Security Role Descriptions

Security Role Descriptions

Security Roles in Restaurant365 determine the access a User has in Restaurant365.  Security Roles are broken down by two types: Primary and Secondary.  Each User must have a Primary Role to be able to log in to the system.  Additional Secondary Roles can then be applied as needed to grant the User additional system access (additional modules, screens, features, menus etc.).  For steps on how to assign Security Roles to Users, please refer to the User Setup, Security, and Location Access training. Primary Roles Accounting Manager – Access to almost all functions in the system.  It includes access associated with … Continued
User Record

User Record

  The User Record is where all User specific information for each User resides in the system.  Once you have opened a User Record, the General Tab of the record will be displayed.  In addition to the information found on the ‘General’ tab, the ‘User Roles’ (security roles), ‘Locations’ and ‘Email Settings’ tabs are available to users.  Click here for more information on User Setup and Security. Note: Only Users with the Security Role of User Setup will have the ability to manage other User Records.  Individual Users will be able to perform limited updates on their personal User account.  User Role and Location access … Continued
Entering Beginning Balance Transactions

Entering Beginning Balance Transactions

When implementing Restaurant365 you will need to input beginning balance transactions for GL Balances, Open AP Transactions, Open AR Transactions, and Unreconciled Bank Transactions.  The majority of beginning balance items will be imported during the implementation process.  However, after go-live you may identify some discrepancies that may require you to add some additional beginning balance transactions. To add a new beginning balance transaction for GL Balances, Open AP, Open AR, or Unreconciled Bank Items, follow the steps below.   Select ‘Administration’ in the top ribbon and then select ‘New Beginning Balance’.  This will open a list of available beginning balance options. Available Beginning Balance Transaction Options AP … Continued
Location Setup and Overview

Location Setup and Overview

Locations, like Legal Entities, are critical to both Accounting and Operations in Restaurant365.  In this training we will review the Location record in detail.  Click here for more information on how to Create a New Location Jump to Section: Location List View Location Record: Overview Location Record: General Location Record: Default Accounts Location Record: Labor Estimates Location Record: POS Integration Settings Location Record: Goals Location Record: Day Parts Location Record: Breaks & Split Location List View Each Location in Restaurant365 will exist as a Location record, found in the ‘Locations’ list view, under the ‘Administration’ section in the Accounting Module.   Upon selecting the ‘Locations’ list view, you will … Continued
POS Integration Settings – Overview

POS Integration Settings – Overview

The POS Integration is governed by several settings in Restaurant365.  These settings reside on various screens and can be accessed and updated by a User with the ‘Accounting Manager’ Primary Security Role and ‘User Setup’ Secondary Security Role.  The following articles detail the screens where POS Integration Settings can be accessed and updated as needed Preferences Screen Location Record POS Groups     *Click here for more information on all settings located in System Preference
Fiscal Period/Year Setup

Fiscal Period/Year Setup

Overview Fiscal periods must be setup for each year by creating a Fiscal Year for each legal entity.  Different legal entities can run on different fiscal years.  Within each legal entity you can have a Financial Year different from your Operational Year if you want to run operations reports using different setup than you might report to the bank or investors.  This is common for companies that run financials on a calendar year but want to do operational analysis on weeks and across equal periods.  To accomplish this, setup your fiscal year as Calendar and operational year as 13-4 week … Continued
Legal Entity Setup

Legal Entity Setup

Legal Entities are companies that own locations.  Each location must belong to a legal entity.  Many reports can be run by legal entity which will show results for all locations that belong to that entity.  A legal entity usually has a corporate tax id.  Legal entities aren’t selected on transactions because the location is selected and whichever legal entity that location belongs to is associated with that transaction automatically. To edit an existing legal entity, go to the Legal Entities list (Accounting – Administration – Legal Entities in the left hand navigation), click a the row of the legal entity … Continued
POS Integration Settings – POS Groups

POS Integration Settings – POS Groups

  Overview POS Groups are groupings of Concepts or POS Systems.  POS Groups are exclusively used as a form of POS System Payment Type Separation and POS System Sales Account Separation.  Separating Payment Types / Sales Accounts by POS Group is particularly useful for large organizations with multiple concepts.  In place of managing several hundred Payment Types or Sales Accounts from across the entire organization, now Payment Types and Sales Accounts can be managed by Concept through POS Groups.  Click here for more information on POS Integration Settings   Steps to Create and Assign POS Groups Step 1 – Select ‘POS Group’ in … Continued
Color Theme Builder

Color Theme Builder

To customize the user experience, organizations can set the color theme of the system.  The system comes with various saved color theme options to select from and new custom themes can also be created by the user. Access The theme builder is available in the top ribbon under Administration – Theme Builder for users who have the User Setup security role.  Setting a color theme as default will change the theme for all users in your organization (not just the user who makes the change). Using Theme Builder The theme builder window will be displayed near the top right hand side … Continued