App Help - Payments

Nvoicepay - FAQ's (by vendors / suppliers)

Written by Bean Team
Updated over a week ago

Revoke a Payment

How do I revoke a payment, how do I cancel a payment, Why is the revoke option disabled

Written by Bean Team
Updated over a week ago

Payment Offering

Invoice payments, Bill payments, Supplier invoices, Employee reimbursement, Payment approvals

Written by Bean Team
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

Written by Bean Team
Updated over a week ago

Vendor Address (ERP) Mapping

Check Payments, Vendor Address Mapping

Written by Bean Team
Updated over a week ago

Download Vendor CSV Report for Vendor Details

Download Vendor details, CSV Report, List Management

Written by Bean Team
Updated over a week ago

WIRE PAYMENTS

Written by Bean Team
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

Written by Bean Team
Updated over a week ago

Positive Pay

Written by Bean Team
Updated over a week ago

Virtual Credit Cards (Canadian Customers)

Virtual Credit Card, Vendor On-boarding, VCC,

Written by Bean Team
Updated over a week ago

Nvoicepay Offering

How to pay your vendors through Nvoicepay

Written by Bean Team
Updated over a week ago

How to void a payment after it has been released

Written by Bean Team
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.

Written by Lili Mörschbächer
Updated over a week ago

AP Department

Setting up AP Department Info and Getting Started on payments

Written by Bean Team
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

Written by Bean Team
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

Written by Bean Team
Updated over a week ago

Payments Module - Statuses

What each status means in the Payments Module

Written by Bean Team
Updated over a week ago

How do I create a payment?

How do I create a payment? Creating payments, ERP Integrated, Payment Create Tab

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.

Written by Bean Team
Updated over a week ago

Create payments by Vendor and AP Account

AP Account, Payment, Multiple AP Accounts

Written by Bean Team
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.

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

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.

Written by Bean Team
Updated over a week ago

What should I do before I create a payment?

Creating a payment, sync tool

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

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.

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?

Written by Bean Team
Updated over a week ago

How do I code payments?

How do I code payments? View payment details, saving payments, submitting payments

Written by Bean Team
Updated over a week ago

What does the payment details view contain?

What does the payment details view contain? Payment details, line items table, payment coding

Written by Bean Team
Updated over a week ago

I found a mistake in the coding of the payment, can I change it?

How to change coding of a payment, resetting payments, editing payments

Written by Bean Team
Updated over a week ago

Why can’t I make changes to the payment coding details?

Not able to make changes to payment. Can't edit the payment details? Summary of the situations where you can't change a payment.

Written by Bean Team
Updated over a week ago

How do I view the coding (details) of the invoice I am paying?

How to see the coding details of the invoice your are paying? How to access the invoice information in payment module.

Written by Bean Team
Updated over a week ago

How do I approve payments?

How do I approve payments? Submitted payment, review payment, approve reject payment, payment approval channel

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

Written by Bean Team
Updated over a week ago

Can I approve or reject multiple payments at once?

Batch approving or rejecting multiple payments

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

Written by Bean Team
Updated over a week ago

How do I bulk submit for approval?

Batch submit payments for approval

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

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

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

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?

Written by Bean Team
Updated over a week ago

Payment Settlement Time

How long does it take for payments to be sent to vendors for Check, EFT, ACH, VCC, Nvoicepay

Written by Bean Team
Updated over a week ago

How do I release a payment?

How do I release a payment? Releasing payments

Written by Bean Team
Updated over a week ago

When does payment status change from Released (RL) to Paid (PD)?

When will my payment status changes from Released (RL) to Paid (PD)? RL, PD, payment release timing, invoice payments, bill payments

Written by Bean Team
Updated over a week ago

Auto Release a Payment

Payment auto-release, payment release, What does Auto release mean? how do I setup a payment for auto release,

Written by Bean Team
Updated over a week ago

How to run a payment report

Creating a payment report with various filters, Payment run report

Written by Bean Team
Updated over a week ago

How long does it take for the report to generate?

The amount of time it takes to generate a payment report

Written by Bean Team
Updated over a week ago

Once I have the payments I want to report on, how do I select them for reporting?

Selecting payments for reporting purposes, creating a PDF report

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

Written by Bean Team
Updated over a week ago

How do I search for payments?

Searching for payments, Global search, Custom filters, Advanced search

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

Written by Bean Team
Updated over a week ago

How do I export a payment into my ERP?

Exporting a payment into ERP

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

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.

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

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,

Written by Bean Team
Updated over a week ago

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

Deleting a payment

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

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

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?

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

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

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

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

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

Written by Bean Team
Updated over a week ago

Vendor On-Boarding for Payment Methods

How to onboard vendors, set-up suppliers, enrol for payments, pay vendor, payment methods, How do I onboard my vendors for Payments

Written by Bean Team
Updated over a week ago

Check Payments

How do I onboard my vendors for checks?, BeanPay, Checks, Vendor payments via checks, auto enrol vendors for checks

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.

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

Written by Bean Team
Updated over a week ago

Electronic Fund Transfer (EFT)

How do I onboard my vendors for EFT?, BeanPay, EFT, Electronic Fund Transfer, VersaPay

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

Written by Bean Team
Updated over a week ago

Payment Sync Error - Payment amount entered is greater than the schedule's remaining balance. Reduce the payment amount.

Written by Natalie Petkovic
Updated over a week ago