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 AP Automation

Step 1 - Enter Vendor Whitelisted Email Addresses

You will need to communicate your R365-generated email address with your Vendors and receive the email addresses that they will use to send documents to your R365 instance. Once you receive those email addresses, they must be whitelisted prior to Users/Vendors being able to email attachments for automatic upload. Click here for more information on AP Processing Email.

Step 2 - Send an Email with Documents to Process attachment(s) to the specified Email address

Any individual (User or non-user) can now send an email with an attachment (in a Supported File Type) to the specified Email address.

  • Note: Ensure that the desired Vendors' Email Addresses are whitelisted on the 'AP Processing Email' tab. Vendors must also correctly enter your R365-generated email address and include the attachments in the correct file type for a successfully import.

Step 3 - Attachment(s) are automatically imported in to Documents to Process

Restaurant365 will automatically import any supported file attachments (PDF, PNG, or JPG) to Documents to Process.