Before a user can declare their expenses using the Basecone app, this module must be enabled first on the online application. To read more about this, click on this link.
After the expense module is enabled for the user, it is desirable to inform them how to use the app to declare expenses and how to setup the Basecone app settings.
Instructions how to use and setup the expense module on the Basecone app
To help users with the expense module, we have made two documents that you can use and edit the content if needed. Together it forms an instruction that you can send to users how they can setup the expense settings on the Basecone app.
Below are templates that you can download and use to send to the future expense users. In the Excel file you can add general ledger codes, cost centers and projects that the users can setup in their Basecone app. When users follow these instructions, this provides a faster booking processing for the accountant and improve the recognition of the document in the booking screen. These settings can only be setup by the user and per mobile device.