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. 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 the R365 Black App to take a picture of the invoice and upload it to the Documents to Process list. The R365 Black App will convert the picture to a PDF and upload the file into R365.
Click here for more information on Documents to Process: Upload Methods.
Uploading Files via R365 Black App
Step 1 - Open the Black App and Navigate to the AP Transactions List
The AP Transactions list is located in the Operations section in the R365 Black App. When opened, it will list all of the AP Transactions that the User has access to view (per their Location Access). In the top right corner of the screen, click the Camera icon to open the Docs to Process uploader.
Step 2 - Choose the Upload Method
The App will automatically prompt with the upload options of selecting an image from the phone's Image Library or by taking a new picture with their camera.
- Note: If for some reason the prompt does not load or 'Cancel' is selected, tap the '+ New' button in the header to reopen the prompt.
Step 3 - Select an Image or Take a Picture
Step 4 - Give the Picture a Name (optional)
Step 5 - Tap the 'Actions' Menu and Select 'Send To Docs'
In the 'Actions' Menu, tapping 'Send To Docs' will convert the picture to a PDF and upload the file to the Documents to Process list.
The converted PDF file will be uploaded to your Documents to Process list without a Location assigned to it. Therefore, the file can be located under 'All' or 'No Location Assigned' on the page's Location filter. Once found, enter the details of the invoice from a desktop computer.