Solutions : R365 Internal

POS Integration Overview

Restaurant365 integrates with many POS systems. This article provides an overview of how integrating these systems allows data to flow freely between your POS system and the R365 platform. Click here to learn more about POS Integration Settings. Articl...

Apr 03, 2024 08:04

Sales Accounts Overview

A Sales Account's purpose is to tell Restaurant365 what GL Account to credit when accounting for individual sales tickets imported from the POS. It is a 'mapping' of POS Sales Categories and POS Service Types to a Restaurant365 General Leger Ac...

Feb 16, 2022 07:55

Payment Type Accounts Overview

A Payment Type Account's purpose is to tell Restaurant365 what GL Account to debit when accounting for individual sales tickets imported from the POS. It is a 'mapping' of tenders, discounts, and other offsets/reductions to the sale of goods in...

Feb 16, 2022 08:10

POS Integration Whitelisted URLs & IP Addresses

In order for the R365 POS Integration to function properly, the following 1) URL or 2) IP Addresses need to be whitelisted by your IT Department or your POS Reseller. Traffic is sent over port 443 using HTTPS/SSL protocols and that port will need to be all...

Dec 12, 2023 09:39

Menu Items & Menu Item Links

The Menu Item record is automatically created once the POS Integration has been completed. R365 will automatically import each Menu Item that appears in your POS. Similar to the relationship between Employees and POS Employees, a Menu Item and a Menu ...

Mar 07, 2023 09:34

Menu Item Separation

The Menu Item Separation selector gives the User the option to customize how Menu Items are polled and grouped from the POS. While this is unnecessary for most Organizations, Customers with multiple concepts may find this useful. The options that are ...

Jan 14, 2022 14:37

Gift Cards and Certificates

Gift Card Sales Gift card sales are imported from the POS each night on their respective Sales Tickets. This is imported as a Sales Item on that ticket with the corresponding category you have assigned in the POS. On the DSS Journal Entry th...

Jan 14, 2022 14:45

Day Parts

Day Parts, or Dayparting, is the practice of breaking up an Operations Day into segments that can then be reported on individually. Restaurant365 gives Users the ability to create Day Parts with their corresponding names and start/end times. Day Parts...

Feb 16, 2022 10:56

Credit Card Tip Reduction

Certain POS systems will calculate the increased Credit Card fee for the portion of the bill that is related to the tip. The system will also allow the user to retain that amount from the tips payable to pay for the Credit Card fee. If this approach is...

Jan 14, 2022 14:47

POS Integration Settings Overview

The POS Integration is governed by several settings in Restaurant365. These settings reside on various screens. The following articles detail the screens where POS Integration Settings can be accessed and updated as needed: Preferences Screen Location ...

Dec 27, 2022 16:53

POS Data Export – File Guide

Through the R365 POS Integration, the following Export Files are obtained from a POS System. The bolded sections below represent each Export File type. You will find additional information, such as the file name, and Column Names / Headers that will be inc...

Jan 14, 2022 14:22

POS New Build Request Form

Refer to the Form for instructions on R365 POS Integration Requirements. Please download the form, review it and complete it. Return completed forms, along with a sample Daily Sales report, to your R365 Sales Representative or POS Team Member.

Jan 14, 2022 14:25

POS Integrations List

Restaurant365 integrates with many POS systems. This article lists the POS systems and available Integration Types. Learn more about the communication between the POS and the R365 platform here. Learn how to integrate a Location’s POS system with your...

Jul 30, 2024 06:19

EDI Vendor Integration Overview

Electronic Data Interchange allows Vendors to push transaction details directly in to Restaurant365. The two supported transaction types that can be uploaded and imported in to Restaurant365 are AP Invoice and AP Credit Memo. The upload process can be ac...

May 25, 2021 12:41

Vendor Integrations List

Restaurant365 supports the EDI Integration of several Vendors to make AP Transaction entry and Order submission easy for your organization. Each Vendor follows a unique process when integrating with R365. Learn how to integrate a Vendor with your data...

Aug 28, 2024 13:29

EDI Vendor: US Foods

US Foods invoices are delivered via FTP to a dedicated US Foods FTP site hosted by Restaurant365. From this site, the invoices are routed to the destination FTP site (specific to the customer) and ultimately imported into Restaurant365. As US Foods ha...

Jan 14, 2022 15:03

EDI - AP Invoice Tax Inclusion

AP Transactions can be manually imported in to Restaurant365. Manually importing AP Transactions requires the use of specific import templates. Transactions can be imported by Item, or by Account. Click here for information on EDI Vendor Integrations and R...

Jan 14, 2022 15:04

Troubleshooting EDI Imports

The following errors may occur when importing data in to Restaurant365. Click here for an Overview of EDI Vendor Integrations. Review error types for troubleshooting tips and steps to error resolution. Closed Period Cause: Journal Ent...

Jan 14, 2022 15:09

Fintech Integration

Restaurant365 and Fintech have teamed up to create a seamless invoice integration for mutual clients. To take advantage of this integration, you must meet the following criteria: You have an active account set up with both Fintech & R365 You h...

Mar 16, 2022 10:38

Receiving Fintech Files

Fintech provides Vendor statements via FTP to Restaurant365. These service statements, which include both charges and refunds, are recognized as invoices in Restaurant365. Below, review the steps of integration, the mapping of a Fintech file to an AP Invoi...

Apr 15, 2021 10:48

Craftable Integration

Restaurant365 and Craftable have teamed up to create a seamless invoice integration for mutual clients. To take advantage of this integration, the following conditions must be met: You have an active account set up with both Craftable and R365 You...

Apr 15, 2021 12:04

FTP Site Overview

Restaurant365 provides a hosted FTP site for each Customer Database. FTP stands for File Transfer Protocol and allows Vendors, Customers, and R365 Users to Upload acceptable files in to their instance. The FTP Site serves three purposes for Customers:...

Jan 15, 2024 10:54

FTP Site: Setup

This article is part of the FTP Site documentation. Click here for more information on the FTP Site. Restaurant365 provides each Customer with a Hosted FTP Site for file imports, which will enable AP/AR Invoices and Credit Memos to automatically be imp...

Jan 06, 2022 11:22

FTP Site: Uploading Files for Import

This article explains how to use the R365 FTP Site to upload AP Invoice, AP Credit Memo and Documents to Process files. Step 1: Add Files When you are ready to import files via FTP, open the FTP folder (or use your preferred FTP Client) and copy/pa...

May 26, 2021 11:40

How do I log in to my FTP account?

We offer access to an FTP site as an optional way to help you manage various aspects of your database: AP invoices bank activity data AR invoices journal entries POS data (for qualifying POS systems) Currently, R365 stores your FTP site credenti...

Jan 14, 2022 13:11

R365 API Connector

Restaurant365 offers an API (Application Programming Interface) service. Through the R365 API, Third Party Services, such as Vendors, can connect to R365 to retrieve data as well as create and push data in to Customer databases. In order to access the R36...

Sep 06, 2023 13:23

Restaurant365 OData Connector

Restaurant365 provides an OData connector that you can use to access your Restaurant365 data from within your OData reporting provider. These endpoints provide near real time data (within seconds) on transactions rather, than previous day data. No...

Jul 12, 2024 07:52

Connecting to the OData Connector via Excel

Users can connect to OData via Excel so that data can be pulled from R365, stored locally, and then ran in reports. Data can then be refreshed in Excel as needed through each saved query. This article reviews the following: Connect to the OData Conne...

Jan 17, 2022 13:45

PAR Brink POS Integration Overview

Note: This integration is currently available only to select Early Adopters. PAR's Brink POS is a cloud-based system that can be integrated with R365, allowing data to flow seamlessly between both systems. Data mapped on the Connection Mapping page...

Jul 22, 2024 08:29

Sorting and Filtering the Mapping Tables

Note: This integration is currently available only to select Early Adopters. PAR's Brink POS is a cloud-based system that can be integrated with R365, allowing data to flow seamlessly between both systems. Data mapped on the Connection Mapping page...

Mar 21, 2024 14:43

Working With Locations

Note: This integration is currently available only to select Early Adopters. This article describes actions taken on the Locations tab of the Connection Mapping page for the Brink POS integration. Article Topics Mapping locations Mapping Loc...

Mar 21, 2024 15:27

Working With Jobs

Note: This integration is currently available only to select Early Adopters. This article describes actions taken on the Jobs tab of the Connection Mapping page for the Brink POS integration. Article Topics Mapping a Job Creating a New Job Rec...

Mar 21, 2024 15:25

Working With Employees

Note: This integration is currently available only to select Early Adopters. This article describes actions taken on the Jobs tab of the Connection Mapping page for the Brink POS integration. Article Topics Requirements For Automatic Creation of ...

Jun 18, 2024 10:54

Frequently Asked Questions

Note: This integration is currently available only to select Early Adopters. This article provides responses to frequently asked questions regarding the Brink POS integration. Article Topics General Questions About the Integration How is the int...

Jun 12, 2024 11:53

Paycom Payroll Integration Instructions

R365 and Paycom have teamed up to create a 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 pro...

Dec 21, 2022 15:15

Preparation for Operations

The goal of Operations Implementation is to train your Power User to complete all daily, weekly, and monthly tasks necessary to maintain your R365 instance. Consider who from your organization will be the main point of contact for Ops Onboarding and the Op...

Jun 14, 2022 10:01

Phase 1: Items In

Phase 1 focuses on preparing and importing items to R365. Item Setup is a prerequisite to all item-level transactions, such as AP Invoices and Inventory. These foundational concepts will lay the groundwork for the next phases of Operations Onboarding. ...

Dec 15, 2022 09:25

Phase 2: Item Management and Transactions

Phase 2 focuses on Item Management and Transactions, such as AP Invoices, Item Transfers, and Waste Logs. At completion of this phase, your Cost of Goods Sold (COGS) is calculated from purchases. During the next phase, we will set up Inventory Counts, whic...

Sep 30, 2022 12:13

Phase 3: Inventory

Phase 3 focuses on the setup of Inventory Templates and the taking, reviewing, and approving of Inventory Counts. In a periodic inventory system, performing accurate Inventory Counts is crucial to obtaining accurate Cost of Goods Sold. Phase Goals In...

Nov 10, 2021 14:06

Phase 4: Recipes

Phase 4 focuses on creating recipes and mapping them to POS Menu Items. Recipes are used for tracking COGS for batch recipes and theoretical depletion through menu items. Phase Goals Learn concepts of recipes and menu items to apply those concepts po...

Nov 10, 2021 14:06

Phase 5: Scheduling

Phase 5 focuses on the setup and use of R365 Scheduling. One set up, you may then onboard Employees to the R365 Red App, which they can use for requesting off, messaging other Employees, trading shifts, and more. With your POS Integration, Labor Accru...

Nov 10, 2021 14:06

Phase 6: Ops Onboarding to Adoption

Phase 6 focuses on reviewing records and solidifying routine tasks in R365 to officially complete technical implementation. You will also receive tools to assist with scaling your business and staying up-to-date with new releases and trainings on new featu...

Nov 10, 2021 14:06

Golden Rules of Operations

Review the Operations Do's and Don'ts to help you stay successful with Operations in R365! Units of Measure Do use what already exists and create only what is necessary. Do think about the measure type the UofM should be in: Weight, Volume, ...

Nov 10, 2021 14:06

Golden Rules of Accounting

Review the Accounting Do's and Don'ts to help you stay successful with Accounting in R365! Daily Sales Summary Do make sure that your DSS is validated to ensure accuracy by comparing POS reports to your R365 DSS Don't blindly approve a D...

Nov 10, 2021 14:06

Phase 1: Getting Started & Discovery

In this initial stage, you will build a foundational setup and set of skills that will prepare you and your team for the more intricate details of Accounting Onboarding in upcoming phases. This also gives us the opportunity to define our primary goals for ...

Mar 02, 2022 14:42

Phase 2: Money In

This phase focuses on identifying how money enters your restaurant organization and the process of tracking those transactions within R365. Phase Goals POS is configured, mapped, and validated Understand and begin Daily Sales approval process workfl...

Mar 02, 2022 14:42

Phase 3: Money Out

This phase focuses on identifying how money leaves your restaurant organization and the process of tracking those transactions within R365. Phase Goals Vendors are set up. Understand and begin the AP invoicing process Understand and begin AP paymen...

Apr 11, 2024 11:08

Phase 4: Accounting Cutover

In this phase, you will be finalizing period-end in your legacy system and recording all transactions dated post-Go Live in R365 moving forward. Goals Ending balances in legacy system match starting balances in R365 As of one day prior to Go Live (e...

Jan 13, 2023 12:08

Accounting Cutover Process

The cutover process means that on a set date, you close the current period in your legacy software and begin the new period in R365. This is your 'Go Live' date. It is important that transactions are recorded where they belong in order to efficient...

Mar 02, 2022 14:43

Phase 5: Banking

In this phase, you will learn how to complete a Bank Reconciliation. The time and diligence you spent in the Money In and Money Out Phases will pay dividends in this phase. Phase Goals Understand how Undeposited Funds work (Bank Deposits) Understand...

Mar 02, 2022 14:43

Phase 6: Payroll

This phase focuses on how to record payroll in R365 and accurately report Labor on your Profit and Loss. Phase Goals Payroll JE has been created Payroll Accruals have been reversed Payroll banking transactions have been recorded and reconciled Tim...

Mar 02, 2022 14:43

Accounting Onboarding to Adoption

This phase focuses on reviewing records and solidifying routine tasks in R365 to officially complete technical implementation. You will also receive tools to assist with scaling your business and staying up to date with new releases and trainings on new fe...

Jan 13, 2023 12:07

R365 Setup Assistant

The R365 Setup Assistant is your quick-start tool to get R365 up and running. The Setup Assistant has been designed for simplicity and ease of use. When new customers first log in to R365, they are greeted by the Setup Assistant. This tool will walk y...

Apr 19, 2024 12:02

R365 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 Theme Builder The them...

Dec 15, 2022 10:15

Fiscal Period/Year Setup

Fiscal periods must be set up for each year by creating a Fiscal Year for each Legal Entity. Different Legal Entities can run on different fiscal years. When Fiscal Years are created, they are validated to prevent gaps between years. Within each Legal ...

Mar 13, 2024 13:18

R365 Supported Browser

While Restaurant365 will 'work' in any web browser across any device, the complete experience and feature set is designed to work in the Google Chrome Browser. This means that our Development Team designs and tests every function and featu...

Oct 22, 2021 10:27

System Preferences Overview

Access System Preferences to adjust various system-wide settings, including settings related to accounts, locations, email automation, POS integration, and reporting. Any changes made in System Preferences are effective immediately after saving the pa...

Jan 25, 2024 08:27

System Preferences: Accounts

This article provides information about the Accounts tab on the System Preferences screen. Click here for more information on System Preferences. On the Accounts tab, users can configure accounts to automatically populate account-related fields throughout ...

Jan 25, 2024 08:25

System Preferences: Location Reporting Categories

This article provides an overview of the Location Reporting Categories tab on the System Preferences screen. Reporting categories assist in organizing data by location in reports. Many reports have Filter By and Filter parameters that can be used to organi...

