Invoices

Smart Code (Only applicable to UK customers)
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
Upload - Invoice Image (Only applicable to UK customers)
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
Invoice Module - Statuses (Only applicable to UK customers)
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
Mark an Invoice as Paid/Unpaid (Only applicable to UK customers)
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
How to use the Ignore Image function (Only Applicable to UK Customers)
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
How do I export invoices? (Only applicable to UK customers) LINKS NOT READY
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
Why can't I make changes to an invoice? (Only applicable to UK customers)
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
What is the PDF report used for when I have integration? (Only applicable to UK customers)
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
How can I add more coding lines to my invoice? (Only applicable to UK customers)
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
How do I get a copy of a previous Invoice export? (Only applicable to UK customers)
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