Beanworks allows you to reassign invoices to organizational units in a group action.
- Go to In-Progress under the Invoices module.
- Select the invoices you would like to change by clicking the checkbox or by holding down the ctrl button while you select the rows with your mouse.
To change the OU for a group of invoices at once
- Select 'Actions' on the top right corner, then 'Change Org. Unit'.
- Select the appropriate Org. Unit from the drop down, then select 'Change'.
To reassign the owner for a group of invoices at once
- Select 'Actions' on the top right corner of your Beanworks, then 'Change Owner'.
- Select the appropriate Owner from the drop down menu.