Jan 25, 2024 07:51

System Preferences: AP Processing Email

This article describes the tasks performed on the AP Processing Email tab on the System Preferences screen. Click here for more information on System Preferences. The AP Processing Email tab of System Preferences displays the R365-generated email ...

Jan 25, 2024 07:50

System Preferences: Miscellaneous

The Miscellaneous tab of the System Preferences screen contains various system settings that effect how users view, create, and update data throughout R365. Click here for more information on System Preferences. Due to the large number of settings avai...

Sep 26, 2024 15:29

System Preferences: Location Additional Info

The Location Additional Info tab of System Preferences is used to create additional identifiers for locations. These identifiers are available on the Additional Info tab of the Location record as open text fields. In the example shown below, the user ...

Jan 25, 2024 07:55

Legal Entity Record

Legal entities are companies that own locations. Each location must belong to a legal entity, and when a transaction occurs and is connected to a specific location, it is automatically connected to the legal entity that owns the location. When a repor...

Apr 19, 2024 12:05

Location Record

The Location record is where information related to a specific restaurant location resides in the system. When a location is selected from the list on the Locations page, the Location record opens with the General tab selected by default. In addition to ...

Aug 07, 2024 09:52

Add a New Location

Location Records can be created via the Restaurant365 Setup Assistant. Users with the following Permission will be able to access the Setup Assistant via the Administration Menu: Administration → System Setup → Use Setup Assistant Learn more about man...

Oct 07, 2024 12:08

Location Groups: Overview

This article reviews the Location Groups feature. Location Groups are used to spread AP Invoices and Journal Entries across multiple Locations, limit which Locations can use specific Purchased Items and Recipes, and run combined reports for groups of ...

Feb 14, 2023 16:50

Delete a Location

Locations in R365 can be deleted if necessary, but only when every transaction / record that was ever associated with that Location is deleted or reclassified to a different Location. When each transaction / record has been deleted or reclassified,...

Jan 13, 2023 11:59

Inactivate a Location

If a Restaurant Location closes, certain transactions can be marked as 'Inactive' from the Location record. This will ensure that no future transactions are accidentally tied to that Location while also retaining it in R365 for historical reporting...

Jan 08, 2024 11:09

Location Profile

The Location Profile provides a further look into the attributes of your restaurant Locations. The Location Profile can only be utilized if the Location has a Location Type of 'Restaurant' set on its Location record. When updating the Location Type...

Aug 19, 2021 07:36

Location Reporting Categories

Location Reporting Categories are custom categories that are used for reporting and grouping your Locations. You can create up to ten Parent Categories that can then be assigned on Location records. Some examples of Parent Location Reporting Categorie...

Dec 20, 2022 15:45

Location Types

A Location Type is a required field in the Location record that groups Locations based on if they are an Accounting Entity, Commissary, or Restaurant. When creating an Item Location record, Accounting Entities are omitted so that only Restaurant ...

Aug 30, 2022 11:01

Sales Account Import Types

Sales Account Import Types are the type of Sales Accounts brought in from the POS. Depending on the POS System, these types may or may not have been set up when your system was initially implemented. If your system allowed for this setup, this field w...

Feb 09, 2022 14:48

User Setup, Security, and Location Access

This article reviews User setup and includes the following topics: User Setup Overview Users / Security Pages and Tools Security Permissions Creating New Users Editing Users Assigning User Roles and Permissions Assigning Report Roles A...

May 04, 2023 09:00

Custom User Roles

This feature is part of the Security and Permissions page. Custom User Roles are flexible User Roles that streamline managing User permissions. Ensure that Users have the appropriate access by building Custom User Roles with specific permission se...

Dec 29, 2022 08:59

User Roles: R365 User Role Descriptions

All User Roles contain Permissions that determine the access that a User has in Restaurant365. The default R365 User Roles below are provided as common Permission sets. These roles can be used as is, or they may be cloned as a starting point when creating ...

Jul 03, 2023 15:26

User Permissions: Permission Reference

This article provides reference information for user permissions. User permissions determine which screens, locations, and types of information that a user has in Restaurant365. Permission Groups User permissions are organized into a tree structure th...

Apr 29, 2024 07:35

Security & Permissions: Overview & Security

The Security & Permissions page holds several key User security and permissions features. This page makes managing User security and permissions simpler by bringing related settings together into one easy-to-navigate page. Here, Admin Users wil...

Sep 03, 2024 15:11

Security & Permissions: User Roles

The article is part of the Security & Permissions page. User Roles determine the access a User has in Restaurant365. The User Roles tab is used by Admin Users to view and adjust which Users are assigned to each User Role, as well as view the ...

Mar 10, 2023 15:06

Security & Permissions: Report Roles

The article is part of the Security & Permissions page. Report Roles must be created and assigned to each User in order for that User to access individual Reports located in 'My Reports' or 'Custom Financial Reports'. Repo...

Mar 21, 2024 10:07

Security & Permissions: Auto Log Out

This article reviews the Auto Log Out tab of the Security & Permissions page. The Auto Log Out tab contains the inactivity threshold setting for the Instance. Once the system recognizes that a User has not been active for the allotted thresho...

Jun 05, 2023 10:11

Security & Permissions: Passwords

The article is part of the Security & Permissions page. The Passwords tab enables Admin Users to have more control over security by setting Password Parameters. These parameters enforce password requirements that Users must follow when creating...

Jan 25, 2024 13:20

Security & Permissions: Authentication (MFA)

This article reviews the Authentication tab of the Security & Permissions page. Here, Users can configure the global Multi-Factor Authentication (MFA) settings, as well as MFA requirements by User Role. Note: The Authentication tab (MFA) is only ava...

Sep 19, 2023 16:34

My Reports Overview

My Reports is the home to all reports in Restaurant365. Reports are sorted and displayed on tabs that group the reports together, including User defined 'Favorites'. In order to view or access any report, a User must first be assigned to a...

Dec 20, 2022 16:56

My Reports: Assigning Report Roles

Report Roles grant access to specific Reports found in 'My Reports'. Click here for more information on My Reports. Report Roles can be be assigned using three different methods: Manually on the Security & Permissions page Manually o...

May 28, 2024 12:14

My Reports: Using ‘My Reports’

In order to view and run Reports found in My Reports, a User must first have a Report Role assigned to their User Record. Click here for more information on My Reports. Navigation Navigate to 'My Reports' by clicking on 'My Reports&...

Dec 20, 2022 16:22

My Reports: Send, Export, or Print Reports

Reports ran from within 'My Reports' can be emailed, exported, and/or printed directly from the reporting window. In doing so, any settings that are updated for a report with a PDF File Type will be saved for that report and User. These settings...

Sep 23, 2021 09:10

Report Subscriptions Overview & Security

Through the Report Subscriptions Management page, your administrative team has more control over who has access to your data by directly managing report subscription records. Report subscriptions will run a selected report and send it to the desired r...

Mar 05, 2024 08:37

Report Subscriptions: Create a Subscription

This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report Subscriptions enable Users to receive the desired Reports via email daily, weekly, or monthly. These subscriptions can only be set up and ma...

Dec 08, 2023 12:59

Report Subscriptions: Edit and Send a Subscription

This is a part of Report Subscriptions and covers editing and sending a subscription. Report subscriptions will need to be managed over time to better reflect your current restaurant management. Whether a report subscription needs to be edited, deactiv...

Dec 08, 2023 12:36

Report Subscriptions: Date Settings

This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. When subscribing to a report, the Date Settings fields appear if the report parameters include dates, such as the As Of, Start Date, or End Da...

Jan 29, 2024 10:11

Report Views

Report Views act as a Report Parameter Template where Users can set and save views of a report without having to set the Report Parameters each time. Each User with report access can set a Report View as a Default View so that each time the report is ran, ...

Dec 20, 2022 16:20

My Reports: System View

In My Reports, you can create and save your own views. The default (unfiltered) view is System View. To learn more, see the Saved Views section of "My Reports: Using 'My Reports'".

May 20, 2020 09:49

Entering Beginning Balance Transactions

When implementing Restaurant365, you will need to input beginning balance transactions for GL Balances, Open AP Transactions, Open AR Transactions, and Unreconciled Bank Transactions. The majority of beginning balance items will be imported during the impl...

Aug 04, 2022 11:50

Historical Sales

Historical Sales are the Sales that occurred prior to cut-over, which can be imported in a simplified manner into Restaurant365. Historical Sales are created using the R365 Historical Sales import template. Historical Sales exist in Restaurant365 for ...

May 29, 2024 14:22

Beginning Balance Difference – Unassigned Vendor or Customer

Conditions in which UNASSIGNED VENDOR appears on AP Aging Report The UNASSIGNED VENDOR is a system-generated Vendor that appears on the AP Aging report when the following conditions occur. Difference in AP Beginning Balance and Imported AP ...

Oct 22, 2021 14:02

Restaurant Accountant Training Outline

The following training articles will assist Restaurant Accountants in understanding the key financial functions of the system. Navigation and Reports Working with Lists Accounting Reports Setting Up 'My Reports' Formatting the Profit and L...

Nov 03, 2023 10:20

Restaurant Manager Training Outline

Here are the key videos and articles for Restaurant Manager Training. Navigation Home Page Working with Lists (Classic) Restaurant Operational Reports Sales Daily Sales Overview & Security Daily Sales: Review a DSS Daily Sales Summar...

Jan 13, 2023 11:17

Daily Operator Guide

As an Operator, you are familiar with the cost and usage of each item in your restaurant. For Operations to be the most efficient, the following must be occur: Item records, both Purchased Items and Vendor Items, should be setup correctly and adjusted a...

Jan 13, 2023 12:05

R365 Marketplace

Restaurant365 is always working to build advanced products that enhance your experience and help your restaurant thrive. As you grow to familiarize yourself with the software, R365 wants you to have direct access to the products that can help make you...

Dec 20, 2022 17:05

Submitting a Product Idea

At R365, we value your opinion and want to continually work to build smarter products that best serve you and your team. We thrive off of new perspectives, and as collaborators, we encourage you to share your ideas, make suggestions to existing features, r...

May 10, 2021 09:50

R365 Website Shortcut on Tablet

Create R365 website shortcuts on your mobile device's Home screen to make it even easier to log in to R365 and complete your daily tasks. Website shortcuts can be set up for both Apple and Android devices. iPhone / iPad Follow the instructions...

Aug 18, 2021 09:10

R365 Support

The R365 Support Center is your one-stop for: In-depth solution articles Sharing best practices in our Community Forums Managing open Support Tickets Chatting with a support rep Click here to view how to contact R365 Support. Accessing the ...

Feb 15, 2022 12:34

R365 Academy Overview

Welcome to the R365 Academy! This course-based learning tool may just become your best friend over the next few weeks as you dive into the world of R365. This lesson will focus on how to get the most out of your one-stop spot for Learning, the R365 Ac...

Dec 10, 2021 11:38

Working With Smart Grids

The different R365 Smart Grids can be organized and saved based on each User's preferred format. Every Smart Grid has several functions, allowing Users to filter, search, and reorder the grid information. Article Topics Column Visibi...

Apr 19, 2023 15:57

Working with List Views

The different lists in R365 can be organized and saved based on each User's preferred format. Within these lists, different functions are also present to provide filters for searching and additional actions for the selections within a listing, all...

Jun 16, 2022 09:39

Closing a Period

Booking transactions dates is determined by the Closed Date on the Legal Entity. Setting this date will mean no transactions can be Approved or edited with a date less than or equal to the Closed Date for any locations in that Legal Entity. Users who ...

Oct 25, 2021 10:27

Advanced Close: Fiscal Year

The Advanced Close feature allows a User to lock and unlock Fiscal Years, Periods, and Modules to better manage transaction entry. When enabled, a User can view and maintain the status of all Fiscal Years from the Fiscal Year Maintenance Screen so t...

Dec 21, 2023 10:40

To Do Checklist

The To Do Checklist 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 S...

Mar 23, 2021 13:48

Export Chart of Accounts List From QuickBooks® Desktop

If your organization uses QuickBooks Desktop Version and is now setting up Restaurant365, moving your Chart of Accounts list over is an easy process. R365 consolidates Chart of Accounts so that multiple Locations and Legal Entities can be compared side...

Jun 12, 2023 09:22

Export Chart of Accounts List From QuickBooks® Online

If your organization uses QuickBooks Online Version and is now setting up Restaurant365, moving your Chart of Accounts list over is an easy process. R365 consolidates Chart of Accounts so that multiple Locations and Legal Entities can be compared side-...

Oct 25, 2021 11:34

Export Vendor List From QuickBooks® Desktop

Transferring your Vendor List from QuickBooks Desktop to R365 is an easy process, but to also make it an efficient process, it is important to review and consolidate this list. To make sure your Vendor List is clear of duplicates and obsolete Vendors,...

Oct 25, 2021 11:35

Export Vendor List From QuickBooks® Online

Transferring your Vendor List from QuickBooks to R365 is an easy process, but to also make it an efficient process, it is important to review and consolidate this list. To make sure your Vendor List is clear of duplicates and obsolete Vendors, follow ...

Oct 25, 2021 11:38

Export Customer List From QuickBooks® Desktop

If you use QuickBooks Desktop and are now setting up Restaurant365, moving your Customer List over is easy. When importing a Customer List, it is important to consolidate and update the list before importing into R365. Follow the instructions below to help...

Oct 25, 2021 11:39

Export Customer List From QuickBooks® Online

If you use QuickBooks Online and are now setting up Restaurant365, moving your Customer List over is easy. When importing a Customer List, it is important to consolidate and update the list before importing into R365. Follow the instructions below to help ...

Oct 25, 2021 11:40

Pulling Data from QuickBooks® Desktop for R365 Migration

During the final stages of Onboarding, a Data Import Specialist will contact you or your team about downloading and preparing four data files for import into R365, which include the Trial Balances and transaction information for the current and previous fi...

Oct 25, 2021 11:46

Pulling Data from QuickBooks® Online for R365 Migration

During the final stages of Onboarding, a Data Import Specialist will contact you or your team about downloading and preparing four data files for import into R365, which include the Trial Balances and transaction information for the current and previous fi...

Oct 25, 2021 11:42

Completing a Crosswalk

A Crosswalk occurs during Implementation when you determine how your Legacy accounts are mapped in R365. The transactional data tied to these Legacy accounts are pulled in from the number of prior years agreed upon in your Sales Contract. Your Data Im...

Oct 25, 2021 11:43

APS Payroll Overview

APS Payroll enables your Restaurant Organization to manage and create payroll directly through Restaurant365! The Labor data pulled in from your POS and used to create Payroll Batches in APS Payroll. These Payroll Batches can then be printed or sent electr...

Jul 19, 2022 09:07

APS Payroll: Single Sign On

APS Payroll is a standalone feature, so when it is added to your current R365 plan, your Organization will receive an additional link specifically for APS Payroll. While having a separate link is advantageous to provide to your Human Resources team, it may...

