The R365 Glossary provides explanations of multiple terms used throughout R365. This glossary is broken down by the following topics:



Accounting


TermDefinition
1096A tax form used to report nonemployee income to the IRS
1099-INTA tax form that is used to report interest income received from a Vendor
1099-MISCA tax form that is used to report any payments made to a Person or Organization that were at least $600, or at least $10 in Royalties or Broker Payments
1099-NECA tax form that is used to report nonemployee compensation
Accounts Payable (AP)An Accounting transaction that records a liability to pay a Creditor or Vendor and records the payment to the Creditor or Vendor to settle the debt
Accounts Receivable (AR)An accounting transaction that records a balance of money due from a Customer for services delivered but not yet paid and records the cash received from a Customer
AccrualA Journal Entry that records revenues or expenses when it is incurred, not when cash is exchanged
API ConnectorThe API (Application Programming Interface) Connector allows third party services to connect to R365 so that data can be submitted or retrieved
AutonumberingAn option to set a unique number sequence for certain transactions in R365
Balance SheetA financial statement that reports the Company's Assets, Liabilities, and Owner's Equity as of a certain date
BAI File TransmissionA direct connection with your bank so that your financial data is automatically pulled into your R365 system without any User intervention
Chart of AccountsA list of all accounts used for recording transactions and preparing financial reports
COGS (Cost of Goods Sold)The total cost attributes to the production of the goods sold. This includes raw materials, labor, and overhead
Cut OverThe process of closing out your last period in your legacy software and beginning a new period in R365. This occurs during Onboarding
Fiscal PeriodThe length of time covered by financial statements. This is usually determined in accordance with tax filings
GL (General Ledger) AccountA specific amount on the Chart of Accounts used for recording a transaction
InventoryThe list of items available to make finished goods available for sale
House AccountA Customer account that will later be invoiced for services/products received
JE (Journal Entry)The recording of a transaction on the General Ledger using debits and credits
Legal EntityAn organization or group of organizations that fall under the same Federal Tax ID
Non-Controllable ExpenseAn expense that is out of an individual's control. For example, Rent and Wages would be items that cannot be easily changed by a Manager
Operating ExpenseAn expense incurred in the course of normal business operations
P&L (Profit and Loss)A financial statement that reports the revenues and expenses recorded for a specific period. This is equivalent to an Income Statement
Paid OutsExpenses paid out directly from the cash register
Prime CostPrime Costs include direct materials and direct labor. Prime Cost may be part or all of the Cost of Goods Sold
Retained EarningsThe total profits that have been earned to date or from within a set date range
SpreadingSpreading a transaction across multiple periods
Statistical AccountsNon-financial accounts that track Operational information, such as number of tables/seats, square footage, and more. R365 includes two default Statistical Accounts that track Guest Count and Transaction Count, which are polled daily with the DSS
Trial BalanceA statement of all the balances of each GL Account on the Chart of Accounts at a point in time


