- Getting Started 2
- R365 Support
- R365 Knowledge Base
- Logging in to the R365 App
- Troubleshoot User Login Issues
- R365 Implementation Process (Accounting and Operations)
- Using R365 2
- R365 Navigation
- Address Verification
- AskR365 Beta 1
- Keyboard Shortcuts
- Attachment Viewer
- Working with List Views
- Working With Smart Grids
- Upload File
- R365 Academy Overview
- Using Restaurant365 in Other Languages
- R365 Mobile Language Options
- How to Import Excel CSV with Leading Zeros
- Submitting a Product Idea
- Create a R365 Support Center Login
- System Requirements
- Getting Started with Accounting
- Golden Rules of Accounting
- Phase 1: Getting Started & Discovery
- Phase 2: Money In
- Phase 3: Money Out
- Phase 4: Accounting Cutover
- Accounting Cutover Process
- Phase 5: Banking
- Phase 6: Payroll
- Accounting Onboarding to Adoption
- Key Accounting Reports
- Using Monday.com
- Exporting Data from QuickBooks®
- Export Chart of Accounts List From QuickBooks® Desktop
- Export Chart of Accounts List From QuickBooks® Online
- Export Vendor List From QuickBooks® Desktop
- Export Vendor List From QuickBooks® Online
- Export Customer List From QuickBooks® Desktop
- Export Customer List From QuickBooks® Online
- Pulling Data from QuickBooks® Desktop for R365 Migration
- Pulling Data from QuickBooks® Online for R365 Migration
- Completing a Crosswalk
- Getting Started with Operations
- Golden Rules of Operations
- Using Monday.com
- Preparation for Operations
- Phase 1: Items In
- Phase 2: Item Management and Transactions
- Phase 3: Inventory
- Phase 4: Recipes
- Phase 5: Scheduling
- Phase 6: Ops Onboarding to Adoption
- Operations Reporting Essentials
- Restaurant Operational Reports List
- Key Operations Reports
- Key Labor Reports
- Restaurant Manager Training Outline
- Building Great Habits
- Advantage Migration to R365
- Frequently Asked Questions 1
- How To Videos
- Release Notes
- Administration 2
- Administration FAQ
- Audit Log
- Autonumbering
- GL Export
- GL Types
- Import Tool
- Location Groups
- Beginning Balance
- Radar Imports
- Start of Day
- Fiscal Years
- Legal Entities
- Locations
- Payment Type Accounts
- POS Mapping Tool
- Preferences 2
- System Preferences: Accounts
- System Preferences: Location Reporting Categories
- System Preferences: AP Processing Email
- System Preferences: Miscellaneous Updated
- System Preferences: Location Additional Info
- System Preferences: Payments Updated
- Adding Your Organization's Internal Support Link
- Undeposited Funds
- Outbound Emails
- Email Settings: Common Webmail Provider SMTP Settings
- Repoll DSSs
- Sales Accounts
- Setup Assistant
- Users & Security
- User Setup, Security, and Location Access
- Security & Permissions
- Security & Permissions: Overview & Security
- User Roles: R365 User Role Descriptions
- Custom User Roles
- User Permissions: Permission Reference
- User Roles
- Report Roles
- Passwords
- Auto Log Out
- Authentication (MFA)
- Audit Access
- Generating a User Access Report
- Generating a Permissions Access Report
- Generating a User's Permissions Report
- Multi-Factor Authentication Method Enrollments
- Users
- Full Access User Role
- User Preferences
- Troubleshoot User Login Issues
- Accounting User Setup
- Operations User Setup
- Workflows
- Single Sign-On (SSO)
- Accounting 8
- Accounting FAQ
- Year-End Close
- Budgets
- General Ledger
- GL Accounts
- ASC 842 Federal Accounting Mandate
- Add a New GL Account
- GL Account Record
- Parent Accounts and Child Accounts
- Restrict Access on GL Accounts
- Disable Entry on GL Accounts
- Operational Reports Categories on GL Accounts
- Location Security on GL Accounts
- Report Settings on GL Accounts
- Budget Defaults on GL Accounts
- Statistical Accounts
- GL Types
- Entering Statistical Account Data
- Default Statistical Accounts
- GL Allocation Templates Overview & Security
- GL Allocation Templates: Create and Edit a Template
- GL Allocation Templates: Use a Template
- GL Allocation Templates: Allocation Calculator
- GL Allocation Templates: Mark as '(In)Active'
- Preset Allocations Overview & Security
- Preset Allocations: Create and Edit an Allocation
- Preset Allocations: Use an Allocation
- Preset Allocations: Mark as '(In)Active'
- Inactivate or Delete GL Accounts
- Journal Entries
- Daily Sales Summary
- Review a Classic Daily Sales Summary
- Approve a Daily Sales Summary
- Mass DSS Review
- Currency Conversion for DSS Data
- Troubleshoot a Daily Sales Summary
- Missing and Out of Balance Daily Sales Summaries
- Manually Delete a DSS
