Documents can be attached to existing transactions in Restaurant365 in two ways:
From the Documents to Process page
Directly from a transaction record
Both methods attach a document to a transaction for reference or record keeping. Once attached, the document is removed from Documents to process and stored with the transaction.
Use the Documents to Process option when a document already exists in the queue and needs to be matched to a transaction. Use the transaction record workflow when reviewing or editing a transaction and attaching supporting documents at the same time.
Security
Users must have the following permission to attach documents to existing transactions:
Accounts Payable → Docs to Process → Edit Docs to Process Documents
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Attach a Document to an Existing Transaction in Documents to Process
To attach a document to an existing transaction from the Documents to Process page, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Documents to process page.
A) Open the Accounting application.
B) Expand Accounts payable.
C) Select Documents to process.
2) Select one or more documents to attach.
Use the checkbox next to the desired document(s).
3) In the action bar, select attach
.
. 
4) In the Transactions view, select attach in the desired transaction row.
The Transactions view is filtered by default to show transaction types that match the document type.
This filter affects which transactions appear, but documents can be attached to any transaction. Adjust the filter to view and select other transaction types.
Documents attached from Documents to Process are removed from the queue after attachment.
Attach a Document from the Transaction
Use this process when working directly in a transaction and attaching supporting documents at the same time.
Supported transaction types:
Journal Entry (excluding the classic version)
Payroll Journal Entry (excluding the classic version)
AP Payment (excluding classic version)
The example below uses a journal entry, but the same steps apply to all supported transaction types.
To attach a document from the transaction record, follow these steps:
Click steps to expand for additional information and images.
1) Open the desired transaction.
Locate the transaction from one of the following pages:
All Transactions
AP Transactions (AP Payment only)
Journal Entries
Payroll Journal Entries
Invoices
Or create a new transaction from the Create menu.
2) In the transaction record, select the Attachments tab.
3) Click Attach Existing Document.
4) Select one or more documents to attach to the transaction.
The Documents to Attach panel is automatically filtered to match the document type of the current transaction.
This filter controls which documents are shown by default. Documents are not restricted by transaction type, and the filter can be adjusted to select any available document.
To adjust the filter, click the Filter option in the table menu. Learn more about working with table filters.
5) Select the paperclip button to attach the selected document(s).
All selected documents will be attached to the transaction.
6) Save or Approve the transaction if it is newly created.
New transactions must be saved or approved to retain attached documents.
Attachments to existing transactions are saved automatically.
