Documents to Process: Uploading Files via AP Automation

Documents to Process: Uploading Files via AP Automation

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time.  The recommended file format for use in Documents to Process is PDF.  Various Vendors will provide Invoices electronically (in PDF form) while other Vendors will only provide physical copies of Invoices.  When physical invoices are received, a User can utilize any scanning technology to produce a PDF scan of the physical invoice (Scanner used in conjunction with a Computer, Scanner/Copier, or various mobile … 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
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