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 booking.

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)

How to authorise invoice(s) after booking

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