This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release.



The Document Library provides Users the ability to utilize Documents to Process directly from the Smart Ops window. The Document Library hosts all uploaded PDFs and/or scanned images of AP Transactions that can later be entered in to R365 by Restaurant Managers or other Users assigned to each document. 


To learn more about Documents to Process, review these related training articles:


Note: This is currently only available to Early Adopters.



Security


Users with the following Primary Security Roles will have the ability to Upload Documents to Process via the 'Manual Upload' process within R365:

  • Full Access
  • Accounting Manager
  • Accounting Clerk
  • Restaurant Manager


Users with the following Security Role will have the ability to approve AP Transactions that occur via Documents to Process:

  • Accounting Manager


To enable Users with the Accounting Clerk or Restaurant Manager the ability to approve AP Transactions, provide the User with the necessary Secondary Security Role(s):

  • Approve AP Invoice
  • Approve AP Credit


All other Users (including non-users, such as Vendors) will have the ability to Upload Documents to Process via AP Automation or FTP when granted access to those Upload Methods (R365-generated email address and FTP site credentials, respectively).



Navigation



Begin by clicking 'Smart Operations NEW!' in either the Operations or Scheduling module. This will load the Smart Ops home screen.



In the left navigation pane, click 'Docs to Process' under 'Document Library' to open Documents to Process.