Please see below for a list of webinars for the released features -

MARCH 2021

Product Training (18th March 2021)

Topics covered -

• Manage lists

• Use coding fields in purchase order, invoice and payments module

• Add super approver overrides

• Set approval channels for each module

JANUARY 2021

Product Training (21st January 2021)

Topics covered -

• Invoice Workflow

• Invoice Image Upload

• Other features

DECEMBER 2020

Product Training (9th December 2020)

Topics covered -

• Expense Workflow

• Filters

• Taxes

• Reject Report

• Category Association

Product Training (2nd December 2020)

Topics covered -

• Payment Workflow

• Approval Channel

• Auto - Release

• Partial Payments

• Revoke Payments

NOVEMBER 2020

Product Training (5th November 2020)

Topics covered -

• Purchase Requisition

• Purchase Order Workflow

• Approval Channel

• Other Customizations

OCTOBER 2020

Product Training (22nd October 2020)

Topics covered -

• Sage 300 - Imported Purchase Order Workflow

• PO data import from Sage 300

• Receiving data import from Sage 300

• Invoice line item adopted to receiving data

SEPTEMBER 2020

Product Training (17th September 2020)

Topics covered -

• Sage 100 - Imported Purchase Order Workflow

• PO data import from Sage 100

• Receiving data import from Sage 100

• Invoice line item adopted to receiving data

Product Training (3rd September 2020)

Topics Covered -

• Approval Channels

• Search / Reports

• Customization (Settings / Filters etc.)

AUGUST 2020

Expense Module - Training Webinar

Watch this webinar if expense module has been enabled for your legal entity / company and you are interested to learn more on how it works.

New Module - Expense Reimbursement (Discovery Webinar)

Watch this webinar to discover if Beanworks expense module is a good fit for your expense report workflow.

Topics covered -

• Expense Module

New Feature - Approval Channel Delegation / Vacation Coverage

Topics covered -

• Approval Channel Delegation Feature

• Temporary Delegation

• Permanent Delegation