The Workload Matrix is an overview of the document stages in Basecone.
When you open the Workload Matrix, you will see several columns on the screen.
The following columns can be seen from left to right for a particular company (right click image to open in a new tab):
To be tagged
To be authorised before booking
To be booked
To be authorised after booking
If you click on a number below one of the columns, you will be redirected to the document(s) in the requested phase.
When you need to process many invoices, I can advise you to work via the Workload Matrix. In the home-screen you can open the invoices one by one and book these.
But in the Workload Matrix you get all the documents ready to book at once and you can proceed in sequence until all documents are booked or tagged.
Filter options in the Workload Matrix
If you have a long list of companies, you can easily search for the company by typing in the name on the top left, select the company and hit the enter button on your keyboard. You can also filter each column by clicking on the name of each column to sort the number from lowest to highest or vice versa.
Set the workloadmatrix as the home screen
If you wish use the workloadmatrix as your preferred login page, you can change this in your own user settings. See article: User's settings