Jonas Club - Upload payment details to Beanworks

Modified on Thu, 09 Feb 2023 at 01:40 PM

If you are not using Beanworks payments module to pay your vendor invoices and are still cutting checks or making payments via another payment method, we highly recommend that you send that payment information (imported payments) into Beanworks.

The imported payments will be matched to the invoices existing in Beanworks and you will be able to create a payment report.

IMPORTING PAYMENT INFORMATION INTO BEANWORKS FROM JONAS

In order to send the payment information into Beanworks, please follow the steps below -

After pressing PRINT, click on the 'Smart Viewer' option

and save the file in this folder S:\Jonas\Beanworks folder:

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