- Getting Started 1 1 2
- R365 Support
- R365 Knowledge Base
- Logging in to the R365 App
- Troubleshoot User Login Issues
- R365 Implementation Process (Accounting and Operations)
- Using R365 1 1 2
- Address Verification Updated
- R365 Navigation
- AskR365 Beta 1
- Keyboard Shortcuts
- Attachment Viewer
- Working with List Views
- Working With Smart Grids
- Upload File
- R365 Academy Overview
- Using Restaurant365 in Other Languages
- R365 Mobile Language Options New
- How to Import Excel CSV with Leading Zeros
- Submitting a Product Idea
- Create a R365 Support Center Login
- System Requirements
- Getting Started with Accounting
- Golden Rules of Accounting
- Phase 1: Getting Started & Discovery
- Phase 2: Money In
- Phase 3: Money Out
- Phase 4: Accounting Cutover
- Accounting Cutover Process
- Phase 5: Banking
- Phase 6: Payroll
- Accounting Onboarding to Adoption
- Key Accounting Reports
- Using Monday.com
- Exporting Data from QuickBooks®
- Export Chart of Accounts List From QuickBooks® Desktop
- Export Chart of Accounts List From QuickBooks® Online
- Export Vendor List From QuickBooks® Desktop
- Export Vendor List From QuickBooks® Online
- Export Customer List From QuickBooks® Desktop
- Export Customer List From QuickBooks® Online
- Pulling Data from QuickBooks® Desktop for R365 Migration
- Pulling Data from QuickBooks® Online for R365 Migration
- Completing a Crosswalk
- Getting Started with Operations
- Golden Rules of Operations
- Using Monday.com
- Preparation for Operations
- Phase 1: Items In
- Phase 2: Item Management and Transactions
- Phase 3: Inventory
- Phase 4: Recipes
- Phase 5: Scheduling
- Phase 6: Ops Onboarding to Adoption
- Operations Reporting Essentials
- Restaurant Operational Reports List
- Key Operations Reports
- Key Labor Reports
- Restaurant Manager Training Outline
- Building Great Habits
- Advantage Migration to R365
- Frequently Asked Questions
- How To Videos
- Release Notes 1
- Administration 1 5
- Administration FAQ
- Audit Log
- Autonumbering
- GL Export
- GL Types
- Import Tool
- Location Groups
- Beginning Balance
- Radar Imports
- Start of Day
- Fiscal Years
- Legal Entities
- Locations
- Payment Type Accounts
- POS Mapping Tool
- Preferences
- System Preferences: Accounts
- System Preferences: Location Reporting Categories
- System Preferences: AP Processing Email
- System Preferences: Miscellaneous
- System Preferences: Location Additional Info
- System Preferences: Payments
- Adding Your Organization's Internal Support Link
- Undeposited Funds
- Outbound Emails
- Email Settings: Common Webmail Provider SMTP Settings
- Repoll DSSs
- Sales Accounts
- Setup Assistant
- Users & Security 1
- User Setup, Security, and Location Access
- Security & Permissions
- Security & Permissions: Overview & Security
- User Roles: R365 User Role Descriptions
- Custom User Roles
- User Permissions: Permission Reference
- User Roles
- Report Roles
- Passwords
- Auto Log Out
- Authentication (MFA)
- Audit Access
- Generating a User Access Report
- Generating a Permissions Access Report
- Generating a User's Permissions Report
- Multi-Factor Authentication Method Enrollments
- Users 1
- Full Access User Role
- User Preferences
- Troubleshoot User Login Issues
- Accounting User Setup
- Operations User Setup
- Workflows
- Single Sign-On (SSO) Beta 4
- Accounting
- Accounting FAQ
- Year-End Close
- Budgets
- General Ledger
- GL Accounts
- ASC 842 Federal Accounting Mandate
- Add a New GL Account
- GL Account Record
- Parent Accounts and Child Accounts
- Restrict Access on GL Accounts
- Disable Entry on GL Accounts
- Operational Reports Categories on GL Accounts
- Location Security on GL Accounts
- Report Settings on GL Accounts
- Budget Defaults on GL Accounts
- Statistical Accounts
- GL Types
- Entering Statistical Account Data
- Default Statistical Accounts
- GL Allocation Templates Overview & Security
- GL Allocation Templates: Create and Edit a Template
- GL Allocation Templates: Use a Template
- GL Allocation Templates: Allocation Calculator
- GL Allocation Templates: Mark as '(In)Active'
- Preset Allocations Overview & Security
- Preset Allocations: Create and Edit an Allocation
- Preset Allocations: Use an Allocation
- Preset Allocations: Mark as '(In)Active'
- Inactivate or Delete GL Accounts
- Journal Entries
- Daily Sales Summary
- Review a Classic Daily Sales Summary
