Why can’t I login to R365 on my Desktop?

Each database (sometimes referred to as 'instance') and User in R365 is unique.  There are a few reasons why you may not be able to login to R365. First, ensure that you are using Google Chrome and then review the following list of reasons you ca...
14:13

Why can't I login to R365 on my Mobile App?

Each database (sometimes referred to as 'instance') and User in R365 is unique.  There are a few reasons why you may not be able to login to R365. Review the following list of reasons you cannot login, followed by a list of possible solutions.  ...
13:10

What is my R365 domain?

Each R365 domain is unique to a User's restaurant Organization and will need to be entered while logging in to the R365 Red and Black Apps. An Employee's R365 instance is the domain name + '.restaurant365.com'. The domain name ...
14:35

R365's 'Back to School' Tips & Tricks

8/17/20 Hello R365 Family, As everyone heads back to school (either virtually or in-person) we wanted to get in on the learning fun by sharing some knowledge to help each of you get the most out of R365.  For the next several weeks we'...
11:18

What should I do if I'm missing a Daily Sales Summary or the data is incorrect?

If you're missing a Daily Sales Summary (DSS) file or the data in a DSS file is incorrect, the recommended solution depends on two factors: the date of the DSS file, and the method of integration we use with your POS system. Table of Contents ...
10:29

What are some best practices during the COVID-19 Pandemic?

The COVID-19 Pandemic has had a devastating impact on the restaurant industry in recent weeks. We understand the challenges you are facing and want to support you with additional resources on how to manage your Inventory and Restaurant Operations through t...
14:07

Contact R365 Support

If you're ever unable to find the answers you need in our Support Center, you can always reach out to our Support team for help. Please be aware that if you're in the onboarding process or need a refresher of a topic covered during onboarding, th...
11:29

Can I login to the Support Center with my R365 Username and Password?

If you are a new R365 User, it is important to note that your R365 username and password is not your R365 Support Center login. However, it is easy to make your own R365 Support Center account. Creating a R365 Support Center Login When vis...
09:27

How do I find out if there is a system issue?

Issues within R365 can be the result of improper system setup, and a simple adjustment to a user or item record can see everything working smoothly again. However, it is certainly possible that it can be the result of a temporary performance issue that we ...
15:26

What if an email address is already used for a different login?

If you are attempting to create a New User for Employee A and find a warning message appear noting that this email address is already in use, this means that the email address is saved on Employee A's Employee record. The only time when the same email...
09:15

Restaurant365's Post COVID-19 Tool Kit

Recovering from mandated closures during the COVID-19 Pandemic can bring multiple challenges, but your use of R365 should not be one of them. The Restaurant365 Post COVID-19 Tool Kit reviews valuable procedures when implementing Restaurant Locations that m...
11:48

Why is my item costing off?

Depending on the setting you’ve chosen for an item, its inventory cost is either automatically calculated based off previous AP invoices / commissary orders or is manually entered and maintained.  Troubleshooting Costing Issues When an item’s cost...
09:07

What do I do if I skipped Stock Counts?

Stock Counts should be entered consistently, but if your restaurant was closed, you may have skipped your End of Month (EOM) Stock Count. Entering EOM Stock Counts is crucial to ensure that your COGS is trued up. These counts can be easily replaced by comp...
09:07

How do I resume taking Stock Counts after not taking them for weeks?

When you resume taking Stock Counts after being closed during this pandemic, you will need two Stock Counts to reflect actual COGS usage. The first count will establish how much in Inventory you have in house. This count should be compared against you...
09:07

What are some best practices around entering a Payroll Journal Entry?

When creating a Payroll Journal Entry, it is important to make sure that the necessary Daily Sales Summaries are Approved and only one Payroll JE is created to clear out the accrued payroll for the desired date range. If more than one Payroll JE is entered...
08:26

How do I manage Undeposited Funds?

It is recommended to map Cash and Credit Card transactions to Undeposited Funds. To ensure that these funds are properly matched to the necessary bank account, follow the process listed below. Step 1: Map to Undeposited Funds from the DSS Pre...
15:54

COVID-19 Relief: Paycheck Protect Program (PPP) Loans & More

For information on Paycheck Protection Program loans for small businesses, see our regularly-updated PPP blog post, our PPP on-demand webinar, and our PPP Loan Forgiveness Strategies & Recovery Best Practices webinar. For a wealth of information on...
07:34

What does the Onboarding process look like?

In Onboarding, you will typically work with both an Accounting Coach and an Operations Coach as you learn both parts of the system. These processes are very different but work in conjunction with each other and, therefore, occur concurrently. Below details...
12:50

What daily, weekly, monthly, and quarterly tasks should I do as an Accountant and an Operator?

Since Accounting and Operations work in conjunction with each other, below lists the daily, weekly, and monthly tasks that should be completed for financial success. Click here to view a PDF of this Daily / Weekly / Monthly / Quarterly Task Guide. Dai...
10:42

How can I change a Legal Entity in R365?

During Implementation, Legal Entities will be set up for your Organization and tied to their respective Locations within R365. However, if a change in ownership occurs or there is a shift in Legal Entity structure, existing Legal Entities may need to be ad...
07:36

Why isn’t my email working to email Transactions, Check Stubs, or ACH files?

If you are unable to use the ‘Email Link’ and other ‘Email’ functions within R365, it is often because your User Email Settings either need to be set up, or have been entered incorrectly. If emailing from R365 worked previously, you may have recently reset...
07:44

How do I figure out which check paid which invoice?

There are two reports that can help you determine which check paid a given invoice. For details on these reports, see the following articles: Payments Created Paid Invoice Distribution
12:17

Why can’t I print a check with a signature?

Only Users with the ‘Print Check Signature’ security role can print checks with signature in R365.  If you are unable to print a check with a signature, contact the R365 Admin in your organization to request this access.  You will also want to verify that ...
12:59

How do I print a sales ticket?

To print a sales ticket, follow these steps: 1. Access the Operations module. 2. Under the Sales heading, select Sales Tickets. 3. Double-click the row corresponding to the ticket you would like to print. If necessary, use the column header search op...
14:11

Why can't I create transactions to Accounts Payable or Accounts Receivable?

Restaurant R365 automatically uses the settings in Preferences where GL accounts are assigned to Accounts Payable/Receivable. When you create AP or AR transactions in the system, the line items to AP / AR are auto-created and work in conjunction with your ...
14:10

Can I void a check run?

It's not possible to void an entire check run at once, but you can void transactions within the check run individually. See "Voiding a Transaction" for details.
14:46

Why do I have an Unassigned Vendor / Customer in my Aging report?

There are two ways that an unassigned Vendor / Customer can happen:  Accounts payable / receivable open transactions do not match the imported trial balances for AP / AR at go live.  Transaction line items are manually written to the Accounts payable / ...
14:57

Why isn't a transaction matching in my Bank Activity?

There are multiple possibilities why a transaction is not matching:  The transaction does not yet exist in R365, but can be created via bank activity.  The transaction it should matched to is in a closed period (see Legal Entity record).  The transacti...
13:21

How do I enter a Vendor Credit issued as a check or ACH?

Occasionally, you may receive a credit from a Vendor that is a Check or ACH. The following process allows you to reconcile ACH and Check payments for credits with your Vendors, thus allowing the relationship between the Credit Memo and the ACH payment to b...
08:59

What is the best way to handle Credit Cards in R365?

There are two options when using Credit Cards in R365. The first option is to create a Vendor account for your Credit Card and assign transactions through this account. The second and recommended option is to set up your Credit Card as a bank account and u...
15:19

Why is the cost of my item so high / low?

Depending on the setting you’ve chosen for an item, its inventory cost is either automatically calculated based off previous AP invoices / commissary orders or is manually entered and maintained.  Troubleshooting Costing Issues When an item’s cost...
09:08

What if my stock counts have disappeared?

By design, stock counts will be saved in R365 until they are manually deleted. Users have accidentally deleted stock counts on occasion. This typically happens when mass-deleting multiple entries from the list of stock counts in the Operations Module. From...
15:14

How do I add/remove an item to an existing Stock Count?

Stock Count Templates can be modified easily at any time through the process listed below. If your Organization is currently using Inventory Counts from the New Ops Experience, click here to learn how to update existing Inventory Counts. Add a New Ite...
15:09

Why does R365 use Periodic Inventory?

Restaurant365 uses the process of Periodic Inventory rather than Perpetual Inventory for several reasons. Perpetual Inventory serves as a one-to-one relationship, where an item is bought and sold as one product. Because of this, Perpetual Inventory Debits ...
15:35

How do I change the Measure Type on a Recipe?

The Measure Type on a Recipe Item record, or any Item record, can be updated by copying the record, changing the Measure Type and Unit of Measure, and saving the record. If the old record will no longer be used, it can be deleted from the system.  Cha...
08:55

How do I update the Measure Type on an Item record?

The Measure Type on an Item record can be updated in one of two ways:  Copying the record, changing the Measure Type and Unit of Measure, and saving the record  Entering the UofM Equivalency for the current Measure Type This training article will r...
12:03

How do I merge inventory items?

Unfortunately, there is not a way to merge Inventory Items in R365. Items are most likely tied to previous transactions and recipes, and issues would occur when looking at any recipes or historical data involving these items if this type of merge was allow...
09:23

How can a Vendor Item Record be deleted?

Vendor Item records should not be deleted in R365, even if a Vendor Item is no longer received from your Vendor. Rather, if this is a new Vendor Item that is unmapped, follow the Vendor Item Mapping Process to map this item.
10:17

What's the difference between a Vendor Item and a Purchased Item?

A Vendor Item is a single item that is purchased from a Vendor. R365 does not require Vendor Item records to be created unless your Organization is automating AP Invoicing through EDI. When an invoice is brought in to R365, the Vendor Items will be listed ...
15:17

Can I delete a Recipe record?

Recipes can be deleted as long as the following are true:  The Recipe is not an ingredient for another recipe  The Recipe has not been included on a transaction  The Recipe is not connected to a Menu Item If a Recipe follows the above criteria, a ...
08:55

How can I get Labor Accruals into R365?

If your employees use your POS system to punch in and out of their shifts, you should be able to import Labor Punches in to R365.  During the POS Integration, you should have set the ‘Import Type’ on the Location record for each POS Integrated Location.  Y...
15:22

How do I send employees a message?

There are two primary ways to send your employees a message: You can use our newer Employee Messaging feature. You can use our legacy Announcements feature.
12:51

How do I remove a former employee from R365?

Former Employee records should remain in R365 for reporting purposes and should not be deleted. However, you are able to mark a former Employee as 'Inactive' on their Employee record so as to not allow them access to the system. Click here to...
08:32

How can an Employee Mobile App User personalize their password?

If you use the R365 Red App for scheduling, your employees can log in from their personal devices to view schedule information. By default, employee passwords are randomly generated upon initial configuration as well as upon password reset. If your emp...
15:21

How do I add an employee note?

For the answer to this question, see the Employee Note Tab section of "Employee Record".
14:51

How do I delete a Job in R365?

Due to the fact that Job Titles can be tied to historical data, R365 does not allow for Jobs to be deleted. However, a few steps can be taken to ensure that this Job is not available for use:  Mark the Job as 'Exclude From Schedule' on the ...
09:19

How do I update the labor data on my DSS?

If you need to repoll your POS system, you can simply delete your DSS file and we will automatically reimport both sales and labor data as long as it is still within your POS system's window of availability (which varies by vendor). This step is neces...
13:15

How do I get last year’s sales to show up on my Flash Report?

If you are new to R365 and want your prior year (PY) sales to show up alongside your current sales on the Flash Report, you will need to import your ‘Historical Sales’.  These are different than your ‘Beginning Balances’ that you imported during initial se...
15:59

What is the Year End Close I see in my GL detail?

In Restaurant365, you don't have to book year-end entries, as this takes place automatically based on your Retained earnings preferences, approved transactions and set YE Close date, at the end of your fiscal year.  Therefore, any adjustments to y...
14:31

What is causing my Balance Sheet to be out of balance?

When your Balance Sheet is out of balance, it can be challenging to figure out the initial point when this may have occurred. This article reviews one way that you can decipher when and what caused your Balance Sheet to be out of balance. Step 1: Work...
09:23

Why does my 'On Hand' not calculate correctly on my Shopping List?

When creating a Shopping List through Purchasing Assistant, the 'On Hand' amount may appear to be calculated incorrectly due to the fact that it displays a '0' for one or more tems. It is important to keep in mind that the 'On...
08:15

What if my weekly reports are not starting on the day I want them to?

A commonly asked question that the Support Team receives is, 'What historical data does the Flash report utilize? Does it look at the actual dates (October 1, 2019, versus October 1, 2018) or does the report utilize a specific day of the week within t...
15:20

What if a field is no longer available on Ad Hoc reports?

If a field is no longer available on Ad Hoc reports, it is most likely due to a simple error. To resolve this, follow the steps below:  Open the Ad Hoc Report and click 'Remove Items' in the 'Missing Data' pop-up window.  Click th...
16:51

Which calendar is used on each report?

Generally, your Fiscal Calendar is used for Financial reports while your Operational Calendar is used for Operational reports. However, some reports may use a different calendar than expected. Review the chart below to discover which calendar is used for e...
13:29

How do I duplicate a report in CFR?

Unfortunately, there is not an option to duplicate a report in Custom Financial Reporting, but you can easily replicate a report by following the steps below. 1) Create Template 2) Choose and Name the type of Report 3) Edit T...
11:14

How do I save a report as a favorite?

The Favorites tab is the default tab when 'My Reports' is loaded and lists all reports marked as a 'Favorite' in alphabetical order. If no reports have been marked as a 'Favorite', then the 'Favorites' tab will be...
13:42

Why is my report blank?

If your R365 Report appears blank, it is often due to one of the following reasons: Incomplete Report Parameters Unassigned Fiscal Year Missing Information For handling more specific issues, reach out to R365 Support for additional guidance. ...
13:44

How do I write an effective Job posting?

Writing clear, engaging Job postings can help bring in more Applicants. In order to help you create the most engaging content, ensure that you: Use clear, straightforward Job Titles Make Job Descriptions easy to read Sell the Opportunity Use Clea...
10:24

Can I track my Careers Page?

Tracking pixels are snippets of code that are provided by your marketing or advertising agency that can give you insights into Applicant conversion rates from your R365 Hire Careers Page. When you provide R365 with these tracking pixels, R365 can implement...
10:51

How can Applicant data be removed from R365 Hire?

Applicants can request to have their data removed from R365 Hire at any time to protect their information. Below details the process of having Applicant information deleted from the system. Step 1: The Applicant Contacts R365 Support The Applica...
08:19

Release Notes - Q3 2021

September 15, 2021 See trends faster and get all the financials you need in one place, at a glance with the Financial Dashboard Customers with Custom Financial Reports (CFR) now have access to the financial dashboard which puts fresh, visualized data ...
19:31

Release Notes - Q2 2021

June 15, 2021 Improve forecasting by using 2019 sales data for Smart Forecasts 2020 was not a typical year. Use 2019 sales data to get more accurate sales forecasts. Alternatively, you can use the previous 8 weeks by selecting the “Smart  Forecast (20...
14:30

Release Notes - Q1 2021

March 3, 2020 Cleaner reports by excluding GL accounts with no activity - Make your GL detail reports easier to consume by excluding GL accounts that have no activity for the selected date range.         Further customize standard reports to fit ...
10:20

Release Notes - Q4 2020

December 16, 2020 Edit account name and number of default stat accounts - You can now edit the account name and number of default system statistical accounts to fit the naming and numbering conventions of your chart of accounts.      Scroll bar on...
08:33

Release Notes - Q3 2020

September 23, 2020 R365 Accounting AP Invoice: Quick allocation to multiple locations - Allocate invoice amounts to multiple locations quicker with the new dropdown menu that allows you to select multiple locations instead of adding locations one b...
18:05

Release Notes - Q2 2020

June 29, 2020 R365 Accounting Expanded Location Attributes - In an effort to better serve our customers, we are expanding the attributes users can assign to each location. The added attributes can be seen in the screen shot below. In future release...
18:03

Release Notes - Q1 2020

March 19th, 2020 Operations Enhancement - Added ability to delete Commissary Orders not in the fulfilled state Enhancement - Purchase Item Import - will use Category GL Assignments if present when uploading items Fixed - Catering Item Units of Meas...
18:02

Release Notes - 2019

December 26, 2019 Operations Enhancement - Item Transfers now update item costs when received Fixed - Changing location on copied Memorized PO no longer removes items Fixed - Commissary Order Form - locations and commissary locations now appear ...
17:48

Release Notes - 2018

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 ...
10:11

Release Notes - Q4 2021

October 1, 2021 CFR: Financial Dashboard Customization Upgrades You can now further customize your Financial Dashboard with the following options:  Choose your shortcuts at the top of the dashboard Use drag and drop to rearrange the shortcuts an...
10:32

R365 Setup Assistant

Setup Assistant The R365 Setup Assistant is your quick-start tool to get R365 up and running.  The Setup Assistant has been designed for simplicity and ease of use.  When new Customers first log in to R365, they'll be greeted by the Setup Ass...
15:52

R365 Theme Builder

To customize the User Experience, Organizations can set the color theme of the system.  The system comes with various saved color theme options to select from and new custom themes can also be created by the User. Access Theme Builder The the...
08:39

Fiscal Period/Year Setup

Fiscal periods must be setup for each year by creating a Fiscal Year for each Legal Entity. Different Legal Entities can run on different fiscal years. When Fiscal Years are created, they are validated to prevent gaps between years. Within each Legal E...
07:34

Restaurant365: Supported Browser

While Restaurant365 will 'work' in any web browser across any device, the complete experience and feature set is designed to work in the Google Chrome Browser. This means that our Development Team designs and tests every function and fea...
09:18

System Preferences Overview

System Preferences can only be accessed by Users with the User Setup Security Role.  On the System Preference screen, various System-wide Account, Location, Email Automation, POS Integration, and Reporting settings can be adjusted. Changes made on the...
08:59

System Preferences: Accounts

The 'Accounts' tab resides on the System Preferences screen.  Click here for more information on System Preferences.  On the Accounts tab, System-wide Account settings are set.  The values provided in these settings will be used as the Default Ac...
10:32

System Preferences: Location Reporting Categories

  The 'Location Reporting Categories' tab resides on the System Preferences screen. On this tab, Users can create and define Parent Location Reporting Categories that will be included on Location records so that Child Location Reporting...
07:49

System Preferences: AP Processing Email

The 'AP Processing Email' tab resides on the System Preferences screen. Click here for more information on System Preferences. The 'AP Processing Email' tab of System Preferences lists an R365-generated email address that is un...
09:19

System Preferences: Miscellaneous

The 'Miscellaneous' tab resides on the System Preferences screen and contains various system settings that effect how data is displayed, created, and updated throughout Restaurant365.  Click here for more information on System Preference...
09:47

