Reports | Restaurant365 Customer Center

Item Theoretical Quantity Analysis

Items used totals for any span of periods, then broken down by locations. The report utilizes purchases, stock counts, and budgets based on the quantity of menu items sold (Pmix) to come up with a difference between actual and expected. It then breaks down how much of the difference is attributable to item quantity increases/decreases, waste & spoilage, and all other reasons. From this report the user can easily see where to focus time and energy tightening the control of food costs.

Print 1099 Forms

Restaurant365 can create and generate 1099 forms for your 1099 Vendors (Vendors you pay in excess of $600 in a calendar year). 1099 Vendor Setup To use the 1099 Form feature, the Vendor must first be established as a 1099 Vendor. To do so, open the Vendor Record, and navigate to the Vendor Additional Info tab. Select the correct 1099 box in the dropdown, and enter the Tax ID information for the Vendor. Click here for more information about Taxpayer Identification Numbers (TIN) from IRS.gov. Blank 1099 Stock 1099 Forms are available from the IRS free of charge (4 to … Continued

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

Profit & Loss – Period & YTD v Budget

Displays each of the periods in the year selected with a YTD total, YTD budget total, and a variance column. The budget can be selected and the report can be filtered for any location(s) or legal entity(s).

Item Cost % Breakout

Calculates the % of the total COGS for each item and recommends items to be flagged as Key Items. Can be filtered by location, item category, and date range. *** Use this report to determine the Key Items. For Key Items, you will want to make sure you are counting regularly, they are included on all recipes, waste logs are kept for them, transfers are recorded, and invoices include item level invoicing.

Item Price Change Analysis

Displays all items where a vendor price has fluctuated during the period chosen. It is used to pin-point which items are experiencing price changes and to what extent those fluctuations are having on the business based on how much those items are used. Can be run for one or many locations. Note: Report will display items based on the ‘Percent Difference’ filter. To display all items, including items with no price change, select ‘0’ in the Percent Difference Filter.

Legal Entity Setup

Legal Entities are companies that own locations. Each location must belong to a legal entity. Many reports can be run by legal entity which will show results for all locations that belong to that entity. A legal entity usually has a corporate tax id. Legal entities aren’t selected on transactions because the location is selected and whichever legal entity that location belongs to is associated with that transaction automatically. To edit an existing legal entity, go to the Legal Entities list (Accounting – Administration – Legal Entities in the left hand navigation), click a the row of the legal entity … Continued

Parent Accounts & Child Accounts

GL Accounts can have a specified Parent Account (effectively making them a Child Account). Parent Accounts allow users to group Sub-Accounts under one main Summary Account for subtotal and visual grouping on Financial Reports. To assign a Parent Account to a GL Account, select the Account Name of the desired Parent Account on the GL Account Record A Parent Account can have as many Child Accounts as desired. Restaurant365 will support up to four levels of Parent/Child Accounts. For example: 1) Labor 2) –> Hourly Labor 3) –> –> BOH 4) –> –> –> Kitchen Child Accounts will be indented … Continued

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