System Setup

R365 Setup Assistant
Setup Assistant The R365 Setup Assistant is your quick-start tool to get R365 up and running.  The Setup Assistant has been designed for simplicity and ease of use.  When new Customers first log in to R365, they'll be greeted by the...
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R365 Theme Builder
To customize the User Experience, Organizations can set the color theme of the system.  The system comes with various saved color theme options to select from and new custom themes can also be created by the User. Access Theme Builder ...
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Fiscal Period/Year Setup
Fiscal periods must be setup for each year by creating a Fiscal Year for each legal entity.  Different legal entities can run on different fiscal years.  Within each legal entity, you can have a Financial Year different from an Operational Year i...
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System Preferences Overview
System Preferences can only be accessed by Users with the User Setup Security Role.  On the System Preference screen, various System-wide Account, Location, Email Automation, POS Integration, and Reporting settings can be adjusted.  Changes ...
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System Preferences: Accounts
The 'Accounts' tab resides on the System Preferences screen.  Click here for more information on System Preferences.  On the Accounts tab, System-wide Account settings are set.  The values provided in these settings will be used as the ...
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System Preferences: Location Reporting Categories
  The 'Location Reporting Categories' tab resides on the System Preferences screen. Click here for more information on System Preferences. On the 'Location Reporting Categories' tab, Users can create and define Location Repor...
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System Preferences: AP Processing Email
The 'AP Processing Email' tab resides on the System Preferences screen. Click here for more information on System Preferences. The 'AP Processing Email' tab of System Preferences lists an R365-generated email address ...
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System Preferences: Miscellaneous
The 'Miscellaneous' tab resides on the System Preferences screen and contains various system settings that effect how data is displayed, created, and updated throughout Restaurant365.  Click here for more information on System Preferenc...
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System Preferences: Location Additional Info
The 'Location Additional Info' tab resides on the System Preferences screen.  Click here for more information on System Preferences. Additional identifiers for a Location can be created on this tab of Preferences. These identif...
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Import Tool
Restaurant365 comes with an import tool which allows end Users to import many types of records, such as Vendors, GL Accounts, Items, Beginning Balances, Recipes, Item Locations, Vendor Items, etc.  These imports can create new records or update e...
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