App Help - General FAQ

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25 articles in this collection
Written by Bean Team and Kasia Grzywna
Management

Shortcut Keys

Quick keys
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Written by Bean Team
Updated over a week ago

Are custom filters set-up permanently?

Custom filters set up, deleting custom filters
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Written by Bean Team
Updated over a week ago

Creating a New Organizational Unit

New orgunit. How do I create a new OU/Department in Beanworks? Contact support for a new Org Unit.
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Written by Bean Team
Updated over a week ago

How do I filter the Org Unit tree?

Filtering and customizing the visibility of the OU tree hierarchy
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Written by Bean Team
Updated over a week ago

Using the OU tree effectively to manage Invoices/PO's/Payments

Filtering the organizational units or org units to manage visibility of your invoices, purchase orders, and payments
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Written by Bean Team
Updated over a week ago

When I go to do a group action, why do some of the Invoices/PO's not do the action I have made?

Conducting a group action and running into an error
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Written by Bean Team
Updated over a week ago

I cannot see the entire list item name, how can I quickly see all of it?

Viewing the whole list item from the grid general view
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Written by Bean Team
Updated over a week ago

Auto-fill Dashes for GL Accounts

Automatically enter the dashes for general ledger accounts for specific ERPs like Great Plans (GP) and Sage 500
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Written by Bean Team
Updated over a week ago

I know I have been given the ability to change some information on the invoice before approving but why can't I change certain things?

Super approver role, coding fields, permissions
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Written by Bean Team
Updated over a week ago

Why can't I reset an invoice/PO/payment?

Unable to reset an invoice, purchase order, or payment
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Written by Bean Team
Updated over a week ago