---
title: "Documents to Process Page"
slug: "documents-to-process-page"
description: "Reference guide for the Documents to Process page layout: document grid, filter options, preview panel, and action buttons."
updated: 2026-08-17T16:06:50Z
published: 2026-08-17T16:06:50Z
canonical: "docs.restaurant365.com/documents-to-process-page"
---

> ## 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.

# Documents to Process Page

The [Documents to Process](/doc/docs/documents-to-process) page is a centralized workspace for managing uploaded documents and creating supported transaction in Restaurant365. Documents can be used to create new transactions (supported for journal entries, AP payments, bank transfers, AP invoices, and credit memos), attach to existing transactions, or stored for reference purposes.

The page includes two tabs: Documents to Process, which lists documents pending action, and Recently Completed, which shows documents that were recently used to create or update transactions.

From this page documents can be managed in the following ways:

- View documents
- Create transactions manually
- [Create transactions with OCR](/doc/docs/manage-documents-in-documents-to-process#create-a-document-with-ocr)
- [Merge documents](/doc/docs/manage-documents-in-documents-to-process#merge-documents-in-documents-to-process)
- [Split documents](/doc/docs/manage-documents-in-documents-to-process#split-a-document-in-documents-to-process)
- Assign document locations or transaction types
- [Reset documents](/doc/docs/reset-document-in-docs-to-process)
- [Archive documents](/doc/docs/documents-to-process-mark-as-archived)
- [Attach documents to existing R365 transactions](/doc/docs/attach-document-to-existing-transaction-in-documents-to-process)

For organizations using [Capture AI,](/doc/docs/ap-capture-ai) selecting Create or Review for an AP invoice or credit memo opens the [Draft Transaction screen](/doc/docs/draft-transaction-details), where document details are reviewed and matched to R365 fields before finalizing the transaction.

For organizations without Capture AI, selecting Create opens a split view showing the transaction record alongside the uploaded document. The displayed view is dependent on the user permissions and preferences. Learn more about [Documents to Process settings](/doc/docs/documents-to-process#documents-to-process-settings).

All other document types open in a split view, regardless of Capture AI settings.

> This article references the [**new Draft Transaction experience**](/doc/docs/draft-transaction-details-update-2025), which is available to all users.
> 
> Learn more about the [**New Draft Transaction Screen**](/doc/docs/draft-transaction-details).
> 
> View **l**[**egacy Draft Transaction documentation**](/doc/docs/draft-transaction-sidesheet).

---

## Navigation

****Navigation Steps****

1. Open the **Accounting** accounting application.
2. Expand the **Accounts Payable** folder.
3. Click **Documents to Process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I8DHWSAY.png)

****Search****

Navigate to pages with the [R365 global search bar](/doc/docs/r365-search):

1. Enter all or part of the **page name** in the R365 global search bar.
2. Select the page from the results list.

> Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png)

---

## Documents to Process Tab

The documents to process tab has a card view and table view and options to view documents to be processed and recently completed documents.

