Documents to Process is a feature in R365 that allows users to upload a PDF or scanned image of an AP Invoice or 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.


Some vendors provide invoices electronically as PDF files while other vendors only provide physical copies of invoices. When physical invoices are received, a user can scan the document to produce a PDF of the physical invoice. Examples of scanning methods include: a scanner used in conjunction with a computer, a copier with a scanning function, or a mobile app that allows the User to convert the image to PDF. The resulting PDF file can then be uploaded to the system.


Click here for more information on Documents to Process: Upload Methods

Manually uploading files


Manual upload only supports the uploading of one file at a time. Files can be uploaded in the Documents to Process window or by selecting Upload File from the Vendor menu in the top ribbon.



Do one of the following:
  • In Documents to Process, select the Upload Document button above the documents list.

    or

  • Hover over the Vendor option in the top ribbon and select Upload File.
or 
In the resulting Upload File window, select Browse to search for a file to upload or drag the file from its folder on your device to the Upload File window.
(Optional) Select Assign Values to expand the Assign Values section and complete the fields to provide more information on the uploaded file.
  1. Select the Document Type: Invoice or Credit Memo.
  2. Select the Location to associate the document with a location.
  3. Select the User to provide the name of the person who created the document in the system.
  4. If the document needs immediate processing and payment, select High Priority to mark the priority on the Documents to Process screen.
Select Upload to import the file.
A message appears to inform the user that the file imported successfully.
Select Upload More Files to continue importing or select Dismiss to exit the window.


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