- 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
December 26, 2019
Operations
Enhancement - Item Transfers now update item costs when received
Fixed - Changing location on copied Memorized PO no longer removes items
Fixed - Commissary Order Form - locations and commissary locations now appear correctly based on user access
Fixed - Stock Counts - Quick Details not moving over to Stock Count Details in select situations
Accounting
Enhancement - Fiscal Years - An option to automatically add a 53rd week for 4/4/5 and 13-4 structured years when required to meet IRS guidelines.
Fixed - Banking - Clicking "Add" multiple times is creating multiple transactions.
Fixed - Fiscal Years - Periods are not immediately updating when making changes.
December 12, 2019
Operations
Enhancement - AP - Added Ability to resize Invoice Detail Columns - UofM Column now double width by default
Enhancement - Items - Transaction Tab Updates (Sorts Newest to Oldest Transaction; Added Vendor Item Code)
Enhancement - Item Costing - Added Transfers In to the Costing Calculations
Enhancement - Stock Count List View - Removed Hyperlink to Stock Count Template; Added Hyperlink to Stock Count
Fixed - Accubar Imports - Now use Item Location UofMs when importing (was defaulting to Purchased Item UofM)
Fixed - POs - Add All Vendor Items now adds all Vendor Items instead of the lowest number vendor code only
Accounting
NEW Advanced Close - The ability to open and close specific financial periods and modules
Enhancement - AP - Vendor Search includes vendor address on AP Invoice Form
Enhancement - AP - Vendor Address is displayed at the top of the Invoice and Credit Memo window
Enhancement - AP - GL Date is added to the Credit Memo and the screen layout now matches the AP Invoice
Enhancement - AP - Vendor Payment hold status is available in the vendor list view
Enhancement - Transaction Details - now includes Document Date, Location Number, Account Number. Date is renamed GL Date
Enhancement - My Workflows - now includes All Workflows tab, a single view of all active Workflows
Fixed - AP - Vendor Payment Terms updating to default unexpectedly when clicking elsewhere within the Invoice screen
Fixed - AP - Unable to modify a comment on an approved invoice.
Reports
Enhancement - GL Detail Report with Legal Entity - Increased performance
December 5th, 2019
Operations
Enhancement - Added Missing Paid Out Types to the To Do Checklist
Enhancement - Added ability to email out to multiple email addresses per vendor on Purchase Orders
Enhancement - Added "Received From Commissary" flag to Item Location Import
Enhancement - Prevent use of a Stock Count Template more than once in any given location on the same date
Enhancement - AP Transaction List View - Can now filter on the Missing Items column
Fixed - Stock Count sorting issue when assuming items at 0 quantity
Accounting
Enhancement - Prohibit Approve - secondary role designed to remove the ability to approve AP, AR and JE transactions from select users
Enhancement - Workflow Admin - secondary role designed to enable the ability to configure and make changes to the Workflow Setup page for non-All Access or User Setup users
Fixed - Banking - WFB Posi Pay is using vendor name instead of the check name
Fixed - Fixed Assets - Non-Intercompany asset location transfer creates an intercompany type of journal entry
Reports
Fixed - Check Register does not include transactions with the status of "Voiding"
November 7th, 2019
Platform
Enhancement - All Locations option added to the User Form
Accounting
Enhancement - Prohibit Delete - secondary role designed to remove the ability to delete AP documents and transactions from select users
Fixed - FA adding from potential asset screen is not updating the cost basis for depreciation
Fixed - BA reconciled deposits reverting to undeposited funds when activity is undone
Operations
NEW - Multiple Commissaries - Commissary Location can now be changed on the Commissary Order Form to order different products from different Commissaries.
Enhancement - AP Transactions List - Added column: Missing Items that displays a Yes when that invoice has missing items associated with it
Fixed - Export Count Sheet from Stock Counts now shows items added into the Stock Count screen
Scheduling
Enhancement - Publishing shifts or a schedule as a Restaurant Manager user now requires an additional secondary security role, 'Schedule Approval'. All Restaurant Manager users existing at time of release have been granted this role.
Reports
Update - AP Check Register - Added dates for matched and reconciled. Separated voided transactions from non-voided.