System Preferences: Location Additional Info

The 'Location Additional Info' tab resides on the System Preferences screen.  Click here for more information on System Preferences. Additional identifiers for a Location can be created on this tab of Preferences. These identifiers will ...
10:32

Legal Entity Record

Legal Entities are companies that own locations. Each Location must belong to a Legal Entity, and whenever a transaction occurs and is connected to a specific Location, it automatically is connected to the Legal Entity as well. Many reports can be run...
07:46

Location Record

The Location Record is where the Location specific information for each Location resides in the system.  Once you have opened a Location Record, the General Tab of the record will be displayed.  In addition to the information found on...
07:36

Add a New Location

Location Records can be created via the Restaurant365 Setup Assistant.  A User with the security role of User Setup will have access to the Setup Assistant via the Administration menu.   Note: If the Location Record you are adding will be a POS Integra...
09:19

Location Groups

Location Groups allow you to create different sets of locations and then you can filter reports by those location groups instead of having to select locations one at a time on each report. To create a new group follow these steps Open the Location Gr...
13:09

Delete a Location

Locations in R365 can be deleted if necessary, but only when every transaction / record that was ever associated with that Location is deleted or reclassified to a different Location.    When each transaction / record has be...
07:36

Inactivate a Location

If a Restaurant Location closes, certain transactions can be marked as 'Inactive' from the Location record. This will ensure that no future transactions are accidentally tied to that Location while also retaining it in R365 for historical reporti...
07:36

Location Profile

The Location Profile provides a further look into the attributes of your restaurant Locations. The Location Profile can only be utilized if the Location has a Location Type of 'Restaurant' set on its Location record. When updating the Location Ty...
07:36

Location Reporting Categories

Location Reporting Categories are custom categories that are used for reporting and grouping your Locations. You can create up to ten Parent Categories that can then be assigned on Location records. Some examples include: If your company is separate...
14:40

Location Types

A Location Type is a required field in the Location record that groups Locations based on if they are an Accounting Entity, Commissary, or Restaurant.  When creating an Item Location record, Accounting Entities are omitted so that only Re...
07:36

Sales Account Import Types

Sales Account Import Types are the type of Sales Accounts brought in from the POS. Depending on the POS system, these types may or may not have been set up when your system was initially implemented. If your system allowed for this setup, this field w...
14:39

User Setup, Security, and Location Access

Setting up Users and managing security is found in a few windows under the Administration section as well as within the R365 Setup Assistant.  Only Users assigned the User Setup Security Role will be able to view and access these screens.   The R3...
12:07

User Roles: Security Role Descriptions

User roles in Restaurant365 come in two flavors: Security Roles and Report Roles. Security Roles determine the access a User has in Restaurant365. They are broken down by two types: Primary and Secondary.   Each User must have a Primary Role to be able...
07:41

Outbound Emails

To set up Outbound Emails, Users can either choose to have these emails come from an R365 no-reply email address or their third-party email address. Review both options below to determine the best fit for your organization. R365 Outbound Emails Ou...
12:49

Email Settings Overview

Various functions within Restaurant365 allow the User to Email different records, or transaction links.  In order to utilize the Email functionality, the 'Email Settings' on the User Record must be completed. The Email Settings tab contains t...
07:44

Password Policy

The Password Policy enables Admin Users to have more control over security by setting password parameters. These parameters enforce password requirements that Users must follow when creating their passwords. A password can have up to seven differe...
10:54

User Record

The User Record is where all User specific information resides in the system. Once you have opened a User Record, information including User login and password, email, User roles, and primary Locations can be found here. Click here for more informatio...
11:18

Resetting User Passwords

User passwords can be reset by both Employees and their Managers. Employees will need to access R365 via a web browser to update their passwords while Managers who have the User Setup Security Role and access to Setup Assistant will be able to update passw...
15:59

Delete or Deactivate a User

Depending on the User, you have the ability to either Delete or Deactivate a User that no longer needs access to R365 in your organization. Each option, Deleting or Deactivating, takes place in different parts of R365.  Additionally, a User can only b...
13:56

Mass Role Update

Mass Role Update allows an Admin User to update multiple User Roles, User Locations, and Report Roles for system Users at one time and in one place.  To open the Mass Role Update window, hover over 'Administration' and then the 'U...
13:16

User Roles

There are two kinds of user roles in Restaurant365: Security Roles, which control the permissions that a user has to various areas of the system and their functions. Report Roles, which control the data a user can access when creating and viewing report...
10:00

My Reports Overview

My Reports is the home to all reports in Restaurant365. Reports are sorted and displayed on tabs that group the reports together, including User defined 'Favorites'. In order to view or access any report, a User must first be assigned to...
13:49

My Reports: Report Roles Setup

Report Roles must be created and assigned to each User in order for that User to access individual Reports located in 'My Reports'. Alternatively, if all Users need access to all reports, this can be set on the User Record.  Report Roles can ...
12:45

My Reports: Assigning Report Roles

Report Roles grant access to specific Reports found in 'My Reports'.  Click here for more information on My Reports. Report Roles can be be assigned using two different methods:  Manually on the User Record  Using 'Mass Role Update&#x...
14:15

My Reports: Using ‘My Reports’

In order to view and run Reports found in My Reports, a User must first have a Report Role assigned to their User Record. Click here for more information on My Reports. Navigation   Navigate to 'My Reports' by clicking on 'My Repor...
15:50

My Reports: Send, Export, or Print Reports

Reports ran from within 'My Reports' can be emailed, exported, and/or printed directly from the reporting window. In doing so, any settings that are updated for a report with a PDF File Type will be saved for that report and User. These settin...
09:10

Profit & Loss Formatting

There are two aspects to Profit & Loss report formatting: Column layout Row format  Which column layout you use is selected from the dropdown when you run the report.  Column layouts are not customizable and examples are a column that shows per...
08:03

Report Subscriptions Overview & Security

Through the Report Subscriptions Management page, your Administrative Team has more control over who has access to your data by directly managing Report Subscription records. Report Subscriptions will run a selected report and send it to the desired R...
14:50

Report Subscriptions: Create a Subscription

This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report Subscriptions enable Users to receive the desired Reports via email daily, weekly, or monthly. These subscriptions can only be set up and ma...
14:50

Report Subscriptions: Edit a Subscription

This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report Subscriptions will need to be managed over time to better reflect your current Restaurant Management. Whether a Report Subscription needs to...
14:50

Report Views

Report Views act as a Report Parameter Template where Users can set and save views of a report without having to set the Report Parameters each time. Each User with report access can set a Report View as a Default View so that each time the report is ran, ...
14:35

Entering Beginning Balance Transactions

When implementing Restaurant365, you will need to input beginning balance transactions for GL Balances, Open AP Transactions, Open AR Transactions, and Unreconciled Bank Transactions.  The majority of beginning balance items will be imported during the imp...
14:54

Historical Sales

Historical Sales (sales data that occurred prior to cut-over) can be imported in a simplified manner into Restaurant365. Historical Sales are created using the R365 Historical Sales import template. Historical Sales exist in Restaurant365 for the compariso...
15:39

Beginning Balance Difference – Unassigned Vendor or Customer

Conditions in which UNASSIGNED VENDOR appears on AP Aging Report The UNASSIGNED VENDOR is a System Generated Vendor that appears on the AP Aging Report when the following conditions occur: 1. A difference exists between the AP Beginning Balanc...
08:54

Restaurant Accountant Training Outline

Navigation and Reports Working with Lists Accounting Reports Setting Up 'My Reports' Formatting Reports General Ledger Adding a GL Account New Journal Entry Payroll Journal Entry Overview Importing Journal Entries Budgets Budg...
12:25

Restaurant Manager Training Outline

Here are the key videos and articles for Restaurant Manager Training. Navigation Home Page Working with Lists (Classic) Restaurant Operational Reports Sales Daily Sales Overview & Security Daily Sales: Review a DSS Daily Sales Summar...
07:25

Daily Operator Guide

As an Operator, you are familiar with the cost and usage of each item in your restaurant. For Operations to be the most efficient, the following must be occur:  Item records, both Purchased Items and Vendor Items, should be setup correctly and adjusted a...
12:00

R365 Marketplace

Restaurant365 is always working to build advanced products that enhance your experience and help your restaurant thrive. As you grow to familiarize yourself with the software, R365 wants you to have direct access to the products that can help make you...
17:07

Submitting a Product Idea

At R365, we value your opinion and want to continually work to build smarter products that best serve you and your team. We thrive off of new perspectives, and as collaborators, we encourage you to share your ideas, make suggestions to existing features, r...
09:50

R365 Website Shortcut on Tablet

Create R365 website shortcuts on your mobile device's Home screen to make it even easier to log in to R365 and complete your daily tasks. Website shortcuts can be set up for both Apple and Android devices. iPhone / iPad Follow the instruction...
09:10

R365 Support

  The R365 Support Center is your one-stop for: In-depth solution articles Sharing best practices in our Community Forums Managing open support tickets Reading up on our new features roadmap Chatting with a support rep Click here to view ...
12:42

R365 Academy Overview

  Welcome to the R365 Academy! This course-based learning tool may just become your best friend over the next few weeks as you dive into the world of R365. This lesson will focus on how to get the most out of your one-stop spot for Learning, the R365 Ac...
15:42

Working with List Views

The different lists in R365 can be organized and saved based on each User's preferred format. Within these lists, different functions are also present to provide filters for searching and additional actions for the selections within a listing, al...
13:22

Default List View

Restaurant365 includes default list views that are designed to sort information by Approval Status and Date so that the most recent items marked as Unapproved are located at the top of the listing for accessibility purposes. Depending on the amount of AP T...
15:40

Closing a Period

Booking transactions dates is determined by the Closed Date on the Legal Entity.  Setting this date will mean no transactions can be Approved or edited with a date less than or equal to the Closed Date for any locations in that Legal Entity. Users who are ...
15:23

Advanced Close: Fiscal Year

The Advanced Close feature allows a User to lock and unlock Fiscal Years and/or Periods to better manage transaction entry. When enabled, a User can view and maintain the status of all Fiscal Years from the Fiscal Year Maintenance Screen so that trans...
14:18

To Do Checklist

The To Do Checklist displays various tabs with items that the system has flagged as requiring setup or attention.  If nothing is requiring attention on a specific tab, that tab won't be displayed.  The To Do List has the following tabs: Record ...
13:48

Export Chart of Accounts List From Quickbooks® Desktop

If your organization uses Quickbooks Desktop Version and is now setting up Restaurant365, moving your Chart of Accounts list over is an easy process. R365 consolidates Chart of Accounts so that multiple Locations and Legal Entities can be compared side...
14:31

Export Chart of Accounts List From Quickbooks® Online

If your organization uses Quickbooks Online Version and is now setting up Restaurant365, moving your Chart of Accounts list over is an easy process. R365 consolidates Chart of Accounts so that multiple Locations and Legal Entities can be compared side-...
14:31

Export Vendor List From Quickbooks® Desktop

Transferring your Vendor List from Quickbooks Desktop to R365 is an easy process, but to also make it an efficient process, it is important to review and consolidate this list.  To make sure your Vendor List is clear of duplicates and obsolete Vendors,...
14:28

Export Vendor List From Quickbooks® Online

Transferring your Vendor List from Quickbooks to R365 is an easy process, but to also make it an efficient process, it is important to review and consolidate this list.  To make sure your Vendor List is clear of duplicates and obsolete Vendors, follow ...
14:29

Export Customer List From Quickbooks® Desktop

If you use Quickbooks Desktop and are now setting up Restaurant365, moving your Customer List over is easy. When importing a Customer List, it is important to consolidate and update the list before importing into R365. Follow the instructions below to help...
14:28

Export Customer List From Quickbooks® Online

If you use Quickbooks Online and are now setting up Restaurant365, moving your Customer List over is easy. When importing a Customer List, it is important to consolidate and update the list before importing into R365. Follow the instructions below to help ...
14:29

Pulling Data from Quickbooks® Desktop for R365 Migration

During the final stages of Onboarding, a Data Import Specialist will contact you or your team about downloading and preparing four data files for import into R365, which include the Trial Balances and transaction information for the current and previous fi...
08:08

Pulling Data from Quickbooks® Online for R365 Migration

During the final stages of Onboarding, a Data Import Specialist will contact you or your team about downloading and preparing four data files for import into R365, which include the Trial Balances and transaction information for the current and previous fi...
08:13

Completing a Crosswalk

A Crosswalk occurs during Implementation when you determine how your Legacy accounts are mapped in R365. The transactional data tied to these Legacy accounts are pulled in from the number of prior years agreed upon in your Sales Contract. Your Data Import ...
08:19

Welcome to Your Adoption Journey

Congratulations on completing implementation! Restaurant365's VP of Customer Success, Kris Sundberg, has a quick message on how we are going to help your restaurant business thrive. To ensure you stay successful and are maintaining your instanc...
11:00

Setup Review and Daily Tasks

Fast track month-end close by maintaining your daily To Do Checklist in R365 and never play catch up again! Because you are entering and approving transactions daily, you should be reviewing the Flash, Weekly Review – Location, and Overtime Warning reports...
11:00

Weekly Tasks and Reports

Now that you are getting in the habit of knocking out your daily routine in R365, it is time to layer in weekly and biweekly tasks. These to-do frequencies are dependent on how often your Organization runs Payroll and takes Inventory. However, reviewing li...
11:00

Monthly Tasks and Reports

If you are maintaining Daily and Weekly Tasks, wrapping up period end should be a simple routine with only 3 main components on the Monthly To-Do List. These include: Bank Reconciliation It is important to compare your bank statements against ledgers ma...
11:00

Quarterly Tasks and Reports

Now that you have experienced at least two period ends, you should have plenty of reps under your belt for all DWM tasks. Layering in Quarterly Self-Audit processes is one way you can keep your R365 instance accurate and healthy for years to come. Use the ...
11:00

Quarterly Accounting Self-Audit

Every quarter, it is important to review certain aspects of the Accounting module to ensure that all transactions tie out, access to the system is granted to the appropriate Users, and financial data is accurate.  This article reviews the following Acc...
11:00

Quarterly Operations Self-Audit

Every quarter, it is important to review certain aspects of the Operations module to ensure that all items are set up correctly and that Scheduling details are accurate and up-to-date. This article reviews the following: Item Setup Labor Setup ...
11:00

Inventory Clean Up Process

It is important to update Inventory if any of the following occurs: Multiple similar items with different names (e.g. GROC Ketchup, GROC Katchup, GROC Catsup) Unexplained costing issues (usually a symptom of incorrect unit and item setup) Item values o...
11:00

Quarterly Recap

The goal of this article series is to equip you with the skills and routine to maintain your instance, inform your team, and streamline processes with the DWM Checklist. Because great healthy habits are established, you are truly utilizing what R365, as an...
11:00

The Cut Over Process

The Cut Over Process Cut Over is the process of closing out the previous period in your Legacy Software and starting the new period in Restaurant365 from the Cut Over date moving forward. When you close the previous period, all Legacy Ending Balances will ...
09:07

Entering in Beginning Balance Transactions

When implementing Restaurant365, you will need to input beginning balance transactions for GL Balances, Open AP Transactions, Open AR Transactions, and Unreconciled Bank Transactions.  The majority of beginning balance items will be imported during the imp...
14:55

DSS Mapping

POS Accounts must be mapped in Restaurant365 to account for the Sales and Payment Type Accounts that are imported from your POS. These records were created based on your separation settings in System Preferences, and now that they have been separated in R3...
09:07

Recording Delivery Services in R365

As Delivery becomes utilized more in the Restaurant Industry, it is important to note the best practices surrounding how to record Delivery Services in R365. When Delivery Services are imported from your POS, they can be mapped to one of the following acco...
15:29

Accounting Day-to-Day Processes

As an Accountant, it is important to follow certain daily, weekly, and monthly tasks to ensure your books tie out. Review the lists and resources provided below on these processes. Additional resources are recommended throughout via the R365 Acade...
09:07

AP Invoice Form

If within the Smart Ops Release window, click here to learn about AP Invoices. Inputting AP Invoices is easy. Users can either manually enter a new AP Invoice or import a csv file of AP Invoice details. If the AP Invoice has a 'Document Iss...
10:23

AP Invoice Form

If within the Smart Ops Release window, click here to learn about AP Invoices.   Inputting AP Invoices is easy. Users can either manually enter a new AP Invoice or import a csv file of AP Invoice details. If the AP Invoice has a 'Document I...
10:33

Mass Invoice Entry

Entering invoices in mass makes AP Entry seamless and easy. The steps provided explain each step of the Mass Invoice Entry process. Click here to view how Single and Mass Invoice Entry differ. Step 1: Open the Mass Invoice Entry screen H...
10:33

Memorized AP Transactions

AP Transactions can be memorized as transaction templates to be used again in the future.  In addition to creating a transaction template, Memorized Transactions can be scheduled and automatically created.  Note: Memorized Transactions will not ca...
10:08

AP Credit Memo

AP Credit Memos can be entered in Restaurant365 to record any credits that are due. Credit Memos can then be applied to Open AP Invoices. If the Credit Memo has a 'Document Issues' tab listed, click here to learn how to resolve Document Issues. ...
07:51

Voiding a Transaction

Voiding a transaction (including a check) creates a second transaction in the system that has the exact opposite effect as the original transaction and is automatically applied to the original transaction – thus nullifying completely the original tran...
09:25

AP Invoice: Credit Expected

The Credit Expected field located on the AP Invoice form is designed to allow your AP Clerk to quickly and easily document and request a credit when a credit is due.  To utilize this feature, first you should identify any of your Short Pay Vendors.  ...
14:39

Use Tax Vendors

The Vendor record allows you to identify your Use Tax Vendors for additional tax considerations.   Use Tax Setup To do so, open the Vendor record where Use Tax needs to be enabled, then navigate to the 'Vendor Additional Info' tab a...
10:52

Unassigned Vendor – Accounts Payable

Conditions in which UNASSIGNED VENDOR appears on AP Aging Report The UNASSIGNED VENDOR is a System Generated Vendor that appears on the AP Aging Report when the following conditions occur: 1. A difference exists between the AP Beginning Balanc...
08:24

R365 AP Capture Overview

  R365 AP Capture is an additional service that R365 offers its Customers.  Through the AP Capture Service, Customers can rely on the R365 Data Entry Team to manually enter and review their Accounts Payable Transactions.  Please...
12:51

Add a Location Logo

Your Company Logo can be added to the Location Record to appear on an AR Invoices and Statements that you create in R365. Location Logos can be added using the R365 Setup Assistant, or on the Location Record itself. Via Setup Assistant  ...
14:18

AR Imports for Flexibake Overview

Flexibake AR Transactions can be imported from CSV files to Restaurant365. Imported AR Transactions contain all of the transaction details and are ready for review and approval upon being imported. AR Transactions can be imported as complete Transactio...
09:00

