AVAILABILITY 

Filters are available across all Beanworks modules

• Invoices. To learn more about the invoice offering, read here.

• Payments. To learn more about the payment offering, read here.

• Purchase Order. To learn more about the purchase order offering, read here.

• Expenses. To learn more about the expense offering, read here.

PLEASE NOTE

• Status and organizational unit filters do not persist after you log out of the system. However, custom filters created in any of the workflow tab do persist. If custom filters are created on the search tab they are not saved.

BENEFITS

• Filters help customize the information you may want to see.

• Filters help customize the reports you may want to generate.

TYPES OF FILTERS

In Beanworks you have the ability to set up filters based on following criteria -

• Status

• Organizational Unit

• Customized based on other available data

STATUS FILTERS

In Beanworks there are statuses for invoices, purchase orders, payments and expenses through out the respective workflow. You will notice that some of the statuses are enabled by default in each of the workflow tab. The reason is because it requires an action to be taken on those invoices, payments and purchase orders. You do have the option to enable other statuses available in the workflow tab. Also, each workflow tab has a different set of statuses.

ORGANIZATIONAL UNIT

In Beanworks a system admin can provide organizational unit access to users. The access is dependent on how the organization is structured and the visibility the system admin chooses to provide to the users.

CUSTOM FILTERS

In Beanworks custom filters can be created to filter invoices, payments, purchase orders and expenses based on either a single or multiple criteria. Custom filters can be created on the different workflow tabs. They can also be created on the search tab.

HOW TO CREATE CUSTOM FILTERS

• Click on 'Add Filter'
• Select the legal entity you want to create the custom filter for
• Select the filter criteria
• Select or enter the value for the selected criteria

 FREQUENTLY ASKED QUESTIONS

 1) How do I filter the Org Unit tree?

- You can filter the org unit tree by clicking on the circle / node. For details read above.

2) What do the coloured circles mean in the filters?

- Coloured circle means that the status / filter is enabled. No colour means that the status / filter is disabled.

3) Are custom filters set-up permanently?

-Custom filters if created in any of the workflow tabs are permanent unless you delete them. Even if you log out and log back in the filters persists. They can be deleted by clicking on the 'x' against the filters. Custom filters if created in the Search tab are not saved after you have logged out.

4) Why would I setup a filter in the PO module?

-Filters can be used to quickly toggle criteria that you often search for. For example, if you have a vendor that you often use POs for, you can create a filter in the Committed tab for that vendor. If you ever need to see how many committed POs are left, you can turn on the filter to get a summary or create a report.