Job Titles

Job Titles

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Purpose & Overview Jobs are used in various ways by the system.  They are assigned to employees and used by the scheduling module.  They are also used in conjunction with the POS integration to track employee punches which make up the labor accrual journal entry.  The job form will be described directly below followed by sections describing the job’s effect on the POS integration and labor accruals.   Creating/Viewing/Editing Jobs Jobs can be created in 2 ways.  They are most often created by … Continued
Gift Cards and Certificates

Gift Cards and Certificates

Gift Card Sales Gift card sales are imported from the POS each night on their respective sales tickets. This is imported as a sales item on that ticket with the corresponding category you’ve assigned in the POS. On the DSS journal entry this will credit the GL Account you’ve specified in the R365 Sales Account mapping. This is usually Gift Card Liability and as shown in the screenshot below of your sales accounts where the category is related to gift cards, that is the case. Gift Card Payments When a customer pays with a gift card this also comes over … Continued
Entering Beginning Balance Transactions

Entering Beginning Balance Transactions

When implementing Restaurant365 you will need to input beginning balance transactions for GL Balances, Open AP Transactions, Open AR Transactions, and Unreconciled Bank Transactions.  The majority of beginning balance items will be imported during the implementation process.  However, after go-live you may identify some discrepancies that may require you to add some additional beginning balance transactions. To add a new beginning balance transaction for GL Balances, Open AP, Open AR, or Unreconciled Bank Items, follow the steps below.   Select ‘Administration’ in the top ribbon and then select ‘New Beginning Balance’.  This will open a list of available beginning balance options. Available Beginning Balance Transaction Options AP … Continued