COMING SOON!

AVAILABILITY

Beanworks is upgrading its integration with Great Plains to offer a better user experience.

LISTS IMPORTED INTO BEANWORKS

  1. Vendors

  2. GL

  3. AP Account

  4. Tax

COMING SOON!

  1. Payment Terms

  2. Unit Of Measure

  3. Currency

  4. Warehouse / Site

  5. Items

ATTRIBUTES IMPORTED FOR LISTS

VENDOR LIST

  • Id

  • Name

  • CheckName

  • ShortName

  • VendorStatus

  • RemitToAddress (Includes - Address1, Address2, Address3, City, State, ZipCode, Country, Last Modified Date)

  • ShippingAddress (Includes - Address1, Address2, Address3, City, State, ZipCode, Country, Last Modified Date)

AP ACCOUNT

  • Index

  • Number

  • Description

  • Active

  • Last Modified Date

COMING SOON!

ITEMS

  • Number

  • Description

  • ShortName

  • Generic Description

  • Item Type

  • Default Purchasing Unit of Measure

  • Default Site Id

  • Inactive status

  • Last Modified Date

UNIT OF MEASURE

  • Id

  • Description

  • BaseUoM

  • Sequence Number

  • UoM

  • Equivalent UoM

  • Equivalent UoM Quantity

  • Quantity in Base UoM

  • Last Modified Date

SYNCING INFORMATION

Information can be synced between the two systems using SmartSync. To learn more, read here.

FEATURES SUPPORTED

  • Post Date : The ability to set the post date for a batch of invoices exported from Beanworks into Great Plains.

  • Credit Memos : The ability to code and export a credit memo.

  • Imported Payments : The ability to import payment information into Beanworks, so that it can be matched to the invoices in Beanworks. Please note, imported payments are payments not paid through our payments module. We match the imported payment information to the invoices via an invoice external id and / or vendor name and invoice number.

  • Export Invoice Link into Great Plains (coming soon!)

PLEASE NOTE

  • Vendor Remit to address will be supported as part of importing the vendor lists. In case you are using our payments module to pay your vendors via checks, you will be able to send the check to the vendor remit address.

INVOICE WORKFLOW

The invoice module can be used to upload invoice images, code invoices, submit them for approval based on the approval matrix set up and export invoice data back into the accounting system.

PAYMENTS WORKFLOW

The payment module can be used for paying vendor invoices and reimbursing employee expenses. To learn more about the payment workflow offered for great plains, please read here.

EXPENSE WORKFLOW

The expense module can be used for allows the employees to capture their receipts via both web and mobile app; create expense reports and submit the reports for approval. To learn more about the expense workflow offered for great plains, please read here.

INVOICE FIELD MAPPING

Below is an example of how an invoice appears in Beanworks.

Below is an example of how the invoice data appears in great plains.

Below is an example of invoice line distribution

Below is an example of payment screen

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