--- title: "Complete a Transaction" slug: "complete-a-transaction" description: "The Complete step for AP Invoices, Counts, Transfers, and Waste Logs differs from Approve. Learn required permissions by inventory transaction type." updated: 2026-05-21T22:10:05Z published: 2026-05-21T22:10:05Z canonical: "docs.restaurant365.com/complete-a-transaction" stale: true --- > ## 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. # Complete a Transaction Certain Inventory transaction types in R365 include a **Complete** step as part of their workflow. When a transaction is completed, it is locked from further edits by users without approval permissions and routed to a reviewer or approver. Completing a transaction does not affect the general ledger (if applicable) — that impact occurs when a transaction is [approved](/docs/approve-a-transaction). For accounting transactions, *saving the record without approving* is how a partially entered transaction is left for later — there is no Complete step. The following transaction types can be completed in R365: **Transaction types that can be completed** - [AP Invoice](/doc/docs/ap-invoices-overview-security) - [AP Credit Memos](/doc/docs/ap-credit-memos-overview-security) - [Donation](/doc/docs/donations-overview-and-security) - [Inventory Count](/doc/docs/inventory-count-sheet-details) - [Item Transfer](/doc/docs/item-transfers-overview-security) - [Waste Log](/doc/docs/waste-logs-overview-security) --- ## Completing vs. Approving Completing and approving are separate steps in the Food and Inventory transaction workflow, each with a distinct purpose. **Completing** a transaction marks it as ready for approval and locks the record from further edits. Completing does not post to the general ledger or update final inventory numbers—those changes occur when the transaction is approved. **Approving** is the final action on a transaction and locks the record from further edits. For transactions with accounting impact, approval posts to the general ledger and assigns the accounting period. For inventory transactions, approval records the final impact on inventory counts. Approving is available on a wider range of transaction types across |the Inventory app. For more information, see [Approve a Transaction](/docs/approve-a-transaction). Transactions in the Accounting app do not have a Complete step. They move directly from entry to Approve. Users who have approval permissions on a completable transaction type will see an **Approve** button along with the **Complete** button and can approve the transaction without completing it first. > [!NOTE] > AP Invoices in the Accounting app display an **Operations Status** field that may show *Completed*. This status is set automatically when the invoice is completed on an invoice in the inventory application. --- ## Security Users must have the following permission(s) to complete a transaction: - Food → AP Invoices → Complete AP Invoices - Food → AP Credit Memos → Complete AP Credit Memos - Food → Donations → Complete Donations - Food → Inventory Counts → Create Inventory Counts > [!NOTE] > Users that can create inventory counts can complete inventory counts. To unlock, users need the Unlock Inventory Counts permission. - Food → Item Transfers → Submit Item Transfers - Food → Waste Logs → Complete Waste Logs These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Complete a Transaction Follow these steps to complete a record: > [!NOTE] > - Only Inventory transaction records can be marked as Complete. For accounting transactions, saving the record without approving is how a partially entered transaction is left for later — there is no Complete step or status to mark it as ready for review. > - Users with approval permissions will see **Approve** as well as **Complete**. *Click steps to expand for additional information and images.* **1) Navigate to the transaction page.** Select the transaction type page from the left navigation rail. 1. Open the Inventory app. 2. Make the appropriate menu selection Inventory → **Donations** Inventory → **Waste** Inventory → **Inventory Counts** Inventory → **Transfers** **Invoices** *(Opens access to AP invoices and AP credit memos within inventory operations)* ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6YMCJK0K.png) **2) Open an In Progress record or create a new record.** Click an existing record with an *In Progress* or *Open* status to open it, or create a new record. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IDIFC3PG.png) **3) Complete the details of the record.** Enter or review all required information. For guidance on completing each transaction type, see: - [AP Invoice](/doc/docs/ap-invoices-overview-security) - [AP Credit Memo](/doc/docs/ap-credit-memos-overview-security) - [Donation](/doc/docs/donations-overview-and-security) - [Inventory Count](/doc/docs/inventory-count-sheet-details) - [Item Transfer](/doc/docs/item-transfers-overview-security) - [Waste Log](/doc/docs/waste-logs-overview-security) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GU0NNIOB.png) **4) Click **Complete**.** The record status updates to *Completed* and is locked from further edits. The transaction is now available for approval. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JGBSJQCD.png)