### Table View

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AN239YI1.png)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Document Preview | Displays a preview of the pdf or image associated with the selected document. > [!NOTE] > **.**xls and .xlsx files do **not** appear as a preview. > [!NOTE] > The preview menu bar only appears for .pdf, .doc, and .docx files. |
| **2** | Add Issues | Opens a menu of issues that can be assigned to the document. Options include: - Vendor Incorrect - Location Incorrect - Item Incorrect - Date Incorrect - Total Incorrect Custom issues can be added using the Custom Issue field at the bottom of the list. All AP Invoices and Credit Memos that have an issue reported will have the [Document Issues tab](/doc/docs/ap-transactions-document-issues) added to the transaction after it is initially saved. |
| **3** | Tabs | Changes the table view to show either: - **Documents to Process** - Documents awaiting processing, review, or approval. - [**Recently Completed**](/doc/docs/documents-to-process-page#recently-completed-tab) - Documents completed within the past 90 days. |
| **4** | Category filters | Filters the table to show one of the following: - **All** - All documents. - **Priority** - Documents marked as high priority. - **Issues** - Documents with issues. > [!NOTE] > Documents with issues remain in the document queue until the transaction is approved. Each button displays the number of pending documents in that category. |
| **5** | Archive | Opens a table view of archived documents. |
| **6** | Search | Searches the vendor and file name columns for the entered text. |
| **7** | Upload Document | Opens the upload file window where files can be drag and dropped or browsed for [upload](/doc/docs/documents-to-process-manual-upload). |
| **8** | Smart Grid Controls | \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650929404.png) \| Table Views \| Save/edit table views. \| \| --- \| --- \| --- \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650937142.png) \| Columns \| Rearrange table columns. \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650933334.png) \| Filter \| Filter column information. \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650941066.png) \| Export \| Export the table to a .csv file. \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D5JWZZ7U.png) \| Card view \| Switches the page to the [card view](/docs/documents-to-process-page#table-view). \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-POIQ87CA.png) \| PDF Preview view \| Switches the page to the [table view](/docs/documents-to-process-page#Table-view). \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650945879.png) \| Refresh \| Refresh the table. \| Learn more about [working with Smart Grids](/doc/docs/working-with-smart-grids). |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650929404.png) | Table Views | Save/edit table views. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650937142.png) | Columns | Rearrange table columns. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650933334.png) | Filter | Filter column information. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650941066.png) | Export | Export the table to a .csv file. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D5JWZZ7U.png) | Card view | Switches the page to the [card view](/docs/documents-to-process-page#table-view). |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-POIQ87CA.png) | PDF Preview view | Switches the page to the [table view](/docs/documents-to-process-page#Table-view). |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650945879.png) | Refresh | Refresh the table. |
| **9** | Document Selector | Selects the document for bulk editing in the action bar. |
| **10** | Document Row | The row for an individual document. Click to view the document in the Document Preview. |
| **11** | Action Bar | When one or more documents are selected, the action bar opens. The options available in the action bar are dependent on the number of documents selected, the document type, and the document status. The options may include: - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-62DSCFZI.png) **Create :** Opens a split view of the uploaded document and transaction record. The transaction type is based on the selected document type. - This option is only available when a single document is selected and supports the following document types: - Journal entry - AP Invoice - AP Credit Memo - AP Payment - Bank Transfer - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C2P6876Q.png) **Edit:** Opens the edit menu with the following options: - **Document Type**: - AP Invoice - AP Credit Memo - AP Payment - Journal Entry - Bank Expense - Bank Transfer - Bank Deposit - AR Invoice - AR Credit Memo - AR Payment - **Location:** Assigns a location to the document. - > [!NOTE] > The location cannot be updated in the gridview when the document is in the following statuses: > > - Verification Needed > - Ready for Review - **User:** Assigns the selected document to an R365 user. - **Priority:** Assigns a priority to the selected documents: Priority options include: - Critical - High - Low - Standard - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2FNP0R5Q.png) **Attach:** Opens the [Transactions Screen](/doc/docs/documents-to-process-page#transactions-screen) where the document(s) can be attached to an existing R365 transaction. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JGKODRXC.png) **Reset**: Deletes OCR mappings for the draft transaction and returns the document to a waiting status. - Only available when all selected documents are in a ‘verification needed’ or ‘review’ status. - > [!NOTE] > This option is only available for AP invoices and AP credit memos when [Capture AI](/doc/docs/ap-capture-ai) is enabled. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VVG9CG3J.png) **Archive:** Removes the document from the Documents to Process tab and moves it to the archive. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OB9AVKOJ.png) **Split:** Opens the document preview to full screen for document splitting. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-18TLBAKT.png) **Merge:** Combines separate files into one document. - - For organizations with Capture AI, this option is only available when all documents selected are in a ‘waiting’ or ‘failed status’. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DBG5U3V8.png) **Trashcan**: Removes the document from Documents to Process. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TLLI8ARV.png)**Create with OCR:** Submits the selected documents to be processed by [Capture AI](/doc/docs/ap-capture-ai). - Only available when 2 or more documents are selected that are in the ‘waiting’ or ‘failed’ status. - > [!NOTE] > This option is only available for AP invoices and AP credit memos when Capture AI is enabled. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-02RWFML2.png) **Close**: Closes the bulk edit menu. |

