Setting Up ‘My Reports’

Setting Up ‘My Reports’

This training will walk you through the necessary steps for setting up the ’My Reports‘ page. The ’My Reports’ page provides a more customized report list for each user. Now, accounting administrators can create a favorite reports list that will include reports that are most often used by their company. The ‘My Reports’ view benefits include: Providing a shorter list of the reports users use the most frequently Location managers can now see reports that were before included on accounting only reports All newly published reports will be available in the ’My Reports’ page STEP 1: In any module (except Franchising), … Continued
Restaurant Operational Reports

Restaurant Operational Reports

Restaurant Operations reports are divided into seven different categories: 1. Inventory 2. Sales 3. Labor 4. Vendor 5. Customer 6. Human Resources 7. Location Inventory Reports:       Item Cost % Breakout Item Cost Analysis – Location Side by Side Item Theoretical Quantity Analysis Item Theoretical Cost Analysis Item Price Verification Item Price Change Analysis Stock Usage Period Purchase Analysis by Vendor Daily COGS Activity Purchase Analysis by Location Purchase Analysis by Vendor Stock Count Quantities Recipe Cost Breakout Report Sales Reports: Average Gross Sales & Ticket Count Report Average Sales by Hour Menu Price Analysis Menu Item Analysis Labor Reports: Sales … Continued
KB: How do I import Excel CSV with Leading Zeros?

KB: How do I import Excel CSV with Leading Zeros?

Importing Excel CSV files with Leading Zeros When importing, or exporting files to and from Restaurant365 the required excel file format is CSV (Comma Delimited). In this file type, Excel will automatically delete leading zeros (a string of numbers that starts with at least one zero, i.e., 00123) causing inconsistency between R365 and the data in Excel. For example the following Vendor Item Number contains leading zeros: CSV files opened in Excel, will have any leading zeros automatically removed, as shown below:   If this file is imported as a New AP invoice transaction, the Vendor Item number will not be … Continued
Print 1096 Tax Forms

Print 1096 Tax Forms

Per the IRS tax code, certain vendors must be classified as 1099 Vendors. Having 1099 Vendors requires those purchasing from them to submit a 1099 tax form. A 1096 tax form acts as an additional informative document for the IRS. Form 1096 primarily contains information relating to the Legal Entity that has made payments to 1099 vendors.  If a 1096 form is required in addition to 1099 tax forms, these can be prepared and printed in Restaurant365. Click here for more information on Printing Form 1099   Form 1096 1) Filer’s Name – Name and address of the Legal Entity 2) … Continued
Creating a Check Signature

Creating a Check Signature

How to Properly Create a Check Signature in Restaurant365 Resaurant365 gives Users the option to upload a signature to be included on checks for transactions involving Bank Accounts. If the signature and the file containing the signature are not formatted correctly, the signature function may not work properly. Use the following steps to create a signature correctly to be used in Restaurant365. How to Print Check with Signature and Other Settings: Please refer to the Check Signatures article for additional information on how to use ‘Print Check with Signature’ Please refer to the Bank Account Record for more information on … Continued