Update - FA Asset Value Report - Added the current period depreciation amount
Fixed - AP Accrual Report is not displaying all detail lines on an invoice
Fixed - Order Guide Report prints items in same order as the Purchase Order screen
Fixed - Receiving by Purchased Item Report now shows Transfers Out
October 31, 2019
Accounting
Fixed - AP 1099 amount does not update when the document amount is updated
Fixed - Bank Activity could show duplicates
Fixed - AP - GL Date warning showing incorrectly
Fixed - AR - Not able to invoice house accounts when the period is open
October 24, 2019
Operations
NEW - Commissary Order Import - Added Commissary Orders to the Import Utility to import multiple Commissary Orders with details simultaneously.
Enhancement - disabled ability to add an ingredient to a recipe with a 0% yield - tool tip added explaining this restriction
Enhancement - Location Record- Commissary Location Drop Down now filters to Location Type of Commissary
Fixed - Sending a PO via Shopping List now removes all 0 quantities before creating the final Purchase Order
Accounting
Enhancement - Workflow - Added ability to search by Vendor and by Location when creating Workflows on the Workflow Setup page.
October 16th, 2019
Accounting
Fixed - AP - Spread transactions are duplicating unexpectedly
Fixed - Bank Transfer dropdowns are inconsistent in operation
Fixed - AP - Grid shows incorrect due date
October 2nd, 2019
Accounting
Enhancement - AP - Expense Accruals (Dates of Service) can optionally be entered on a detail line of an invoice and credit memo
Fixed - AP - Check remittance is displaying the GL date and not the document date of a transaction
Operations
Fixed - Shopping List now maintains Alphabetical Sort when saving rather than reverting back to Manual
Reports
NEW - Accounts Payable Accrual - Payables transactions with dates of service are listed for review and possible accrual. Calculations are provided with amounts before and after the GL date of the transaction.
Enhancement - Menu Item Analysis Report now reports Item Location-specific costing for recipes
September 25th,2019
Operations
Enhancement - Stock Counts - Items can now be in the same Storage Location more than once
Enhancement - Refresh Cost button will reference Item Location cost when invoices are outside of 12 months old.
Enhancement - Commissary - Added Comments to the printed versions of Packing Slip and Fulfillment Report
Enhancement - Added warning if two users are logged into the same count at the same time on the web and one saves - there is a choice to overwrite data or cancel - this also prevents an item duplication issue that was happening in rare instances.
Fixed - Removed ability to add Recipes to Purchase Orders
Fixed - Commissary - Mass Fulfillment screen "Un-Fulfill" now working as intended
Reports
Enhancement - Flash Report has been broken out into 2 different Reports: Flash Report and Flash Report - Advanced. This improves performance and print-ability of both reports.
Fixed - Item Price Change Analysis Report - cost numbers now accurately reflected in all columns
Fixed - Item Transfer Details Report now works when run for more than one location
September 12th, 2019
Scheduling:
Clicking an employee's name or profile picture on the Schedule will open that employee's record. Clicking anywhere else on the employee's cell will continue to expand the row if the employee is assigned multiple shifts.
When the Schedule is set to Job view, the Jobs will now be ordered alphabetically for ease in locating a specific Job.
Schedules can now be deleted from the menu accessible via the gear icon. Select if only the shifts currently visible with the filters should be deleted, or if the entire schedule should be deleted instead.
September 5th, 2019
Accounting:
Enhancement - User Preferences now includes options of how a location is used on a new Journal Entry.
Enhancement - Detail and Distribution tabs will display the location number - name.
Enhancement - Report - Vendor Statement Reconciliation
Enhancement - Report - Vendor Analysis
August 28th, 2019
Operations:
Administration
Locations now have Location Type(Required Field) – Accounting Entity; Restaurant; Commissary
Item Locations will only be created for Non-Accounting Entity Location Types
Via Imports (Purchased Item and Item Location)
Via Toggle on Purchased Items
Via Setup of Item Location Manually (no option to choose Accounting Entities)
Location Types can be imported via the Location Import
Accuracy Improvements for Usage Per $1000 and Theoretical On Hand fields
Recipe Costing by Location Now Available
Item Locations must be turned on for this feature
Added Multi-Select Drop Down List on the Ingredient Tab of Recipes to compare costs across multiple locations
Prep (New Feature)
Prep logs can be created and approved
Items must be marked “Prepped” to utilize this feature
Prep Logs can be printed from the log screen
Ingredient Pull Lists can be printed from the log screen
Suggested Prep available based on Usage per $1000
Ingredients Tab displays all ingredients needed to create Prep Log
Prep Transactions can be found under the Inventory Transactions List View
Stations can now be created
Use stations to organize prep logs
Memorized Prep Logs
Templates can be turned into Prep Logs to speed up the Log creation process
Stored in the new Memorized Prep Logs List View
Report
Prep History
Run this report to see Prep History by item; location; or item category, over a date range.
