There are 4 ways to upload invoice images into Beanworks

  1. Mobile app

  2. Email

  3. Scan

  4. Upload from your computer

MOBILE APP

Invoice images can be uploaded from Beanworks mobile app. Learn more.

EMAIL

Invoices can be emailed directly into Beanworks by using either the auto capture email or manual capture email associated with your user profile. These email addresses are automatically generated when a user profile is created in the system. You can check your manual and auto email addresses by going to your profile.

The Auto Capture email address is used most commonly as invoices that are sent to this email address will be data captured by our verification team. Auto Capture data includes mostly invoice header details -

  • Invoice Number

  • Vendor

  • Date

  • Due Date

  • Subtotal

  • Taxes

  • Total

The Manual Capture email address may be used when you need to immediately process an invoice, and want to add all of the information to the invoice yourself from the INBOX tab.

When you receive an invoice in your email, forward the entire email to your auto or manual capture email address. Read here for the formats we support.

SCAN

Invoices can also be scanned directly into Beanworks. To do this, you'll need to configure your scanner to auto forward the invoice image to your auto or manual capture email address.

UPLOAD FROM YOUR COMPUTER

STEP 1: "Click to browse"

Click on the INBOX tab, and select "click to browse" the invoice image from your computer.

STEP 2: "Drag and drop to upload".

Drag the invoice file from your desktop or email and dro[p it onto the side panel when highlighted in green.

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