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 Mobile App to take a picture of the invoice and upload it to the Documents to Process list. The R365 Mobile 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 Mobile App
Step 1 - Open the Mobile App and Navigate to AP Transactions List
The AP Transactions list is located in the Operations section in the R365 Mobile App. When opened, it will list all of the AP Transactions that your User has access to view (per your Location Access). In the top right corner of the screen, there is a Camera icon. Click this icon to open the Docs to Process uploader
Step 2 - Choose how you will upload the picture
The App will automatically prompt how you want to upload the image, either from your Photo Library or by taking a new picture with your camera.
- Note: If for some reason the prompt doesn't load or you click cancel, click the '+ New' button in the header to reopen the prompt.
Step 3 - Select an Image or Take a Picture using your Phone Camera
Step 4 - Give the Picture a Name (optional)
Step 5 - Click the 'Actions' Menu and select 'Send To Docs'
In the 'Actions' Menu, clicking 'Send To Docs' will convert the picture to a PDF and upload the file to your Documents to Process List.
The converted PDF file will be uploaded to your Documents to Process list without a Location assigned to it. Therefore, you can locate the invoice under 'All' or 'No Location Assigned' on the page's location filter. Once you find the file, you will need to enter the details of the invoice from your desktop computer.