This article provides an overview of the Documents to Process page as well as descriptions of the fields, controls, and components. For more information about Documents to Process and the actions performed from this page, see Documents to Process Overview.

 

There are two ways to view the Documents to Process page: the card view and the table view. The table view allows users to perform bulk actions by selecting multiple documents. The card view allows users to  details alongside a thumbnail image of the document.


Selecting the Create or Review button in a document row opens the Draft Transaction sidesheet where users can match information from the document to fields in R365.


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Table view



FieldDescription
1Add IssuesWhen selected, this button displays a list of possible issues with the selected document.
Custom issues can be added using the Comment field at the bottom of the list.
2TabsChanges the table view to show either:
  • Documents to Process - Documents awaiting processing, review, or approval.
  • Recently Completed - Documents completed within the past 90 days.
3Category filtersFilters the table to show one of the following:
  • All - All documents.
  • Priority - Documents marked as high priority.
  • Issues - Documents with issues.
    Note: Documents with issues remain in the document queue until the transaction is approved.

Each button displays the number of pending documents in that category.

4 ArchiveWhen selected, this button displays a list of archived documents.
5SearchSearches the list by file name. When the user enters a file name in the field, the table automatically updates to display documents matching the search criteria.
6Upload DocumentAllows the user to upload documents into R365. 
7Table ViewsCreate or edit sets of sort and filter options to save new table views.
 8ColumnsOpens the Columns selector where users can choose to show or hide columns in the table or change the order of the columns.
9FilterOpens the Filter Columns window where users can create and apply table filters.

Select the filter icon to open the Filter Columns window. Once open, click Add Filter to select the Column and Filter Type, and then enter the Value that should be filtered. Select the Apply button to filter the table for the information entered.
10ExportDownloads a copy of the document list as a spreadsheet file.
11Card viewSwitches the page to the card view.
12Table viewSwitches the page to the table view.
13RefreshReloads the table to update the document list. 
14Bulk Select checkboxesAllows users to select one or more checkboxes to open the Bulk Edit menu, which includes the following options:
  • Create Invoice - Manually create an invoice from the document.
  • Edit Values - Edit the Document Type, Location, Assigned User, and/or Priority.
  • Merge Documents - Combine multiple files into a single manageable file.
  • Attach to Existing Transaction - Open a sidesheet displaying existing AP Transactions. The selected documents can then be attached to an existing AP Invoice or Credit Memo.  
  • Archive - Mark the file as a duplicate and move it from the main list to the Archive view.
  • Delete - Remove the file from the Documents to Process screen.

15PriorityMarks the document as high priority by hovering over the Priority column and selecting the arrow.
16File NameFile name of the document.
17Assigned ToUser who is assigned to imputing transaction details into R365.
18Created OnDate when the document was uploaded.
19PagesNumber of pages included in the document.
20LocationLocation from which the document was uploaded. 
21IssuesAny notes added that explain issues with the upload. Issues can be manually entered by the user.
22Document TypeType of document: AP Invoice or Credit Memo.
23CommentsAllows users to view or add comments in this column. The number indicates the number of comments attached to the document. If no comments have been added, the Add Comment button appears. Learn more about Docs to Process Comments here.
24StatusDisplays the current status of the document.
25ActionsThe Create button directs the user to the AP Invoice/Credit Memo form. To avoid two Users entering an AP Invoice and/or Credit Memo at once, enable Document Locking on the Miscellaneous tab of System Preferences.

Locked documents display a grayed out Locked button in place of the Create button. However, if a user is inactive for more than 30 minutes while entering a transaction, the transaction details are saved and the Create button becomes available again.
26DeleteDeletes the uploaded document.


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Card view



FieldDescription
1ArchiveWhen selected, this button displays a list of archived documents.
2LocationsFilter the screen to display documents for all location or for specified locations.
3SearchBegin entering a file name in the field. The screen updates to display documents matching your search criteria.
4Card view / Table viewSwitch between the card view and the table view.
5RefreshReload the table to update the document list.
6 Document cardsEach card includes the following options:
  • AP Invoice - Create a new AP Invoice
  • Credit Memo - Create a new Credit Memo
  • Delete- Delete the Document


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