Sales Item Record

A Sales Item, or a 'Sell Only' Item, is an item you are going to sell to a Customer but are not going to enter in your POS System, such as consulting services or equipment rental. Built out Sales Items can then be added to an AR Invoice and ...
12:08

Primary Contact

  Contacts can be created on Vendor and Customer Records by clicking the 'Primary Contact' link next to the selector. This will open the Contact form where the Contact can be entered and saved. Contact Form If the Contact was crea...
06:00

AR Credit Memo

The AR Credit Memo is part of Accounts Receivable within the Accounting module of Restaurant365.  They are generally used to apply to AR Invoices (cancel out the invoice) by issuing a Credit to a Customer. To create an AR Credit Memo, hover o...
15:10

AR Invoice

The AR Invoice is part of Accounts Receivable within the Accounting module of Restaurant365. The AR Invoice is used to generate a professional invoice to provide to customers for services or goods you sell them billed separately from your Point of Sal...
15:44

AR Payment

AR Payments are used to record the receipt of payment for an AR Invoice.  AR Invoices can originate from a number of features in R365 including, AR Sales, Commissary, Franchising and House Account transactions. When you have received Payment from a Cus...
09:53

House Accounts

House Accounts exist in R365 to aid the User in automatically creating AR Invoices for the House Accounts at their Locations. When a House Account Payment Type appears on a Sales Ticket through your POS System, the Daily Sales Summary will display that tra...
11:23

Third Party Delivery Services & House Accounts

In the Accounts Receivable Process for Third Party Delivery services, transactions made hit GL Accounts based on the following: The Customer order is received and entered in the POS and then closed out to unique tender (i.e. Seamless). This imports into ...
14:45

AR Invoices Paid Through the POS

At times, AR Payments may be received through the POS as a Sales Account or as a Paid In on the 'Paid Out' tab of the Daily Sales Summary. This Sales Account should be mapped to a GL Account called 'House Account Payment Clearing' and s...
14:52

GL Types

GL Types, or rather General Ledger Types, are predefined groups for GL Account Records. GL Types are used for the sorting, grouping and subtotal of GL Accounts on Financial Reports (Balance Sheet and P&L). GL Type is a required field on the GL Account ...
12:50

Add a New GL Account

A new GL Account can be added one of three ways in R365:  Account Menu  Setup Assistant  Import Tool This document will demonstrate the simplest method of the three: the Account Menu. Refer to the Setup Assistant and Import Tool training articles...
14:06

GL Account Record

  The GL Account Record is where the Account specific information for each of the GL Accounts resides in the system.  Once you have opened a GL Account Record, the General Tab of the record will be displayed.  In addition to the information found on the...
14:36

GL Accounts: Parent Accounts & Child Accounts

GL Accounts can have a specified Parent Account (effectively making them a Child Account). Parent Accounts allow Users to group Sub-Accounts under one main Summary Account for subtotal and visual grouping on Financial Reports. To assign a Parent Accou...
15:34

GL Accounts: Available To Managers

This article is part of the documentation on the GL Account Record.  Click here for more information on GL Accounts If non-Accounting Users (Users with the security role of Restaurant Manager) need access to a GL Account, that Account must be flagged a...
07:55

GL Accounts: Disable Entry

This article is part of the documentation on the GL Account Record.  Click here for more information on GL Accounts If a GL Account is going to be a true Summary Account, we can Disable Entry for the account.  The values in the account going forward wi...
10:40

GL Accounts: Operational Reports Categories

This article is part of the documentation on the GL Account Record.  Click here for more information on GL Accounts. Operational Reports Category is a setting on the GL Account Record for GL Accounts that have a GL Type that appears on the P&L...
15:46

GL Accounts: Location Security

GL Accounts can have additional, Location-based, security set on the GL Account record.  Similar to how the 'Available to Managers' feature limits accounts from being seen and selected, GL Account Location Security can be set to limit ac...
15:00

GL Accounts: Report Settings

On the Report Settings tab, Users can specify additional report settings for the GL Account, including the option to Show Running Total, and assign the Cash Flow Category to Balance Sheet Accounts.   Percent Of None - The default select...
07:34

GL Accounts: Budget Defaults

Budget Defaults The GL Account can have a default budgeted dollar Amount set on the GL Account record.  This value would then be pre-populated in the 'Set All to Same..' field on the Account Detail screen when the Budget is created.  By...
16:16

Bank Account Record

Bank Accounts are essential in Restaurant365.  Each Bank Account record represents a Bank Account that is part of your organization and is used in the finances and operations of your Restaurant Organization. Bank Accounts exist as GL Account...
11:02

Bank Deposit

The Bank Deposit form is used to record the depositing of funds, from any source, to a Bank Account.  The Bank Deposit form pulls any Undeposited Transactions from the GL Account assigned to the 'Undeposited Funds' field in System Preference...
10:46

Bank Withdrawal

The Bank Withdrawal or Bank Expense form is used to create Payments to Non-Vendors and record Withdrawals directly from your Bank Account. No AP Invoice, AP Credit Memo, or Vendor Record will be associated with the Bank Expense. GL Accounts can be select...
10:18

Bank Transfer

The Bank Transfer form is used to record the transfer of funds between an organization’s Bank Accounts. Restaurant365 does not initiate the transfer of funds with the bank itself. Transfers must be performed outside the system and then recorded in Res...
06:17

Bank Activity Screen

The purpose of the Bank Activity screen is to make it simple to match your Bank Statement to Transactions that have already been entered into R365. Bank Activity also allows an easy creation of new Deposits and Withdrawals based on data from your Bank...
11:09

Bank Activity Screen: Update and Match Transactions

Matching transactions in Bank Activity makes the Bank Reconciliation process easier. Once your Bank Accounts are set up, then Bank Activity can be pulled and matched. This process consists of the following steps:  Navigate to Bank Activity &a...
11:05

Direct Bank Connections: Retrieve Bank Activity

This article is part of the Direct Bank Connections training.  Click here for more information on Direct Bank Connections Direct Bank Connections work in conjunction with the Bank Activity Screen.  Think of the Direct Bank Connections as a replace...
08:28

Bank Activity Imports: Manual Export & Import

Manual Export &Import is one of three ways that Bank Activity can be updated. Click here to learn more about Bank Activity Update Options. Download Activity from Your Bank Log into your bank website and choose to download your bank transaction ...
08:29

Bank Reconciliation

A Bank Reconciliation is a period end (or month end) procedure used to ‘true-up’ the records in your accounting system to the actual activity in your bank account (as reported by your bank.) Step 1:  Make sure to have a copy of your bank statement or onl...
14:11

Bank Reconciliation Report

Detailed or summary view of cleared and outstanding transactions included in a bank reconciliation. To open a Bank Reconciliation Report, open the desired bank reconciliation, hover over the 'Action' menu, and click 'Reconciliation ...
13:35

Bank Record

Bank records exist to allow you to perform ACH and Positive Pay exports from the Check Run Screen.  Before Direct Bank Connections were introduced, the Bank record was also used to allow Users of specific Banks to import their Bank Activity directly to t...
16:41

Positive Pay Overview & Reports

The Positive Pay feature (sometimes referred to as Safe Pay) allows the User to export a list of Checks from R365 in a format to be uploaded to the Bank. The purpose of the upload is to alert the Bank of these checks so they can be cashed. This is a servic...
07:45

Adding a New Bank Account or Checkbook

Bank Accounts or Checkbooks exist as GL Accounts in R365.  They can be added using one of the following methods:  Account menu  Setup Assistant  Import Tool This document will demonstrate the simplest method of the three, the Account menu.  Refer to ...
08:09

Check Printing Setup - UNITED STATES Check Format

Restaurant365 allows users to print their own checks without relying upon pre-printed check stock.  This gives users greater flexibility and added security as they will not have to keep pre-printed check stock on premises, or under lock and key.  Blan...
15:23

Check Printing Setup - CANADA Check Format

Restaurant365 allows users to print their own checks without relying upon pre-printed check stock.  This gives users greater flexibility and added security as they will not have to keep pre-printed check stock on premises, or under lock and key.  Blank c...
15:22

Check Signatures

The system allows the following options around how your company can handle signatures on checks: Click here for more information on how to Create a Check Signature 1.) Print Check - a standard signature line is printed on the check to be signed man...
15:08

Creating a Check Signature

How to Properly Create a Check Signature in Restaurant365 Restaurant365 gives Users the option to upload a signature to be included on checks for transactions involving Bank Accounts. If the signature and the file containing the signature are not forma...
10:05

Direct Bank Connections Overview

Direct Bank Connections is one of three ways that Bank Activity can be updated. Click here to learn more about Bank Activity Update Options. Overview Direct Bank Connections allow you to connect your financial institutions directly to the Bank...
08:32

Direct Bank Connections: Connecting Bank Accounts

This article is part of the Direct Bank Connections training.  Click here for more information on Direct Bank Connections Bank Accounts with Multi-factor Authentication (MFA) When using R365 Direct Bank Connections with Bank Accounts utilizing...
09:19

Direct Bank Connections: Bank Accounts with Multi-factor Authentication

This article is part of the Direct Bank Connections training.  Click here for more information on Direct Bank Connections R365 Direct Bank Connections can be used in conjunction with Bank Accounts that have Multi-factor Authentication (MFA).  MFA ...
14:25

Banking Reports Overview

The Banking Reports tab provides reports on all necessary banking information, from running reports on check runs to deposits and much more.  Navigation To access My Reports, click on the 'My Reports' Tab in any module. When the mai...
14:55

ACH Export

  The ACH Export allows a User to run a report that scans Check Runs for ACHs that were not exported at the time of the Check Run. This export is basically a repository of all ACH exports that a User can view to help catch any missing ACHs.  The AC...
11:44

Adjusted Cash Balance

The Adjusted Cash Balance report displays a quick overview of a restaurant's cash position as of a given date so that Users can make business decisions accordingly. Navigation To navigate to the Adjusted Cash Balance Report, click '...
14:42

Bank to GL Reconciliation

Running the Bank to GL Reconciliation Report will tell the User if he/she setup his/her GL Accounts properly. This is usually ran at setup to make sure that all GL Accounts are balanced. Navigation To navigate to the Bank to GL Reconciliation...
15:10

Check

The Check Report will display all the checks from a selected check run. This report can be helpful to review or reprint past checks sent out from your restaurant. Once downloaded, the User is able to see the information attached to the check payment, ...
11:45

Check Register

The Check Register Report allows the User to see both deposits and expenses made during a specified date range. Details on the checks made during a specific time period can allow a User to see which locations are associated with checks. Navigatio...
15:16

CPX Bank Export

The CPX Bank Export displays the Bank Account information used for R365 Payments. This is beneficial for User records as well as adding new bank information for R365 Payments. Navigation To navigate to the CPX Bank Export, click 'My...
11:46

Deposit Ticket

The Deposit Ticket Download allows the User to review and download recent or past Deposit Tickets. This feature can be useful in seeing the trends of past bank deposits. Navigation To navigate to the Deposit Ticket, click 'My Report...
11:46

Payment Disbursements Export

The Payment Disbursements Export uses previous check run information to display the payments made and the details attached to those payments. This export is beneficial in reviewing information tied to check runs and saving this information for persona...
11:46

Payments Created

The Payments Created Report allows the User to view all of the Payments, both checks and ACHs, made in a specified check run. This information provides a good reference point to review the Payments made and the invoice details associated with those Pa...
15:25

Budgeting Overview & Security

Advanced Budgeting in Restaurant365 allows Users to build and customize Budgets to meet the needs of their organization. Budgets can be created for both Balance Sheet and Profit & Loss Statement Accounts.  Budgets can be created from Prior Year Ac...
12:19

Budgeting: Budget Parameters Screen

This article describes the Budget Parameters screen in the Advanced Budgeting feature in Restaurant365.  Click here for more information on Budgeting. Budgets can be created and saved with the following parameters: Current and future years Single Lo...
13:01

Budgeting: Budget Screen

This article describes the Budget Screen in the Advanced Budgeting feature in Restaurant365.  Click here for more information on Budgeting. The Budget screen is where the budget can be viewed and updated.  The parameters that were set on the Budget Par...
13:03

Budgeting: Creating a New Budget

Creating a Budget or copying a prior year's Budget is simple using the Advanced Budgeting feature in R365. To learn more about Budgeting, view the Budgeting Overview training article. Important Note: The Budget will only display on the Profit and ...
12:59

Budgeting: Account Details Screen

This article describes the Budget Accounts Detail Screen in the Advanced Budgeting feature in Restaurant365. Click here for more information on Budgeting Details about the Budget, including the selected GL Account amounts and/or percentages, can be vie...
13:09

Budgeting: Completing and Updating Budgets

This article will describe the steps necessary to complete a New Budget or update an Existing Budget using the Advanced Budgeting feature in Restaurant365.  Click here for more information on Budgeting Completing / Updating Budgets After a Budget ...
13:22

Budgeting: Troubleshooting Import Issues

If you are experiencing issues while importing a Budget into R365, it often is due to incorrect file formatting, issues with the Fiscal and/or Operational Year Setup, or errors while adjusting a Budget. Navigate to each section as it pertains to an issue y...
13:34

Daily Sales Summary for the Restaurant Manager

If within the Smart Ops Release window, click here to learn about Daily Sale Summaries. In this training, the steps to review the Daily Sales Summary (DSS) will be covered: 1. Close out the POS System 2. Upload Daily POS Data to Restaurant365 &...
11:17

Mass DSS Review

The Mass DSS Review makes it easy to review and approve several Daily Sales Summaries at once.  Hover over the 'Account' menu and select 'Mass DSS' to open the Mass DSS Review screen in a new tab. Once the screen loads...
15:03

DSS Re-Import

Restaurant365 Customers can have their Daily Sales Summaries re-imported easily, regardless of whether their POS Systems are Cloud or non-Cloud-Based. It is important to note that an existing DSS must be deleted before re-import. To delete a DSS, selec...
20:55

Manually Delete a DSS

To manually delete a DSS file, a User must have the Primary Security Role of Accounting Manager or the Secondary Security Role of Master Record Delete.  Click here for more information on Security Roles A User with the requisite security would navigate...
10:15

Troubleshooting Missing and Out of Balance Daily Sales Summary

Daily Sales Summaries are imported automatically via the R365 Connect Tool. A Daily Sales Summary (DSS) file will be imported each day for the prior day's Sales and Labor. If a DSS is missing, the R365 Connect Tool will continually scan the POS every ...
09:46

DSS Journal Entries

For POS Integrated Locations, a Daily Sales Summary (DSS) file will be imported each day for the prior day's Sales and Labor. In addition to the DSS file being imported each day, three DSS Journal Entries are created from the data on the DSS: S...
07:51

DSS: Paid Outs

The Paid Out tab on the DSS is where designated 'Paid Outs' from your POS are displayed.  Paid Outs are automatically imported with your Daily Sales from the POS.  If a description was entered in at the time the Paid Out was recorded, the de...
08:58

Paid Out Types

All Paid Out Types will be automatically imported from your POS into 'Paid Out Type' records. This feature allows you to pre-assign a Cost Account for a specific Paid Out Type. Then, in the future, as that Paid Out Type is used in your Resta...
11:37

Currency Conversion for DSS Data

Some franchise owners have franchisees that use non-USD currency and need their Sales and Labor data reported on the DSS in USD. To aid in this conversion, an owner has the option to convert this current and historical data into USD Currency on each D...
11:43

Balancing Journal Entries

Daily Sales Summaries may be out of balance at times due to many reasons, including an incorrect or duplicated transaction entry or payments not processed at the time the DSS was polled. While not all POS Systems require that the Daily Sales balance w...
10:01

Journal Entries Overview

Journal Entries can be manually entered, system generated, or imported in to Restaurant365. Security Users with the following Primary Security Roles can create and save Journal Entries: Full Access Accounting Manager Accounting Clerk ...
15:52

New Journal Entry

This article will walk you through the steps to create a new Journal Entry. Please note, if you are entering a large Journal Entry, you may want to use the Journal Entry Import function. This functionality will you allow to import a pre-defined templa...
14:42

Reversal Journal Entry

Reversing Journal Entries allow a User to create a second duplicate transaction where the Debits and Credits are reversed to help with month-end accrual transactions.  It is important to note that Journal Entries will not be automatically Approved when...
08:25

Importing Journal Entries

Journal Entries can be entered into Restaurant365 various ways. This article will discuss how Journal Entries can be imported through the use of .CSV templates. It is important to note that negative values cannot be entered in the Journal Entry Template. J...
14:35

Journal Entry Import Templates

Journal Entries can be imported in to Restaurant365 using CSV templates. Click here for the Journal Entries Overview page. Two types of Journal Entries can be imported in to Restaurant365:  Journal Entry  Payroll Journal Entry Each type can be impor...
15:28

Payroll Liability

To define the general ledger account you use to record your payroll liability, see our documentation of the Accrued Payroll Account field in "Location Record".
15:19

Creating a Memorized Journal Entry

Recurring Transactions are set up using memorized transactions. The Memorized Transaction functionality allows the user to save a template that can be used over and over again (automatically or manually) without having to re-key all the details. For your m...
07:46

Payroll Journal Entry

The Payroll Journal Entry window is used to record the Journal Entry from your outside Payroll Provider and, at the same time, ‘true-up’ the labor accrual entries that were created from the POS import each day of the pay period. There are two unique fields...
10:39

Transaction Spreading

Transaction Spreading in Restaurant365 allows Users to spread transactions across multiple periods. Transaction Spreading can be utilized for AP Invoices, AP Credit Memos, and Journal Entries in Restaurant365. To create a Transaction Spread, the transactio...
08:25

Journal Entry Type

Journal Entries that are manually-entered or imported into R365 will have a Journal Entry Type associated with them. Selecting a Journal Entry Type will then help Users easily identify Journal Entries from the Journal Entries, All Transactions, and Transac...
11:09

Vendor Record

The Vendor Record is where the Vendor specific information resides in the system. Enter in all necessary details as they pertain to each Vendor. Vendors can also be organized into Vendor Groups for filtering purposes on the Check Run screen. Impo...
07:04

Customer Record

The Customer Record is where the Customer specific information for each Customer resides in the system.  Once you have opened a Customer Record, the General Tab of the record will be displayed.  In addition to the information found on the General tab,...
07:03

Labor Exports

The details associated with employee labor, such as scheduling, productivity, and labor punches, are recorded in R365 and can be exported to the User's payroll system. All payroll Labor Exports can be found on the 'Labor' tab of the &#x...
14:18

Vendor Merge

Sometimes duplicate vendors get created with the same or similar names with slightly different spellings. Since duplicates cannot be deleted, duplicates can be removed by merging transactions together.  This can be done easily by following the steps below:...
13:45

Payment Terms

Payment Terms are used throughout Restaurant365 to specify the Terms in which a payment should be received.  There are five Payment Term Pre-sets that exist when the system is created.  Apart from those five payment terms, Users will need to create an...
08:10

