App Help - Invoices

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

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

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

Invoice Statuses

What each status means in the Invoices module

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

"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

Where do I find my email address for sending in invoices?

Auto capture email, submitting invoices, email address settings

Written by Bean Team
Updated over a week ago

How does filtering work, and why should I use them?

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 do the coloured circles mean below the filters?

Org unit, filters, coloured circles

Written by Bean Team
Updated over a week ago

Using the OU Tree Effectively to Manage Invoices

How do I manage my invoices? Org Tree, filtering invoices, OU invoice view

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 Later & Do Not Pay status

Pay later, do not pay, invoice status

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 attach Backup Pages to my Invoice?

Backup pages, multiple page invoices, adding attachments

Written by Bean Team
Updated over a week ago

What is the difference between invoice pages and invoice back up?

Invoice pages, backup pages, attachments

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 can I add more pages to an invoice?

Multiple pages, adding pages, regular pages, backup 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

How can I get invoices into Beanworks?

Creating an invoice, uploading an invoice, create tab, new Invoice, manual capture, auto capture

Written by Bean Team
Updated over a week ago

What file formats can I send into Beanworks AP?

File type, Uploading an Invoice, Auto Capture

Written by Bean Team
Updated over a week ago

How can I create invoices?

How can I create invoices? Create invoice, auto capture, manual capture, upload invoice, invoice capture

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

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 Coding

Smart Code, Coding invoices, Vendor Coding. How does smart coding works?

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

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

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

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