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App Help - General FAQ
App Help - General FAQ
23 articles in this collection
Written by
Bean Team
and
Kasia Grzywna
How to refer a friend to Beanworks
How to refer a friend to Beanworks
Written by
Bean Team
Updated over a week ago
Interface Customization
What do all the Icons under the 'Actions' column mean?
What do the symbols and colors mean? Descriptions of all the 'Purchase Order', 'Invoice' and 'Payment' Icons
Written by
Kasia Grzywna
Updated over a week ago
Expand the line items table
Expand the line items table to view more of your coding
Written by
Bean Team
Updated over a week ago
Customizing Columns
How to customize the columns in the view/report? Adding and removing columns in the layout of grid view
Written by
Bean Team
Updated over a week ago
Can I move my coding panel?
Changing the position of the coding panel to the left or right
Written by
Bean Team
Updated over a week ago
Management
Shortcut Keys
Quick keys
Written by
Bean Team
Updated over a week ago
When I go to do a group action, why do some of the Invoices/PO's not do the action I have made?
Conducting a group action and running into an error
Written by
Bean Team
Updated over a week ago
I cannot see the entire list item name, how can I quickly see all of it?
Viewing the whole list item from the grid general view
Written by
Bean Team
Updated over a week ago
Auto-fill Dashes for GL Accounts
Automatically enter the dashes for general ledger accounts.
Written by
Bean Team
Updated over a week ago
I know I have been given the ability to change some information on the invoice before approving but why can't I change certain things?
Super approver role, coding fields, permissions
Written by
Bean Team
Updated over a week ago
Why can't I reset an invoice/PO/payment?
Unable to reset an invoice, purchase order, or payment
Written by
Bean Team
Updated over a week ago
Reporting
Reports
Customized Reports, Reporting on invoices, payments, purchase order, How can I generate a report, PDF and CSV reports
Written by
Bean Team
Updated over a week ago
How do I search and report in Beanworks?
How do I search and report in Beanworks? Global search, custom filter, reporting, customize columns
Written by
Bean Team
Updated over a week ago
What kinds of reports can I make?
Creating reports on invoices, purchase orders, and payments module
Written by
Bean Team
Updated over a week ago
On the PDF report summary page, which columns will be displayed?
Information populated on the report summary pages
Written by
Bean Team
Updated over a week ago
Report History
How to find your previously generated reports
Written by
Bean Team
Updated over a week ago
Searching
When should I use the global search?
Using the global search feature
Written by
Bean Team
Updated over a week ago
How do I get a quick total of the PO/Invoices/Payments I have filtered or searched for?
Finding the sum of all my purchase orders, invoices, or payments
Written by
Bean Team
Updated over a week ago
Setup and Access
How do I change my Password?
Changing user's current password
Written by
Bean Team
Updated over a week ago
Browsers Supported
Browsers, Chrome, Firefox, Safari, Microsoft Edge, What browser can I use to access Beanworks
Written by
Bean Team
Updated over a week ago
Do I need to be connected to the internet?
Connecting to the internet and wifi, working remote
Written by
Bean Team
Updated over a week ago
What should my screen resolution be?
Optimal screen resolution and size for using Beanworks on my computer
Written by
Bean Team
Updated over a week ago
Errors
Error approvalchannels.set.one_of_approvers_cannot_see_codeable_item when submitting invoices for approval.
approvalchannels.set.one_of_approvers_cannot_see_codeable_item
Written by
Bean Team
Updated over a week ago