### Columns

| **Column** | **Description** |
| --- | --- |
| Selector | Selects the document for bulk editing. |
| Priority | Displays the document priority. Click to open the dropdown with the following priority options: - Critical - High - Standard - Low |
| File Name | File name of the document. |
| Pages | Number of pages included in the document. |
| Assigned To | User who is assigned to process the transaction. |
| Created On | Date the document was uploaded. |
| Activity & Comments | Click view to open the [Activity log](/doc/docs/activity-feed) which displays the history of actions performed on the draft transaction and includes a comment field for adding notes. Users can tag R365 users in comments to [notify them](/doc/docs/notifications-overview). When comments are present, the number of comments appears in the blue circle next to **View**. > The Activity log shown in Draft Transaction Screen is the same activity displayed on the [Documents to Process page](/doc/docs/documents-to-process-page). **The Activity log records the following actions for draft transactions:** - Document created - Attached document - Digitized document (Document went through OCR) - Reset document - Archived document - Unarchived document - Processing initiated - Transaction created - Failed document - Added comment - Updated field - Added line item - Deleted line item - linked line item Each entry includes the user, timestamp, and any additional details available for that action. |
| Location | Location assigned to the document. > [!NOTE] > The location column in the Documents to Process screen displays the location assigned to the draft transaction when either of the following conditions is met: > > - The location is manually assigned by a user on the Draft Transaction form. > - The location is assigned by the OCR process based on a direct mapping. |
| Vendor | The vendor associated with the document. > [!NOTE] > This column is only displayed when [AP Capture AI](/doc/docs/ap-capture-ai) is enabled. |
| Transaction Number | The identifying number associated with the transaction. > [!NOTE] > This column is only displayed when [AP Capture AI](/doc/docs/ap-capture-ai) is enabled. |
| Issues | Issues flag problems or concerns with an uploaded document, such as an incorrect vendor or a duplicate invoice or credit memo number. When [Capture AI](/doc/docs/ap-capture-ai) detects that a document’s content matches an existing upload, it adds a ‘Possible duplicate’ issue. > Duplicate detection is based on the document’s content and type, not the file name. > > When the **Duplicate AP Invoice and Credit Memo Numbers** preference is set to **Not Allowed**, a captured AP Invoice or AP Credit Memo also receives a Duplicate Number issue if its document number and vendor match another transaction. This check is separate from the Possible duplicate issue, which compares document content rather than document number. If [AP Capture Pro](/doc/docs/ap-capture-pro) is enabled, the Possible duplicate issue can be removed so the document can be processed by the AP Capture Pro team. Issues can also be added manually by selecting **Add Issue** when viewing a document. |
| Document Type | Type of document. Options include: - AP Invoice - AP Credit Memo - AP Payment - Journal Entry - Bank Expense - Bank Transfer - Bank Deposit - AR Invoice - AR Credit > For organizations with [Capture AI](/doc/docs/ap-capture-ai), Capture AI only processes AP invoices and AP credit memos. |
| Status | Displays the current status of the document. Users may see any of the following statuses: - **Ready For Review** - The document has been processed and the draft transaction does not have errors. - **Waiting** - The document has been uploaded but is awaiting creation. - **Verification Needed** - The document has been processed but the draft transaction has errors that need to be addressed. - **Failed** - Document processing was unsuccessful. - The document can be reprocessed using the ‘create’ option. > [!NOTE] > This column is only displayed when [AP Capture AI](/doc/docs/ap-capture-ai) is enabled. |
| Actions | Displayed actions vary based on the document’s status. The following actions may appear: - **Review:** Opens the [Draft Transaction Screen](/doc/docs/draft-transaction-details) in split view of the transaction. Users can review the document, compare it with the transaction, and confirm or correct fields populated by OCR. - This action is available only when the document is in Ready for Review or Verification Needed status. - **Create:** - For organizations with [Capture AI](/doc/docs/ap-capture-ai), **Create** initiates OCR processing for AP Credit Memos and AP Invoices. - For organizations without Capture AI, Create opens Split View in the [accounting](/doc/docs/ap-invoice-record) or [operations](/doc/docs/ap-invoices-create-an-invoice) view, based on user permissions and [preferences](/doc/docs/user-preferences). - For journal entries, **Create** opens a split view of the document and [journal entry record](/doc/docs/journal-entry-record). - **Attach:** Opens the [Transactions screen](/doc/docs/documents-to-process-page#transactions-screen) which displays existing transactions the selected [document can be attached to](/doc/docs/attach-document-to-existing-transaction-in-documents-to-process#attach-a-document-to-an-existing-transaction-in-documents-to-process). - This option is the primary action for all document types except AP invoices and credit memos. Attach is available for AP invoices and credit memos in the **action bar** and in the [Draft Transaction screen](/doc/docs/draft-transaction-details). - > This option is only available for users with permissions to edit the document type. - **Split:** Opens the document preview to full screen for document splitting. - For organizations with [Capture AI](/doc/docs/ap-capture-ai), this is available for a single selected document regardless of its processing or OCR status. Splitting a document that has already been processed automatically resets it back to a ‘waiting’ status as part of the split. To prevent multiple users from entering the same transaction, enable Document Locking on the [Miscellaneous tab in System Preferences](/doc/docs/system-preferences-miscellaneous). > When a document is locked, a grayed-out Locked button replaces Create. If the user is inactive for more than 30 minutes, the system saves the transaction and unlocks the document, making Create available again. |
| Delete | Deletes the uploaded document. |

