Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. The recommended file format for use in Documents to Process is PDF. Various Vendors will provide Invoices electronically (in PDF form) while other Vendors will only provide physical copies of Invoices. When physical invoices are received, a User can utilize any scanning technology to produce a PDF scan of the physical invoice (Scanner used in conjunction with a Computer, Scanner/Copier, or various mobile apps that allow the User to scan documents and immediately convert the images to PDF). The PDF that is produced can then be uploaded to the system
Click here for more information on Documents to Process: Upload Methods
Uploading Files via Manual Upload
Step 1 - Hover over the Vendor Menu in the top ribbon in Restaurant365 and select 'Upload File'
Manual Upload only supports the uploading on one file at a time. Hover over the 'Vendor' menu in the top ribbon of Restaurant365 and select 'Upload File'
Step 2 - Click 'Upload' and select the file to Upload
A prompt will open when 'Upload File' is clicked in Step 1. Click the 'Upload File' button on the prompt and then select the desired file in the window that appears
Upon doing so a progress indicator will appear next to the 'Upload File' button
And finally a Success message will appear after the upload has completed
Click the Refresh arrow in to the top right of the Documents to Process window to view the newly uploaded document.