ACH Payment Set-Up

Restaurant365 has the capability of paying Vendors by ACH (Automated Clearing House) payment. Vendor-specific settings need to be entered on the Vendor Record prior to creating ACH payments.  The ACH Report Type must be set on the Bank Record prior to crea...
13:32

ACH Reports

ACH Exports can be produced on the Check Run.  Click here for more information on how to Set-up ACH Payment Settings on the Vendor Record. In order to produce the ACH Export file, the ACH Report must first be assigned on the Bank Record. View information o...
08:46

Documents to Process Overview

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. This is different from the EDI proc...
14:22

Documents to Process: Supported File Types

Documents to Process allows Restaurant365 Users to import various files for immediate processing, or processing at a later time. Acceptable file types include the following: File Sizes All files, no matter what type they are, should be small...
13:38

Documents to Process: Upload Methods

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice or AP Credit Memo to the system, and then enter the details of the transaction at a later time.  The recommended file format for use in D...
06:16

Documents to Process: Manual Upload

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice or Credit Memo to the system and then enter the details of the transaction at a later time. The recommended file format for use in Docume...
08:08

Documents to Process: Uploading Files via AP Automation

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. The recommended file format for use...
11:22

Documents to Process: Uploading Files via FTP

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. The recommended file format for use in D...
08:08

Documents to Process: Uploading Files via the R365 Black App

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. Various Vendors will provide Invoic...
14:02

Documents to Process: How to Process Uploaded Files

Once documents have been uploaded via any of the Documents to Process Upload Methods, they will be accessible in the Documents to Process list. This list comprises all available Documents to Process that have been imported in to Restaurant365. Currently, D...
11:03

Documents to Process: Log and Errors

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. The Documents to Process Log, l...
08:08

Documents to Process: Mark as Archived

This is a part of the Documents to Process feature. Click here to learn more about Documents to Process. The 'Mark as Archived' button will mark the AP Invoice/Credit Memo as a duplicate and archive it. This is beneficial for entry Us...
11:59

Fixed Assets Overview & Security

The Fixed Assets Module allows you to create and track each of your Fixed Assets in R365.  Automatic Depreciation can then be performed based on the Asset Classes and Categories that you set and maintain. This Overview will provide you with i...
12:08

Fixed Assets: Asset Classes

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module   Asset Classes serve as templates that are used in the creation of Assets.  Additionally, Assets can be sorted or organized by Ass...
14:19

Fixed Assets: Asset Categories

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module   Asset Categories allow you to create an additional reporting level for your Assets.  Categories are User-defined and allow you t...
14:10

Fixed Assets: Depreciation Method Definitions

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module.  Specifically, Depreciation Methods are set on the Asset Class, as well as on the Asset record.     Through the Asset Class or Asset re...
13:14

Fixed Assets: Convention Definitions

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module.  Specifically, Conventions are set on the Asset Class, as well as on the Asset record.   The Averaging Convention is selected on...
06:54

Fixed Assets: CIP & Active Credit Offset Accounts

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module and click here for more information on Asset Actions, where CIP & Active Offset Accounts are selected     CIP & Active Offset A...
10:07

Fixed Assets: Asset Record

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module     Creating Assets The Asset Record is the key record in the Fixed Assets module.  Assets can be created using several differen...
14:19

Fixed Assets: Asset Record - Asset Status

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module and here for more information on the Asset Record (where the Status is set)   Asset Status Indicator - The Asset Status Indicator provides...
10:28

Fixed Assets: Asset Record - Asset Actions

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module and here for more information on the Asset Record (where the Actions can be performed)   Asset Actions Menu - This menu appears after an...
15:36

Fixed Assets: Related Expenses

This article is part of the Fixed Assets Module training. Click here for more information on the Fixed Assets Module.   The Fixed Asset Module allows Users to relate Expenses, such as AP Invoices and Journal Entries, to Assets. This can be performed on t...
14:21

AP Imports Overview

AP Transactions can be imported from CSV files in to Restaurant365.  Unlike Documents to Process, which requires a User to process the data at a later time, Imported AP Transactions contain all of the transaction details and are ready for review and approv...
15:02

AP Imports: Import Templates

AP Transactions can be imported in to Restaurant365 using CSV templates.  Numerous Vendors are integrated with Restaurant365 and each provides a unique file format that can be imported. Click here to see a list of Integrated Vendors. Restaurant365 prov...
14:47

AP Imports: Manual Importing

AP Transactions can be manually imported into Restaurant365. Manually importing AP Transactions requires the use of specific import templates. Transactions can be imported by Item or by Account. Click here for information on EDI Vendor Integrations and Res...
06:58

AP Transactions: Missing Items

  Missing Items are automatically created in Restaurant365 when an AP Transaction is imported or entered and includes a Vendor Item Number that does not exist. The following are scenarios in which a Missing Item would be created:  Customer purchases n...
07:20

AP Automation Overview

AP Automation is a feature within Restaurant365 where Vendors can send emails with documents directly to your R365 instance via your R365-generated Documents to process Email. This email address is unique to your organization and is automatically set ...
08:09

AP Automation: Common Webmail Provider POP Settings

Restaurant365 can monitor a specified Email address via POP3.  Click here for more information on AP Automation Webmail ProviderPOP ServerPOP PortSSL/TLSLink(s) Gmail.com pop.gmail.com 995 Yes https://support.google.com/mail/answer/7104828?authuser=...
10:52

AP Automation: Gmail Settings

Please refer to the AP Automation Overview for steps on how to set up AP Automation. AP Automation is a feature within Restaurant365 where Vendors are able to directly send invoices straight to your R365 instance via a unique email address generated fr...
08:09

Vendor Contract Price Verification

Sometimes a Vendor may Invoice a product at a different price than they have contracted with you. In these cases, the system can warn you that a contract violation has occurred. Setting up a contract price for a Vendor item is simple, and once set, the sys...
15:56

R365 Payments Overview & Security

Overview The R365 Payments Service is designed to save you time and money by streamlining the Payment Process from within R365. Once you create the Payment in R365, the R365 Payments Service does the rest! This added service delivers yo...
14:59

R365 Payments: Initial Setup

This article is part of the R365 Payments training. Click here for more information on R365 Payments. R365 Payments is an added service (fee) to your R365 Subscription and requires you to work with your Account Representative to determine which of your...
14:59

R365 Payments: Paying your Vendors

This article is part of the R365 Payments Service training.  Click here for more information on R365 Payments Service  Payment Run The R365 Payments Service allows you to pay your Vendors through the Payment Run (formerly known as the Check Ru...
12:27

R365 Payments: Adding a New Legal Entity

This article is part of the R365 Payments training. Click here for more information on R365 Payments.  This article is an excerpt from the R365 Payments Initial Setup article.  Please refer to the Initial Setup article for a full understanding of...
10:59

R365 Payments: Add or Remove a Bank Account

This article is part of the R365 Payments training. Click here for more information on R365 Payments.  This article will outline the steps necessary to add an additional Bank Account to or remove a Bank Account from the R365 Payments Service after y...
14:59

R365 Payments: Add or Remove a Vendor

This article is part of the R365 Payments training.  Click here for more information on R365 Payments. This article will outline the steps necessary to add or remove a Vendor to/from the R365 Payments Service after you have already completed the I...
14:59

Printing Checks

Restaurant365 allows users to print their own checks without relying upon pre-printed check stock.  This gives users greater flexibility and added security as they will not have to keep pre-printed check stock on premises, or under lock and key.  Blan...
14:09

Manual Payment

A Manual Payment is used for creating a single AP Payment for a single Vendor.  Manual Payments can be created before the corresponding AP Invoice has been entered into Restaurant365. It is important to note that deleting an AP Payment after it is Appr...
12:57

Check Numbering in R365

This article will detail how checks are automatically numbered in R365.  Unlike the Autonumbering feature, where prefixes can be updated and changed, Check Numbers do not include a prefix.  Numbers are set on the Bank Account record that would be the sourc...
10:05

Paying Your Credit Card Bill

If you have a Credit Card Bank GL Account setup to pay expenses you will need to record the payments to the appropriate accounts within Restaurant365 to allow for ease of matching during your ‘Bank Activity/Bank Reconciliation’ process. There are two optio...
14:34

Recording American Express AMEX Charges

Step 1: Record your AMEX Charges Option 1: To record an individual invoice received for a specific vendor that you put on your AMEX card   Create an AP Invoice for the vendor for the amount of the invoice. Use the ‘Pay Bill’ Function to create an AP...
14:59

Check Run Overview

The Check Run screen provides a User with a list of Approved AP Invoices, which can be filtered by Vendor, Location Reporting Category, and Invoice Priority.  The User can then apply AP Credit Memos & Discounts, create AP Payments, print Checks, and ...
09:04

Check Run: Field Descriptions

The Check Run screen provides a User with a list of Approved AP Invoices.  The User can then apply AP Credit Memos & Discounts, create AP Payments, print Checks, and produce ACH and Positive Pay exports for selected invoices.  Click here for more infor...
09:04

Check Run: Perform a Check Run

The Check Run screen provides a User with a list of Approved AP Invoices.  The User can then apply AP Credit Memos and Discounts, create AP Payments, print Checks, and produce ACH and Positive Pay exports for selected invoices. Click here for more informat...
09:04

Check Run: Discounts from Early Payment

The Check Run screen provides a User with a list of Approved AP Invoices.  The User can then apply AP Credit Memos & Discounts, create AP Payments, print Checks, and produce ACH and Positive Pay exports for selected invoices.  Click here for more infor...
10:43

Check Run: Applying Credits

The Check Run screen provides a User with a list of Approved AP Invoices.  The User can then apply AP Credit Memos & Discounts, create AP Payments, print Checks, and produce ACH and Positive Pay exports for selected invoices.  Click here for more infor...
10:43

Workflows Overview & Security

The Workflows feature in R365 allows your organization to establish a chain of approvals for specific transaction types (AP Invoices or Journal Entries) and amounts.  Workflows can be established for each Location or Location Reporting Category, as we...
14:15

Workflows Example Flowchart

This article is part of Workflows training. Click here for more information on Workflows. Example Workflow Rule-Set Example AP Invoice - Created by 'R365 User' Process Flowchart (click to expand) Note: An addition...
11:00

Workflows Setup

This article is part of Workflows training.  Click here for more information on Workflows. Workflow Setup is the Workflow Administration page that is restricted to Users with 'Full Access' or the 'User Setup' Security Role. On ...
10:59

My Workflows

This article is part of Workflows training.  Click here for more information on Workflows. My Workflows is the central hub for all of your pending, and future, Workflow Approvals.  The contents of this page will be unique to each User that is part...
10:48

Approving Workflows

This article is part of Workflows training. Click here for more information on Workflows. AP Invoices and Journal Entries that meet certain criteria must be Approved in an Approval Hierarchy when Workflows have been enabled.  This article will exp...
10:56

Financial Report Writer Overview and Security

The R365 Financial Report Writer is an added R365 service designed to give you the ability to customize the content, layout, and look and feel of your financial reports.  This article will provide an overview of the R365 Financial Report Writ...
14:50

R365 Financial Report Writer: Initial Setup

This article is part of the R365 Financial Report Writer training.  Click here for more information on R365 Financial Report Writer . The initial setup of the R365 Financial Report Writer requires the following: Your R365 Sales or CSM representati...
09:18

R365 Financial Report Writer: Organizational Structure

This article is part of the R365 Financial Report Writer training.  Click here for more information on R365 Financial Report Writer and here for more information on System Preferences The R365 Financial Report Writer allows you additional reportin...
15:38

R365 Financial Report Writer: Building Reports

This article is part of the R365 Financial Report Writer training.  Click here for more information on R365 Financial Report Writer.  The Ability to Build Reports Only Users with the 'Financial Report Builder' security role will hav...
07:39

R365 Financial Report Writer: Templates

This article is part of the R365 Financial Report Writer training on Building Reports.  Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer  The 'Custom Financial Reports...
07:21

R365 Financial Report Writer: Report Rows

This article is part of the R365 Financial Report Writer training on Building Reports.  Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer. Default Row Layouts The ...
16:27

R365 Financial Report Writer: Report Columns

This article is part of the R365 Financial Report Writer training on Building Reports.  Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer Default Column Layouts The Default...
11:35

R365 Financial Report Writer: Reports

This article is part of the R365 Financial Report Writer training on Building Reports. Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer. The 'Custom Financial Reports'...
14:50

R365 Financial Report Writer: Combination Reports

This article is part of the R365 Financial Report Writer training on Building Reports. Click here for more information on Building Reports and click here for more information on the R365 Financial Report Writer. Combined Reports, saved under the &...
15:27

R365 Financial Report Writer: Running Reports

This article is part of the R365 Financial Report Writer training.  Click here for more information on R365 Financial Report Writer. The R365 Financial Report Writer allows Users with both the Financial Report Builder and the Financial Report Viewer ro...
07:22

Dashboard & Ad Hoc Reporting Overview

Restaurant365 comes with a powerful Ad Hoc Report Viewer that allows Users to slice and dice data. These Ad Hoc reports and charts can also be shown in dashboards so Users can make decisions that increase productivity and reduce costs. Security roles deter...
10:26

Ad Hoc Elements

Ad Hoc Reporting is an excellent tool that builds the exact report your restaurant needs based on analyzing the data points crucial to enhancing your restaurant's operations. A key part in creating these reports is understanding the different elements...
10:14

Ad Hoc Reports: Table Elements

Tables are often used for displaying data across multiple Locations while also masking those Location names and/or other pieces of data for lower level Users. Custom labeling for fields and measures are also available for use through a Table. Two ...
11:26

Ad Hoc Reports: Chart Elements

A Chart does not have to stay in its original format nor does it have to display the information in one way. Your Chart can be adjusted using the following five key functions:  Chart Type Selector  Data Level Filter  Hovering over a Point  Show/H...
10:20

Ad Hoc Reports: Crosstab Elements

The Crosstab has numerous functions for rows, columns, fields, and measures. This article explains all of these different functions to ensure that Crosstab displays your data in the desired way. Rows 1) Delete Row Summary - This will rem...
10:58

Creating/Modifying Ad Hoc Reports

Ad Hoc reports allow Users to slice and analyze data, which can then be added to dashboards. An Ad Hoc report can be a chart, table, or pivot table. Restaurant365 comes with a number of pre-defined Ad Hoc reports. With the proper security level, Users can ...
10:47

Dashboard Elements

As a User with View Only access, your dashboards display the reports you need to analyze your restaurant Location's operations. While these reports were created for you, you are still able to adjust the formatting of your data within the paramete...
11:35

Creating/Modifying Dashboards

A dashboard is a read-only view of Ad Hoc reports where Users can see multiple charts and tables on one page.  Anything added to a dashboard is called a Dashlet. Restaurant365 comes with a number of dashboards, and with the proper security level, Users can...
09:59

Business Analytics - Show Prior Year

To show the comparison of any report over the prior year(s), you need to include "Fiscal Year" in the columns.  By the way, the prior year must contain data, to show the prior year. Fiscal Day, Week, and Period will be the same each y...
12:54

Customers Reports Overview

The Customers Reports help to keep Customers accountable by displaying a listing of all Customers and their invoices who have current or past due invoices and creating Customer Statements that can then be sent to the Customer who owes an outstanding b...
15:35

AR Aging

The AR Aging Report provides a listing of all the open AR transactions that still haven't paid their invoices. This report helps to keep companies in check and allows restaurants to notify other companies of their outstanding invoices. Navig...
15:38

Customer Statement

The Customer Statement Report is an issued document made out to a customer. This statement tells the Customer how much they still owe from an outstanding invoice / transaction. If multiple Customers are selected, the report will have different pag...
15:42

Financial Reports Overview

Financial Reports allow Users to view Account transactions and balances for their restaurants. While Users with an Accounting Security Role mainly utilize these reports, they offer many great benefits to Operators as well. Navigation To acces...
08:13

Account Balance by Location

The Account Balance by Location Report displays the totals for a specific GL Account for all Locations. The User is able to view the debits and credits of one or more account(s) across multiple Locations for a better look into account details. Na...
08:17

Account Balance by Location Export

The Balance by Location Export runs account balances by any Location Category selected. Unlike the Account Balance by Location Report, this report includes more details about the balances, including the accounts connected to each Legal Entity. Thi...
08:22

Account Trx Summary by Location Export

The Account Trx Summary by Location Export displays the transactions made by each account at a chosen Location. This detailed report will enable a User to view and export an organized history of transactions with a certain account, showing its true ba...
08:28

AP Accrual

The Accounts Payable Accrual report is used to gather the information entered regarding the Dates of Service for an expense and summarize it at month end so a journal entry can be recorded. Click here for more information on Dates of Service enter...
08:31

Asset Tag Printout

The Asset Tag Printout will run a document containing identifying information of all selected assets. This can be exported and printed out to place on those assets at the User's company. Navigation To navigate to the Asset Tag Printout, cli...
08:34

Asset Value Report

The Asset Value Report displays the values of all assets in the company as of a certain date. This report is helpful in viewing active, retired, depreciated, CIP, or draft assets along with asset classes and categories to understand how a company'...
08:35

Balance Sheet

The Balance Sheet shows the financial position of a company, representing the balances of each account based on the Fiscal Calendar structure. Selecting a report type can enable a User to compare the details about their company's GL Accounts as o...
08:37

Balance Sheet - Layout Format

The Balance Sheet - Layout Format allows the User to edit the layout of the Balance Sheet directly from this report by drilling into the GL Accounts and updating their GL Types and/or Parent Accounts. A User can then review this format to ensure it is...
07:57

Cash Flow

The Cash Flow Report shows the sources and uses of cash from operating, investing, and financing activities using the indirect method. This report is best to use during setup to make sure that all GL Accounts are set up correctly and that the cash bal...
08:39

Sales Reports Overview

Sales Reports are ran to provide a various amount of information about a Location's Sales and the aspects of Sales that are associated with it, including Server Sales, Recipes, Ticket Count and Average, and much more. With detailed charts and com...
09:19

Avg Gross Sales by Hour

The Average Gross Sales by Hour Report compares Service Types by hour over a selected period of time. This report is beneficial in displaying a numerical and graphical view of Sales to see which days and times were the busiest, which would then provid...
09:29

Avg Gross Sales Ticket Count

The Average Gross Sales & Ticket Count Report displays the transactions and ticket count by day and day part. This report is beneficial in scheduling by showing which days and day parts need the most workers. Navigation To navigate to the...
09:30

Menu Item Analysis

The Menu Item Analysis Report is most beneficial in analyzing a Marketing Strategy for a Location's menu items to help turn a higher profit. It shows the margin and quantities of menu items ranked against each other and returns a category that ha...
09:32

Menu Price Analysis

The Menu Price Analysis Report shows the cost and selling price for each Menu Item, determines a profit from those metrics, and then calculates a variance and price needed to hit the target percentage based on the User supplied target percentage. This...
09:35