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Operations


Term
Definition
AvT (Actual vs. Theoretical)A report that shows itemized Cost of Goods Sold and compares them to the theoretical Cost of Goods Sold
BOH (Back of House)Any Job in the restaurant that is not Customer-facing. Cooks and dishwashers are an example of back of house Employees
Burdened LaborThe cost of hourly/salary Labor and any taxes and benefits applied
CommissaryThis can be one of the following: a kitchen where food service providers can prepare and store food to be sold in another Location, such as a farmer's market, food truck, or retail shop, or a central distribution facility used to prepare and sell product internally and externally
CompAn item given to a Customer free of charge
Day PartsA breakdown of Daily Sales into segments
DiscountA reduction to the Sale price of the item that is less than 100%
DSS (Daily Sales Summary)A daily packet of data from the POS that contains all Sales, Labor, and Menu Items sold at each Location
EOD (End of Day)The time when the POS runs processes to close Sales for the day
FOH (Front of House)Any Job in the restaurant that is Customer-facing. Servers, bussers, and managers are examples of front of house Employees
Forecasted SalesThe projected Sales set by reviewing historical Sales and trends
Gift Card RedeemedA voucher used by a Customer to pay for a food purchase
Gift Card SoldA card that holds value placed on it by the Purchaser to be used for a future purchase at the restaurant
Ingredient YieldThe total output of a prepared ingredient
Item LocationUsed in Item Costing, item locations help to track costing information for an item
Measure TypeThe way in the which an item/recipe is measured. Options include: Weight, Volume, and Each
Menu ItemThe final product sold to a Customer as displayed on the Sales Ticket from the POS
Periodic InventoryThe type of Inventory completed in R365. This type of inventory accounts for raw goods that may not be completely used or that may be combined together. This type of Inventory takes Stock Counts more frequently
POS (Point of Sale)The machine that restaurants use to record a sale and accept payment
Purchased ItemThe items that are in your Inventory and counted on Stock Counts, used as Ingredients in Recipes, and reported on in 'My Reports'. One Purchased Item can be linked to multiple Vendor Items
Recipe YieldThe total output of a prepared recipe
Sales ItemAn item sold through AR Invoicing, such as wholesale items
Shelf to SheetA method of Organizing Inventory sheets to mirror store layout. This is also referred to as 'Sheet to Shelf'
SKU (Stock Keeping Unit)This identifies a specific item and pack size for a certain Vendor. Also referred to as a 'Vendor Item Number'
Split CaseAn alternative pack size offered by the Vendor for the same SKU, or Vendor Item Number
Stock Count (Inventory)The physical counting of raw materials or other items available for Sale
Stock Count Template (Inventory Sheet)A guide for the items/recipes to count per cycle
Unburdened Labor The cost of hourly Labor pre-tax and benefits 
UofM (Unit of Measure)A defined measure of quantity used as a standard for measurement
WorkflowsA chain of approval for specific transactions, such as AP Invoices and Journal Entries
Vendor ItemThe items purchased from a Vendor. These items should be entered in R365 and connected to an overarching Purchased Item
Vendor Item NumberThis identifies a specific item and pack size for a certain Vendor. This is also referred to as a 'SKU (Stock Keeping Unit'


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Technology


Term
Definition 
BookmarkA feature on a web browser that records the address of a website to enable quick access in the future
BrowserAn application that allows you access to the internet. R365 Users should be using Google Chrome when navigating to their instance
Cache and CookiesThe saved information from websites when using a browser. This enables webpages that were previously visited to load faster when they are visited next
CalendlyThe meeting tool used by Customer Success Managers to schedule online meetings
DatabaseA User's R365 system. Also referred to as an 'instance'
DomainThe first part of your R365 URL. For example, if your R365 URL was 'steakshack.restaurant365.com', your domain name would be 'steakshack'
DownloadThe process of transferring data out of an application, such as R365
FTP (File Transfer Protocol) FolderThe tool used to transfer files from one place to another, such as between a Vendor and R365
InstanceA User's R365 system. Also referred to as a 'database'
Monday.comThe board used to track your Organization's Onboarding progress
PollingPOS data that is brought in to R365
R365 Black AppThe R365 app that is used for Managerial tasks, such as taking Stock Counts, entering in transactions, and viewing Scheduling information
R365 Red AppThe R365 app that is used by Employees to view their Schedules and Announcements as well as enter requests
UploadThe process of transferring data into an application, such as R365. Also referred to as 'import'
URLThe address of a webpage. Example: domain.restaurant365.com
Zoom MeetingThe meeting tool used by R365 Implementation to schedule online meetings that allow for screen sharing between parties


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R365 Payroll


Term
Definition
Analytics TilesA box that displays informational, actionable, or pictorial representations of valuable data pulled from different consoles in the system
ConsoleA module or section of the software that focuses on a specific topic. R365 Payroll has five consoles: Employee, Payroll, Human Resources, Reporting, and Admin
eSELFSERVEThe portal that R365 Payroll Employees and Managers use to document their time punches, receive announcements, view documents, and more
Payroll BatchThe designated time worked for a pay period. Creating a Payroll Batch will ensure that Employees are paid accurately and on time


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Reporting


Term
Definition
Report ParametersThe selected variables that a report can be ran by
Report RoleThe access granted by an Admin User to view certain reports
Report SubscriptionsA subscription that, when created, will run and send selected reports to specific System and non-System Users
Report ViewA pre-selected set of Report Parameters that can be saved as a view for the report. A saved view can be selected for running a report


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General


Term
Definition
Left NavigationThe navigation pane that allows the User to navigate to a variety of lists, based on module
ModuleA section of the software that focuses on a specific topic. Modules can be navigated to via the Module selector, located above the left navigation pan
Primary Security RoleThe access granted to the User to view certain parts of the system
Secondary Security RoleAdditional access provided to the User to accomplish additional tasks and/or view additional features. Restrict Access Secondary Roles prohibit access to certain parts of the system and/or from completing certain tasks
Top RibbonThe top bar of an R365 instance that lists several menus where new records/transactions can be created


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