- DSS Paid Outs
- Paid Out Types
- Uploading Deposits via FTP
- DSS Validation Report
- DSS GL Account Mapping Report
- DSS Mapping
- Manage Undeposited Funds
- Map Refunds
- DSS Journal Entries
- Payroll Journal Entries
- Gross Sales vs Net Sales
- GL Accounts
- Fixed Assets
- Asset Classes
- Asset Categories
- Depreciation Method Definitions
- Convention Definitions
- CIP & Active Credit Offset Accounts
- Asset Record
- Asset Status
- Asset Actions
- Related Expenses
- Creating Assets
- Potential Asset List
- Fixed Asset Depreciation Form
- Fixed Assets Reporting
- Asset Tag Printout
- Adjusting the Acquisition Cost of an Asset
- Fixed Assets FAQ
- Delete a Fixed Asset
- Accounts Payable 8
- AP Center 1
- AP Transactions
- Memorized AP Transactions
- Documents to Process 1
- Documents to Process: Supported File Types
- Documents to Process: Upload Methods
- Documents to Process: Manual Upload
- Documents to Process: Uploading Files with AP Automation
- Documents to Process: Uploading Files via FTP
- Documents to Process: How to Process Uploaded Files
- Documents to Process: Log and Errors
- Documents to Process: Mark as Archived
- Documents to Process: Comments
- AP Capture AI
- OCR Mapping in AP Capture AI
- AP Capture Pro
- Documents to Process page Updated
- AP Capture: Labels in Review OCR Mapping
- Draft Transaction Sidesheet
- Resolve Documents With Issues
- Payment Runs 1
- Payment Runs Page
- Payment Run: Payment Date
- Payment Run Statuses
- Create a Payment Run
- Payment Run: Discounts from Early Payment
- Payment Run: Creating Payments
- Payment Run: Applying Credits
- Payment Run Overview
- Printing Checks
- Manual Payment
- Check Numbering in R365
- Paying Your Credit Card Bill
- Recording American Express AMEX Charges
- Payment Run Record
- Payment Run Approvals
- AP Payment Record Updated
- System Prompting to 'Save As' for Report / Check
- Vendors 1
- Vendor Record
- Vendors Page
- 1099 Setup and Management
- Updating 1099 Vendor Type
- Vendor Merge
- Payment Terms
- Paying Vendors by ACH Updated
- Enter a Vendor Credit Issued as a Check or ACH
- Fintech Refunds
- Add a Vendor Group
- Add 1099 Historical Data to a Vendor
- Prepare a Remittance Advice for an ACH Vendor
- Invoices
- Mass Invoice Entry
- AP Credit Memo record
- AP Invoice record
- Voiding a Transaction
- Credit Expected
- Use Tax Vendors
- Unassigned Vendor – Accounts Payable
- Autopay AP Invoice
- Document Date & GL Date
- Payment Hold
- Mark as Paid
- Priority Status
- Location Groups in Accounting
- Alternate Currency Entry
- Currency Conversion Factors
- Working with Currency Conversion Factors
- Partially Pay an AP Invoice
- Imports & Automation
- R365 Payments Service 4
- Getting started with R365 Payments
- R365 Payments Vendor Enrollment
- Pay Vendors with R365 Payments
- Enable a Legal Entity for R365 Payments
- Add or Remove a Bank Account
- Add or Remove a Vendor
- Resending Failed/Unsent Payments Updated
- Scheduling a payment run
- Rescheduling Scheduled Payment Runs
- Cancelling a Scheduled Payment Run
- To and From Addresses in R365 Payments
- Payment Methods Updated
- R365 Payment Statuses Updated
- Voiding a payment with R365 Payments
- Flow of Funds
- Security and Fraud Prevention with R365 Payments
- Self-Service Onboarding and Verification
- R365 Payments: Frequently Asked Questions (FAQ) Updated
- Troubleshoot an R365 Payment That Did Not Go Through
- AP Payment v Bank Expense
- Banking
- Bank Accounts
- Bank Record
- Direct Bank Connections: Re-Authenticating Connected Bank Accounts
- Bank Account Record
- Adding a New Bank Account or Checkbook
- Direct Bank Connections Overview
- Direct Bank Connections: Connecting Bank Accounts
- Direct Bank Connections: Bank Accounts with Multi-Factor Authentication
- Update an Account Being Use in CFR
- Bank Transactions
- Bank Reconciliations
- Bank Activity Overview
- Bank Activity: Update and Match Transactions
- Direct Bank Connections: Retrieve Bank Activity
- Bank Activity: Manual Import and Export
- Bank Reconciliation
- Bank Reconciliation Report
- Reconciling Credit Cards
- Bank Rules
- Rule Vault Overview & Security
- Rule Vault: Create a Rule
- Rule Vault: Edit a Rule
- Rule Vault: Mark as '(In)Active'
- Rule Vault: Default Matching Rules
- Bank Activity Page
- Bank Activity: Create AP Payment from Bank Activity
- Uncleared Bank Transactions
- Troubleshoot Bank Rules Matching
- Unreconcile a Bank Reconciliation
- Repoll a Reconciled DSS Entry
- Bank Balance vs GL Account Balance
- Where can I see my Bank Account Balance?