Purchase Orders Updates
Added ability to Mark as Submitted without emailing an order
Added ability to Un-Submit a Purchase Order
Added Order Guide Report with key metrics to the Memorized Purchase Order
Suggestions based on Usage Per $1000 and Theoretical On Hand now Accurate
Various updates to the Purchase Order Report formatting
August 21st, 2019
Operations
Fixed - Ship/Set Qty Fulfilled now works as intended
Scheduling
When right-clicking on the Schedule to add a shift, the application now pre-fills as many values as possible (such as the Employee, Job, Date, etc.) from the row that was right-clicked.
When creating a new schedule from a prior week, the application now allows future weeks to be selected as long as they are prior to the week being scheduled.
When viewing the Manager Queue, the tab for each request type will display the number of open requests within that tab.
Additional small miscellaneous improvements to increase efficiency when adding and editing shifts.
Mobile (Restaurant365 "Red" App)
Employees will now receive push notifications when Schedules and Announcements are published.
All push notifications can now be tapped to navigate the employee to the source of the notification.
Location and Department Managers will now receive a text and/or email when their employees submit requests.
Employees can now view any Catering Site information present on shifts.
Employees can view their Time Punches from the Profile page.
August 14, 2019
Accounting:
Fixed - FA, Depreciation screen does not have all assets listed
Fixed - GL, Weekly Memorized Transactions are not Repeating
Fixed - GL, Memorized transactions do have the correct number of times to repeat when over 1,000
Fixed - AP, Saved check runs will use saved check numbers when more than one saved check run exists
Fixed - BR, Able to adjust the reconciled amount on bank expense and deposit
Fixed - GL, Spreads dated in the past do not generate until subsequent spread is created
Fixed - GL, Creating budget from prior year actual is not using the selected year
Operations:
Fixed - Item Location UofM no longer resets when clicking on the page
Fixed - Item updates no longer impact Distribution on Non-GL Posting Stock Counts
Reports:
Enhancement - Updates to Contract Violations Report
Added ability to roll up summary by Vendor
Added hyperlinks to items/vendor items
Added UofM Column
Added Total $ Violation Column for each occurrence
Split UofMs now function as intended
Fixed - Advanced Flash now shows Guest Counts for all day parts
August 7th, 2019
Accounting:
Fixed - AP, When opening the AP invoice screen the cursor is not active in the first field of location.
Fixed - Banking, able to use a disabled bank account in a "Mark as Paid" transaction"
Fixed - FA, Depreciation amounts are incorrect when recalculating when undo records are present
Operations:
Fixed - Refresh Cost button on Stock Counts will update from Purchased Item if location has no item location
Reports:
Enhancement - The 'Labor Actual vs Scheduled - Details' report now includes Prior Year Sales to allow year-over-year comparisons.
Enhancement - Add Vendor Item Number Filter and corresponding Column to Received by Purchased Item Report
Fixed - Not a Menu flag on Menu Item Links now filters those items off of Product Mix Report
July 31st, 2019
Accounting:
Enhancement - Fixed Assets, Prevent creating or updating a fiscal year when a legal entity has assets assigned to it.
Enhancement - AP, Add a user preference regarding the display of a location when entering an AP Invoice transaction.
Enhancement - Added the legal entity and account type fields to the import template and Setup Assistant.
Fixed - When importing AP Invoice the "import as approved" option is not working.
System Administration:
New Feature - Configurable Password Policy- Set up password requirements for users by User Role to implement the level of security that is right for your users.
The Password Policy by User Role allows you to set stricter password requirements for higher level users or however is best for your business.
