Setup | Restaurant365 Customer Center

System Preferences: Location Reporting Categories

Overview The ‘Location Reporting Categories’ tab resides on the System Preferences screen. Click here for more information on System Preferences. On the Location Reporting Categories tab, Users can create and define Location Reporting Categories that will then be set on the Location Record. Location Reporting Categories will appear on the Location Record in the order in which they are entered on the Location Reporting Categories tab. Up to 10 different Location Reporting Categories are available for Users to utilize Create Location Reporting Categories Enter and save desired values as Location Reporting Categories on the Location Reporting Categories tab of the … Continued

Historical Sales

Historical Sales (sales data that occurred prior to cut-over) can be imported in a simplified manner in to Restaurant365. Historical Sales are created using the R365 Historical Sales import template. Historical Sales exist in Restaurant365 for the comparison purposes only. Historical Sales will appear as the prior year (PY) comparison values for current sales on the Flash Report and Weekly Review Report. Click here for more information on the Flash Report. The Historical Sales import template consists of the following four columns: Click here to download the R365 Historical Sales Import Template

GL Types

GL Types, or rather General Ledger Types, are predefined groups for GL Account Records. GL Types are used for the sorting, grouping and subtotal of GL Accounts on Financial Reports (Balance Sheet and P&L). GL Type is a required field on the GL Account Record. GL Type Presets GL Types are customizable to meet the reporting needs of your organization. Restaurant365 has the following GL Type presets: Create GL Type To create a GL Type, a User with the Accounting Manager Security Role can hover over the Account options on the top ribbon and select ‘New GL Type’. This will open up a … Continued

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: