App Help - Payments

Tracy Thompson avatar Bean Team avatar Neha Gupta avatar +3
72 articles in this collection
Written by Tracy Thompson, Bean Team, Neha Gupta and 3 others

Revoke a Payment

How do I revoke a payment, how do I cancel a payment, Why is the revoke option disabled
Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

Payment Offering

Invoice payments, Bill payments, Supplier invoices, Employee reimbursement, Payment approvals
Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

Virtual Credit Cards (US Customers)

Virtual credit cards, Corporate Spending Innovation, Bill Payments, Invoice Payments, virtual credit card payments, VCC
Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

Vendor Address (ERP) Mapping

Check Payments, Vendor Address Mapping
Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

Download Vendor CSV Report for Vendor Details

Download Vendor details, CSV Report, List Management
Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

WIRE PAYMENTS

Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

Imported Payment Workflow (ERP Driven)

How Beanworks make payments for rent manager, sage 50 ca, Jonas Club & Premier, Northstar, Intacct
Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

Positive Pay

Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

Virtual Credit Cards (Canadian Customers)

Virtual Credit Card, Vendor On-boarding, VCC,
Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

How to void a payment after it has been released

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

Nvoicepay Offering

How to pay your vendors through Nvoicepay
Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

What Information Shows up on Check Memos

Find out where to fill out important information on your payments, so that it appears in the check memos.
Lili Mörschbächer avatar
Written by Lili Mörschbächer
Updated over a week ago

AP Department

Setting up AP Department Info and Getting Started on payments
Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

Vendor Account Number

Edit account number printed on check, Vendor account number,. Edit Vendor account number, invoice header item, payments module
Neha Gupta avatar
Written by Neha Gupta
Updated over a week ago

Payment Admin Role

Why should I assign a payment admin role? Importance of payment admin role, Bill Payments, Supplier Payments, Vendor Payments
Bean Team avatar
Written by Bean Team
Updated over a week ago
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
Managing Payments

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 over a week ago

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

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

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

Bean Payment Workflow (ERP Integrated)

What is the ERP Integrated payment workflow? Getting Invoices into the Payment Module, Exporting & Syncing Payments,
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

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

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