August 2020

Feature Enhancement!

Approval Channel Delegation / Vacation Coverage Update

Our Approval Channel Delegation feature has been updated to include today’s date as the start date, so you can quickly delegate an approver as soon as you need to.

With this feature, you can prevent delays and keep AP running smoothly while approvers are on vacation or on leave. Learn more.

Gmail Add On - Mobile Update

For customers using gmail, the new add-on that allows an invoice embedded in the body of an email, to be sent to Beanworks without having to convert it into a PDF, is available on Beanworks mobile app as well. Learn more.

Download Vendor CSV Update

Vendor detail CSV report now has a complete vendor address, payment method(s) enabled for the vendor, Vendor AP Spend and payment count for the last 12 months and Last Payment Date. Learn more.

Nvoicepay Vendor Off- boarding Update

We now support the ability to disable NvoicePay for a vendor. With this enhancement, you do not have to reach out to our support team and can off board the vendor in the settings area. Learn more.

July 2020

Whats New!

Payments for Rent Manager

Beanworks now support payments for Rent Manager. Since payments are created in the accounting system, payment terms/ early discounts negotiated with the vendors can be applied to the payments. Learn more.

Gmail Add On

For customers using gmail we have added a new add-on that allows an invoice embedded in the body of an email, to be sent to Beanworks without having to convert it into a PDF. Learn more.

SmartSync - Sync Status Overview

Sage 100 and Sage 300 customers who have multiple legal entities on SmartSync and want to see the sync status across all legal entities, can now do so by going to the sync status overview section. Learn more.

New Invoice Coding Panel

A few customers may have noticed in the last couple of weeks the account column had changed position, for these customers, we have moved it back to where it belongs, as the first column after Org Units. Learn more

Feature Enhancement!

Approval Channel Delegation / Vacation Coverage Update

We have released the ability for only system admins to be able to delegate an approver. If this is something you are interested in, please reach out to your customer success manager. Learn more.

June 2020

Whats New!

Beanworks Now Integrates with Jonas Encore

We now connect with Jonas Encore to automate accounts payable and support the club space in reducing time and money spent on manual AP. Learn more.

Expense Reimbursement

Beanworks has introduced a new module for employee expense reimbursement. This allows employees to capture receipts via both web and mobile app, create expense reports, and submit them for approval. Learn more.

May 2020

Whats New!

SmartSync - Sync All

Last month we released SmartSync, which lets you save time by syncing Beanworks and your ERP without leaving the application to use a separate tool. Now, you can sync all of your legal entities at the same time using SmartSync. Learn more.

Nvoicepay for Payments

We have partnered with Nvoicepay for payments, so that our US customers can pay AP invoices more efficiently. You can earn cash rebates on credit card transactions and provide payment options with detailed remittances to suppliers.

Nvoicepay supports multiple account numbers per payment irrespective of the payment method (checks, ACH & VCC). To read more about Nvoicepay benefits and how it works, please click here.

Approval Channel Delegation / Vacation Coverage

Prevent invoice processing delays and keep your approval process running smoothly if an approver is on leave. You can now delegate an approval channel to another user, either temporarily or permanently. Learn more

April 2020

Whats New!

SmartSync for Sage 300 2019 version

We are excited to announce that we have started rolling out our SmartSync feature to Sage 300 customers on the 2019 version. If you are using Sage 300, your Customer Success Manager will reach out to you in the following weeks. Previously known as Remote Sync, the SmartSync tool completes data integration between Beanworks and your accounting system without an external application.

Sage 100 Receiving Truck Update

Truck for the received quantity is back. To learn more about the purchase order and receiving workflow for Sage 100, please click here.

5th March 2020

Bug Fixes: 

  • The receiving truck for Sage 100 is back and is displayed if there is received quantity against the purchase order quantity in Sage APA. Click here for details on the imported purchase order workflow. 
  • For Sage Intacct, we are now importing the currency attribute for the location list. 

4th February 2020

Whats New!

SmartSync Scheduler for Sage 300 version 2018 and 2020
We are excited to let you know that we have started the process of rolling out the SmartSync for our Sage 300 customers on versions 2018 and 2020. If you are using Sage 300, your Customer Success Manager will reach out to you in the following weeks. Please note that we have been talking about Remote Sync, which we have now rebranded as SmartSync. 

SmartSync Scheduler for Sage 100
We are excited to let you know that we have started the process of rolling out the SmartSync scheduler for our Sage 100 customers. If you are using Sage 100, your Customer Success Manager will reach out to you in the following weeks.  
Please note that we have been talking about Remote Sync, which we have now rebranded as SmartSync. 

20th January 2020

Bug Fixes: 

  • The fix for the sync issue between Intacct and Beanworks has been released. 

16th January 2020

Bug Fixes: 

  • Comma's will no longer appear on the PO number field. 
  • You will now see a more informative error message when you try to deactivate a payment method for a vendor whose payments are in the statuses - IP, PA, A, RE, R or PD. The system will prompt you to either complete the processing of those payments or delete the payments before the payment method can be deactivated.

7th January 2020

Whats New!

Sage 50 CA 2020.1 Support
We recently released SyncTool support for Sage 50 CA version 2020.1. If you upgraded your Sage 50 CA to 2020.1 and the new version isn't appearing in the version dropdown within the "Integration" tab, you may need to uninstall your SyncTool and reinstall it again.

Performance Enhancements for the "Create" tab - Payments Module
Our customers using the Payments Module will now find that the Create tab of our Payments Module will be much quicker to load information. Overall we hope you should find the experience working within the Create tab to be much more improved. 