Jan 11, 2023 12:52

Updating a User Record and Password

A User record can be updated easily in APS Payroll by simply double-clicking the desired User record and editing the User's title, phone number, or permissions. From this User record, the User can also have their password updated by clicking the &...

Jul 19, 2022 09:11

User Setup for Payroll

User records must be created only for those who work in Human Resources or Payroll, as they have the responsibility to safely and securely enter and manage Employee information in APS Payroll. From the Admin Console, Employees can gain access to eSELFSERVE...

Jul 19, 2022 09:10

Print and Void Prepay Checks

A Prepay Check can be both printed and voided through the unposted Items screen. This screen can be opened by clicking 'Unposted Items' in the 'Recent Payroll Activity' tile of the Payroll console. When the 'Unposted Items...

Jan 14, 2022 13:41

Admin Console

The Admin Console is where system settings are stored and can be updated to reflect current management, benefits, and even Employee eSELFSERVE settings. A brief explanation of each setting is seen below along with the recommendation to view additional reso...

Jul 19, 2022 09:12

Employee eSELFSERVE

Employees can be invited to eSELFSERVE through the 'Employee Self Service' window accessed from the Admin Console. Once invited, an email will be sent to the Employee's listed email address that includes a link to eSELFSERVE and his/her User in...

Jul 19, 2022 09:12

Manager eSELFSERVE

After a Manager is set through the 'Manager Self Service' option under 'eSELFSERVE.com Settings' in the Admin Console, he/she will receive an email with a link to eSELFSERVE. This Manager can then log in using the listed link and their prev...

Jan 14, 2022 13:43

APS Payroll: GL Account Mapping

The General Ledger in APS Payroll must match the General Ledger uploaded into your Restaurant365 instance. In doing so, it will include the correct account when importing Payroll Journal Entries into your Restaurant365 instance. Navigation To...

Jul 19, 2022 09:13

APS Payroll: Departments and Department Groups

Departments are the Job Titles assigned to Employees, which can be structured into Department Groups if desired for Reporting purposes. Both Departments and Department Groups can be easily created and maintained to reflect the structure of Departments with...

Jul 19, 2022 09:13

Employee Console

The Employee Console displays a quick view into Employee Statistics, including errors on payroll, number of active Employees, and any updated Employee information. Alerts for Manager Approval of new hires or Employee record updates will be listed in y...

Jul 19, 2022 09:22

APS Payroll: Add Employee

Creating Employee records allow for confidential information to be filed individually. These records can be accessed through the Employee List as well as the listed navigation below. Learn more about the Employee Console here. Navigation Crea...

Jul 19, 2022 09:22

Employee List

The Employee List displays all saved Employee records in the system. From this list, the desired Employee record can be opened so that necessary updates can be made. Learn more about the Employee Console here. Navigation To navigate to the Em...

Nov 23, 2021 08:07

APS Payroll: Employee Records

Employee records live in the Employee List where they can be edited and updated after creation. Any update to an Employee's address, federal or state information, and even their employment status should be entered into that Employee's record in APS...

Jul 19, 2022 09:23

APS Payroll: Notifications

Employees can have a notification sent to them from the Employee List, their Employee record, or the Notifications page through the Notify button. These messages can be sent via the Employee's listed email address or phone number. The Notifications pa...

Jul 20, 2022 17:04

Payroll Console

The Payroll Console includes important payroll functions, such as the creation and approval of Payroll Batches and Prepay Checks and remotely print checks. All payroll navigation can occur from this screen. This screen lists two defaulted tiles: '...

Nov 23, 2021 08:05

Create Payroll Batch

Payroll Batches can be created and saved before submission, allowing for a User to return and edit at a later time. Before a Payroll Batch can be submitted, missed time punches need to be corrected, time cards need to be approved, and all time off requests...

Jul 19, 2022 09:24

Create Prepay Check

A Prepay Check allows Employees to be paid outside of a regular payroll run, which can occur due to an Employee's termination or receiving a bonus. Click here for more information about the Payroll Console. It is important to note that ACH payments...

Nov 23, 2021 08:05

APS Payroll: Remote Check Printing

Remote Check Printing enables Users to select the desired Payroll Batch and print individual checks. It is important to note that this option is only available for Users who have elected to print their checks remotely. View the "Remote Check Printing&...

Jun 06, 2024 12:13

Human Resources Console

The Human Resources (HR) Console includes the management of Employee benefits, documents, compensation, performance, and more through easy navigation of the 'HR Options' tile, the 'HR' menu in the top ribbon, or through listed alerts. ...

Jul 19, 2022 09:25

ACA Alerts

ACA Alerts is a part of the HR Console. Click here for more information on the HR Console. The ACA Alerts dashboard lists all topics related to the Affordable Care Act (ACA) and your company, if it is considered an Applicable Large Employer. This dashb...

Nov 23, 2021 08:04

Asset Management

Asset Management is a part of the HR Console. Click here for more information on the HR Console. Asset Management provides the ability to document and track the Employees who have company property assigned to them, such as a cell phone or computer. ...

Nov 23, 2021 08:01

Benefits Administration

Benefits Administration is a part of the HR Console. Click here for more information on the HR Console. The Benefits Administration provides all necessary benefits and coverage information in three distinct views. The Dashboard is the defaulted view, b...

Jul 19, 2022 09:25

Manage Individual Enrollments

The Manage Individual Enrollment window is a part of the HR Console. Click here for more information on the HR Console. Employee benefits can be easily viewed and updated through the Manage Individual Enrollments window, where a listing of Employee rec...

Nov 23, 2021 08:01

Document Management

Document Management is a part of the HR Console. Click here for more information on the HR Console. The Document Management window is where all company documents are managed and stored. While multiple file types can be uploaded, only PDF documents can ...

Nov 23, 2021 08:01

Company Newsfeed

Company Newsfeed is a part of the HR Console. Click here for more information on the HR Console. The Company Newsfeed Dashboard displays a record of all announcements, reminders, and postings made to Employees. Posts can be created from this screen as ...

Nov 23, 2021 08:00

eSignatures

eSignatures is a part of the HR Console. Click here for more information on the HR Console. The eSignatures screen lists all documents that require a signature by the Employee. The listing displays the Employee name, Department, Hire Date, the Docume...

Nov 23, 2021 08:00

Event Tracking

Event Tracking is a part of the HR Console. Click here for more information on the HR Console. Event Tracking allows events during an Employee's career, such as a promotion, disciplinary action, and paid leave, to be added and managed in APS Payrol...

Aug 10, 2022 15:56

OSHA Tracking

OSHA Tracking is a part of the HR Console. Click here for more information on the HR Console. OSHA Tracking allows incidents to be recorded and tracked in compliance with OSHA. When the OSHA Tracking window is opened, a listing of all incidents wi...

Nov 23, 2021 07:57

Reporting Console

The Reporting console includes necessary data exports and reports that can help a restaurant analyze Employee information and payroll data. Users can even create their own reports through the Report Builder if additional reports are desired. Addi...

Jan 14, 2022 14:20

Report Manager

The Report Manager is a part of the Reporting Console. Click here for more information on the Reporting Console. The Report Manager houses all preconfigured reports, which are grouped by Console. Once a report is selected, the Report Parameters can be ...

Nov 23, 2021 07:57

Report Builder

The Report Builder is a part of the Reporting Console. Click here for more information on the Reporting Console. The Report Builder uses Report Templates based on Employee information to create the foundation of a customized report in APS Payroll. Once...

Aug 10, 2022 15:57

Analytics Dashboard

The Analytics Dashboard is a part of the Reporting Console. Click here for more information on the Reporting Console. The Analytics Dashboard can be custom-designed by each User and include an unlimited amount of Analytics Tiles, or data sources, ...

Nov 23, 2021 07:51

DocVault

DocVault is a part of the Reporting Console. Click here for more information on the Reporting Console. The DocVault lists all copies of generated payroll reports in the 'Payroll Documents' section and quarterly and annual filings in the '...

Nov 23, 2021 07:50

Data Exports

Data Exports is a part of the Reporting console. Click here for more information on the Reporting console. The Data Exports set up in APS Payroll include Fidelity 401k and R365 GL. The Fidelity 401k export downloads a CSV file of all 401K contributions...

Jul 19, 2022 09:53

W-2 / 1099 / 1095 Forms

W-2 / 1099 / 1095 Forms are a part of the Reporting console. Click here for more information on the Reporting console. W-2 / 1099 / 1095 Forms can be easily created, viewed, and downloaded as a PDF for one or all Employees through this page. Only Pay...

Jan 14, 2022 14:19

APS Payroll: Custom Fields

Custom Fields can be created in APS Payroll to house additional Employee information beyond the current standard fields. When a Custom Field is created by an Admin User, that field will be housed on the Employee record and can be included on any User-built...

Jul 19, 2022 09:54

APS Payroll: Report Subscriptions

Set up Report Subscriptions for Payroll Reports to ensure that the right reports are being sent automatically to certain Users. This cuts out the manual process of running a report alongside Payroll Batches or other key busy times each month. Set Repo...

Jul 19, 2022 09:54

Add a Location Logo

Your Company Logo can be added to the Location Record to appear on AR Invoices and Statements that you create in R365. Location Logos can be added using the R365 Setup Assistant or on the Location Record itself. Via Setup Assistant Ope...

Feb 14, 2022 10:34

AR Imports for FlexiBake Overview

FlexiBake AR Transactions can be imported from CSV files to Restaurant365. Imported AR Transactions contain all of the transaction details and are ready for review and approval upon being imported. AR Transactions can be imported as complete Transactio...

Oct 26, 2021 08:17

Sales Item Record

A Sales Item, or a 'Sell Only' Item, is an item you are going to sell to a Customer but are not going to enter in your POS System, such as consulting services or equipment rental. Built out Sales Items can then be added to an AR Invoice and se...

Apr 03, 2023 08:52

Primary Contact

Contacts can be created on Vendor and Customer Records by clicking the 'Primary Contact' link next to the selector. This will open the Contact form where the Contact can be entered and saved. Contact Form If the Contact was create...

Dec 24, 2020 06:00

AR Credit Memo

The AR Credit Memo is part of Accounts Receivable within the Accounting module of Restaurant365. They are generally used to apply to AR Invoices (cancel out the invoice) by issuing a Credit to a Customer. To create an AR Credit Memo, hover o...

Dec 21, 2022 14:42

AR Invoice

The AR Invoice is part of Accounts Receivable within the Accounting module of Restaurant365. The AR Invoice is used to generate a professional invoice to provide to customers for services or goods you sell them billed separately from your Point of Sal...

Dec 29, 2022 11:10

AR Payment

AR Payments are used to record the receipt of payment for an AR Invoice. AR Invoices can originate from a number of features in R365, including AR Sales, Commissary, Franchising, and House Account transactions. When you have received payment from a Cus...

Oct 26, 2021 08:25

House Accounts

House Accounts exist in R365 to aid the User in automatically creating AR Invoices for the House Accounts at their Locations. When a House Account Payment Type appears on a Sales Ticket through the POS, the Daily Sales Summary will display that transaction...

Nov 18, 2022 08:43

Third Party Delivery Services & House Accounts

In the Accounts Receivable Process for Third Party Delivery services, transactions made hit GL Accounts based on the following: The Customer order is received and entered in the POS and then closed out to unique tender (i.e. Seamless). This imports into ...

Sep 28, 2021 14:45

AR Invoices Paid Through the POS

At times, AR Payments may be received through the POS as a Sales Account or as a Paid In on the 'Paid Out' tab of the Daily Sales Summary. This Sales Account should be mapped to a GL Account called 'House Account Payment Clearing' and shoul...

Oct 26, 2021 11:53

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 subtotaling GL Accounts on Financial Reports (Balance Sheet and P&L). Because of this, the GL Type is a required fi...

Dec 21, 2022 15:12

Add a New GL Account

A new GL Account can be added one of three ways in R365: Account Menu Setup Assistant Import Tool This article will walkthrough the simplest method of the three: the Account Menu. Refer to the Setup Assistant and Import Tool training articles ...

Oct 28, 2021 15:13

GL Account Record

The GL Account Record is where account-specific information for each GL Account resides in the system. This article reviews the fields listed on each tab of this record. To create a new GL Account, please see the Add a New GL Account training. Cli...

Jul 29, 2024 15:18

GL Accounts: Parent Accounts & Child Accounts

GL Accounts can have a specified Parent Account, which would effectively make them a Child Account. Parent Accounts allow Users to group accounts under one main summary account for subtotal and visual grouping on Financial Reports. To assign a Parent ...

Oct 28, 2021 15:44

GL Accounts: 'Restricted Access' Settings

This article reviews the 'Restricted Access - Usage' and 'Restricted Access - Hide Transactions' settings for GL Account Records. Article Topics: Overview Restricted Access - Usage Restricted Access - Hide Transactions Restricted A...

Nov 17, 2023 08:45

GL Accounts: Disable Entry

This article is part of the documentation on the GL Account record. Click here for more information on GL Accounts. If a GL Account is going to be a true Summary Account, we can Disable Entry for the account. The values in the account going forward wil...

Oct 29, 2021 08:30

GL Accounts: Operational Reports Categories

This article is part of the documentation on the GL Account record. Click here for more information on GL Accounts. Operational Reports Category is a setting on the GL Account record for GL Accounts that have a GL Type that appears on the P&L ...

Jan 13, 2023 09:44

GL Accounts: Location Security

GL accounts can have additional, location-based, security set on the GL Account Record. Similar to how the Available to Managers feature limits accounts from being seen and selected, location security can be set to limit accounts for use on only select loc...

Mar 26, 2024 07:47

GL Accounts: Report Settings

On the Report Settings tab, Users can specify additional report settings for the GL Account, including the option to Show Running Total, and assign the Cash Flow Category to Balance Sheet Accounts.   Percent Of None - The default select...

Aug 19, 2021 07:34

GL Accounts: Budget Defaults

The GL Account can have a default budgeted dollar amount set on the GL Account record. This value would then be pre-populated in the 'Set All to Same' field on the Account Detail screen when the Budget is created. By default, 'Budget As...

Oct 29, 2021 09:59

Bank Record

Bank records exist to allow you to perform ACH and Positive Pay exports from the Check Run Screen. Before Direct Bank Connections were introduced, the Bank record was also used to allow Users of specific Banks to import their Bank Activity directly to th...

Jun 24, 2024 07:13

Bank Deposit

The Bank Deposit form is used to record the depositing of funds, from any source, to a Bank Account. The Bank Deposit form pulls any Undeposited Transactions from the GL Account assigned to the 'Undeposited Funds' field in System Preferences:...

Aug 30, 2024 14:44

Bank Expense

The Bank Withdrawal or Bank Expense form is used to create Payments to non-Vendors and record withdrawals directly from your Bank Account. No AP Invoice, AP Credit Memo, or Vendor record will be associated with the Bank Expense. GL Accounts can be sel...

Jan 20, 2022 14:24

Bank Transfer

The Bank Transfer form is used to record the transfer of funds between an organization’s Bank Accounts. Restaurant365 does not initiate the transfer of funds with the bank itself. Transfers must be performed outside the system and then recorded in Res...

