Invoices
The ability to 'Smart Code' invoice line items details for a specific vendor is available after at least one invoice for the same vendor has been...
Thu, 19 Jan, 2023 at 3:58 PM
There are 4 ways to upload invoice images into Beanworks Mobile app Email Scan Upload from your computer MOBILE APP Invoice i...
Thu, 19 Jan, 2023 at 3:59 PM
There are multiple statuses in the invoice module to identify the different stages an invoice can be in. Invoice workflow tabs have a set of invoic...
Thu, 19 Jan, 2023 at 3:59 PM
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 ema...
Thu, 19 Jan, 2023 at 4:00 PM
When would you use this function? Often times when invoices get forwarded into the Auto Capture from an email, the logos attached to email signatures ...
Thu, 19 Jan, 2023 at 4:00 PM
Types of Invoice Export Once your invoice has gone through its approval process, there are several options that you can do to export yo...
Thu, 19 Jan, 2023 at 4:01 PM
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 ...
Thu, 19 Jan, 2023 at 4:01 PM
Exporting invoices by selecting 'Export PDF' results in the generation of a PDF report, which contains the coding information for each of the inv...
Thu, 19 Jan, 2023 at 4:02 PM
If your invoice is in an editable status (IP, N, RE, R), you can add coding lines in two ways: 1. Tabbing through the last field: By tabbing through each...
Thu, 19 Jan, 2023 at 4:04 PM
Once an invoice is exported (to your ERP or to a PDF), it is stored in the archived tab of Beanworks To access a previously exported invoice Select ...
Thu, 19 Jan, 2023 at 4:04 PM