Documents to Process | Restaurant365 Customer Center

AP Automation: Common Webmail Provider POP Settings

Restaurant365 can monitor a specified Email address via POP3. Click here for more information on AP Automation [table id=12 automatic_url_conversion=true automatic_url_conversion_new_window=true /]

Attachment Viewer

The Attachment Viewer is a feature in Restaurant365 where a User can elect to open an additional sidebar to view any attachments that have been uploaded to an AP Transaction within Restaurant365. The Attachment Viewer is also utilized when Processing Documents to Process. The two distinctions between viewing attachments with the Attachment Viewer and processing Documents to Process are as follows: The Attachment Viewer is opened by default when Processing Documents to Process, while must be opened manually on other AP Transactions A check box is present on each attachment page when Processing Documents to Process. Additionally an ‘All’ checkbox in present … Continued

Documents to Process: Upload Methods

Documentst to Process Upload Methods Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. The recommended file format for use in Documents to Process is PDF. Various Vendors will provide Invoices electronically (in PDF form) while other Vendors will only provide physical copies of Invoices. When physical invoices are received, a User can utilize any scanning technology to produce a PDF scan of the physical invoice (Scanner used in conjunction with a Computer, … Continued

Documents to Process: Uploading Files via FTP

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. The recommended file format for use in Documents to Process is PDF. Various Vendors will provide Invoices electronically (in PDF form) while other Vendors will only provide physical copies of Invoices. When physical invoices are received, a User can utilize any scanning technology to produce a PDF scan of the physical invoice (Scanner used in conjunction with a Computer, Scanner/Copier, or various mobile … Continued