Financial Reports | Restaurant365 Customer Center

Parent Accounts & Child Accounts

GL Accounts can have a specified Parent Account (effectively making them a Child Account). Parent Accounts allow users to group Sub-Accounts under one main Summary Account for subtotal and visual grouping on Financial Reports. To assign a Parent Account to a GL Account, select the Account Name of the desired Parent Account on the GL Account Record A Parent Account can have as many Child Accounts as desired. Restaurant365 will support up to four levels of Parent/Child Accounts. For example: 1) Labor 2) –> Hourly Labor 3) –> –> BOH 4) –> –> –> Kitchen Child Accounts will be indented … Continued

Location Groups

Location Groups allow you to create different sets of locations and then you can filter reports by those location groups instead of having to select locations one at a time on each report. To create a new group follow these steps Open the Location Group window under Administration – Location Groups in the top ribbon Type the group name in the box above the Location Group Name grid and click ‘Add’. This will add the new location group to the list. Click the name in the list to show which locations are assigned to this group in the grid on the … Continued

My Reports: Using ‘My Reports’

In order to view and run Reports found in My Reports, a User must first have a Report Role assigned to their User Record. Click here for more information on My Reports Using My Reports Navigate to ‘My Reports’ by clicking on ‘My Reports’ in the left nav area of any Restaurant365 Module. Report Category Tabs Each Report is grouped in to a Category tab within My Reports. Click on the tab to navigate to the category and see and run reports within that group. Additionally, a User can search the entire Reports list (regardless of which Report … Continued