Beanworks Help Center

Invoice - General 4

• Opening Beanworks PDF files in full size - Nitro PDF.
• Invoice Offering
• Update of PDF converter
• New PO and Invoice Distribution Coding Panel

Creating Invoices 14

• What does the "Permanently Ignore" button mean?
• What does "revived" status in my Open tab mean?
• Creating multiple invoices in one session
• How do I split or break apart multiple pages in my Create tab?
• What does "mixed" file name in my Create tab mean?

View all 14

Coding Invoices 12

• Summarize Captured Lines
• SmartCapture
• "No Approval Channels match line Items" error
• How do I code invoices into Beanworks?
• Splitting Invoice Lines by Equal Parts or by Percentages

View all 12

Approving Invoices 12

• Error approvalchannels.set.one_of_approvers_cannot_see_codeable_item when submitting invoices for approval.
• How do I approve invoices?
• Which approval channel did my invoice go to?
• I submitted an invoice for approval, and I see that my approval has been automatically added to the invoice. Why?
• I was alerted that I had an invoice to approve but when I log in there is nothing there, where is it?

View all 12

Exporting Invoices 9

• How to check if exported invoices are ready to be synced
• How do I export invoices?
• How do I get a copy of a previous export?
• Can I undo an export?
• After I exported an invoice it ended up in Sync Error status - why and what do I do now?

View all 9

Managing Invoices 19

• Mark an Invoice as Paid/Unpaid
• How do deal with duplicate Invoices
• Invoice Module - Statuses
• "Invalid Owner Change" Error
• Filters - custom, status, organizational unit

View all 19

Reporting 2

• What is the PDF report used for when I have integration?
• How do I select the invoices I want to report on?