Coding Invoices
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
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
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
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
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
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
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
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
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
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