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

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) 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

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

  • Location
  • Legal Entity

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

  • Legal Entity (default)
  • Location

9) 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

10) 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 Enterprise level Customers that have multiple concepts with Menu Item Crossover, choose the setting that best suites the needs of your business.  Options include:

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

11) 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

12) 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

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

VendorDateTotal
Sysco1/17/20171254.52
Sysco1/17/2017
1254.52
  • Options Include:
    • No Warning
    • Warning
    • Prevent Same Amount

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

  • Name Only
  • Number first, then Name

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

  • Name Only
  • Number first, then Name

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

  • Name Only
  • Number first, then Name

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

  • First, Last
  • Last, First

18) 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.
    • 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

19) POS Track Paidout - Check this box to Import Paid Out types in to 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
20) 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 'Manager Log User' security role will be able to see and access the Manager Log

21) 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