The R365 Glossary provides explanations of multiple terms used throughout R365. This glossary is broken down by the following topics:
| Term | Definition |
| 1096 | A tax form used to report nonemployee income to the IRS. |
| 1099-INT | A tax form that is used to report interest income received from a Vendor |
| 1099-MISC | A tax form that is used to report any payments made to a Person or Organization that were at least $600, or at least $10 in Royalties or Broker Payments. |
| 1099-NEC | A tax form that is used to report nonemployee compensation. |
| Accounts Payable (AP) | An Accounting transaction that records a liability to pay a Creditor or Vendor and records the payment to the Creditor or Vendor to settle the debt. |
| Accounts Receivable (AR) | An accounting transaction that records a balance of money due from a Customer for services delivered but not yet paid and records the cash received from a Customer. |
| Advanced Close | A feature that enables the User to open/close a Fiscal Year and/or its Payables and/or General Ledger modules as needed by period. |
| Accrual | A Journal Entry that records revenues or expenses when it is incurred, not when cash is exchanged. |
| Approvals | A transaction that is booked to the General Ledger. |
| AP Capture AI | The AP Capture AI add-on feature uses advanced Optical Character Recognition (OCR) and field mapping to automate AP invoice and credit memo processing, saving valuable time and resources for your organization. |
| AP Capture Pro | The AP Capture Pro add-on feature enlists a Service Team to manually process AP invoices and credit memos for your organization. |
| API Connector | The API (Application Programming Interface) Connector allows third party services to connect to R365 so that data can be submitted or retrieved. |
| Autonumbering | An option to set a unique number sequence for certain transactions in R365. |
| Balance Sheet | A financial statement that reports the Company's Assets, Liabilities, and Owner's Equity as of a certain date. |
| BAI File Transmission | A direct connection with your bank so that your financial data is automatically pulled into your R365 system without any User intervention. |
| Chart of Accounts | A list of all accounts used for recording transactions and preparing financial reports. |
| COGS (Cost of Goods Sold) | The total cost attributes to the production of the goods sold. This includes raw materials, labor, and overhead. |
| Cut Over | The process of closing out your last period in your legacy software and beginning a new period in R365. This occurs during Onboarding. |
| Fiscal Period | The length of time covered by financial statements. This is usually determined in accordance with tax filings. |
| GL (General Ledger) Account | A specific amount on the Chart of Accounts used for recording a transaction. |
| Inventory | The list of items available to make finished goods available for sale. |
| House Account | A Customer account that will later be invoiced for services/products received. |
| JE (Journal Entry) | The recording of a transaction on the General Ledger using debits and credits. |
| Legal Entity | An organization or group of organizations that fall under the same Federal Tax ID. |
| List View Multiselect | The ability to group transactions together. |
| Non-Controllable Expense | An expense that is out of an individual's control. For example, Rent and Wages would be items that cannot be easily changed by a Manager. |
| OCR | OCR (Optical Character Recognition) identifies text on an uploaded document and uses the text to automatically complete fields. Currently, this feature is available as part of the AP Capture AI add-on and is used to process AP invoices and credit memos in Documents to Process. |
| Operating Expense | An expense incurred in the course of normal business operations. |
| P&L (Profit and Loss) | A financial statement that reports the revenues and expenses recorded for a specific period. This is equivalent to an Income Statement. |
| Paid Outs | Expenses paid out directly from the cash register. |
| Period Close | The finalizing of transactions for a set Fiscal Period and locking the period so that no other transaction can be tied to its time frame. |
| Prime Cost | Prime Costs include direct materials and direct labor. Prime Cost may be part or all of the Cost of Goods Sold. |
| R365 Payments | An add-on service where R365 manages payables for designated Vendor based on payment details entered in the system. |
| Retained Earnings | The total profits that have been earned to date or from within a set date range. |
| Spreading | Spreading a transaction across multiple periods. |
| Statistical Accounts | Non-financial accounts that track Operational information, such as number of tables/seats, square footage, and more. R365 includes two default Statistical Accounts that track Guest Count and Transaction Count, which are polled daily with the DSS. |
| Trial Balance | A statement of all the balances of each GL Account on the Chart of Accounts at a point in time. |
| Unapproved | A transaction that is not yet booked to the General Ledger. |
Term | Definition |
| AvT (Actual vs. Theoretical) | A report that shows itemized Cost of Goods Sold and compares them to the theoretical Cost of Goods Sold. |
| BOH (Back of House) | Any Job in the restaurant that is not Customer-facing. Cooks and dishwashers are an example of back of house Employees. |
| Burdened Labor | The cost of hourly/salary Labor and any taxes and benefits applied. |
| Commissary | This can be one of the following: a kitchen where food service providers can prepare and store food to be sold in another Location, such as a farmer's market, food truck, or retail shop, or a central distribution facility used to prepare and sell product internally and externally. |
| Comp | An item given to a Customer free of charge. |
| Day Parts | A breakdown of Daily Sales into segments. |
| Discount | A reduction to the Sale price of the item that is less than 100%. |
| DSS (Daily Sales Summary) | A daily packet of data from the POS that contains all Sales, Labor, and Menu Items sold at each Location. |
| EOD (End of Day) | The time when the POS runs processes to close Sales for the day. |
| FOH (Front of House) | Any Job in the restaurant that is Customer-facing. Servers, bussers, and managers are examples of front of house Employees. |
| Forecasted Sales | The projected Sales set by reviewing historical Sales and trends. |
| Gift Card Redeemed | A voucher used by a Customer to pay for a food purchase. |
| Gift Card Sold | A card that holds value placed on it by the Purchaser to be used for a future purchase at the restaurant. |
