Documents to Process allows R365 Users to import various files for immediate processing. Acceptable file types include the following:

• File Sizes
  • All files, no matter what type they are, should be smaller than 1.5 MB for timely processing
  • The larger the file, the longer the time to process the file. Click here for more information on File Process Times
• Document Files
  • PDF File (.pdf) - Scanned Documents saved as PDFs / Original PDF Invoices
• Image Files
  • JPG Image (.jpg) - Image files
  • PNG Image (.png) - Image files
• CSV Files
  • Supported Vendor Integrated .csv files will be imported directly to the All Transactions list, bypassing Documents to Process. Please refer to the EDI Vendor Integration Overview for a full listing of Supported Vendor .csv file types