Documents to Process: Supported File Types

Documents to Process: Supported File Types

Documents to Process allows Restaurant365 Users to import various files for immediate processing, or processing at a later time. Acceptable file types include the following:   Document Files PDF File (.pdf) – Scanned Documents saved as PDFs / Original PDF Invoices Word File (.docx) – Scanned Images saved inside a .docx / Original Word Files (Note: .doc / Word ’97 files are not supported) Image Files JPG Image (.jpeg / .jpg) – Image files PNG Image (.png) – Image files CSV Files Supported Vendor Integrated .csv files will be imported directly to the All Transactions list, bypassing Documents to Process.  Please refer … Continued
Completing and Updating Budgets

Completing and Updating Budgets

This article will describe the steps necessary to complete a New Budget, or update an Existing Budget using the Advanced Budgeting feature in Restaurant365.  Click here for more information on Budgeting Completing / Updating Budgets After a Budget has been successfully created, Users can begin the process of filling in the Budget / updating the Budget.  Entering / Updating values in to Budgets can be accomplished using the following methods: Manual Update Export / Excel Update Manual Update Single Location Budget Budgets that include only a single Location can be updated on the main Budget screen by single-clicking in to the desired … 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