Basware

For exporting invoice PDF files

From the navigation bar, expand the Licence heading and open the User page:

Here you will be provided a list of the current users in your database. Go ahead and select the user you wish to give Basware access to and click the Modify Authorities button: 

The User Authorities window will then be displayed. Scroll down within the Stock section and tick Basware Approval Permission:

Now from the navigation bar, click the Integrations heading and select Basware:

Click the Configuration button:

If you are only exporting to forward the PDF Invoice files you can enter the email addresses and enter a space in all remaining fields: 

If you’d like to use the CSV file, then you will need to complete the remaining details from your Accounting System. Once complete click Save and Cancel.

Whenever you’re ready to export your invoices, select the invoices you need and click Approve and Export: 

This will then email the files and CSV report to the nominated email addresses included in the Configuration.