- Canadian Check Format Transit Numbers
- Preparing Amex Data for a QFX Converter Resource
- BAI File Transmission
- Positive Pay Overview & Reports
- Check Printing Setup - UNITED STATES Check Format
- Check Printing Setup - CANADA Check Format
- Check Signatures
- Creating a Check Signature
- AP Payment v Bank Expense
- Record an Expense Report
- Bank Accounts
- Accounts Receivable
- Transactions
- Smart Ops 2 9
- Smart Ops FAQs
- Smart Ops: Overview
- Stand-Alone Ops: Overview
- Home (Operations)
- Task Management
- Forms
- Dashboards
- Sales & Forecasting
- Forecasting
- Forecasting Page
- Projection Models and Forecast Metrics
- Import Sales Forecast
- Adjusting Forecasts
- Review Projection Dates Page
- Customizing Projection Dates
- Publishing Forecasts
- Forecasting Settings
- Forecast Configurations Tab
- Create and Edit Forecast Configuration Groups
- Labor Forecasting by Job
- Additional Forecasting Features
- Smart Labor
- Legacy Forecasting
- Daily Sales
- Sales Tickets
- Cash
- Menu Items
- Menu Item Categories
- Forecasting
- Food 4
- Orders
- Invoices
- AP Invoices Overview & Security
- Invoices & Credit Memos
- Link a Purchase Order to an AP Invoice
- Create an Invoice
- AP Invoices: Review and Approve Invoices
- AP Invoices and Credit Memos: Split View
- AP Invoices: Alerts and Unlinked Items
- AP Invoices: Vendor Entry Instructions
- AP Credit Memos: Review and Approve a Credit Memo
- Linking Unlinked Items
- Keg Deposits
- AP Credit Memos Overview & Security
- Editing AP Transactions from the Purchased Item Record
- Create a Credit Memo
- Manage Overhead Costs
- Invoice Templates
- Inventory
- Inventory Counts Overview & Security
- Counts
- First Inventory Count
- What items are being counted on my Inventory Count Templates?
- Inventory Counts: Create and Edit an Inventory Template
- Create and Enter an Inventory Count
- Inventory Counts: Add New Items
- Review and Approve an Inventory Count
- Inventory Counts: Print Count Review Report
- Inventory Counts: Copying an Existing Inventory Template
- Inventory Counts: Using Multiple Count U of Ms
- Generate an Inventory Count Using Theo on Hand
- Inventory Transactions
- Inventory Count Variance Review
- Barcode Scanning
- Third-Party Inventory Counts
- Troubleshoot a Missing Inventory Count
- Resume Inventory Counts
- Inventory Templates
- Periodic Inventory
- Beginning Balances Inventory Count
- Transfers 4
- Waste
- Donations
- Memorized Prep Logs
- Prep Log
- Food Admin
- Item Costing
- Units of Measure
- Item Categories
- Items
- Smart Ops Items: Overview & Security
- Purchased Items
- Vendor Items
- Location Groups in Smart Ops
- Vendor Items vs. Purchased Items
- Sell Only Items (Merchandise) Sold through the POS with Recipe Costing
- Fix Duplicated Purchase Items
- Delete or Deactivate a Purchased Item Record
- Update the Measure Type on an Item Record
- Troubleshooting Item Costing Issues
- Recipes
- Item Locations
- Ingredients
- Items (Classic)
- Recipes (Classic)
- Prep Stations
- Brand-Managed Items
- Commissary
- Manager Log
- Labor 1 5
- Scheduling 5
- R365 Scheduling Quick Start Guide
- Schedule Calendar 5
- Labor Forecasting
- Suggested Hours
- Cross-Day Shifts
- Restrict Scheduling Minors
- Scheduled Now
- Manager Tools
- Labor Rules Updated
- Labor Details
- POS Employees
- Tip Automation
- Scheduling 5
- Team 1
- Jobs
- Employees 1
- Employees Page
- Employee Record 1
- New Employee Checklist
- Merge Employee Records
- Employee App Access
- Employee Master
- Inactive Employee Records
- Create Employee Records
- Assign Accrual Rules to Employees
- Employees with Multiple User Records
- Employee Update Templates
- Employees Legacy Smart Ops
- Employee Record 2024-2025 Update
- Resolve an Email Address Already in Use Error
- Employees Classic
- Responsibilities
- Departments (Labor)
- Sites
- Document Library
- Workforce 7
- R365 Payroll Processing Calendar - 2024/2025
- Workforce Payroll Process Overview
- Workforce Payroll Routine - Click and Easy
- Departments (Workforce Payroll)
- Payroll 6
- Pay Runs 5
- Net Pay Shortfalls Updated
- Payroll Audit & Troubleshooting
- Payroll Corrections Guide
- Funding and Payroll Journal Entries
- Editing DSS Labor Punches
- Paycheck Runs
- Year End Checklist
- Workers Comp
- Employees For Workforce Payroll
