Course curriculum

  • 1

    (~10 min) Invoice: Introduction

    • (~3 min) Video: Invoice Module Overview

    • (~2 min) How to Login to Beanworks for the First Time

    • (~1 min) Logging In

    • (~1 min) Initial Log In

    • (~1 min) How Beanworks Receives Invoices

    • Additional Resources: Emailing and Scanning Invoices

    • (2 min) QUIZ - Invoice Introduction

  • 2

    (~20 min) Invoices: Create Tab

    • (~7 min) Video: Create Invoices

    • (~2 min) Invoice Creation Overview

    • (~2 min) Invoice Upload Dialogue

    • (~2 min) Invoice Drag and Drop Organizer

    • (~2 min) Hands On Challenge

    • Additional Resources: Create Tab, Managing New Invoices

    • (~2 min) QUIZ - Create Tab

  • 3

    (~15 min) Invoices: In-Progress Tab

    • (~1 min) Invoice: In-Progress Overview

    • (~2 min) Custom Filters

    • (~1 min) Status Filters

    • (~1 min) OrgUnit Filters

    • (~3 min) Invoice In-Progress List View

    • (~3 min) Hands On Challenge

    • (~ 2 min) QUIZ - Invoice In-Progress

  • 4

    (~25 min) In-Progress: Coding an Invoice

    • (~9 min) Video: Invoice Coding

    • (~1 min) Invoices: In-Progress Coding Overview

    • (~3 min) Invoices: In-Progress Side Bar

    • (~3 min) Invoices: In-Progress Workspace

    • (~4 min) Line Item Coding

    • (~3 min) Hands On Challenge

    • Additional Resources: How to Code an Invoice

    • (~2 min) QUIZ - Invoice In-Progress Coding Invoices

  • 5

    (~25 min) Invoices: Approvals Tab

    • (~6 min) Video: Approving Invoices

    • (~1 min) Invoices: Approval Tab Overview

    • (~4 min) Invoices: Approvals Custom, Status and OrgUnit Filters

    • (~3 min) Invoices: Approvals List View

    • (~1 min) Invoices: Approvals within an Invoice Overview

    • (~3 min) Invoices: Approval Side Bar (Detailed View)

    • (~2 min) Invoices: Approval Line Items (Detailed View)

    • (~2 min) Invoices: Approvals Workspace (Detailed View)

    • Additional Resources: How to Approve an Invoice

    • (~2 min) Hands on Challenge

    • (~2 min) QUIZ - Invoice Approvals

  • 6

    (~30 min) Invoices: Export Tab

    • (~6 min) Video: Export Invoices

    • (~1 min) Invoices: Export Tab Overview

    • (~4 min) Invoice Export: Custom, Status and OrgUnit Filters

    • (~4 min) Invoices: Export List View

    • (~1 min) Invoices: Export within an Invoice

    • (~2 min) Invoices: Export Side Bar

    • (~3 min) Invoices: Export Workspace

    • (~2 min) Invoices: Export Line Item Details

    • Additional Resources: How to Export Invoices

    • (~2 min) QUIZ - Invoice Export

  • 7

    (~15 min) Invoices: Archived

    • (~1 min) Invoices: Archived Tab Overview

    • (~3 min) Invoice Archived: Custom, Status and OrgUnit Filters

    • (~3 min) Invoices: Archived List View

    • (~4 min) Invoices: Archived Workspace

    • (~2 min) QUIZ - Invoice Archived

  • 8

    (~10 min) Invoices: Search

    • (~4 min) Search Methods

    • (~2 min) QUIZ - Search Methods

  • 9

    Hands on Challenge

    • Hands on Challenge