After you are logged into Basecone, you will see the home-screen. If the user is only linked to the role 'authoriser', you will only see documents that you need to authorise yourself. If the user is linked to multiple user roles, it is recommended to select the filter to view only the documents ready for authorisation (see image below).
It is possible to view who are assigned as authoriser(s) per invoice. In point 1, you can see who is assigned to the document for authorisation. In my example below, there is only one authoriser assigned to the invoice for authorisation.
In point 2, you can see who assigned you the invoice for authorisation (see the middle column behind the tags).
How to authorise or reject an invoice
Select the document first and then you can click on Approve or Reject on the right side of the page.
📌 You can also use the hotkey ALT + Q to approve the invoice without clicking on the Approve button on the top right of the page.
It is also possible to approve multiple invoices with one click. You can also review all the documents first and the approve all the documents with one click. In this case, you can click on the 'Select all' icon to select all the documents, and then click on Approve or Reject all documents.
How to change authoriser
If a document was assigned to the incorrect authoriser, the authoriser him/herself can also re-assign the document to another authoriser if possible.
If the authoriser do not who to assign this the invoice to, he/she can put a comment in the comment box and let the authorisation administrator re-assign the document(s) to the correct authoriser. More information about the administrator, please click here.
How to add comment
An autoriser has the option to add a comment to the invoice before he/she approves it. Click here on how to add a comment. It is only possible to add a comment if you authorise the invoice one by one. You can find the comment-icon on the top right of the page.
As an authoriser, you can download our mobile application: Flux app to authorise your invoices on-the-go. This means you can authorise invoices without logging on the web application. This is free to download and use for our "authoriser" users. You can see both of the authorisation process in the mobile app.
Notification to the authoriser
An authoriser do not receive a notificationas soon as the invoice is booked or ready for authorisation. The notifications are sent at fixed times. More information about the authorisation notifications can be found here.