Do you still spend time tagging invoices, while you mainly only process purchase invoices? From now on, this is no longer necessary. From November 2023, it is possible to activate the setting "Tag all documents as Purchase [PNV]" per administration.
Where can I activate the setting?
Go to Settings > Administrations > Actions (Edit) > Settings > scroll all the way down the page to find and activate the setting. Don't forget to click save.
The setting needs to activated per administration.
How does it work?
Only documents submitted via email and via the upload & tagging screen will be tagged as INK.
Do you submit invoices via the Basecone app? Then go to the settings in the app and set the invoices to be sent as INK tagged by default.
Are not all supplied documents purchase invoices, but do some documents need to be tagged differently? Or do a small part of the documents need to be merged, split, or the file name changed? Then, the setting is still interesting. Via the validation overview you can sort, then select up to 10 documents at the same time and reject them together. This way, these documents go to the column "To tag" in the workload matrix.
Do you also process sales invoices (SLS) via Basecone? Then (automatically) email these invoices to Basecone and do this with the label [SLS] in the subject line of the email. You can automate this with Outlook. This label [SLS] takes precedence over the above setting and will directly tag the attached invoices.
Fully automatic processing of your invoices
Now that the invoices are tagged directly via the administration setting "Tag all documents as purchase (PNV)" or via the label [SLS] via email, you can go directly to the validation overview to book invoices in bulk.
The better the recognition of relations and the better the booking rules are stored, the more you will see the Ready to book-status.
If you no longer need to adjust anything for these invoices in the booking screen, you can also have these invoices booked automatically by adding an automatic booking condition under Automation. You do this per administration and per supplier/customer, for the amount you want. Read more about this in our article about automatic posting.
In short: by activating the standard tag setting PNV (or by emailing invoices with [SLS] in the subject line) and adding an automatic booking condition for the relevant relation, these invoices will be sent fully automatically by Basecone to the accounting package.