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

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

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.  When an item’s cost isn’t automatically updating or is ...
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

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', or https://yourd...
08:12

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'll drop ...
22:16

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...
09:28

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 ...
11:37

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

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.  When an item’s cost isn’t automatically updating or is ...
15:04

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 a new item to an existing Stock Count?

Stock Count Templates can be modified easily at any time through the process listed below. Open the Stock Count Templates listing and double-click the desired Stock Count Template. This will open its record. Navigate to the Storage Locati...
11:15

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 update the measure type on a recipe?

The answer to this question is documented in "Adding a New Purchased Item".
14:53

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' so as to not allow them access to the system. To do this, navigate to the Emplo...
14:00

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 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

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...
11:01

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.  Within each legal entity, you can have a Financial Year different from an Operational Year if you want...
10:43

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 th...
10:32

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

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...
10:03

Location Record

Locations, like Legal Entities, are critical to both Accounting and Operations in Restaurant365.  Click here for more information on how to Create a New Location The Location Record is where the Location specific information for each Location resides i...
11:06

Add 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...
15:00

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

Location Reporting Categories

Location Reporting Categories are custom categories that are used for reporting and grouping your Locations.  You can create up to 10 User-defined categories that can then be assigned on Location records.  Some examples include: If your company is s...
13:42

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 to l...
15:30

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

Email Settings: Common Webmail Provider SMTP Settings

Various functions within Restaurant365 allow the User to email different records or transaction links directly from within R365. In order to utilize this Email functionality, an Organization must choose whether to use an R365 Outbound Email address or thei...
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

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 Accoun...
07:43

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...
09:05

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

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...
14:37

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

My Reports Overview

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 ...
09:57

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'.  Click here for more information about My Reports Alternatively, if all users will need access to 'All Re...
14:05

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...
10:43

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   Navigate to 'My Reports' by clicking on 'My Reports' in t...
09:48

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

Vendor Record

The Vendor Record is where the Vendor specific information for each Vendor resides in the system. Once you have opened a Vendor Record, the General Tab of the record will be displayed. In addition to the information found on the General tab, Vendor Ad...
07:43

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

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 after the POS Integration has been completed.  Each Employee record...
09:17

Employee Record

The Employee Record has various tabs to enter and review information about the Employee as described below.  Click here for more information on the initial Employee Setup. General tab This tab contains most of the information you setup for the Emp...
11:16

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 linked to the Employee Record by th...
15:48

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,...
16:20

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...
14:39

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...
14:24

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 Working with Lists Restaurant Operational Reports Sales Daily Sales Summary – Manager Purchases Entering Invoices At The Restaurant Location Manager Mass Invoice En...
17:35

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 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

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

AP Invoice Form

Inputting AP Invoices is relatively easy. To create a new AP Invoice, hover over 'Vendor' on the top ribbon and click 'Invoice'. A new window will open with the name 'Unsaved AP Invoice' AP Invoice Header 1)...
08:23

AP Invoice Form

  Inputting AP Invoices is relatively easy. This article focuses on how to create Invoices and include the Date(s) of Service if there's an Accrual for an Invoice. To create a new AP Invoice, hover over 'Vendor' on the top ribbon and cli...
08:23

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. To record an AP Credit Memo, hover over the ‘Vendor’ menu in the top ribbon and select ‘ Credit Memo’. ...
08:23

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. It may be something such as consulting services or rental of equipment. It is an item that you will add to an ...
15:17

Adding a 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...
12:55

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

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...
09:07

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

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 Accounts in Res...
07:42

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...
14:31

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...
10:06

Bank Activity

The purpose of the Bank Activity screen is to make it simple to match your Bank Statement to Transactions that have already been entered in to R365.  Bank Activity also allows an easy creation of new Deposits and Withdrawals based on data from your Ba...
10:38

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...
07:59

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...
08:53

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 '...
08:54

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 Reconcili...
08:54

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, ...
08:54

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 Budget Parameters Budgets can be created and saved with the following parameters: Current and fu...
14:47