### Card view

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f193d5ca-d6cb-4c08-b229-193c9b24e19c.png)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Archive | Displays a list of archived documents. |
| **2** | Search | Searches the vendor and file name for the entered text. |
| **3** | Locations | Filter the screen to display documents for all location or for specified locations. |
| **4** | Card view / Table view | Switches between the [card view](/docs/documents-to-process-page#Card-view) and the [table view](/docs/documents-to-process-page#Table-view). |
| **5** | Refresh | Reloads the table to display the most current information. |
| **6** | Document cards | Each card includes the following options: - **AP Invoice** - Create a new AP Invoice - **Credit Memo** - Create a new Credit Memo - **Delete**![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/d2915da0-7eec-4d46-8ccc-cc551ab03b2d.png)- Delete the Document |

---

### Recently Completed Tab

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P30KW41V.png)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Document Preview | Displays a preview of the pdf or image associated with the selected document. |
| **2** | Tabs | Changes the table view to show either: - [**Documents to Process**](/doc/docs/documents-to-process-page#documents-to-process-tab) - Documents awaiting processing, review, or approval. - **Recently Completed** - Documents completed within the past 90 days. |
| **3** | Search | Searches the vendor and file name columns for the entered text. |
| **4** | Smart Grid Controls | \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650929404.png) \| Table Views \| Save/edit table views. \| \| --- \| --- \| --- \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650933334.png) \| Filter \| Filter column information. \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650937142.png) \| Columns \| Rearrange table columns. \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650941066.png) \| Export \| Export the table to a .csv file. \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650945879.png) \| Refresh \| Refresh the table. \| Learn more about [working with Smart Grids](/doc/docs/working-with-smart-grids). |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650929404.png) | Table Views | Save/edit table views. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650933334.png) | Filter | Filter column information. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650937142.png) | Columns | Rearrange table columns. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650941066.png) | Export | Export the table to a .csv file. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650945879.png) | Refresh | Refresh the table. |
| **5** | Card view | Switches the page to the [card view](/docs/documents-to-process-page#table-view). |
| **6** | Table view | Switches the page to the [table view](/docs/documents-to-process-page#Table-view). |
| **7** | Refresh | Refreshes the table. |