Jan 06, 2022 11:48

Bank Activity Overview

Bank Activity simplifies matching bank statements to transactions in R365. With Bank Activity, users can easily create new deposits, withdrawals, and AP payments based on data provided by the bank. The Bank Activity feature speeds up the bank reco...

Mar 12, 2024 14:16

Bank Activity Page

Bank Activity simplifies matching bank statements to transactions in R365. With Bank Activity, users can create new deposits, withdrawals, and AP payments based on data provided by the bank. The Bank Activity feature also speeds up the bank reconcilia...

May 06, 2024 09:24

Bank Activity: Create AP Payment from Bank Activity

If Bank Activity pulls in a withdrawal that does not match any existing payment in R365, an AP Payment can be created using the information gathered from the bank. Only users with the following permission(s) can create an AP Payment from Bank Activity:...

Mar 28, 2024 07:23

Bank Activity: Update and Match Transactions

Matching transactions in Bank Activity makes the Bank Reconciliation process easier. Once your Bank Accounts are set up, then Bank Activity can be pulled and matched. This process consists of the following steps: Navigate to Bank Activity Update Ban...

Aug 01, 2024 14:03

Bank Activity: Manual Import and Export

Manually importing and exporting bank files is one of three ways to update Bank Activity. Click here to learn more about Bank Activity Update Options. Download Activity from Your Bank Log into your bank website and choose to download your bank tra...

Jun 18, 2024 10:22

Direct Bank Connections: Retrieve Bank Activity

This article is part of the Direct Bank Connections training. Click here for more information on Direct Bank Connections Direct Bank Connections work in conjunction with the Bank Activity Screen. Think of the Direct Bank Connections as a replacem...

Jan 06, 2022 11:52

Bank Account Record

Bank Accounts are essential in Restaurant365. Each Bank Account record represents a Bank Account that is part of your organization and is used in the finances and operations of your Restaurant Organization. Bank Accounts exist as GL Accounts in R...

Jul 17, 2024 08:14

Adding a New Bank Account or Checkbook

Bank Accounts or Checkbooks exist as GL Accounts in R365. They can be added using one of the following methods: Account menu Setup Assistant Import Tool This document will demonstrate the simplest method of the three, the Account menu. Refer t...

Jan 07, 2022 11:29

Positive Pay Overview & Reports

The Positive Pay feature (sometimes referred to as Safe Pay) allows users to export a list of checks from R365 in a format to be uploaded to a bank. The purpose of the upload is to alert the bank of these checks so they can be cashed. This is a service off...

Aug 15, 2024 07:13

Check Printing Setup - UNITED STATES Check Format

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. B...

May 29, 2024 10:15

Check Printing Setup - CANADA Check Format

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...

May 29, 2024 10:34

Check Signatures

The system allows the following options around how your company can handle signatures on checks. Click here for more information on how to create a Check Signature. This article reviews the following topics: Check Signature Options Second Signature ...

Dec 21, 2022 16:06

Creating a Check Signature

Restaurant365 gives Users the option to upload a signature to be included on checks for transactions involving Bank Accounts. If the signature and the file containing the signature are not formatted correctly, the signature function may not work properly. ...

Dec 21, 2022 16:03

Direct Bank Connections Overview

Direct Bank Connections is one of three ways that Bank Activity can be updated. Click here to learn more about Bank Activity Update Options. Direct Bank Connections allow you to connect your financial institutions directly to the Bank Activity fea...

Dec 21, 2022 16:26

Direct Bank Connections: Connecting Bank Accounts

This article is part of the Direct Bank Connections training. Click here for more information on Direct Bank Connections. When using R365 Direct Bank Connections with Bank Accounts utilizing Multi-factor Authentication (MFA), it might be necessary t...

Nov 20, 2023 13:26

Direct Bank Connections: Bank Accounts with Multi-Factor Authentication

This article is part of the Direct Bank Connections training. Click here for more information on Direct Bank Connections. R365 Direct Bank Connections can be used in conjunction with Bank Accounts that have Multi-factor Authentication (MFA). MFA A...

Jan 07, 2022 13:55

Budgeting Overview & Security

Advanced Budgeting in Restaurant365 allows Users to build and customize budgets to meet the needs of their organization. Budgets can be created for both Balance Sheet and Profit & Loss Statement Accounts. Budgets can be created from prior year act...

Jun 20, 2024 08:15

Budgeting: Budget Parameters Screen

This article describes the Budget Parameters screen in the Advanced Budgeting feature in Restaurant365. Click here for more information on Budgeting. Budgets can be created and saved with the following parameters: Current and future years Single Loc...

Jan 07, 2022 14:47

Advanced Budgeting Page

This article describes controls and columns on the Advanced Budgeting page of R365’s Budgets feature. The Advanced Budgeting page is used to view and edit budgets. Users with the required permissions enabled can perform a variety of budget-related tasks fr...

Jul 03, 2024 10:16

Budgeting: Creating a New Budget

Creating a Budget or copying a prior year's budget is simple using the Advanced Budgeting feature in R365. To learn more about budgeting, view the Budgeting Overview training article. Important Note: The budget will only display on the Profit and L...

Jan 07, 2022 15:12

Budgeting: Account Details Page

This article describes the Budget Accounts Detail Page in the Advanced Budgeting feature in R365. Click here for more information on Budgeting. Details about the budget, including the selected GL Account amounts and/or percentages, can be viewed throug...

Jun 20, 2024 08:13

Budgeting: Completing and Updating Budgets

This article describes the steps necessary to complete a new budget or update an existing budget using the Advanced Budgeting feature in Restaurant365. Click here for more information on Budgeting. Article Topics Completing / Updating Budgets Manual...

Nov 21, 2023 06:51

Budgeting: Troubleshooting Import Issues

If you are experiencing issues while importing a Budget into R365, it often is due to incorrect file formatting, issues with the Fiscal and/or Operational Year Setup, or errors while adjusting a budget. Navigate to each section as it pertains to an issue y...

Oct 05, 2023 11:57

Fixed Assets Overview & Security

The Fixed Assets section of the Accounting module allows users to track fixed assets in R365. Fixed assets can be any physical item that resides at a location long-term. The Assets page is used to track these items. For example, a location purcha...

Feb 23, 2024 10:17

Fixed Assets: Asset Classes

This article is part of the Fixed Assets Module training. Click here for more information on the Fixed Assets Module. Asset Classes serve as templates that are used in the creation of Assets. Additionally, Assets can be sorted or organized by Asse...

Jan 10, 2022 12:25

Fixed Assets: Asset Categories

This article is part of the Fixed Assets Module training. Click here for more information on the Fixed Assets Module Asset Categories allow you to create an additional reporting level for your Assets. Categories are User-defined and allow you to...

Jan 10, 2022 12:29

Fixed Assets: Depreciation Method Definitions

This article is part of the Fixed Assets Module training. Click here for more information on the Fixed Assets module. Specifically, Depreciation Methods are set on the Asset Class, as well as on the Asset record. Through the Asset Class or Asset reco...

Jan 10, 2022 15:13

Fixed Assets: Convention Definitions

This article is part of the Fixed Assets Module training. Click here for more information on the Fixed Assets module. Specifically, Conventions are set on the Asset Class as well as on the Asset record. The Averaging Convention is selected on ea...

Jan 10, 2022 15:17

Fixed Assets: CIP & Active Credit Offset Accounts

This article is part of the Fixed Assets Module training. Click here for more information on the Fixed Assets module and click here for more information on Asset actions, where CIP & Active Offset Accounts are selected. When the Status of an A...

Jan 10, 2022 15:18

Asset Record

This article is part of the Fixed Assets Module training. Click here for more information on the Fixed Assets module. The Fixed Assets section of the Accounting module allows users to track fixed assets in R365. Fixed assets can be any physical it...

Jun 05, 2024 10:57

Fixed Assets: Asset Record - Asset Status

This article is part of the Fixed Assets module training. Click here for more information on the Fixed Assets module and here for more information on the Asset record, where the status is set. Asset Status Indicator The Asset Status Indicator pro...

Jan 10, 2022 15:45

Fixed Assets: Asset Record - Asset Actions

This article is part of the Fixed Assets Module training. Click here for more information on the Fixed Assets module and here for more information on the Asset record where the actions can be performed. The Asset 'Actions' menu appears after an...

Aug 17, 2022 13:13

Fixed Assets: Related Expenses

This article is part of the Fixed Assets module training. Click here for more information on the Fixed Assets module. The Fixed Asset module allows Users to relate expenses, such as AP Invoices and Journal Entries, to Assets. This can be performed on t...

Jan 11, 2022 13:59

Workflows Overview & Security

The Workflows feature in R365 allows your organization to establish a chain of approvals for specific transaction types. Workflows can be configured for AP invoices, journal entries, and payment runs. If Workforce is enabled, Workflows can also be con...

Mar 28, 2024 07:34

Workflows Example Flowchart

This article is part of Workflows training. Click here for more information on Workflows. Example Workflow Rule-Set Example AP Invoice Process Flowchart (click to expand) Note: An additional process is available where any high...

Mar 22, 2024 14:24

Workflows Setup

Workflow Setup is the administration and configuration page for Workflows. This page is restricted to users with the following permission: Administration → Workflows → Edit Workflows Setup On this page, specific workflows can be set for each loc...

May 01, 2024 13:14

My Workflows

This article is part of Workflows training. Click here for more information on Workflows. My Workflows is the central hub for all of your pending, and future, workflow approvals. The contents of this page will be unique to each user that is part o...

Jul 30, 2024 07:31

Approvals in Workflows

This article is part of Workflows training. Click here for more information on Workflows. AP invoices and journal entries that meet certain criteria must be approved by an approval hierarchy when workflows are enabled. This article demonstrates ho...

Jul 30, 2024 06:36

Workflow Approval Groups

This is a part of the Workflows feature. Click here to learn more about Workflows. Workflow Approval Groups can be created so that multiple Users instead of just one User can be assigned to a set approval level in My Workflows. When a Workflow Group is...

Apr 07, 2022 08:32

Journal Entries Overview

Journal Entries can be manually entered, system generated, or imported in to Restaurant365. Security The Permissions listed here are associated with Journal Entries. These Permissions can be added to Custom User Roles or single Users. Learn m...

May 31, 2024 08:13

New Journal Entry

This article will walk you through the steps to create a new Journal Entry. Please note, if you are entering a large Journal Entry, you may want to use the Journal Entry Import function. This functionality will you allow to import a pre-defined templa...

Nov 29, 2021 12:41

Reversal Journal Entry

Reversing Journal Entries allow a User to create a second duplicate transaction where the debits and credits are reversed to help with month-end accrual transactions. It is important to note that Journal Entries will not be automatically approved when...

Jan 10, 2022 10:44

Importing Journal Entries

Journal Entries can be entered into Restaurant365 various ways. This article will discuss how Journal Entries can be imported through the use of .CSV templates. It is important to note that negative values cannot be entered in the Journal Entry Template. T...

Apr 24, 2023 09:55

Journal Entry Import Templates

Journal Entries can be imported in to Restaurant365 using CSV templates. Click here for the Journal Entries Overview page. Two types of Journal Entries can be imported in to Restaurant365: Journal Entry Payroll Journal Entry Each type can be impor...

May 21, 2024 09:51

Payroll Liability

The 'Accrued Payroll Account' selector on the Location record will be used to record payroll liability in R365. As each DSS is polled, the Location's set GL Account will keep track of your daily labor costs and post a daily labor accrual t...

Jan 10, 2022 10:58

Creating a Memorized Journal Entry

Recurring Transactions are set up using memorized transactions. The Memorized Transaction functionality allows the user to save a template that can be used over and over again (automatically or manually) without having to re-key all the details. For your m...

May 21, 2024 09:50

Payroll Journal Entry

Payroll journal entries record journal entries that are imported from your organization's third-party payroll provider and are used to reconcile labor accrual entries imported from the POS for each day of the pay period. There are three unique fie...

Jul 19, 2024 09:50

Transaction Spreading

Transaction spreading in Restaurant365 allows users to spread transactions across multiple periods. Transaction spreading can be utilized for AP invoices, AP credit memos, and journal entries in Restaurant365. To create a transaction spread, the transactio...

Jul 29, 2024 13:57

Journal Entry Type

Journal Entries that are manually-entered or imported into R365 will have a Journal Entry Type associated with them. Selecting a Journal Entry Type will then help Users easily identify Journal Entries from the Journal Entries, All Transactions, and Transac...

Jan 10, 2022 11:00

Scheduling Module Overview & Security

The R365 Scheduling Module is a complete scheduling solution to manage your labor workforce. In order to access the Scheduling Module, it must first be activated. This occurs by default for all new customers. If you do not currently have access to ...

Mar 06, 2024 14:10

Scheduling: Schedule Calendar

This article reviews the Schedule Calendar, which is the main page of the Scheduling Module. Here, Users can view, create, edit, publish, and print Schedules. Article Topics: Overview Navigation Header Forecasts and Advanced Metrics Shift T...

Sep 06, 2024 09:15

Scheduling: Creating and Editing Schedules

This article reviews creating and editing Schedules on the Schedule Calendar. Article Topics: Starting Schedule for an Upcoming Week Creating a New Shift Copy and Paste a Shift Delete Shifts Assigning Employees Edit Shift Details with Drag and ...

Sep 06, 2024 09:24

R365 Scheduling Quick Start Guide

This Quick Start Guide will take you through the entire R365 Scheduling Module and have you building Schedules and saving money, starting today! The Basics Before digging into a deep dive of Scheduling, follow this checklist to cover the basics o...

Jul 03, 2023 16:13

Scheduling: Labor Forecasting

This article reviews Labor Forecasting within the Scheduling Calendar. If Smart Labor is enabled, Sales and Labor Forecasts can be viewed within the Schedule Calendar. The Forecasts within the Schedule Calendar are based on Daily Forecasts, Hourly...

Aug 21, 2023 14:11

Scheduling: Managing Requests in the Manager Queue

This article reviews the Manager Queue within R365 Scheduling. Here, Users can view, approve, and deny Employee scheduling-related requests. Article Topics: Overview Opening the Manager Queue Manager Queue Tabs Manager Notifications Heade...

Sep 06, 2024 09:45

Schedule Calendar: View & Template Options

This article reviews the View & Template Options within the Scheduling Calendar. Article Topics: Overview Navigation View Settings Saved Views View Options Sort Start With Section Scheduler Templates Prior Week Action Buttons De...

Aug 01, 2024 13:35

Schedule Calendar: Publish, Unpublish, and Alert Employees

Shifts can be Published and Unpublished individually or in bulk by Employee, Job, or Department. Additionally, Individual Shifts can be Published or Unpublished by right-clicking the Shift and selecting the desired action. Each time a Shift is Published/Un...

Jul 03, 2023 16:15

Schedule Calendar: Print Options

This article reviews the Print Schedule page within the Schedule Calendar. The Print Schedule page on the Schedule Calendar allows users to select which portions of the Schedule Calendar to print. Print Options Field Description 1...