Product Mix

The Product Mix Report shows each menu item's percent of Sales for a selected period of time. This report can help show which menu items are driving Sales.  Navigation To navigate to the Product Mix Report, click 'My Reports'...
09:36

Product Mix - Year Over Year

The Product Mix - Year Over Year report lists Menu Items' current Sales Dollars against their prior year's Sales Dollars for the same days to show the year-over-year difference. The report can be ran for specific Menu Items or Menu Categorie...
08:01

Sales and Labor Productivity Report

The Sales and Labor Productivity Report compares the Sales for specified Locations by service type, labor, productivity, and more. This report is beneficial in analyzing key statistics for each restaurant Location while comparing all Locations in o...
09:38

Sales and Prime Cost

The Sales and Prime Cost Report breaks down Sales by Sales Categories and provides specific details into guest counts and variances in budgets. This report allows the User to see how his/her restaurant Location's Prime Cost factors in to overall ...
09:39

Sales Payment Analysis

The Sales Payment Analysis Report displays all the Payment Types associated with each Payment Group. This report displays a clear distinction between Payment Types so a User can see how payments are most often made. Navigation To navigate to th...
09:53

Vendors Reports Overview

Vendors Reports are ran to provide information on the invoices made from and for Vendors. These reports can then be exported from the system for tax purposes or to process payments through an outside company.  Navigation To access My Reports,...
10:02

1096 Prep 2020

The 1096 Prep 2020 report displays the totals of returns from 1099 Vendors throughout the year. Either all Legal Entities or only Legal Entities with 1096 balances can be selected for this report to provide your Organization the option of choosing the...
10:07

1096 Printable Form - 2020

  The 1096 Printable Form - 2020 provides all 1096 information, which can be printed on a 1096 pre-printed form and filed with the IRS. Navigation To navigate to the 1096 Printable Form - 2020 export, click 'My Reports' under 'Repo...
07:14

1099 Export 2020 Tax Year

Export all 1099 MISC, NEC, and INT data from R365 using the 1099 Export 2020 Tax Year report. Selected forms can be ran individually for each Legal Entity or under a Common Payer and then imported into tax1099.com so that your Organization's taxes can...
07:14

1099 Review

The 1099 Review Report shows all 1099 Customers and their invoices for a set period of time. This report allows the User to see all of the different types of payments associated with Vendors and make any final adjustments if needed before producing bo...
10:11

1099-INT 2020 Printable Form

The 1099-INT Printable Form is produced to report any Interest Income received from a Vendor. The information on this form is organized so that it can be printed directly onto a 1099-INT Form and then sent to both your Vendors and the IRS for tax purp...
07:33

1099-MISC 2020 Printable Form

The 1099-MISC Printable Form is produced to report any payments made to a Person or Organization that were at least $600, or at least $10 in Royalties or Broker Payments. The information on this form is organized so that it can be printed directly ont...
07:34

1099-MISC Form 2019

The 1099 Form is produced to report any income received from a Vendor. The information on this form is organized so that it can be printed directly onto a 1099 Form and then sent to both your Vendors and the IRS for tax purposes.  Navigation ...
07:15

1099-NEC 2020 Printable Form

The 1099-NEC Printable Form is produced to report any Nonemployee Compensation to a Vendor. The information on this form is organized so that it can be printed directly onto a 1099-NEC Form and then sent to both your Vendors and the IRS for tax purpos...
07:34

AP Aging

The AP Aging Report shows all open AP Transactions, including Credit Memos that haven't been applied to an invoice yet, listed with day ranges to show what invoices are current and past due. Even further, transactions are hyperlinked to allow the...
10:14

GL Account Detail Report

This report shows each transaction that has hit an account (or multiple accounts) within a selected date range.  This report can be run from My Reports and is also the report that the P&L, Trial Balance, and Balance Sheet drill down to when you click o...
09:49

Cash Flow Statement

Shows the sources and uses of cash from operating, investing, and financing activities using the indirect method.  Before using the statement you will need to assign 'Cash Flow Categories' to your Balance Sheet accounts. There are seven availabl...
13:53

Reports - Bad Request Message

Receiving a Bad Request message like the one pictured below when running reports means your computer has too many cookies stored and they need to be cleared. In order to free up cookie space you should clear your browser cookies.  You can do that ...
09:38

Why Is This Showing up on My Aging Report?

Here are a few common reasons of why something might be showing up on your AP or AR Aging report when you don't expect to see it there: 1. Check the Apply tab to make sure that transaction(s) are fully applied to it and that the amount remaining (...
09:40

ComData Export Report

The ComData Export Report is located in My Reports and allows you to export a CSV file that contains a list of any unpaid AP Invoices for your specific ComData Vendors.  The CSV file can then be provided to ComData for payment processing. Vendor ...
12:57

Restaurant Financial Reports List

Single Day Performance Overview Flash Report Daily Sales Report Multi-Day Performance Overview Profit and Loss (recommended formats are 'Period and YTD vs Budget and Prior Year' and 'Trailing Period Over Period') Balanc...
11:26

My Reports: System View

In My Reports, you can create and save your own views. The default (unfiltered) view is System View. To learn more, see the Saved Views section of "My Reports: Using 'My Reports'".
09:49

1099 Setup and Management

R365 offers the ability to track 1099-MISC, 1099-NEC, and 1099-INT transactions by Vendor and organize 1099 processing by Legal Entity or Common Payer. The advanced setup and functionality of 1099 information in R365 allows more accurate tracking of Vendor...
11:06

Retained Earnings and Year-End Close Procedures

Year-End Checklist To help provide a smooth, holiday season transition, view this Year-End Checklist to ensure that all tasks are completed before beginning the New Year. Click here for a downloadable copy of this checklist. Fiscal Years Make sur...
07:14

Updating 1099 Vendor Type

1099 Vendors must have one of the following 1099 Types selected on their Vendor record: Individual or Company. When selected, additional information, such as Name and Tax ID, is needed to better classify the Vendor. When the '1099' tab was ad...
14:11

Beginning Balances: Stock Count

The first Stock Count that is performed in Restaurant365 is considered a Beginning Balance Stock Count and must be initiated in a manner slightly different than all future Stock Counts.  When a Beginning Balance is entered, your company's Balance ...
09:07

Mapping Vendor Items

Vendor Item Records are essential if you plan on automating the AP Process through EDI, where Vendors can send AP Invoices directly to R365. If you are planning not to utilize this service, Vendor Item records are not required.   A Vendor Item recor...
13:08

Item Costing

Item Costing is a powerful feature in the Operations Module of Restaurant365.  This document gives a high level of each type of record you must create / update in order to use the many functions within Item Costing. If you find that your Item Costing i...
09:10

Inventory Master Template

Disclaimer: This template is mainly used internally by R365 Ops Coaches to import a large amount of items into an instance. You may use this if you have completed implementation and are familiar with importing information into R365. The R365 Inventory ...
16:06

Adding a New Purchased Item

Items are part of the Inventory section of the Operations module of Restaurant365. There are two ways to add a new Purchased Item in R365: create a new Purchased Item or import new Purchased Item information using the Import Tool. Create a New Purchas...
14:52

Purchased Item Record

  Purchased Items, along with Recipe Items and Sales Items, make up your Inventory in R365.  Extra care should be paid when creating these various Inventory Items as they will have a lasting financial impact through the Stock Count and Menu Item to Reci...
08:42

Vendor Item Record

Vendor Item Records are essential if you plan on automating the AP Process.  In order for R365 to automatically import your AP Invoices and update your Inventory Quantities, Vendor Items must be created to represent the relationship between the Pu...
12:19

Unit of Measure

Units of Measure are used throughout Restaurant365 for Inventory, Purchased/Vendor Items, Recipe Costing, Commissary Items, and Catering Item tracking.  Units of Measure (U of M) are completely customizable, and you can have as many or as few as you n...
10:14

Unit of Measure Equivalence

In Restaurant365, there are three Measure Types for Units of Measure (U of M): Weight (Ounces) Volume (Fluid Ounces) Each For each Purchased Item in the system, you will need to identify two units of measure: Purchased (Default Purchase U o...
11:06

Item Categories

Up to three separate Item Categories can be assigned to each Purchased Item record and are used in various reports to create subtotals or filters.  Additionally, Item Categories can be assigned to Recipes that have been marked as 'Availabl...
07:53

Item Locations

Restaurant365 has the ability to store Item Location records which have some of the same fields as the item records but can be further defined for specific locations. When costing information is being loaded for a Location-specific transaction (AP Inv...
08:22

Recipe Costing

Recipe Costing, like its prerequisite Item Costing, is a powerful feature in the Operations Module of Restaurant365.  This document gives a high level of each type of record you must create / update in order to use the many functions within Recipe Costing....
13:02

Stock Count Overview

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
09:22

Stock Counts: Create and Edit a Stock Count Template

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
14:52

Stock Counts: Using Multiple Count U of Ms

Items Available for Inventory (Purchased Items and Recipes) have the option of utilizing multiple Count U of Ms for the purpose of Stock Counts.  For example, the Purchased Item 'Romaine Hearts' could be counted three different ways: 'C...
16:08

Stock Counts: What Items Are Being Counted on My Stock Count?

What Items Are Being Counted on My Stock Counts?  Here are the steps to determine if your Items are appearing on your Stock Count Templates (or rather how to determine if you are counting all of your inventory) Step 1: Export your Items list  ...
13:38

Stock Count Record

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
09:28

First Stock Count

The first Stock Count that is performed in Restaurant365 is considered a Beginning Balance Stock Count and must be initiated in a manner slightly different than all future Stock Counts. When the first Stock Count is entered, your company's Balance She...
13:54

Stock Counts: Performing a Stock Count via Browser

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
09:37

Stock Counts: Performing a Stock Count via Mobile App

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
12:14

Stock Count Quantities Report

The Stock Count Quantities report is easily downloadable and enables a User to view the quantities of a given stock count. Upon completing a Stock Count, the User has the option of running a 'Stock Count Quantities Report' from the 'Ac...
10:12

Stock Counts: Non - GL Posting Stock Counts

Through the use of the 'GL Posting' toggle on the Stock Count record (or Stock Count Template record) Stock Counts can be created that do not have a financial affect on the General Ledger.  The purpose of this function is to allow User...
16:09

Classic Commissary Overview & Security

The Classic Commissary Module in Restaurant365 makes it easy for Restaurant Locations to create and submit Commissary Orders to a designated Commissary and for that Commissary Location to review and fulfill those Commissary Orders.  Additionally, ther...
07:37

Classic Commissary: Commissary Template

This article is part of the Classic Commissary Module documentation. Click here for more information on the Classic Commissary Module. The Commissary Template is setup by the Commissary or Accounting Manager and used to create Commissary Orders. This i...
07:37

Classic Commissary: Commissary Item Setup

This article is part of the Classic Commissary Module documentation. Click here for more information on the Classic Commissary Module. Only Purchased Items and Recipe Items marked as Commissary Items will be available in the Commissary Module. Click he...
07:37

Classic Commissary: Commissary Orders

This article is part of the Classic Commissary Module documentation.  Click here for more information on the Classic Commissary Module. A Commissary Order form can be created to include the possible items needed for each Location. A set number of ...
12:25

Classic Commissary: Commissary Fulfillment Transaction

This article is part of the Classic Commissary Module documentation.  Click here for more information on the Classic Commissary Module. When an order is fulfilled, meaning the commissary has shipped the product and marked the order as fulfilled in the ...
07:37

Classic Commissary: Mass Fulfillment

This article is part of the Classic Commissary Module documentation. Click here for more information on the Classic Commissary Module. Your Commissary can manage all orders at the same time from the Mass Fulfillment screen. This is the main window used...
07:37

Classic Commissary: Customer Portal

This article is part of the Classic Commissary Module documentation. Click here for more information on the Classic Commissary Module. Utilizing the Commissary Feature in Restaurant365 enables external Customers to create Commissary Orders from wi...
07:37

Shopping Lists Overview & Security

The Shopping Lists feature is included in the Purchase Order Module and allows Users to combine multiple Purchased Items from multiple Vendors into a single Order Guide for ease of ordering through the R365 Purchasing Assistant.  Similar to the Purcha...
12:27

Shopping List Form

This article is part of the Shopping List Feature in the Purchase Orders Module. Create a Shopping List To create a New Shopping List, hover of the Vendor menu, then the Purchasing sub-menu and select 'New Shopping List'.  The Shoppi...
14:52

Purchasing Assistant: Shopping Lists

This article is part of the Shopping List Feature in the Purchase Orders Module.  The R365 Purchasing Assistant is also used in creating Purchase Orders.  Click here for more information on Purchasing Assistant: Purchase Orders The Purchasing Assi...
08:31

Purchase Order Overview & Security

If in the Smart Ops Release window, click here to learn about the new version of Purchase Orders. The Purchase Order Module in R365 allows Store and Operations Managers to order Purchased Items from any Vendor in the database.  There is a Sugges...
14:40

Purchase Order Form

This article is part of the Purchase Order Module.  Click here for more information and training on Purchase Orders. During the initial setup of the Purchase Order Module, Purchasing Templates are created and set on Schedules. Purchase Order forms...
11:18

Memorized Purchase Orders

This article is part of the Purchase Order Module. Click here for more information and training on Purchase Orders. If within the Smart Ops Release window, click here to learn how to create a Purchase Order Template. Memorized Purchase Orders allo...
11:19

Invoicing Purchase Orders

This article is part of the Purchase Order Module. Click here for more information and training on Purchase Orders. If within the Smart Ops Release window, click here to learn how to invoice a Purchase Order. Invoicing a Purchase Order turns the P...
11:20

Purchasing Assistant: Purchase Orders

This article is part of the Purchase Order Module. Click here for more information and training on Purchase Orders  The Purchasing Assistant is also used in the completion of Shopping Lists.  Click here for more information on the Purchasing Assistant: Sho...
09:11

Entering A Waste Log

Waste Logs allow you to account for Inventory Item Waste.  The Waste Log form is very similar to the Item Transfer form. Prerequisites: 1. Set Waste Account on each Purchased Item As a first step you need to ensure that you have a ‘Waste Accoun...
15:24

Entering an Item Transfer

IMPORTANT NOTICE: The contents of this article are for the Legacy Item Transfers feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been usi...
12:16

Prep Log

Prep Logs are beneficial in tracking both the cost of individual ingredients and entire Recipe batches. Once a Prep Log is Approved, this will physically update the Usage Per $1000, the Theo On Hand, and the Cost of the Recipe Item.  Users who hav...
15:21

Prep Station

Prep Stations are where items are physically prepped in a Restaurant. Creating definitive stations can help organize Prep sheets, and as Prep reports are ran and Ingredient Lists are pulled, they will be organized by station to assess variances and easily ...
11:43

Memorized Prep Log

Memorized Prep Logs allow Users to create templates for inputting Prep Logs. While a User can create a single Prep Log, a Memorized Prep Log enables a User to log Prep without having to recreate a new log each time. Create a Memorized Prep Log ...
12:15

Commissary Reports Overview

Commissary Reports allow a User to preview past Commissary Orders to forecast the items needed for upcoming weeks.  Certain items can also be focused in on to determine how often those items are purchased and fulfilled in a specified time frame. T...
10:22

Commissary Forecast

The Commissary Forecast Report forecasts how much food will be ordered. This is based on previous fulfilled ordered quantities for a set number of weeks compared to its Actual Net Sales, which is calculated from its Daily Sales Summaries. This creates...
10:24

Commissary Order History

The Commissary Order History by Location Report is able to assess previous commissary orders from a designated time frame. This acts as a memory bank for all commissary items ordered for specified locations, which can be used to track the amount o...
10:27

Commissary Order History by Category

The Commissary Order History by Category report will display the quantity and cost of all orders and the variance that lies between those that were ordered and those that have been received for all related Commissary Categories. Commissary Categories ...
10:28

Commissary Order History by Item

The Commissary Order History by Item report lists the items that were ordered and the amount that was received within the selected time range for the selected Locations. This report can be drilled into from the Commissary Order History by Category rep...
10:31

Commissary Order History by Location

The Commissary Order History by Location report is ran for a single item and displays all of the Locations that ordered that item within the set Report Parameters.  Navigation To navigate to the Commissary Order History by Location report, cl...
10:32

Consolidated Production

The Consolidated Production Report provides a breakdown of the food needed to make the orders. This report will be helpful in ordering the food necessary to fulfill the commissary forecasting. If the Commissary Manager wants to print a consolidat...
10:34

Post Fulfillment On Hand Report

The Post Fulfillment On Hand Report provides a listing of all items that are in Inventory after all of the Commissary Orders are completed. Review this report to view and drill down into the items on hand before the order was sent and how much is avai...
10:35

Operational Analysis Reports Overview

The Operational Analysis Reports allow a User to track and compare sales from different locations in order to strengthen his/her current operations.   Navigation To access My Reports, click on the 'My Reports' Tab in any module. Whe...
10:52

Employees vs Guest Count Chart

The Employees vs Guest Count Chart compares the amount of staff to the amount of customers in a specific period of time. This report is beneficial in future scheduling purposes to predict how many staff members should be scheduled based on a prior wee...
10:54

Flash Report

The Flash Report shows summary information based on a single day’s performance in one or multiple locations. All information from the Daily Sales Summary flows through this report as well as historical information and Labor numbers. This is a great re...
10:55

Flash Report - Advanced

The Flash Report shows summary information based on a single day’s performance in one or multiple locations.  All information from the Daily Sales Summary flows through this report as well as historical information and Labor numbers. This is a great r...
10:57

Location Comparison

The Location Comparison Report compares certain operation values on the P&L Report from two or more restaurant Locations. This report allows the User to view various Labor and Sales comparisons for the current day, prior day, and the same day for ...
10:59

Location Sales and Reg Labor

The Location Sales and Reg Labor Report runs the Sales and Labor as of a specified day compared to the same day last year. This report provides a little different format and a more robust Sales report than the Flash Report. It presents comments from ...
11:00

Location Vital Signs

The Location Vital Signs Report runs the Sales, Cost of Goods Sold, and Labor against the Budgets set for each of them in a bar graph.  This report allows a User to visualize how far along the Sales, COGS, and Labor are in regards to their respect...
11:03

Operations Overview

The Operations Overview report is another version of the Flash Report and provides all of the Sales, Labor, and Comps / Discounts details for a specific date compared to the current week, period, and year. This report provides a different format w...
11:04

Operations Scorecard

The Operations Scorecard is another version of the Flash Report and shows the Gross Sales by week for specified Locations. This report compares the Gross Sales, Net Sales, Guest Count, Current to Prior Year, Labor, COGS, and Promotions/Redemptions...
11:05

Sales and Labor Breakout

The Sales and Labor Breakout Report breaks out the Net Sales and Labor into different categories from the POS integration. This report is another version of the Flash Report in the sense that it focuses on these areas and can compare them across diffe...
11:06

