Supporting Documents

Training documents

Below you will find training documents that take you through basic activities and then deep dive into invoice handling, managing recurring payments, and resolving workflow exceptions.

Clicking on each link will open a PDF document that provides a short step-by-step guide to that topic.

Introductory Documents

Complete Guide
How to log into Basware system
Home screen layout
Customized layout options
User settings

Collaborate with other users
Accrual reporting
Export reports
Keyboard Shortcuts

Invoice Handling

AP dashboard
Batch actions
Search for an invoice
Approving an invoice
Dispute an invoice

Manually create an invoice
Invoice header data
Invoice and coding actions
Coding an invoice
invoice workflow & coding

Managing recurring payments

Spend plans overview
Creating a schedule based plan
Creating a budget based plan

Spend plans: Header data
Creating a self-billing plan
Requesting a spend plan from an invoice

Managing workflow exceptions

Working Queue
Received Queue
Matching Queue