- Policies
- HR Support Center
- Locations
- Settings 1
- Documents
- Hire
- R365 Hire Overview
- Hire FAQ
- R365 Hire Reports
- Recruiting Module
- Hiring Process
- Recruiting Dashboard
- Jobs Listing
- Applicants Listing
- Contacting Applicants
- Message Templates
- Hiring Steps
- Post a Job
- Refreshing Jobs 2024 Update
- Prescreen Questions
- Confidential Account Name
- Share a Confidential Job
- Applicant Profile
- Location Setup
- Interview Scorecards
- Careers Page
- System Settings
- Job Templates
- Recruiting Bilingual Candidates
- Job Profile
- Job Boards
- Writing a Compelling Company Description
- Indeed Best Practices
- Departments Setup
- Populate Employee Records into Workforce
- Autopilot
- Reviewing New Applicants Page
- Remove an Applicant
- Track the Careers Page
- Access Applicant Assessments
- Write an Effective Job posting
- Using Application Forms
- View and Evaluate Assessment Scores
- Setting Benchmarks for Assesments
- R365 Hire Paychex Integration
- Onboarding Module
- R365 Hire: Onboarding Dashboard
- R365 Hire: Onboarding Checklists
- R365 Hire: Checklist Categories
- R365 Hire: Onboarding Defaults
- R365 Hire: Assign Tasks
- R365 Hire: Editing Checklists
- R365 Hire: Cloning Tasks
- R365 Hire: Onboarding Notification Settings
- R365 Hire: Creating and Uploading Onboarding Forms
- R365 Hire: Employee Custom Fields
- R365 Hire: My Info
- R365 Hire: Using E-Verify
- R365 Hire: Onboarding Record
- R365 Hire: Employees Listing
- R365 Hire: My Tasks
- R365 Hire: Account Settings
- R365 Hire: Add New Users
- R365 Hire: Using the Work Opportunity Tax Credit
- R365 Hire: Rehire Process
- R365 Hire: Add a New Employee
- R365 Hire: How to Export Employee to Payroll
- R365 Hire: E-Verify Statuses
- Troubleshoot the Tasks Tab
- Reports 2
- To Do Checklist
- P&L Comparison
- Dashboard
- Ad Hoc Reports
- My Reports
- My Reports FAQs
- My Reports Setup
- Report Subscriptions
- Vendors Reports
- Purchased and Inventory Reports
- Purchased and Inventory Reports Overview
- Above-Store Actual vs Theoretical Analysis
- Actual vs Theoretical Analysis
- AP Invoice Distribution
- COGS Allotment
- COGS Analysis by Location
- COGS Analysis by Vendor
- Contract Violations
- Inventory Variance by Location
- Item Cost Analysis by Location
- Item Cost Percent Breakout
- Item Price Change Analysis
- Item Price Verification
- Item Transfer Details
- Paid Invoice Distribution
- Payables Invoice Distribution
- Period Purchases Analysis by Vendor
- PO to Invoice Reconciliation Report
- Purchases by Vendor
- Receiving by Purchased Item
- Stock Usage
- Theoretical On Hand
- Vendor Analysis
- Waste History
- Waste Log Form
- Weighted Average
- Donations Form
- Inventory Stock Count Detail
- Food Variance Report
- P&L Report v AvT Report
- Labor Reports
- Academy Progress Report
- ADP Alternate Export
- ADP Workforce Export
- ADP WorkforceNow Temp Cost Number Export
- Daily Labor Review
- Daily Roster
- EEO Report
- Employee Certification Report
- Employee Merge Report
- Employee Separation Report
- Employee Shift Sign Off Report
- F9 Segment Descriptions
- Labor Actual vs Scheduled
- Labor Actual vs Scheduled - Detail
- Labor Actual vs Scheduled - Punch Details
- Labor Break and Split
- Labor by Employee by Job
- Labor Hour and Rate Analysis
- Labor Payroll Review
- Labor Productivity Analysis by Week
- Labor Punches
- Minimum Wage Adjustment
- Minimum Wage Adjustment - Raw Data
- Overtime Warning Report
- Paychex Flex Time Export
- Paychex Payroll Alternate Export
- Paycom Payroll TAI03 File
- PTO Balance Report
- PTO Liability Report
- Punch Audit Report
- R365 Payroll Export
- Sales and Labor Budget Chart
- Sales vs Labor
- Worked Hours Export
- Shift Availability Report
- Weekly Labor Evaluation
- Deduction Audit Report
- Demographic Audit Report
- Financial Reports
- Financial Reports Overview
- Account Balance by Location
- Account Balance by Location Export
- Account Trx Summary by Location Export
- AP Accrual
- Asset Tag Printout
- Asset Value Report
- Balance Sheet
- Balance Sheet - Layout Format
- Blackline Export
- Cash Flow
- Restaurant Financial Reports List
- Cash Flow Side by Side
- Daily Sales Report
- Extended Daily Sales
- Fiscal Calendar
- Fiscal Year Error Check
- Fixed Asset Activity - Depreciation
