Intacct - How to set up a link to the Invoice exported from Beanworks.

Modified on Thu, 09 Feb 2023 at 12:40 PM

Beanworks exports a link to the invoice using a custom field in Intacct. You'll need to follow these few steps for this feature to work. 

Set Up

In the ‘old’ UI, select “Custom Fields” in the Platform Services menu:

Choose object to extend: apbill

Select URL for the data type.

Configure the URL properties like so:

NOTE: The Field Id must be BEANWORKS as seen above, the other fields can be named to your liking. 

Press enter on the options that follow Next.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article