General Settings
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The settings in the General Settings section are used as default data when a new company is set up. For some company details in the Organization Structure you can select <Default> as the data value, and the respective setting will be retrieved from the general settings data instead of the company data. Some of these settings used in the application include chart of accounts, calculation rule, and supplier list.
Data Sources function defines settings needed in the data transfer between the application and Basware Banking. These settings are set in connection with the installation. Settings can only be changed if the IP address and/or the port of the database server of the Basware Banking application changes, or the user ID or password in Basware Banking are changed. Status field shows "OK, Banking < n.n.n.n >", if the connection to the Basware Banking's database is working. If the Status field shows the text "No connection", contact your application supplier before making a change.
E-mail Notification Recipient of Unallocated Electronic Invoices
In the E-invoices section, recipients can be defined for an automated e-mail notice of invoices not assigned to a purchasing company. The e-mail notification works in such a way that when a purchasing company is not identified during timed reading of E-invoices, the application sends information about this to the user defined in the E-invoices section. Thus, the user knows that invoices are waiting for his/her actions. Unassigned invoices are assigned manually to the correct paying company on the Process Purchase Invoices screen. No e-mail notice is sent if no user is defined in the Notification Recipient field.
A backup person may be defined for the recipient. An e-mail notification is sent to the backup person when the actual recipient is marked as absent. An e-mail notification is sent only to the backup person when the actual recipient's user ID is removed.
Only a user who has system level rights to the company can be set as the notification recipient or as his/her backup person. A notification is also made in the transfer log of invoices not assigned to a purchasing company. From the notification link, a breakdown of unassigned invoices is shown.