App Help - Payments

Tracy Thompson avatar Bean Team avatar Neha Gupta avatar +2
69 articles in this collection
Written by Tracy Thompson, Bean Team, Neha Gupta and 2 others
Creating Payments

How do I create a payment?

How do I create a payment? Creating payments, ERP Integrated, Payment Create Tab
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I prevent an invoice from appearing in the create tab?

Mark invoice as paid. Prevent invoice from being paid. Remove from create tab.
Bean Team avatar
Written by Bean Team
Updated over a week ago

Create payments by Vendor and AP Account

AP Account, Payment, Multiple AP Accounts
Kasia Grzywna avatar
Written by Kasia Grzywna
Updated over a week ago

How do I create multiple payments in one session?

Navigate between all the payments you want to make in one go. Select mutiple payments at once.
Bean Team avatar
Written by Bean Team
Updated over a week ago

Can I make a partial payment to an invoice?

What if I don't want to pay a whole invoice? How to pay part of an invoice? Partial vendor payments
Bean Team avatar
Written by Bean Team
Updated over a week ago

Can I select the invoices I want to pay for a vendor?

Select specific invoices to pay. You don't have to pay all invoices. Easily select which invoices to include in this payment.
Bean Team avatar
Written by Bean Team
Updated over a week ago

What should I do before I create a payment?

Creating a payment, sync tool
Bean Team avatar
Written by Bean Team
Updated over a week ago

Why are my invoices not showing up in the Payments Create tab?

Payments create tab, trying to pay an invoice, payables date
Bean Team avatar
Written by Bean Team
Updated over a week ago

How can I see the outstanding invoices I can pay for a particular vendor?

See outstanding payments for a vendor. View the list of invoices to be paid to your supplier.
Bean Team avatar
Written by Bean Team
Updated over a week ago

Why are paid invoices still appearing on the create tab?

An invoice you paid is still available for payment? You see it as paid in your ERP but you can see it in the create payments tab?
Bean Team avatar
Written by Bean Team
Updated over a week ago
Approving Payments

How do I approve payments?

How do I approve payments? Submitted payment, review payment, approve reject payment, payment approval channel
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I approve or reject a payment?

How do I approve or reject a payment? Approval history
Bean Team avatar
Written by Bean Team
Updated over a week ago

Can I leave a comment when rejecting or approving a payment?

Entering a comment during the approval stage
Bean Team avatar
Written by Bean Team
Updated over a week ago

Can I approve or reject multiple payments at once?

Batch approving or rejecting multiple payments
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I submit a payment for approval?

Submitting a payment for approval, Payments In-progress tab, Details view of payment
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I bulk submit for approval?

Batch submit payments for approval
Bean Team avatar
Written by Bean Team
Updated over a week ago

Can I see who approved the payment before me?

Viewing the approval history of a payment
Bean Team avatar
Written by Bean Team
Updated over a week ago

I submitted a payment for approval and see that my approval has been automatically added to the payment. Why?

Automatic approval after submitting a payment for approval
Bean Team avatar
Written by Bean Team
Updated over a week ago

If I approve a payment does that mean it is going out to the vendor right away?

After approving a payment, will the payment be released immediately to the vendor?
Bean Team avatar
Written by Bean Team
Updated over a week ago

Can I save a payment to be worked on later?

Saving the coding details of a payment
Bean Team avatar
Written by Bean Team
Updated over a week ago
Managing Payments

What is the ERP Driven payment workflow?

What is the ERP Driven payment workflow?
Bean Team avatar
Written by Bean Team
Updated over a week ago

How to customize the columns in my view/report?

Customizing columns
Bean Team avatar
Written by Bean Team
Updated over a week ago

How can I check on the status of my payment?

Checking status of my payments for EFT, ACH, VCC
Bean Team avatar
Written by Bean Team
Updated this week

How do I search for payments?

Searching for payments, Global search, Custom filters, Advanced search
Bean Team avatar
Written by Bean Team
Updated over a week ago

Are the filters I set up in the payments module permanent?

