Documents to Process | Restaurant365 Customer Center

System Preferences: AP Automation

The ‘AP Automation’ tab resides on the System Preferences screen. Click here for more information on System Preferences. On the AP Automation tab, a specified Email address can be provided that will be monitored by Restaurant365 via POP3. When emails with attachments are sent to the monitored Email address, Restaurant365 will recognize the attachment(s) and determine what actions can be taken. Attachments that cannot be automatically imported as AP Transactions (EDI) will be routed to the Documents to Process list. Note: Please refer to the AP Automation Overview as you prepare to utilize this useful feature in Restaurant365 Legend: 1) Email … Continued

AP Import Templates

Overview 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 Restaurant365 provides a Generic template that any customer, or non-integrated Vendor, can use to perform AP Imports. Templates can be imported automatically via FTP, or AP Automation or they can be imported manually via the Vendor menu. AP Transactions can be imported by Item, or by Account. Templates [table id=15 /]

Documents to Process: Supported File Types

Documents to Process allows Restaurant365 Users to import various files for immediate processing, or processing at a later time. Acceptable file types include the following: Document Files PDF File (.pdf) – Scanned Documents saved as PDFs / Original PDF Invoices Word File (.docx) – Scanned Images saved inside a .docx / Original Word Files (Note: .doc / Word ’97 files are not supported) Image Files JPG Image (.jpeg / .jpg) – Image files PNG Image (.png) – Image files CSV Files Supported Vendor Integrated .csv files will be imported directly to the All Transactions list, bypassing Documents to Process. Please refer … Continued

AP Automation: Gmail Settings

AP Automation AP Automation is a feature within Restaurant365 that allows an Organization to setup a specified Email address on the System Preference screen. Restaurant365 will monitor this Email address via POP3. Organization team members and Vendors can then send emails to that address with PDF invoices attached and those PDFs will be imported into the Documents to Process list. Each separate Attachment will be imported as a separate Document to Process. Please refer to the AP Automation Overview for steps on how to set up AP Automation Using AP Automation with Gmail Many Restaurant365 Customers utilize Gmail or the … Continued