Basecone

This article explains how to use the authorisation workflow in Basecone

Overview of the authorisation in Basecone

How to create, delete or set a default authorisation flow

Authorisation flow

Manage invoices that are pending for approval in the authorisation overview screen

Keeping track of the authorisation process

Team Basecone

Marianne Feijen

Authorizing of documents in Basecone, control and manage the workflow process.

Basecone Workflow

In Basecone it is possible to work with authorisers. How can you best set up this process?

Assign authoriser(s) for before booking

How to authorise invoice(s) before booking.

Authorise documents (before booking)

Reminders sent to authorisers for authorisation before booking

Notifications for authorisers before booking

Authorisation before booking

The authorization screen has a new look! And consecutively this article as well.

Authorise documents (after booking)

Assign authorisers in the validation screen

How do I create an authorisation filter in the workflow, for a supplier and / or amount?

Filters in the authorisation workflow

As of Friday 1 March 2019 it is possible to create authorisation filters per company in Basecone. Read more of this in this article.

FAQ - the authorisation filters

Reminders sent to authorisers for authorisation after booking

Notifications for authorisers after booking

Rejected documents with authorization after booking. How to return them to the authoriser or mark as done.

Follow up of documents in the Reject box

From Friday June 19th 2020 it is possible to set exceptions to the existing authorization workflow after booking.

Exceptions to mandatory authorization workflow (after booking)

Authorisation after booking

How to block your invoices from the payment batch and how to automatically release them for payment.

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

Block and Unblock Payments (of Invoices) in Exact

Block and unblock payment settings

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Track the progress of all tickets related to your company.

Tickets portal.

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