Basware Network Online Help

Basware Network Online Help

Managing customers

Manage your network of customers on the Customers tab.

About Basware Network support documentation Basware Network home page Your user account and settings

View and edit your account information Change your password Reset your password Set up 2-step verification Upload a profile picture

Manage your company

View and edit your company’s information Find an organization Find a user Add a user to your organization Manage your company’s bank accounts Upload your company’s logo

Working with invoices, credit notes, and other business documents

Getting an overview of your business documents Business document statuses Find and view business documents

Find a document Find a document using advanced search Business document page Download attachments Business document types

Create an invoice Convert an invoice into a credit note Accept a purchase order Convert a purchase order into an invoice Propose a change to a purchase order Reject a purchase order

Managing the settings of your services

Configure notifications Add a new recipient

Managing your network

Managing suppliers

Configuring service settings for Supplier Management

Activate supplier approval process Add reviewers Create approval flows Create information request templates Remove information request templates Add custom fields Configure supplier notifications for documents to be expired Configure supplier invitations

Adding new suppliers to your network

Create a campaign to invite new suppliers Create a supplier proposal Reviewing and approving supplier proposals

Review new supplier proposals Approve new supplier proposals Transfer review and approval tasks to other users

Import suppliers from your ERP solution

Using supplier data enrichment service by Dun & Bradstreet

Enrich supplier data from Dun & Bradstreet View enriched supplier data Manage Dun & Bradstreet enrichment

Managing existing suppliers

Find and view suppliers Find a supplier using advanced search Manage duplicate suppliers Export suppliers Supplier statuses Add categories for suppliers Request suppliers to update their profile Update supplier master data

Managing customers

Find and view customers Add categories for customers Update your company's profile for a customer

Goal-driven campaigns

Create a campaign using Basware landing page and invitation emails

Create campaign and set campaign goals Set campaign parameters Choose invitees Set up the landing page Set up the invitation Review campaign details and start the campaign

Create a campaign using Basware landing page and your own invitation method

Create campaign and set campaign goals Set campaign parameters Set up the landing page Review campaign details and start the campaign

Create a campaign using your own landing page and invitation method

Create campaign and set campaign goals Set campaign parameters Review campaign details and start the campaign

End and restart campaigns

End a campaign Restart an expired campaign

Campaign statistics

Download campaign statistics Examining campaign statistics Contents of a campaign report

Contacting your business partner

Activate the Collaborate service Send a message to your business partner View a message from your business partner Set your notification preferences

Contact Basware Support Technical requirements User roles and rights Field names and descriptions

My Account My Organization Invoices

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