GL Account – Disable Entry

GL Account – Disable Entry

If a GL Account is going to be a true Summary Account, we can Disable Entry for the account.  The values in the account going forward will only be a sum of the Child Accounts that are associated with the Parent (disabled) Account. For accounts that have Disable Entry enabled, the Account Name / Number will no longer show up in any Account Selector dropdowns in the system.  The Account will be disabled for direct entry for all transactions (this includes importing Journal Entries that post directly to this Account). This is accomplished on the GL Account Record via a Check/Unchecked setting on … Continued
GL Account – Available To Managers

GL Account – Available To Managers

If non-Accounting users (Users with the security role of Restaurant Manager) need access to a GL Account, that Account must be flagged as Available to Managers.  As non-Accounting users do not have access to the Accounting Module, they will never see the General Ledger in its entirety, nor will they have the access to open a GL Account Record to view GL Transactions.  However, it will be necessary for Restaurant Managers to have limited access to some GL Accounts for Invoicing, and DSS Review For Accounts that have Available to Managers enabled, the Account Name / Number will be made available in … Continued
Print 1099 Forms

Print 1099 Forms

Restaurant365 can create and generate 1099 forms for your 1099 Vendors (Vendors you pay in excess of $600 in a calendar year). 1099 Vendor Setup To use the 1099 Form feature, the Vendor must first be established as a 1099 Vendor.  To do so, open the Vendor Record, and navigate to the Vendor Additional Info tab.  Select the correct 1099 box in the dropdown, and enter the Tax ID information for the Vendor. Click here for more information about Taxpayer Identification Numbers (TIN) from IRS.gov. Blank 1099 Stock 1099 Forms are available from the IRS free of charge (4 to … Continued
Payment Terms

Payment Terms

Payment Terms are used throughout Restaurant365 to specify the Terms in which a payment should be received.  There are five Payment Term Pre-sets that exist when the system is created.  Apart from those five payment terms, users will need to create and manage the Payment Terms necessary for their organization. Create Payment Terms To Create a new Payment Term, hover over Administration on the top ribbon, and click New Payment Term.  Additionally you can type in the name of a Payment Term in any Payment Terms selector boxes (on Customer, AP/AR Invoices etc.) and if the record does not exist, … Continued
Customer Record

Customer Record

The Customer Record is where the Customer specific information for each Customer resides in the system.  Once you have opened a Customer Record, the General Tab of the record will be displayed.  In addition to the information found on the General tab, Customer Additional Info, Customer related Open Transactions, Customer related All Transactions, Customer related Contacts, and Customer Locations are available to users.  Additionally, for those using the Franchising Module, Franchisee Additional Info will also be made available on Customers identified as Franchisee Location Customers. To add a new Customer, hover over the Customer tab in the top ribbon, and click New Customer.  This will open up a new tab with … Continued
DSS Journal Entries

DSS Journal Entries

For POS Integrated Locations, a Daily Sales Summary (DSS) file will be imported each day for the prior day’s Sales and Labor.  Click here for more information on the Daily Sales Summary.  In addition to the DSS file being imported each day, two DSS Journal Entries are created from the data on the DSS. DSS Journal Entry Walkthrough To demonstrate where DSS Journal Entries are located, how you can view them, and how you can update and approve them, please read the following walkthrough:   Record Locations: Daily Sales Summary Before any DSS Journal Entries will appear, the DSS must be imported.  This is … Continued
Day Parts

Day Parts

Day Parts, or Dayparting, is the practice of breaking up an Operations Day in to segments that can then be individually reported on.  Restaurant365 gives users the ability to create up to six Day Parts with their corresponding Names and Start / End Times.  Day Parts are created and managed on the Location Record.   Various Operational Reports allow users to run the Reports by Day Part.  Additionally, on the Daily Sales Summary (DSS), the Comment tab will contain Comment Sections for each respective Day Part of the Location, as shown below:     The final location where Day Parts are … Continued
Manager Daily Comment

Manager Daily Comment

Restaurant Managers have access to the Manager menu on the top ribbon in Restaurant365.  Currently there are two options on the Manager menu: 1) Daily Comment and 2) Employee Review Note.  As this menu is specific to Operations Managers, and not Accounting Users, only users with the Security Role of Restaurant Manager will see this menu in the top ribbon. Note: for the features in the Manager menu to function properly, Restaurant Managers must have a Default Location assigned on their User record.  If no Default Location is assigned, no comment boxes will appear on the Daily Comment screen.   Daily Comment … Continued
User Record

User Record

  The User Record is where all User specific information for each User resides in the system.  Once you have opened a User Record, the General Tab of the record will be displayed.  In addition to the information found on the ‘General’ tab, the ‘User Roles’ (security roles), ‘Locations’ and ‘Email Settings’ tabs are available to users.  Click here for more information on User Setup and Security. Note: Only Users with the Security Role of User Setup will have the ability to manage other User Records.  Individual Users will be able to perform limited updates on their personal User account.  User Role and Location access … Continued
Using Restaurant365 in other Languages

Using Restaurant365 in other Languages

Restaurant365 is currently only available in English.  To use Restaurant365 in another language, users have the option of using Google Chrome to translate English to their preferred language. You have two language settings you can alter using Google Chrome:  Your Browser Language, and the Display Language on the pages you view: Google Chrome Browser Language To change your Google Chrome Display Language please follow the steps outlined below, or follow the steps found on the Google Support – Change Chrome Language page. Open Chrome on your computer. In the top right corner, click the Menu icon . Click Settings > … Continued