In this training, the steps to review the Daily Sales Summary (DSS) will be covered: 1. Close out the POS System 2. Upload Daily POS Data to Restaurant365 & Open Daily Sales Summary 3. Open the Daily Sales Summary and Review 'Totals&...

The Mass DSS Review makes it easy to review and approve several Daily Sales Summaries at once.  Hover over the 'Account' menu and select 'Mass DSS' to open the Mass DSS Review screen in a new tab Once the screen loads...

Restaurant365 Customers can have their Daily Sales Summaries re-imported easily, regardless of whether their POS Systems are Cloud or non-Cloud-Based. It is important to note that an existing DSS must be deleted before re-import. This art...

To manually delete a DSS file, a User must have the Primary Security Role of Accounting Manager or the Secondary Security Role of Master Record Delete.  Click here for more information on Security Roles A User with the requisite security woul...

Daily Sales Summaries are imported automatically via the R365 Connect Tool. A Daily Sales Summary (DSS) file will be imported each day for the prior day's Sales and Labor. If a DSS is missing, the R365 Connect Tool will continually scan the ...

For POS Integrated Locations, a Daily Sales Summary (DSS) file will be imported each day for the prior day's Sales and Labor. In addition to the DSS file being imported each day, three DSS Journal Entries are created from the data on th...

The Paid Out tab on the DSS is where designated 'Paid Outs' from your POS are displayed.  Paid Outs are automatically imported with your Daily Sales from the POS.  If a description was entered in at the time the Paid Out was record...

All Paid Out Types will be automatically imported from your POS into 'Paid Out Type' records. This feature allows you to pre-assign a Cost Account for a specific Paid Out Type. Then, in the future, as that Paid Out Type is used in ...

Some franchise owners have franchisees that use non-USD currency and need their Sales and Labor data reported on the DSS in USD. To aid in this conversion, an owner has the option to convert this current and historical data into USD Currency...

Daily Sales Summaries may be out of balance at times due to many reasons, including an incorrect or duplicated transaction entry or payments not processed at the time the DSS was polled. While not all POS Systems require that the Daily Sales...