Documents that have been rejected by an authoriser with the authorization after booking, end up in the reject box. It is not bound by administration, which means that rejected documents in different administrations are visible in one screen.
In the reject box you can:
- Return a document in the authorization workflow
- Mark a document as done
💡 Note: Only accountants and SME accountants have access to the rejectbox.
Expand and comments
With the button expand (1), the invoice will become visible. The well-known comments icon (2) is at the top of the invoice. This allows you to view previous comments and add a comment if needed.
Depending the reason for rejection provided in the comment by the authoriser, the Accountant/ SME Accountant can decide which action should be taken on this invoice (e.g. request for credit invoice). When the appropriate action is taken, the user can put the status of the document on ‘Closed’ by clicking the 'Marked as done’ button.
Marked as done
Documents that are marked as done are not visible in the rejectbox anymore. You will find these documents in your archive.
Back to authoriser
From September 22nd, 2020 it is possible to return a document from the rejectbox to the authorization workflow. Basecone reassigns the document to the authoriser who rejected the document.
💡 Note: The document can't be restored when:
- the authoriser is unknown. The authorizationhistory will be saved from September 22nd, 2020. Documents that have been rejected before this date cannot be restored.
- the assigned user no longer has the authoriser userrole.
How to return a document in the authorization workflow
Go to the rejectbox (1) and there you will find the button Return to authoriser (2). Click on the line with the invoice you want to restore. Basecone will ask you to enter a reason. Click on return and the authoriser will be able to find the document in his workloadmatrix and/or documents to be authorized.