Basecone

The screen for uploading invoices, tagging invoices and assigning an authorizer before posting.

Upload & Tag

Using the Workload Matrix

Efficiently process complex invoices with multiple booking lines based on item code, VAT percentage or Account code

Advanced Posting Rules

See the progress of a company in Basecone.

Insights in the data of one or more companies

Skip Popup Tag Details in Upload and Tag Screen

New: Skip Tag Details Popup in Upload and tag

New Status column in upload and tag

Team Basecone

Patrick Blijs

Read more on how to deliver documents, manage uploaded documents and the archive

Deliver and manage your documents in Basecone

Deliver by email, drag & drop and Basecone app

Methods to deliver documents to Basecone

This article contains a list of suppliers, per sector, who send their invoices to Basecone in UBL format.

Suppliers with UBL invoices in Basecone

Read more about the SPF record here and what you can do if e-mails do not arrive in Basecone when send from the scanner

E-mails send to Basecone from a scanner

Read more about how to and tips to deliver documents by email

Deliver documents by email

The advantage of processing UBL invoices in Basecone

Submitting and processing invoices in UBL

Confirmation of delivery by e-mail

PDF is required when submitting UBL files. Read all about it here.

Required PDF for XML or UBL files in Basecone

Ensuring emails are always processed correctly in Basecone

BCC, CC and To: Impact on Email Processing in Basecone

Deliver your documents

Read more how you can tag, remove tag and move documents to another company

Tagging of Documents

Read more how you can rename a document in Basecone.

Changing document file names

In the Upload & tag-screen is is possible to make a proposal to which cost center and/or project an invoice should be posted.

Tagging with cost centers of projects

How to split, merge and re-order the document with multiple pages

Splitting and merging documents

It is possible to add comments to a document.

How to add and view a comments

How to delete and where can I find my deleted document in Basecone.

How can I delete and view my deleted document?

Manage your documents

Read more on how you can view and download documents in the archive

Archive and retrieve documents

Read here how you can store your bank statements online in Basecone

Archiving bank statements

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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