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Using the Workload Matrix

An overview of the workload per company.

Team Basecone avatar
Written by Team Basecone
Updated over a week ago

In this article, the following topics will be explained:

1 Overview Workload Matrix

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

  • 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. 

2 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.

3 Set the Workload Matrix as the home screen

If you wish use the workload matrix as your preferred login page, you can change this in your own user settings. See article: User's settings 

4 Placing favorite companies at the top

On the left side, there is a pin added in the overview. By clicking on this pin, the company will be put at the top, after refreshing the page.

This way, you can put your most used companies at the top of the screen.

5 Visibility archive and demo companies

It is visible which company is an archive company and/or a demo company. If a company has been put, by request, on archive and/or demo, a tag is visible behind the name of the company.

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