AP transactions can be imported in to Restaurant365 using CSV templates. Many vendors are integrated with R365 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. Users can import these templates automatically, using FTP or AP Automation,or manually by selecting Import AP Transaction from the top ribbon Vendor menu.
AP Transactions can be imported by Item or by Account and can be imported with Dates of Service if enabled.
Templates
Name | Type | Template Link | Usage Documentation | Comments |
|---|---|---|---|---|
R365 Multi-Transaction by Item Import Template | By Item | This template can be used to import AP Transactions (Invoice/CM) BY ITEM with multiple invoices on the same file. | ||
R365 Multi-Transaction by Item Import Template - with Service Dates | By Item | This template can be used to import AP Transactions (Invoice/CM) BY ITEM that include service dates with multiple invoices on the same file. | ||
R365 Multi-Transaction by Account Import Template | By Account | This template can be used to import AP Transactions (Invoice/CM) BY ACCOUNT with multiple invoices on the same file. | ||
R365 Multi-Transaction by Account Import Template - with Service Dates | By Account | This template can be used to import AP Transactions (Invoice/CM) BY ACCOUNT that include service dates with multiple invoices on the same file. |