Budgeting: Budget Screen

This article describes the Budget Screen in the Advanced Budgeting feature in Restaurant365.  Click here for more information on Budgeting. Budget Screen The Budget screen is where the budget can be viewed and updated.  The parameters that were set o...
09:20

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 Account Detail Screen To view and make updates to a specific GL Account, the User can right-...
15:21

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 ...
14:47

Daily Sales Summary for the Restaurant Manager

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 & Open Daily Sales Summary 3. Open the Daily Sales Summary and Review 'Totals' tab ...
08:38

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, set each...
13:01

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. This article discu...
15:01

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

Journal Entries Overview

Journal Entries can be manually entered, system generated, or imported in to Restaurant365. Security Users with the 'Accounting Manager' or 'Accounting Clerk' Security Roles will be able to create and save Journal Entries ...
09:40

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 templ...
14:41

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...
08:52

Importing Journal Entries

Journal Entries can be entered in to 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. ...
14:33

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 imp...
11:16

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...
14:21

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...
08:08

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...
08:08

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 instructio...
15:08

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...
13:40

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...
11:15

AP Imports: Manual Importing

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...
12:55

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...
08:22

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

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 y...
09:23

R365 Payments: Initial Setup

This article is part of the R365 Payments Service training.  Click here for more information on R365 Payments Service Prerequisites R365 Payments is an added service (fee) to your R365 Subscription and requires you to work with your Account Represe...
14:18

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...
14:31

R365 Payments: Adding a New Legal Entity

This article is part of the R365 Payments Service training.  Click here for more information on R365 Payments Service  This article is an excerpt from the R365 Payments Initial Setup article.  Please refer to the Initial Setup article for a full ...
14:59

R365 Payments: Adding a New Bank Account

This article is part of the R365 Payments Service training.  Click here for more information on R365 Payments Service  This article is an excerpt from the R365 Payments Initial Setup article.  Please refer to the Initial Setup article for a full und...
15:05

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

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...
15:32

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 additional...
16:19

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 t...
09:17

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...
08:56

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...
09:48

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 Writer.   ...
08:19

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...
11:39

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

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...
07:59

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...
08:58

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...
08:59

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...
07:59

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...
09:02

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...
09:02

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...
09:03

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...
09:03

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...
10:45

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...
09:53

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 t...
09:54

Menu Item Analysis

The Menu Item Analysis Report shows the margin and quantities of menu items that analyze the popularity and profitability of each menu item ranked against each others and return a category that has a call to action associated with it.  There are f...
09:54

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...
09:54

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...
07:58

1096 Form

The 1096 Form is a tax document that will display the totals of returns from 1099 Customers throughout the year. The information on this document is laid out to print directly onto a government issued 1096 Tax Form. Navigation To navigat...
10:01

1099 Form

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 ...
10:02

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...
10:04

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, invoices are hyperlinked to allow the Use...
10:05

Balance Sheet

Available in summary or detail, displays any legal entity (or combination of selected legal entities – totaled) in a single column. Can drill down into any balance to view transactions.
09:42

Balance Sheet - Location Side by Side

Available in summary or detail, displays selected legal entities side by side with a total column. Can drill down into any balance to view transactions.
08:34

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

Trial Balance

As of any date get balance of all accounts and drill down on any balance into the detailed transactions from which you can drill down into any transaction.
09:39

1099 & 1096 Overview

R365 offers the ability to track any 1099 eligible transactions by Vendor.  This is set on the Vendor record and is unique to each Vendor.  Refer to the following articles for more information on forms 1099 & 1096. Overview  The Vendor record h...
11:57

1099 - Electronic 1099 Export to tax1099.com

In compliance with changes to the tax filing requirements in the 2017 tax year, R365 has created the 'Tax1099.com Export' report available in 'My Reports'.  Tax1099.com is a third party service that allows you to eFile 1099 reports to m...
15:59

1096 Tax Form

Per the IRS tax code, certain vendors must be classified as 1099 Vendors. Having 1099 Vendors requires those purchasing from them to submit a 1099 tax form. A 1096 tax form acts as an additional informative document for the IRS. Form 1096 primarily contain...
14:28

