Documents to Process provides a centralized workspace for Accounts Payable teams to review and prepare uploaded documents before they move forward in processing. From this page, users access the Action Bar to perform bulk document management tasks such as editing, merging, splitting, archiving, or resetting documents. These actions are available only from the Action Bar when one or more documents are selected.
These actions may be helpful to users responsible for managing incoming AP documents. Actions that can be performed from either the Action Bar or from individual document views are documented in separate, linked articles.
Supported Actions
Documents can be managed individually or in bulk using the Action Bar. Available actions include:
The actions available depend on:
Whether Capture AI is enabled
Document type
Document status
Number of documents selected
Number of pages in the document
Security
Users must have the following permission to manage documents in Documents to process:
Accounts Payable → Docs to Process → Edit Docs to Process Documents
These permissions can be added to custom user roles or individual users. The Permission 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.
Create a Document Manually in Documents to Process
Create a document manually to enter the transaction details manually.
This option is only available when a single document is selected and supports the following document types:
Accounting AP Invoice or Operations AP Invoice
The AP Invoice and credit memo experience is determined by permissions and by the selection in User Preferences.
Accounting AP Credit Memo or Operations AP Credit Memo
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select the document to be created.
3) Click create 
in the action bar.
in the action bar. 
4) Enter the transaction details and complete the process in the record.
Edit a Document in Documents to Process
Edit documents to update shared values across one or more selected documents.
Editable fields:
Document type
Location
User
Priority
Not all fields are required when editing documents.
The Location field cannot be updated when a document is in the Verification needed or Ready for review status.
To edit a document in Documents to Process, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select one or more documents.
3) Click edit 
in the action bar.
in the action bar. 
4) Update the desired fields.
Options include:
Document type
Location
User
Priority
All updates apply to every selected document.
5) Click Update.
For organizations with Capture AI, if a location is assigned by a user, Capture AI will not override with OCR-detected values.
Merge Documents in Documents to Process
Merge combines multiple documents into a single document for processing.
Merge Requirements:
At least two documents must be selected.
If Capture AI is enabled, all selected documents must be in a Waiting or Failed status.
To merge documents in Documents to Process, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select at least two documents.
At least two documents must be selected for the merge option to appear.
3) Select merge 
in the action bar.
in the action bar.If the documents cannot be merged, a notification appears when hovering over the Merge icon.
If selected documents contain conflicting values for Location, Document Type, or Assigned To, a confirmation message appears. Confirming the merge removes the conflicting values, which must be re-entered after the merge.
Merged documents are renamed with the prefix ‘Merge-’.
For example, Document1234 becomes Merge-Document1234.
Split a Document in Documents to Process
Split separates a multi-page document into individual documents.
Split Requirements:
The document must contain more than one page.
If Capture AI is enabled, the document must be in a Waiting status.
Documents already processed by Capture AI must be reset before they can be split.
To split a document, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select a document with multiple pages.
3) Click Split 
in the action bar.
in the action bar. 
4) Select the page(s) to be split into a separate document.
5) Enter a file name for the new document.
6) Click Split pages.
Each split creates a new document that can be managed independently.
Create a Document with OCR
This option is only available when Capture AI is enabled.
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select the documents to be created with OCR.
3) Select create with OCR 
in the action bar.
in the action bar. 
The documents selected are processed by OCR and moved into a ‘Ready to Review’ or ‘Verification needed’ status and the Review option appears in the actions column.