Sep 06, 2024 09:17

Scheduling: Shift Details Form

This article reviews the Shift Details form within the Scheduling Calendar. Shifts are the detailed Employee assignments on the Schedule. Shifts are created and edited as part of the Schedule creation process. Learn more about creating, copying, and de...

Sep 06, 2024 09:27

Smart Ops Release: Jobs List

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Jobs list in the Smart Ops Release is where all Job forms are created and stored. Users can create customized table views of the columns and/or filter...

Dec 16, 2022 09:44

Job Titles

Note: POS Account Rules can be set up to map new and unmapped Job Titles brought in from the POS. Click here to learn about POS Account Rules. Job Titles offer an optional labor accrual tracking feature to POS integrations to Restaurant365. A Job Title...

Jan 14, 2022 12:02

Smart Ops: Job Records

This article reviews Job Records within Smart Ops and Workforce. A Job Record contains all of the details for a single Job in R365. Jobs are used in conjunction with the POS Integration to track Employee punches associated with Labor Accrual Journal E...

Sep 19, 2024 07:28

Scheduling: Job Responsibilities

Responsibilities allow a job to be further classified based on qualifications or skills. In Scheduling, responsibilities are assigned to shifts so that the shift can only be assigned to employees who have the matching responsibilities assigned to t...

May 13, 2024 15:52

Scheduling: Exclude Jobs

Jobs can be marked as excluded from the Schedule and/or from the POS Import from within the Job Form. Jobs that are excluded from the Schedule are often removed if they are outdated or a higher level position. Jobs are often excluded from POS Import so tha...

Mar 30, 2023 16:34

Smart Ops: Departments List

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Departments List stores all Department Records created in R365. Users can create customized table views of the columns and/or filters used in the de...

Mar 18, 2024 10:27

Smart Ops : Department Record

This is article reviews Departments within Smart Ops. Departments allow certain Jobs to be grouped together and used for Scheduling and Goal Setting purposes. By setting Labor Goals by Department, Users can further classify their Labor needs beyond jus...

Mar 06, 2024 14:11

Smart Ops Release: Sites

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Sites are non-Restaurant Locations, such as a banquet hall, hotel, and arena, among others, where Employees may be scheduled to work. These are often o...

Dec 16, 2022 09:36

POS Employee Records

This article reviews POS Employee Records. POS Employee Records are automatically created for each Employee included in POS data. Here, Users can view the POS ID, Location, and linked Employee Record for the POS Employee. Article Topics: Overvie...

Aug 02, 2024 10:40

Employee Master

When new Employees are hired onto your team, their Employee information should be entered in your POS System so that at the end of the night, the Daily Sales will pull in their POS ID and create a new Employee record in R365 for them. Once an Employee ...

Dec 20, 2022 09:59

Manager Tools Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. The Manager Tools page provides access to the following key managerial functions: Announcements, Blackout Days, Events, Request Cutoffs, and Time Off...

Mar 07, 2023 09:28

Manager Tools: Announcements

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Announcements are used to communicate important messages to Employees. When an Announcement is created on either the We...

Apr 25, 2023 10:38

Manager Tools: Blackout Days

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Blackout Days are specific dates on the Schedule Calendar that no Employee can request off. When entering Blackout Days, on...

Dec 23, 2022 10:40

Manager Tools: Events

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Events form enables Users to enter Events that are occurring in the area that may have an effect on a Restaurant Location,...

Dec 23, 2022 10:39

Manager Tool: Request Cutoffs

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Request Cutoffs set the day and time limitations by which Employees can submit Time Off Requests. From the 'Request Cut...

Sep 22, 2022 15:36

Manager Tools: Time Off

This article reviews the Time Off tab on the Manager Tools page. Article Topics: Overview Creating Time Off Requests on Behalf of Employees Important Notes About Approving/Denying Requests Time Off Grid Time Off Grid Columns Time Off Re...

Apr 09, 2024 11:45

Manager Tools: Creating Time Off For an Employee

This article reviews creating time off requests on the Time Off tab of the Manager Tools page. In the event that an employee does not have access to the R365 Mobile App to submit a time off request, users with access to Manager Tools can create a time ...

Aug 06, 2024 16:17

Manager Tools: Enhanced Events - Coming Soon

This article is part of Manager Tools and covers Enhanced Events, a feature releasing to R365 over the course of 2024. Events enables users to enter events that are occurring in the area or at the restaurant that may have an effect on a restaurant loc...

Aug 05, 2024 14:30

Manage Event Categories

This article is part of enhanced events and covers managing event categories. R365 has a default set of categories that users can create subcategories under. When creating an event, users must select a subcategory from the Category field. If the desir...

Jul 23, 2024 13:36

Admin Page Overview & Security

This article reviews the Admin page within Smart Ops. The Admin page is where Labor Rules, the Labor Matrix, and Pay Periods can be updated to reflect the needs of your organization. From this page, Users with the necessary security access can vie...

Jul 31, 2024 16:12

Admin Page: Overtime Rules

This article reviews the 'Overtime Rules' tab of the Smart Ops Admin page. Here, Users can view, edit, and create Overtime Rule Groups. Article Topics: Overview Important Notes Overtime Calculations Across Locations Exempt Employees ...

Apr 11, 2024 08:43

Admin Page: Break Rules

This is part of the Admin page in Smart Ops. The 'Break Rules' tab of the Admin page is where Break Rules can be set up to ensure that each selected Location complies with any company policies and/or local laws for Employee Breaks. From th...

Apr 05, 2024 09:42

Admin Page: Minor Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The 'Minor Rules' tab of the Admin page is where Admin Users can create Minor Rules that follow Federal and State Labor Laws f...

Dec 23, 2022 11:02

Schedule Calendar: Minor Rules

This article reviews how Minor Rules are used within Scheduling. When Minor Rules are created and marked as 'Active', they will be applied to the Schedule Calendar. These Rules will then assist the Scheduler in following Federal and State Labor...

May 16, 2023 17:03

Admin Page: Labor Matrix Overview

The Labor Matrix is part of the Admin page in Smart Ops. The Labor Matrix is the foundation for configuring a Smart Labor Forecast, enabling Admin Users to detail the Hours of Operation, Job Types, and Labor needed, as well as other aspects. ...

Jun 20, 2023 17:06

Labor Matrix: General Subtab

This article is part of the 'Labor Matrix' on the Smart Ops 'Admin' page. The Labor Matrix opens to the General subtab, where Restaurant Operating Hours and Scheduled Jobs are selected. The Labor Type for each Job being scheduled is...

Jul 14, 2023 11:19

Labor Matrix: Fixed Labor

This article is part of the 'Labor Matrix' on the Smart Ops 'Admin' page. The Fixed Labor subtab lists all Jobs for the selected Location that have been defined as 'Fixed Labor' on the 'General' subtab of the Labor Matr...

Nov 04, 2022 10:35

Labor Matrix: Variable Labor

This article is part of the 'Labor Matrix' on the Smart Ops 'Admin' page. The Variable Labor subtab contains the settings for all Jobs that have been tagged as 'Variable Labor' on the 'General' subtab. Using a Va...

Nov 04, 2022 10:35

Labor Matrix: Day Parts

This article is part of the 'Labor Matrix' on the Smart Ops 'Admin' page. The Day Parts subtab is where Day Parts can be defined for both the 'Variable Labor' subtab and the Schedule. Any number of Day Parts can be created, as ...

Jun 20, 2023 17:07

PTO Accruals Overview

This article is an overview of PTO Accruals, which allows for managing time off balances and earnings for employees in R365. Note: PTO Accruals replaces the legacy Workforce PTO Policies. Please contact your CSM or R365 Support to learn about transitio...

May 07, 2024 11:51

PTO Accruals: Policy Types

This article discusses the policy types within PTO Accruals. Article Topics: Unlimited Accrued Fixed Day Unlimited The unlimited policy type allows employees to request an unlimited amount of time off with the associated earning type. With ...

Apr 12, 2024 10:52

PTO Accruals: Accrual Rules Tab

This article reviews the Accrual Rules tab of the Labor Admin page. Here, users can view, create, and edit accrual rules. Article Topics: Navigation & Security Navigation Security Accrual Rules Grid Navigation & Security Navi...

Jan 24, 2024 11:29

PTO Accruals: Accrual Rule Details Sidesheet

This article reviews the Accrual Rule Details sidesheet on the Accrual Rule tab of the Labor Admin page. Here, users can view and edit the details for a single accrual rule. Article Topics: Navigation & Security Navigation Security ...

Apr 15, 2024 11:08

PTO Accruals: Creating an Unlimited Policy Accrual Rule

This article reviews the steps for creating an accrual rule for an 'unlimited' type PTO policy using the accrual rule wizard on the Labor Admin page. Creating an Unlimited Policy Follow these steps to create a PTO accrual rule for an unli...

Jan 24, 2024 11:31

PTO Accruals: Creating a Fixed Date Policy Rule

This article reviews the steps for creating an accrual rule for a 'fixed date' type PTO policy using the accrual rule wizard on the Labor Admin page. Process to create a fixed date policy with the accrual rule wizard Starting the Accrual ...

Apr 15, 2024 11:08

PTO Accruals: Creating an Accrued Policy Accrual Rule

This article reviews the steps for creating an accrual rule for an 'accrued' type PTO policy using the accrual rule wizard on the Labor Admin page. Process to create an 'accrued' policy with the accrual rule wizard Starting the Accr...

Jan 24, 2024 11:31

PTO Accruals: Accrual Rule Versioning and Deactivating

This article reviews creating versions for existing accrual rules, editing accrual rule versions with effective dates in the future, and deactivating current accrual rules. Learn more about PTO Accrual Rules here. Article Topics: Versioning and Deact...

Apr 03, 2024 09:24

PTO Accruals: Assigning Accrual Rules to Employees

This article reviews assigning PTO accrual rules to employees. Article Topics: Overview How to Assign Accrual Rules to a Single Employee How to Bulk Assign Accrual Rules to Employees Overview Accrual rules are assigned to employees on th...

May 07, 2024 12:08

PTO Accruals: Adjusting Accrual Balances

This article reviews the steps to adjust an employee's PTO accrual balance. Security Only users with the following permission will be able to adjust accrual balances: Labor Employees Time Accrual Balances Edit Accrual Balances ...

Feb 13, 2024 15:39

Employees in R365

Article Topics Introduction Employees Page and Employee Records Employees Page Employee Record Sidesheet General Employee Record Management POS Integrations Employee Master Jobs Employee Record Management for Payroll App Access and My Pay O...

Aug 02, 2024 10:23

New Employee Checklist

Adding New Employees to R365 The first step to ensuring a new employee is active for scheduling and/or Workforce Payroll is to confirm that they have a single employee record. Employee records are created in the following ways: Automatically thro...

Aug 02, 2024 10:30

Employees Page

Employee records and the Employees page in Smart Ops are being updated throughout Q3 and Q4 of 2024. This article is for the updated version of the Employees page. For the legacy version of the Employees page, please refer to the legacy Employees page doc...

Aug 02, 2024 10:26

Merge Employee Records

When an employee has multiple employee records associated with them, they must be merged into a single record. This ensures that all data associated with the employee is connected to a single record and that the employee will have only one login for the R3...

Aug 30, 2024 07:51

Employee Merge Wizard

This article reviews the Employee Merge wizard. This wizard walks the user through merging up to 20 employee records at the same time. Learn more about the impacts of merging employee records here. Note: The Employee Merge wizard is only availabl...

Aug 02, 2024 10:32

Proposed Merges Wizard

The Proposed Merges wizard highlights employee records that might need to be merged based on matches in the employee's full name, email address, or payroll ID. Once a default record is selected and incorrect matches are removed, the Employee Merge wiza...

Aug 30, 2024 07:51

Employee App Access

The Employee App Access permission grants an employee access to the portions of the R365 Mobile App and the limited-use employee web browser portal that are tied to their employee record. This includes employee access to Scheduling, R365 Messaging, and My ...

Aug 02, 2024 10:26

Inactive Employee Records

To ensure that historical employee information is included in reporting, it is recommended to never delete employee records. To remove an employee from the schedule and remove their access to the R365 Mobile App, it is recommended to make their employee re...

Aug 02, 2024 10:26

Employee Update Templates

This article reviews the updated Employee Update Template and the Payroll Employee Update Template. These two imports are used to update employee information in bulk. Note: The updated Employee Update Template is only available when Workforce Payroll i...

Aug 02, 2024 10:23

Employee Records

Employee records and the Employees page in Smart Ops are being updated throughout Q3 and Q4 of 2024. This article is for the updated version of the employee records. For the legacy version of the employee records, please refer to the Legacy Employee Record...

Jul 31, 2024 16:13

Franchising Overview & Security

The Franchising Module assists restaurant groups in tracking Franchisees, each Franchisee Location, Contracts, Franchisee Daily Sales, and automates Franchisee Billing/ACH Payment Collection. To activate the Franchising Module, please contact your Sa...

Dec 23, 2022 14:50

Franchisee Setup

This article is part of the Franchising module training. Click here for more information on Franchising. Franchisees are the top level group in the Franchising module that may own one or more Franchise Location (Stores). On this record you store ...

Apr 18, 2023 15:05

Franchisee Locations (Stores)

This article is part of the Franchising Module training. Click here for more information on Franchising. Franchisee Locations (also referred to as stores) are records for each restaurant store that your Franchisees own. They are stored as a special ty...

Jan 04, 2024 12:05

Franchisee Daily Sales

This article is part of the Franchising Module training. Click here for more information on Franchising Franchisee Daily Sales are individual records for each Franchisee Location each day with the sum total of sales for the day at each Location. ...

Jul 12, 2021 08:20

Franchisee Billing Process

This article is part of the Franchising Module training. Click here for more information on Franchising. Franchisee Billing is the process ran to auto-create AR Invoices to bill each of your Franchisees for fees incurred in a specific date range. ...

Jan 14, 2022 15:15

AP Invoice: Franchising

This article is part of the Franchising Module training. Click here for more information on Franchising. Franchisors have the option of recording and paying AP Invoices on behalf of their Franchisees. The expense can then be passed on and billed t...

Jan 14, 2022 15:16

Catering Overview & Security

The Catering module in Restaurant365 is a complete, integrated, catering solution for you and your organization. Catering Managers will be able to track events and their associated payments and tasks, catering representatives and their customer relati...

Dec 23, 2022 14:56

Catering: Catering Settings

This article is part of the Catering module documentation. Click here for more information on the Catering module. On the 'Catering Settings' screen, Item Types, Commission Rates, Event Times, Event Types, Sources, and Catering Contracts c...

Jan 17, 2022 08:38

Catering: Contract - Subtotal By

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Contracts have the ability to be Subtotaled in one of four ways. This option is set in the Catering Settings. Click here for mor...

Jan 17, 2022 08:41

Catering: Items

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Items exist in the Catering module and are the items that will make up the contents of the Catering Menus and Catering Contracts...

