In Basecone there are two locations where you can approve invoices on the web application. This depends on the workflow authorisation process.
It can happen that the location where you normally approve invoice is changed due to a change in the authorisation process from before to after booking or vice versa. Depending on the company's authorisation workflow, you can find the documents using one of the below mentioned locations:
- Home-screen (authorisation before booking - no booking details)
- Authorisation screen (authorisation after booking - booking details)
An alternative solution is to use the Workload matrix. This page will give you an overview of all the documents assigned to you for authorisation. When you can click on the number below one of the below columns, it will redirect you to the documents that are pending for approval by you:
- To be authorised before booking
- To be authorised after booking
If the number is 0, this means there are no invoice to be authorised right now. It can also mean that you are not turn to authorise the invoice. When the invoice is approved by an authoriser, it is then send to the next authoriser.
If the authorisation workflow settings is set up before and after booking, it can happen that you may see this invoice two times. Discuss this with your accountant to control the company's authorisation workflow settings.
Workload matrix as your preferred login page
If you prefer the Workload matrix as the main login page, you can change this at Settings - User - Action (edit) - Tab Settings.
Authorisation in the Basecone app
If you want to authorise on your mobile phone, you can easily do this with the Basecone app. You can download the app from the App Store and Google Play. After downloading you can immediately log in and start authorizing.
When you are logged in, you immediately see how many documents are ready for you. With the Basecone app you can authorise documents on your smartphone, wherever and whenever you want. Approve, reject, put on hold, change the assigned authoriser, read and add comments - this can be done easily, anywhere and quickly with the Basecone app. Read all about the new app