FTP Site Overview

FTP Site Overview

Overview Restaurant365 provides a hosted FTP site for each Customer Database.  FTP stands for File Transfer Protocol and allows Vendors, as well as Restaurant365 Users to Upload acceptable files in to their Customer Instance of Restaurant365.  The FTP Site serves two purposes for Customers: Vendor Automatic Imports via EDI Documents to Process Uploads Each Customer Instance will have a unique FTP Site with unique FTP Credentials.  These credentials would have been provided to the project lead during the setup/implementation of Restaurant365.  Note: Please contact Restaurant365 Support for any inquiries regarding FTP Site Credentials   Security Any individual that has been provided the … Continued
Documents to Process: Uploading Files via FTP

Documents to Process: Uploading Files via FTP

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.  The recommended file format for use in Documents to Process is PDF.  Various Vendors will provide Invoices electronically (in PDF form) while other Vendors will only provide physical copies of Invoices.  When physical invoices are received, a User can utilize any scanning technology to produce a PDF scan of the physical invoice (Scanner used in conjunction with a Computer, Scanner/Copier, or various mobile … 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
AP Import Templates

AP Import Templates

Overview AP Transactions can be imported in to Restaurant365 using CSV templates.  Numerous Vendors are integrated with Restaurant365 and each provides a unique file format that can be imported.  Click here to see a list of Integrated Vendors Restaurant365 provides a Generic template that any customer, or non-integrated Vendor, can use to perform AP Imports.  Templates can be imported automatically via FTP, or AP Automation or they can be imported manually via the Vendor menu. AP Transactions can be imported by Item, or by Account. Templates