Restaurant Accounting | Restaurant365 Customer Center

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

Journal Entry Import Templates

Overview Journal Entries can be imported in to Restaurant365 using CSV templates. Click here for the Journal Entries Overview page. Two types of Journal Entries can be imported in to Restaurant365: Journal Entry Payroll Journal Entry Each type can be imported using the same template, the ‘R365 JE Import Template.csv’, provided in Table 1 below. Journal Entries and Payroll Journal Entries can be imported by hovering over the ‘Account’ menu in the top ribbon and selecting ‘Import Journal Entry’. Click here for more information on Importing Journal Entries Journal Entry / Payroll Journal Entry Template [table id=18 /] … 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

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