Go through the 4 basic steps for a perfect configuration of your Basecone environment. As a super user you are responsible for the link with the accounting system, adding companies, creating users and assigning user rights. In addition, you lay the foundation for proper recognition of invoices.
Step 1: add a company
You may have already done this immediately, so you can skip this step. Once the link with the accounting system has been made, you can start adding companies.
Step 2: Provide master data per company
Enter the master data of the companies such as IBAN, Chamber of Commerce number and VAT number. This unique data is essential for good supplier and customer identification.
Do you use Twinfield?
Then make the invoice visible in Twinfield: Without changing this setting, the invoice will not be visible in Twinfield. Follow our step-by-step guide.
Step 3: Add and manage users
💡 Make sure the user can edit IBAN numbers (settings > users > actions/edit > settings tab)
💡 Link the user with the accounting system to be able to post documents (settings > users > actions/edit > accounting system users tab)
Step 4: Prepare for automatic posting
Immediately create a user called auto booker and set it as Automation user at office level. Don't forget to link the Automation user to the accounting system (settings > users > actions/edit > accounting system users tab).
More info about the other user roles: