Beanworks Help Center

Interface Customization 5

• Advanced Filters & Column Configuration
• Expand the Line Item Table
• What do all the Icons under the 'Actions' column mean?
• Can I move my coding panel?
• Customizing Columns

Management 5

• How to refer a friend to Beanworks
• I know I have been given the ability to change some information on the invoice before approving but why can't I change certain things?
• I cannot see the entire list item name, how can I quickly see all of it?
• When I go to do a group action, why do some of the Invoices/PO's not do the action I have made?
• Auto-fill Dashes for GL Accounts

Reporting 5

• Reports
• How do I search and report in Beanworks?
• Report History
• On the PDF report summary page, which columns will be displayed?
• What kinds of reports can I make?

Searching 2

• When should I use the global search?
• How do I get a quick total of the PO/Invoices/Payments I have filtered or searched for?

Setup and Access 5

• Browsers Supported
• What should my screen resolution be?
• Do I need to be connected to the internet?
• How do I change my Password?
• How to submit a ticket to Beanworks Support

Referrals 1

• How to refer a friend to Beanworks