---
title: "Resolve Document Issues in AP Transactions"
slug: "ap-transactions-document-issues"
description: "Find and resolve AP transactions with document issues using the Issues-Unapproved saved view and Documents tab."
status: "update"
updated: 2026-11-09T23:07:39Z
published: 2026-11-10T06:00:09Z
canonical: "docs.restaurant365.com/ap-transactions-document-issues"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Resolve Document Issues in AP Transactions

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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OPIBY7UL.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A41Z&se=2026-11-10T17%3A57%3A41Z&sr=c&sp=r&sig=GwJvhmgOBWdiPqOa9mus141WwKGynvLtftRrIhfEhWc%3D)

---

## Document Issues Tab

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P2YECG8A.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A41Z&se=2026-11-10T17%3A57%3A41Z&sr=c&sp=r&sig=GwJvhmgOBWdiPqOa9mus141WwKGynvLtftRrIhfEhWc%3D)

|  | 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.