Vendor Item Record

Vendor Item Record

Vendor Item Vendor Items can be setup to set a few fields for an item for a specific vendor. These records aren’t required and if no item vendor record exists then the values on the item are used instead. In order to import an invoice from a vendor then Vendor Item records are required and if missing then a record will be created during import and the user can finish setting up the record after the import completes. Vendor Item fields are: Item: Lookup of item record Vendor: Lookup of vendor record Vendor Item Number: Text field of the number … Continued
Move Account List From Quickbooks to Restaurant365

Move Account List From Quickbooks to Restaurant365

If you use Quickbooks and are now setting up Restaurant365, moving your account list over is easy.  Just follow the steps below: In Quickbooks go to Reports – List and run the Account Listing report On this report click Excel at the top of the window and choose Create New Worksheet On the window that pops up select “Create a comma separated values (.csv) file” and then click Export In the window that pops up give the file a name and note where you are saving the file Account Numbers are required in Restaurant365 so if you weren’t using account numbers in … Continued
System Preferences: Location Reporting Categories

System Preferences: Location Reporting Categories

Overview The ‘Location Reporting Categories’ tab resides on the System Preferences screen.  Click here for more information on System Preferences.  On the Location Reporting Categories tab, Users can create and define Location Reporting Categories that will then be set on the Location Record.  Location Reporting Categories will appear on the Location Record in the order in which they are entered on the Location Reporting Categories tab.  Up to 10 different Location Reporting Categories are available for Users to utilize   Create Location Reporting Categories Enter and save desired values as Location Reporting Categories on the Location Reporting Categories tab of the … Continued
Historical Sales

Historical Sales

Historical Sales (sales data that occurred prior to cut-over) can be imported in a simplified manner in to Restaurant365.  Historical Sales are created using the R365 Historical Sales import template.  Historical Sales exist in Restaurant365 for the comparison purposes only.  Historical Sales will appear as the prior year (PY) comparison values for current sales on the Flash Report and Weekly Review Report.  Click here for more information on the Flash Report. The Historical Sales import template consists of the following four columns:     Click here to download the R365 Historical Sales Import Template
GL Types

GL Types

GL Types, or rather General Ledger Types, are predefined groups for GL Account Records.  GL Types are used for the sorting, grouping and subtotal of GL Accounts on Financial Reports (Balance Sheet and P&L).  GL Type is a required field on the GL Account Record. GL Type Presets GL Types are customizable to meet the reporting needs of your organization.  Restaurant365 has the following GL Type presets: Create GL Type To create a GL Type, a User with the Accounting Manager Security Role can hover over the Account options on the top ribbon and select ‘New GL Type’. This will open up a … Continued
System Preferences: AP Automation

System Preferences: AP Automation

The ‘AP Automation’ tab resides on the System Preferences screen.  Click here for more information on System Preferences. On the AP Automation tab, a specified Email address can be provided that will be monitored by Restaurant365 via POP3.  When emails with attachments are sent to the monitored Email address, Restaurant365 will recognize the attachment(s) and determine what actions can be taken.  Attachments that cannot be automatically imported as AP Transactions (EDI) will be routed to the Documents to Process list.  Note: Please refer to the AP Automation Overview as you prepare to utilize this useful feature in Restaurant365 Legend: 1) Email … Continued
AP Automation Overview

AP Automation Overview

Overview AP Automation is a feature within Restaurant365 that allows an Organization to setup a specified Email address on the System Preference screen.  Restaurant365 will monitor this Email address via POP3.  Organization team members and Vendors can then send emails to that address with PDF invoices attached and those PDFs will be imported into the Documents to Process list.  Each separate Attachment will be imported as a separate Document to Process.  Additionally, supported CSV file formats will import automatically and create AP Transactions via EDI Security Users with the Secondary Security Role of ‘User Setup’ have access to ‘System Preferences’. … Continued