Profit & Loss – Location Side by Side
Shows week, period, or YTD totals for any combination of locations side by side with a total column. Can drill down into any transaction to view source transactions.
Item Price Verification
Displays the average price paid for key items over a period of time and compares those to the contracted price and also the high and low for the time period. Use this report to ensure that the price paid for items is the same across all your stores
Business Analytics – Show Prior Year
To show the comparison of any report over the prior year(s), you need to include “Fiscal Year” in the columns. By the way, the prior year must contain data, to show the prior year. Fiscal Day, Week, and Period will be the same each year, so if you use Fiscal Year, Week, or Period as the column and then filter the report for a specific Fiscal Period, Week, or Day, that should give you what you’re looking for. In my example above I filtered to Week 40 and it shows the years side by side for week 40. You could also add a … Continued
P&L Comparison Screen
Overview The P&L Comparison Screen is a report found in the ‘Reports’ subsection of the ‘Operations’ module. Only Users that have been assigned the ‘P&L Comparison Screen’ security role will see and be able to run this report. What makes this report unique, is the ability for your Restaurant Managers to see and compare the P&L numbers to all other Locations in your Restaurant group. This is accomplished without granting those Users access to the other Locations and Data. The data that is returned is anonymized by replacing the Location Name / Number with a generic ‘Location #’ value. This … Continued
Profit & Loss Formatting
There are two aspects to Profit & Loss report formatting: Column layout Row format Which column layout you use is selected from the dropdown when you run the report. Column layouts are not customizable and examples are a column that shows period totals, another might show YTD, another might show locations side by side, etc. The row format is customizable by your organization and this article will describe the customizable options and the steps to customize it. Elements of Row Format on P&L GL Account – Accounts make up the majority of rows on the P&L. They will be indented different … Continued
Trailing 12 Month Report
Displays the previous 12 months profit and loss in columns as of the date chosen to run the report. May filter by location(s), legal entity(s), or concept(s). Can expand the columns to show % of net sales for each month
Item Theoretical Quantity Analysis
Items used totals for any span of periods, then broken down by locations. The report utilizes purchases, stock counts, and budgets based on the quantity of menu items sold (Pmix) to come up with a difference between actual and expected. It then breaks down how much of the difference is attributable to item quantity increases/decreases, waste & spoilage, and all other reasons. From this report the user can easily see where to focus time and energy tightening the control of food costs.
Print 1099 Forms
Restaurant365 can create and generate 1099 forms for your 1099 Vendors (Vendors you pay in excess of $600 in a calendar year). 1099 Vendor Setup To use the 1099 Form feature, the Vendor must first be established as a 1099 Vendor. To do so, open the Vendor Record, and navigate to the Vendor Additional Info tab. Select the correct 1099 box in the dropdown, and enter the Tax ID information for the Vendor. Click here for more information about Taxpayer Identification Numbers (TIN) from IRS.gov. Blank 1099 Stock 1099 Forms are available from the IRS free of charge (4 to … Continued
R365 DOMO Connector
& Restaurant365 provides a DOMO connector that you can use to access your Restaurant365 data from within DOMO. Before you can utilize the DOMO Connector, various settings must be updated by the R365 Support Team. If this setup process has not been completed, you will receive an authentication error when you attempt to login. Please reach out to R365 Support (support@restaurant365.net) in order to start, or troubleshoot the connection process. Authorized Users Any Active Restaurant365 User with the following Security Roles are permitted to use the DOMO connector: Accounting Clerk Accounting Manager Business Analytics … Continued
Profit & Loss – Period & YTD v Budget
Displays each of the periods in the year selected with a YTD total, YTD budget total, and a variance column. The budget can be selected and the report can be filtered for any location(s) or legal entity(s).