General

R365 Support
  The R365 Support Center is your one-stop for: In-depth solution articles Sharing best practices in our Community Forums Managing open support tickets Reading up on our new features roadmap Chatting with a support rep Click her...
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R365 Academy Overview
  Welcome to the R365 Academy! This course-based learning tool may just become your best friend over the next few weeks as you dive into the world of R365. This lesson will focus on how to get the most out of your one-stop spot for Learning, t...
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Working with List Views
The different lists in R365 can be organized and saved based on each User's preferred format. Within these lists, different functions are also present to provide filters for searching and additional actions for the selections within a l...
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Default List View
Restaurant365 includes default list views that are designed to sort information by Approval Status and Date so that the most recent items marked as Unapproved are located at the top of the listing for accessibility purposes. Depending on the amou...
15:40
Closing a Period
Booking transactions dates is determined by the Closed Date on the Legal Entity.  Setting this date will mean no transactions can be Approved or edited with a date less than or equal to the Closed Date for any locations in that Legal Entity. User...
15:23
Advanced Close: Fiscal Year
The Advanced Close feature allows a User to lock and unlock fiscal periods with more precise control to better manage transaction entry. When set up, a User can view and maintain the status of all Fiscal Years in the Fiscal Year Maintenance ...
14:33
To Do Lists
The To Do Checklist displays various tabs with items that the system has flagged as requiring setup or attention.  If nothing is requiring attention on a specific tab, that tab won't be displayed.  The To Do List has the following tabs: ...
16:03
Upload File
Records throughout Restaurant365 have a button near the bottom of each page labeled 'Upload File'.  This allows the User to upload an attachment to that particular record. Uploading attachments to records can be very useful for...
13:48
Restaurant365 Mobile App
Various functions can be performed via a mobile device and the Restaurant365 mobile App available for iOS and Andriod devices. Please refer to the specific module training for more information on using the R365 Mobile App Scheduling on M...
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Restaurant365 Display Settings
Restaurant365's default list view can be modified and saved according to the User's desired layout. Even further, when the window display is small or includes a large announcement box, you can adjust the display to navigate your instanc...
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