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App Help - Invoices
App Help - Invoices
+2
69 articles in this collection
Written by
Tracy Thompson,
Bean Team,
Neha Gupta
and 2 others
Invoice Offering
Vendor invoices, Supplier invoices, Vendor Bills, Bill Payments, Invoice Payments,
Written by
Neha Gupta
Updated over a week ago
Beanworks Gmail Add-on
How to send an invoice embedded in the body of an email without having to convert into a pdf
Written by
Neha Gupta
Updated over a week ago
Update of PDF converter
PDF converter, importing invoices, PDF, emailed invoices
Written by
Tracy Thompson
Updated over a week ago
SmartCapture
Artificial Intelligence, Machine Learning, Invoice header data capture,
Written by
Neha Gupta
Updated over a week ago
Mark an Invoice as Paid/Unpaid
Mark invoices as paid or unpaid to have them show up in the Payments Create tab.
Written by
Lili Mörschbächer
Updated over a week ago
What does the "Permanently Ignore" button mean?
Permanently ignore button.
Written by
Kasia Grzywna
Updated over a week ago
New PO and Invoice Distribution Coding Panel
line items, coding panel, gl coding, distribution rows,
Written by
Tracy Thompson
Updated over a week ago
Managing Invoices
Invoice Module User Role Definitions
Invoice user roles, user interface, role definitions
Written by
Bean Team
Updated over a week ago
How to search in Beanworks for Invoices
Searching for invoices, global search, filtered search, search tabs
Written by
Bean Team
Updated over a week ago
Can I view other users' invoices?
Only mine, invoices in the same org unit, viewing other users invoices
Written by
Bean Team
Updated over a week ago
"Invalid Owner Change" Error
Invoice owner, changing owner, error
Written by
Bean Team
Updated over a week ago
Invoice Module - Statuses
What each status means in the Invoices module
Written by
Bean Team
Updated over a week ago
"No Approval Channels match line Items" error
"No Approval Channels match line items" error
Written by
Bean Team
Updated over a week ago
What does a Wildcard search do?
Wildcard search, searching for invoices, searching list items
Written by
Bean Team
Updated over a week ago
How do deal with duplicate Invoices
How to deal with duplicates and the workflow for duplicate invoices
Written by
Bean Team
Updated over a week ago
Filters - custom, status, organizational unit
How does filtering work, and why should I use them? Filtered search, searching invoices, status filters, custom filters, org unit filters
Written by
Bean Team
Updated over a week ago
What does the 'S' and 'L' mean next to the invoice/PO statuses?
Invoice status, split line items, legal entity
Written by
Bean Team
Updated over a week ago
Pay Invoice Later or Do Not Pay Invoice
Pay later, do not pay, invoice status, How do I mark invoice as pay later or do not pay,
Written by
Bean Team
Updated over a week ago
Can I reassign, or change the OU for a group of invoices at once?
Batch reassign, multiple invoices, changing org unit
Written by
Bean Team
Updated over a week ago
How do I reorder, change orientation or add images on my invoice?
Editing invoice images, create tab, in progress, delete, rotate
Written by
Bean Team
Updated over a week ago
Are comments on invoices allowed to be changed or edited?
Invoice comments, editing comments, approving invoices
Written by
Bean Team
Updated over a week ago
Can I shrink the size of the invoice, so I can see more pages at once?
Image size, multiple page invoices, workspace, why can't I see all my invoice pages?
Written by
Bean Team
Updated over a week ago
How to delete an invoice from Beanworks
Deleting an invoice, invoice actions, sending pages back to workspace
Written by
Bean Team
Updated over a week ago
How to Reset Invoices
Reset invoice, send invoice back, modifying a submitted invoice
Written by
Bean Team
Updated over a week ago
What does "revived" status in my Open tab mean?
Revived status, method, deleted invoice, workspace
Written by
Bean Team
Updated over a week ago
Can I move invoices from manual capture to auto capture or vice versa?
Auto capture, manual capture, upload type
Written by
Bean Team
Updated over a week ago
Side by side view - Viewing invoice & PO's at the same time
PO view, matching invoices and PO's, side by side view
Written by
Bean Team
Updated over a week ago
Is there is a quick way to see all the duplicates in all of Beanworks?
Duplicate status, workflow filter, invoice copies
Written by
Bean Team
Updated over a week ago
Creating Invoices
Upload - Invoice Image
Uploading an invoice image, create tab, new Invoice, manual capture, auto capture, How can I upload invoice image into Beanworks
Written by
Bean Team
Updated over a week ago
Invoice Image - File Formats
File type, Uploading an Invoice, Invoice Image Upload, File Formats, What file formats can I send into Beanworks AP?
Written by
Bean Team
Updated over a week ago
Creating multiple invoices in one session
Multiple invoices, creating invoices, batch create
Written by
Bean Team
Updated over a week ago
Managing New Invoices
Emailing and Scanning Invoice into Beanworks, Managing New Invoices
Written by
Bean Team
Updated over a week ago
Locking & Unlocking Invoices
Locked invoices, unlocking, restricted invoices, why can't I see an invoice?
Written by
Bean Team
Updated over a week ago
How do I split / separate invoice pages to send back to the Create tab?
How do I split / separate invoice pages in the In Progress tab and sent them back to the Create tab?
