App Help - General FAQ

Approval Channel Delegation / Vacation Coverage

When and how to assign a delegate

Written by Neha Gupta
Updated this week

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?

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

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.

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