Purchased and Inventory Reports Overview

Purchased and Inventory Reports display the breakdown of item costs, cost percentages, and much more. These reports can help a User analyze cost variances to help minimize inconsistencies and maximize item usage.  Navigation To access My Repo...
11:14

Above-Store Actual vs Theoretical Analysis

The Above-Store Actual vs. Theoretical Analysis report will pull count data nearest to and between the selected dates to provide an overall view of an Inventory Item's and/or Category's Actual vs. Theoretical dollar value for one or all Loca...
11:17

Actual vs Theoretical Analysis

The Actual vs Theoretical Analysis shows Actual vs Theoretical numbers in terms of both Quantities and Dollars.  The User can drill down into the transactions that make up the numbers as well as roll up summary info by Category for a Controllable Cost...
11:20

Actual vs Theoretical Analysis Lite

The Actual vs Theoretical Analysis Lite Report shows Actual vs Theoretical numbers in terms of both Quantities and Dollars.  The User can drill down into the transactions that make up the numbers as well as roll up summary info by Category for a Contr...
11:21

AP Invoice Distribution

The AP Invoice Distribution Report displays all purchases, which are sorted by vendor and marked as paid or unpaid, for the selected date range. This report will display the payment details made for each invoice, including the posting date, account na...
11:22

COGS Allotment

The COGS Allotment Report breaks down a Location's COGS by Operational Reports Category for the dates in a specified calendar period. This report is beneficial to analyze the details of one period's COGS in comparison to that Location's...
11:23

COGS Analysis by Location

The COGS Analysis by Location Report runs the amounts of specified COGS types for designated Locations over a selected period of time. This report compliments the COGS Allotment Report because it provides further analysis into the COGS Types and the c...
11:26

COGS Analysis by Vendor

The COGS Analysis by Vendor Report runs the amounts of specified COGS types for designated Vendors over a selected period of time. This report compliments the COGS Allotment Report because it provides further analysis into the COGS Types and the cost ...
11:27

Contract Violations

The Contract Violations Report will show any items outside of the Contract Price for the selected date range. Contract Prices can be maintained via the Vendor Item by either direct edit or import template. Vendors are listed separately and any item is...
11:28

Inventory Variance by Location

The Inventory Variance by Location report shows variances over time based on a variety of Inventory Transactions and entered Waste. Run this report to see if Inventory Variances are increasing or decreasing for one or more Locations. To view variances...
11:29

Recipe and Theoretical Reports Overview

Recipe and Theoretical Reports run the system to see the ingredients needed for a historical database of the amount of food items prepped, which can help in forecasting how many items will be needed for future orders. Navigation To access My Repor...
08:10

Prep History

The Prep History Report displays the history of all the food that was prepped. This report can be helpful in food counts and inventory and is great for establishing trends of Prep Item Production. Navigation To navigate to the Prep History Re...
12:09

Key Operations Reports

The following graphic shows each of the Operational Reports that are covered in this article and how, when and why they should be used:             Jump to Section: Flash Report Weekly Review - Location Contract Violations Item Price Verifica...
10:01

Key Labor Reports

The following graphic shows each of the Operational Reports that are covered in this article and how, when and why they should be used: Jump to Section: Flash Report Weekly Review – Location Overtime Warning Report Sales and Labor Brea...
11:15

Actual vs Theoretical Analysis – Troubleshooting Variances

The actual vs theoretical analysis report can be used as several reports in one to troubleshoot why variances are happening with raw ingredients.  Before diving into specifics, it’s best to cover the basics as to why variances happen in the first place.  A...
12:43

Restaurant Operational Reports List

Inventory Reports:        Item Cost % Breakout Item Cost Analysis - Location Side by Side Item Theoretical Quantity Analysis Item Theoretical Cost Analysis Item Price Verification Item Price Change Analysis Stock Usage Period Purchase Analysis by ...
07:19

Forecasting

Important Note: If your Organization utilizes the Smart Ops Release, view this Monthly Forecasting training article. Forecasting is the window in the system where you can set a Sales Forecast by Location by Period and can enter daily values. This ...
14:30

Custom Sales Forecasting Overview & Security

Important Note: If your Organization utilizes the Smart Ops Release, view this Daily Forecasting training article. Custom Sales Forecasting allows a more customizable point of forecast that can drive predictive behavior throughout the software and...
14:30

Custom Sales Forecasting: Customizing a Forecast

This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Some times a day's Sales outcomes are affected by certain events that occur, such as poor weather condition...
12:03

Custom Sales Forecasting: Tagging Outlier Days

This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Forecasting Tags are important to include on specific days when Sales fluctuated higher or lower than usua...
07:53

Custom Labor Forecasting Overview & Security

Custom Labor Forecasting enables organizations to predict the amount of staff needed at a Location on a given day and hour based on the Forecasted Sales. In order to have this forecast represent the most accurate data, the Labor Configuration must ref...
08:55

Custom Labor Forecasting: Labor Matrix Setup

To learn more about this feature, view the Custom Labor Forecasting Overview training article.   A Custom Labor Forecast first begins with configuring the Labor Matrix and other necessary features. Details about Labor, including jobs and hours worke...
14:16

Scheduling Overview & Security

  The R365 Scheduling Module is a complete scheduling solution to manage your labor workforce.  Unlike other Modules in R365, the Scheduling Module contains functions and features that are specific to two different classes of users: Manager functions...
07:53

Scheduling: Schedule Calendar

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module. The Schedule screen in the Scheduling Module is a Calendar with Weekly or Daily views of the Schedule that can be filtered by Employ...
07:39

Schedule Calendar: Publish, Unpublish, and Alert Employees

Shifts can be Published and Unpublished individually or in bulk by Employee, Job, or Department. Additionally, Individual Shifts can be Published or Unpublished by right-clicking the Shift and selecting the desired action. Each time a Shift is Published/Un...
08:08

Schedule Calendar: Print Options

This feature works in conjunction with the Schedule Calendar. Click here to learn about the New Scheduling: Schedule Calendar. The Print Schedule pane on the Schedule Calendar allows you to select exactly what you want to print.  Please note, the ...
05:12

Schedule Calendar: Scheduling Templates

This feature works in conjunction with the Schedule Calendar. Click here to learn about the New Scheduling: Schedule Calendar. The View & Template Options sidesheet on the Schedule Calendar allow you to set your preferred view, including if yo...
14:16

Scheduling: Shifts

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module Shifts are the detailed Employee assignments on the Schedule. The Shift form is generally opened as a pop-up window on the Schedule screen,...
08:08

R365 Employee Messaging

This article is part of R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling. Through R365 Employee Messaging, Employees can send messages to each other through the R365 Red App about shift updates, trading shi...
08:48

Scheduling: Managing Requests in the Manager Queue

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module. The Manager Queue is the Restaurant Manager's one-stop for all Requests. Whenever an Employee submits a request, his/her Manage...
08:08

Scheduling: Managing Requests in the R365 Red App

Managers are able to answer Employee requests via the R365 Red App. Once a request is made, the Manager will be automatically alerted by a push notification that, when tapped, will open directly to the request. Open Requests and current Announcements ar...
07:04

Scheduling: Announcements

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module. If within the Smart Ops Release window, click here to view the Announcement Form. Managers can make Announcements for Employees at t...
09:06

Employee Setup

The Employee record allows you to manage Employee details such as Employee Name, Contact Information, Employee Photo, and Scheduling Availability. This record is created automatically for each Employee after the POS Integration has been completed. Eac...
10:39

Employee Record

The Employee Record has various tabs to enter and review information about an Employee. When created, Employee records are stored in the Employees listing and are linked out from the User record. Employee records can be updated as needed over time to refle...
05:10

Employee Master

When new Employees are hired onto your team, their Employee information should be entered in your POS System so that at the end of the night, the Daily Sales will pull in their POS ID and create a new Employee record in R365 for them. Once an Employee ...
10:39

Employees: POS Employee Records

During POS import, R365 creates two records for each Employee in your POS System.  These two records are automatically linked to each other.    POS Employee Record  Employee Record The POS Employee record is...
10:28

Employees: Merge Employee Records

The majority of records that reside in Restaurant365 can be updated via the Import Tool. When performing bulk updates, the Import Tool typically references a record based of the 'Name' value on the record. When making updates to Employee Records,...
16:28

Employees: Update Employee Records

To perform a Bulk Update on Employee Records, navigate to 'Employees' under the 'Labor' listing in the 'Operations Module' to locate the Employee Table.   Note: Make sure to perform any Employee Merges prior to performi...
07:48

Employees: Employee App Access

Granting Employees access to the R365 Mobile App and limited-use R365 portals is a simple process. Once the Employee record has been manually-created or imported from the POS via the POS Integration, the Employee can be granted 'App Access...
08:32

Employees: Mark as 'Inactive'

When an Employee is marked as 'Inactive', they no longer have access to the system. It is highly recommended to never delete an Employee record but rather to mark them as 'Inactive' so that the Employee record is saved in R365 while res...
08:32

Job Record

Jobs are used in various ways in R365.  They are assigned to Employees and used by the Scheduling Module.  Jobs are also used in conjunction with the POS Integration to track Employee Punches which make up the Labor Accrual Journal E...
09:48

Job Titles

Note: POS Account Rules can be set up to map new and unmapped Job Titles brought in from the POS. Click here to learn about POS Account Rules. Job Titles offer an optional labor accrual tracking feature to POS integrations to Restaurant365. A Job T...
09:01

R365 Scheduling for Employees Overview

R365 Scheduling and the R365 App (Red) is your One-Stop App for all things related to your Work Schedule!  Through the R365 App (Red) you'll be able to do the following: View the entire Schedule at each Restaurant you work at View your upcomin...
12:08

R365 Red App

The R365 App (Red) is available for iOS and Android devices. Click here for R365 Scheduling Employee Training and here to learn about the differences between the R365 Red App and the R365 Classic App (Black). Downloading the App App Store ...
11:24

Logging in to the R365 App (Red)

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training Logging In to R365 Your Restaurant Manager will setup your User Profile in R365 Sch...
08:22

R365 Red App: Viewing the Schedule and Your Upcoming Shifts

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training Return to the Previous Training Article: Logging in to the R365 App Dashboard Scre...
15:22

R365 Red App: Making Schedule Requests (Trade / Offer / Claim / Time off)

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training Return to the Previous Training Article: Viewing the Schedule and Your Upcoming Shifts ...
07:05

R365 Red App: Updating Your Availability

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training  Return to the Previous Training Article: Making Schedule Requests Your Profile You...
08:22

R365 Red App: Updating User Passwords

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training  Return to the Previous Training Article: Updating Your Availability Your Profile ...
08:22

Labor Reports Overview

Labor Reports allow a User to view data that can enhance and forecast the productivity and scheduling of employees. Analyzing these reports can track employees and help determine how labor has impacted Sales.   Navigation To access My Reports...
13:44

Academy Progress Report

The Academy Progress Report allows the User to view the progress of an Employee through the R365 Academy. This tool is an easy way for Managers to track Employee's knowledge of navigating R365. In selecting specific parameters, a Manager can see ...
13:41

ADP Alternate Export

The ADP Alternate Export is similar to the ADP Workforce Export in that it runs R365's system to produce a listing of all Employee IDs, Pay Rates, Labor Hours, and more used for Payroll Processing. Rather than simply listing out these details, th...
13:51

ADP Workforce Export

The ADP Workforce Export will run R365's system to produce a listing of all Employee IDs, Pay Rates, Labor Hours, and more for a specific date range that can be sent to ADP for payroll processing. This export is only beneficial for Users who have...
08:33

Daily Roster Report

The Daily Roster Report shows a listing of the Employees schedule to work for a chosen Daypart or AM/PM Shift. From this report, Managers can view who will be working as well as their accumulated weekly and overtime hours. This can help guide Managers...
13:48

F9 Segment Descriptions

The F9 Segment Descriptions Report is a resourceful tool for F9 Customers who want to transfer data into F9 for further Financial Reporting. GL Account, Legal Entity, and Location information is included in this report. Due to the required data fi...
13:49

Labor Actual vs Scheduled

The Labor Actual vs Scheduled Report displays the Actual Labor versus the Scheduled Labor for a selected Location and date range. This report is one way to view how successful a forecasting of labor was for a specific period of time. Navigation ...
13:51

Labor Actual vs Scheduled - Detail

The Labor Actual vs Scheduled - Detail Report displays a thorough review of the labor, including Employee names connected to their job title and the actual date connected to each piece of data. Analyzing a more detailed report can help the User analyz...
13:52

Labor Actual vs Scheduled - Punch Details

The Labor Actual vs Scheduled - Punch Details Report runs the numbers for every Employee's labor punches in a chosen period of time. With this report, a User is able to understand the variance of labor more in regards to the actual punch details ...
13:54

Labor Break and Split

The Labor Break and Split Report displays all the break violations for employees. This can be beneficial in keeping track of consistent violations and / or making sure employees are following break requirements. Navigation To navigate to the ...
13:55

Smart Ops Release

What is the Smart Ops Release? The Smart Ops release is one of the most important upgrades to the R365 Operations modules. Built based on YOUR feedback, we're making R365 smarter, simpler, and more mobile friendly. Although timing can change, we...
15:45

R365 Mobile App Upgrades

The future is coming! Watch this short video to see what's happening. Download the newer red app today. More information will be available on this page as we get closer to the transition. Stay tuned! 
18:10

Smart Ops Release on Tablet

Over the next few months, the Smart Ops Release will be rolled out to all Customer databases. For Customers who currently have this upgrade, it will also be accessible on tablet around the end of April/start of May 2021. Once available, all features w...
14:53

Smart Ops Release Overview & Security

The new Smart Ops Release is designed with Restaurant Managers in mind. This advanced window both transforms POS data into bite-sized widgets and graphs for on-the-fly decision-making and allows for transactions and records to be created easier and mo...
14:52

Home Page

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. With the Smart Ops Release comes the new Home page, which is the landing page for all Restaurant Managers and Schedulers. This page offers a direct link...
14:52

Help Menus

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. When the Smart Ops Release is installed, Help Menus will be included to assist in your success as you navigate this new design. From the Help...
14:53

Smart Labor

Smart Labor is an add-on feature that enhances your experience in R365 with its ability to forecast Labor smarter through advanced configurations. Enabling Smart Labor in your instance will include the additions of the Labor Matrix for constructing the Lab...
08:50

How do I make sure my location is ready for Hourly Forecasting?

When Smart Labor is enabled for your Organization, one of the key features you gain access to is Hourly Forecasting. Error messages may occur when you first access Hourly Forecasting if one of the following aspects are not set up beforehand:  Create J...
11:38

QuickBooks Online Integration

Important Note: This integration is only available to Customers with the Core Operations plan. Send important Accounting information directly from R365 to QuickBooks Online (QBO) through the QuickBooks Online Integration. With this integration, your or...
05:10

Smart Ops Release: Operations Dashboard

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Operations Dashboard provides a deep dive into the Sales and Labor data each day or hour, depending on if Intraday Polling is enabled, by di...
14:51

Smart Ops Release: Labor Dashboard

This feature is a part of the Smart Ops Release. Click here to learn more about Smart Ops Release. The Labor Dashboard provides a deep analysis of Labor trends and performance for one or more of your Restaurant Locations. Looking into how the curr...
14:52

Labor Dashboard: Saved Views

The Labor Dashboard has multiple settings that can be adjusted to provide the necessary data for any number of selected Locations. Once the dashboard is set, a Saved View can be created so that when the User returns to the dashboard at a later time...
07:34

Daily Sales Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Sales page lists all Daily Sales Summaries (DSS) for your Restaurant Location(s). Users can create saved Table Views of this list at a...
14:50

Daily Sales: Review a DSS

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Sales Summary's (DSS) new layout provides the previous day's Sales and Labor data broken down into more c...
07:47

Daily Sales: Review Summary Labor

This is a part of the Daily Sales feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. When working through the 'Review Summary' section of the Daily Sales, the first step is Labor. In this step, Users ...
07:47

Daily Sales: Review Summary Deposits

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. After reviewing the Labor step of the 'Review Summary' section of the Daily Sales, open the Deposits step where you...
07:47

Daily Sales: Review Summary Transactions

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The final step in the 'Review Summary' section of the Daily Sales is the Transactions step, where all Sales Tickets...
07:47

Daily Sales: Approve a DSS

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Once a Daily Sales Summary (DSS) has been marked as 'Completed' by a Restaurant Manger, it should be reviewed and approv...
14:59

Forecasting List Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Forecasting List provides all forecasting features in one place. Users with an Operational Year set up as 13-4 week periods or 4/4/5 periods...
14:51

Forecasting List: Monthly Forecasting

This is a part of the Forecasting List in the Smart Ops Release. Click here to learn more about the Smart Ops Release.   Monthly Forecasting enables Users to set a Sales Forecast by Location by Period by entering in daily values, spreading a Weekly To...
08:16

Forecasting List: Daily Forecasting

This is a part of the Forecasting List in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Forecast allows for a more customizable forecast that can drive predictive behavior throughout the software and plan a...
14:21

Forecasting List: Hourly Forecasting

This is a part of the Forecasting List in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Hourly Forecasting tool enables Users to generate a forecast based on the likely distribution of Sales Ticket data throughout ...
14:28

New Purchase Orders Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The New Purchase Orders feature enables Users the ability to view and create both Purchase Orders and Templates from one window. From the '...
08:50

AP Invoices Overview & Security

This is a part of Smart Ops. Click here to learn more about Smart Ops. The Invoices page lists all AP Invoices entered in the system. From this page, Users can see several details about each AP Invoice, including its Status, and can create Saved L...
14:13

Item Transfers Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Item Transfers feature enables a more efficient creation and workflow of Item Transfers from the Sending Location to the Receiving Location....
14:40

Waste Logs Overview & Security

The Waste Log feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Waste Logs help to document food and product waste so that purchased items can be more precisely tracked across all Restaurant Location...
08:57

Inventory Counts Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Inventory Counts track the amount of Inventory a restaurant has at a given time. A completed Inventory Count becomes the Inventory Journal Entry...
14:14

Inventory Counts: Create and Edit an Inventory Template

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Inventory Templates are custom-made counts that are routinely put in use. When creating a template, Users can create the name...
08:23

Inventory Counts: Create and Enter an Inventory Count

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Inventory Counts can be created via the '+ Create' button in the top right corner of the Inventory Counts page or b...
07:37

Inventory Counts: Review and Approve an Inventory Count

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. After creating and entering in quantities for a new Inventory Count, the User can then review any Alert Flags that appeared a...
11:25

New Purchase Orders: Create and Enter a Purchase Order

This is a part of the Purchase Orders feature in the Smart Ops Release. Click here to learn more about the Smart Ops. A Purchase Order can be created either manually or from a template with a pre-defined set of terms arranged in a specific order. Once ...
14:07

New Purchase Orders: Create and Edit a Purchase Order Template

This is a part of the Purchase Orders feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Purchase Order Templates allow Users to create memorized Purchase Orders for individual Vendors, which can then be scheduled t...
15:17

