Payments Module Overview

There are two different workflows for processing payments within Beanworks which are ERP specific. Please review both videos to find which workflow concerns your configuration.

ERP Integrated Payment Workflow

ERP Driven Payment Workflow

Creating Payments (ERP Integrated Payments Workflow Only)

Coding Payments

Approving Payments

Releasing Payments

Payment Reporting

Payment Run Report

Actions View

Onboarding Vendors

Please note that you would need to enter vendor banking information (not email) for onboarding vendors for ACH.

Next Step: Settings Videos

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