Side by side view - Viewing invoice & PO's at the same time

Modified on Wed, 22 Feb 2023 at 02:37 PM

Beanworks allows you to view both your invoice and the matched PO in the same window using the 'PO View" feature. Your invoice must be matched to at least one PO in order to utilize this split view feature.
To view your invoice and matched PO at the same time: 

  • Open the invoice in the details view

  • Click on the "PO View" button on the right side of the invoice tool bar

  • You can choose to either view both your invoice and the PO at the same by selecting "Split" from the menu options

  • Alternatively, you can view the PO in a full window by choosing the "Full" menu option. To return from full PO view back to your invoice, click on the "PO View" button again and select either 'None' or 'Split'

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