Accounting FAQs

How do I repoll a reconciled DSS Entry?
In order to re-poll a reconciled DSS, you will have to first reverse the steps it took to reconcile it. The steps below outline the process to complete this successfully.  Step 1: Open the Fiscal Period If the entry was made in a cl...
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How do I download my Chart of Accounts from R365?
You can easily download your Chart of Accounts from Restaurant365. To begin, click 'GL Accounts' under 'General Ledger' in the 'Accounting' module. This will populate the window with all GL Accounts. In the ...
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Why can't I delete a GL Account?
GL Accounts cannot be deleted from the system when they are used on a Transaction or Budget. However, if you are trying to delete a GL Account but are still receiving this error message, it can be due to the fact that the account is listed o...
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How do I know if my bank is supported by R365?
R365 supports the connection of several banks. To determine if your bank is supported, follow the process outlined below. Step 1: Manage Bank Connections Open up the Bank Activity window and click 'Manage Bank Connections'...
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How do I edit an approved transaction?
Transactions can easily be edited when they are Approved as long as the User has either the Full Access Primary Security Role or one of the corresponding Unapprove Secondary Roles. Click here to learn more about these Security Roles. Although...
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How do I delete a Fixed Asset?
Fixed Assets can only be deleted before they are fully active and can be depreciated. If this is not the case for you, contact your Coach or CSM for further instructions. Otherwise, follow the instructions below. Fixed Assets can be easi...
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How do I delete a Vendor Group?
Vendor records cannot be deleted in Restaurant365 if they are connected to any type of transaction. However, if you are in the Check Run screen and you want to cancel out of the Vendor Group filter, you can choose one of the following options bel...
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How do I merge GL Accounts?
GL Accounts cannot be merged in R365 due to the transactions that are connected to them. However, there is a way to adjust transactions from one account to the other so that only one account is used. To do so, you will need to move the transa...
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How do I view a list of my vendors, assets, menu items, and more?
All of the information entered into Restaurant365 is neatly organized in lists by module. You can adjust these lists to display the specific data needed for a quick view into list details. Viewing Lists Lists in R365 are organized b...
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What do I do if a printed check is damaged?
If you have printed a check that was damaged before being sent or while in transit, you are not able to reprint the same check due to security purposes. However, you are able to work around this issue by deleting and recreating the AP Payment/Ban...
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