AVAILABILITY

Beanworks mobile app is available and can be downloaded from both Apple Store and Google Play. For best user experience it is important that the user has a valid credentials. The features available to the user in the mobile app are based on the user role type and permissions.

PRE- REQUISITES

  • You have successfully logged into the app.

FEATURES SUPPORTED

  • Invoice image capture and upload

  • Invoice approval and rejection

HOW IT WORKS

STEP 1: Upload invoice image

1.a) Invoice image can be uploaded either by directly clicking on the camera icon on the home page or by going into the invoice section of the mobile app.

If you choose to directly use the camera, please make sure that you allow Beanworks to access your camera or you can select an existing picture from your phone's library.

If you upload an invoice image by directly clicking on the camera icon, the app will confirm if you are uploading a receipt or an invoice. Please note this confirmation will be needed only if you have access to both the expense and invoice module.

Once the invoice image is selected, you will be asked to select whether you want to send the image to automatic (auto) or manual capture.

STEP 2 : Approve or Reject an Invoice

In order to approve or reject an invoice go into the invoice section of the mobile app. Please note, invoices on the mobile app can not be batched approved or rejected.

In the invoice section you will see a list of all the invoices pending your approval.

Please note you need to have an invoice approval role or permission to approve invoices enabled for your respective role to be able to approve an invoice.

Select the invoice you want to approve or reject.

You can view the invoice header details by clicking on the details section.

You can view the line item details by clicking on the line item section.

You can approve or reject an invoice by clicking on the approve or reject button respectively. Please note , if you reject an invoice adding a comment is mandatory.

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