Exporting invoices by selecting 'Export PDF' results in the generation of a PDF report, which contains the coding information for each of the invoices exported. Exporting the PDF of the invoices is used primarily in two cases:
- You need the report to manually data enter the invoices from Beanworks into your ERP (for cases where we are not integrated with your ERP)
- The invoices you exported are already in your ERP, and/or you don’t want to send them into your ERP but keep them filed away in Beanworks.
When you select PDF option for reporting, you will see a pop-up that allows you to select which field(s) you'd like to include on your report:
If you uncheck everything that you are able to uncheck, you will be left with the full size images in your PDF report with only a summary of your invoices.