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

Miscellaneous Tab Header 

1) Sales Tax Rate - Set the default Sales Tax Rate for AR Transactions. Sales Tax Rates for each Location can be set on the Location Record

2) PL Report Percent Of - Sets the default 'Percent of' option on all GL Accounts that have GL Types on the Profit and Loss statement. Click here for more information on Report Settings. System Default is 'Net Sales'. Options include:

  • Net Sales
  • Net Sales with COGS Detail

3) Employee Master - This setting determines where Employee information will be maintained. Click here for more information on Employee Master. Options include:

  • Restaurant365
  • POS
  • Payroll System (placeholder for future enhancements)

4) Bank Connect Customer ID - The Customer ID assigned for banking connections. Reference this ID in Support Tickets when issues arise with your bank connections

5) Discount Combined in JE - This POS setting will combine Sales and Discounts on the Daily Sales Summary Journal Entry.  Click here for more information on Discount Combined in JE

6) Advanced Close - This setting will enable Advanced Fiscal Close for all fiscal years in the system. Click here for more information on Advanced Close

7) Internal Support Link - An Internal Support Link where error messages reference and instruct Users to use this link to contact their organization's internal team. Click here for more information on the Internal Support Link

  • Note: This field is used in some integrations with other software

8) To Do Alert Emails - As an Accounting User, you can receive one email a day with a listing of all the flagged items from the To Do Checklist by entering in your email address. Ensure that the Alert Time (#9) and the Time Zone (#10) are also entered for when this daily email should be sent out. If you are using more than one instance, it is recommended to set up those alert emails as well so that you can view all tasks needing to be complete without having to log in to each instance

  • Note: Up to ten email addresses can be entered in this field as long as they are separated by a semicolon

9) Email Alert Time - This setting determines the time that the To Do Alert Emails (#8) are sent out daily 

10) Time Zone - This setting specifies the time zone of the Email Alert Time (#9) 

11) Use Restaurant365 to Send Emails - Check this box to send emails out of R365 without utilizing a third-party Email Provider. When checked, all emails will be sent out using ''. Click here to learn more information about Outbound Emails

12) Print AR Invoices From - Set the 'from' values on AR Invoices.  Options include:

  • Location
  • Legal Entity

13) Print Checks From - Designate where the 'From' or Origin Payer Information should be pulled from when Printing Checks

  • Legal Entity (default)
  • Location

14) Payment Type Separation - This POS Setting determines how Payment Types will be separated and assigned to GL Accounts.  Click here for more information on Payment Type Separation

15) Menu Item Separation  - This POS Setting determines how Menu Items will be separated and assigned to Recipe records. Typically this should be set to 'None' as most R365 Customers will not need to separate their Menu Items. For Customers that have multiple concepts with Menu Item Crossover, choose the setting that best suites the needs of your business. Click here for more information on Menu Item Separation. Options include:

  • None (most common)
  • Location
  • Legal Entity
  • *any Customer Location Reporting Categories

16) Sales Account Separation - This POS Setting determines how Sales Accounts will be separated and assigned to GL Accounts.  Click here for more information on Sales Account Separation

17) Duplicate Invoice Number - Set the system permissions for Invoices that use a previously entered invoice number (from the same Vendor).  Options include:

  • Allowed
  • Allowed With Warning
  • Not Allowed

18) Vendor Same Amount - Set the system permissions for same-day identical Invoice totals for the same Vendor. For Example:

  • Options Include:
    • No Warning
    • Warning
    • Prevent Same Amount

19) Account Lookup - Set the Account lookup for the system. Options include:

  • Name Only
  • Number first, then Name

20) Location Lookup - Set the Location lookup for the system. Options include:

  • Name Only
  • Number first, then Name

21) Asset Lookup - Set the Asset lookup for the system. Options include:

  • Name Only
  • Number first, then Name

22) Employee Full Name - Set the Employee Full Name lookup for the system. Options include:

  • First, Last
  • Last, First

23) Payroll Clearing - Set the Payroll Clearing Method for the System. Options include:

  • Per Location - Payroll clearing will only occur for the Location specified in the Payroll Journal Entry
  • Per Legal Entity - Payroll clearing will occur for all Locations that pertain to the Legal Entity in which the specified Location resides.  It is recommended that all Locations of a Legal Entity be represented on these types of Payroll Journal Entries
  • Per Common Payer - Payroll clearing will occur for all Child Legal Entities and their Locations that are listed under the Parent Legal Entity, or Payroll Common Payer. Click here to learn more about Payroll Common Payer
    • Note: If this setting is in place and multiple Payroll Journal Entries (for the same period) are entered representing different Locations that are part of the same Legal Entity, the Payroll Clearing Process will run as many times (for all Locations) as Journal Entries that are entered

24) POS Track Paidout - Checking this box will allow you to designate GL Accounts for specific Paid Outs that import into Restaurant365. These Paid Out Types can be mapped (the same way that Payment Type Accounts etc. can be mapped) to pre-assign the GL Account to the Paid Out on the Daily Sales Summary. Paid Out types will reside in the 'Paid Out Types' list view in the 'Administration' subsection of the Accounting Module.  Click here for more information about assigning Cost Accounts to Paid Out Types customers

25) Enabling Balancing Account - Check this box for the system to create a Journal Entry to balance out Daily Sales Summaries when they are out of balance. Once checked, this balancing Journal Entry can be manually assigned to the correct Sales Account. Learn more information about balancing Journal Entries here

26) Manager Log Visible to All Employees - Check this box to make the Manager Log Module visible to all Employees (Team Members).  If unchecked, only Employees with the following Permission will be able to see and access the Classic Manager Log:

  • Manager Log Classic → Daily Overview → View Calendar & Daily Overview

27) Display Accrual During AP Entry - Check this box to allow the Dates of Service to appear on an AP Invoice Form and AP Credit Memo. When displayed, a User can record expenses in the right period even though the Dates of Service may expand over multiple months

28) Enable Document Locking - Check this box for documents to be locked as they are entered into the system. While a User is entering in an AP Invoice or Credit Memo from the Documents to Process screen, the document will appear as 'Locked' in the List View to help avoid duplicate entries