Setup | Restaurant365 Customer Center

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

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

& 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

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)

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

& 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

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

Check Printing Setup (CAN)

Employee App Access

Granting Employees access to the R365 Mobile App and limited-use portals of R365 is a simple process. Once the Employee record has been imported from the POS via the POS Integration (or manually created), the record can be granted ‘App Access’ by clicking the ‘App Access’ checkbox on the General tab of the record. Granting App Access Checking this box and saving the record makes several things happen throughout R365. We will demonstrate each in sequence: 1) Temporary Password Upon reloading the page, the ‘Send Temporary Password’ button appears next to the ‘App Access’ checkbox. This … Continued

Parent Accounts & Child Accounts

GL Accounts can have a specified Parent Account (effectively making them a Child Account). Parent Accounts allow users to group Sub-Accounts under one main Summary Account for subtotal and visual grouping on Financial Reports. To assign a Parent Account to a GL Account, select the Account Name of the desired Parent Account on the GL Account Record A Parent Account can have as many Child Accounts as desired. Restaurant365 will support up to four levels of Parent/Child Accounts. For example: 1) Labor 2) –> Hourly Labor 3) –> –> BOH 4) –> –> –> Kitchen Child Accounts will be indented … Continued