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App Help - Payments
App Help - Payments
+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
Written by
Neha Gupta
Updated over a week ago
Payment Offering
Invoice payments, Bill payments, Supplier invoices, Employee reimbursement, Payment approvals
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
Written by
Neha Gupta
Updated over a week ago
Vendor Address (ERP) Mapping
Check Payments, Vendor Address Mapping
Written by
Neha Gupta
Updated over a week ago
Download Vendor CSV Report for Vendor Details
Download Vendor details, CSV Report, List Management
Written by
Neha Gupta
Updated over a week ago
WIRE PAYMENTS
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
Written by
Neha Gupta
Updated over a week ago
Positive Pay
Written by
Neha Gupta
Updated over a week ago
Virtual Credit Cards (Canadian Customers)
Virtual Credit Card, Vendor On-boarding, VCC,
Written by
Neha Gupta
Updated over a week ago
How to void a payment after it has been released
Written by
Bean Team
Updated over a week ago
Nvoicepay Offering
How to pay your vendors through Nvoicepay
Written by
Neha Gupta
Updated this week
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
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
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
Neha Gupta
Updated over a week ago
Payments Module - Statuses
What each status means in the Payments Module
Written by
Kasia Grzywna
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
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
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.
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
Coding Payments
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
Approving Payments
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
Releasing Payments
How long does it take for my payment to go out?
The amount of time it takes for payments to be sent to vendors for Check, EFT, ACH, VCC & eCheck
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 changes 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
Reporting Payments
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
Where do I find the report area to run a report on invoices by payment?
Running a payment report
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
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
Tracy Thompson
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
Tracy Thompson
Updated over a week ago
Managing Vendors
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 Errors
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