As of our last release, the posting screen in Basecone has been completely revamped! Since this screen is our most important and most used screen, we explain below what has changed and how you can use the screen in the best way.
With the new posting screen you will save even more time by a logical structure and clearer insight into the invoice.
A number of fields and buttons have been moved in the screen, and a number of options have been added. Below we explain all the changes and show you around the new posting screen. If you want to read more specific about the posting proposal for Xero, please read this article.
How do I get to the posting screen?
You can access Basecone's posting screen in the following ways:
Via the Workloadmatrix: click on the documents to be posted for an administration.
Via the Validation overview: click on an invoice, select it via the check mark in front of the line and click on Details.
What does the new posting screen look like?
1. Assigning authorizers (after posting).
Click on "Choose authorizers" and add an authorization flow or up to 3 authorizers. This refers to the authorization flow after posting.
Via Settings > Administrations > Actions (Edit) > Workflow it is possible to add authorization flows and to assign one standard authorization flow (workflow). It is also possible to automatically assign authorisers by using filters, based on supplier and/or amount. Click the Specifications tab to make authorization after posting mandatory.
2. Recognition results
By clicking this button, it is clearly visible which values the recognition software of Basecone has retrieved from the invoice.
3. Selecting a supplier
If the supplier is not yet directly recognized, then you need to select the supplier here. Of course check our article to see why this supplier is not recognized.
If the supplier is new, then you need to click on this field and then click on "Create new supplier". By clicking on the button "Import data from invoice", you can simply use the recognized data from the invoice to create the supplier.
4. Selecting default labels
Automate the description by adding standard labels and store them in the posting lines with the relation.
📌 New: It is no longer necessary to type the default labels yourself. Click on "Add label" and select one or more labels.
In this article you can read about the available standard labels in Basecone.
5. Save posting rules
The button for saving the posting lines is now more visible.
6. Post the invoice
This button has been moved and it is more clear that you are posting the invoice to the accounting system.
7. Delete, reject and save
These buttons are more clearly visible and moved.
Reject the invoice means that the invoice is moved back to "To tag" in the Workload matrix. This may be necessary if the invoice has been tagged incorrectly.
When saving, the invoice remains in Basecone, but all data already entered is remembered.
Using the "Delete" button you delete the document directly from Basecone, you must first provide a reason for the deletion.
There are also some minor changes to the posting screen.
You can easily find the created Comments via the message icon above the invoice, this icon turns blue when a remark has been entered.
The total amount including VAT, the amount excluding VAT, the amount of VAT and any differences are now shown in the bottom right of the posting screen. The differences and error messages become visible by clicking on the red cross.
The shortcut keys you can use in the posting screen are unchanged, below are the possible combinations:
Posting/processing: Alt + P
Post/process and save posting rules: Alt + O
Save posting proposal: Alt + N
Reject invoice: Alt + R
Add posting rule: Alt + L
Change supplier or customer: Alt + U