Below is the list of features that received an update in the most recent release:


  • AP Document Upload and Automation - these updates provide more ways to get AP invoices into the system including the following:
    • Invoices can be imported automatically by the system by dropping them into an FTP folder location instead of the user manually uploading within the system.  If you would like to set up a Restaurant365 FTP folder for imports, please contact support
    • AP Document Upload - a new feature has been created for uploading PDFs and images of invoices that go into a list for something else to create the invoice at a later time.  
      • Click here for training for this process
      • The following features should make this helpful to use:
        • Can upload documents by dropping in an FTP folder, by emailing them, or by manually uploading from within the system
        • One screen where you can see an image of each uploaded document that is ready to be processed by entering invoices for them
        • Side by side view where the PDF can be viewed on half the screen while the AP Invoice form is on the other half of the screen making the entry easier, where you don't have to click from the PDF and back to the invoice form
        • Multiple pages of a PDF can be broken out after uploading so you can create multiple invoices from 1 PDF and attach the appropriate pages of the PDF to each invoice
  • Check Run & Check Printing 
    • Saved check runs - check runs can now be saved so you can continue working on them later or one person can prepare the check run and another can print the checks.  Click here for check run training and refer to the section in that article titled "Saved Check Runs"
    • Multiple payments to same vendor with different dates - now on one check run, multiple checks can be created for the same vendor with different payment dates.  To learn the details of this process, click this check run training and refer to the section Step 5 under the heading "Multiple Payments to Same Vendor".
    • Checks in the check run screen can now have non-numbers so if you're creating payments that won't be printed such as ACH payments and you don't want to burn check numbers, you can just type a word such as ACH in the next number field and all payments created in that run will have that as the number instead.  Click here for check run training and refer to the section of Step 3 where this is described in detail. 
    • Payments Created report that prints as a summary of the checks created on a specific check run can now show the details paid with each check also.  At the top of the report is a parameter you can set to print Summary (which is how it always printed previously) or Detail which will print details for each check
    • Checks can now have a 2nd signature line print on the check based on a dollar threshold.  Click here for check signature training
    • Checks can be printed with signature from any screen where checks can be printed as long as the user has that security access.  Previously, only certain screens allowing printing with signature and other parts of the system only printed without the signature, but now you can print with or without signature from anywhere that checks are printed.
  • Banking
    • Deposit only bank accounts - there is now a check box on the bank account form called Is Deposit Only that when checked will prevent this bank account from showing in the check run or other payment screens as an option to pay from
    • A transaction can now be unmatched from a bank activity record right from the bank rec screen.  Previously if a transaction from the month you're reconciling was matched to bank activity of a future month and you wanted to unmatch it and match to something on this reconciliation instead, that had to be done from the bank activity screen.  Now, those transactions will show on the band rec screen with a comment of what bank activity it matched to and an Unmatch button right next to it.  Click here for bank rec training
  • Payroll Clearing - payroll clearing entries can now be done by Location or Legal Entity, whatever your organization prefers.  There is a setting on preferences to manage it.  Click here for payroll journal entry training

  • Imports
    • JE import can now be set by user as Approved or Unapproved
    • Menu Items can now be imported to be updated in the import tool
    • Import tool provides some better user messages for reasons documents failed to import
    • When import completes, the list of records imported is shown with each as a clickable link to open the record
    • Update type imports don't have required fields now
    • Added a new Wells Fargo bank import format
  • Location Groups - the location group screen has been formatted to make it easier to use.  Click here for location group training
  • Lists Updated
    • All Transaction and Inventory Transaction lists were updated to add the Comment field as a possible column
    • Approved On and Approved By columns now can be used as filters
    • Created On column now sorts by date and time properly (previously this sorting was limited in some lists)
  • Dropdowns - previously dropdown lookup lists would allow the user to type in text while the list was still loading which caused some confusion, so now the list will not allow text to be added until it has loaded the full list 

  • Items
    • Cost update method now defaults to Auto Update from Invoice
    • Available in Inventory check box only shows for recipes
  • Reports Page - Sum by Transaction added as an option on the Report Defaults page so you can now set a default for your user for that field.  This applies to GL Account Detail reports and previously they defaulted to Sum by Transactions = yes, but you can now default that to no for specific users using the Report Defaults page.