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Basecone Workflow

Basecone Workflow

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

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12 articles in this collection
Written by Monica Cha

Overview of the authorisation in Basecone

This article explains how to use the authorisation workflow in Basecone
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Written by Monica Cha
Updated over a week ago

Authorisation flow

An overview of the new release of Friday 2nd of November 2018 regarding the authorisation flow.
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Written by Monica Cha
Updated over a week ago

Keeping track of the authorisation process

Manage pending invoices awaiting for approval in the authorisation overview screen
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Written by Monica Cha
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?
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Written by Monica Cha
Updated over a week ago

Notifications for authorisers - before booking

Reminders sent to authorisers for authorisation before booking
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Written by Monica Cha
Updated over a week ago

Authorise documents (before booking)

Read more on how you can authorise document(s) before booking
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Written by Monica Cha
Updated over a week ago
Authorisation after booking

Assign authorisers in the validation screen

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Written by Monica Cha
Updated over a week ago

Authorise documents (after booking)

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Written by Monica Cha
Updated over a week ago

Notifications for authorisers - after booking

Reminders sent to authorisers for authorisation after booking
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Written by Monica Cha
Updated over a week ago

Follow up of documents in Reject Box

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Written by Monica Cha
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.
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Written by Monica Cha
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
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Written by Monica Cha
Updated over a week ago