Setup | Restaurant365 Customer Center

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

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

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

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

Email Settings: Common Webmail Provider SMTP Settings

Various functions within Restaurant365 allow the User to Email different records, or transaction links. In order to utilize the Email functionality, the Email Settings on the User Record must be completed. The following is a list of Common Webmail Provider SMTP Settings. Click here for more information on Email Settings in Restaurant365 [table id=13 automatic_url_conversion=true automatic_url_conversion_new_window=true /]

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

Email Settings Overview

Overview Various functions within Restaurant365 allow the User to Email different records, or transaction links. In order to utilize the Email functionality, the ‘Email Settings’ on the User Record must be completed. The Email Settings tab contains the Outgoing Mail settings for the User’s email address (located on the General Tab). Security Each individual user within Restaurant365 can access and make updates to their Email Settings on their User Record. Users with the Security Role ‘User Setup’ can access and manage other User’s Email Settings as well. Navigation To open your own person User record, hover over your User name … Continued

Paycom & R365 Payroll Integration Instructions

& R365 and Paycom have teamed up to create a seamless payroll integration that will automate the following processes: R365 will electronically deliver Employee Punch Data, which has imported from your POS systems, to Paycom with a single click When payroll processing is complete, Paycom will automatically export the Payroll Journal Entry based on a schedule set within Paycom. All exported files will be automatically imported in to R365 R365 will provide an option to automatically overwrite R365 Employee records with Paycom Employee setup data, allowing you to centrally manage all of your employee data in Paycom … Continued

GL Account Record

The GL Account Record is where the Account specific information for each of the GL Accounts resides in the system. Once you have opened a GL Account Record, the General Tab of the record will be displayed. In addition to the information found on the General tab, the Transactions, and Report Settings tabs are available to users. To create a new GL Account, please see the Add a New GL Account training. Click the button below to download an example General Ledger populated with recommended Account Names, Account Numbers, Cash Flow Categories, Operational Reports Categories, and Parent Account from the National Restaurant Association … Continued

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