FAQ | Restaurant365 Customer Center

Restaurant365 Display Settings

When the browser window is too constrained to properly display all of the menu options in Restaurant365 ribbon, the ribbon will collapse in to a selectable menu to conserve screen space. This is by design and is a result of Restaurant365’s responsive design. To display the top ribbon in its entirety, one of three things must occur: 1) The browser window must be resized 2) The visible area zoom in the browser must be altered 3) The resolution settings on the end user’s computer monitor must be adjusted The recommended resolution settings for the use of Restaurant365 are to use a minimum of … Continued

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

Troubleshooting Missing Daily Sales Summary

Missing Daily Sales Summary In the event that the Daily Sales Summary (DSS) does not automatically import, following the close of the preceding daily sales, try the following steps before contacting Restaurant365 Support: 1) Ensure that the Back Office Computer is running 2) Ensure that the Back Office Computer has an active internet connection If the computer was off, or the internet was down, the auto-import tool cannot run. Continue to the options listed below Options: Manually import the Daily Sales Summary via the Restaurant365 Auto-Import Tool Note: This option is only available on Non Cloud-based POS … Continued

Setting Up ‘My Reports’

This training will walk you through the necessary steps for setting up the ’My Reports‘ page. The ’My Reports’ page provides a more customized report list for each user. Now, accounting administrators can create a favorite reports list that will include reports that are most often used by their company. The ‘My Reports’ view benefits include: Providing a shorter list of the reports users use the most frequently Location managers can now see reports that were before included on accounting only reports All newly published reports will be available in the ’My Reports’ page STEP 1: In any module (except Franchising), … Continued

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

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

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

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