Apr 03, 2023 08:53

Catering: Catering Menus

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Menus can be created to quickly and easily add Catering Items to Catering Events as well as to produce a formatted Catering Menu...

Jan 17, 2022 09:49

Catering: Sites and Rooms

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Sites are event sites that are used in Catering Events. Sites also exist within the Scheduling module. Click here for more infor...

Jan 17, 2022 10:01

Catering: Catering Events

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Events are what drives all activity in the Catering module. Events are where your Catering Representatives will track catering o...

Dec 23, 2022 14:57

Catering: Catering Event Status

This article is part of the Catering module documentation. Click here for more information on the Catering module and Catering Events. The Status of a Catering Event is broken down in to six levels: Prospect Proposal Signed Event Complete Bi...

Jan 17, 2022 10:33

Catering: Catering Event Actions

This article is part of the Catering module documentation. Click here for more information on the Catering module and Catering Events. The 'Action' menu on the Catering Event record allows a User to perform numerous actions in preparing and fin...

Jan 17, 2022 10:55

Catering: Segments

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Events have Catering Segments to separate multiple meals/Segments throughout the event. These are customizable fields that the U...

Jan 17, 2022 11:23

Catering Reports Overview

Catering Reports focus in on the details of selected Catering Events to show the Status, Cost, Profit, and Invoices associated with each Event. Certain reports will also display the event information associated with a specific Catering Representative ...

Sep 27, 2021 14:35

Catering Commissions

The Catering Commissions Report pulls all of the Catering Event Information from the system to view the Total Amount, the percentage of Commissions, and the dollar amount of Commissions for each event. A listing of all events are displayed first indiv...

Sep 27, 2021 14:37

Catering Event Profitability

The Catering Events Profitability Report shows the Cost and Revenue of each event. Expanding the details of each event shows a further breakdown by Expense Category and how each category played a factor in the total profit of the event. Navigatio...

Sep 27, 2021 14:39

Catering Menu

The Catering Menu Report allows the User to select any or all Catering Menus to view the items that make up each menu, including their U of M, Quantity, Price, and Total Cost. The report parameters will even enable menus to display Location logos if s...

Sep 27, 2021 14:40

Catering Receivables Aging

The Catering Receivables Aging Report lists all Catering Customers who are past due on a payment. When each Customer row is expanded, a listing of all AR transaction numbers are hyperlinked to their AR transaction, allowing the User to view event tran...

Sep 27, 2021 14:41

Classic Manager Log Overview

The Classic Manager Log module in Restaurant365 is a fully integrated Log application. Within the Manager Log, DSS data can be viewed and updated at a glance, recurring Task Lists can be utilized and tracked, and Document Libraries can sort and store ...

Dec 23, 2022 15:04

Classic Manager Log: Calendar View

This article is part of the Classic Manager Log Module training. Click here for more information on the Classic Manager Log module. The Calendar View is the default view in Manager Log. On this screen, a User can see summary data for one Location ...

Jan 25, 2024 12:58

Classic Manager Log: Create Log Entries

This article is part of the Classic Manager Log Module training. Click here for more information on the Classic Manager Log module. Manager Logs can be entered in R365 to note any important notes for a specific day. These logs can be managed on bo...

Jan 25, 2024 12:37

Classic Manager Log: Daily Overview

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module. The Daily Overview screen provides all the detail that cannot be displayed on the Calendar View. A User can load th...

Jan 25, 2024 12:46

Classic Manager Log: Document Library

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module. The Document Library is a place where Managers can store important forms, PDFs, and/or Employee handbooks. When doc...

Jan 25, 2024 12:35

Classic Manager Log: Flagged Entries View

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module. Flagged Entries are Tasks and Log Entries that require additional follow up. The Flagged Entries View provides an i...

Jan 25, 2024 13:15

Manager Log: Link To Types

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module. Link To Types allow Manager Log entries to be directly linked to another record through R365. For example, a 'Task&...

Feb 07, 2022 07:56

Classic Manager Log: Log Categories

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module. Log Categories allow Users to separate Log entries by a specific category for easy sorting and follow up. Log Categories...

Jan 25, 2024 13:17

Classic Manager Log: Logs View

This article is part of the Classic Manager Log Module training. Click here for more information on the Classic Manager Log module. The Logs View allows you to view and filter all Log Entries by Location and Log Category. This article will describ...

Feb 07, 2022 07:51

Classic Manager Log: Task List Setup

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module Task Lists are User-created lists that can be put to use manually or scheduled for regular reoccurring use. Task Lists ca...

Jan 25, 2024 13:20

Partner Channel Users - Multi-Instance Login

With the introduction of the Multi-Instance Switching feature, Partner Channel Users will be able to switch between instances with a single login. Users who are added to a multi-instance account will have modified User records to reflect the updated login ...

Dec 29, 2022 08:43

Multi-Instance Switching

Multi-Instance Switching enables Users who oversee multiple R365 instances the ability to switch between them using the same User ID. The Multi-Instance Switching menu provides this easy transition by listing all favorited instances as well as the five mos...

Oct 20, 2023 14:58

Multi-Instance Nicknames

Channel Partner Users have the ability to create nicknames for the instances that they oversee. These nicknames can be viewed from the Multi-Instance Switching menu and the Multi-Instance Switching page, which is where these nicknames can also be managed. ...

Jan 11, 2023 12:47

Client Record

Client records and Client options are only available to Partner Channel Users who are managing multiple Client instances. The Client record stores information about each Client, including their name, address, contact information, and more. Once a record is...

Jan 11, 2023 12:49

R365 Custom Financial Reports Writer: Sharing Across Instances

The R365 Financial Report Writer enables Users to share their created Report Templates and Report Packages across the multiple instances that they oversee. When Templates are shared, the Column Layout undergoes a Validation Process to ensure that all insta...

Dec 29, 2022 10:17

Financial Dashboard: Sharing Saved Views Across Instances

This article is part of Financial Dashboards. Learn more about Customizing Financial Dashboards here. Users that manage multiple Instances can share Financial Dashboard saved views across all instances. This allows for a customized Financial Dashboar...

Mar 09, 2023 09:24

MFA: Across Instances

This article reviews MFA configurations for Multi-Instance organizations. For Multi-Instance organizations, MFA configurations are designed to provide consistency with the following: MFA Methods are controlled at the organization level, and all asso...

Sep 19, 2023 16:34

Custom User Roles: Sharing Across Instances

This article reviews sharing Custom User Roles across Instances for Multi-Instance organizations. On the User Roles tab of the Security & Permissions page, Users who manage multiple Instances can share Custom User Roles across the Instances that t...

May 04, 2023 09:14

Workforce: Year End Tasks and Timeline

This article reviews the tasks for end-of-year payroll processing within Workforce. Article Topics End-of-Year Timeline November - Mid-December December: Final Pay Run of 2023 (Dec 16th - 27th) December: After the Final Pay Run of 2023 (Dec 17th -...

Jan 12, 2024 13:03

Workforce: Year End Checklist

This article reviews the Year End Checklist page within Workforce. Here, users can track tasks related to end-of-year payroll processing and employee W-2s. Article Topics: Navigation & Security Navigation Security Year End Checkl...

Nov 13, 2023 08:40

Workforce: Employee W2s

This article is an overview of managing employee W2s within Workforce. Article Topics: Paperless W2s W2s in the Employee Self-Service Portal W2s on the Employee Record W2 EOY Process Paperless W2s Instead of a paper copy, employees may choo...

Dec 21, 2023 09:02

Workforce Employee Records: Completing or Updating an I-9 Form

This article reviews the editable I-9 form in the Signed Documents folder on the Documents tab of Employee Records. Note: Editable I-9 forms are only available when Onboarding I-9s is enabled on the Workforce Onboarding page. Article Topics Nav...

Apr 04, 2024 08:45

Workforce: Onboarding I-9s

This article is an overview of I-9s within the Workforce payroll onboarding process. Article Topics Enabling Onboarding Form I-9 I-9s in the Onboarding Process I-9s in Shared Documents Completing an I-9 Form I-9 Report Form I-9 USCIS Update 20...

Apr 04, 2024 08:42

APS Payroll: Year-End Procedures

In order to help with a smooth Year End, APS Payroll has you covered! The following documents provide valuable information to ensure final Payroll Batches are completed and submitted on time and all Tax Forms are reviewed, edited, and approved before their...

Jul 19, 2022 09:55

APS Payroll: Final Payroll Submission Dates 2022

The following are Holiday Processing and Final Payroll Submission dates for 2022 to ensure that your Employees are paid on time. Click here for a printable pdf of R365 Key Dates for 2022 Year-End Processing. Christmas Processing Schedule Pay...

Dec 01, 2022 11:32

APS Payroll: Tax Form Deadlines

W2 and 1099 Tax Forms will be available to review beginning Saturday, January 1, 2022. W2s must be approved by 12 pm CST on Tuesday, January 11, 2022. If your W2s or 1099s are not available for review by January 5, then they are still in Internal Revie...

Jul 19, 2022 09:56

APS Payroll: Year-End Dashboard

The Year-End Dashboard is where all Tax Forms can be accessed, reviewed, edited, and approved before the Key 2021 Deadlines. Status updates will display when forms are ready to be reviewed, printed, and more to ensure your Organization is on track for the ...

Jul 19, 2022 09:57

APS Payroll Year-End Frequently Asked Questions

We know you have questions, and we're here to help. This page contains many of the commonly asked questions regarding year-end procedures, deadlines, and W-2s. What are final payroll submission dates for 2022? Payroll Type Submission Date(s...

Dec 09, 2022 14:13

APS Payroll: Tax Form Edits and Distribution

All Tax Forms can be accessed, reviewed, edited, and approved before the Key 2021 Deadlines from the Year-End Dashboard. If an issue is found while reviewing Tax Forms, they should be rejected and the issue should be documented. Note: Rejecting forms ...

Jul 19, 2022 09:57

APS Payroll: Import Box 12 Health Amounts

If your Organization is not withholding Employee amounts and tracking the Employer amount on the applicable deduction, then the information for Box 12 should be manually uploaded. This information is required for ACA reporting. Ensure to review all Emp...

Jul 19, 2022 09:57

APS Payroll: Paperless W2s

When W2s are approved, they are automatically made available to Employees via eSELFSERVE as long as an Admin User has not prohibited Employee access to receiving their W2s electronically. Employees can opt into only receiving Paperless W2s through thei...

Jul 19, 2022 09:57

APS Payroll: Print & Ship W2s

When W2s are approved, R365 can either print and send them to your Organization or your Organization can skip this step and save money by directly printing W2s and then shipping them to your Employees. If your Organization decides to remotely print, W2...

Jul 19, 2022 09:58

APS Payroll: Year-End ACA Reporting

Insurers, small Employers with self-insured health plans, and all Applicable Large Employers (50+ full-time or full-time equivalent Employees) are required to report health insurance information as a part of the Affordable Care Act. ACA Reporting is a ...

Jul 19, 2022 09:58

Forecasting: Customizing a Daily Forecast

This article is a part of the Smart Ops Forecasting feature. Click here for more information and training on Daily Forecasting Some times a day's Sales outcomes are affected by certain events that occur, such as poor weather conditions, coupon dr...

Nov 03, 2022 17:31

Forecasting: Tagging Outlier Days

Important Note About Forecast Tags Forecast tags are being replaced by Enhanced Events in 2024! Enhanced Events will support event categories, descriptions, and more. In the meantime, the +New Tag and Edit Tags buttons will be disabled to prepare f...

Apr 24, 2024 13:49

Labor Forecasting Overview

Custom Labor Forecasting enables organizations to predict the amount of staff needed at a Location on a given day and hour based on the Forecasted Sales. In order to have this forecast represent the most accurate data, the Labor Configuration must ...

Jun 13, 2023 12:11

Entree Forecasting

Entree Forecasting is primarily used in Labor Forecasting. Forecasting by Entrée (rather than sales dollar) provides a productivity measure (Entrees Per Labor Hour - EPLH) that can be used across Locations regardless of differences in sales volume, seasona...

May 24, 2024 12:08

Forecasting Overview & Security

This article reviews Forecasting within Smart Ops. The Forecasting page provides all forecasting features in one place. Users with an Operational Year set up as 13-4 week periods, 4/4/5 periods, 4/5/4 periods, or 5/4/4 periods will find the Monthl...

Dec 23, 2022 09:44

Forecasting: Monthly Forecasting

This is a part of the Forecasting List in the Smart Ops Release. Learn more about the Smart Ops Release. Monthly Forecasting enables Users to set a Sales Forecast by Location by Period by entering in daily values, spreading a Weekly Total value ev...

Dec 22, 2022 16:47

Forecasting: Daily Forecasting

This is a part of the Forecasting List in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Forecast allows for a more customizable forecast that can drive predictive behavior throughout the software and plan a...

Oct 17, 2022 13:46

Forecasting: Hourly Forecasting

This is a part of the Forecasting List in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Hourly Forecasting tool enables Users to generate a forecast based on the likely distribution of Sales Ticket data throughou...

Dec 22, 2022 16:45

The Cut Over Process

The Cut Over Process Cut Over is the process of closing out the previous period in your Legacy Software and starting the new period in Restaurant365 from the Cut Over date moving forward. When you close the previous period, all Legacy Ending Balances will ...

Oct 25, 2021 11:55

Entering in Beginning Balance Transactions

When implementing Restaurant365, you will need to input beginning balance transactions for GL Balances, Open AP Transactions, Open AR Transactions, and Unreconciled Bank Transactions. The majority of beginning balance items will be imported during the imp...

Aug 04, 2022 11:51

DSS Mapping

POS Accounts must be mapped in Restaurant365 to account for the Sales and Payment Type Accounts that are imported from your POS. These records were created based on your separation settings in System Preferences, and now that they have been separated in R3...

Oct 25, 2021 11:58

Recording Delivery Services in R365

As Delivery becomes utilized more in the Restaurant Industry, it is important to note the best practices surrounding how to record Delivery Services in R365. When Delivery Services are imported from your POS, they can be mapped to one of the following acco...

Oct 25, 2021 12:00

Accounting Day-to-Day Processes

As an Accountant, it is important to follow certain daily, weekly, and monthly tasks to ensure your books tie out. Review the lists and resources provided below on these processes. Additional resources are recommended throughout via the R365 Acade...

Jan 05, 2022 08:10

1099 Setup and Management

R365 offers the ability to track 1099-MISC, 1099-NEC, and 1099-INT transactions by Vendor and organize 1099 processing by Legal Entity or Common Payer. The advanced setup and functionality of 1099 information in R365 allows more accurate tracking of Vendor...

Jan 06, 2023 08:37

Retained Earnings and Year-End Close Procedures

Year-End Checklist To help provide a smooth, holiday season transition, view this Year-End Checklist to ensure that all tasks are completed before beginning the New Year. Click here for a downloadable copy of this checklist. Fiscal Years Make sur...

Jan 05, 2023 09:03

Updating 1099 Vendor Type

1099 Vendors must have one of the following 1099 Types selected on their Vendor record: Individual or Company. When selected, additional information, such as Name and Tax ID, is needed to better classify the Vendor. When the '1099' tab was adde...

