List Management

How to Delete a Vendor
As you continue to update your vendors, sometimes you come across a vendor that is no longer in use. To delete a vendor in Beanworks please go through the f...
Sat, 11 Jun, 2022 at 12:24 PM
If I say 'Yes' for a Field to be 'Modified by Approver', what does that mean?
Super Approvers have the ability to modify certain fields on an invoice. If Super Approvers are activated and set up, System Administrators can change the p...
Sat, 11 Jun, 2022 at 12:24 PM
Enabling Super Approver Override fields
In Beanworks, System Administrators have the ability to set fields that can be overridden by users with Super Approver roles so that invoices do not have to...
Sat, 11 Jun, 2022 at 12:24 PM
How to set a Min/Max Limit on a field
System Administrators can set Minimum and/or Maximum character limits on fields in BeanworksAP. This would be used on fields such as the Description field o...
Sat, 11 Jun, 2022 at 12:24 PM
How do I deactivate a list in Beanworks
Pre-requisite: To deactivate a list, you need to be a System administrator in Beanworks.   HOW IT WORKS: To deactivate a list from showing on invoices, pur...
Sat, 11 Jun, 2022 at 12:24 PM
Coding Fields
Beanworks allows you to setup certain fields as required when coding the details of an invoice, purchase order or a payment. Required fields can be setup fo...
Sat, 11 Jun, 2022 at 12:25 PM
How do I set list defaults?
System administrators can set default list items to appear in the header details for each legal entity.   To set default list items: Go to 'Setti...
Sat, 11 Jun, 2022 at 12:25 PM