---
title: "Upload Documents with Required Location"
slug: "upload-documents-with-required-location"
description: "Steps to upload AP invoices or credit memos when \"Require location selection on upload\" is enabled in R365."
updated: 2026-06-17T19:42:45Z
published: 2026-06-17T19:42:45Z
canonical: "docs.restaurant365.com/upload-documents-with-required-location"
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.

# Upload Documents with Required Location

When the **Require location selection on upload** setting is enabled, a location must be selected for each document before the upload can be submitted. This applies to manual uploads from [Documents to Process](/doc/docs/documents-to-process) and the Create menu.

> This behavior requires both [AP Capture AI](/doc/docs/ap-capture-ai) and the **Require location selection on upload** setting to be enabled. See [System Preferences: Miscellaneous](/doc/docs/system-preferences-miscellaneous) to confirm the setting is on. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RR1IMEBM.png)

*Click a section title to expand for additional information.*

****1)** Open the upload window by starting the **upload document** process.**

From the [Documents to Process page](/doc/docs/documents-to-process), click **Upload Document**. Alternatively, open the **Create menu** and select **Upload File**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5E61XDZ8.png)

****2)** Click in the **upload box to open the file explorer**, or **drag and drop** files into the window.**

Upload one or more documents at a time. Each file added to the queue must have a location assigned before the upload can be submitted.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-INR6XI0P.png)

****3)** **Select a location** for the uploaded document(s).**

Use the **Apply to All** row to set a location for all documents at once. Select a location from the **Location** dropdown in the Apply to All row. The selection applies to every document in the queue unless overridden on a per-file basis.

**To assign a different location to a single specific file:** Use the **Location** dropdown on the individual document row. A per-file selection overrides the Apply to All location for that document only.

> If the uploading user has access to only one location, that location is pre-filled automatically and cannot be changed. The location requirement is satisfied without any additional action.

> When a location is assigned at upload, [AP Capture AI](/doc/docs/ap-capture-ai) will not override it with OCR-detected values.

The **Location** field will be the only required field. Additional fields (Assign to, Document type, Priority) are optional.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-619A24WX.png)

****4)** Click **Upload** to submit the documents.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V6I6CUAN.png)

The **Upload** button is always enabled. If any document is missing a location, clicking **Upload** does not submit the file — a "Location is required" error appears inline below the empty **Location** field for that document.

To resolve the error, select a location for each flagged document, then click **Upload** again.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AVO8BTDO.png)

****5)** Select **Upload More Files** to continue importing, or select **Close** to exit the window.**

After a successful upload, documents appear on the [Documents to Process page](/doc/docs/documents-to-process) for review or processing.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V30BZB88.png)

## Related Articles

- [Require Location Selection on Upload](/doc/docs/require-location-selection-on-upload)
- [Manual Upload in Documents to Process](/doc/docs/documents-to-process-manual-upload)