User Setup, Security, and Location Access

User Setup, Security, and Location Access

Setting up users and managing security is found in a few windows under the Administration section.  Only users assigned the R365 User Setup role will be able to see these items.  In order to receive this role contact support@restaurant365.net.  Listed below are the different elements: Create New User  Select Administration – New User (in top ribbon) to open user form Fill in the form with user full name, user login you want them to use, password (they can change this once logged in), default location, and the user’s email If this user will send email out of Restaurant365, fill in … Continued
Split U of M

Split U of M

Split U of Ms exist on the Vendor Item Record for the purpose of EDI integrations.  In the event of Split Cases on non-EDI Vendors, the correct U of M could be manually selected on the AP Invoice screen. When a Vendor Invoice is imported via EDI and the Vendor file has a Split Indicator, the EDI process can read and detect that the line item is a ‘Split’ case.  This capability exists for the following Vendors: Sysco US Food Service R365 Multi-Invoice Fintech (coming soon) The Vendor will prepare the invoice file with the split indicators in place.  To … Continued
FTP Site Overview

FTP Site Overview

Overview Restaurant365 provides a hosted FTP site for each Customer Database.  FTP stands for File Transfer Protocol and allows Vendors, as well as Restaurant365 Users to Upload acceptable files in to their Customer Instance of Restaurant365.  The FTP Site serves two purposes for Customers: Vendor Automatic Imports via EDI Documents to Process Uploads Each Customer Instance will have a unique FTP Site with unique FTP Credentials.  These credentials would have been provided to the project lead during the setup/implementation of Restaurant365.  Note: Please contact Restaurant365 Support for any inquiries regarding FTP Site Credentials   Security Any individual that has been provided the … Continued
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
AP Automation: Common Webmail Provider POP Settings

AP Automation: Common Webmail Provider POP Settings

Restaurant365 can monitor a specified Email address via POP3.  Click here for more information on AP Automation   [table id=12 automatic_url_conversion=true automatic_url_conversion_new_window=true /]
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