Jonas Club Integration

Modified on Thu, 9 Feb, 2023 at 1:39 PM

Beanworks integrates with Jonas Club through file transfer.

LIST IMPORTED INTO BEANWORKS

  • Vendor

  • Account

  • Department

  • Subaccount (Requires additional setup. Please let your customer success manager know if you need to use this list.)

  • Category (The category list will be displayed as Purchase Category to avoid the conflict with Beanworks category list mandatory for the expense module.) 

We may be able to support additional lists / data points that you may need when coding your AP invoice. Please reach out to your customer success manager to discuss further.

ADDITIONAL FEATURES

  • Taxes

  • Discounts

To enable these additional features, please reach out to your customer success manager.

DATA POINTS EXPORTED FROM BEANWORKS

Header:

  • Vendor Name

  • Invoice Number

  • Invoice Date

  • Invoice Due Date

Line Item:

  • Account

  • Department

  • Subaccount

  • Description

  • Amount

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