New Commissary Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The New Commissary module in the Smart Ops Release provides all of the administrative tools needed for Commissary Locations to have more control over th...
07:38

New Commissary Catalog: Page and List Functions

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Commissary Catalog houses all items marked as Commissary Items in the New Commissary module. Once Items are added to th...
07:38

New Commissary Catalog: Add and Manage Items

This is a part of Commissary Catalog portion of the New Commissary module in the Smart Ops Release. Click here for more information about the Smart Ops Release. Commissary Items can be easily added from the Catalog page of the New Commissary module. Af...
07:38

New Commissary: Order Guides

This is a part of the New Commissary module of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Commissary Order Guides are the pre-built guides that Ordering Locations are given access to when they need to enter orders...
07:38

New Commissary: Ordering Locations

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Ordering Locations are Locations or Customers that are given the ability to create and place orders to designated Commissar...
13:33

New Commissary: Auto-Generated Orders

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Auto-generated Commissary Orders are orders that are automatically created for Ordering Locations at a set day and time. Orderin...
11:42

Smart Ops Release: Schedule Calendar

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. In the new Smart Ops Release, the Schedule Calendar is consistent with the Schedule Calendar in the Classic R365 Experience. However, if Smart Labor is ...
15:03

Manager Tools Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. The Manager Tools page provides access to four key Managerial Functions: Announcements, Blackout Days, Events, and Request Cutoffs. From this page, U...
14:47

Manager Tools: Announcements

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Announcements are used to communicate important messages to Employees. When an Announcement is created on either the Web Br...
08:06

Manager Tools: Blackout Days

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Blackout Days are specific dates on the Schedule Calendar that no Employee can request off. When entering Blackout Days, on...
08:06

Manager Tools: Events

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Events form enables Users to enter Events that are occurring in the area that may have an effect on a Restaurant Location...
08:06

Manager Tool: Request Cutoffs

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Request Cutoffs set the day and time limitations by which Employees can submit Time Off Requests. From the 'Request Cu...
15:45

Admin Page Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Admin page is where Overtime Rules, Break Rules, and the Labor Matrix can be updated to reflect the needs of your Organization. From this page, User...
14:47

Admin Page: Overtime Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops. The 'Overtime Rules' tab of the Admin page is where Overtime Rules can be created and managed to reflect your Organization's an...
08:07

Admin Page: Break Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The 'Break Rules' tab of the Admin page is where Break Rules can be set up to ensure that each selected Location complies wi...
08:07

Admin Page: Minor Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The 'Minor Rules' tab of the Admin page is where Admin Users can create Minor Rules that follow Federal and State Labor Laws...
08:07

Smart Ops Release: Employees List

This is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. The Employees list in the Smart Ops Release stores all Employee forms and provides a quick view into Employee details. Users who have access to this page can...
14:47

Smart Ops Release: Employee Form

This is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. The Employee form holds all Employee information and communication Settings for an Employee. Once a new Employee is entered in the POS, an Employee form will be a...
05:10

Smart Ops Release: Jobs List

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Jobs list in the Smart Ops Release is where all Job forms are created and stored. Users can create customized table views of the columns and/or filter...
14:50

Smart Ops Release: Job Form

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Job forms are used in conjunction with the POS Integration to track Employee Punches, which make up the Labor Accrual Journal Entry. Each Job form is assigne...
09:50

Smart Ops Release: Job Responsibilities

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Job Responsibilities list in the Smart Ops Release hosts all Job Responsibilities created in R365. Job responsibilities allow a Job to be further cl...
14:49

Smart Ops Release: Departments List

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Departments List stores all Department forms created in R365. Users can create customized table views of the columns and/or filters used in the Depa...
14:48

Smart Ops Release: Departments

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Departments allow certain Jobs to be grouped together and used for Scheduling and Goal Setting purposes. By setting Labor Goals by Department, Users can furt...
15:21

Smart Ops Release: Sites

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release.  Sites are non-Restaurant Locations, such as a banquet hall, hotel, and arena, among others, where Employees may be scheduled to work. These are often o...
14:48

Smart Ops Release: Document Library

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Document Library provides Users the ability to utilize Documents to Process directly from the Smart Ops window. The Document Library hosts all uploa...
14:49

R365 Red App: Inventory Counts Overview

Inventory Counts can now be created and entered directly from the R365 Red App. Users can view a listing of all incomplete, complete, and approved counts directly from the Inventory Counts list view. When creating a new Inventory Count, Users can sele...
12:16

R365 Red App: Create and Enter Inventory Counts

This is a part of the Mobile Inventory Counts feature. Click here to learn about Mobile Inventory Counts via the R365 Red App. Users with managerial access can create and enter Inventory Counts via the R365 Red App. While entering in item quantities, a...
15:26

R365 Red App: Review and Approve Inventory Counts

This is a part of the Mobile Inventory Counts feature. Click here to learn about Mobile Inventory Counts via the R365 Red App. After Inventory Counts are created and/or entered on the R365 Red App, Users with approval abilities will need to review...
15:26

Documents to Process: Uploading Files via the R365 Red App

Restaurant Managers can upload relevant documents to Documents to Process directly from the R365 Red App. For Vendors that only provide physical copies of an Invoice or Credit Memo, Users can simply take a photo of the document with their phone and directl...
14:49

R365 Red App: AP Transactions

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Admin Users have the ability to view and approve/unapprove AP Transactions directly from the R365 Red App. Open an AP Transaction from the AP Transactions ...
08:23

R365 Red App: Approvals Dashboard

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Approvals Dashboard in the R365 Red App provides House Shortcuts that, when tapped, will open directly to a designated transaction listing for ...
11:12

R365 Payroll Overview

R365 Payroll enables your Restaurant Organization to manage and create payroll directly through Restaurant365! The Labor data pulled in from your POS and used to create Payroll Batches in R365 Payroll. These Payroll Batches can then be printed or sent elec...
07:33

R365 Payroll: Single Sign On

R365 Payroll is a standalone feature, so when it is added to your current R365 plan, your Organization will receive an additional link specifically for R365 Payroll. While having a separate link is advantageous to provide to your Human Resources Team, it m...
07:20

User Setup for Payroll

User records must be created only for those who work in Human Resources or Payroll, as they have the responsibility to safely and securely enter and manage Employee information in R365 Payroll. From the Admin Console, Employees can gain access to eSELFSERV...
07:39

Updating a User Record and Password

A User record can be updated easily in R365 Payroll by simply double-clicking the desired User record and editing the User's title, phone number, or permissions. For more information on User Permissions, see "APS User Permissions Overview" (...
07:40

Print and Void Prepay Checks

A Prepay Check can be both printed and voided through the Unposted Items screen. This screen can be opened by clicking 'Unposted Items' in the 'Recent Payroll Activity' tile of the Payroll Console. When the 'Unposted ...
07:37

Admin Console

The Admin Console is where system settings are stored and can be updated to reflect current management, benefits, and even Employee eSELFSERVE settings. A brief explanation of each setting is seen below along with the recommendation to view additional reso...
08:32

Employee eSELFSERVE

Employees can be invited to eSELFSERVE through the 'Employee Self Service' window accessed from the Admin Console. Once invited, an email will be sent to the Employee's listed email address that includes a link to eSELFSERVE and his/her User...
07:42

Manager eSELFSERVE

After a Manager is set through the 'Manager Self Service' option under 'eSELFSERVE.com Settings' in the Admin Console, he/she will receive an email with a link to eSELFSERVE. This Manager can then log in using the listed link and their ...
07:44

R365 Payroll: GL Account Mapping

The General Ledger in R365 Payroll must match the General Ledger uploaded into your Restaurant365 instance. In doing so, it will include the correct account when importing Payroll Journal Entries into your Restaurant365 instance. Navigation T...
08:21

R365 Payroll: Departments and Department Groups

Departments are the Job Titles assigned to Employees, which can be structured into Department Groups if desired for Reporting purposes. Both Departments and Department Groups can be easily created and maintained to reflect the structure of Departments with...
12:18

Paycom & R365 Payroll Integration Instructions

R365 and Paycom have teamed up to create a payroll integration that will automate the following processes: R365 will electronically deliver Employee Punch Data, which has imported from your POS systems to Paycom with a single click When payroll pro...
13:03

Employee Console

The Employee Console displays a quick view into Employee Statistics, including errors on payroll, number of active Employees, and any updated Employee information. Alerts for Manager Approval of new hires or Employee record updates will be listed in y...
07:49

R365 Payroll: Add Employee

Creating Employee records allow for confidential information to be filed individually. These records can be accessed through the Employee List as well as the listed navigation below. Learn more about the Employee Console here. Navigation Crea...
08:07

Employee List

The Employee List displays all saved Employee records in the system. From this list, the desired Employee record can be opened so that necessary updates can be made. Learn more about the Employee Console here. Navigation To navigate to the Em...
08:12

R365 Payroll: Employee Records

Employee records live in the Employee List where they can be edited and updated after creation. Any update to an Employee's address, federal or state information, and even their employment status should be entered into that Employee's record in R...
08:14

Notifications Center

Employees can have a notification sent to them from the Employee List, their Employee record, or the Notifications Center through the Notify button. These messages can be sent via the Employee's listed email address or phone number. The Notifications...
08:16

Payroll Console

The Payroll Console includes important payroll functions, such as the creation and approval of Payroll Batches and Prepay Checks and remotely print checks. All payroll navigation can occur from this screen. This screen lists two defaulted tiles: ...
08:18

Create Payroll Batch

Payroll Batches can be created and saved before submission, allowing for a User to return and edit at a later time. Before a Payroll Batch can be submitted, missed time punches need to be corrected, time cards need to be approved, and all time off requests...
08:21

Create Prepay Check

A Prepay Check allows Employees to be paid outside of a regular payroll run, which can occur due to an Employee's termination or receiving a bonus. For more information on Prepay Checks, view the "Creating a Prepay" video and "Creating ...
08:21

Remote Check Printing

Remote Check Printing enables Users to select the desired Payroll Batch and print individual checks. It is important to note that this option is only available for Users who have elected to print their checks remotely. View the "Remote Check Printing&...
08:22

Human Resources Console

The Human Resources (HR) Console includes the management of Employee benefits, documents, compensation, performance, and more through easy navigation of the 'HR Options' tile, the 'HR' menu in the top ribbon, or through listed aler...
10:55

ACA Alerts

ACA Alerts is a part of the HR Console. Click here for more information on the HR Console. The ACA Alerts dashboard lists all topics related to the Affordable Care Act (ACA) and your company, if it is considered an Applicable Large Employer. This dashb...
08:43

Asset Management

Asset Management is a part of the HR Console. Click here for more information on the HR Console. Asset Management provides the ability to document and track the Employees who have company property assigned to them, such as a cell phone or computer. For...
08:44

Benefits Administration

Benefits Administration is a part of the HR Console. Click here for more information on the HR Console. The Benefits Administration provides all necessary benefits and coverage information in three distinct views. The Dashboard is the defaulted view, b...
08:49

Manage Individual Enrollments

The Manage Individual Enrollment window is a part of the HR Console. Click here for more information on the HR Console. Employee benefits can be easily viewed and updated through the Manage Individual Enrollments window, where a listing of Employee rec...
08:54

Document Management

Document Management is a part of the HR Console. Click here for more information on the HR Console. The Document Management window is where all company documents are managed and stored. While multiple file types can be uploaded, only PDF documents can ...
08:55

Company Newsfeed

Company Newsfeed is a part of the HR Console. Click here for more information on the HR Console. The Company Newsfeed Dashboard displays a record of all announcements, reminders, and postings made to Employees. Posts can be created from this screen as ...
08:57

eSignatures

eSignatures is a part of the HR Console. Click here for more information on the HR Console. The eSignatures screen lists all documents that require a signature by the Employee. The listing displays the Employee name, Department, Hire Date, the Docume...
08:58

Event Tracking

Event Tracking is a part of the HR Console. Click here for more information on the HR Console. Event Tracking allows events during an Employee's career, such as a promotion, disciplinary action, and paid leave, to be added and managed in R365 Payr...
08:59

OSHA Tracking

OSHA Tracking is a part of the HR Console. Click here for more information on the HR Console. OSHA Tracking allows incidents to be recorded and tracked in compliance with OSHA. When the OSHA Tracking window is opened, a listing of all incidents wi...
09:00

Reporting Console

The Reporting Console includes necessary data exports and reports that can help a restaurant analyze Employee information and payroll data. Users can even create their own reports through the Report Builder if additional reports are desired. Addi...
09:04

Report Manager

The Report Manager is a part of the Reporting Console. Click here for more information on the Reporting Console. The Report Manager houses all preconfigured reports, which are grouped by Console. Once a report is selected, the Report Parameters can be ...
09:37

Report Builder

The Report Builder is a part of the Reporting Console. Click here for more information on the Reporting Console. The Report Builder uses Report Templates based on Employee information to create the foundation of a customized report in R365 Payroll. Onc...
09:42

Analytics Dashboard

The Analytics Dashboard is a part of the Reporting Console. Click here for more information on the Reporting Console. The Analytics Dashboard can be custom-designed by each User and include an unlimited amount of Analytics Tiles, or data sources, ...
09:44

DocVault

DocVault is a part of the Reporting Console. Click here for more information on the Reporting Console. The DocVault lists all copies of generated payroll reports in the 'Payroll Documents' section and quarterly and annual filings in the &#x...
09:45

Data Exports

Data Exports is a part of the Reporting Console. Click here for more information on the Reporting Console. The Data Exports set up in R365 Payroll include Fidelity 401k and R365 GL. The Fidelity 401k export downloads a CSV file of all 401K contribution...
07:41

W-2 / 1099 / 1095 Forms

W-2 / 1099 / 1095 Forms are a part of the Reporting Console. Click here for more information on the Reporting Console. W-2 / 1099 / 1095 Forms can be easily created, viewed, and downloaded as a PDF for one or all Employees through this page. Only Pay...
07:41

R365 Payroll: Custom Fields

Custom Fields can be created in R365 Payroll to house additional Employee information beyond the current standard fields. When a Custom Field is created by an Admin User, that field will be housed on the Employee record and can be included on any User-buil...
08:32

R365 Payroll: Report Subscriptions

Set up Report Subscriptions for Payroll Reports to ensure that the right reports are being sent automatically to certain Users. This cuts out the manual process of running a report alongside Payroll Batches or other key busy times each month. Set Repo...
14:57

R365 Payroll: Year-End Procedures

In order to help with a smooth Year End, R365 Payroll has you covered! The following documents provide valuable information to ensure final Payroll Batches are completed and submitted on time and all Tax Forms are reviewed, edited, and approved before thei...
11:24

R365 Payroll: Final Payroll Submission Dates 2020

The following are Holiday Processing and Final Payroll Submission dates for 2020 to ensure that your Employees are paid on time. Christmas Processing Schedule Payroll Submission Details Submit Date Check Date Payrolls with Direct Deposit (3 P...
13:13

R365 Payroll: Tax Form Deadlines

W2 and 1099 Tax Forms will be available to review beginning Friday, January 1, 2021. W2s must be approved by 12 pm CST on Tuesday, January 12, 2021. If your W2s or 1099s are not available for review by January 5, then they are still in Internal Review,...
18:30

R365 Payroll: Year-End Dashboard

The Year-End Dashboard is where all Tax Forms can be accessed, reviewed, edited, and approved before the Key 2020 Deadlines. Status updates will display when forms are ready to be reviewed, printed, and more to ensure your Organization is on track for the ...
12:57

R365 Payroll: Tax Form Edits and Distribution

All Tax Forms can be accessed, reviewed, edited, and approved before the Key 2020 Deadlines from the Year-End Dashboard. If an issue is found while reviewing Tax Forms, they should be rejected and the issue should be documented.  Note: Rejecting forms ...
18:29

R365 Payroll: Import Box 12 Health Amounts

If your Organization is not withholding Employee amounts and tracking the Employer amount on the applicable deduction, then the information for Box 12 should be manually uploaded. This information is required for ACA reporting. Ensure to review all Emp...
16:03

R365 Payroll: Paperless W2s

When W2s are approved, they are automatically made available to Employees via eSELFSERVE as long as an Admin User has not prohibited Employee access to receiving their W2s electronically. Employees can opt into only receiving Paperless W2s through thei...
18:36

R365 Payroll: Print & Ship W2s

When W2s are approved, R365 can either print and send them to your Organization or your Organization can skip this step and save money by directly printing W2s and then shipping them to your Employees. If your Organization decides to remotely print, W2...
07:22

R365 Payroll: Year-End ACA Reporting

Insurers, small Employers with self-insured health plans, and all Applicable Large Employers (50+ full-time or full-time equivalent Employees) are required to report health insurance information as a part of the Affordable Care Act. ACA Reporting is a ...
11:20

R365 Hire Overview

R365 Hire enables restaurant Organizations to custom-design and track their Hiring Process from the point a Job is posted to when a New Hire has completed Onboarding. Each Organization can create their own unique Careers Page where Jobs are listed and...
10:45

R365 Hire: Recruiting Dashboard

The Recruiting Dashboard shows a high level overview of your account activity, including New Applicants, Applicants in Progress, Active Jobs, and Jobs that need to be refreshed. Upcoming Interviews as well as an Applicant Flow chart will be displayed to sh...
15:50

R365 Hire: Jobs Listing

The Jobs listing includes all Jobs created, which can be filtered by Job Title, Location, Status, and more. From this screen, all details that correspond to a Job posting can be edited, refreshed, shared, and marked as closed. The Jobs listing is locat...
15:53

R365 Hire: Applicants Listing

The Applicants listing includes all Applicants, the Job they applied for, the Location, their current hiring status, and more. Clicking on an Applicant's name will display a more detailed look into their Application details, allowing for any necessary...
11:06

R365 Hire: Reports

R365 Hire Reports are available for both the Recruiting and Onboarding modules. Each module uses a range of variables to assess all aspects of their respective processes. Custom reports can be created and saved for a more accurate look into enhancing both ...
10:22

R365 Hire: Contacting Applicants

An Applicant can be contacted by either text message or email at any point in the Hiring Process. Initiating one of these two contact methods can be done easily through the Applicant Quick Menu or the Applicant's Profile.  Navigation Conta...
16:03

R365 Hire: Message Templates

  When reviewing and communicating with multiple Applicants at one time, using Message Templates allows an easier and faster way to initiate contact at any point in the Hiring Process. Users can work more efficiently by simply clicking the desired Mess...
12:12

R365 Hire: Hiring Process

Hiring Processes are hiring workflows that help to structure the steps of each unique Hiring Process. The system displays default Hiring Processes that can be updated to better reflect your organization's hiring workflow. It is recommended to adapt th...
14:38

R365 Hire: Hiring Steps

Hiring Steps help determine the hiring workflow for your Human Resources Team. These steps can be uniquely organized for each Job or to better reflect your Organization's overall Hiring Process via the Hiring Process window in System Settings.  Us...
15:46