- Approve a Daily Sales Summary
- Mass DSS Review
- Currency Conversion for DSS Data
- Troubleshoot a Daily Sales Summary
- Missing and Out of Balance Daily Sales Summaries
- Manually Delete a DSS
- DSS Paid Outs
- Paid Out Types
- Uploading Deposits via FTP
- DSS Validation Report
- DSS GL Account Mapping Report
- DSS Mapping
- Manage Undeposited Funds
- Map Refunds
- DSS Journal Entries
- Payroll Journal Entries
- Gross Sales vs Net Sales
- GL Accounts
- Fixed Assets
- Asset Classes
- Asset Categories
- Depreciation Method Definitions
- Convention Definitions
- CIP & Active Credit Offset Accounts
- Asset Record
- Asset Status
- Asset Actions
- Related Expenses
- Creating Assets
- Potential Asset List
- Fixed Asset Depreciation Form
- Fixed Assets Reporting
- Asset Tag Printout
- Adjusting the Acquisition Cost of an Asset
- Fixed Assets FAQ
- Delete a Fixed Asset
- Accounts Payable
- AP Center
- AP Transactions
- Memorized AP Transactions
- Documents to Process
- Documents to Process: Supported File Types
- Documents to Process: Upload Methods
- Documents to Process: Manual Upload
- Documents to Process: Uploading Files with AP Automation
- Documents to Process: Uploading Files via FTP
- Documents to Process: How to Process Uploaded Files
- Documents to Process: Log and Errors
- Documents to Process: Mark as Archived
- Documents to Process: Comments
- AP Capture AI
- OCR Mapping in AP Capture AI
- AP Capture Pro
- Documents to Process page
- AP Capture: Labels in Review OCR Mapping
- Draft Transaction Sidesheet
- Resolve Documents With Issues
- Payment Runs
- Payment Runs Page
- Payment Run: Payment Date
- Payment Run Statuses
- Create a Payment Run
- Payment Run: Discounts from Early Payment
- Payment Run: Creating Payments
- Payment Run: Applying Credits
- Payment Run Overview
- Printing Checks
- Manual Payment
- Check Numbering in R365
- Paying Your Credit Card Bill
- Recording American Express AMEX Charges
- Payment Run Record
- Payment Run Approvals
- AP Payment Record
- System Prompting to 'Save As' for Report / Check
- Vendors
- Invoices
- Mass Invoice Entry
- AP Credit Memo record
- AP Invoice record
- Voiding a Transaction
- Credit Expected
- Use Tax Vendors
- Unassigned Vendor – Accounts Payable
- Autopay AP Invoice
- Document Date & GL Date
- Payment Hold
- Mark as Paid
- Priority Status
- Location Groups in Accounting
- Alternate Currency Entry
- Currency Conversion Factors
- Working with Currency Conversion Factors
- Partially Pay an AP Invoice
- Imports & Automation
- R365 Payments Service
- Getting started with R365 Payments
- R365 Payments Vendor Enrollment
- Pay Vendors with R365 Payments
- Enable a Legal Entity for R365 Payments
- Add or Remove a Bank Account
- Add or Remove a Vendor
- Resending Failed Payments
- Scheduling a payment run
- Rescheduling Scheduled Payment Runs
- Cancelling a Scheduled Payment Run
- To and From Addresses in R365 Payments
- Payment Methods
- R365 Payment Statuses
- Voiding a payment with R365 Payments
- Flow of Funds
- Security and Fraud Prevention with R365 Payments
- Self-Service Onboarding and Verification
- R365 Payments: Frequently Asked Questions (FAQ)
- Troubleshoot an R365 Payment That Did Not Go Through
- AP Payment v Bank Expense
- Banking
- Bank Accounts
- Bank Record
- Direct Bank Connections: Re-Authenticating Connected Bank Accounts
- Bank Account Record
- Adding a New Bank Account or Checkbook
- Direct Bank Connections Overview
- Direct Bank Connections: Connecting Bank Accounts
- Direct Bank Connections: Bank Accounts with Multi-Factor Authentication
- Update an Account Being Use in CFR
- Bank Transactions
- Bank Reconciliations
- Bank Activity Overview
- Bank Activity: Update and Match Transactions
- Direct Bank Connections: Retrieve Bank Activity
- Bank Activity: Manual Import and Export
- Bank Reconciliation
- Bank Reconciliation Report
- Reconciling Credit Cards
- Bank Rules
- Rule Vault Overview & Security
- Rule Vault: Create a Rule
- Rule Vault: Edit a Rule
- Rule Vault: Mark as '(In)Active'
- Rule Vault: Default Matching Rules
- Bank Activity Page
- Bank Activity: Create AP Payment from Bank Activity
- Uncleared Bank Transactions
- Troubleshoot Bank Rules Matching
- Unreconcile a Bank Reconciliation
- Repoll a Reconciled DSS Entry
- Bank Balance vs GL Account Balance
- Where can I see my Bank Account Balance?
