Preparing for automation in Basecone starts with ensuring that your master data is complete, up to date, and reliable. The points below help create an efficient setup and support optimal use of automation features.
1. Complete the company details
Before daily processing begins, ensure that the Chamber of Commerce (CoC) number, VAT number, IBAN, address details, and company information are available and up to date in the company settings.
2. Review supplier and customer data
Check the information extracted from invoices, verify its accuracy, and save any necessary changes. Accurate master data supports higher recognition rates and more efficient document processing.
3. Take data limitations into account
The quality and completeness of available data depend on the information provided by suppliers. In some cases, manual review or data enrichment may still be required. Maintaining high-quality master data helps reduce the number of exceptions.
4. Check for duplicates and overlapping data
Multiple supplier suggestions may indicate overlapping or duplicate master data. Cleaning up supplier records contributes to more accurate document recognition and processing.
5. Create posting rules
Posting rules can be used to automatically populate general ledger accounts, descriptions, and VAT codes. This helps ensure consistent and efficient processing of accounting entries.
6. Configure advanced automation conditions
Automatic posting conditions are typically configured after master data has been fully added, reviewed, and updated where necessary. A correct and complete master data setup provides the foundation for reliable automation of accounting processes.