--- title: "Manual Upload in Documents to Process" slug: "documents-to-process-manual-upload" description: "Manually upload invoice documents to Documents to Process from the page, AP Center, or the AP Transactions page." updated: 2026-06-17T19:43:46Z published: 2026-06-17T19:43:46Z canonical: "docs.restaurant365.com/documents-to-process-manual-upload" 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. # Manual Upload in Documents to Process Documents can be uploaded on the Documents to Process page, AP Center, or from the Create Menu. Manual uploads are one option of several [upload methods](/doc/docs/documents-to-process-upload-methods) and may be useful when documents are contained on one computer or when values need to be assigned to the documents upon upload. --- ## Security Users must have one of the following permissions to upload documents to Documents to Process. - Accounts Payable → Docs to Process → Upload Docs to Process Documents - Food → Docs to Process → Upload Docs to Process Documents 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). --- ## Manually Upload a File Files can be uploaded on the [Documents to Process](/doc/docs/documents-to-process-overview) page, [AP Center](/doc/docs/ap-center) or by selecting **Upload File** from the **Create Menu** in the top ribbon. > [!TIP] > **R365 Best Practice** > > Upload multi-page documents in page order. Out of sequence pages may not process correctly. To manually upload a file, follow these steps: *Click steps to expand for additional information and images.* ****1)** From the [Documents to Process page](/doc/docs/documents-to-process-page), click **Upload Document.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DOO5OKM1.png) **From the Create Menu:** Open the **Create Menu,** then select **Upload File.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-85Z6QQ6V.png) **From the** [**AP Center**](/doc/docs/ap-center)**:** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LX9OVSGA.png) ****2)** Click in the **upload box** to open the file explorer or drag and drop a file from its folder into the window.** Upload one or more documents at a time by repeating this step as needed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0XDOBTLD.png) ****3)** Assign the **location**, **user**, and **document type** for the uploaded document(s).** **Set the Document Type.** Options Include: - Invoice - Credit Memo - Bank Expense - Bank Deposit - Bank Transfer - Journal Entry - AP Payment - AR Invoice - AR Credit Memo - AR Payment > Document type is required. **Select the location to be associated with the document.** > - For organizations with [Capture AI](/doc/docs/ap-capture-ai), if a location is assigned by a user during import, Capture AI will not override with OCR-detected values. OCR will override the location if no user-specified location is provided. > - If the uploading user has access to **only one location,** that location is assigned automatically and cannot be changed. > [!WARNING] > When [**Require location selection on upload** i](/doc/docs/upload-documents-with-required-location)s enabled in [System Preferences](/doc/docs/system-preferences-miscellaneous), location is **required** for AP invoice and credit memo uploads. Clicking **Upload** without selecting a location displays a "Location is required" error. Select a **user** to assign the document to them. *(Optional)* Use the ‘Apply to all’ row to make the selection for all documents listed in the window. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MO2JOWP2.png) Use the individual document row to assign specific locations, users, or document types to the document. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BJOE8Z1C.png) Selections made in the “Apply to all” row are applied to every document except those with individually edited fields. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-51SR8NYR.png) ****4)** Click **Upload** to import the documents.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P303Q9D8.png) ****5)** Select **Upload More Files** to continue importing or select **Close** to exit the window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S5ZYQL02.png) If the document’s content matches an existing upload, a ‘Possible duplicate’ issue is added. > Duplicates are determined by the content and type of document, **not** the file name. > Documents that have been archived or deleted are not considered for duplicate detection. > For organizations using [AP Capture AI](/doc/docs/ap-capture-ai), documents flagged as ‘Possible duplicates’ are not processed automatically, even if Automatic OCR Processing is enabled in [System Preferences](/doc/docs/system-preferences-miscellaneous). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OO23XD5R.png)