Please see below for a list of webinars for the released features -

MARCH 2021

Product Training (18th March 2021)

Topics covered -

  • Manage lists

  • Use coding fields in purchase order, invoice and payments module

  • Add super approver overrides

  • Set approval channels for each module

JANUARY 2021

Product Training (21st January 2021)

Topics covered -

  • Invoice Workflow

  • Invoice Image Upload

  • Other features

DECEMBER 2020

Product Training (9th December 2020)

Topics covered -

  • Expense Workflow

  • Filters

  • Taxes

  • Reject Report

  • Category Association

Product Training (2nd December 2020)

Topics covered -

  • Payment Workflow

  • Approval Channel

  • Auto - Release

  • Partial Payments

  • Revoke Payments

NOVEMBER 2020

Product Training (5th November 2020)

Topics covered -

  • Purchase Requisition

  • Purchase Order Workflow

  • Approval Channel

  • Other Customizations

OCTOBER 2020

Product Training (22nd October 2020)

Topics covered -

  • Sage 300 - Imported Purchase Order Workflow

  • PO data import from Sage 300

  • Receiving data import from Sage 300

  • Invoice line item adopted to receiving data

SEPTEMBER 2020

Product Training (17th September 2020)

Topics covered -

  • Sage 100 - Imported Purchase Order Workflow

  • PO data import from Sage 100

  • Receiving data import from Sage 100

  • Invoice line item adopted to receiving data

Product Training (3rd September 2020)

Topics Covered -

  • Approval Channels

  • Search / Reports

  • Customization (Settings / Filters etc.)

AUGUST 2020

Expense Module - Training Webinar

Watch this webinar if expense module has been enabled for your legal entity / company and you are interested to learn more on how it works.

New Module - Expense Reimbursement (Discovery Webinar)

Watch this webinar to discover if Beanworks expense module is a good fit for your expense report workflow.

Topics covered -

  • Expense Module

New Feature - Approval Channel Delegation / Vacation Coverage

Topics covered -

  • Approval Channel Delegation Feature

  • Temporary Delegation

  • Permanent Delegation

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