- Fixed Asset Activity - Disposal and Retirement
- Fixed Asset Activity - Place In Service
- Franchise Invoicing Report - Summary View
- GL Account Detail
- GL Account Detail Export
- GL Account Detail with Legal Entity
- GL Account Detail with Legal Entity Export
- Net Sales By Daypart
- Profit and Loss
- Profit and Loss - Custom Date
- Profit and Loss - Layout Format
- Profitability Report
- Transaction Detail Export
- Trial Balance
- Working Trial Balance
- GL Account Drill-Downs
- Synexus Sales Tax Export
- Spread Memorized Transaction List
- Controllable Profit and Loss Mapping Guide
- Troubleshoot an Out of Balance Balance Sheet
- Troubleshoot a P&L Report Missing Budget Data
- P&L Report v AvT Report
- Banking Reports
- Sales Reports
- Sales Reports Overview
- Avg Gross Sales by Hour
- Avg Gross Sales Ticket Count
- Forecast Report
- Forecast Download Report
- Menu Item Analysis
- Menu Price Analysis
- Product Mix
- Product Mix - Year Over Year
- Sales and Prime Cost
- Sales Payment Analysis
- Server Sales Analysis
- Weekly Sales and Labor
- Advanced Weekly Sales and Labor
- Recipe
- Customers Reports
- Operational Analysis Reports
- Cash Reconciliation Export
- Cash Sheet Export
- Cash Sheet Report
- Daily Sales and Log Entries
- DSS Status Report
- Employees vs Guest Count Chart
- Flash Report
- Flash Report - Advanced
- Guest Check Transaction Detail
- Location Comparison
- Location Sales and Reg Labor
- Location Vital Signs
- Operations Overview
- Operations Scorecard
- Sales and Labor Breakout
- Sales and Labor Productivity Report
- Weekly Log
- Weekly Review - Location
- Weekly Speed of Service Report
- Recipe and Theoretical Reports
- Workforce Reports
- Commissary Reports
- Catering Reports
- Comparable Stores
- Fiscal and Operational Calendars in Reports
- Labor Differences on Flash Report vs P&L
- Actual vs Theoretical Analysis – Troubleshooting Variances
- Troubleshoot the AP/AR Aging Report
- Year Over Year Comparison Days
- Custom Financial Reports
- Custom Financial Reports: Writer Overview and Security
- R365 Custom Financial Reports Writer: Initial Setup
- R365 Custom Financial Reports Writer: Organizational Structure
- R365 Custom Financial Reports Writer: Building Reports
- R365 Custom Financial Reports Writer: Templates
- R365 Custom Financial Report Writer: Report Rows
- R365 Custom Financial Reports Writer: Report Columns
- R365 Custom Financial Reports Writer: Creating Reports
- R365 Custom Financial Reports Writer: Combination Reports
- R365 Custom Financial Report Writer: Running Reports
- R365 Custom Financial Reports: Assigning Reports
- R365 Custom Financial Reports Writer: Report Packages
- R365 Custom Financial Report Writer: Report Groups
- R365 Custom Financial Report Writer: Reports with Multiple Fiscal Year Structures
- R365 Custom Financial Reports Writer: Report Viewer
- Custom Financial Reports page
- Duplicate a CFR report
- Financial Dashboard
- Workforce Reports 2
- Unverified TIN Report
- W-2 Detail Report
- Unpayable Employees Report
- Payroll by Pay Period & Payroll by Pay Date Reports
- Employee Census
- Benefits and Deductions Report
- Payroll Accrual Report
- Garnishment Remittance Report
- Negative Balances Report
- Returned Payments
- Workers' Compensation Report
- I-9 Report
- Workforce: Paystubs Updated
- Funding Page & Funding Details Report Updated
- Form 8027
- R365 Mobile
- Upload Files via the R365 Red App
- R365 Mobile FAQ
- R365 Mobile App
- Announcements
- Accounts Payable (Mobile)
- Daily Sales
- Food
- Logbook
- Scheduling
- My Pay
- My Tasks
- Forms
- Notifications
- R365 Messaging
- Mobile Intelligence
- R365 Intelligence 3 1
- R365 Intelligence: Overview & Security
- R365 Intelligence FAQ
- Install the R365 Intelligence Excel Plug In
- Excel Plug-in Beta
- R365 Intelligence Glossary Updated
- Dashboards 2
- R365 Intelligence: Dashboard Views
- R365 Intelligence: Creating a Dashboard
- R365 Intelligence: Editing Dashboards
- R365 Intelligence: Report Drill Downs
- R365 Intelligence: Duplicating Dashboards
- R365 Intelligence: Dashboard Action Menu
- R365 Intelligence: Sharing Dashboards Updated
- R365 Intelligence: R365 Dashboard Masters
- R365 Intelligence: Purchasing & Receiving Dashboard Master
- R365 Intelligence: PMIX Dashboard Master