Operations:
Fixed - Ship/Set Qty Fulfilled on Commissary Orders now fills in the Fulfilled Qty field
Fixed - Recipe Costing flows correctly now
Reports:
Enhancement - When run for one store, Menu Item Analysis Report is more compact
Fixed - OT is now present on Total Burden Calculation on Flash Report
July 17th, 2019
Accounting:
Enhancement - AP, Added dates of service to the AP Invoice screen to assist with identifying accruals
Enhancement - AP, AP Invoice Screen layout update with automatic updating of the GL post date to an open period
Enhancement - AP, Added a unique company name for 1099 reporting. Also added to the Setup Assistant and Import.
Enhancement - AP, A vendor can now be placed on a Payment Hold. Payments cannot be processed for a vendor on a Payment Hold
Fixed - Fixed Assets, Depreciation amount is not correct after a partial retirement
Fixed - Fixed Assets, Retirement journal entry is recording a gain/loss when a beginning balance of depreciation is on the asset record
Fixed - AP, Check memo added during check run does not appear on the check
Fixed - AP, discount taken on an invoice is not being deducted from the open invoice amount
Operations:
Fixed - Mobile App (Classic) - Vendors unavailable to managers now hidden
Fixed - Stock Counts - Items in multiple locations will now report the correct flag on the item review tab
Reports:
Enhancement - AvT Report - Added Ending Count Cost option - this will use the cost for every item as of the "To" count date specified on the report
Enhancement - Menu Item Analysis Report - Added a "No Category" option so that report can be run for Menu Items that aren't included in a Menu Category
Fixed - AvT Report - Removed Waste $ from Actual Usage % calculation
Fixed - AvT Report - Yield % from Ingredients on Recipes now calculates correctly
July 10th, 2019
Operations:
Enhancement - Stock Count List View will show name of Stock Count Template, even if that template was deleted
Fixed - Beginning Balance Stock Count will now close when using Save and Close or Approve and Close
Fixed - Line Items can now be added to Invoices that were converted from POs without first saving
Reports:
New Report - Operations Scorecard Report - Side by Side weekly summaries on key metrics for multiple locations
New Feature - Advanced Flash Report - Flash Report has an Advanced option to show even more data for each store - learn more here
Fixed - Subtotals now appear on Menu Item Analysis Report
June 27th, 2019
Accounting:
Enhancement - Add AP Invoice Posting Date to Import
Fixed - P&L accounts aren't available in running total field for GL type
Fixed - Bank Expenses importing with unexpected error
Fixed - AP Transactions grid not sorting as expected when filtered by unapproved
Fixed - Fixed Asset Import, location missing
Fixed - Credit Memos can be approved in the list view with unassigned items
June 20th, 2019
Accounting:
Fixed - AP Aging - Payments and Credit Memos applied to multiple invoices are reported incorrectly
Fixed - AP Aging - Sum by location not working
June 5th, 2019
Accounting:
Fixed - ACH/ADD using next check number
Fixed - AP transactions cannot use CSV file format
Fixed - Distribution on AR payment is updating when un-applying from invoice
Fixed - Importing transactions bypasses workflow setup
Fixed - Bank Activity matching is looking at at credits to undeposited funds
Fixed - Able to create ACH payments without a number
May 9th, 2019
Accounting:
Fixed - Able to set Payment Type on AR Payments
Operations:
Fixed - Mass Fulfillment in Commissary will now update costs
Fixed - Ingredient costing is now accurate when yield and portion uofms are not the same
Scheduling V2:
Enhancement - Shifts/Claim Trade now have Responsibility/Rating validations on approve action
Fixed - Removed empty departments from the scheduler drop down list
Fixed - SPLH goals on departments can now exceed 100
Reports:
Enhancement- Actual vs Theoretical Report
Updated Transaction Cost option
Sorting on any column independent of categories
Improved Performance
Fixed - Labor Actual vs Scheduled Detail - hours and $ values are now accurate
Fixed - AP Aging Issues
Fixed - Academy Management List
May 3rd, 2019
Reports:
Enhancement- Menu Item Analysis Report Updates
Added option for Weighted Average Column
Added location roll-up into totals
Can now sort on all columns
Enhancement - Item Price Change Analysis Report now drills into Receiving by Purchase Item report
Enhancement - Purchased and Recipe Items can be copied
Enhancement - Actual vs Theoretical Report will show Commissary/Catering/AR Sales
Fixed - Actual vs Theoretical Report Quantity Calculations are now accurate
Fixed - Item Price Change Analysis Report costing is accurate
March 28th, 2019
Accounting:
New Feature - Enhanced AP Invoice Entry
Faster Invoice Entry
Quickly populate an invoice by starting with a memorized template
Documents to Process now automatically refreshes after processing a Document
Confidently Delegate Invoice Entry
Set entry instructions per vendor that are viewable when entering invoices for that vendor
Managers able to review documents marked as duplicates before they are removed
Enhancement - You can now print checks using Location info in addition to Legal Entity
Operations:
Enhancement - You can now add a comment to Commissary Orders as you would on a Purchase Order
Fixed - Deactivated POS Employees no longer get imported to R365 on initial POS pull
Fixed - Commissary Orders are now showing the correct fulfillment cost
Other:
Fixed - User email addresses now accept underscores wherever they may be in front of the @ symbol
Accounting
Fixed - Cannot delete a Bank Direct Connect link to R365 bank account.
