Product Updates

Simplify AP Document Management

March 17, 2021

Estimated Reading Time: 1 minute

Sometimes you need to find supporting documents to add to invoices, but it can be a time-consuming process.

When you do things manually, that means searching through old files until you have found what you are looking for.

Luckily, with Beanworks there is no need to pull through and open up all your filing cabinets to get to the right document.

Instead, you can attach supporting documentation to your invoices within Beanworks so that you can see everything you need to see.

How does it work?

You can add backup pages at any stage of the invoice’s life within Beanworks.

That includes when it is at the ‘in progress’ stage while coding, during approvals, or even once it has been archived.

To do this, click the button at the top marked ‘Add Pages’, and select Backup from the drop-down menu.

From here, you can drag and drop from your computer or browse your desktop or documents.

The ‘From Arrivals’ tab is the same thing as your ‘Create’ tab. Select an invoice from there, and then you will have your backup pages saved in the same place as your invoice.

Now, if an approver or anyone else comes in who needs to see this invoice, they will have those backup pages for reference.

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