App Help - Invoices

Bean Team avatar Kasia Grzywna avatar Stuart Cantwell avatar +2
72 articles in this collection
Written by Bean Team, Kasia Grzywna, Stuart Cantwell and 2 others
Managing Invoices

Invoice Module User Role Definitions

Invoice user roles, user interface, role definitions
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How to search in Beanworks for Invoices

Searching for invoices, global search, filtered search, search tabs
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Can I view other users' invoices?

Only mine, invoices in the same org unit, viewing other users invoices
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"Invalid Owner Change" Error

Invoice owner, changing owner, error
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Invoice Module - Statuses

What each status means in the Invoices module
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"No Approval Channels match line Items" error

"No Approval Channels match line items" error
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What does a Wildcard search do?

Wildcard search, searching for invoices, searching list items
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How do deal with duplicate Invoices

How to deal with duplicates and the workflow for duplicate invoices
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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
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What does the 'S' and 'L' mean next to the invoice/PO statuses?

Invoice status, split line items, legal entity
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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,
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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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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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Are comments on invoices allowed to be changed or edited?

Invoice comments, editing comments, approving invoices
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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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How to delete an invoice from Beanworks

Deleting an invoice, invoice actions, sending pages back to workspace
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How to Reset Invoices

Reset invoice, send invoice back, modifying a submitted invoice
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What does "revived" status in my Open tab mean?

Revived status, method, deleted invoice, workspace
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Can I move invoices from manual capture to auto capture or vice versa?

Auto capture, manual capture, upload type
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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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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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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
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Invoice Image - File Formats

File Type, Uploading an Invoice, Invoice Image Upload, File Formats, What file formats can I send into Beanworks AP?
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Creating multiple invoices in one session

Multiple invoices, creating invoices, batch create
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Managing New Invoices

Emailing and Scanning Invoice into Beanworks, Managing New Invoices
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Locking & Unlocking Invoices

Locked invoices, unlocking, restricted invoices, why can't I see an invoice?
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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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Accessing invoices across multiple pages in the Create Tab

Multiple invoices, batch coding, selecting invoices
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What does "mixed" file name in my Create tab mean?

File name, file type, mixed, create tab
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How long does it take for my invoices to arrive on the Create tab?

Auto capture, creating invoices, uploading invoices
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How do I split or break apart multiple pages in my Create tab?

Splitting invoices, multiple pages, workspace, create tab
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How do I delete pages before creating an invoice?

Editing an invoice, Deleting invoice pages, Create tab
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Coding Invoices

How do I code invoices into Beanworks?

Code invoices into Beanworks, Uploading, line item, list item, wildcard search, saving, change owner
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How do I view the invoice image and coding details?

Viewing invoices, invoice images, invoice coding
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Smart Code

Smart Code, Coding invoices, Vendor Coding. How does smart coding works? Do not manually enter invoice line item coding
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Summarize Captured Lines

Smart Capture Summarize Captured Line
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SmartCapture

Artificial Intelligence, Machine Learning, Invoice header data capture,
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Why can't I make changes to an invoice?

Invoice coding, invoice owner, changing invoice coding
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How can I change the owner of an invoice?

Changing invoice owner, coding an invoice, assigning invoices
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How do I start coding other user's invoices?

Can I code another users invoice?, change owner, coding, other user owns
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Splitting Invoice Lines by Equal Parts or by Percentages

Splitting invoices, invoice parts, invoice percentages
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How can I add more coding lines to my invoice?

Adding line items, coding invoices
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How can I remove coding lines from my invoice?

Removing line items, deleting coding, editing invoices
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Approving Invoices

How do I approve invoices?

How do I approve invoices? Approving invoices, approval channels, super approver
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How do I submit an invoice for approval?

Submit for approval, approving invoices, approval channels
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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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Which approval channel did my invoice go to?

Approval channels, approval completion, details view, thumbs up icon
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How do I submit multiple invoices for approval at once?

Multiple invoices, batch submit, invoice approvals
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Why do I see a save button when I am approving my invoice?

Saving an invoice, invoice approver, save button
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Can I see who approved the invoice before me?

Approval history, invoice approver
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Can I write a comment before approving or rejecting an invoice?

Invoice approvals, rejecting an invoice, approval comments
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Why do I have to write a comment before rejecting an invoice?

Invoice comments, rejecting an invoice, invoice approvals
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Can I approve or reject multiple Invoices at once?

Invoice approvals, batch approvals, multiple invoices
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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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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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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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