R365 Hire: Posting a Job

Posting a Job can be done easily through the Jobs listing. This article reviews how to create a new Job and the individual sections that detail the Job Description, Hiring and Onboarding Processes, and the Job Status. Create a New Job To crea...
08:49

R365 Hire: Onboarding Dashboard

The Onboarding Dashboard is the landing page of the Onboarding module. On this screen, a listing of all New Hires that are currently being onboarded are displayed along with direct actions to assign them a checklist, contact them, and edit their Employee r...
08:57

R365 Hire: Onboarding Checklists

Onboarding Checklists dictate the tasks that are assigned to the New Hire and their direct Manager while the New Hire is in Onboarding. These tasks may include forms and are helpful for both Employees and their Managers to keep track of what they need to d...
16:20

R365 Hire: Checklist Categories

Custom Checklist Categories can be created to organize the different Onboarding Checklists created and saved in the Checklists listing. These categories are listed alongside the 'Onboarding' default category when creating a New Checklist. Cr...
16:23

R365 Hire: Onboarding Defaults

Onboarding Defaults are the aspects of the Onboarding process that allow for a defaulted selection to be set. When entering the Onboarding details for a New Hire, fields that include one of the Onboarding Defaults will already be completed for the User. ...
16:23

R365 Hire: Assign Tasks

Any Onboarding Checklists that need to be completed by either the Employee or their Manager must be assigned to the Employee. Once the necessary checklists are assigned to the Employee, the Employee and his/her Manager will receive an email notifying them ...
16:24

R365 Hire: Editing Checklists

Both Employee and Manager Checklists can be updated at any time to reflect an updated process. To do so Users, will need to navigate to the Checklists listing, located in Account Settings. Click here to learn more about Onboarding Checklists. Edit Che...
16:24

R365 Hire: Cloning Tasks

Tasks can easily be cloned, or copied, for different Employees or Managers who may be in a different department but need to complete the same tasks. This can easily be done through the Checklists listing in Account Settings. Click here to learn more about ...
16:24

R365 Hire: Onboarding Notification Settings

The Notification Settings is where the content of a Welcome Email and instructions of the Hiring Manager email can be set and/or updated as needed for New Hires and their direct Managers. Additional notifications can also be set for completed tasks fr...
16:25

R365 Hire: Creating and Uploading Onboarding Forms

User-created Onboarding forms can be created and uploaded via the 'Forms' section of Account Settings. Additionally, Users can edit or delete any previously created forms and review the look of both Employee and Manager forms. Once completed, the...
16:25

R365 Hire: Employee Custom Fields

Employee Custom Fields are unique fields that provide additional details about each Employee hired through R365 Hire. These details are then included on the Employee record. Creating Employee Custom Fields Navigate to Account Settings by clic...
08:58

POS Data Export – File Guide

Through the R365 POS Integration, the following Export Files are obtained from a POS System.  The bolded sections below represent each Export File type.  You will find additional information, such as the file name, and Column Names / Headers that will be i...
13:49

POS New Build Request Form

Refer to the Form for instructions on R365 POS Integration Requirements.  Please download the form, review it and complete it.  Return completed forms, along with a sample Daily Sales Report, to your R365 Sales Representative or POS Team Member.
14:38

POS Integration Overview

Restaurant365 integrates with many POS systems. This article will provide an overview of how the POS Integration communicates Data between your POS and the R365 platform.  Click here to learn more about POS Integration Settings System Requireme...
10:21

Sales Accounts Overview

A Sales Account's purpose is to tell Restaurant365 what GL Account to credit when accounting for individual sales tickets imported from the POS. It is a 'mapping' of POS Sales Categories and POS Service Types to a Restaurant365 General Leger...
11:32

Payment Type Accounts Overview

A Payment Type Account's purpose is to tell Restaurant365 what GL Account to debit when accounting for individual sales tickets imported from the POS. It is a 'mapping' of tenders, discounts, and other offsets/reductions to the sale of goods...
11:33

POS Integration Whitelisted URLs & IP Addresses

In order for the R365 POS Integration to function properly, the following 1) URL or 2) IP Addresses need to be whitelisted by your IT Department or your POS Reseller. Traffic is sent over port 443 using HTTTPS/SSL protocols and that port will need to be al...
08:30

Menu Items & Menu Item Links

The Menu Item Record is automatically created once the POS Integration has been completed.  R365 will automatically import each Menu Item that appears in your POS.  Similar to the relationship between Employees and POS Employees, a Menu Item and a Menu I...
15:22

Menu Item Separation

The Menu Item Separation selector gives the User the option to customize how Menu Items are polled and grouped from the POS. While this is unnecessary for most Organizations, Customers with multiple concepts may find this useful. The options that are ...
11:04

Gift Cards and Certificates

Gift Card Sales Gift card sales are imported from the POS each night on their respective sales tickets. This is imported as a sales item on that ticket with the corresponding category you’ve assigned in the POS. On the DSS journal entry this will credi...
11:52

Day Parts

Day Parts, or Dayparting, is the practice of breaking up an Operations Day in to segments that can then be individually reported on. Restaurant365 gives users the ability to create Day Parts with their corresponding Names and Start / End Times.  Day Pa...
14:17

Credit Card Tip Reduction

Certain POS systems will calculate the increased Credit Card fee for the portion of the bill that is related to the tip. The system will also allow the user to retain that amount from the tips payable to pay for the Credit Card fee. If this approach is tak...
13:18

POS Integration Settings Overview

The POS Integration is governed by several settings in Restaurant365.  These settings reside on various screens and can be accessed and updated by a User with the 'Accounting Manager' Primary Security Role and 'User Setup' Secondary Sec...
14:41

FTP Site Overview

Restaurant365 provides a hosted FTP site for each Customer Database. FTP stands for File Transfer Protocol and allows Vendors, Customers, and R365 Users to Upload acceptable files in to their instance. The FTP Site serves two purposes for Customers: ...
09:15

FTP Site: Setup

This article is part of the FTP Site documentation.  Click here for more information on the FTP Site Restaurant365 provides each Customer with a Hosted FTP Site for file imports. AP/AR Invoices and Credit Memos can be automatically imported (if in an i...
09:15

FTP Site: Uploading Files for Import

This article explains how to use the R365 FTP Site to upload AP Invoice, AP Credit Memo and Documents to Process files. Step 1: Add Files When you are ready to import files via FTP, open the FTP folder (or use your preferred FTP Client) and copy/pa...
11:40

EDI Vendor Integration Overview

Electronic Data Interchange allows Vendors to push transaction details directly in to Restaurant365.  The two supported transaction types that can be uploaded and imported in to Restaurant365 are AP Invoice and AP Credit Memo.  The upload process can be ac...
12:41

Vendor Integrations List

Restaurant365 supports the EDI Integration of several Vendors to make AP Transaction entry easy for your Organization. Each Vendor follows a unique process when integrating with R365.  Learn how to integrate a Vendor with your database by contacting yo...
08:32

EDI Vendor: US Foods

Overview US Foods invoices are delivered via FTP to a dedicated US Foods FTP site hosted by Restaurant365.  From this site, the invoices are routed to the destination FTP site (specific to the customer) and ultimately imported in to Restaurant365.  As ...
09:32

EDI - AP Invoice Tax Inclusion

AP Transactions can be manually imported in to Restaurant365. Manually importing AP Transactions requires the use of specific import templates. Transactions can be imported by Item, or by Account.  Click here for information on EDI Vendor Integrations, and...
08:03

Troubleshooting EDI Imports

The following errors may occur when importing data in to Restaurant365.  Click here for an Overview of EDI Vendor Integrations. Review error types for troubleshooting tips and steps to error resolution Closed Period Cause: Journal E...
09:18

Fintech Integration

Restaurant365 and Fintech have teamed up to create a seamless invoice integration for mutual clients. To take advantage of this integration, you must meet the following criteria:  You have an active account set up with both Fintech & R365  You h...
11:01

Receiving Fintech Files

Fintech provides Vendor statements via FTP to Restaurant365. These service statements, which include both charges and refunds, are recognized as invoices in Restaurant365. Below, review the steps of integration, the mapping of a Fintech file to an AP Invoi...
10:48

Craftable Integration

Restaurant365 and Craftable have teamed up to create a seamless invoice integration for mutual clients. To take advantage of this integration, the following conditions must be met:  You have an active account set up with both Craftable and R365  You...
12:04

Manager Log Overview

The Manager Log Module in Restaurant365 is a fully integrated Log application.  It provides a one stop screen for your Restaurant Managers.  Within the Manager Log, DSS data can be viewed and updated at a glance, Logs can be created and recorded with ...
15:03

Manager Log: Calendar View

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module. The Calendar View is the default view in Manager Log.  On this screen, a User can see summary data for one Location or several Loc...
11:56

Manager Log: Creating Log Entries

This article is part of the Manager Log Module training. Click here for more information on the Manager Log Module. Manager Logs can be entered in R365 to note any important notes for a specific day. These logs can be managed on both the Browser a...
17:43

Manager Log: Daily Overview

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module. The Daily Overview screen provides all the detail that cannot be displayed on the Calendar View.  A User can load the Daily Overvi...
15:49

Manager Log: Document Library

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module. The Document Library is a place where Managers can store important forms, PDFs, and/or Employee handbooks. When documents...
08:35

Manager Log: Flagged Entries View

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module Flagged Entries are Tasks and Log Entries that require additional followup.  The Flagged Entries View provides an instant consolida...
14:46

Manager Log: Link To Types

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module Link To Types allow Manager Log entries to be directly linked to another record through R365.  For example, a 'Note' with the ...
18:15

Manager Log: Log Categories

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module Log Categories allow Users to separate Log entries by a specific category for easy sorting and follow up. Log Categories can al...
08:36

Manager Log: Logs View

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module. The Logs View allows you to view and filter all Log Entries by Location and Log Category. This article will describe the fields on...
15:21

Manager Log: Task List Setup

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module Task Lists are User created lists that can be put to use manually, or scheduled for regular reoccurring use.  Task Lis...
08:37

Documentation Updates - Q3 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 9/30/2021 My Reports: Send, Export, and Print Reports All of 'My Reports' can be emailed, expor...
06:19

Documentation Updates - Q2 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description New 6/23/2021 Enabling Automatic Updates to the R365 Red App Are you finding that mobile updates are released to ...
09:19

Documentation Updates - Q1 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 03/03/2021 My Reports: Send, Export, or Print Reports Twenty reports now have the advanced functionality o...
07:37

Documentation Updates - Q4 2020

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 12/17/2020 Security Role Descriptions Users with the Secondary Role 'Payroll Clerk' will be able...
09:25

Documentation Updates - Q3 2020

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 9/24/2020 AP Invoice Form When an AP Invoice is set to Entry by Account, multiple Locations can be set in ...
10:01

Documentation Updates - Q2 2020

View new and updated documentation updates for a quick look into recent changes in R365! Review the listing below to see what you may have missed. Type Release Date Title Description Update 6/30/2020 Fixed Asset: Asset Record The 'Eff...
11:18

Documentation Updates - Q1 2020

New and updated Support Articles will be listed here for a quick look into recent changes in our software! Review the listing below to see what you may have missed. Type Release Date Title Description New 3/25/2020 What are some best practi...
07:55

Documentation Updates - Q4 2019

New and updated Support Articles will be listed here for a quick look into recent changes in our software! Review the listing below to see what you may have missed. Type Release Date Title Description Update 12/31/2019 DSS Re-Import Re-po...
09:30

Documentation Updates - Q3 2019

Below are the Documentation Updates made in Quarter 3, 2019! Type Release Date Title DescriptionUpdate9/24/2019Customer RecordAn additional training section was included to explain how to download a list of payments from a specific Customer.New9/13/2...
14:51

R365 Support Email Policy Updates - Q4 2019

In an effort to improve the R365 Support experience, and get our Customers answers as soon as possible, starting December 1, 2019, customers will no longer be able to create new Support cases (tickets) by emailing support@restaurant365.com or support@resta...
07:35

Franchising Overview & Security

The Franchising Module assists restaurant groups in tracking Franchisees, each Franchisee Location, Contracts, Franchisee Daily Sales, and automates Franchisee Billing/ACH Payment Collection.  To activate the Franchising Module, please contact your Sa...
11:22

Franchisee Setup

 This article is part of the Franchising Module training.  Click here for more information on Franchising Franchisees are the top level group in the Franchising Module that may own one or more Franchise Location (Stores).  On this record you store...
12:56

Franchisee Locations (Stores)

This article is part of the Franchising Module training.  Click here for more information on Franchising. Franchisee Locations (also referred to as stores) are records for each restaurant store that your Franchisees own. They are stored as a special ty...
11:20

Franchisee Daily Sales

This article is part of the Franchising Module training.  Click here for more information on Franchising Franchisee Daily Sales are individual records for each Franchisee Location each day with the sum total of sales for the day at each Location. ...
08:20

Franchisee Billing Process

This article is part of the Franchising Module training. Click here for more information on Franchising. Franchisee Billing is the process ran to auto-create AR Invoices to bill each of your Franchisees for fees incurred in a specific date range. ...
12:10

AP Invoice: Franchising

This article is part of the Franchising Module training.  Click here for more information on Franchising   Franchisors have the option of recording and paying AP Invoices on behalf of their Franchisees.  The expense can then be passed on and billed ...
12:09

Partner Channel Users - Multi-Instance Login

With the introduction of the Multi-Instance Switching feature, Partner Channel Users will be able to switch between instances with a single login. Users who are added to a multi-instance account will have modified User records to reflect the updated login ...
10:32

Multi-Instance Switching

Multi-Instance Switching enables Users who oversee multiple R365 instances the ability to switch between them using the same User ID. The Instance Switcher menu provides this easy transition by listing all favorited instances as well as the five most recen...
07:59

R365 Financial Report Writer: Sharing Across Instances

The R365 Financial Report Writer enables Users to share their created Report Templates and Report Packages across the multiple instances that they oversee. When Templates are shared, the Column Layout undergoes a Validation Process to ensure that all insta...
07:32

Client Record

Client Records and Client options are only available to Partner Channel Users who are managing multiple Client instances. The Client record stores information about each Client, including their name, address, contact information, and more. Once a Client re...
16:13

Catering Overview & Security

The Catering Module in Restaurant365 is a complete, integrated, catering solution for you and your organization. Catering managers will be able to track events and their associated payments and tasks, catering representatives and their customer relati...
15:59

Catering: Catering Settings

This article is part of the Catering Module documentation.  Click here for more information on the Catering Module On the 'Catering Settings' screen, Item Types, Commission Rates, Event Times, Event Types, Sources, and Catering Contracts...
16:12

Catering: Contract - Subtotal By

This article is part of the Catering Module documentation.  Click here for more information on the Catering Module Catering Contracts have the ability to be Subtotaled in one of four ways.  This option is set in the Catering Settings.  Click here for m...
10:01

Catering: Items

This article is part of the Catering Module documentation.  Click here for more information on the Catering Module Catering Items exist in the Catering Module and are the items that will make up the contents of the Catering Menus and Catering Contracts...
07:55

Catering: Catering Menus

This article is part of the Catering Module documentation.  Click here for more information on the Catering Module. Catering Menus can be created to quickly and easily add Catering Items to Catering Events as well as to produce a formatted Catering Men...
07:58

Catering: Sites and Rooms

This article is part of the Catering Module documentation.  Click here for more information on the Catering Module Catering Sites are event sites that are used in Catering Events.  Sites also exist within the Scheduling Module.  Click here for more inf...
16:36

Catering: Catering Events

This article is part of the Catering Module documentation.  Click here for more information on the Catering Module Catering Events are what drives all activity in the Catering Module.  Events are where your Catering Representatives will track catering ...
08:47

Catering: Catering Event Status

This article is part of the Catering Module documentation.  Click here for more information on the Catering Module and Catering Events Event Status The Status of a Catering Event is broken down in to five levels (plus 'Canceled')  Pr...
11:22

Catering: Catering Event Actions

This article is part of the Catering Module documentation.  Click here for more information on the Catering Module and Catering Events The 'Action' menu on the Catering Event record allows a User to perform numerous actions in preparing an...
15:04

Catering: Segments

This article is part of the Catering Module documentation.  Click here for more information on the Catering Module Catering Events have Catering Segments to separate multiple meals / segments throughout the event.  These are customizable fields that th...
08:05

R365 API Connector

Restaurant365 offers an API (Application Programming Interface) service. Through the R365 API, Third Party Services, such as Vendors, can connect to R365 to retrieve data as well as create and push data in to Customer databases. In order to access the R36...
07:52

Restaurant365 OData Connector

  Restaurant365 provides an OData connector that you can use to access your Restaurant365 data from within your OData reporting provider. These endpoints provide near real time data (within seconds) rather than previous day data. The following provi...
16:38

Connecting to the OData Connector via Excel

Users can connect to OData via Excel so that data can be pulled from R365, stored locally, and then ran in reports. Data can then be refreshed in Excel as needed through each saved query. This article reviews the following: Connect to the OData Conne...
16:38

Catering Reports Overview

Catering Reports focus in on the details of selected Catering Events to show the Status, Cost, Profit, and Invoices associated with each Event. Certain reports will also display the event information associated with a specific Catering Representative ...
14:35

Catering Commissions

The Catering Commissions Report pulls all of the Catering Event Information from the system to view the Total Amount, the percentage of Commissions, and the dollar amount of Commissions for each event. A listing of all events are displayed first indiv...
14:37

Catering Event Profitability

The Catering Events Profitability Report shows the Cost and Revenue of each event. Expanding the details of each event shows a further breakdown by Expense Category and how each category played a factor in the total profit of the event. Navigatio...
14:39

Catering Menu

The Catering Menu Report allows the User to select any or all Catering Menus to view the items that make up each menu, including their U of M, Quantity, Price, and Total Cost. The report parameters will even enable menus to display Location logos if s...
14:40

Catering Receivables Aging

The Catering Receivables Aging Report lists all Catering Customers who are past due on a payment. When each Customer row is expanded, a listing of all AR transaction numbers are hyperlinked to their AR transaction, allowing the User to view event tran...
14:41

New Scheduling Experience

Customers who are currently using R365's Scheduling Module and have not upgraded to the New Scheduling Experience are in for a treat! A free upgrade to the New Scheduling Experience and R365 App! To ensure that this process is as seamless as possible,...
13:51

Updating Bank Activity Provider Connection

Restaurant365 is integrating a new Bank Activity Service Provider to help strengthen bank connections, decrease processing times, and enhance User experience!  To prepare for this transition, it is crucial to remove your current bank connections throug...
14:18

Scheduled Maintenance

Restaurant365 performs regular maintenance to upgrade technology and services to ensure that your R365 experience is as smooth and secure as possible. Maintenance will also occur when new features are released to your database.  Maintenance notificatio...
14:30
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