| Historical Sales | A Company's POS Sales data prior to using R365. |
| Ingredient Yield | The total output of a prepared ingredient. |
| Item Location | Used in Item Costing, item locations help to track costing information for an item. |
| Measure Type | The way in the which an item/recipe is measured. Options include: Weight, Volume, and Each. |
| Menu Item | The final product sold to a Customer as displayed on the Sales Ticket from the POS. |
| Periodic Inventory | The type of Inventory completed in R365. This type of inventory accounts for raw goods that may not be completely used or that may be combined together. This type of Inventory takes Inventory Counts more frequently. |
| POS (Point of Sale) | The machine that restaurants use to record a sale and accept payment. |
| Purchased Item | The items that are in your Inventory and counted on Inventory Counts, used as Ingredients in Recipes, and reported on in 'My Reports'. One Purchased Item can be linked to multiple Vendor Items. |
| Recipe Yield | The total output of a prepared recipe. |
| Sales Item | An item sold through AR Invoicing, such as wholesale items. |
| Shelf to Sheet | A method of Organizing Inventory sheets to mirror store layout. This is also referred to as 'Sheet to Shelf'. |
| SKU (Stock Keeping Unit) | This identifies a specific item and pack size for a certain Vendor. Also referred to as a 'Vendor Item Number'. |
| Split Case | An alternative pack size offered by the Vendor for the same SKU, or Vendor Item Number. |
| Inventory Count | The physical counting of raw materials or other items available for Sale. |
| Inventory Count Template (Inventory Sheet) | A guide for the items/recipes to count per cycle. |
| Unburdened Labor | The cost of hourly Labor pre-tax and benefits. |
| UofM (Unit of Measure) | A defined measure of quantity used as a standard for measurement. |
| Workflows | A chain of approval for specific transactions, such as AP Invoices and Journal Entries. |
| Vendor Item | The items purchased from a Vendor. These items should be entered in R365 and connected to an overarching Purchased Item. |
| Vendor Item Number | This identifies a specific item and pack size for a certain Vendor. This is also referred to as a 'SKU' (Stock Keeping Unit). |
Term | Definition |
| Bookmark | A feature on a web browser that records the address of a website to enable quick access in the future. |
| Browser | An application that allows you access to the internet. R365 Users should be using Google Chrome when navigating to their instance. |
| Cache and Cookies | The saved information from websites when using a browser. This enables webpages that were previously visited to load faster when they are visited next. |
| Calendly | The meeting tool used by Customer Success Managers to schedule online meetings. |
| Database | A User's R365 system. Also referred to as an 'instance'. |
| Domain | The first part of your R365 URL. For example, if your R365 URL was 'steakshack.restaurant365.com', your domain name would be 'steakshack'. |
| Download | The process of transferring data out of an application, such as R365. |
| FTP (File Transfer Protocol) Folder | The tool used to transfer files from one place to another, such as between a Vendor and R365. |
| Instance | A User's R365 system. Also referred to as a 'database'. |
| Intraday Polling | A feature that enables a current day's Sales data to be polled every 15, 30, or 60 minutes, depending on the POS. Only Users with select POS Systems can have Intraday Polling enabled. |
| Monday.com | The board used to track your Organization's Onboarding progress. |
| Polling | POS data that is brought in to R365. |
| R365 Black App | The R365 app that is used for Managerial tasks, such as taking Inventory Counts, entering in transactions, and viewing Scheduling information. |
| R365 Red App | The R365 app that is used by Employees to view their Schedules and Announcements as well as enter requests. |
| Repoll DSS's | When the system calls back to the POS for a previous day's data. |
| Upload | The process of transferring data into an application, such as R365. Also referred to as 'import'. |
| URL | The address of a webpage. Example: domain.restaurant365.com. |
| Zoom Meeting | The meeting tool used by R365 Implementation to schedule online meetings that allow for screen sharing between parties. |
R365 Payroll / Scheduling
Term | Definition |
| Analytics Tiles | A box that displays informational, actionable, or pictorial representations of valuable data pulled from different consoles in the system. |
| Breaks & Splits | Custom Rule set for state-specific Labor laws - breaks, splits, ect. |
| Console | A module or section of the software that focuses on a specific topic. R365 Payroll has five consoles: Employee, Payroll, Human Resources, Reporting, and Admin. |
| eSELFSERVE | The portal that R365 Payroll Employees and Managers use to document their time punches, receive announcements, view documents, and more. |
| Payroll Batch | The designated time worked for a pay period. Creating a Payroll Batch will ensure that Employees are paid accurately and on time. |
Term | Definition |
| API | The ability for a Third Party Service to retrieve data tables from R365. |
| Ad Hoc | A custom reporting tool that enables Users to create reports based on Sales, Labor, and transaction data in the system. |
| CFR (Custom Financial Reports / Financial Report Writer) | A reporting tool that enables Users to create custom financial reports in the system. |
| Report Parameters | The selected variables that a report can be ran by. |
| Report Role | The access granted by an Admin User to view certain reports. |
| Report Subscriptions | A subscription that, when created, will run and send selected reports to specific System and non-System Users. |
| Report View | A pre-selected set of Report Parameters that can be saved as a view for the report. A saved view can be selected for running a report. |
Term | Definition |
| Left Navigation | The navigation pane that allows the User to navigate to a variety of lists, based on module. |
| Module | A section of the software that focuses on a specific topic. Modules can be navigated to via the Module selector, located above the left navigation pane. |
| Primary Security Role | The access granted to the User to view certain parts of the system. |
| Secondary Security Role | Additional access provided to the User to accomplish additional tasks and/or view additional features. Restrict Access Secondary Roles prohibit access to certain parts of the system and/or from completing certain tasks. |
| Top Ribbon | The top bar of an R365 instance that lists several menus where new records/transactions can be created |