AP Imports & AP Automation

AP Imports Overview
AP Transactions can be imported from CSV files in to Restaurant365.  Unlike Documents to Process, which requires a User to process the data at a later time, Imported AP Transactions contain all of the transaction details and are ready for review ...
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AP Imports: Import Templates
AP Transactions can be imported in to Restaurant365 using CSV templates.  Numerous Vendors are integrated with Restaurant365 and each provides a unique file format that can be imported.  Click here to see a list of Integrated Vendors Restaura...
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AP Imports: Manual Importing
AP Transactions can be manually imported in to Restaurant365. Manually importing AP Transactions requires the use of specific import templates. Transactions can be imported by Item, or by Account.  Click here for information on EDI Vendor Integra...
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AP Transactions: Missing Items
  Missing Items are automatically created in Restaurant365 when an AP Transaction is imported or entered and includes a Vendor Item Number that does not exist. The following are scenarios in which a Missing Item would be created:  Customer p...
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AP Automation Overview
AP Automation is a feature within Restaurant365 where Vendors can send emails with documents directly to your R365 instance via your R365-generated Documents to process Email. This email address is unique to your organization and is automati...
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AP Automation: Common Webmail Provider POP Settings
Restaurant365 can monitor a specified Email address via POP3.  Click here for more information on AP Automation Webmail ProviderPOP ServerPOP PortSSL/TLSLink(s) Gmail.com pop.gmail.com 995 Yes https://support.google.com/mail/answer/7104828...
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AP Automation: Gmail Settings
Please refer to the AP Automation Overview for steps on how to set up AP Automation. AP Automation is a feature within Restaurant365 where Vendors are able to directly send invoices straight to your R365 instance via a unique email address ge...
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Vendor Contract Price Verification
Sometimes a Vendor may Invoice a product at a different price than they have contracted with you. In these cases, the system can warn you that a contract violation has occurred. Setting up a contract price for a Vendor item is simple, and once se...
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