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 upgrade will be rolled out to all R365 databases over the course of 2021. Contact your Customer Success Manager to learn more.


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).


Begin by clicking 'Smart Operations NEW!' in either the Operations or Scheduling module. This will load the Home page.

  • Note: Users with the 'Restaurant Manager' or 'Scheduler' Primary Security Role will be automatically directed to the Home page upon logging into the system.

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