Written by
Bean Team
Updated over a week ago
Accessing invoices across multiple pages in the Create Tab
Multiple invoices, batch coding, selecting invoices
Written by
Bean Team
Updated over a week ago
What does "mixed" file name in my Create tab mean?
File name, file type, mixed, create tab
Written by
Bean Team
Updated over a week ago
How long does it take for my invoices to arrive on the Create tab?
Auto capture, creating invoices, uploading invoices
Written by
Bean Team
Updated over a week ago
How do I split or break apart multiple pages in my Create tab?
Splitting invoices, multiple pages, workspace, create tab
Written by
Bean Team
Updated over a week ago
How do I delete pages before creating an invoice?
Editing an invoice, Deleting invoice pages, Create tab
Written by
Bean Team
Updated over a week ago
Coding Invoices
How do I code invoices into Beanworks?
Code invoices into Beanworks, Uploading, line item, list item, wildcard search, saving, change owner
Written by
Bean Team
Updated over a week ago
How do I view the invoice image and coding details?
Viewing invoices, invoice images, invoice coding
Written by
Bean Team
Updated over a week ago
Smart Code
Smart Code, Coding invoices, Vendor Coding. How does smart coding works? Do not manually enter invoice line item coding
Written by
Bean Team
Updated over a week ago
Why can't I make changes to an invoice?
Invoice coding, invoice owner, changing invoice coding
Written by
Bean Team
Updated over a week ago
How can I change the owner of an invoice?
Changing invoice owner, coding an invoice, assigning invoices
Written by
Bean Team
Updated over a week ago
How do I start coding other user's invoices?
Can I code another users invoice?, change owner, coding, other user owns
Written by
Bean Team
Updated over a week ago
Splitting Invoice Lines by Equal Parts or by Percentages
Splitting invoices, invoice parts, invoice percentages
Written by
Bean Team
Updated over a week ago
How can I add more coding lines to my invoice?
Adding line items, coding invoices
Written by
Bean Team
Updated over a week ago
How can I remove coding lines from my invoice?
Removing line items, deleting coding, editing invoices
Written by
Bean Team
Updated over a week ago
Approving Invoices
How do I approve invoices?
How do I approve invoices? Approving invoices, approval channels, super approver
Written by
Bean Team
Updated over a week ago
How do I submit an invoice for approval?
Submit for approval, approving invoices, approval channels
Written by
Bean Team
Updated over a week ago
Can I save my invoice without submitting it for approval?
Saving an invoice, in-progress, what if I am working on an invoice but I want to save my progress and come back to it?
Written by
Bean Team
Updated over a week ago
Which approval channel did my invoice go to?
Approval channels, approval completion, details view, thumbs up icon
Written by
Bean Team
Updated over a week ago
How do I submit multiple invoices for approval at once?
Multiple invoices, batch submit, invoice approvals
Written by
Bean Team
Updated over a week ago
Why do I see a save button when I am approving my invoice?
Saving an invoice, invoice approver, save button
Written by
Bean Team
Updated over a week ago
Can I see who approved the invoice before me?
Approval history, invoice approver
Written by
Bean Team
Updated over a week ago
Can I write a comment before approving or rejecting an invoice?
Invoice approvals, rejecting an invoice, approval comments
Written by
Bean Team
Updated over a week ago
Why do I have to write a comment before rejecting an invoice?
Invoice comments, rejecting an invoice, invoice approvals
Written by
Bean Team
Updated over a week ago
Can I approve or reject multiple Invoices at once?
Invoice approvals, batch approvals, multiple invoices
Written by
Bean Team
Updated over a week ago
I was alerted that I had an invoice to approve but when I log in there is nothing there, where is it?
Invoice approval email, reviewing invoices, approval channels
Written by
Bean Team
Updated over a week ago
I submitted an invoice for approval, and I see that my approval has been automatically added to the invoice. Why?
Approving your own invoice, invoice approver, automatic approval
Written by
Bean Team
Updated over a week ago
When invoices are submitted for approval, what happens if the invoice hits multiple channels?
Multiple approval channels, split invoice approval, multi org unit invoices
Written by
Bean Team
Updated over a week ago
Exporting Invoices
How do I export invoices?
How do I export invoices? Export data, export pdf, export history, undo export, batch name, post month, sync error
Written by
Bean Team
Updated over a week ago
Types of Invoice Export
Exporting invoices, EX (exported), export data, export pdf, import to ERP
Written by
Bean Team
Updated over a week ago
Can I undo an export?
Undo an export, exporting to an ERP, undo option
Written by
Bean Team
Updated over a week ago
How do I export multiple invoices at once?
Exporting multiple invoices, batch export, export all
Written by
Bean Team
Updated over a week ago
After I exported an invoice it ended up in Sync Error status - why and what do I do now?
Sync error, manual marking export, resetting invoice, exporting invoices, mark invoice as exported
Written by
Bean Team
Updated over a week ago
How do I get a copy of a previous export?
Archive tab, exported invoice, export history, where do I find and exported invoice?
Written by
Bean Team
Updated over a week ago
Reporting
How do I select the invoices I want to report on?
Invoice reports, CSV or PDF reports
Written by
Bean Team
Updated over a week ago
What is the PDF report used for when I have integration?
Invoice reports, PDF Report, manual data entry ERP, How do I make a report?
Written by
Bean Team
Updated over a week ago