Setup Assistant | Restaurant365 Customer Center

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

Adding a New GL Account, Bank Account, or Checkbook

How do I add a new GL account? Before adding a new account, it is always a good rule of thumb to begin by reviewing your current list of accounts so as to avoid creating a duplicate or extremely similar account to one that already exists. Let’s review a quick list of our existing accounts by clicking on the GL Accounts list in the General Ledger section of the Navigation Pane. Here I see a list of all my accounts, sorted by number. When you are ready to create a new account, click on the words ‘New Account’ … Continued

Setup: Organization – Welcome

Welcome to the Restaurant365 Setup Assistant! To start using Restaurant365, you will need to review and complete the required Steps of each Section in the Setup Assistant. To get started let’s review the navigation in our Setup Assistant window. 1) Header: The Header appears at the top of the Setup Assistant window. In the middle of the Header is the Setup Assistant title bar. To the far right is the Close button (X). You will only be able to close the Setup Assistant once all required Steps have been completed. You will be able to return to … Continued

Move Customer List From Quickbooks to Restaurant365

If you use Quickbooks and are now setting up Restaurant365, moving your customer list over is easy. Just follow the steps below: In Quickbooks go to Reports – List and run the Customer Contact List report On this report click the “Customize Report” button in the upper left corner In the window that pops up, in the Columns box, select the following columns (and uncheck any others that might be selected). Be sure to choose this exact list of columns, then click OK Active Status, Customer, Phone, Fax, Contact, Bill From 1, Bill From Street 1, Bill From Street 2, Bill From City, … Continued

Resetting User Passwords

Administrative users that have access to the ‘Setup Assistant’ also have the ability to reset other Users’ passwords. This can be accomplished on the ‘Users & Security’ Section of the Setup Assistant, on the ‘Users’ Step. Hover over the ‘Administration’ menu in the top ribbon and select ‘Setup Assistant’ to open the Setup Assistant Navigate to the ‘Users’ Step on ‘Users & Security’ Section by clicking ‘Users & Security’ This list will contain all of your Users with access to R365, including Employees that have been granted the ‘Employee App Access’ role Users that have never logged in to the … Continued