App Help - Invoices

Tracy Thompson avatar Bean Team avatar Kasia Grzywna avatar +1
73 articles in this collection
Written by Tracy Thompson, Bean Team, Kasia Grzywna and 1 other
Managing Invoices

Invoice Module User Role Definitions

Invoice user roles, user interface, role definitions
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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
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Written by Bean Team
Updated over a week ago

Invoice Statuses

What each status means in the Invoices module
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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
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Written by Bean Team
Updated over a week ago

"Invalid Owner Change" Error

Invoice owner, changing owner, error
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Written by Bean Team
Updated over a week ago

"No Approval Channels match line Items" error

"No Approval Channels match line items" error
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Written by Bean Team
Updated over a week ago

What does a Wildcard search do?

Wildcard search, searching for invoices, searching list items
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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
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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
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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
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Written by Bean Team
Updated over a week ago

What do the coloured circles mean below the filters?

Org unit, filters, coloured circles
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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
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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
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Written by Bean Team
Updated over a week ago

Pay Later & Do Not Pay status

Pay later, do not pay, invoice status
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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
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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
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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
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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
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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
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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?
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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
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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
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Written by Bean Team
Updated over a week ago

How to Reset Invoices

Reset invoice, send invoice back, modifying a submitted invoice
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Written by Bean Team
Updated over a week ago

What does "revived" status in my Open tab mean?

Revived status, method, deleted invoice, workspace
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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
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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
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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
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Written by Bean Team
Updated over a week ago
Creating Invoices

How can I get invoices into Beanworks?

Creating an invoice, uploading an invoice, create tab, new Invoice, manual capture, auto capture
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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
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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
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Written by Bean Team
Updated over a week ago

Creating multiple invoices in one session

Multiple invoices, creating invoices, batch create
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Written by Bean Team
Updated over a week ago

Managing New Invoices

Emailing and Scanning Invoice into Beanworks, Managing New Invoices
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Written by Bean Team
Updated over a week ago

Locking & Unlocking Invoices

Locked invoices, unlocking, restricted invoices, why can't I see an invoice?
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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?
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Written by Bean Team
Updated over a week ago

Accessing invoices across multiple pages in the Create Tab

Multiple invoices, batch coding, selecting invoices
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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
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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
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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
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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
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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
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Written by Bean Team
Updated over a week ago

How do I submit an invoice for approval?

Submit for approval, approving invoices, approval channels
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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?
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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
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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
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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
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Updated over a week ago

Can I see who approved the invoice before me?

Approval history, invoice approver
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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
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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
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Written by Bean Team
Updated over a week ago

Can I approve or reject multiple Invoices at once?

Invoice approvals, batch approvals, multiple invoices
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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
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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
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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
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Written by Bean Team
Updated over a week ago