### Columns

| **Column** | **Description** |
| --- | --- |
| Priority | Displays the document priority. Click to open the dropdown with the following priority options: - Critical - High - Standard - Low |
| File Name | File name of the document. |
| Assigned To | User who is assigned to process the transaction. |
| Created On | Date the document was uploaded. |
| Pages | Number of pages included in the document. |
| Location | Location assigned to the document. > [!NOTE] > The location column in the Documents to Process screen displays the location assigned to the draft transaction when either of the following conditions is met: > > - The location is manually assigned by a user on the Draft Transaction form. > - The location is assigned by the OCR process based on a direct mapping. |
| Vendor | The vendor associated with the document. > [!NOTE] > This column is only displayed when AP Capture AI is enabled. |
| Transaction Number | The identifying number associated with the transaction. > [!NOTE] > This column is only displayed when AP Capture AI is enabled. |
| Document Type | Type of document: - AP Invoice - AP Credit Memo - AP Payment - Journal Entry - Bank Expense - Bank Transfer - AR Invoice - AR Credit Memo |
| Activity & Comments | Opens the [Activity log](/doc/docs/activity-feed) which displays the history of actions performed on the draft transaction and includes a comment field for adding notes. Users can tag R365 users in comments to [notify them](/doc/docs/notifications-overview). > The Activity log shown in Draft Transaction Details is the same activity displayed on the [Documents to Process page](/doc/docs/documents-to-process-page). **The Activity log records the following actions for draft transactions:** - Document created - Attached document - Digitized document (Document went through OCR) - Reset document - Archived document - Unarchived document - Processing initiated - Transaction created - Failed document - Added comment - Updated field - Added line item - Deleted line item - linked line item Each entry includes the user, timestamp, and any additional details available for that action. |
| Actions | **View**: Opens the selected transaction in a new tab. |
| Menu | Opens a menu with the following option: - **Review OCR Mapping:** opens [OCR Mapping](/doc/docs/ocr-mapping). - > This option is only available for organizations with [Capture AI.](/doc/docs/ap-capture-ai) > If no additional options are available, the menu is not displayed. |

---

## Transactions Screen

The Transaction screen is accessed by selecting **attach** in the action bar. It supports attaching documents to the following transactions types:

- AP Payment
- Journal Entry
- Bank Deposit
- Bank Expense
- Bank Transfer
- AR Invoice
- AR Credit Memo
- AR Payment

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QPIWX9EY.png)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | # of Documents | Displays the number of documents selected in the action bar. |
| **2** | Expand/Collapse | When collapsed, expands the screen to full size. When expanded, collapses the screen to a smaller size. |
| **3** | X | Closes the Transaction screen. |
| **4** | Search | **Search** - Filters the table for the entered text in the following columns: - Vendor - Number - Location |
| **5** | Table Options | A menu of the following table options: - **Table Views:** Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about [managing table views](/doc/docs/manage-table-views). - **Column Filtering** - Turns [column filtering](/doc/docs/filter-a-table-with-column-filters) on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in [User Preferences.](/doc/docs/user-preferences) - **Refresh Data** **-** Refreshes the table without changing the view. |
| **6** | Transaction Row | The row that represents an existing approved or unapproved R365 transaction. |
| **7** | Attach | Attaches the document to the transaction and removes it from Documents to Process. |

### Transaction Screen Columns

| Column | Description |
| --- | --- |
| Transaction Type | The type of transaction displayed in the row. Transaction types include: - AP Invoice - AP Credit Memo - AP Payment - Journal Entry - Bank Expense - Bank Deposit - Bank Transfer - AR Invoice - AR Credit Memo - AR Payment > By default, the transaction is filtered to the document type of the selected document. |
| Vendor | The vendor associated with the transaction. Click the hyperlinked vendor name to open the [vendor record.](/doc/docs/vendor-record) |
| Location | The location assigned to the transaction in the row. |
| Number | The number assigned to the transaction. Click the hyperlinked number to open the transaction. |
| Transaction Date | The date of the transaction. |
| Transaction Amount | The total transaction amount. |

Accounts Payable — payments a company owes to vendors. In Bank Activity, imported bank transactions can be matched to AP payments to confirm they've cleared the bank account.