Tips and Tricks | Restaurant365 Customer Center

Intercompany Transactions

The automated intercompany process in the system will automatically create Due To and Due From entries on the distribution of intercompany transactions. A transaction is deemed intercompany if the location in the header belongs to a different legal entity than a location in the detail rows belongs to. The intercompany entries are added to the distribution after hitting Save or Approve. The Legal Entity form has fields for “Due From Account” and “Due To Account” and these are the accounts that will be used in intercompany distributions. The process below describes an example of how this would work. Assume we … Continued

DSS Re-Import

Re-importing Daily Sales Summary (DSS) Files Restaurant365 customers that are using a non-Cloud-based POS system have the ability to manually re-import Daily Sales Summary (DSS) files. Note: the following Cloud-based POS Systems are exceptions and require assistance from the Restaurant365 POS Integration Team to re-import DSS files: Brink Revel Square Clover Toast Breadcrumb For DSS re-import assistance with a Cloud-based POS please contact Restaurant365 Support and include the following details: Restaurant365 URL: https://groupname.restaurant365.net Location Name / Number: Date(s) of missing DSS(s): Troubleshooting Before Re-import Before attempting to re-import manually, and before contacting Restaurant365 Support, please review the article Troubleshooting tips for missing DSSs … Continued

Flash Report

The Flash Report gives users a consolidated report that provides several key metrics for each of their Locations, including Sales, Labor Costs, Discounts and Comps. The Flash Report is located in the ‘Operational Analysis’ section of ‘My Reports’, and is titled ‘Flash Report’. Similarly to all reports located in ‘My Reports’, the ‘Flash Report’ can be ran manually. Additionally, Flash Reports can be delivered automatically, in a daily email. To set up Daily Flash Report emails, please contact Restaurant365 Support and provide the following information: Restaurant365 URL (https://groupname.restaurant365.net) All recipient email addresses Flash Report Detail Explanation The Flash … 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.

Upload File

Records throughout Restaurant365 have a button near the bottom of each page labeled ‘Upload File’. This allows the user to upload an attachment to that particular record. Uploading attachments to records can be very useful for audit purposes, and is especially useful for AP Invoices. A user can attach a PDF version of an invoice to the actual accounting record of the AP Invoice. Uploading a file To upload a file to a record in Restaurant365, click the ‘Upload File’ button on the record you wish to attach a file to. This will open a file selector prompt, where upon selecting … Continued

Restaurant365 Recommended Computer Specs

By design, Restaurant365 is accessible from any internet connected device via a web browser. Restaurant365 was written to perform optimally in the Google Chrome web browser, and it is recommended that all users access Restaurant365 from the Google Chrome browser. Click here to learn more about Google Chrome WINDOWS APPLE Operating System Windows 7 Home Premium, Professional, or Ultimate Windows 8 or 8.1 Windows 10 Home or Pro Macintosh OS 10.9.5 or higher Processor Type MINIMUM Core i3 Processor RECOMMENDED Core i5 or i7 Processor MINIMUM Core i3 Processor RECOMMENDED Core i5 or i7 Processor Memory MINIMUM 4 GB RAM … Continued

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

Searching Transactions For Specific Amount, Date, Location, Etc

The easiest way to find transaction details when you know 1 or more criteria such as the amount, date, location, GL account, etc is using the Transaction Details list. Searching by amount is most common so our example below will search for transaction details with the debit amount of $190.52. Scrolling through this list you will see many columns with information about those transactions such as which bank reconciliation or deposit they’re on or if they’ve been matched to a bank activity record. Go to Transaction Details list under Accounting – Home – Transaction Details in the left hand navigation pane Scroll … Continued

Restaurant365 Mobile App

Various functions can be performed via a mobile device and the Restaurant365 mobile App available for iOS and Andriod devices Downloading the App Restaurant365 User can get this App from the Google Play store for Andriod and from the App Store for iOS by searching for ‘Restaurant365’ App Store: Google Play Store: Logging In Upon downloading and opening the App the User will be presented with a login screen where they can enter the same username and password used to access the full version of Restaurant365. The R365 URL field will populate with the R365 customer … Continued

To Do Lists

The To Do Checklist is found in the left hand navigation under Accounting – Report – To Do Checklist. This list displays various tabs with items that the system has flagged as requiring setup or attention. If nothing is requiring attention on a specific tab, that tab won’t be displayed. The To Do List has the following tabs: Record Setup – this tab shows a row for each record in the system missing required fields. For example if a GL Account was missing GL Type then there would be a row for that account and the row would have a comment … Continued