- Canadian Check Format Transit Numbers
- Preparing Amex Data for a QFX Converter Resource
- BAI File Transmission
- Positive Pay Overview & Reports
- Check Printing Setup - UNITED STATES Check Format
- Check Printing Setup - CANADA Check Format
- Check Signatures
- Creating a Check Signature
- AP Payment v Bank Expense
- Record an Expense Report
- Bank Accounts
- Accounts Receivable
- Transactions
- Smart Ops 3 10 10
- Smart Ops FAQs
- Smart Ops: Overview
- Stand-Alone Ops: Overview
- Home (Operations)
- Task Management 1
- Forms 1 1
- Dashboards
- Sales & Forecasting 1 3 1
- Forecasting New 3 1
- Forecasting Page
- Projection Models and Forecast Metrics
- Import Sales Forecast
- Adjusting Forecasts
- Review Projection Dates Page
- Customizing Projection Dates
- Publishing Forecasts
- Forecasting Settings
- Forecast Configurations Tab Updated
- Create and Edit Forecast Configuration Groups
- Labor Forecasting by Job Beta
- Additional Forecasting Features Updated 1
- Smart Labor
- Legacy Forecasting
- Daily Sales
- Sales Tickets
- Cash
- Menu Items
- Menu Item Categories
- Forecasting New 3 1
- Food 4
- Orders
- Invoices
- AP Invoices Overview & Security
- Invoices & Credit Memos
- Link a Purchase Order to an AP Invoice
- Create an Invoice
- AP Invoices: Review and Approve Invoices
- AP Invoices and Credit Memos: Split View
- AP Invoices: Alerts and Unlinked Items
- AP Invoices: Vendor Entry Instructions
- AP Credit Memos: Review and Approve a Credit Memo
- Linking Unlinked Items
- Keg Deposits
- AP Credit Memos Overview & Security
- Editing AP Transactions from the Purchased Item Record
- Create a Credit Memo
- Manage Overhead Costs
- Invoice Templates
- Inventory
- Inventory Counts Overview & Security
- Counts
- First Inventory Count
- What items are being counted on my Inventory Count Templates?
- Inventory Counts: Create and Edit an Inventory Template
- Create and Enter an Inventory Count
- Inventory Counts: Add New Items
- Review and Approve an Inventory Count
- Inventory Counts: Print Count Review Report
- Inventory Counts: Copying an Existing Inventory Template
- Inventory Counts: Using Multiple Count U of Ms
- Generate an Inventory Count Using Theo on Hand
- Inventory Transactions
- Inventory Count Variance Review
- Barcode Scanning
- Third-Party Inventory Counts
- Troubleshoot a Missing Inventory Count
- Resume Inventory Counts
- Inventory Templates
- Periodic Inventory
- Beginning Balances Inventory Count
- Transfers 4
- Waste
- Donations
- Memorized Prep Logs
- Prep Log
- Food Admin
- Item Costing
- Units of Measure
- Item Categories
- Items
- Smart Ops Items: Overview & Security
- Purchased Items
- Vendor Items
- Location Groups in Smart Ops
- Vendor Items vs. Purchased Items
- Sell Only Items (Merchandise) Sold through the POS with Recipe Costing
- Fix Duplicated Purchase Items
- Delete or Deactivate a Purchased Item Record
- Update the Measure Type on an Item Record
- Troubleshooting Item Costing Issues
- Recipes
- Item Locations
- Ingredients
- Items (Classic)
- Recipes (Classic)
- Prep Stations
- Brand-Managed Items
- Commissary
- Manager Log
- Labor 4 5
- Scheduling Updated 5
- R365 Scheduling Quick Start Guide
- Schedule Calendar 5
- Labor Forecasting
- Suggested Hours
- Cross-Day Shifts
- Restrict Scheduling Minors
- Scheduled Now
- Manager Tools
- Labor Admin
- Labor Details
- POS Employees
- Tip Automation Updated 2
- Scheduling Updated 5
- Team 1 1
- Jobs
- Employees 1 1
- Employees Page
- Employee Record 1
- New Employee Checklist
- Merge Employee Records
- Employee App Access
- Employee Master
- Inactive Employee Records
- Create Employee Records
- Assign Accrual Rules to Employees
- Employees with Multiple User Records
- Employee Update Templates
- Employees Legacy Smart Ops
- Employee Record 2024-2025 Update Updated
- Resolve an Email Address Already in Use Error
- Employees Classic
- Responsibilities
- Departments (Labor)
- Sites
- Document Library
- Workforce 11 2
- R365 Payroll Processing Calendar - 2024/2025 Updated
- Workforce Payroll Process Overview
- Workforce Payroll Routine - Click and Easy
- Departments (Workforce Payroll)
- Payroll 11 1
- Pay Runs 11 1
- Net Pay Shortfalls
- Payroll Audit & Troubleshooting
- Payroll Corrections Guide
- Funding and Payroll Journal Entries
- Editing DSS Labor Punches
- Paycheck Runs
- Year End Checklist
- Workers Comp
- Employees For Workforce Payroll
- Policies
- HR Support Center
- Locations
- Settings
- Documents
- Hire
- R365 Hire Overview
- Hire FAQ
- R365 Hire Reports
- Recruiting Module
- Hiring Process
- Recruiting Dashboard
- Jobs Listing
- Applicants Listing
- Contacting Applicants
- Message Templates
- Hiring Steps
- Post a Job
