Invoicing & Accounting
Fast and accurate accounting
Save time and money by generating invoices faster and billing projects on time.
Why Baseplan?
Baseplan is a complete ERP meaning your accounting, invoicing, and all financial functions are fully integrated.
Total financial management
Through one centralised location
- Invoice processing automation
- Tracking and visibility
- Real-time invoice status
Better financial insights
With a feature-rich ERP
- Real-time posting
- Transaction drill-down
- Bank reconciliation and bulk entry
Measure the ROI of your assets
With comprehensive asset analysis
- Fixed asset management
- Asset value tracking
- Depreciation reports
Track all invoices from one location
Get complete visibility over all your financials in one location. Get real-time status updates and automate invoice processing.
- Baseplan’s Gateway solution integrates with Kofax Capture scanning software, enabling the automation of paper and electronic invoice transactions into the Baseplan Accounts Payable module.
- Enables tracking and visibility of each invoice transaction throughout its life cycle, allowing easy access to invoice images connected with transactions in Baseplan Enterprise.
- Accounts Receivable (AP) system provides live updates on invoiced amounts, payments, and outstanding balances, reducing the wait time for understanding transaction status.
Increase efficiency with real-time General Ledger updates
Get more efficiency in your financial operations with real-time updates to the GL.
- ERP systems post transactions directly to the general ledger immediately after occurrence, eliminating the need to wait for data refresh at the end of the month.
- Easily drill down from the General Ledger inquiry to view details of customer or vendor invoices that generated each transaction.
- Perform bank reconciliations, bulk journal entry uploads (e.g., payroll), and manage accruals automatically, enhancing overall efficiency.
Accurately track depreciation of hired assets
Get insights into when to cycle your fixed assets through reports on equipment history and value.
- ERP software simplifies fixed asset management, allowing accurate tracking of asset depreciation using various methods over time.
- Facilitates tracking of every asset value change, managing recapitalization of repairs through work orders, and providing detailed reports on purchases and disposals.
- Run reports to track the depreciation of rental assets accurately, aiding the accounting team in managing asset values over time.
Reduce wait times for immediate understanding
Baseplan will remove idle time in your accounting practices with access to real-time information about your hired assets.
- ERP systems provide instantaneous access to critical information for customers, such as rental details, outstanding invoices, and payment histories, reducing wait times for multiple systems to update.
- Having AR and AP connected within a single system allows for immediate access to payment status, credit history, and tracking write-offs and ageing for a better understanding of financial standing.
- Financials tied to rental software processes make tasks faster, allowing immediate validation of purchase orders, accounts payable, and various financial transactions.
Don’t believe us? See what our customers have to say!
‘Baseplan continues to provide a tightly integrated product supporting the critical functions of our business. The value lies in the partnership, where we work closely with Baseplan on rental industry solutions tailored to meet our requirements.’
Stuart Dean – Kennards Hire
Frequently Asked Questions
Equipment rental accounting software connects financial processes to the operational activities that generate them, such as hire contracts, equipment, customers, servicing, and purchasing. Baseplan integrates accounting and invoicing directly within its ERP rather than treating finance as a disconnected downstream process.
When rental and financial information are connected, invoice data can flow directly from operational transactions rather than being manually recreated in another system. Baseplan provides integrated financial management with real-time transaction visibility, helping reduce delays between rental activity and financial reporting.
Yes. Baseplan supports invoice-processing automation and integrates its Gateway solution with Kofax Capture for processing paper and electronic invoice transactions into Accounts Payable. Invoice records and associated images can then be tracked through their transaction lifecycle.
Baseplan connects customer invoicing, payments, and outstanding balances within the financial system, giving finance teams up-to-date information on transaction status. This helps reduce the need to wait for multiple disconnected systems to synchronise before following up debtors or responding to account enquiries.
Baseplan’s integrated ERP posts transactions directly to the General Ledger and allows users to drill down from GL information into the underlying customer or supplier transactions. This gives finance teams more immediate visibility than processes that depend on periodic transfers between operational and accounting systems.
Yes. Baseplan includes fixed asset management, asset value tracking and depreciation reporting. Equipment history and value information can therefore inform financial decisions about retaining, recapitalising, replacing, or disposing of rental assets.
Baseplan connects Accounts Receivable and Accounts Payable information to broader financial records, providing access to payment status, credit history, ageing, and write-off information. This gives authorised staff greater context when reviewing the financial position of an account.
Yes. Baseplan’s financial functionality includes bank reconciliation, bulk journal entry uploads, and accrual management, alongside real-time General Ledger activity.
A common ERP connects transactions generated across the rental business to a single underlying financial environment. This can reduce duplicate processing and provide management with a more consistent view of operational and financial performance as the organisation expands across branches or business units.
Look for invoicing, debtor and creditor management, General Ledger integration, bank reconciliation, transaction drill-down, fixed asset management and depreciation reporting. For an equipment hire business, these financial capabilities become more useful when they connect directly with rental contracts, purchasing, service and individual asset records.
For over three decades, Baseplan has been the unwavering choice for companies serious about profit and embracing evolving technology. As a leader in true ERP software, we’re here to elevate your rental business with cutting-edge solutions.
Randy Phillips
Corporate Controller, Porter Group USA
George Pappas
Managing Director, Linde Material Handling
Simone Klingberg
IT Manager, JLG Industries
Sam Dinsmore
General Manager, Allcott Hire
Stuart Dean
Chief Operations Officer, Kennards Hire
