Creating Invoices

What does the "Permanently Ignore" button mean?
When a new invoice has been uploaded to Beanworks, it appears in CREATE tab.  At this point, it is possible to click on "Actions" and choose "...
Mon, 13 Jun, 2022 at 7:06 AM
What does "revived" status in my Open tab mean?
In the Open tab, there are a couple of different upload methods that you will see, one of those is "Revived". Revived indicates that an invoice wa...
Mon, 13 Jun, 2022 at 7:06 AM
Creating multiple invoices in one session
When creating invoices from the Create page, you can choose to create more than one invoice in one session by selecting multiple rows.   Holding the 'c...
Mon, 13 Jun, 2022 at 7:06 AM
How do I split or break apart multiple pages in my Create tab?
There are a couple of ways to use the Create Tab to easily break up one file containing multiple invoices so that each invoice is on its own row in the Arri...
Mon, 13 Jun, 2022 at 7:06 AM
What does "mixed" file name in my Create tab mean?
In the Open tab, there is a column for the original file name to help you identify the files you want to work on. Sometimes you might see the file name &quo...
Mon, 13 Jun, 2022 at 7:07 AM
Locking & Unlocking Invoices
If a user locks an invoice on the Create tab, it means that only that user can see those invoices. Locked status is indicated by checking the box beside inv...
Mon, 13 Jun, 2022 at 7:07 AM
How long does it take for my invoices to arrive on the Create tab?
When invoices are sent in to your capture email address (either Manual or Auto) it will generally take a few minutes for invoices to appear on your Create t...
Mon, 13 Jun, 2022 at 7:07 AM
How do I split / separate invoice pages to send back to the Create tab?
Sometimes pages are accidentally included with an invoice that are not part of the coded invoice but are important pages that will be used to create a new i...
Mon, 13 Jun, 2022 at 7:07 AM
Accessing invoices across multiple pages in the Create Tab
In the Create tab you are able to access and work on invoices that may sit across multiple pages.   To work on these invoices in one screen:   Select the in...
Mon, 13 Jun, 2022 at 7:07 AM
How do I delete pages before creating an invoice?
In BeanworksAP, invoice pages can be rearranged and removed in the Create tab before an invoice is created or is left for the overnight auto capture process...
Mon, 13 Jun, 2022 at 7:07 AM