- Refreshing Jobs 2024 Update
- Prescreen Questions
- Confidential Account Name
- Share a Confidential Job
- Applicant Profile
- Location Setup
- Interview Scorecards
- Careers Page
- System Settings
- Job Templates
- Recruiting Bilingual Candidates
- Job Profile
- Job Boards
- Writing a Compelling Company Description
- Indeed Best Practices
- Departments Setup
- Populate Employee Records into Workforce
- Autopilot
- Reviewing New Applicants Page
- Remove an Applicant
- Track the Careers Page
- Access Applicant Assessments
- Write an Effective Job posting
- Using Application Forms
- View and Evaluate Assessment Scores
- Setting Benchmarks for Assesments
- R365 Hire Paychex Integration
- Onboarding Module
- R365 Hire: Onboarding Dashboard
- R365 Hire: Onboarding Checklists
- R365 Hire: Checklist Categories
- R365 Hire: Onboarding Defaults
- R365 Hire: Assign Tasks
- R365 Hire: Editing Checklists
- R365 Hire: Cloning Tasks
- R365 Hire: Onboarding Notification Settings
- R365 Hire: Creating and Uploading Onboarding Forms
- R365 Hire: Employee Custom Fields
- R365 Hire: My Info
- R365 Hire: Using E-Verify
- R365 Hire: Onboarding Record
- R365 Hire: Employees Listing
- R365 Hire: My Tasks
- R365 Hire: Account Settings
- R365 Hire: Add New Users
- R365 Hire: Using the Work Opportunity Tax Credit
- R365 Hire: Rehire Process
- R365 Hire: Add a New Employee
- R365 Hire: How to Export Employee to Payroll
- R365 Hire: E-Verify Statuses
- Troubleshoot the Tasks Tab
- Reports 1 1
- To Do Checklist
- P&L Comparison
- Dashboard
- Ad Hoc Reports
- My Reports 1 1
- My Reports FAQs
- My Reports Setup
- Report Subscriptions
- Vendors Reports
- Purchased and Inventory Reports 1
- Purchased and Inventory Reports Overview
- Above-Store Actual vs Theoretical Analysis Updated
- Actual vs Theoretical Analysis
- AP Invoice Distribution
- COGS Allotment
- COGS Analysis by Location
- COGS Analysis by Vendor
- Contract Violations
- Inventory Variance by Location
- Item Cost Analysis by Location
- Item Cost Percent Breakout
- Item Price Change Analysis
- Item Price Verification
- Item Transfer Details
- Paid Invoice Distribution
- Payables Invoice Distribution
- Period Purchases Analysis by Vendor
- PO to Invoice Reconciliation Report
- Purchases by Vendor
- Receiving by Purchased Item
- Stock Usage
- Theoretical On Hand
- Vendor Analysis
- Waste History
- Waste Log Form
- Weighted Average
- Donations Form
- Inventory Stock Count Detail
- Food Variance Report
- P&L Report v AvT Report
- Labor Reports
- Academy Progress Report
- ADP Alternate Export
- ADP Workforce Export
- ADP WorkforceNow Temp Cost Number Export
- Daily Labor Review
- Daily Roster
- EEO Report
- Employee Certification Report
- Employee Merge Report
- Employee Separation Report
- Employee Shift Sign Off Report
- F9 Segment Descriptions
- Labor Actual vs Scheduled
- Labor Actual vs Scheduled - Detail
- Labor Actual vs Scheduled - Punch Details
- Labor Break and Split
- Labor by Employee by Job
- Labor Hour and Rate Analysis
- Labor Payroll Review
- Labor Productivity Analysis by Week
- Labor Punches
- Minimum Wage Adjustment
- Minimum Wage Adjustment - Raw Data
- Overtime Warning Report
- Paychex Flex Time Export
- Paychex Payroll Alternate Export
- Paycom Payroll TAI03 File
- PTO Balance Report
- PTO Liability Report
- Punch Audit Report
- R365 Payroll Export
- Sales and Labor Budget Chart
- Sales vs Labor
- Worked Hours Export
- Shift Availability Report
- Weekly Labor Evaluation
- Deduction Audit Report
- Demographic Audit Report
- Financial Reports
- Financial Reports Overview
- Account Balance by Location
- Account Balance by Location Export
- Account Trx Summary by Location Export
- AP Accrual
- Asset Tag Printout
- Asset Value Report
- Balance Sheet
- Balance Sheet - Layout Format
- Blackline Export
- Cash Flow
- Restaurant Financial Reports List
- Cash Flow Side by Side
- Daily Sales Report
- Extended Daily Sales
- Fiscal Calendar
- Fiscal Year Error Check
- Fixed Asset Activity - Depreciation
- Fixed Asset Activity - Disposal and Retirement
- Fixed Asset Activity - Place In Service
- Franchise Invoicing Report - Summary View
- GL Account Detail
- GL Account Detail Export
- GL Account Detail with Legal Entity
- GL Account Detail with Legal Entity Export
- Net Sales By Daypart
- Profit and Loss
- Profit and Loss - Custom Date
- Profit and Loss - Layout Format
- Profitability Report
- Transaction Detail Export
- Trial Balance
- Working Trial Balance
- GL Account Drill-Downs
- Synexus Sales Tax Export
- Spread Memorized Transaction List
- Controllable Profit and Loss Mapping Guide
- Troubleshoot an Out of Balance Balance Sheet
- Troubleshoot a P&L Report Missing Budget Data
