In Basecone we have different user roles, in addition to the role of super user, you also start as an accountant and authorisation administrator.
You can do authorization management very well via Basecone. Up to 3 authorizers, block the invoice for payment until the last authorizer has approved. This way you keep a grip on the payment process and the invoice flow.
With the 2 steps below, we help you decide whether it's suitable for your office environment and we will give you tips for setting up the workflow.
Step 1: authorization before or after booking
Actually, you can answer this question very easily. Is invoice approved? Then choose after posting. Do you want to check the invoice and/or assign it to a cost center? Then choose before posting.
Step 2: Set up the authorization workflow
Would you like to set it up yourself? Then follow these steps below:
Create a workflow
Choose a default workflow
Create a filter or choose exceptions (only with authorization after posting)
Choose optional or required (authorization)
Choose whether you want to block the invoice for payment* (only with authorization after booking)
📌 You cannot use the authorization module with SnelStart
More info about the other user roles: