Tips and Tricks | Restaurant365 Customer Center

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

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.