Bank Withdrawal

Bank Withdrawal

  The Bank Withdrawal or Bank Expense form is used to create Payments to Non-Vendors and record Withdrawals directly from your Bank Account. No AP Invoice, AP Credit Memo, or Vendor Record will be associated with the Bank Expense. GL Accounts can be selected to separate and classify the expense amounts.  Bank Expenses are one of the several ways to create printable checks using Restaurant365.  Click here for more information on Printing Checks   Create a Bank Withdrawal / Bank Expense Hover over the ‘Banking’ menu in the Top Ribbon and select ‘Withdrawal’.  The Bank Expense form will then load in … Continued
Bank Transfer

Bank Transfer

  The Bank Transfer form is used to record the transfer of funds between an organization’s Bank Accounts. Restaurant365 does not initiate the transfer of funds with the bank itself. Transfers must be performed outside the system and then recorded in Restaurant365 using this form.   Create a Bank Transfer Hover over the ‘Banking’ menu in the Top Ribbon and select ‘Transfer’.  The Bank Transfer form will load in a new tab.   Bank Transfer Header Legend: 1) Number – The Auto-generated Number for the Bank Transfer.  Starting Numbers and Prefixes can be adjusted on the Autonumbering page 2) Transfer From – The Bank Account … Continued
Catering Overview & Security

Catering Overview & Security

Overview The Catering Module in Restaurant365 is a complete, integrated, catering solution for you and your organization.  Catering managers will be able to track events and their associated payments and tasks, catering representatives and their customer relationships, and manage and create catering menus and contracts with ease.  To activate the Catering Module, please contact your Sales Representative, or Restaurant365 support (support@restaurant365.net). To get started with catering, follow these setup steps: Request Access to the module by contacting R365 (Sales Rep or Support) Set User security access Catering Manager performs a one-time setup of Catering Settings Item Types – assign the … Continued
DSS Re-Import

DSS Re-Import

Re-importing Daily Sales Summary (DSS) Files Restaurant365 customers that are using a non-Cloud-based POS system have the ability to manually re-import Daily Sales Summary (DSS) files. Note: the following Cloud-based POS Systems are exceptions and require assistance from the Restaurant365 POS Integration Team to re-import DSS files: Brink Revel Square Clover Toast Breadcrumb For DSS re-import assistance with a Cloud-based POS please contact Restaurant365 Support and include the following details: Restaurant365 URL: https://groupname.restaurant365.net Location Name / Number: Date(s) of missing DSS(s):   Troubleshooting Before Re-import Before attempting to re-import manually, and before contacting Restaurant365 Support, please review the article Troubleshooting tips for missing DSSs … Continued
Location Setup and Overview

Location Setup and Overview

Locations, like Legal Entities, are critical to both Accounting and Operations in Restaurant365.  In this training we will review the Location record in detail.  Click here for more information on how to Create a New Location Jump to Section: Location List View Location Record: Overview Location Record: General Location Record: Default Accounts Location Record: Labor Estimates Location Record: POS Integration Settings Location Record: Goals Location Record: Day Parts Location Record: Breaks & Split Location List View Each Location in Restaurant365 will exist as a Location record, found in the ‘Locations’ list view, under the ‘Administration’ section in the Accounting Module.   Upon selecting the ‘Locations’ list view, you will … Continued
Upload File

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 audit purposes, and is especially useful for AP Invoices.  A user can attach a PDF version of an invoice to the actual accounting record of the AP Invoice.   Uploading a file To upload a file to a record in Restaurant365, click the ‘Upload File’ button on the record you wish to attach a file to.  This will open a file selector prompt, where upon selecting … Continued
Scheduling Overview & Security

Scheduling Overview & Security

  Overview The Scheduling module is a full scheduling software to manage Employee schedules.  There are two separate functions within the Scheduling module in Restaurant365: Manager functions: Restaurant Managers can create the schedule, send out text/email alerts to Employees for Scheduled Shifts, alert Employees of Open Shifts, manage Employee info (including uploading pictures and availability), sending out Announcements to Employees, and review the ‘Schedule vs Actual’ reports. Employee functions: restaurant Employees will most commonly access the Scheduling module through the R365 Mobile app.  Employees will also have access to a limited-use ‘Employee Portal’ that is accessed using a web browser.  Employees can check their … Continued
Documents to Process Overview

Documents to Process Overview

  Overview Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time.  This is different from the EDI process where invoice details can be imported from a CSV file.  Documents to Process exists for the instances when an importable CSV format of an Invoice does not exist, and transaction details must be entered by a User in to the system Benefits of the Documents to Process feature: Multiple AP / CM Transaction files can be … Continued
AP Automation: Gmail Settings

AP Automation: Gmail Settings

AP Automation 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.  Please refer to the AP Automation Overview for steps on how to set up AP Automation Using AP Automation with Gmail Many Restaurant365 Customers utilize Gmail or the … Continued
Importing Journal Entries

Importing Journal Entries

Journal Entries can be entered in to Restaurant365 various ways.  This article will discuss how Journal Entries can be imported through the use of .CSV templates.  Journal Entry templates can be imported using either of the following methods: Import and create one or more new Journal Entries Import Journal Entry Details in to a single existing Journal Entry The importing process for each method will be outlined below:   Method 1 – Creating New Journal Entries via Import Step 1: Obtain R365 JE Import Template To begin creating Journal Entries via Import, first obtain the R365 JE Import Template and Documentation files.  Click here for a … Continued