Training | Restaurant365 Customer Center

Location Setup and Overview

Locations, like Legal Entities, are critical to both Accounting and Operations in Restaurant365. In this training we will review the Location record in detail. Click here for more information on how to Create a New Location Jump to Section: Location List View Location Record: Overview Location Record: General Location Record: Default Accounts Location Record: Labor Estimates Location Record: POS Integration Settings Location Record: Goals Location Record: Day Parts Location Record: Breaks & Split Location List View Each Location in Restaurant365 will exist as a Location record, found in the ‘Locations’ list view, under the ‘Administration’ section in the Accounting Module. Upon selecting the ‘Locations’ list view, you will … Continued

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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

Fiscal Period/Year Setup

Overview Fiscal periods must be setup for each year by creating a Fiscal Year for each legal entity. Different legal entities can run on different fiscal years. Within each legal entity you can have a Financial Year different from your Operational Year if you want to run operations reports using different setup than you might report to the bank or investors. This is common for companies that run financials on a calendar year but want to do operational analysis on weeks and across equal periods. To accomplish this, setup your fiscal year as Calendar and operational year as 13-4 week … Continued

Franchising Module Overview

The franchising module assists restaurant groups in tracking franchisees, each franchisee location, contracts, franchisee daily sales, and automates franchisee billing/ACH payment collection. To access this module, select it from the drop down at the top of the left hand navigation pane. Below is a brief description of the different elements of this module: Franchisee – this is the top level franchisee that may own 1 or more franchise location stores. On this record you store details about this franchisee, how you will bill them, view their list of stores, and create and view people who are your contacts at this franchisee. … Continued

Adding A New Bank

When setting up Bank Accounts in your General Ledger, you may need to add a ‘Bank’ to Restaurant365. A Bank must be created for each Bank that will be represented by Bank Accounts in your General Ledger. Create a Bank There are two ways to create a Bank in Restaurant365, the first is from the Banking menu on the top ribbon. Hover over Banking and select New Bank The second option is to create a Bank from within a Bank Account Record that you are setting up. First confirm that your Bank does not already exist in the system by clicking … Continued

Restaurant Accountant Training Outline

Navigation and Reports Working with Lists Accounting Reports Setting Up “My Reports” Formatting Reports General Ledger Adding a GL Account New Journal Entry Payroll Journal Entry Overview Importing Journal Entries Budgets Budgeting Overview Adding A New Budget Editing A Budget Deleting A Budget Accounts Payable Adding A New Vendor Entering AP Invoices Mass Invoice Entry Importing AP Transactions Creating A Memorized AP Transaction Entering An AP Credit Memo Manual Payment (Pay One Vendor) Check Run View Credits Button On The Check Run Check Run Field Descriptions Printing MICR Checks Company Address On Check Check Signature Printing ACH Payment Set-up Banking … Continued

Sales Accounts Overview

Purpose and Overview: Sales Accounts are required for all POS integrations to Restaurant365 in the same way that Payment Type Accounts are. A Sales Account’s purpose is to tell Restaurant365 what GL Account to credit when accounting for individual sales tickets imported from the POS. It is a ‘mapping’ of POS Sales Categories and POS Service Types to a Restaurant365 General Leger Account. Here is a diagram & example: The Restaurant365 POS integration automatically creates unique Sales Account records (in R365) for every combination of Sales Category and Service Type from sales tickets imported from the POS to R365. Each … Continued

Restaurant Manager Training Outline

Here are the key videos and articles for Restaurant Manager Training Navigation Working with Lists Restaurant Operational Reports Sales Daily Sales Summary – Manager Purchases Entering Invoices At The Restaurant Location Manager Mass Invoice Entry Importing AP Invoices Inventory Stock Count Overview Stock Count Templates Performing A Stock Count via Browser Performing A Stock Count via Mobile App Entering An Item Transfer New Waste Log Entry

POS Integration Overview

Restaurant365 integrates with many POS systems. Here is an overview what the integrations create in Restaurant365 each time it is run: System Requirements – The machine housing the integration must have at least .net 4.0 and Internet Explorer 9. Frequency – The integration can be configured to run automatically each night. It can also be run on-demand at the end of the day by one of the store managers. Data Flow – The integration is a one-way integration from the POS system to Restaurant365. Restaurant365 does not pass any information back to the POS system. Data – The integration … Continued