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Basecone Workflow
Basecone Workflow
Authorizing of documents in Basecone, control and manage the workflow process.
15 articles in this collection
Written by
Team Basecone
and
Marianne Feijen
Overview of the authorisation in Basecone
This article explains how to use the authorisation workflow in Basecone
Written by
Team Basecone
Updated over a week ago
Authorisation flow
How to create, delete or set a default authorisation flow
Written by
Team Basecone
Updated over a week ago
Filters in the authorisation workflow
How do I create an authorisation filter in the workflow, for a supplier and / or amount?
Written by
Team Basecone
Updated over a week ago
FAQ - the authorisation filters
As of Friday 1 March 2019 it is possible to create authorisation filters per company in Basecone. Read more of this in this article.
Written by
Team Basecone
Updated over a week ago
Keeping track of the authorisation process
Manage invoices that are pending for approval in the authorisation overview screen
Written by
Team Basecone
Updated over a week ago
Authorisation before booking
Assign authoriser(s) for before booking
In Basecone it is possible to work with authorisers. How can you best set up this process?
Written by
Team Basecone
Updated over a week ago
Authorise documents (before booking)
How to authorise invoice(s) before posting.
Written by
Team Basecone
Updated over a week ago
Notifications for authorisers before booking
Reminders sent to authorisers for authorisation before booking
Written by
Team Basecone
Updated over a week ago
Authorisation after booking
Exceptions to mandatory authorization workflow (after booking)
From Friday June 19th 2020 it is possible to set exceptions to the existing authorization workflow after booking.
Written by
Marianne Feijen
Updated over a week ago
Assign authorisers in the validation screen
Written by
Team Basecone
Updated over a week ago
Authorise documents (after booking)
The authorization screen has a new look! And consecutively this article as well.
Written by
Team Basecone
Updated over a week ago
Notifications for authorisers after booking
Reminders sent to authorisers for authorisation after booking
Written by
Team Basecone
Updated over a week ago
Follow up of documents in the Reject box
Rejected documents with authorization after booking. How to return them to the authoriser or mark as done.
Written by
Team Basecone
Updated over a week ago
Block and unblock payment settings
Block and unblock payments (of Invoices) in Twinfield
How to block your invoices from the payment batch and how to automatically release them for payment.
Written by
Team Basecone
Updated over a week ago
Block and Unblock Payments (of Invoices) in Exact
How to block your invoices from the payment batch and how to automatically release them for payment
Written by
Team Basecone
Updated over a week ago