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App Help - System Admin
App Help - System Admin
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34 articles in this collection
Written by
Bean Team,
Kasia Grzywna,
Stuart Cantwell
and 1 other
Approval Channels
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 Entities and Org Units
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
Kasia Grzywna
Updated over a week ago
List Management
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
Notification Emails
Daily Notifications
Daily notifications, what includes, when they are sent out
Written by
Stuart Cantwell
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
Settings
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
User Management
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