Employee App Access

Employee App Access

    Granting Employees access to the R365 Mobile App and limited-use portals of R365 is a simple process.  Once the Employee record has been imported from the POS via the POS Integration (or manually created), the record can be granted ‘App Access’ by clicking the ‘App Access’ checkbox on the General tab of the record.   Granting App Access Checking this box and saving the record makes several things happen throughout R365.  We will demonstrate each in sequence:   1) Temporary Password Upon reloading the page, the ‘Send Temporary Password’ button appears next to the ‘App Access’ checkbox. This … Continued
Manager Log: Log Categories

Manager Log: Log Categories

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Log Categories allow Users to separate Log entries in to specific categories for easy sorting and follow up.  Log Categories are also selectable from the ‘Mgr Log’ menu in the top ribbon, allowing you to customize the options in the ‘Task’ and ‘Note’ sub-menus. To create and manage Log Categories, a User must have the ‘Accounting Manager’ or ‘Manager Log Creator’ security roles.  Click here for more information on Assigning Security Roles   Log Categories List Expand the ‘Administration’ subsection in … Continued
Manager Log: Task List Setup

Manager Log: Task List Setup

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Task Lists are User created lists that can be put to use manually, or scheduled for regular reoccurring use.  Task Lists can be assigned to a Location or set of Locations.  Uncompleted tasks can be auto-closed as ‘incomplete’.  Tasks cannot be deleted from a Location once they have been assigned to that location for that day. To create and manage Task Lists, a User must have the ‘Accounting Manager’ or ‘Manager Log Creator’ security roles.  Click here for more information on Assigning Security … Continued
R365 DOMO Connector

R365 DOMO Connector

            &             Restaurant365 provides a DOMO connector that you can use to access your Restaurant365 data from within DOMO.  Before you can utilize the DOMO Connector, various settings must be updated by the R365 Support Team.  If this setup process has not been completed, you will receive an authentication error when you attempt to login. Please reach out to R365 Support (support@restaurant365.net) in order to start, or troubleshoot the connection process.    Authorized Users Any Active Restaurant365 User with the following Security Roles are permitted to use the DOMO connector: Accounting Clerk Accounting Manager Business Analytics … Continued