Customizing filters in the payments module, permanent filters
Bean Team avatar
Written by Bean Team
Updated over a week ago

EFT Payment Details Showing on Bank Statement

When you make a payment to a vendor through Beanworks Payments how to get the vendor paid details on your bank statement
Tracy Thompson avatar
Written by Tracy Thompson
Updated over a week ago

How do I export a payment into my ERP?

Exporting a payment into ERP
Bean Team avatar
Written by Bean Team
Updated over a week ago

When can I export the payment details in my ERP?

Released (RL) to Paid (PD) status
Bean Team avatar
Written by Bean Team
Updated over a week ago

What is the ERP Integrated payment workflow?

What is the ERP Integrated payment workflow? Getting Invoices into the Payment Module, Exporting and Syncing Payments
Bean Team avatar
Written by Bean Team
Updated over a week ago

Why are some fields greyed out?

Why are fields greyed out on an editable status for payments? Become the owner of the payment to do changes.
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I delete a payment (and where does it go)?

Deleting a payment
Bean Team avatar
Written by Bean Team
Updated over a week ago

How can I be sure the Check is going to the correct address?

Verifying the cheque payment is directed to the correct mailing address
Bean Team avatar
Written by Bean Team
Updated over a week ago

Can I add pages to the payment?

Editing invoices in the payments module, can I add pages to an invoice in the payment module
Bean Team avatar
Written by Bean Team
Updated over a week ago

Can I add a comment to the payment?

Adding comments to a payment, commenting on invoices
Bean Team avatar
Written by Bean Team
Updated over a week ago

What does O/S Balance stand for?

Why is there an amount under O/S balance? How do I see the remaining balance to pay on an invoice?
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I change the address the Check is going to?

Changing the vendor address for payments, syncing with ERP to Beanworks
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I rotate images in the payments module?

How to edit invoices in the payments module, changing an invoice prior to payment
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I bulk change ownership?

How to change owner of multiple payments, batch ownership change
Bean Team avatar
Written by Bean Team
Updated over a week ago

What does the 'Memo' field do?

How do I attach a message to a payment? Can I send my vendor a memo with payment? How to set up a payment notification email
Bean Team avatar
Written by Bean Team
Updated over a week ago

Reconciling Bank Statements for Virtual Credit Cards from CSI

Reconciling Bank Statements for Virtual Credit Cards from CSI
Tracy Thompson avatar
Written by Tracy Thompson
Updated over a week ago
Managing Vendors

How do I onboard my vendors for Payments?

How to onboard vendors, set-up suppliers, set-up providers for payment, enrol for payments, pay vendor, pay supplier, payment methods
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I onboard my vendors for Checks?

How do I onboard my vendors for checks?, BeanPay, Checks
Bean Team avatar
Written by Bean Team
Updated over a week ago

Auto enrollment for checks

Beanpay, checks, auto enrollment
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I onboard my vendors for ACH?

How do I onboard my vendors for ACH?, Beanpay, ACH
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I onboard my vendors for Wire?

How do I onboard my vendors for Wire?, BeanPay, Wire
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I onboard my vendors for VCC?

How do I onboard my vendors for VCC?, Beanpay, VCC, virtual credit card
Bean Team avatar
Written by Bean Team
Updated over a week ago

How do I onboard my vendors for EFT?

How do I onboard my vendors for EFT?, Beanpay, EFT
Bean Team avatar
Written by Bean Team
Updated over a week ago

I onboarded a new vendor but it is not visible in the Payments Create tab

Can't find a vendor to pay. Payment not available for my vendor. Invoices not showing for a new vendor. How to get new vendor paid.
Bean Team avatar
Written by Bean Team
Updated over a week ago

How to change the Vendors Payment Method?

How to add a payment method, editing vendor payment information, how to change payment methods
Bean Team avatar
Written by Bean Team
Updated over a week ago

Can a vendor have more than one payment method?

Onboarding vendors for payment, What if I use multiple payment methods for one vendor? How to add payment methods
Bean Team avatar
Written by Bean Team
Updated over a week ago

My vendor didn’t receive their introductory email to accept EFT/ACH. What do I do?

Introductory email to vendor for accepting EFT and ACH payments
Bean Team avatar
Written by Bean Team
Updated over a week ago