1099 Tax Form

Due to tax filing changes effective for tax year 2017, R365 has created a new eFiling export for 1099 reports.  Please refer to the following article for more information on how to use this new report for Electronic 1099 Filing Restaurant365 can c...
10:41

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...
12:21

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 New 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 record ...
10:18

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. Setup These five records must ...
10:24

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...
14:38

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 Purchased I...
10:11

Stock Count Overview

Stock Counts (Inventory Counts) are essential in the Restaurant365 Operations Module.  Through the use of Stock Counts, Users can obtain an accurate snapshot of the inventory in their restaurants.  A completed Stock Count becomes the Inventory Journal...
10:59

Stock Counts: Create a Stock Count Template

Stock Count Templates are saved templates containing specific Inventory Items, sorted by a User-defined 'Storage Location' in a Shelf to Sheet (Sheet to Shelf) organization method. Storage Locations represent physical locations at the Restaurant ...
12:24

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

The Stock Count Record is where Stock Counts reside in Restaurant365.  Stock Counts are created from Stock Count Templates, either via your Browser, or via the Restaurant365 Mobile App.  This article will describe all of the fields that are located on...
13:32

Commissary Overview & Security

Overview The 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,...
15:44

Commissary: Commissary Template

This article is part of the Commissary Module documentation.  Click here for more information on the Commissary Module The Commissary Template is setup by the Commissary Manager or the Accounting Manager and is the template used to create Commissary Or...
15:23

Commissary: Items

This article is part of the Commissary Module documentation.  Click here for more information on the Commissary Module. Only Purchased Items and Recipe Items marked as Commissary Items will be available in the Commissary Module.  Click here for informa...
07:48

Commissary: Commissary Orders

This article is part of the Commissary Module documentation.  Click here for more information on the Commissary Module A Commissary Order form can be created to include the possible items needed for each Location. Ten days before the set delivery ...
11:59

Commissary: Commissary Fulfillment Transaction

This article is part of the Commissary Module documentation.  Click here for more information on the Commissary Module When an order is fulfilled, meaning the commissary has shipped the product and marked the order as fulfilled in the system, a Commiss...
15:29

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

The Purchase Order Module in R365 allows Store and Operations Managers to order Purchased Items from any Vendor in the database.  There is a Suggestive Quantity aspect to ordering that will suggest the amount of each product to order based on a '...
07:44

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...
07:44

Memorized Purchase Orders

This article is part of the Purchase Order Module.  Click here for more information and training on Purchase Orders Memorized Purchase Orders allows a User to create specific Purchasing Templates for individual Vendors.  These Templates can be sch...
12:44

Invoicing Purchase Orders

This article is part of the Purchase Order Module.  Click here for more information and training on Purchase Orders Invoicing a Purchase Order turns the Purchase Order into an AP Invoice for Approval and cost flow.  A Purchase Order can be Invoic...
13:39

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: S...
15:17

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

The Item Transfer form allows you to record Item Transfers between Locations. This will ensure your costs are transferred accordingly.  To review existing Item Transfer records, open the ‘Inventory Transactions’ list in the Operations module: ...
08:09

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...
07:58

Commissary Forecast

The Commissary Forecast Report forecasts how much food will be needed based on previous orders. A restaurant is more able to predict the amount of food to buy and prep when this forecast is ran. Navigation To navigate to the Commissary F...
08:58

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...
08:58

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 consolidate...
08:58

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...
11:48

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...
09:21

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...
09:21

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...
09:22

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 ...
09:28

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...
09:23

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...
09:35

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...
09:36

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...
09:36

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...
09:36

Recipe and Theoretical Reports Overview

Recipe and Theoretical Reports run the system to see the ingredients needed for Recipe Prepping, the Prep Logs used, and a historical database of the amount of food items prepped, which can help in forecasting how many items will be needed for future ...
13:32

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 Histo...
09:49

Prep Log

The Prep Log is a worksheet for Prep Cooks to see what recipe they should make and log the amount they made of each recipe. Each Recipe is hyperlinked to its Recipe record to easily view Recipe details or print the Recipe itself. Prep Logs are sorted...
09:50