- R365 Intelligence: Sales Dashboard Master
- R365 Intelligence: Labor Dashboard Master
- R365 Intelligence: Intraday Dashboard Master
- R365 Intelligence Dashboard Subscriptions Updated
- Visualizations
- R365 Intelligence: Editing Visualizations
- R365 Intelligence: Adding Data by Existing Objects
- R365 Intelligence: Visualization Types
- R365 Intelligence: Attributes v. Metrics
- R365 Intelligence: Creating Attributes
- R365 Intelligence: Creating Metrics
- R365 Intelligence: Using Filters
- R365 Intelligence: Creating Element Groups
- R365 Intelligence: Adding Thresholds to Visualizations
- R365 Intelligence: Formatting a Visualization
- R365 Intelligence: Importing New Data
- Integrations 19
- POS Integration
- POS Integration Overview
- POS Integrations List
- Intraday Polling
- Schedule Writeback
- POS Menu Item Modifier Management
- Setting up POS Menu Item Modifier Management
- POS Integration Whitelisted URLs & IP Addresses
- Change POS Systems
- POS Integration Settings
- Using the R365 Connect Installer
- Completing the POS integration import template
- POS Data Export – File Guide
- POS New Build Request Form
- Vendor Integrations
- FTP Site
- R365 API
- Integrations page 18
- NDCP Integration 4
- Supplyit Integration Beta 3
- QuickBooks 10
- QuickBooks Online Integration Beta
- Data Push to QBO Beta
- Manage the QuickBooks Online Integration Beta
- Connecting Multiple QBO Instances to R365 Beta
- Manage QuickBooks GL Account Mapping Beta
- Manage QuickBooks Vendor Mapping Beta
- Manage QuickBooks Item Mapping Beta
- Manage QuickBooks Location Mapping Beta
- Manage QuickBooks POS Mapping Beta
- QuickBooks Mapping Screen Beta
- Smart Safe Integration
- PAR Brink POS Integration
- Ben Admin Integrations 1
- Payroll Integrations
- POS Integration
- APS Payroll 3
- APS 2025 Processing Calendar
- General
- APS Payroll Overview
- APS Payroll: Single Sign On
- Updating a User Record and Password
- User Setup for Payroll
- Print and Void Prepay Checks
- Admin Console
- Employee eSELFSERVE
- Manager eSELFSERVE
- APS Payroll: GL Account Mapping
- APS Payroll: Departments and Department Groups
- APS Payroll: Cross-Platform Mapping
- APS Payroll: Payroll Journal Entry Import
- Tracking Work Opportunity Tax Credit (WOTC)
- APS Payroll: Incomes Explained
- APS Payroll: How to Approve Incomes and Deductions
- APS Payroll: Deductions Explained
- Payroll - Contact Us
- APS Payroll: Check Void Requests
- APS Payroll: eSelfServe Two-Factor Authentication (2FA)
- Employee Console
- Payroll Console
- Human Resources Console
- Payroll Reporting Console
- APS Year End 3
- Year-End Procedures (APS Payroll)
- Final Payroll Submission Dates 2024 (APS Payroll) Updated
- Tax Form Deadlines (APS Payroll) Updated
- APS Common W-2 Adjustments
- Year-End Dashboard (APS Payroll)
- Year-End FAQ (APS Payroll) Updated
- Tax Form Edits and Distribution (APS Payroll)
- Import Box 12 Health Amounts (APS Payroll)
- Paperless W2s (APS Payroll)
- Print & Ship W2s (APS Payroll)
- Year-End ACA Reporting (APS Payroll)
- ExpandShare
- ExpandShare FAQ
- ExpandShare User Quick-Start Guide
- ExpandShare Product Updates 2021-2024
- Using ExpandShare
- Home (ExpandShare)
- Training
- Checklist
- Library
- Location
- Admin (ExpandShare)
- Company
- Training (Admin)
- Training Assets
- Create Trainer and Self Checks
- Add a YouTube Video to a Course
- Add Images to a Course
- Quiz Grading
- Create Screen Capture Videos
- Upload PowerPoint Files (PPTX, PPT)
- Add Text to a Course
- Create a Simple Voiceover
- Add Videos to a Course
- Add Questions to a Course
- Course Builder Best Practices
- Course Builder
- Course Builder Modules
- Learning Tracks
- Assignments
- Automations
- Marketplace
- Training Assets
- Checklists (Admin)
- Knowledge Base
- ExpandShare Integrations
- Channel Partners
- Other 1
- Print
- Share
- DarkLight
- PDF
June 29, 2020
R365 Accounting
Expanded Location Attributes
In an effort to better serve our customers, we are expanding the attributes users can assign to each location. The added attributes can be seen in the screen shot below. In future releases, users will be able to see how their restaurant locations perform in relation to others in their segment. This additional information will also help R365 make more informed decisions on feature releases.
