Basecone Workflow

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

14 articles in this collection
Written by Julia IJsselhof

Overview of the authorisation in Basecone

This article explains how to use the authorisation workflow in Basecone

Written by Julia IJsselhof
Updated over a week ago

Authorisation flow

How to create, delete or set a default authorisation flow

Written by Julia IJsselhof
Updated over a week ago

Filters in the authorisation workflow

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

Written by Julia IJsselhof
Updated over a week ago

FAQ - the authorisation filters

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

Written by Julia IJsselhof
Updated over a week ago

Keeping track of the authorisation process

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

Written by Julia IJsselhof
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?

Written by Julia IJsselhof
Updated over a week ago

Notifications for authorisers - before booking

Reminders sent to authorisers for authorisation before booking

Written by Julia IJsselhof
Updated over a week ago

Authorise documents (before booking)

How to authorise invoice(s) before booking

Written by Julia IJsselhof
Updated over a week ago

Authorisation after booking

Assign authorisers in the validation screen

Written by Julia IJsselhof
Updated over a week ago

Authorise documents (after booking)

Written by Julia IJsselhof
Updated over a week ago

Notifications for authorisers - after booking

Reminders sent to authorisers for authorisation after booking

Written by Julia IJsselhof
Updated over a week ago

Follow up of documents in Reject Box

Written by Julia IJsselhof
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.

Written by Julia IJsselhof
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

Written by Julia IJsselhof
Updated over a week ago