Jan 18, 2021 14:11

ASC 842 Federal Accounting Mandate

Starting December 2021, Real Estate leases classified as an operating expense will need to be documented as a liability instead. Due to this change, the Rent GL Account listed in R365 will need to be adjusted by following the process below. If you hav...

Nov 16, 2021 13:24

Beginning Balances: Stock Count

The first Stock Count that is performed in Restaurant365 is considered a Beginning Balance Stock Count and must be initiated in a manner slightly different than all future Stock Counts. When a Beginning Balance is entered, your company's Balance S...

Apr 24, 2024 08:53

Mapping Vendor Items

Vendor item records are essential if you plan on automating the AP Process through EDI, where vendors can send AP Invoices directly to R365. If you are planning not to utilize this service, vendor item records are not required. A vendor item record tie...

Jun 19, 2024 10:57

Classic Daily Sales Summary: Review

If within the Smart Ops Release window, click here to learn about Daily Sale Summaries. In this training, the steps to review the Daily Sales Summary (DSS) will be covered: 1. Close out the POS System 2. Upload Daily POS Data to Restaurant365 &...

Mar 01, 2023 08:27

Mass DSS Review

The Mass DSS Review makes it easy to review and approve several Daily Sales Summaries at once. Hover over the 'Account' menu and select 'Mass DSS' to open the Mass DSS Review screen in a new tab. Once the screen loads, set each Ma...

Sep 22, 2022 11:46

DSS Re-Import

Restaurant365 Customers can have their Daily Sales Summaries re-imported easily, regardless of whether their POS Systems are Cloud or non-Cloud-Based. It is important to note that an existing DSS must be deleted before re-import. To delete a DSS, selec...

Aug 02, 2024 10:06

Manually Delete a DSS

To manually delete a DSS file, a User must have the following Permission: Sales & Cash → Daily Sales → Delete Daily Sales Learn more about managing Permissions and Custom User Roles here. The Permission Access report can be used to determine which...

Dec 27, 2022 11:14

Troubleshooting Missing and Out of Balance Daily Sales Summary

Daily Sales Summaries are imported automatically via the R365 Connect Tool. A Daily Sales Summary (DSS) file will be imported each day for the prior day's Sales and Labor. If a DSS is missing, the R365 Connect Tool will continually scan the POS every 1...

Jul 13, 2022 11:09

DSS Journal Entries

For POS Integrated Locations, a Daily Sales Summary (DSS) file will be imported each day for the prior day's Sales and Labor. In addition to the DSS file being imported each day, three DSS Journal Entries are created from the data on the DSS: Sa...

Jan 07, 2022 15:31

DSS: Paid Outs

The 'Paid Out' tab on the DSS is where designated Paid Outs from your POS are displayed. Paid Outs are automatically imported with your Daily Sales from the POS. If a description was entered in at the time the Paid Out was recorded, the descri...

Jan 11, 2023 15:17

Paid Out Types

All Paid Out Types will be automatically imported from your POS into 'Paid Out Type' records. This feature allows you to pre-assign a Cost Account for a specific Paid Out Type. Then, in the future, as that Paid Out Type is used in your Restaur...

Jul 02, 2021 11:37

Currency Conversion for DSS Data

Some franchise owners have franchisees that use non-USD currency and need their Sales and Labor data reported on the DSS in USD. To aid in this conversion, an owner has the option to convert this current and historical data into USD Currency on each D...

Jan 10, 2022 08:29

Balancing Journal Entries

Daily Sales Summaries may be out of balance at times due to many reasons, including an incorrect or duplicate transaction entry or payments not processed at the time the DSS was polled. While not all POS Systems require that the Daily Sales balance wi...

Jan 10, 2022 09:28

Daily Sales Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Sales page lists all Daily Sales Summaries (DSS) for your Restaurant Location(s). Users can create saved Table Views of this list at a...

Dec 23, 2022 10:02

Daily Sales: Review a DSS

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Sales Summary's (DSS) new layout provides the previous day's Sales and Labor data broken down into more com...

Apr 26, 2024 12:01

Daily Sales: Approve a DSS

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Once a Daily Sales Summary (DSS) has been marked as 'Completed' by a Restaurant Manger, it should be reviewed and approved...

Dec 23, 2022 09:59

Daily Sales Summary: Labor Review

This article reviews the Labor Review step for the Daily Sales Summary in Smart Ops. When working through the Review Summary section of the DSS, the first step is Labor. In this step, users can review the names and total hours of the employees who...

Jul 08, 2024 08:27

Daily Sales: Review Summary Deposits

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. After reviewing the Labor step of the 'Review Summary' section of the Daily Sales, open the Deposits step where you w...

Feb 07, 2022 07:59

Daily Sales: Review Summary Transactions

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The final step in the 'Review Summary' section of the Daily Sales is the Transactions step, where all Sales Tickets t...

Jan 04, 2023 11:55

Punch Edits

This is a part of the Smart Ops Release. Click here to learn about Smart Ops. Admin Users have the ability to add, edit, and remove punches for their Employees directly from the Daily Sales form. To help determine which punches need to be added or ed...

Aug 02, 2024 09:14

Tip Management

This article is a part of the Smart Ops Release. Tip Management in R365 allows for adjustment to the existing Tips that have been imported from the POS. Through Tip Import, Admin Users have the ability to indicate Tip totals that were already paid in c...

Jun 29, 2023 08:30

Till Management Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Till Management enables Users to view the tills that are currently open as well as enter in actual cash amounts and compare those to their expected cash...

Nov 03, 2023 11:08

Till Management: Variance Thresholds

This is a part of the Till Management feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Till Management Settings can be updated at any point from the Till Management page. These settings help to distinguish al...

Jul 05, 2023 15:16

New Commissary Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The New Commissary module in the Smart Ops Release provides all of the administrative tools needed for Commissary Locations to have more control over th...

Jan 18, 2023 13:06

New Commissary Catalog: Add and Manage Items

This is a part of Commissary Catalog portion of the New Commissary module in the Smart Ops Release. Click here for more information about the Smart Ops Release. Commissary items can be easily added from the Catalog page of the new commissary module. Af...

Mar 18, 2024 11:46

New Commissary: Order Guides

This is a part of the New Commissary module of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Commissary Order Guides are the pre-built guides that Ordering Locations are given access to when they need to enter orders...

Sep 21, 2021 07:38

New Commissary: Ordering Locations Page

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Ordering Locations page lists all ordering locations created for commissary orders. Ordering Locations are Locations or...

Mar 05, 2024 09:22

New Commissary: Ordering Location Form

This article is part of commissary ordering locations and covers the ordering location form. Users must create ordering locations before creating commissary orders. Ordering locations can be created from the Ordering Locations page. TABLE OF CONTE...

Mar 05, 2024 09:23

New Commissary Catalog: Page and List Functions

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Commissary Catalog houses all items marked as Commissary Items in the New Commissary module. Once Items are added to th...

Dec 15, 2021 15:11

New Commissary: Auto-Generated Orders

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Auto-generated Commissary Orders are orders that are automatically created for Ordering Locations at a set day and time. Orderin...

Jan 25, 2022 14:21

Commissary: Mass Fulfillment

This article is part of the Commissary Module documentation. Click here for more information on the Classic Commissary Module. Users' Commissary can manage all orders at the same time from the Mass Fulfillment screen. This is the main window used b...

Jan 19, 2024 10:20

Commissary AR Invoices

The Commissary AR Invoices page lists all AR Invoices created by Customers through the Commissary Customer Portal. 1) View Actions - The following actions allow the User to change the List View: View Dropdown - Click to switch between the cu...

Jan 12, 2023 10:45

Commissary Orders List

The Commissary Orders page lists all Commissary Order Records. Learn more about Commissar Order Records here. 1) +Create - Click to Create a new Commissary Order 2) View Actions - The following actions allow the User to change the List Vie...

Nov 03, 2022 14:02

ComData Export Report

The ComData Export Report is located in My Reports and allows you to export a CSV file that contains a list of any unpaid AP Invoices for your specific ComData Vendors. The CSV file can then be provided to ComData for payment processing. Vendor ...

Oct 13, 2022 09:19

Key Accounting Reports

The following graph shows each of the Operational Reports that are covered in this article. Review a bit more about each report and when to use it. Jump to Section: Profit and Loss GL Account Detail Balance Sheet AP Aging AR Aging Bank...

Feb 10, 2022 13:24

R365 Red App: Review and Approve Payment Runs

Payment Runs can be managed using the R365 Red App. Users can view, modify, and approve Payment Runs to generate payments. To access this feature, Payment Run Approvals must be enabled. To learn about managing Payment Runs via web browser, click here. ...

May 16, 2023 12:31

R365 Red App: AP Transactions

This article is a part of the R365 Red App. To learn about how to manage AP Transactions via web browser, click here. Admin Users have the ability to view and approve/unapprove AP Transactions directly from the R365 Red App. Open an AP Transaction f...

May 16, 2023 12:50

R365 Red App: AP Approvals

Users can make AP Approvals from the R365 Red App. From AP Approvals, Users can complete necessary approvals for Invoice and/or Payment Runs. To learn about how to review and approve AP Invoices and/or Payment Runs via web browser, click here. T...

May 16, 2023 12:41

Prep Log

Prep Logs are beneficial in tracking both the cost of individual ingredients and entire Recipe batches. Once a Prep Log is Approved, this will physically update the Usage Per $1000, the Theo On Hand, and the Cost of the Recipe Item. Learn how Prep L...

Mar 29, 2024 11:52

Prep Station

Prep Stations are where items are physically prepped in a Restaurant. Creating definitive stations can help organize Prep sheets, and as Prep reports are ran and Ingredient Lists are pulled, they will be organized by station to assess variances and easily ...

Dec 23, 2022 08:12

Memorized Prep Log

Memorized Prep Logs allow Users to create templates for inputting Prep Logs. While a User can create a single Prep Log, a Memorized Prep Log enables a User to log Prep without having to recreate a new log each time. Create a Memorized Prep Log ...

Nov 08, 2022 16:32

Prep Stations List

The Prep Stations page lists all the Prep Station records. To learn more about Prep Stations, click here. 1) +Create - Click to Create a new Prep Station record 2) View Actions - The following actions allow the User to change the List View: ...

Nov 02, 2022 10:53

Prep Categories

This article is part of Prep and covers Prep Categories. When the Prep toggle on the Purchased Item Record is toggled on, or the Prep Sheet checkbox is checked on the Recipe Record, the item will be available on the Prep Sheet Report. The Prep Sheet g...

Apr 02, 2024 13:52

Tip Automation: Overview & Setup

This article is an overview of Tip Automation. Tip Automation creates tip distributions for receiving employees based on tips declared in the POS by contributing employees. Note: Tip Automation is an add-on feature. Contact your CSM or R365 Support t...

Aug 07, 2024 10:00

Tip Automation Page

This article reviews the Tip Automation page, which is the main page for Tip Automation. The Tip Automation page is where pending and approved tip distributions can be viewed. This page displays a tip distribution for each tip automation rule per date...

Jul 02, 2024 08:19

Tip Automation Rules Sidesheet

This article reviews the Tip Automation Rules sidesheet within Tip Automation. Here, Users can view and edit tip automation rules. Note: Tip Automation is only available for early adopters. Contact your CSM or R365 Support to learn how Tip Automat...

Aug 07, 2024 10:00

Tip Automation: Creating a Tip Automation Rule

This article reviews creating a tip automation rule for the Tip Automation feature. Article Topics: Create A Tip Automation Rule Locations With No Tip Automation Rules Create A Tip Automation Rule First, navigate to the Tip Automation page...

Jul 15, 2024 14:36

Tip Automation: Approving and Unapproving Tip Distributions

This article reviews approving and unapproving tip distributions within the Tip Automation feature. Article Topics: Security Approving Tip Distributions Unapproving Tip Distributions Editing Tip Distributions Security Only users with the...

Aug 06, 2024 15:18

Tip Automation: Exporting Tip Distributions

This article reviews the process for exporting tip distributions within the Tip Automation feature. Article Topics Exporting Contributors and Receivers In a Single File Exporting Contributors and Receivers Separately Exporting Tip Earnings to W...

Aug 07, 2024 09:56

Tip Automation: Tip Distribution Details

This article reviews the Tip Distribution Details page within Tip Automation. Here, users can view tip distribution totals by employee, and approve or unapprove the displayed tip distribution. Article Topics: Navigation & Security Security Nav...

Aug 07, 2024 10:00

Tip Automation: Tip Distribution Export

This article reviews the tip distribution export within the Tip Automation feature. Article Topics: Downloading the Tip Distribution Export Tip Distribution Export Contributors Receivers Downloading the Tip Distribution Export For payro...

Jul 15, 2024 09:08

Tip Automation: Withholding Credit Card Tips for CC Processing Fees

This article reviews the 'Withhold % of POS Credit Card Tips' setting within Tip Automation rules. Note: The 'Withhold % of POS Credit Card Tips' setting is in beta. Please contact your CSM to learn more. Article Topics: Overview...

Jul 15, 2024 09:16

Advantage to R365 Migration Best Practices

We are excited that you have chosen to implement R365 Accounting and Operations! This Best Practices Guide will show you what to expect throughout the process and how to prepare. Accounting and Ops Data Migration Process The R365 Onboarding Team wi...

Dec 18, 2023 15:13

Advantage & R365 Report Comparison

We are excited that you have chosen to implement R365 Accounting and Operations! This reference guide contains a collection of Advantage reports that you may be familiar with and a comparable R365 report so that you don’t miss a beat. Get started ...

Dec 28, 2022 10:29

Introduction to R365 for Advantage Users

We are excited that you have chosen to implement R365 Accounting and Operations! To help you get the most out of your transition to R365, this guide highlights areas within R365 that are the same or similar to Advantage. This guide also points out a few ar...

Dec 28, 2022 11:16

Reference Only: Smart Ops Release Announcement

What is the Smart Ops Release? The Smart Ops release is one of the most important upgrades to the R365 Operations modules. Built based on YOUR feedback, we're making R365 smarter, simpler, and more mobile friendly. Although timing can change, we ...

Jan 04, 2023 14:04

Reference Only - Classic Location Groups

This article is for reference only. In Q4 of 2022, Location Groups were updated with new functionality. This article reviews the Classic Location Groups. Please refer to the 'Location Groups' article to learn more about new Location Groups. ...

Jan 18, 2023 09:15

Reference Only: Labor Record - Breaks & Splits Tab

This article is for reference only. The Breaks & Split tab for Location Records was deprecated in May of 2023. Break and Split Shift Rules are now configured on the Smart Ops Admin page. 1) Break After (no waiver) - Enter the maximum number...

May 15, 2023 10:01

Classic Manual Payment Form

The Manual Payment form was updated in Q4 of 2022 with a new look. This article reviews the layout and features of the Classic Manual Payment form. The new layout can be accessed by clicking on 'Try New Version' from the 'Action' menu ...