Custom Financial Reports: Hide “$” and “%” symbols for each row
Users have more flexibility to customize their custom financial reports with the ability to hide “$” and “%” symbols for each row. For example, users can choose to show the “$” symbol on the first and last rows but hide the symbol for each row in between.
Custom Financial Reports: Show unapproved transactions on balance sheet and transaction balance reports
Users can now choose to show unapproved transactions on balance sheet and transaction balance custom financial reports. This feature gives users the flexibility to run reports that show unapproved transactions which can potentially affect ending totals in the near future. Click here to learn more about
Branded R365 system emails
Before this update, users received system emails that were not branded and were often confused with spam. In the current release, AP workflow emails will be branded and have clearer messaging. Other system emails, such as those generated by Custom Financial Report, will be rebranded in future releases.
R365 Scheduling
Forecasted sales from previous days
Before this update, the scheduler would show forecasted sales for future dates but not for previous dates. This update allows users to see forecasted sales from previous dates via a dialog box that appears when users hover over the actual sales for previous dates.
June 16, 2020
R365 Accounting
Docs to Process List View
Users can reduce the time it takes to process AP invoices with the new Docs to Process list view. Users can select a priority level for each document, assign documents to other team members, and add or resolve issues with each document. By toggling to the list view, users can sort and filter documents by priority level, assignee, or issue. Users can also bulk edit/delete/archive documents by checking multiple documents and clicking the “edit selected” button.
Upload Docs to Process using an R365 email address
Before this update, users had to manually create their own email address and manually link that address to the Docs to Process solution in order to upload documents via email. Restaurant365 is now providing a unique email address for each account. Users can now send documents to the provided email address and those documents will be automatically loaded to the Docs to Process queue. To prevent unwanted emails sends to the R365-provided email addresses, users will need to whitelist senders’ email addresses. Users can also indicate a desired location in the subject line of the email and in the file name of an attached document which will automatically assign the documents to a desired location.
Custom Financial Reports: Search bar to add reports to report packages
Users can save time when searching for a report that needs to be added to a report package. The search bar enables quick filtering by name rather than manually looking through a long list of reports.
Custom Financial Reports: Limits on GL detail for report packages
To prevent system lag, users are allowed to include GL details in report packages for a maximum of 100 days. If a user chooses to include GL detail and selects a “from” date that is more than 100 days before the “to” date, they will not be able to run the report package and will be presented with a tool tip that explains the limit and an alternative method for including GL details over 100 days.
Custom Financial Reports: Save Changes to Default Reports
When a Template is created, it will always have a corresponding Default Report for that Template. Previously, users could not save changes to Default Reports and could only create a new Report. With this update, users will now see the Save options on ALL Default Reports to save Settings, Filters, Org Unit selections, etc. on the Default Reports instead of needing to create a 2nd Report to save those settings.
June 4, 2020
R365 Accounting
Financial Report Writer - Report Packages
Report Packages allow for a combination of Reports and PDF documents to then be sent via email to designated recipients or downloaded to Excel. When adding reports to a new Report Package, Custom Financial Reports can easily be added via a Report Selection pane. Report Packages allow for unique User Views to be set and saved based on the desired Org Unit selections so that they can easily be shared across instances. Finally, GL Account Details can also be included in any Report Package by checking the 'Include GL Detail' checkbox when running the report.
Client Record
Client records are included in Channel Partner instances to allow Client information to be stored in each necessary instance. Once set, Clients can be assigned to each Location and then used as a variable in a Custom Financial Report Template Header and/or Column Header.
Mark as Paid Toggle - AP Invoice
The 'Mark as Paid' toggle can be turned on both before and after an AP Invoice is approved, as long as there is still an amount remaining on the invoice.
Open Transactions Tab - Vendor Record
The 'Open Transactions' tab of the Vendor Record includes notices that mark when an invoice is 'Past Due' or 'Due Soon' depending on if it is past due or within 10 days of the due date.
Profitability Report
The Profitability Report combines your monthly Costs with your Sales to show your Profit. This report also displays current weekly averages against your Profitability Targets to show your current numbers and the amount needed to reach profitability by the end of the month.
R365 Operations
New Dashboard with Delivery Widgets
Users now have access to widgets that allow profitability by Order Mode and Delivery Service (Uber Eats; Door Dash; Grub Hub; etc). Users can also drill into these widgets to see Top 5/Bottom 5 Items sold and their related profitability. A new integrated Mapping Tool also allows for quick mapping of POS imported Service Types into distinct Order Modes for use on the Dashboard.
New Product Mix - Year Over Year Report
A new report that shows current year versus prior year (same operational day) PMIX quantities and price and the resulting % up or down. Menu Item Categories are totaled as well so that users can easily tell which categories are up or down as a whole versus last year. Date Range and Multiple Locations are supported.
Import Historical PMIX
The Import Tool now has the option to import historical Product Mix information into R365 for use on the new Product Mix - Year Over Year Report.
May 18, 2020
R365 Accounting
Financial Report Writer: More Fonts and Expanded PDF Options
Users will now be able to further customize how their custom financial reports export to PDF. New options include paper size, page scaling, margin and footer options, center page, and page order. Additionally, users can now change the font. In addition to the standard Calibri font, users can now choose Arial, Tahoma, Times New Roman, and Verdana.
