Imports & Automation

AP Transactions can be imported as CSV files into Restaurant365. Unlike Documents to Process , which requires a User to process the data at a later time, Imported AP Transactions contain all of the transaction details and are ready for review and a...

AP transactions can be imported in to Restaurant365 using CSV templates. Many vendors are integrated with R365 and each provides a unique file format that can be imported. Click here to see a list of integrated vendors . Restaurant365 provides a...

AP Transactions can be manually imported into Restaurant365. Manually importing AP Transactions requires the use of specific import templates. Transactions can be imported by Item or by Account. Click here for information on EDI Vendor Integratio...

AP Automation is a feature within Restaurant365 where Vendors can send emails with documents directly to your R365 instance via your R365-generated Documents to process Email. This email address is unique to your organization and is automatical...

Restaurant365 can monitor a specified Email address via POP3. Click here for more information on AP Automation .

Please refer to the AP Automation Overview for steps on how to set up AP Automation. AP Automation is a feature within Restaurant365 where Vendors are able to directly send invoices straight to your R365 instance via a unique email address gene...

Sometimes a Vendor may invoice a product at a different price than they have contracted with you. In these cases, the system can warn you that a contract violation has occurred. Setting up a contract price for a Vendor item is simple, and once set, ...

When you import AP transactions  through a CSV file , you may encounter errors or unexpected outcomes. This resource covers several common reasons CSV imports may fail to produce the expected results. To resolve the problem, we recommend you ...