ACH Reports

ACH Reports

Note: Although most Banks allow for ACH upload, please double-check to ensure your account type within your Bank allows for ACH uploading.   Restaurant365 recommends sending your Bank Representative a sample of the following available ACH Report Types.  The ‘ACH Export Default 1’ report is the National standard used by most Banks.      ACH Exports can be produced on the Check Run.  Click here for more information on how to Set-up ACH Payment Settings on the Vendor Record. In order to produce the ACH Export file, the ACH Report must first be assigned on the Bank Record.  Click here for … Continued
Item Costing

Item Costing

Overview: The system is equipped with multiple fields to help track item cost based on purchases and stock counts. This feature requires additional setup and maintenance elements. Setup There are  five different records in Restaurant365 that will drive item costing functionality: Vendors Units of Measure Purchased Items Item Location (Optional) Vendor Items (Optional) Vendors   On the vendor record the dropdown field named Entry can be set to ‘by Account’ or ‘by Item.’ If ‘by Item’ is selected then when invoices are entered for this vendor the item detail grid will display, if ‘by Account’ then the account grid will … Continued
Adding a Contact

Adding a Contact

You can add new contacts in Restaurant365 in various areas of the different modules. In most cases, your contact is related to a Vendor or Customer. If so, it is best to open the Vendor or Customer Record, and directly add the Contact in the Contact Section. Adding from this areas is the most streamlined approach, because it automatically links the Contact to a Record, and it auto-populates the address and phone information for ease of entry. To add a Contact click on ‘Primary Contact’ or type a value in to the Primary Contact field and then hit tab or enter.  This will … Continued