- P&L Report v AvT Report
- Banking Reports
- Sales Reports
- Sales Reports Overview
- Avg Gross Sales by Hour
- Avg Gross Sales Ticket Count
- Forecast Report
- Forecast Download Report
- Menu Item Analysis
- Menu Price Analysis
- Product Mix
- Product Mix - Year Over Year
- Sales and Prime Cost
- Sales Payment Analysis
- Server Sales Analysis
- Weekly Sales and Labor
- Advanced Weekly Sales and Labor
- Recipe
- Customers Reports
- Operational Analysis Reports
- Cash Reconciliation Export
- Cash Sheet Export
- Cash Sheet Report
- Daily Sales and Log Entries
- DSS Status Report
- Employees vs Guest Count Chart
- Flash Report
- Flash Report - Advanced
- Guest Check Transaction Detail
- Location Comparison
- Location Sales and Reg Labor
- Location Vital Signs
- Operations Overview
- Operations Scorecard
- Sales and Labor Breakout
- Sales and Labor Productivity Report
- Weekly Log
- Weekly Review - Location
- Weekly Speed of Service Report
- Recipe and Theoretical Reports
- Workforce Reports 1
- Commissary Reports
- Catering Reports
- Comparable Stores
- Fiscal and Operational Calendars in Reports
- Labor Differences on Flash Report vs P&L
- Actual vs Theoretical Analysis – Troubleshooting Variances
- Troubleshoot the AP/AR Aging Report
- Year Over Year Comparison Days
- Custom Financial Reports
- Custom Financial Reports: Writer Overview and Security
- R365 Custom Financial Reports Writer: Initial Setup
- R365 Custom Financial Reports Writer: Organizational Structure
- R365 Custom Financial Reports Writer: Building Reports
- R365 Custom Financial Reports Writer: Templates
- R365 Custom Financial Report Writer: Report Rows
- R365 Custom Financial Reports Writer: Report Columns
- R365 Custom Financial Reports Writer: Creating Reports
- R365 Custom Financial Reports Writer: Combination Reports
- R365 Custom Financial Report Writer: Running Reports
- R365 Custom Financial Reports: Assigning Reports
- R365 Custom Financial Reports Writer: Report Packages
- R365 Custom Financial Report Writer: Report Groups
- R365 Custom Financial Report Writer: Reports with Multiple Fiscal Year Structures
- R365 Custom Financial Reports Writer: Report Viewer
- Custom Financial Reports page
- Duplicate a CFR report
- Financial Dashboard
- Workforce Reports
- Unverified TIN Report
- W-2 Detail Report
- Unpayable Employees Report
- Payroll by Pay Period & Payroll by Pay Date Reports
- Employee Census
- Benefits and Deductions Report
- Payroll Accrual Report
- Garnishment Remittance Report
- Negative Balances Report
- Returned Payments
- Workers' Compensation Report
- I-9 Report
- Workforce: Paystubs
- Funding Page & Funding Details Report
- Form 8027
- R365 Mobile 8 4
- Announcements
- R365 Mobile App 1 1
- Mobile Intelligence
- Upload Files via the R365 Red App
- Accounts Payable (Mobile)
- Daily Sales
- Food
- Logbook
- Scheduling 1 2
- My Pay
- My Tasks 1
- Forms 6
- Notifications
- R365 Messaging
- R365 Mobile FAQ
- R365 Intelligence 1
- R365 Intelligence: Overview & Security
- R365 Intelligence FAQ
- Excel Plug-in Beta
- Install the R365 Intelligence Excel Plug In
- R365 Intelligence Glossary
- Dashboards
- R365 Intelligence: Dashboard Views
- R365 Intelligence: Creating a Dashboard
- R365 Intelligence: Editing Dashboards
- R365 Intelligence: Report Drill Downs
- R365 Intelligence: Duplicating Dashboards
- R365 Intelligence: Dashboard Action Menu
- R365 Intelligence: Sharing Dashboards
- R365 Intelligence: R365 Dashboard Masters
- R365 Intelligence: Purchasing & Receiving Dashboard Master
- R365 Intelligence: PMIX Dashboard Master
- R365 Intelligence: Sales Dashboard Master
- R365 Intelligence: Labor Dashboard Master
- R365 Intelligence: Intraday Dashboard Master
- R365 Intelligence Dashboard Subscriptions
- Visualizations
- R365 Intelligence: Editing Visualizations
- R365 Intelligence: Adding Data by Existing Objects
- R365 Intelligence: Visualization Types
- R365 Intelligence: Attributes v. Metrics
- R365 Intelligence: Creating Attributes
- R365 Intelligence: Creating Metrics
- R365 Intelligence: Using Filters
- R365 Intelligence: Creating Element Groups
- R365 Intelligence: Adding Thresholds to Visualizations
- R365 Intelligence: Formatting a Visualization
- R365 Intelligence: Importing New Data
- Integrations 1
- POS Integration
- POS Integration Overview
- POS Integrations List
- Intraday Polling
- Schedule Writeback
- POS Menu Item Modifier Management
- Setting up POS Menu Item Modifier Management
- POS Integration Whitelisted URLs & IP Addresses
- Change POS Systems
- POS Integration Settings
- Using the R365 Connect Installer
- Completing the POS integration import template
- POS Data Export – File Guide
- POS New Build Request Form
