Add New Location

Add New Location

    Location Records can be created via the Restaurant365 Setup Assistant.  A User with the security role of User Setup will have access to the Setup Assistant via the Administration menu.   Navigate to the Administration menu in the top ribbon and select ‘Setup Assistant’ Once loaded, navigate to the ‘Locations’ section in the ‘Organization’ tab and click the ‘Add Location’ button to open the New Location Form   This action will open the New Location form where the User with then be able to enter the Location record information and then Save The Location record will now be … 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
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
Profit & Loss Formatting

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
Unit of Measure Equivalence

Unit of Measure Equivalence

In Restaurant365 there are three base types of Units of Measure (U of M): Weight (Ounces) Volume (Fluid Ounces) Each For each Purchased Item in the system, you will need to identify two units of measure: Purchased (Default Purchase U of M) Inventoried (Inventory U of M) Click here to learn more about Units of Measure, and Item Setup If the Purchased U of M and Inventoried U of M disagree in their base type (Weight, Volume or Each), then an equivalence must be built so that Restaurant365 can properly identify item costs for recipes, stock counts, etc.   Determine if U of M Equivalence … Continued
Check Printing Setup (USA)

Check Printing Setup (USA)

Restaurant365 allows users to print their own checks without relying upon pre-printed check stock.  This gives users greater flexibility and added security as they will not have to keep pre-printed check stock on premises, or under lock and key.  Blank checks also offer additional convenience, allowing you to print multiple checks out of multiple checkbooks in a single check run, with no need to go into the printer and change the checks between changing the checkbook in the system.  Click here for training on how to Print Checks   Check Printing Requirements: To be able to print checks in Restaurant365, you need … 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
Check Printing Setup (CAN)

Check Printing Setup (CAN)

Restaurant365 allows users to print their own checks without relying upon pre-printed check stock.  This gives users greater flexibility and added security as they will not have to keep pre-printed check stock on premises, or under lock and key.  Blank checks also offer additional convenience, allowing you to print multiple checks out of multiple checkbooks in a single check run, with no need to go into the printer and change the checks between changing the checkbook in the system.  Click here for training on how to Print Checks Check Printing Requirements: To be able to print checks in Restaurant365, you need to … Continued
FTP Folder Setup

FTP Folder Setup

Restaurant365 can setup an FTP site for your company to drop files in that will be imported by the system automatically. These transactions will be imported as unapproved so that they can be reviewed before approval. There are 3 steps to using this feature: To request that an FTP site be created for your instance, please contact Restaurant365 Support and provide your Restaurant365 URL. Once the site is setup, follow the instructions below to connect your computer to the FTP site Provide the FTP site credentials to your Food & Beverage Vendors that have dedicated invoice integrations with Restaurant365 All files … Continued
Move Customer List From Quickbooks to Restaurant365

Move Customer List From Quickbooks to Restaurant365

If you use Quickbooks and are now setting up Restaurant365, moving your customer list over is easy.  Just follow the steps below: In Quickbooks go to Reports – List and run the Customer Contact List report On this report click the “Customize Report” button in the upper left corner In the window that pops up, in the Columns box, select the following columns (and uncheck any others that might be selected).  Be sure to choose this exact list of columns, then click OK Active Status, Customer, Phone, Fax, Contact, Bill From 1, Bill From Street 1, Bill From Street 2, Bill From City, … Continued