In order to use the feature payable after authorization, the following settings needs to be created in Exact Online:

  • A new payment condition needs to be created in Exact Online with the code "AU". The code cannot be named differently!
  • By payment method, Cash must be selected. As a result, the invoice will not be included in a payment batch (until approval).

The following setting must also be enabled in the company's setting in Basecone: Only make invoice payable after approval of Authorisers should be set to Yes.
You can enable this when you go to Settings - Company - Action (edit) - Workflow tab.

The steps to process your invoice in Basecone:

  1. When booking an invoice, you can select the payment condition in the booking-proposal (for example 15 days) and then assign one or more authorizations.
  2. When the invoice is booked to Exact Online, Basecone will initially provide the payment condition "AU" in the booking (instead of the selected payment condition). In Exact Online, you can see the in the booking that the payment condition is set to "AU" - the booking is currently blocked for payment.
  3. After all the authorisers have authorised the booking, Basecone will update the booking in Exact Online and change the payment condition from "AU" to the selected payment condition in the booking proposal (for example 15 days). Then the booking will be available for payment (provided that the selected payment condition is selected on credit). 

Look out!

  • It is not possible to change the company's setting Only make invoice payable after approval of Authorisers from Yes to No when there are still invoices waiting to be authorised.
  • When a booking is updated (after the autorisers have approved), the Exact Online user credential is used to link the transaction between Basecone and Exact.
  • When updating the transaction (after approval of all assigned authorisers) the credentials used are the credentials of the Basecone user that booked the invoice in the first place.
  • When it is not possible to update the booking in Exact Online, Basecone will send a notification e-mail to the user who has booked the invoice. This is to let the user know that a change has been made to the booking before the invoice was authorised.
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