- Vendor Integrations
- FTP Site
- R365 API
- Integrations page
- HR Integrations 1
- Payroll Integrations
- POS Integration
- APS Payroll 2 3
- APS 2025 Processing Calendar New
- General
- APS Payroll Overview
- APS Payroll: Single Sign On
- Updating a User Record and Password
- User Setup for Payroll
- Print and Void Prepay Checks
- Admin Console
- Employee eSELFSERVE
- Manager eSELFSERVE
- APS Payroll: GL Account Mapping
- APS Payroll: Departments and Department Groups
- APS Payroll: Cross-Platform Mapping
- APS Payroll: Payroll Journal Entry Import
- Tracking Work Opportunity Tax Credit (WOTC)
- APS Payroll: Incomes Explained
- APS Payroll: How to Approve Incomes and Deductions
- APS Payroll: Deductions Explained
- Payroll - Contact Us
- APS Payroll: Payroll Processing Calendar 2022
- APS Payroll: Check Void Requests
- Employee Console
- Payroll Console
- Human Resources Console
- Payroll Reporting Console
- APS Year End 1 3
- Year-End Procedures (APS Payroll)
- Final Payroll Submission Dates 2024(APS Payroll) Updated
- Tax Form Deadlines (APS Payroll) Updated
- APS Common W-2 Adjustments New
- Year-End Dashboard (APS Payroll)
- Year-End FAQ (APS Payroll) Updated
- Tax Form Edits and Distribution (APS Payroll)
- Import Box 12 Health Amounts (APS Payroll)
- Paperless W2s (APS Payroll)
- Print & Ship W2s (APS Payroll)
- Year-End ACA Reporting (APS Payroll)
- ExpandShare
- ExpandShare FAQ
- ExpandShare User Quick-Start Guide
- ExpandShare Product Updates 2021-2024
- Using ExpandShare
- Home (ExpandShare)
- Training
- Checklist
- Library
- Location
- Admin (ExpandShare)
- Company
- Training (Admin)
- Training Assets
- Create Trainer and Self Checks
- Add a YouTube Video to a Course
- Add Images to a Course
- Quiz Grading
- Create Screen Capture Videos
- Upload PowerPoint Files (PPTX, PPT)
- Add Text to a Course
- Create a Simple Voiceover
- Add Videos to a Course
- Add Questions to a Course
- Course Builder Best Practices
- Course Builder
- Course Builder Modules
- Learning Tracks
- Assignments
- Automations
- Marketplace
- Training Assets
- Checklists (Admin)
- Knowledge Base
- ExpandShare Integrations
- Channel Partners
- Other
- Print
- Share
- DarkLight
- PDF
December 19th, 2018
Accounting
New Module - Fixed Asset Accounting
One System of Record – No more Excel files or dedicated fixed asset software. Restaurant365 calculates the deprecation and records it for financial reporting.
Quick to Implement – Import multiple assets using an Excel file from your legacy system into Restaurant365. Review the data and then mark them as active to pass the depreciation process to Restaurant365.
Easy to Update – Transfer assets between locations and update them based upon changes provided by auditors or other sources. A new depreciation schedule is created and adjustment entries will be made.
360 Degree View – Link expenses and track service activity to proactively identify troubled assets.
Feature Highlights
Supports Straight Line Depreciation with four in-service conventions.
Construction in Progress function to accumulate costs prior to placing an asset into service.
Create assets from a potential asset list based upon transactions posted to a specific GL account.
Access to a full depreciation schedule of both posted and unposted entries.
Easily move/transfer assets between locations that include intercompany journal entries.
Retire, Split, Delete and Duplicate assets for faster processing.
Quickly enter assets with less errors using asset classes.
Maintain assets by adding service tasks, notes and next service date to an asset.
An Audit Trail accumulates changes to the asset record for quick reference.
Please contact your Sales Rep or CSM to have the feature activated and get you onboarded.
December 12th, 2018
Accounting
New Feature - AP Invoice Posting Date
AP Invoices now support an Invoice Date and a Posting Date. This can be used when you are entering an invoice with a date where the period has already closed.
Enhancement - AP Aging Report now allows you to include unapproved transactions
Operations
Enhancement - You can now see and navigate to all items associated to a UofM directly from the new "Items On" tab on UofM's.
Enhancement - Item Category Imports now allow all 3 levels of categories to be imported - Item Categories 1, 2 and 3.
Enhancement - Menu Item Category Imports now allow all 3 levels of categories to be imported - Item Categories 1, 2 and 3.
Fixed - Manager Log Task Lists now show for their specified locations
December 5th, 2018
Accounting
Fixed - Credit Memos will now only show up on the correct Legal Entity’s Check Run
Fixed - Default Expense Accounts on the Mass Invoice Entry screen now appear correctly.
