In your Create tab, once invoices have been uploaded or emailed into BeanworksAP, you can choose to move invoices from manual capture to auto capture, or from auto capture back to manual capture. Each invoice will indicate which capture method it is currently in under the 'Type' column.
To change multiple invoices from one capture method to another:
- Select the invoices that you want to change to either auto capture or manual capture by clicking the checkbox next to each invoice.
- Once the invoices you want to to move are selected, choose 'Actions' and then 'Move to Auto Capture' or 'Move to Manual Capture'.