Setup | Restaurant365 Customer Center

System Preferences: AP Automation

The ‘AP Automation’ tab resides on the System Preferences screen. Click here for more information on System Preferences. On the AP Automation tab, a specified Email address can be provided that will be monitored by Restaurant365 via POP3. When emails with attachments are sent to the monitored Email address, Restaurant365 will recognize the attachment(s) and determine what actions can be taken. Attachments that cannot be automatically imported as AP Transactions (EDI) will be routed to the Documents to Process list. Note: Please refer to the AP Automation Overview as you prepare to utilize this useful feature in Restaurant365 Legend: 1) Email … Continued

AP Automation Overview

Overview AP Automation is a feature within Restaurant365 that allows an Organization to setup a specified Email address on the System Preference screen. Restaurant365 will monitor this Email address via POP3. Organization team members and Vendors can then send emails to that address with PDF invoices attached and those PDFs will be imported into the Documents to Process list. Each separate Attachment will be imported as a separate Document to Process. Additionally, supported CSV file formats will import automatically and create AP Transactions via EDI Security Users with the Secondary Security Role of ‘User Setup’ have access to ‘System Preferences’. … Continued

Autonumbering

In Resaurant365, unique identifiers are important for numerous reasons. To allow for the easy creation of unique records, many transactions have an Autonumbering feature that is managed under the Administration section of the Accounting Module. When selected, the Autonumbering Next XX # (1) will be displayed next to the Prefix (if any) (2) as shown below. To save any adjustments to the next number, or prefix, be sure to click the Submit button to the right of each Autonumbering line item.

System Preferences: Location Additional Info

The ‘Location Additional Info’ tab resides on the System Preferences screen. Click here for more information on System Preferences. Additional identifiers for a Location can be created on this tab of Preferences. These identifiers will then be available on the ‘Additional Info’ tab of the Location Record as open text fields, as shown below: System Preferences: Location Record:

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

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

System Preferences: Miscellaneous

Overview The ‘Miscellaneous’ tab resides on the System Preferences screen and contains various system settings that effect how data is displayed, created, and updated throughout Restaurant365. Click here for more information on System Preferences. 1) Sales Tax Rate – Set the default Sales Tax Rate for AR Transactions. Sales Tax Rates for each Location can be set on the Location Record 2) PL Report Percent Of – Sets the default ‘Percent of’ option on all GL Accounts that have GL Types on the Profit and Loss statement. Click here for more information on Report Settings. System Default is ‘Net Sales’. Options include: … Continued