FAQ automatic posting

The most frequently asked questions and corresponding answers about automatic posting in one overview

Cees Houpt 🚀 avatar
Written by Cees Houpt 🚀
Updated over a week ago

With the use of automatic posting in Basecone you can have invoices automatically send into the accounting system based on pre-set conditions. You can read how to set this up here. Find the most frequently asked questions in this article, and corresponding answers:

What settings are needed, for the automation user, in Basecone to be able to automatically post invoices?

  • This user must have the user role Accountant;

  • They must have access to the companies in which automatic entries are made;

  • The user must be linked to a user in the accounting system;

  • And this linked user must have the correct rights to be able to make entries in the linked accounting system.

You can now also set this up in the automation:

Can I also post invoices automatically and spread the costs of these invoices in the accounting system (transitory booking)?

It is not possible to spread the costs of invoices that are automatically posted, because no periods can be selected in the preset conditions. This is an option that may become possible in the future.

In the validation overview, invoices are shown as incomplete (orange status), can't the invoices be posted automatically due to this status?

Indeed, invoices that have an orange status and are found to be incomplete by Basecone and therefore cannot be automatically posted.

Can I also have sales invoices automatically posted?

Yes you can! Since the 28th of June, 2023.

Can I create multiple automation rules per customer/supplier?

Yes, that's possible. You can set an automation rule for UBL documents without an amount condition and another automation rule for all documents (PDF) with a maximum amount for the same customer/supplier.

What is the best way to find out which customers/suppliers can be automatically posted?

We have now released the recommendation function (since the 19th of February 2024) which will show you which customer/supplier could be a good option to automatically post. You will see how many invoices were posted in the last 90 days of that same customer/supplier that have not yet set-up any conditions.

You can then easily choose to set-up automation directly or set-up specific rules before applying automatic posting for that customer/supplier.

Basecone will also show you a recommendation regarding a rule you might want to set up. How much documents were above or below a certain amount can help you choose the best rule.




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