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 Verific...
07:45

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...
14:48

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 ...
09:24

Flash Report

The Flash Report gives Users a consolidated report that provides several key metrics for each of their Locations, including Sales, Labor Costs, Discounts and Comps.  The Flash Report is located in the 'Op Analysis' section of 'My Report...
08:24

Forecasting

Forecasting is the window in the system where you can set a Sales Forecast by Location by Period and can enter daily values. This forecast can be referenced in the Business Analytics module in the Daily Sales Summary data set to compare to actual valu...
08:02

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...
09:18

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...
09:18

Custom Labor Forecasting: Schedule Calendar

To learn more about this feature, view the Custom Labor Forecasting Overview training article. When Custom Labor Forecasting is enabled, the Scheduler will include a variety of additional features that will shift its appearance. These features inc...
14:21

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...
07:42

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 ...
09:06

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...
08:22

R365 App (Red)

The R365 App (Red) is available for iOS and Android devices.  Click here for R365 Scheduling Employee Training Downloading the App The R365 App is available from the App Store for iOS and the Google Play store for Android.  It can be found by...
15:32

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 ...
15:22

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...
08:01

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 ...
09:10

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...
09:11

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...
09:11

Daily Roster Report

The Daily Roster Report shows a listing of the people who are on the schedule for a chosen day. This can be a great reference for shift Managers and even Employees to see who is scheduled at what time and for how long. Navigation To navi...
09:11

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...
14:54

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...
07:37

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, view the 'APS User Permissions Overview&#x...
07:37

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...
07:37

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 pa...
08:37

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...
07:38

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...
07:38

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...
07:38

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...
07:38

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...
07:39

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: ...
07:39

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...
07:39

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 ...
07:39

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&...
07:39

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

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...
07:39

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...
07:39

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...
07:40

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...
07:40

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...
07:41

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 ...
07:41

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...
07:41

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, ...
07:41

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...
07:41

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

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...
09:03

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...
08:35

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

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...
09:15

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...
08:59

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...
13:54

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

EDI Vendor Integration: Fintech

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...
07:37

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...
14:39

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 are adde...
15:57

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...
13:06

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...
09:57

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. ...
14:57

Franchisee Billing Process

This article is part of the Franchising Module training.  Click here for more information on Franchising Franchisee Billing is the process you can run to auto-create AR Invoices to bill each of your Franchisees for fees incurred in a specific date...
12:46

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...
10:32

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

Release Notes

September 8, 2020 R365 Accounting AR Aging Report: Sum by location - Control cashflow easier by seeing your accounts receivable by location. The AR Aging report now has a “sum by location” option that groups your receivables by location. For exa...
12:52

R365 API Connector

Restaurant365 offers an API (Application Programming Interface) service.  Through the R365 API, third party services can connect to R365 to retrieve data, as well as create and push data in to Customer databases. In order to access the R365 API Connector,...
09:39

Restaurant365 OData Connector

  Restaurant365 provides an OData connector that you can use to access your Restaurant365 data from within your OData reporting provider.  The following providers can be used with the R365 OData Connector: Domo Prophix Any Reporting Provider that...
15:45

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 ...
07:58

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...
08:57

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...
08:57

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...
08:57

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...
08:57

R365 Orientation Webinars for New 6+ Location Customers

Welcome to the R365 Family!    To begin the process of Onboarding, we have prepared the following Orientation Webinars that are designed to give you the information you need to hit the ground running in R365.  These Webinars will cover the following...
08:56

R365 Orientation Webinars for New 1-5 Location Customers

Welcome to the R365 Family!    To begin the process of Onboarding, we have prepared the following Orientation Webinars that are designed to give you the information you need to hit the ground running in R365. These Webinars will cover the following:...
08:58

Documentation Updates - Q3 2020

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description New 9/9/2020 R365 Financial Report Writer: Report Groups This feature is only available to Channel Partner Users...
09:42

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

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,...
14:45

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