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

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...
15:05

EDI Vendor: US Foods

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

EDI - AP Invoice Tax Inclusion

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

Troubleshooting EDI Imports

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

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

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. These endpoints provide near real time data (within seconds) rather than previous day data. The following provi...
16:38

Connecting to the OData Connector via Excel

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

Catering Reports Overview

Catering Reports focus in on the details of selected Catering Events to show the Status, Cost, Profit, and Invoices associated with each Event. Certain reports will also display the event information associated with a specific Catering Representative ...
14:09

Catering Commissions

The Catering Commissions Report pulls all of the Catering Event Information from the system to view the Total Amount, the percentage of Commissions, and the dollar amount of Commissions for each event. A listing of all events are displayed first indiv...
14:09

Catering Event Profitability

The Catering Events Profitability Report shows the Cost and Revenue of each event. Expanding the details of each event shows a further breakdown by Expense Category and how each category played a factor in the total profit of the event. Navigatio...
14:09

Catering Menu

The Catering Menu Report allows the User to select any or all Catering Menus to view the items that make up each menu, including their U of M, Quantity, Price, and Total Cost. The report parameters will even enable menus to display Location logos if s...
14:10

Catering Receivables Aging

The Catering Receivables Aging Report lists all Catering Customers who are past due on a payment. When each Customer row is expanded, a listing of all AR transaction numbers are hyperlinked to their AR transaction, allowing the User to view event tran...
14:10

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
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