Coding Invoices

Summarize Captured Lines
AVAILABILITY This feature is for our Line Item Capture, a part of our SmartCapture initiative. You can learn more about SmartCapture here. If you are inter...
Mon, 9 May, 2022 at 10:07 AM
SmartCapture
AVAILABILITY Beanworks team is working on a new initiative called SmartCapture. SmartCapture allows for implementing artificial intelligence enabled data c...
Thu, 19 Jan, 2023 at 2:31 PM
"No Approval Channels match line Items" error
You're receiving this error since your invoice does not meet the criteria of any approval channels. Approval channels dictate who invoices go to for ap...
Mon, 13 Jun, 2022 at 7:08 AM
How do I code invoices into Beanworks?
Managing New Invoices Before starting your coding, you need to ensure that your invoices have been created in Beanworks.  You can specify whether you ...
Mon, 13 Jun, 2022 at 7:08 AM
Splitting Invoice Lines by Equal Parts or by Percentages
Beanworks allows you to split invoice line items by either percentage or equal parts with just a few clicks of your mouse.   Accessing the Options to Split ...
Mon, 13 Jun, 2022 at 7:08 AM
How do I view the invoice image and coding details?
In Beanworks, the details view of an invoice will show you the header and coding panels, the approval history, any comments and all images associated with t...
Mon, 13 Jun, 2022 at 7:08 AM
How can I remove coding lines from my invoice?
If your invoice is in an editable status (N, IP, R, RE), and you are the owner of the invoice, you can remove extra coding lines for an invoice in the detai...
Mon, 13 Jun, 2022 at 7:08 AM
How can I add more coding lines to my invoice?
If your invoice is in an editable status (IP, N, RE, R), you can add coding lines in three ways:    1. Tabbing through the last field:    By tabbing through...
Mon, 13 Jun, 2022 at 7:08 AM
How can I change the owner of an invoice?
If you would like to assign work to another user, you can change the owner of an invoice so that it will sit in their In-progress tab for them to work on.  ...
Mon, 13 Jun, 2022 at 9:56 AM
Why can't I make changes to an invoice?
In order to make changes to an invoice you need to be the owner of said invoice and the invoice must be in an editable status (N, IP, RE, R). You can take o...
Mon, 13 Jun, 2022 at 9:03 AM