AVAILABILITY

Reports are available across the following Beanworks modules -

  • Invoices. To learn more about the invoice offering, read here.

  • Payments. To learn more about the payment offering, read here.

  • Purchase Order. To learn more about the purchase order offering, read here.

PLEASE NOTE

  • Reports in the purchase order and invoice module can be customized based on your specific needs and the data available in the system.

  • Reports can be generated across the different workflow tabs and also from the search tab available on invoices, purchase orders and payments module.

  • Reports can be generated from the reports dropdown available in the list or management view of invoices, purchase orders and payments module.

  • Reports can be generated for all invoices, purchase orders and payments in a given workflow tab or for a selected few.

TYPES OF REPORTS

  • General

  • Positive Pay (only available if you are using our payments module and paying your vendors via a check payment method. To learn more about Beanworks payment offering, read here.

REPORT FORMATS SUPPORTED

  • PDF

  • CSV

HOW IT WORKS

STEP 1: Select the workflow tab you want to generate the report from

Below is an example of the invoice module and the highlighted tabs indicate that report can be generated from these tabs.

Below is an example of the purchase order module and the highlighted tabs indicate that the report can be generated from these tabs.

Below is an example of the payment module and the highlighted tabs indicate that the report can be generated from these tabs.

STEP 2: Select the invoices, purchase orders or payments you want on the report and choose the report format

Please note, if you do not select specific invoices, purchase orders or payments then the report will include all the invoices, purchase orders and payments available on the workflow tab. You can select the invoices, purchase orders and payments by clicking on the checkbox next to it.

Below is an example where a report will be generated for selected invoices on the export tab.

Below is an example where a report will be generated for all the invoices available on the export tab.

Below is an example where a report will be generated for selected purchase orders on the in-progress tab.

Below is an example where a report will be generated for all the purchase orders available on the in-progress tab.

Below is an example where a report will be generated for selected payments on the paid tab.

Below is an example where a report will be generated for all the payments available on the paid tab.

STEP 3: Customize the information you want displayed on the reports for invoices and purchase order module (optional)

After you have selected the report format, you will have the option to select the information you want displayed on the reports.

Below is an example of different options you have to select from when wanting to generate a report in the purchase order module.

Below is an example of different options you have to select from when wanting to generate a report in the invoice module.

After you click on 'Generate' the report will start to download and will be accessible under the 'View Reports' section.

After the report has been successfully generated, click on 'Download' and the report will be downloaded on your computer.

The 'View Reports' section can be accessed from the Reports dropdown.

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