Can I change the Org Unit for a group of invoices at once?

Modified on Wed, 22 Feb 2023 at 02:11 PM

Beanworks allows you to reassign invoices to organizational units in a group action.

  • Go to In-Progress under the Invoices module.

  • Select the invoices you would like to change by clicking the checkbox or by holding down the ctrl button while you select the rows with your mouse. 

  • Select 'Actions' on the top right corner, then Change Org. Unit

  • Select the appropriate Org. Unit from the drop down, then select 'Change'.

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