Sage 100 - Sync Time Enhancements
We made improvements within our SyncTool to enhance how long it takes to retrieve Purchase order and Receiving data from Sage 100. Our Sage 100 P/O Import customers will find that data will be exported from Sage 100 to SageAPA much quicker going forward. If you have not noticed improvements to the Sync performance, you may need to uninstall your SyncTool and reinstall it again.

Bug Fixes:

  • Sage 300 - Vendor Addresses being imported partially incomplete
    Some 300 clients may have noticed that Vendors addresses were not completely importing into SageAPA whereby part of the address would be missing from the vendors details.

    We discovered that if someone hits the return key (enter key) while adding an address in Sage 300, this action is hidden from the user but the return still exists when we pull that information from Sage. This resulted in addresses being imported with missing address line information.

    Going forward when we import vendor address, our importer will ignore return characters so that the entire address is imported and assigned to the vendor.  
  • Rent Manager - Missing Imported Payments
    We received a few reports from customers that Payments which should have been imported into Beanworks were not appearing matched to their respective Invoices. We isolated the issue which was being compounded by API issues with Rent Manager. Their team has resolved those issue and we've released a fix which we hope will resolve the issue.
  • Sage 100 - Missing Remit To Addresses
    We released a fix to an issue effecting Sage 100 clients whereby their imported vendors did not have their respective Remit To address included as part of the vendors details. If this issue effected you, please contact our support team as they may need to work with you to ensure this fix is in place for you.

4th December 2019

Whats New!

QBO 2020 Support
To ensure Beanworks continues to work seamlessly with Quickbooks Online, we now support major changes introduced with the 2020 Intuit SDK.

30th October 2019

Whats New! 

Sage 300 2020
We now support Sage 300 2020 version. If you would like to upgrade to the new version, please contact your Customer Success Manager so they can update the sync tool at the same time.  

Sage 50 CA 2020
We now support Sage 50 CA 2020 version. If you would like to upgrade to the new version, please contact your Customer Success Manager so they can update the sync tool at the same time.  

25th September 2019

Whats New! 

Sage 100 - Remit To Address support for check payments
For those of you using our Payments module - you may be happy to hear that we now import "Vendors Remit To Address" from Sage 100.
Click here to learn more.

5th September 2019

Whats New! 

Club Essential Integration
Beanworks now integrates with Club Essential. To learn more about our integration, please read here or reach out to sales@beanworks.com for additional information.

29th August 2019

Whats New! 

Sage 100 - Invoice and purchase order variance and approvals
The variance between the invoice and imported purchase order can be setup for quantity and unit cost. To learn more about how to setup approval channels, click here.

21st August 2019

Whats New! 

Sage 100 - Warehouse list support
Warehouse list is now supported for purchase order created and received against in Sage 100.
Click here to learn more. 

Bug Fixes:

  • Fixed the purchase order status display on the purchase order pdf download. 

13th August 2019

Whats New! 

Sage 100 - Freight amount support
Freight amount is now imported as part of the purchase order data. The user has the option to add or update the freight amount on the invoice adopted from the purchase order.
Click here to learn more. 

Bug Fixes:

  • Invoices that has 'Fully Invoice' column set to Yes can now be exported. 

25th July 2019

Whats New! 

Sage 100 - Adoption of purchase order data on the invoice
For those of you using invoice line adoption from purchase order data - you may be happy to hear that we now support the ability partially or fully adopt purchase order data on the invoice.
Click here to learn more. 

Rent Manager and Beanworks Connection
You don't need username and password anymore to connect Rent Manager and Beanworks.
Click here to learn more.

19th June 2019

Whats New! 

Sage 300 - Partial adoption of receiving data on the invoice
For those of you using invoice line adoption from receiving data - you may be happy to hear that we now support the ability to partially adopt receiving data on the invoice. Click here to learn more. 

Bug Fixes:

  • Improved the resolution of AP invoice and purchase order PDF’s, so that they are legible when printed or previewed.
  • Our Quickbooks customers can now save invoices, if account number is greater than 22 characters.  

4th June 2019

Whats New! 

Edit account number printed on check
For those of you using our Payments module - you may be happy to hear that we now support the ability to edit the account number that appears on checks printed in Beanworks. Click here to learn more. 

QuickBook Online Taxes

QuickBooks Online customers that need to capture taxes to report to the government (Canada, UK, etc) using tax codes can setup Beanworks to use them as well. Our integration provides you with the functionality needed to comply with governmental reporting requirements (such as VAT tax return) after implementing Beanworks. Click here to learn more. 

Bug Fixes:

  • Resolved the annoying bug on new user creation. If the password is incorrect, you don't have to re-enter home OU and role. 
  • Fixed the bug with exporting invoice image into Rent Manager. 
  • Invoices with unit cost and quantity can now be saved!
  • Audit log for imported purchase order is now back. 
  • Payment date exported to Intacct is now released date instead of completed. Yes, we want you to close your books on time!

4th April 2019

Whats New! 

The Bean Team is excited to announce upgrades and improvements we have made to our existing Invoice/ Purchase Order distribution coding panel and software infrastructure handling the conversion of invoice image.

New PO and Invoice Distribution Coding Panel
We know accounting teams love excel! As we upgraded the infrastructure that supports the line item coding panel, we added functionalities that are more like excel. To know more, read here.

Update of PDF Converter
We have enhanced our technology to handle different file specifications and variation of PDF/ JPG/ TIFF file formats. Although, this change is not visible to our users, if you want to know more, read here.

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