AP Automation is a feature within Restaurant365 that allows an Organization to setup a specified Email address on the System Preference screen.  Restaurant365 will monitor this Email address via POP3.  Organization team members and Vendors can then send emails to that address with PDF invoices attached and those PDFs will be imported into the Documents to Process list.  Each separate Attachment will be imported as a separate Document to Process.  Additionally, supported CSV file formats will import automatically and create AP Transactions via EDI.

Security

Users with the Secondary Security Role of 'User Setup' have access to 'System Preferences'.  Click here for more information on Security Roles.

Navigation

AP Automation is a tab on the System Preference screen.  Hover over the 'Administration' menu in the top ribbon in Restaurant365 and select 'Preferences'.  This will open System Preferences.  Click on the 'AP Automation' tab.

Set up AP Automation

Assign all required values on the AP Automation screen and Save.  Click here for more information on System Preferences: AP Automation

AP Automation: Common Webmail Provider POP Settings

Click here for more information on Common Webmail Provider POP Settings

AP Automation: Gmail Settings

If your organization utilizes Gmail or the Google G Suite, additional Email settings must be in place to correctly utilize Gmail/G Suite Email addresses.  Click here for more information on Gmail Settings

Documents to Process: Supported File Types

Only certain file types (under 1.5 MB) can be uploaded and processed.  Click here for more information on Supported File Types and Server-side Processing Times

Documents to Process: Uploading Files via AP Automation

Supported File Types can be emailed to the AP Automation Email address for automatic upload in to Restaurant365.  Click here for more information on Uploading Files via AP Automation