Fixed - Cannot assign a default bank to a Legal Entity.
Fixed - Able to approve Beginning Balance AP trx in a historical period while in list view.
Fixed - Checks not marked as printing in AP Transactions list.
Fixed - Posting Date column not displaying in AP Transactions list.
March 13, 2019
Accounting
Fixed - A manual beginning balance journal entry displays the correct label of beginning balance.
Fixed - AP aging report displays unapplied intercompany transactions to the correct legal entity.
Fixed - Removed additional quotes from Positive Pay (Default 1) export file.
March 6, 2019
What’s included in this release:
Accounting
New Feature - Workflows
Multi-level, user-defined approval process for AP Invoices and Journal Entries to go through 1-10 levels of Approvers before posting to the General Ledger.
Workflows Feature Highlights
2 New Pages!
Workflows Setup Page:
AP Invoice Workflows are set up based on the Location, Location Reporting Category, Vendor and Amount.
Journal Entry Workflows are set up based on the Created By User and Amount
Workflows can be set up through an import or directly through the web-page
My Workflows Page:
A tab where Approvers can view/approve transactions currently pending their approval
A tab where Approvers can view/approve transactions currently pending approval of a user before them in a Workflow
Updates to the AP Invoice and Journal Entry Pages:
Workflows History Tab - Tracks and displays workflow approval or denial actions with the user, date and reason (if applicable)
Workflows Status - Options are: Approved, Pending Approval, Researching, and Work Needed
Approvers can add notes, tasks, or send emails or texts to communicate about workflow transactions
Alert me when approved - Users can choose to be alerted with an email when a transaction has reached final approval
Daily email sent to approvers regarding their transactions
January 25, 2019
What’s included in this release:
Accounting
Enhancement - Additional Location numbers can now be added for each Location on a Vendor record. This is for Vendors that define unique identifiers for locations.
Enhancement - The check run screen has an additional filter utilizing the reporting category(s) assigned at the location level.
Operations
New Feature - Purchase Orders can be created for multiple vendors using a single list of items
Feature Highlights
Added Shopping List form to organize items into a “Shelf to Sheet” list
Ability to select items from multiple vendors for order creation in a single screen
Added Shopping List functionality to the Purchasing Assistant
January 9, 2019
What’s included in this release:
Accounting
New Feature - Bank Direct Connect - Allows users to connect their Bank Accounts with R365 in order to directly download Bank Account activity.
Saves Time – Access and Retrieve bank information from within R365. No need for a manual file import.
Increases Accuracy – No bank exports, scrubbing of files and importing needed, minimizing the opportunity for error.
More Secure – Encrypted connection and no need to share passwords.
Feature Highlights
Support for thousands of local and national banks.
Set it once and forget it.
No need to leave R365 to get banking information.
Table of contents
- December 26, 2019
- December 12, 2019
- December 5th, 2019
- November 7th, 2019
- October 31, 2019
- October 16th, 2019
- September 25th,2019
- September 12th, 2019
- September 5th, 2019
- August 28th, 2019
- August 21st, 2019
- August 14, 2019
- August 7th, 2019
- July 31st, 2019
- July 17th, 2019
- July 10th, 2019
- June 27th, 2019
- June 20th, 2019
- June 5th, 2019
- May 9th, 2019
- May 3rd, 2019
- March 13, 2019
- March 6, 2019
- January 25, 2019
- January 9, 2019