Managing Invoices

Mark an Invoice as Paid/Unpaid
This feature is only available if you are using our payments module. In case you are not using our payments module and would like to learn more, please emai...
Thu, 19 May, 2022 at 2:04 PM
How do deal with duplicate Invoices
It is very important that when you encounter a duplicate invoice, you follow the below steps for verifying if it is actually a duplicate or not and follow a...
Mon, 13 Jun, 2022 at 7:04 AM
Invoice Module - Statuses
There are multiple statuses in the invoice module to identify the different stages an invoice can be in. Invoice workflow tabs (except Create) has a set...
Mon, 13 Jun, 2022 at 7:04 AM
"Invalid Owner Change" Error
When attempting to change the ownership of an invoice, you may have seen an error message stating "Invalid Owner Change". One thing to check is  w...
Mon, 13 Jun, 2022 at 7:04 AM
Filters - custom, status, organizational unit
AVAILABILITY Filters are available across all Beanworks modules Invoices. To learn more about the invoice offering, read here. Payments. To ...
Mon, 13 Jun, 2022 at 7:04 AM
Is there is a quick way to see all the duplicates in all of Beanworks?
You can see all the duplicates in each part of the workflow by creating a custom filter for duplicates.    To create a 'Duplicates' filter In...
Mon, 13 Jun, 2022 at 7:05 AM
How to delete an invoice from Beanworks
While working in Beanworks there may be occasion when an invoice needs to be deleted. In order to delete an invoice from the system you must be the owner of...
Mon, 13 Jun, 2022 at 7:05 AM
Side by side view - Viewing invoice & PO's at the same time
Beanworks allows you to view both your invoice and the matched PO in the same window using the 'PO View" feature. Your invoice must be matched to ...
Mon, 13 Jun, 2022 at 7:05 AM
What does a Wildcard search do?
The Wildcard search feature allows you to search for a specific search term(s) that appears anywhere in a name, or title when choosing a list item such as...
Mon, 13 Jun, 2022 at 7:05 AM
What does the 'S' and 'L' mean next to the invoice/PO statuses?
'S': The invoice has split line items. While in the grid view, the row of the invoice details will only display some of the data from the first li...
Mon, 13 Jun, 2022 at 7:05 AM