Operational Reports | Restaurant365 Customer Center

Labor on Flash Report vs P&L

Depending on how the POS integration is setup, labor on the flash report may not equal labor on the P&L report. Here are some tips to understand possible reasons they differ: Possible Reason #1 (and most likely reason): Actual payroll differs from daily POS imported labor accruals The Flash Report is based on daily imported data from the POS. It doesn’t include other adjusting journal entries made directly to GL accounts. One journal entry most companies enter that hits payroll accounts is the actual payroll journal entry. Most companies import labor daily from the POS which creates a daily labor accrual entry … Continued

My Reports Overview

Overview My Reports is the home to all reports in Restaurant365. Reports are sorted and displayed on tabs that group the reports together, including User defined ‘Favorites’. In order to view or access any report, a User must first be assigned to a Report Role that contains the specific Report. Users will not be able to view, or run, any Reports that are not part of that Users’ Report Role. Report Roles can be created and managed by an administrator and can be assigned to as many or few Users as needed. Security Users with the security role of … Continued

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: Assigning Report Roles

Report Roles grant access to specific Reports found in ‘My Reports’. Click here for more information on My Reports Assign Report Roles Report Roles can be be assigned using two different methods: Manually on the User Record Using ‘Mass Role Update’ Assign on User Record User Records are located in the ‘Users’ list in the ‘Administration’ subsection of the Accounting Module. Open the User Record of the User that will have the Report Role assigned and navigate to the ‘User Roles’ tab. User Report Roles are located in the section located to the right of the tab. … Continued