Fixed - AR now import with Tax Amount recognized.
Fixed - Vendors who default to payment type “check” will no longer be set to “mark as paid” by default.
Fixed - Hover-Over Tool Tip for number of memorized templates that can be copied is now correct.
Fixed - Company data fills in correctly when Copying a Memorized Template in AP Invoices.
Operations
Fixed - Clicking on a Unit of Measure on an AP Invoice will no longer automatically update the price.
Fixed - AvT To Count Report Parameter now shows all Stock Counts, including those with broken links to Stock Count Templates.
November 13th, 2018
Accounting:
New Feature - Enhanced AP Invoice Entry
Faster Invoice Entry
Quickly populate an invoice by starting with a memorized template
Documents to Process now automatically refreshes after processing a Document
Confidently Delegate Invoice Entry
Set entry instructions per vendor that are viewable when entering invoices for that vendor
Managers able to review documents marked as duplicates before they are removed
Enhancement - You can now print checks using Location info in addition to Legal Entity
Operations:
Enhancement - You can now add a comment to Commissary Orders as you would on a Purchase Order
Fixed - Deactivated POS Employees no longer get imported to R365 on initial POS pull
Fixed - Commissary Orders are now showing the correct fulfillment cost
Other:
Fixed - User email addresses now accept underscores wherever they may be in front of the @ symbol
September 4th, 2018
Accounting
New Feature - Auto-pay Invoices - Automatically pay and apply Vendor invoices when approved - learn how to set this up now!
New Feature - GL Account Location Security - Set which locations can post to which GL Account
Fixed - Brought back the "Is before or equal to" filter on Transaction Details
Operations
Enhancement - Payroll ID has been added to the Labor Details List View
Fixed - Stock Counts no longer show "N/A" as an approval status unless it relates to a template
Fixed - Brought back mass approving directly on the Stock Count grid for all roles with access to do so
Fixed - Restaurant Managers can now only perform an Item Transfer from locations they have access to
Catering
Fixed - Catering settings no longer round up and do keep 3 decimals places
Plus, we've fine tuned other areas and rolled out minor bug fixes throughout.
In case you missed it...
Also, in cased you missed it, we've been hard at work improving Restaurant365 all year long. Check out some of the highlights below:
Purchase Orders
Submitting Purchase Orders - Purchase Orders can be created and sent to Vendor via Email
Memorized Purchase Orders – Purchase Orders can be set on a scheduled or non-scheduled template for ease of ordering
Purchasing Assistant - Guides the user through all orders due today
Invoicing POs - Purchase Orders can be “Invoiced” or matched to imported invoices for reconciliation purposes
Suggested Ordering - Suggested quantities are generated based on a Usage Per $1000 in Sales model
Item Location Record Update - Item Location Record now contains Usage Per $1000 and Theoretical On Hand data
Click here for Purchase Order training
Scheduling
Suggested hours to schedule can now be set on the Location form based on a Sales Per Labor Hour Goal
Suggested hours displayed on the Scheduling page with a comparison and variance between suggested and actual hours
Weekly Totals added to the Sales & Labor Forecast section
Partial Unavailability now showing on the schedule calendar day view
Banking
Undo Upload - Allows users to undo a previous upload into bank activity in case you uploaded to the wrong account or want to undo for any reason
Delete selected option added to bank activity to permanently delete selected activity
New criteria for how long excluded activity remains in the excluded tab:
Excluded Bank Activity will show on the Matched/Excluded tab until a bank rec is approved with a statement end date greater than or equal to the date of the activity
Vendor dropdown has been added as an optional field to the Bank Expense/Withdrawal page
Sorting added to the Include/Unmatch column on the Matched/Excluded tab of the Bank Activity page
AP
Auto-pay Invoices - Vendors can be set to have their invoices automatically paid and applied when approved
USFoods Integration Improvement - USFoods invoices will now import including Freight, Fuel Surcharge, Discounts, and other additional details
New session settings on the Mass Invoice Entry to personalize various entry preferences
Check Run screen keeps filter values after checks are created
AP Invoice Form - Widened the Item dropdown box
Positive Pay Export option added when paying bill through AP Invoice
Import - The following fields are now available for Vendors in the import tool: Vendor Groups, Default Check Memo, Available To Managers and Payment Method
AR
AR Invoice now has a separate line for Address 1 and Address 2
User Defined Customer Groups added to the Customer Record
AR Aging - Can now be ran by Customer Group
Customer Statement - Can now be ran by Customer Group
Franchising
Mass Delete option added to the Franchisee Daily Sales Grid
Save option added to Franchising Fee Form to allow edits
Upload File option added to Franchisee Form
Inventory
Qty and U of M columns have been added to the Recipes On tab of Items
Mass Delete added on the Item Location Grid
Mass Delete added on the Vendor Items Grid
Approval Status added to the Item Form Transactions Tab
Manager Log - Document Library
Documents now sorted by file name in alphabetical order
Search box added to search Documents by file name
Minor formatting changes
General
