On the System Preference screen, various System-wide Account, Location, Email Automation, POS Integration, and Reporting settings can be adjusted. Changes made on the Preferences screen are put in to effect immediately upon saving.


Security


The Permissions listed here are associated with System Preferences. These Permissions can be added to Custom User Roles or single Users. Learn more about managing Permissions and Custom User Roles here.

System Preference Permissions are found in the Permission Tree as follows:

  • Administration
    • System Setup
      • System Preferences
        • View/Edit Payments Contact
        • View/Edit AP Processing Email Settings
        • View/Edit Organization Structure
        • View/Edit Organization Structure
        • View/Edit System Account Selections
        • View/Edit Miscellaneous Preferences
        • View/Edit Location Additional Info
        • Location Reporting Categories
          • View/Edit Location Reporting Categories
          • Edit Location Category Values
          • Create Location Category Values
          • Delete Location Category Values

The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned.


Navigation


 

System Preferences can be accessed via the 'Administration' menu in the top ribbon in Restaurant365. Hover over 'Administration' and click 'Preferences'.


Accounts Tab



System-wide Default Accounts are set on this tab. Click here for more information on Accounts.


Location Reporting Categories Tab



System-wide custom reporting categories can be created on this tab, and then assigned on each Location record. Click here for more information on Location Reporting Categories.


Organization Structure Tab



This tab is only present when the R365 Financial Report Writer has been enabled for your database.  Click here to learn more about Organization Structure and how it relates to the R365 Financial Report Writer.


AP Processing Email Tab



Restaurant365 can monitor a specified email address for automatic imports of AP Transactions. Click here for more information on AP Processing Email.


Miscellaneous Tab



The Miscellaneous tab contains several different settings that will affect multiple features in Restaurant365. Click here for more information on Miscellaneous.

Location Additional Info Tab



Additional identifiers for your Restaurant Locations (such as Vendor Location IDs) can be created on this tab.  These identifiers can then be assigned on the 'Additional Info' tab of the Location Record.  Click here for more information on Location Additional Info.


Payments Tab



The Payments tab displays the status of and Users who will be contacted when issues arise with R365 Payments. Click here to learn more about the Payments Tab and R365 Payments.

  • Note: If R365 Payments is added on to your R365 plan, this tab will not be displayed. Click here to learn more about R365 Payments.