Sage Intacct AP automation

We import any list needed to create an AP invoice in Beanworks such as vendor, GL account, item, location, base currency, transaction currency etc...

Connecting Beanworks to Sage Intacct only takes a few minutes, once you’ve completed the setup the synchronisation will occur automatically every 2 hours. It’s possible to initiate an ad hoc sync whenever you like, at the click of a button. Invoice and payment data will sync instantly into Intacct on export.

Since Beanworks has a true multi-entity experience you can connect to your top entity and lower level entities in a single instance of Beanworks, meaning that you can view invoices coded to multiple different entities at different levels in a single view.

Not currently but you can create purchase orders in our own purchase order module.

Yes, our integration has two methods for marking payments completed through Beanworks as paid in Intacct. Your customer service manager will suggest the ideal method for your companies workflow.

Yes, provided we integrate with your ERPs, we can integrate each ERP into a single Beanworks account. Beanworks has a true multi-entity experience so that you can view invoices, POs and Payments from multiple entities in a single consolidated view.

Using the approval delegation feature, you have the ability to temporarily swap an approver for another approver for a period of time set by you so that invoices and purchase orders can continue on their approval workflow.

Using the approval delegation feature, you have the ability to permanently replace an approver with another approver so that any invoice or purchase orders can continue on their approval workflow. Once a permanent delegation is set, you can deactivate the approver.