Resolve Document Issues in AP Transactions

Updated
  • Updated on Nov 10, 2026
  • Published on Jun 10, 2024
  • 1 minute(s) read
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When a document attached to a transaction contains an issue, a Document issues tab appears on the transaction record. Review and resolve all issues before approving the transaction.

Document Issues Tab

Button/Field

Description

1

Document name

The name of the document.

2

Issue

The issue found on the document. Options include:

  • Vendor incorrect

  • Location incorrect

  • GL Account incorrect

  • Item incorrect

  • Date incorrect

  • Duplicate

  • Total incorrect

  • Other

R365 flags the following issue types automatically, which are not selectable by users:

  • Verification needed

  • Duplicate transaction number

  • File exceeds OCR page limit

  • Duplicate document

3

Custom issue

When ‘Issue’ is ‘Other’, the custom issue field is editable and required.

4

Added by

The user who added the issue.

5

Added on

The date the issue was added.

6

Resolved by

The user who resolved the issue.

7

Resolved on

The date the issue was resolved.

8

Resolve issue

Mark the issue resolved.

9

Delete issue

Remove the issue from the Document issues tab.

10

Unresolve issue

Unresolve the issue and clear the Resolved by and Resolved on columns.

11

+ Add Issue

Create a new editable row to enter a new document issue.

When all issues are resolved, the AP Transaction can be approved. If issues still exist, ensure that the transaction is saved before closing the record.