GL Account Location Security - Setting to determine which locations can post to the GL Account
Option added to set Legal Entity closed dates in bulk (close all or multiple Legal Entities at the same time)
Manager Log Visible to All Employees setting added to Preferences to hide/show manager log to Employee users
New help options added, linking to the new customer support center
Catering Events now support Tax and Charge for 3 decimal places
Payment Terms column added to the AP and AR Transaction grids
Inactive users are now hidden on the User Role form when assigning User Roles
Open Attachment Viewer added to AP Credit Memo, Journal Entry, DSS, Bank Expense and AR Invoice
New Columns added to Grids:
AP Transactions: Payment Terms, Vendor Group
All Transactions: Attachment
Journal Entries: Attachment
Daily Sales Summary: Attachment
Vendors: Entry, Payment Method
AR Transactions: Payment Terms
Items: Count UofM 2, Count UofM 3
User Roles
Approve Journal Entry - secondary role to approve Journal Entries
Approve AR Payment - secondary role to approve AR Payments, meaning these users can then also apply AR Payments to approved AR Invoices
Pay Check Run - secondary role that gives users (Accounting Clerks) access to the Create Checks option on the Check Run Form
ACH Payments - secondary role designed for Accounting Managers to give them Hide Print Checks but also this role to let them Process ACH Payments
AP Data Entry - allows users to use AP Docs to Process and view and enter invoices and credit memos
Separate Unapprove user roles for different system areas: All, AP, AR, Banking, DSS, Inventory, and JE
DSS
Users with the Hide DSS Journal Entry Tab user role can now have access to the Steps Complete button from the Labor tab
Mass DSS - Select/Deselect all option added
Attachment column added to the DSS Grid
Existing Reports
Profit and Loss Custom Date - Report Types of Date Range by Period, Quarter and Year. Enter a date range containing multiple Periods and the report will separate the range with a column per Period (same for Quarter or Year)
Balance Sheet - Can now be ran by Location, including a Location Side by Side report type
Trial Balance - Can now be ran by Location
Flash Report - Option added to include additional burdened labor information
GL Account Detail Report:
Sort functionality added to all columns and parameter setting to see the full comments, location names and transaction numbers
Balance Parameter added to see Credits as a Negative or Positive
AR Aging:
Advanced grouping option added for more extensive day groupings
Can now also be ran by Customer Group(s)
Customer Statement Report:
Invoice Date added to the detail line
Can now also be ran by Customer Group(s)
Paid Invoice Distribution - Invoice numbers on the report are now links to the invoice
Reconciliation Report - Now includes GL Account Number based on Account Lookup Preference
AP Invoice Distribution - Quick Parameters added on the My Reports page
Sales & Labor Budget Comparison Chart - Forecasted Sales comparison option added
Transaction Detail Export - Date Range sub-header adjusted to accurately reflect dates being included when ran for multiple years
All Reports - Inactive Legal Entities are now available for selection on reports and are designated with "(Inactive)" at the end of their name
New Reports
Minimum Wage Adjustment (and Raw Data version) - Analyze hourly rate with tips to meet minimum wage
Labor Actual vs Schedule - Detail - Compares Actual vs Scheduled Labor grouped by Location, Job, Employee and down to the specific time punches
Location Sales & Reg Labor - Similar to the existing Flash Report, includes new section for weekly labor section
Sales & Labor Breakout - Contains Sales and Labor information broken out by Location
Sales & Labor Productivity - Contains Sales, Labor and other key stat information
Extended Daily Sales Report - Based on the Daily Sales Report but simplified columns for larger comparison (QTD and YTD)
Integrations
Payroll Integrations:
Added TD Bank as an option and created associated Positive Pay Exports
New Payroll Exports (Found on the My Reports - Labor section):
Nexchex
Vibe/Mosaic
New Vendor Integrations (The following Vendor file formats can now be imported into R365):
Cintas
ComData
Maines Paper & Food Services
New POS Integrations:
Schedule Writeback to Revel from R365
VersiTouch
Infor POS
AutoRetailSystems
Woo Commerce
ITWercs
Eatsa POS
Dolce
NCC
MobileBytes
NorthStar
Micros mapping fixes for versions 5.2, 5.4 and 5.5
Labor (to R365) Integrations
7 Shift Labor Integration
EZ Dine
OrderCounter
Documentor
Existing POS Integrations:
Started new functionality of updates to employee email and activity status in the POS to flow to R365 as well (Individual development for each POS and not supported by all POS systems)
Employee email address updates in the POS now automatically update R365 employee email address for:
Toast
Revel
Employee activity status (Active or Inactive) updates in the POS now automaticall update R365 employee activity status for:
Aloha
Revel
Toast
Squirrel
Speedlink
SoftTouch
POSITouch
MobileBytes
Additional Integration Updates:
PlateIQ Clickable Image added as an optional column to import template
Fintech File EDI Issue - Properly Handle Negative Total Amounts
Ben E. Keith Integration - Catch Weight Indicator
XtraChef imports now handle Split Case indicator (bug fix)
Cintas Vendor Invoice update to read proper column for Invoice number
Harri labor files now accepted into R365 Labor Accrual
Added secondary location to standard Line Item import template
R365 Multi Transaction by Account Import Template
R365 Line Item Template w/ Addition