Email Settings: Common Webmail Provider SMTP Settings

Email Settings: Common Webmail Provider SMTP Settings

Various functions within Restaurant365 allow the User to Email different records, or transaction links.  In order to utilize the Email functionality, the Email Settings on the User Record must be completed.  The following is a list of Common Webmail Provider SMTP Settings.  Click here for more information on Email Settings in Restaurant365   
AP Automation Overview

AP Automation Overview

Overview AP Automation is a feature within Restaurant365 that allows an Organization to setup a specified Email address on the System Preference screen.  Restaurant365 will monitor this Email address via POP3.  Organization team members and Vendors can then send emails to that address with PDF invoices attached and those PDFs will be imported into the Documents to Process list.  Each separate Attachment will be imported as a separate Document to Process.  Additionally, supported CSV file formats will import automatically and create AP Transactions via EDI Security Users with the Secondary Security Role of ‘User Setup’ have access to ‘System Preferences’. … Continued
System Preferences: Miscellaneous

System Preferences: Miscellaneous

Overview 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 Preferences. 1) Sales Tax Rate – Set the default Sales Tax Rate for AR Transactions.  Sales Tax Rates for each Location can be set on the Location Record 2) PL Report Percent Of – Sets the default ‘Percent of’ option on all GL Accounts that have GL Types on the Profit and Loss statement.  Click here for more information on Report Settings.  System Default is ‘Net Sales’.  Options include: … Continued
System Preferences: Location Additional Info

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 identifiers will then be available on the ‘Additional Info’ tab of the Location Record as open text fields, as shown below:   System Preferences: Location Record:
Email Settings Overview

Email Settings Overview

Overview Various functions within Restaurant365 allow the User to Email different records, or transaction links.  In order to utilize the Email functionality, the ‘Email Settings’ on the User Record must be completed. The Email Settings tab contains the Outgoing Mail settings for the User’s email address (located on the General Tab). Security Each individual user within Restaurant365 can access and make updates to their Email Settings on their User Record.  Users with the Security Role ‘User Setup’ can access and manage other User’s Email Settings as well. Navigation To open your own person User record, hover over your User name … Continued
Attachment Viewer

Attachment Viewer

The Attachment Viewer is a feature in Restaurant365 where a User can elect to open an additional sidebar to view any attachments that have been uploaded to an AP Transaction within Restaurant365.  The Attachment Viewer is also utilized when Processing Documents to Process.  The two distinctions between viewing attachments with the Attachment Viewer and processing Documents to Process are as follows: The Attachment Viewer is opened by default when Processing Documents to Process, while must be opened manually on other AP Transactions A check box is present on each attachment page when Processing Documents to Process.  Additionally an ‘All’ checkbox in present … Continued
Documents to Process: Supported File Types

Documents to Process: Supported File Types

Documents to Process allows Restaurant365 Users to import various files for immediate processing, or processing at a later time. Acceptable file types include the following:   Document Files PDF File (.pdf) – Scanned Documents saved as PDFs / Original PDF Invoices Word File (.docx) – Scanned Images saved inside a .docx / Original Word Files (Note: .doc / Word ’97 files are not supported) Image Files JPG Image (.jpeg / .jpg) – Image files PNG Image (.png) – Image files CSV Files Supported Vendor Integrated .csv files will be imported directly to the All Transactions list, bypassing Documents to Process.  Please refer … Continued
Documents to Process: Processing Uploaded Files

Documents to Process: Processing Uploaded Files

Processing Uploaded Files Once documents have been uploaded via any of the Documents to Process Upload Methods, they will be accessible in the Documents to Process list view.  This list comprises all available Documents to Process that have been imported in to Restaurant365.  Currently, Documents to Process includes the options to process both AP Invoices and AP Credit Memos.  In place of the regular process of creating new transactions for each of the supported record types, the User would follow the steps described below: Step 1 – Navigate to the Documents to Process list view: Accounting Module -> Accounts Payable -> … Continued