Tips and Tricks | Restaurant365 Customer Center

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

Reports – Bad Request Message

Receiving a Bad Request message like the one pictured below when running reports means your computer has too many cookies stored and they need to be cleared. In order to free up cookie space you should clear your browser cookies. You can do that in Chrome by hitting Ctrl+Shift+Delete then in the popup window (screenshot below) select the first dropdown box as “Beginning of Time” and then check the box below that for “Cookies and other site and plugin data” and then click the “Clear Browsing Data” button.

Using Restaurant365 in other Languages

Restaurant365 is currently only available in English. To use Restaurant365 in another language, users have the option of using Google Chrome to translate English to their preferred language. You have two language settings you can alter using Google Chrome: Your Browser Language, and the Display Language on the pages you view: Google Chrome Browser Language To change your Google Chrome Display Language please follow the steps outlined below, or follow the steps found on the Google Support – Change Chrome Language page. Open Chrome on your computer. In the top right corner, click the Menu icon . Click Settings > … Continued

PDF Report/Check Now Prompting You to Save

Each time you create a PDF in the system such as running a report or printing a check, that PDF is saved by default in your downloads folder. For example if you print a check, it saves in the downloads folder as Check. If you print another check it saves as Check (1), the next time as Check (2), then Check (3) etc. The limit to these files being downloaded is 101. Consequently, when you reach Check (100), a new dialog box will appear prompting you to save the file instead of downloading it as it did before. The same … Continued

Import Tool

Restaurant365 comes with an import tool which allows end users to import many types of records such as Vendors, GL Accounts, Items, Beginning Balances, Recipes, Item Locations, Vendor Items, etc. These imports can create new records or update existing records To access the import tool navigate to the Administration menu in the top ribbon and select ‘Import’ Upload File step This step is where you choose what record you’ll be importing, whether it will create or update those records, and then select your file to import. The fields are described below: Options – in this list box you select … Continued

Documents to Process Overview

Overview Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. This is different from the EDI process where invoice details can be imported from a CSV file. Documents to Process exists for the instances when an importable CSV format of an Invoice does not exist, and transaction details must be entered by a User in to the system Benefits of the Documents to Process feature: Multiple AP / CM Transaction files can be … Continued

Vendor Merge

Sometimes duplicate vendors get created with the same or similar names with slightly different spellings that you may want to remove the duplicates. Once transactions have been created on each they can’t be deleted, but they can be merged together very easily. Here are the steps: Open the duplicate vendor you want to remove Click the Merge option under the Save menu in the top left ribbon on that vendor 3. This will open the Merge window where you can select the vendor you want to merge this into 4. Click Merge button The result is the duplicate vendor you … Continued

Move Vendor List From Quickbooks to Restaurant365

If you use Quickbooks and are now setting up Restaurant365, moving your vendor list over is easy. Just follow the steps below: In Quickbooks go to Reports – List and run the Vendor 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, Vendor, Phone, Fax, Contact, Bill From 1, Bill From Street 1, Bill From Street 2, Bill From … Continued