The Office Settings in Basecone allow you to configure and manage your organisation’s environment. This includes organisational details, security preferences, billing information, and accounting system connections.
📌 Access restriction:
Only users with the Super User role can view and manage the Office Settings.
You can find these settings by navigating to:
Left menu → Settings → Organisation
Organisation Settings: Details Tab
Purpose of the Details Tab
The Details tab provides core information about your Basecone office environment. This information is essential for user access and reporting.
What You Can See in the Details Tab
When you open Settings → Organisation, the Details tab opens automatically and shows:
Office Code
This code was created when you signed up for Basecone.
It is required for users to log in to Basecone.
Contract Contact Email
The email address listed here receives:
A weekly overview of all documents processed in Basecone.
The overview is sent at the beginning of each week.
Changing the Office Code
If the current Office Code does not meet your preferences:
You can request a change.
Refer to this article for detailed instructions
Organisation Settings: Preferences Tab
Purpose of the Preferences Tab
The Preferences tab allows you to configure organisation-wide security settings.
Available Settings
Two-Factor Authentication (2FA)
You can enable 2FA for all users within the organisation.
Once activated, all users will be required to complete two-step verification when logging in.
✅ This setting increases overall account security and is recommended for all organisations.
Organisation Settings: Billing Tab
Purpose of the Billing Tab
The Billing tab contains all contractual and billing-related information for your Basecone account.
What You Can View
Account contact details
Terms & Conditions
Service Level Agreement (SLA)
Editable Billing Information (Super User Only)
A Super User can edit the following fields if necessary:
Organisation name
Street name
House number
Postal code
City
Company Registration Number
Contact person
Email address
Phone number
Billing email address (used for the electronic monthly invoice)
Authorisation to Make Changes
If you are authorised to update company information:
Change the authorisation setting from No to Yes
Click Save to apply the changes
⚠️ Always verify that billing information is correct to prevent invoicing issues.
Office Settings: Connections Tab
Purpose of the Connections Tab
The Connections tab allows you to manage accounting system integrations connected to Basecone.
You can access this via:
Settings → Office → Connections
What You Can Do in the Connections Tab
View connected accounting systems
Check the connection status of each system
Manage existing accounting system connections
Create a new accounting system connection if required
Synchronisation User Explained
What Is a Synchronisation User?
For each connected accounting system, Basecone creates a Synchronisation User. This user is responsible for retrieving master data, including:
Debtors
Creditors
Ledger accounts
VAT codes
This data is used by Basecone to:
Improve document recognition
Automatically link documents to the correct debtor or creditor
Increase booking speed and accuracy
How to View the Synchronisation User
Go to Settings → Office → Connections
Click the pen icon next to the accounting system
Click the username to see:
The Basecone user
The linked accounting system user
Recommended Settings for the Synchronisation User
Basecone strongly recommends the following configuration:
Role Requirements
The user can have either:
Accountant, or
Super User role
A linked accounting system user must be connected
Required Permissions
The Synchronisation User must have:
Access to all companies in the accounting system
Permission to retrieve master data from all linked companies
Twinfield-Specific Requirement
The connected Twinfield user must have User Role: Level 1
📘 For detailed setup instructions, refer to the help article: Synchronisation user
Need Help or Support?
If you have questions or need assistance with Office Settings:
Use the in-app Help or Support option in Basecone
Having your Office Code and organisation name ready will help speed up support.