The new posting screen for Exact Online

The posting screen in Basecone has been completely redesigned! Since this is our most important and frequently used screen, we'll explain below what's changed and how to best use it. The new booking screen saves you even more time thanks to a logical structure and clearer insight into your invoice. Furthermore, improvements have been added to help you better organize your administration and prevent errors.

Several fields and buttons have been moved around the screen, and several options have been added. Below, we'll explain all the changes and guide you through the new posting screen.

You can access Basecone's posting screen in the following three ways:

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 recognised.

If the supplier is new, then you need to click on this field and then click on "Create new supplier". Via the button "Import data from invoice" you can simply use the recognized data from the invoice to create the supplier.

Automate the description by adding standard labels and store them in the posting lines with the relation. 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.

The button for saving the posting lines is now more visible.

Note that this option is selected by default.

This button has been moved and it's more clear that you are posting the invoice to the accounting system.

If there is a difference in the amount, it will be indicated in red at the bottom right of the screen.

These buttons are more clearly visible and moved.

Reject the invoice means that the invoice is moved back to "To be tagged" 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.

You can navigate to page 2 and beyond using the arrows, or by entering the page number in this field.

Create an automatic booking condition for the relationship immediately. This will then only apply to the creditor/debtor whose invoice you are currently processing. Simply click "Book" for one invoice, and the next invoice will be automatically booked. This is very useful for recurring invoices where you simply click "Book" without making any further adjustments.

Is automatic booking not working yet? Read here what you need to do to set it up.

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). Click the Specifications tab to make authorization after posting mandatory.

By clicking this button, it is clearly visible which values Basecone's recognition software has retrieved from the invoice.

You can easily find the created Comments via the message icon above the invoice, this icon turns blue when a remark has been entered. Also actions like downloading an invoice, etc.

In case there is a second purchase journal for example. When tagged as purchase, only the other purchase journals are visible.

The shortcut keys you can use in the posting screen are unchanged, below are the possible combinations:

More information about posting invoices can be found on this page.