Financial Report Writer: New Org Unit Variable
Before this update, the org unit would always display in the same area within a custom financial report. Now, the org unit is treated as a variable, which means users have the flexibility to place the org unit value in any location they desire as well as omit it completely. Note: For all existing custom financial reports, the static org unit value has been replaced with a variable org unit in the same location to avoid any unwanted changes.
New User Role: Budgets
A new secondary role has been added so admins can give managers access to view and edit budgets, even if they don't have access to Accounting.
Vendor and Invoice Prioritization
Users can now better manage their cash flow by assigning a priority level to vendors and invoices. If a priority is set for a vendor, all new invoices from that vendor will default to the chosen priority level. Vendor priority options include high, standard, and low. Users can change the default priority level on individual invoices if needed. A “critical” priority level can be selected for invoices that need immediate attention.
New Columns for Vendor and Transaction Lists
New columns have been added to the vendor list and the AP transaction list. Users can now add a “payment term” and “state” column to the vendor list which allows them to see that information without having to open a vendor record. Users can also add “legal entity,” “due date,” “days till due,” and “aging status” columns to the AP transaction list so they can quickly determine which invoices are due and in how many days without having to run an aging report.
Manager Log
Health and Sanitation Task List
To help restaurants prepare for reopening, users now have access to an editable manager log task list with daily activities that promote health and sanitation as they start to allow dine-in customers. The editable template includes activities such as checking employee temperatures and ensuring physical spacing guidelines.
R365 Scheduling
Mobile App: Report Messages and Manager Auditing
Employees will now be able to report inappropriate messages sent via the R365 Scheduling mobile app. Managers will be able to audit the reports and take appropriate action.
May 6, 2020
R365 Accounting
AP Hold for Invoices
Before this release, users could put AP holds on specific vendors. This new enhancement allows users to place holds at the invoice level, giving restaurants better control over their available cash.
More Data in Bank Accounts List
The Bank Accounts List now has 4 new columns that can be added. GL Balance, Outstanding Deposits, Outstanding Payments, and Legal Entity columns help users better manager their cash flow.
New Standard Stat Accounts
“Guest Count” and “Transaction Count” will be standard stat accounts that can be automatically populated from a POS to a custom financial report. Users can use these stat accounts to calculate average check and average sales per guest without having to manually enter values.
Financial Report Writer: New “Report Date” Field
Users can now specify a report date for all custom financial reports. This enhancement gives users the ability to run reports that exclude transactions beyond the specified report date.
R365 Scheduling
Review Schedule Before Publishing
The R365 Scheduling system will now run a check before publishing a schedule. Users will be presented with any conflicts detected so they can correct any mistakes or publish the schedule being aware of potential conflicts.
April 22, 2020
R365 Accounting
Financial Report Writer Org Unit Search
A new search bar helps users find org units faster by returning results that match the search criteria, including org units that are hidden several clicks inside of parents.
Free Text and Variables for Financial Report Writer Headers
Report headers are now more flexible with the ability to use free text and variables such as:
April 15, 2020
Accounting
Enhancement to Report - Banking - Check Register can now be filtered by vendor
New Report - Adjusted Cash Balance - Summary and Detail of cash balances adjusted for outstanding items and details of undeposited funds.
Fixed - Fixed Assets - Place in Service date cannot be adjusted to an earlier date when a beginning balance of depreciation exists
April 1, 2020
Accounting
Enhancement - GL - Control Account - optionally mark an account to disable use in a manual journal entry
Enhancement - AP Invoice & Credit Memo - When changing the header location there is an option to not update the location of the detail lines entered.
New Report - Working Trial Balance - General Ledger account balance with net change and a separate amount of unapproved transactions
New Report - Fiscal Year Setup Errors - Quickly identify gaps and overlapping dates between periods
Operations
Enhancement - Copying an Item or Recipe now allows editing of Measure Type
Enhancement - Added Vendor Pack Size Description field for Sysco imported invoices on Vendor Item - more vendors coming soon.
Fixed - UofM automatically changing when selecting an item as an ingredient on a recipe
Fixed - AR Invoices now reference location cost where available
Fixed - Memorized POs can now be modified after copying
Scheduling
Enhancement - Added ability to turn on/off Smart Labor by Location
Enhancement - Added Location Name to Employee Form Punch Detail Grid
Enhancement - Schedule now can accommodate fractional hours on hour variance numbers
Fixed - Availability tab now functions correctly when importing employee records
Manager Log
Enhancement - Added Vendor Name to Daily Overview screen
Reporting
Enhancement - Custom Financial Reports - Combination Reports - a new Report Type that can include P&L and BS Accounts on the same Report
Enhancement - Custom Financial Reports - Page Breaks can now be added inside Row Layouts that will be applied when exported to PDF
Fixed - Imported Commissary Orders now appear on Consolidated Production Report