What is the PDF report used for when I have integration?

Modified on Wed, 22 Feb 2023 at 02:50 PM

Exporting invoices by selecting 'Export PDF' results in the generation of a PDF report, which contains the coding information for each of the invoices exported. Exporting the PDF of the invoices is used primarily in two cases: 

  • You need the report to manually data enter the invoices from Beanworks into your ERP (for cases where we are not integrated with your ERP) 

  • The invoices you exported are already in your ERP, and/or you don’t want to send them into your ERP but keep them filed away in Beanworks.

When you select PDF option for reporting, you will see a pop-up that allows you to select which field(s) you'd like to include on your report:

If you uncheck everything that you are able to uncheck, you will be left with the full size images in your PDF report with only a summary of your invoices.

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