It is often useful to add comments to a document. If you want to add or read comments when tagging documents, or authorising and posting invoices, this is always done in the same way.
How to add a comment in the home-screen
First select a document and then the option to add comment will appear on the top right screen under the menu settings. You can type in your comments here and click on Add. The comments from various users is stored and displayed in sequence.
📌 After an invoice is booked and/or authorised for after booking, it will not be possible to add a comment to a document anymore.
How to read a comment
If a comment is added to a document, the color of the comment-icon will be indicated in blue. Click on the comment-icon to open and read the comments.
How to add comments by email
Senders who delivers invoices by e-mail can also include a comment without logging into Basecone. If done properly, the message will automatically be inserted to the document in comment function. See article for instruction: Deliver documents by email