In Basecone you have the possibility to have invoices approved by users with the role 'authoriser'. In the article "Create new user(s)" you can read more on how you can create one or multiple users with the role 'authorisator'. Only a user with the role Superuser or Accountant of your Basecone environment can create this user because there are costs associated with this role. The authorisation workflow can be enabled for the following two ways: authorisation before booking and authorisation after booking.
Below we will explain the process of authorisation before booking:
Assigning authoriser(s) in the Home screen, this setting can be set as mandatory and you can select a predefined authorisation flow
Documents are approved or rejected by the authoriser
Rejected invoices are returned to the Home screen under 'tagging'.
The authorisation administrator can monitor the entire process and take action if necessary
Automatic notifications for authorisers
Below we will explain the process of authorisation after booking:
Assign authoriser(s) in the booking screen, this setting can be set as mandatory.
Temporary block and unblock invoice for payment until approved
Documents are then approved or rejected by the authoriser
The authorisation administrator can monitor the entire process and take action if necessary
Automatic notifications for authorisers