App Help - System Admin

Approval Channel Delegation / Vacation Coverage

When and how to assign a delegate

Written by Bean Team
Updated over a week ago

Approval Channels

Approval Channel, Approval Matrix, Group Approvals, Multiple Approval Channels, Invoice & Payments Approvals, Create an approval channel.

Written by Bean Team
Updated over a week ago

How do approval channels work?

Approval channels, invoice approver, invoice creator, invoice coder

Written by Bean Team
Updated over a week ago

Edit an Approval Channel

How to edit an approval channel, remove all criteria from the approval channel, Delete an approval channel

Written by Bean Team
Updated over a week ago

Create and Enable a Stop Channel

Creating and enabling a stop channel, what stop channels are, and approval channels

Written by Bean Team
Updated over a week ago

What does approval channel sequence mean?

Approval channel sequence, approval order, invoice approver, system admin. What does approval channel sequence mean?

Written by Bean Team
Updated over a week ago

Does the order approvers are listed in matter in the approval channel?

Ordering of approvers in the approval channel, group approval

Written by Bean Team
Updated over a week ago

Legal Entity Management

How to add/create new Legal Entities in Beanworks

Written by Bean Team
Updated over a week ago

Org Unit Management

How to create and edit an Org Unit in Beanworks.

Written by Bean Team
Updated over a week ago

Legal Entity Address Management

How to Legal Entity Addresses in Beanworks.

Written by Bean Team
Updated over a week ago

Setting up a new Legal Entity. What should you do after it is created in Beanworks?

What steps need to be taken after a new Legal Entity has been created? A guide on each action item required from the client.

Written by Bean Team
Updated over a week ago

How do I set list defaults?

Setting default list items to automatically appear in the invoice detail panel

Written by Bean Team
Updated over a week ago

How do I deactivate a list in Beanworks

Making a list inactive: system administrator only

Written by Bean Team
Updated over a week ago

Coding Fields

Making a coding field mandatory within an invoice, purchase order, or payment, How do I make a field mandatory.

Written by Bean Team
Updated over a week ago

How to set a Min/Max Limit on a field

Setting a minimum and maximum character limit on coding fields

Written by Bean Team
Updated over a week ago

How to Delete a Vendor

This article will show you best practices for deleting vendors in Beanworks.

Written by Yannis Cheung
Updated over a week ago

Enabling Super Approver Override fields

Super Approver overriding coding fields to prevent re-approving an invoice

Written by Bean Team
Updated over a week ago

If I say 'Yes' for a Field to be 'Modified by Approver', what does that mean?

Allowing Super Approvers to edit the coding of certain fields within an invoice during 'pending approval' status

Written by Bean Team
Updated over a week ago

Daily Notifications

Daily notifications, what includes, when they are sent out

Written by Bean Team
Updated over a week ago

Can I set up instant, real-time notifications for some users? What are the instant notifications that can be set up?

Setting up notifications for users, approvers:

Written by Bean Team
Updated over a week ago

How do I forward email notifications to another email?

Forwarding email notifications to a different email address

Written by Bean Team
Updated over a week ago

How to change notification emails that users receive

Changing and editing the notification emails sent to users and approvers

Written by Bean Team
Updated over a week ago

Audit Log

Tracking the changes made to specific invoices, purchase orders and payments - system administrator features

Written by Bean Team
Updated over a week ago

How to enable Batch Name

Entering a specific batch name when exporting invoices

Written by Bean Team
Updated over a week ago

Post Month

Exporting and posting to a month that is already closed, How to enable post month feature, How to select post month date

Written by Bean Team
Updated over a week ago

Payment User Role Definitions

What do the different payment user roles mean?

Written by Bean Team
Updated over a week ago

Invoice and Purchase Order User Role Definitions

What do the different invoice user roles mean?

Written by Bean Team
Updated over a week ago

How do I edit a user in Beanworks?

How to edit a user in Beanworks: User profile, user management, settings

Written by Bean Team
Updated over a week ago

How do I create a new user?

How do I create a new user? How do I add a user? How do I add a new employee? Beanworks lets you create and manage users.

Written by Bean Team
Updated over a week ago

Deactivate/Reactivate Users

Deactivating and reactivating users within the system, approvers, coders, error message

Written by Bean Team
Updated over a week ago

Update/Change an Email Address (Username)

Changing and updating a user's email address and username

Written by Bean Team
Updated over a week ago

Batch Create Users

Creating a batch of users, How to create users in a batch

Written by Bean Team
Updated over a week ago

Can a system admin change a user’s password?

Changing a user's password, system administrator

Written by Bean Team
Updated over a week ago

How to change a user's access to Org Units?

Changing and editing a user's access to organizational units, add and remove access

Written by Bean Team
Updated over a week ago