Manually Delete DSS

Manually Delete DSS

To manually delete a DSS file, a User must have the primary security role of ‘Accounting Manager’ or the secondary security role of ‘Master Record Delete’.  Click here for more information on Security Roles A User with the requisite security would navigate to the Daily Sales Summary list view in the Operations Module, select the DSSs that will be deleted, and click the ‘Delete Selected’ button in the filter ribbon Important Notes / Warnings:  The Deletion process can take several minutes.  Once clicking ‘Delete Selected’, do not refresh the page or hit the refresh arrows on the table.  Many records … Continued
System Preferences Overview

System Preferences Overview

Overview System Preferences can only be accessed by Users with the User Setup Security Role.  On the System Preference screen, various System-wide Account, Location, Email Automation, POS Integration, and Reporting settings can be adjusted.  Changes made on the Preferences screen are put in to effect immediately upon saving Security To access the System Preference screen, a User must have the Secondary Security Role of ‘User Setup’.  This is a role that is typically reserved for one or two individuals in the organization to manage all User access to Restaurant365.  The User that would have ‘User Setup’ is typically a User with … Continued
AP Automation Overview

AP Automation Overview

Overview AP Automation is a feature within Restaurant365 that allows an Organization to setup a specified Email address on the System Preference screen.  Restaurant365 will monitor this Email address via POP3.  Organization team members and Vendors can then send emails to that address with PDF invoices attached and those PDFs will be imported into the Documents to Process list.  Each separate Attachment will be imported as a separate Document to Process.  Additionally, supported CSV file formats will import automatically and create AP Transactions via EDI Security Users with the Secondary Security Role of ‘User Setup’ have access to ‘System Preferences’. … Continued
FTP Site Overview

FTP Site Overview

Overview Restaurant365 provides a hosted FTP site for each Customer Database.  FTP stands for File Transfer Protocol and allows Vendors, as well as Restaurant365 Users to Upload acceptable files in to their Customer Instance of Restaurant365.  The FTP Site serves two purposes for Customers: Vendor Automatic Imports via EDI Documents to Process Uploads Each Customer Instance will have a unique FTP Site with unique FTP Credentials.  These credentials would have been provided to the project lead during the setup/implementation of Restaurant365.  Note: Please contact Restaurant365 Support for any inquiries regarding FTP Site Credentials   Security Any individual that has been provided the … Continued
Manager Log Overview

Manager Log Overview

Overview The Manager Log Module in Restaurant365 is a fully integrated Log application.  It provides a one stop screen for your Restaurant Managers.  Within the Manager Log, DSS data can be viewed and updated at a glance, Logs can be created and recorded with ease, recurring Task Lists can be utilized and tracked, and Document Libraries can sort and store Restaurant Operations documents.  To activate the Manager Log Module, please contact your Sales Representative, or Restaurant365 support (support@restaurant365.net). To get started using Manager Log, follow these setup steps: Verify that Manager Log is active.  Inspect the module selector for ‘Manager Log’, … Continued
Budgeting Overview

Budgeting Overview

Overview 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 an overview of the Advanced Budgeting feature in Restaurant365 with links to specific articles covering every aspect of Advanced Budgeting   Advanced Budgeting Demo Video Click here to open the [video_lightbox_vimeo5 video_id=194755217 width=800 height=450 anchor=”Advanced Budgeting Demo Video” ] Security To create and modify Budgets in Restaurant365, a user must have … Continued
My Reports: Report Roles Setup

My Reports: Report Roles Setup

Report Roles must be created in order to access the Reports located in ‘My Reports’.  Click here for more information about My Reports Alternatively, if all users will need access to ‘All Reports’, this can be set on the User Record.  Click here for more information on granting access to ‘All Reports’   Setup Report Roles Navigate to the Report Roles Setup screen to Create and View Report Roles Hover over the ‘Administration’ menu in the Top Ribbon, then hover over the ‘Users & Security’ sub-menu and select ‘Report Roles Setup’.  The Report Roles Setup page will load in a new … Continued
My Reports Overview

My Reports Overview

  Overview My Reports is the home to all reports in Restaurant365.  Reports are sorted and displayed on tabs that group the reports together, including User defined ‘Favorites’.  In order to view or access any report, a User must first be assigned to a Report Role that contains the specific Report.  Users will not be able to view, or run, any Reports that are not part of that Users’ Report Role.  Report Roles can be created and managed by an administrator and can be assigned to as many or few Users as needed. Security Users with the security role of … Continued
My Reports: Assigning Report Roles

My Reports: Assigning Report Roles

Report Roles grant access to specific Reports found in ‘My Reports’.  Click here for more information on My Reports   Assign Report Roles Report Roles can be be assigned using two different methods: Manually on the User Record Using ‘Mass Role Update’   Assign on User Record User Records are located in the ‘Users’ list in the ‘Administration’ subsection of the Accounting Module.  Open the User Record of the User that will have the Report Role assigned and navigate to the ‘User Roles’ tab. User Report Roles are located in the section located to the right of the tab.   … Continued
Journal Entries Overview

Journal Entries Overview

Overview Journal Entries can be manually entered, system generated, or imported in to Restaurant365. Security Users with the ‘Accounting Manager’ or ‘Accounting Clerk’ Security Roles will be able to create and save Journal Entries within Restaurant365.  Only Accounting Managers will be able to Approve Journal Entries.  Click here for information on assigning Security Roles   Journal Entry Articles:   Manually Enter a Journal Entry Journal Entries can be created from the ‘Account’ menu in the top ribbon.  Click here for more information on how to Manually Enter a Journal Entry Memorize a Journal Entry Click here for more information on how … Continued