Basecone

📌 Note: This is only available for Twinfield users

📌 Read this article for important points to consider and the different scenarios when saving advanced posting rules.

An invoice in UBL format is an electronic invoice, consisting of a PDF and XML or an XML with embedded PDF. With a UBL-invoice, it is possible to automatically split amounts to multiple invoice lines. Actually, all the details will be automatically split, following the invoice line in the electronic XML-invoice.

<a href="https://support.basecone.com/en/articles/633128-submitting-and-processing-invoices-in-ubl" rel="nofollow noopener noreferrer" target="_blank">Here</a> you can read what UBL means and in <a href="https://support.basecone.com/en/articles/6579499-suppliers-with-ubl-invoices-in-basecone" rel="nofollow noopener noreferrer" target="_blank">this article</a>, you can find a list of suppliers who submit their invoices in UBL. ​

The ability to pre-define the UBL invoice-lines and how they correspond to accounting data.

Go to Automation &gt; Automatic tagging&gt; Tag when a relation is recognised &gt; Save changes. Scroll all the way down and activate the setting "Tag when a relation is recognised".

📌 Please note: For recognition, a VAT number or Chamber of Commerce number (only for NL) must be added in the administration settings.

With this setting, PDF and UBL invoices are automatically tagged. ​ ​

Post different UBL-lines to different general ledgers, based on pre-defined rules.

Create rules per supplier to directly post invoices per article/item code or based on VAT-percentage. 

Only the invoice lines that are in the XML invoice are taken over, regardless of the number of saved advanced posting lines.

Fewer manual actions in the booking screen.

- Post different UBL-lines to different general ledgers, based on pre-defined rules.
- Create rules per supplier to directly post invoices per article/item code or based on VAT-percentage. 
- Only the invoice lines that are in the XML invoice are taken over, regardless of the number of saved advanced posting lines.
- Fewer manual actions in the booking screen.
- Fewer errors while posting the invoice.

Select whether you want to create the advanced posting rule for a purchase invoice or a sales invoice

Select whether the invoice lines need to be grouped by VAT percentage or by article code and click Next

Select whether the period must be based on Invoice date or on Delivery date

Click on + Add posting line to add a new line

When done, click on Save in the right bottom corner.

1. Go to the menu Automation
2. Click on + New rule 
3. Select whether you want to create the advanced posting rule for a purchase invoice or a sales invoice
4. Select the supplier/customer
5. Select whether the invoice lines need to be grouped by VAT percentage or by article code and click Next
6. Select whether the period must be based on Invoice date or on Delivery date
7. Fill in the fields
8. Click on + Add posting line to add a new line
9. When done, click on Save in the right bottom corner.

Efficiently process complex invoices with multiple booking lines based on item code or VAT percentage

Advantages of invoices in UBL-format

What are advanced posting rules?

Automatic tagging

Advantages of advanced posting rules

How to set up advanced posting rules