How do I change my Password?

Changing user's current password

Written by Bean Team
Updated over a week ago

What browsers can I use?

Browsers, Chrome, Firefox, Safari, Microsoft Edge

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

What do all the Icons under the 'Actions' column 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

Adding and removing columns in your 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

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

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

Shortcut Keys

Quick keys

Written by Bean Team
Updated over a week ago

Are custom filters set-up permanently?

Custom filters set up, deleting custom filters

Written by Bean Team
Updated over a week ago

Creating a New Organizational Unit

New orgunit. How do I create a new OU/Department in Beanworks? Contact support for a new Org Unit.

Written by Bean Team
Updated over a week ago

How do I filter the Org Unit tree?

Filtering and customizing the visibility of the OU tree hierarchy

Written by Bean Team
Updated over a week ago

Using the OU tree effectively to manage Invoices/PO's/Payments

Filtering the organizational units or org units to manage visibility of your invoices, purchase orders, and payments

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 for specific ERPs like Great Plans (GP) and Sage 500

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

What does this error mean: approvalchannels.set.one_of_approvers_cannot_see_codeable_item ?

What does this error mean: approvalchannels.set.one_of_approvers_cannot_see_codeable_item ?

Written by Bean Team
Updated over a week ago