Color Theme Builder

Color Theme Builder

To customize the user experience, organizations can set the color theme of the system.  The system comes with various saved color theme options to select from and new custom themes can also be created by the user. Access The theme builder is available in the top ribbon under Administration – Theme Builder for users who have the User Setup security role.  Setting a color theme as default will change the theme for all users in your organization (not just the user who makes the change). Using Theme Builder The theme builder window will be displayed near the top right hand side … Continued
Profit & Loss Formatting

Profit & Loss Formatting

There are two aspects to Profit & Loss report formatting: Column layout Row format  Which column layout you use is selected from the dropdown when you run the report.  Column layouts are not customizable and examples are a column that shows period totals, another might show YTD, another might show locations side by side, etc.   The row format is customizable by your organization and this article will describe the customizable options and the steps to customize it. Elements of Row Format on P&L GL Account – Accounts make up the majority of rows on the P&L.  They will be indented different … Continued
Email Settings: Common Webmail Provider SMTP Settings

Email Settings: Common Webmail Provider SMTP Settings

Various functions within Restaurant365 allow the User to Email different records, or transaction links.  In order to utilize the Email functionality, the Email Settings on the User Record must be completed.  The following is a list of Common Webmail Provider SMTP Settings.  Click here for more information on Email Settings in Restaurant365    [table id=13 automatic_url_conversion=true automatic_url_conversion_new_window=true /]
FTP Folder Setup

FTP Folder Setup

Restaurant365 can setup an FTP site for your company to drop files in that will be imported by the system automatically. These transactions will be imported as unapproved so that they can be reviewed before approval. There are 3 steps to using this feature: To request that an FTP site be created for your instance, please contact Restaurant365 Support and provide your Restaurant365 URL. Once the site is setup, follow the instructions below to connect your computer to the FTP site Provide the FTP site credentials to your Food & Beverage Vendors that have dedicated invoice integrations with Restaurant365 All files … Continued
Email Settings Overview

Email Settings Overview

Overview Various functions within Restaurant365 allow the User to Email different records, or transaction links.  In order to utilize the Email functionality, the ‘Email Settings’ on the User Record must be completed. The Email Settings tab contains the Outgoing Mail settings for the User’s email address (located on the General Tab). Security Each individual user within Restaurant365 can access and make updates to their Email Settings on their User Record.  Users with the Security Role ‘User Setup’ can access and manage other User’s Email Settings as well. Navigation To open your own person User record, hover over your User name … Continued
Paycom & R365 Payroll Integration Instructions

Paycom & R365 Payroll Integration Instructions

   &       R365 and Paycom have teamed up to create a seamless payroll integration that will automate the following processes: R365 will electronically deliver Employee Punch Data, which has imported from your POS systems, to Paycom with a single click When payroll processing is complete, Paycom will automatically export the Payroll Journal Entry based on a schedule set within Paycom. All exported files will be automatically imported in to R365 R365 will provide an option to automatically overwrite R365 Employee records with Paycom Employee setup data, allowing you to centrally manage all of your employee data in Paycom … Continued
GL Account Record

GL Account Record

The GL Account Record is where the Account specific information for each of the GL Accounts resides in the system.  Once you have opened a GL Account Record, the General Tab of the record will be displayed.  In addition to the information found on the General tab, the Transactions, and Report Settings tabs are available to users.  To create a new GL Account, please see the Add a New GL Account training. Click the button below to download an example General Ledger populated with recommended Account Names, Account Numbers, Cash Flow Categories, Operational Reports Categories, and Parent Account from the National Restaurant Association … Continued
Check Printing Setup (USA)

Check Printing Setup (USA)

Restaurant365 allows users to print their own checks without relying upon pre-printed check stock.  This gives users greater flexibility and added security as they will not have to keep pre-printed check stock on premises, or under lock and key.  Blank checks also offer additional convenience, allowing you to print multiple checks out of multiple checkbooks in a single check run, with no need to go into the printer and change the checks between changing the checkbook in the system.  Click here for training on how to Print Checks   Check Printing Requirements: To be able to print checks in Restaurant365, you need … Continued
R365 DOMO Connector

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
Bank Account Record

Bank Account Record

GL Accounts can also be classified as Bank Accounts by checking the ‘Is Bank Account’ checkbox on the GL Account Record.  Click here for more information on GL Account Records.  To create a new Bank Account, please see the Add a New Bank Account training.   When a GL Account is identified as a Bank Account, the GL Account will appear in the Bank Accounts List view (located under Banking in the Accounting Module), additionally the GL Account will be made available on the Bank Activity and Bank Reconciliation screens.  Click here for more information on Bank Activity, and Bank Reconciliation. The checkbox highlighted … Continued