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Scheduling Overview & Security

Overview The Scheduling module is a full scheduling software to manage Employee schedules. There are two separate functions within the Scheduling module in Restaurant365: Manager functions: Restaurant Managers can create the schedule, send out text/email alerts to Employees for Scheduled Shifts, alert Employees of Open Shifts, manage Employee info (including uploading pictures and availability), sending out Announcements to Employees, and review the ‘Schedule vs Actual’ reports. Employee functions: restaurant Employees will most commonly access the Scheduling module through the R365 Mobile app. Employees will also have access to a limited-use ‘Employee Portal’ that is accessed using a web browser. Employees can check their … Continued

Commissary Overview & Security

Overview The Commissary Feature in Restaurant365 makes it easy for Restaurant Locations to create and submit Commissary Orders to a designated Commissary, and for that Commissary Location to review and fulfill those Commissary Orders. Additionally, there are three Commissary-specific reports found in My Reports, under the Commissary section. In order to utilize the Commissary Feature it must be activated, if you are interested in activating Commissary please email support@restaurant365.net and someone will follow up with you. Commissary Overview Video Click here to open the [video_lightbox_vimeo5 video_id=209993997 width=800 height=450 anchor=”Commissary Feature Overview Video” ] Commissary Order Flow An Accounting User assigns (or creates a new … Continued

Unapprove Button Disappeared

The unapprove option is available on approved transactions to users that have the Unapprove Security Role. For more information on security roles click here. If your user has the Unapprove user role and you are viewing an approved transaction, but do not see the Unapprove button, then that means that the transaction is in a closed period. For more information on closed periods click here. If you would like to unapprove the transaction then you would need to reopen the period in order to be able to unapprove and make changes to it. To reopen the period you would follow the … Continued

Catering Overview & Security

Overview The Catering Module in Restaurant365 is a complete, integrated, catering solution for you and your organization. Catering managers will be able to track events and their associated payments and tasks, catering representatives and their customer relationships, and manage and create catering menus and contracts with ease. To activate the Catering Module, please contact your Sales Representative, or Restaurant365 support (support@restaurant365.net). To get started with catering, follow these setup steps: Request Access to the module by contacting R365 (Sales Rep or Support) Set User security access Catering Manager performs a one-time setup of Catering Settings Item Types – assign the … 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

Check Printing Setup (USA)

Restaurant365 allows users to print their own checks without relying upon pre-printed check stock. This gives users greater flexibility and added security as they will not have to keep pre-printed check stock on premises, or under lock and key. Blank checks also offer additional convenience, allowing you to print multiple checks out of multiple checkbooks in a single check run, with no need to go into the printer and change the checks between changing the checkbook in the system. Click here for training on how to Print Checks Check Printing Requirements: To be able to print checks in Restaurant365, you need … Continued

Security Role Descriptions

Security Roles in Restaurant365 determine the access a User has in Restaurant365. Security Roles are broken down by two types: Primary and Secondary. Each User must have a Primary Role to be able to log in to the system. Additional Secondary Roles can then be applied as needed to grant the User additional system access (additional modules, screens, features, menus etc.). For steps on how to assign Security Roles to Users, please refer to the User Setup, Security, and Location Access training. Primary Roles Accounting Manager – Access to almost all functions in the system. It includes access associated with … Continued

Advanced Budgeting

Advanced Budgeting in Restaurant365 allows Users to build and customize Budgets to meet the needs of their organization. Budgets can be created for both Balance Sheet and Profit & Loss Statement Accounts. Budgets can be created from Prior Year Actuals or from a Blank template. This training article will provide a comprehensive overview of every aspect and feature of Advanced Budgeting Jump to Section: Security Requirements Getting Started Budget Parameters Budget Screen Account Detail Screen Create a Budget from Blank from Prior Year Actuals from Other Budget Update a Budget Export a Budget Import a Budget Save a Budget Add Comments … Continued

Transaction Spreading

Transaction Spreading in Restaurant365 allows Users to spread transactions across multiple periods. Transaction Spreading can be utilized for AP Invoices, AP Credit Memos, and Journal Entries in Restaurant365. To create a Transaction Spread, the transaction must first be created in Restaurant365. This training article will provide a comprehensive overview of Transaction Spreading Security Requirements for Transaction Spreading To perform Transaction Spreading in Restaurant365, a user must have the security role of Accounting Manager. This security will grant the user access to Approve Transactions and perform Transaction Spreading. Additionally, a User with the security role of Accounting Clerk could Spread previously Approved transactions, or update and … Continued

P&L Comparison Screen

Overview The P&L Comparison Screen is a report found in the ‘Reports’ subsection of the ‘Operations’ module. Only Users that have been assigned the ‘P&L Comparison Screen’ security role will see and be able to run this report. What makes this report unique, is the ability for your Restaurant Managers to see and compare the P&L numbers to all other Locations in your Restaurant group. This is accomplished without granting those Users access to the other Locations and Data. The data that is returned is anonymized by replacing the Location Name / Number with a generic ‘Location #’ value. This … Continued

Search Results for user roles