Tips and Tricks | Restaurant365 Customer Center

Upload File

Records throughout Restaurant365 have a button near the bottom of each page labeled ‘Upload File’. This allows the user to upload an attachment to that particular record. Uploading attachments to records can be very useful for audit purposes, and is especially useful for AP Invoices. A user can attach a PDF version of an invoice to the actual accounting record of the AP Invoice. Uploading a file To upload a file to a record in Restaurant365, click the ‘Upload File’ button on the record you wish to attach a file to. This will open a file selector prompt, where upon selecting … Continued

Restaurant365 Recommended Computer Specs

By design, Restaurant365 is accessible from any internet connected device via a web browser. Restaurant365 was written to perform optimally in the Google Chrome web browser, and it is recommended that all users access Restaurant365 from the Google Chrome browser. Click here to learn more about Google Chrome WINDOWS APPLE Operating System Windows 7 Home Premium, Professional, or Ultimate Windows 8 or 8.1 Windows 10 Home or Pro Macintosh OS 10.9.5 or higher Processor Type MINIMUM Core i3 Processor RECOMMENDED Core i5 or i7 Processor MINIMUM Core i3 Processor RECOMMENDED Core i5 or i7 Processor Memory MINIMUM 4 GB RAM … Continued

User Record

The User Record is where all User specific information for each User resides in the system. Once you have opened a User Record, the General Tab of the record will be displayed. In addition to the information found on the ‘General’ tab, the ‘User Roles’ (security roles), ‘Locations’ and ‘Email Settings’ tabs are available to users. Click here for more information on User Setup and Security. Note: Only Users with the Security Role of User Setup will have the ability to manage other User Records. Individual Users will be able to perform limited updates on their personal User account. User Role and Location access … Continued

Searching Transactions For Specific Amount, Date, Location, Etc

The easiest way to find transaction details when you know 1 or more criteria such as the amount, date, location, GL account, etc is using the Transaction Details list. Searching by amount is most common so our example below will search for transaction details with the debit amount of $190.52. Scrolling through this list you will see many columns with information about those transactions such as which bank reconciliation or deposit they’re on or if they’ve been matched to a bank activity record. Go to Transaction Details list under Accounting – Home – Transaction Details in the left hand navigation pane Scroll … Continued

Restaurant365 Mobile App

Various functions can be performed via a mobile device and the Restaurant365 mobile App available for iOS and Andriod devices Downloading the App Restaurant365 User can get this App from the Google Play store for Andriod and from the App Store for iOS by searching for ‘Restaurant365’ App Store: Google Play Store: Logging In Upon downloading and opening the App the User will be presented with a login screen where they can enter the same username and password used to access the full version of Restaurant365. The R365 URL field will populate with the R365 customer … Continued

To Do Lists

The To Do Checklist is found in the left hand navigation under Accounting – Report – To Do Checklist. This list displays various tabs with items that the system has flagged as requiring setup or attention. If nothing is requiring attention on a specific tab, that tab won’t be displayed. The To Do List has the following tabs: Record Setup – this tab shows a row for each record in the system missing required fields. For example if a GL Account was missing GL Type then there would be a row for that account and the row would have a comment … Continued

Reports – Bad Request Message

Receiving a Bad Request message like the one pictured below when running reports means your computer has too many cookies stored and they need to be cleared. In order to free up cookie space you should clear your browser cookies. You can do that in Chrome by hitting Ctrl+Shift+Delete then in the popup window (screenshot below) select the first dropdown box as “Beginning of Time” and then check the box below that for “Cookies and other site and plugin data” and then click the “Clear Browsing Data” button.

Using Restaurant365 in other Languages

Restaurant365 is currently only available in English. To use Restaurant365 in another language, users have the option of using Google Chrome to translate English to their preferred language. You have two language settings you can alter using Google Chrome: Your Browser Language, and the Display Language on the pages you view: Google Chrome Browser Language To change your Google Chrome Display Language please follow the steps outlined below, or follow the steps found on the Google Support – Change Chrome Language page. Open Chrome on your computer. In the top right corner, click the Menu icon . Click Settings > … Continued

PDF Report/Check Now Prompting You to Save

Each time you create a PDF in the system such as running a report or printing a check, that PDF is saved by default in your downloads folder. For example if you print a check, it saves in the downloads folder as Check. If you print another check it saves as Check (1), the next time as Check (2), then Check (3) etc. The limit to these files being downloaded is 101. Consequently, when you reach Check (100), a new dialog box will appear prompting you to save the file instead of downloading it as it did before. The same … Continued

Import Tool

Restaurant365 comes with an import tool which allows end users to import many types of records such as Vendors, GL Accounts, Items, Beginning Balances, Recipes, Item Locations, Vendor Items, etc. These imports can create new records or update existing records To access the import tool navigate to the Administration menu in the top ribbon and select ‘Import’ Upload File step This step is where you choose what record you’ll be importing, whether it will create or update those records, and then select your file to import. The fields are described below: Options – in this list box you select … Continued