R365 Training | Restaurant365 Customer Center

Scheduling: Requests

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module In the scheduling module employees and managers can communicate about requests for shift trades, drops, time off, and claiming an unassigned shift. This can be done both in the mobile app and from the web browser. Each function will be described below and differences between mobile and web will be pointed out. Request alerts are sent view email or text or both, depending on the Preferred Contact Method field on the employee record. For manager alerts, the employee who receives those is the person … Continued

Scheduling: Mobile Features for Managers

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module Managers can do many of the scheduling functions from within the mobile app. Download the iOS or Android app from your app store to install on your mobile device. Login to the app for managers uses the same user login and password they use to login to through a web browser. Click the menu button (orange arrow below) to show all the options available to the manager in the app. Scheduled Now This is a quick view of who is … Continued

Add New Location

Location Records can be created via the Restaurant365 Setup Assistant. A User with the security role of User Setup will have access to the Setup Assistant via the Administration menu. Navigate to the Administration menu in the top ribbon and select ‘Setup Assistant’ Once loaded, navigate to the ‘Locations’ section in the ‘Organization’ tab and click the ‘Add Location’ button to open the New Location Form This action will open the New Location form where the User with then be able to enter the Location record information and then Save The Location record will now be … Continued

Setup: Organization – Welcome

Welcome to the Restaurant365 Setup Assistant! To start using Restaurant365, you will need to review and complete the required Steps of each Section in the Setup Assistant. To get started let’s review the navigation in our Setup Assistant window. 1) Header: The Header appears at the top of the Setup Assistant window. In the middle of the Header is the Setup Assistant title bar. To the far right is the Close button (X). You will only be able to close the Setup Assistant once all required Steps have been completed. You will be able to return to … Continued

Unapprove Button Disappeared

The unapprove option is available on approved transactions to users that have the Unapprove Security Role. For more information on security roles click here. If your user has the Unapprove user role and you are viewing an approved transaction, but do not see the Unapprove button, then that means that the transaction is in a closed period. For more information on closed periods click here. If you would like to unapprove the transaction then you would need to reopen the period in order to be able to unapprove and make changes to it. To reopen the period you would follow the … Continued

Check Run – Payment Date

The Check Run screen provides a User with a list of Approved AP Invoices. The User can then apply AP Credit Memos & Discounts, create AP Payments, print Checks, and produce ACH and Positive Pay exports for selected invoices. Click here for more information on the Check Run Overview The Payment Date field found on the Check Run screen dictates what date will appear on any AP Payments that are created on the Check Run. By default, the Payment Date will be set as the current date, however it can be adjusted as needed Payment Date field – Adjusting the Payment Date … Continued

Why Is This Showing up on My Aging Report?

Here are a few common reasons of why something might be showing up on your AP or AR Aging report when you don’t expect to see it there: 1. Check the Apply tab to make sure that transaction(s) are fully applied to it and that the amount remaining (circled in yellow below) is 0. 2. It is a negative invoice or credit memo. A negative invoice is a credit memo and needs to be entered that way, and a negative credit memo is an invoice. If these have been entered as negatives in the past, then they can be removed by … Continued

Move Account List From Quickbooks to Restaurant365

If you use Quickbooks and are now setting up Restaurant365, moving your account list over is easy. Just follow the steps below: In Quickbooks go to Reports – List and run the Account Listing report On this report click Excel at the top of the window and choose Create New Worksheet On the window that pops up select “Create a comma separated values (.csv) file” and then click Export In the window that pops up give the file a name and note where you are saving the file Account Numbers are required in Restaurant365 so if you weren’t using account numbers in … Continued

Reconciling Credit Cards

In order to reconcile a credit card, the credit card must be set up like a bank account so that you can create reconciliations for that account. For more information on setting up accounts click here. After you have set up the credit card as a bank account and have began to accrue activity, you will start a bank reconciliation for that account. For more information on bank reconciliations click here. The main thing to remember when starting a bank reconciliation for a credit card account, is that the credit card is a liability. Consequently, you will need to change the beginning and … Continued

Move Vendor List From Quickbooks to Restaurant365

If you use Quickbooks and are now setting up Restaurant365, moving your vendor list over is easy. Just follow the steps below: In Quickbooks go to Reports – List and run the Vendor Contact List report On this report click the “Customize Report” button in the upper left corner In the window that pops up, in the Columns box, select the following columns (and uncheck any others that might be selected). Be sure to choose this exact list of columns, then click OK Active Status, Vendor, Phone, Fax, Contact, Bill From 1, Bill From Street 1, Bill From Street 2, Bill From … Continued

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