Nov 15, 2022 09:11

Reference Only: Scheduling: Break and Split Shift Violation Tracking

This article is for reference only. In Q2 of 2023, the Break and Splits tab on Location Records was deprecated. Learn about the current Labor Rules available for Scheduling here. This article is part of the Scheduling Module training. Click here ...

Jun 20, 2023 17:17

Workforce: Employee Terminations Layout and Process Change Q4 2023

In Q4 of 2023, the process for terminating employees within Workforce was changed. This article is an overview of the new separation process and changes to the 'Employment' tab of Workforce Employee Records. Article Topics: Process Change N...

Oct 19, 2023 14:22

Reference Only: Classic Unit of Measure

This article is for reference only. The Classic Unit of Measure Form was deprecated in October 2023. To learn about the Smart Ops Unit of Measure form, click here. Units of Measure are used throughout Restaurant365 for Inventory, Purchased/Vend...

Oct 19, 2023 15:31

Reference Only: Classic Item Category Form

This article is for reference only. The Classic Item Category Form was deprecated in October 2023. To learn about the New Smart Ops Item Category Form, click here. Up to three separate Item Categories can be assigned to each Purchased Item record...

Oct 19, 2023 15:32

Reference Only: Classic Item Category Variance Caps

This article is for reference only. The Classic Item Category Form was deprecated in October 2023. To learn about Item Category Variance Caps in the New Item Category form, click here. Item Category variance caps are set acceptable variances for item ...

Oct 19, 2023 15:37

Reference Only: Classic Item Categories List

This article is for reference only. The Classic Item Categories List, was deprecated in October 2023. To read about the Smart Ops Item Category List, click here. 1) +Create - Click to create a new Item Category record Note: Users will be prom...

Oct 19, 2023 15:31

Scheduled Maintenance

Restaurant365 performs regular maintenance to upgrade technology and services to ensure that your R365 experience is as smooth and secure as possible. Maintenance will also occur when new features are released to your database. Maintenance notificatio...

May 04, 2021 14:30

Updating Bank Activity Provider Connection

Restaurant365 is integrating a new Bank Activity Service Provider to help strengthen bank connections, decrease processing times, and enhance User experience! To prepare for this transition, it is crucial to remove your current bank connections throug...

Jan 17, 2022 13:48

Purchased Item Record: Layout Change Q1 2023

The Item Record will receive a new layout in Q1 2023 to provide Users the option to create Items within Smart Ops. The New Smart Ops Purchased Item Record will open in a sidesheet rather than a new window. The Purchased Item Record information is sort...

Apr 03, 2023 12:51

Unit of Measure: Layout Change Q1 2023

The Unit of Measure grid and form will receive a new layout in Q1 2023 to provide Users the option to create and edit Unit of Measures in Smart Ops. The New Unit of Measure form will maintain the same functionality, but the form will be updated for Sm...

Feb 02, 2023 09:36

Item Category: Layout Changes Q1 2023

The Item Category form and grid will receive a new layout in Q1 2023 to provide Users the option to create and edit Item Categories in Smart Ops. The Item Category form now opens in sidesheet rather than a new window, and the form has five new informat...

Feb 22, 2023 11:59

Workforce 'Add To Payroll' Process Change: July 2023

In July of 2023, the 'Add to Payroll' button within Workforce is being renamed 'Onboard'. The new 'Onboard' process uses the 'Onboarding' wizard to walk the User through the information required to send an Onboarding In...

Jun 26, 2023 09:03

Workforce Employee Record 'Summary' Tab - Onboarding Summary Layout Change

In July of 2023, the Onboarding Summary section of the Workforce Employee Record 'Summary' tab was redesigned. This article reviews the layout changes to this section. Learn more about all features of the new Onboarding Summary here. New Onbo...

Jun 26, 2023 09:03

Workforce Payment Details: Layout Change Q3 2023

In Q3 of 2023, the 'Payment Details' page for R365 Payroll is being updated. This article reviews the layout differences between the new and legacy versions of this page. Learn more about the Payment Details page here. Learn more about add...

Jul 19, 2023 12:37

R365 Coaching Session: Auditing Data to Ensure Accuracy

When it comes to data, we say it all the time: 'Garbage in, garbage out.' But what does that really mean, how can you avoid allowing “garbage in” to pollute the data you trust to run your business, and how do you take the 'garbage out?' ...

Jan 06, 2023 11:15

R365 Mobile App

The R365 Red App is available for download on iOS and Android devices. From this app, users can access many R365 features. Downloading the App App Store Google Play The R365 App is available from the App Store for iOS and the Google Pl...

Jan 25, 2024 12:45

R365 App: Mobile Dashboard

The mobile dashboard is the home screen of the R365 app. This dashboard features widgets that provide an app overview for the user. The widgets displayed will be dependent on user's permissions. TABLE OF CONTENTS Daily Sales Summary A Look at ...

Jun 14, 2024 07:35

R365 Red App: Announcements

This article is part of the Announcements feature in Manager Tools. In addition to viewing Announcements, Users with the appropriate Announcement permissions can view, create, and edit Announcements in the R365 Red App. Creating and editing Announcemen...

May 16, 2024 08:19

R365 App: Intelligence

This article covers the R365 Intelligence capabilities for the R365 App. When R365 Intelligence is enabled, users with Intelligence access can view their dashboards from their R365 mobile app. With the app, users can access their created reports any ti...

May 16, 2024 08:23

Documents to Process: Uploading Files via the R365 Red App

Restaurant Managers can upload relevant documents to Documents to Process directly from the R365 Red App. For vendors that only provide physical copies of an invoice or credit memo, Users can simply take a photo of the document with their phone and directl...

Jun 14, 2024 13:38

R365 Red App: Notifications

Notifications alert Users of information that may need their attention. Users will be notified via the Notification Window, R365 Red App, email, and/or text message. The R365 Red App Notification screen displays all of a User’s read and unread Notificat...

Jun 15, 2023 07:16

R365 Messaging

This article is part of R365 Scheduling and the R365 Red App. Through R365 Messaging, Users can send messages to each other about schedule updates, shift trades, and more without disclosing any personal phone numbers. R365 Messaging also supports R365 ...

Dec 07, 2022 09:33

R365 Red App: Group Messaging

This article is part of R365 Messaging and the R365 Red App. R365 Red App Users can create group chats to group message other Users about schedule updates, shift trades, and more without disclosing any personal phone numbers. Users can create group ch...

Dec 15, 2022 07:13

R365 Messaging Audit Center

The R365 Messaging Audit Center is a part of the Scheduling Module. Click here to learn more about Scheduling. The R365 Messaging Audit Center works in conjunction with R365 Messaging and R365 Group Messaging, where Employees can communicate via t...

Jul 09, 2024 13:40

R365 Red App: Punch Edit Acknowledgements

This article is part of the Punch Edits feature in Smart Ops. When a User edits an Employee's Time Punch, the Employee will receive a notification that the Time Punch was edited, and they will be prompted to acknowledge the changes made. Once...

Dec 01, 2023 17:16

R365 App: Managing Employee Schedule Requests

This article is part of Scheduling and covers managing employee schedule requests in the R365 App. Managers are able to answer employee schedule requests via the R365 App. Once a request is made, the manager will be automatically alerted by a push not...

May 16, 2024 08:30

R365 App: Manager Schedule View

The manager view of scheduling allows scheduling managers to view scheduled shifts for each location they manage. Users with the following permission can view the manager view of the schedule: Labor → Scheduling → Schedule → View Schedule Page TABLE ...

May 16, 2024 08:31

R365 App: Review Time Off Requests Using Accruals

This article is part of Time Off Accruals and covers reviewing and approving time off requests made using time off accruals in the R365 App. When Time Off Accruals is enabled, the Time Off Request details screen will have an additional section for rev...

Dec 21, 2023 15:05

R365 App: Scheduling for Employees Overview

This article overviews the employee scheduling feature in the R365 App. R365 Scheduling and the R365 App is a one-stop mobile app for all things related to the employee schedule! Using the R365 App employees can do the following: View the entire ...

Nov 29, 2023 11:03

Logging in to the R365 App

This article is part of the Employee Training for R365 Scheduling and the R365 App. Click here for more information about R365 Scheduling Employee Training. Logging In to R365 Restaurant Managers will set up employee user profiles in R365 Schedul...

Dec 21, 2023 12:03

R365 App: Employee Schedule Requests Overview

This article is part of the Employee Training for R365 Scheduling and overview employee schedule requests. From the R365 App, users can not only view their scheduled shifts but request time off, trade shifts, offer shifts, and claim unassigned or offer...

May 16, 2024 08:36

R365 App: Requesting Time Off

This article is part of the employee schedule requests feature on the R365 App and covers requesting time off. Employees can submit time off requests from the R365 App. When an employee needs a certain time period blocked off their schedule, they can...

May 16, 2024 08:38

R365 App: Viewing the Schedule and Your Upcoming Shifts

This article is part of the Employee Training for R365 Scheduling and the R365 App. Click here for more information about R365 Scheduling Employee Training. Users can view their work schedule from the R365 App. On the mobile dashboard, a Schedule widge...

May 16, 2024 08:40

R365 App: Updating Weekly Availability

This article is part of the Employee Training for R365 Scheduling and the R365 Red App. Click here for more information about R365 Scheduling Employee Training. Should an employee's availability change, they can edit their weekly availability from ...

May 16, 2024 08:43

R365 App: Offering and Claiming Shifts

This article is part of the employee schedule requests feature on the R365 App and covers how to offer and claim shifts. From the R365 App, employees can both offer up shifts and claim offered or unassigned shifts. When a shift is offered, it can be c...

May 16, 2024 08:45

R365 App: Trading Shifts

This article is part of the employee schedule requests feature on the R365 App and covers how to trade shifts. From the R365 App, employees can submit shift trade requests. To trade, users can select the shift they would like to swap out as well as th...

May 16, 2024 08:47

R365 App: Updating User Passwords

This article is part of the Employee Training for R365 Scheduling and the R365 Red App. Click here for more information about R365 Scheduling Employee Training. Users can change their R365 login password from the employee profile screen of the R365 App...

May 16, 2024 08:48

R365 App: Employees With Time Off Accruals

This article is part of Time Off Accruals and covers mobile time off accruals. When an organization has Time Off Accruals enabled, accrual policies can be assigned to employees. Employees with assigned accrual policies will earn time off hours based o...

May 16, 2024 08:51

R365 App: Barcode Scanning Overview

This article covers barcode scanning. Barcode scanning is a feature that links barcodes to purchased items in R365. Barcode scanning is compatible with inventory counts, waste logs, donation logs, and item transfers. When conducting inventory coun...

May 16, 2024 14:05

R365 Red App: Inventory Counts Overview

This article is part of the Inventory Counts feature of the R365 Red App. To learn about Inventory Counts via web browser, click here. Inventory Counts can now be created and entered directly from the R365 Red App. Users can view a listing of all in p...

Sep 26, 2024 13:00

R365 App: Item Transfers Overview and Security

This article is part of item transfers and overviews item transfers in the R365 App. Item transfers can now be created and entered directly from the R365 App. Users can view a listing of all in-progress, pending, rejected, completed, and approved...

May 16, 2024 13:56

R365 Red App: Waste Logs

This article is part of the R365 Red App. To learn about creating Waste Logs via web browser, click here. Waste Logs can be created and entered directly from the R365 Red App. Users can view a listing of all 'In Progress', 'Complete&#...

Dec 23, 2022 15:32

R365 Red App: Donation Logs Overview

This article is part of Donations and covers using Donation Logs in the R365 App. Users can create and manage donation logs from the R365 App. Donations is a Smart Ops feature that allows for users to track and debit any donated items to an account sp...

Apr 25, 2024 10:14

R365 App: Create and Enter Inventory Counts

This is a part of the Mobile Inventory Counts feature. Click here to learn about Mobile Inventory Counts via the R365 Red App. Users with managerial access can create and enter Inventory Counts via the R365 Red App. While entering in item quantities, a...

Apr 05, 2024 14:53

R365 App: Orders Overview

This article is part of Purchase Orders and covers purchase orders in the R365 App. Users can create, edit, review, and submit purchase orders from within the R365 App. This allows users to create purchase orders from anywhere in the restaurant using t...

Apr 23, 2024 08:17

R365 App: Barcode Scanning - Barcode Not Found

This article is part of barcode scanning and covers linking an unlinked barcode when the 'Barcode Not Found' prompt appears. When scanning items into an inventory count, waste log, donation log, or item transfer, users may encounter a 'Ba...

May 16, 2024 13:54

R365 App: Barcode Scanning Inventory Counts

This article is part of barcode scanning and covers scanning in items into inventory when conducting inventory counts. Barcode scanning links barcodes to purchased items in R365. When conducting inventory counts, users can save time by using the cam...

Aug 09, 2024 12:55

R365 Red App: Review and Approve Inventory Counts

This is a part of the Mobile Inventory Counts feature. Click here to learn about Mobile Inventory Counts via the R365 Red App. After Inventory Counts are created and/or entered on the R365 Red App, Users with approval abilities will need to review...

Apr 15, 2021 15:26

R365 App My Tasks

My Tasks is the mobile version of Task Management. Users can access the same guide tasks that can be accessed from the Task Management My Tasks page on the R365 app. From their mobile device, users can view their list of tasks required for any given d...

Sep 06, 2024 09:38

Mobile Guide Tasks

When My Tasks is opened, the screen will open to the Guide tasks section. The Guide sections of My Tasks shows users all assigned tasks for the selected day at the selected location. Guide tasks are imported from assigned guides. Task Management guide...

Sep 06, 2024 09:46

Mobile Request Tasks

The Requests tasks section lists all tasks related to schedule and transfer requests. Requests tasks are automatically added to the Requests section when an item transfer, availability change, shift offer, shift trade, or time off request is submitted. ...

Sep 06, 2024 09:50

Mobile Upcoming Tasks

The Upcoming tasks section lists all tasks that are due in the near future. These are tasks that are open and available for users to complete ahead of time. If needed, users can complete these tasks before they are due to get ahead of their work. The ...

Sep 06, 2024 09:54

Complete a Mobile Task

This article is part of My Tasks and covers completing a task via mobile. Most tasks can be completed from the mobile version of Task Management. As of Q3 2024, the following task types can be completed via the R365 app: Checkbox Yes/No Shor...

Sep 06, 2024 10:04

R365 Red App: Manager Log Overview

This is a part of the New Manager Log feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Manager Log on the R365 Red App enables Users to create and view Log Entries for any given day. Users can easily navi...

May 16, 2024 11:25

R365 Red App: Create Log Entries

This is a part of the Mobile Manager Log feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Log Entries can be created directly from the Daily Logs page. When creating an entry, required fields will be listed based ...

Nov 11, 2022 11:13

R365 Red App: Log Entry Comments

This is a part of the Mobile Manager Log feature in the Smart Ops Release. Click here to learn more about the Smart Ops. Admin Users can communicate about an entry by creating and viewing entry comments. Comments encourage collaboration by allowin...

Nov 11, 2022 11:07

R365 App: My Pay (Employee Self Service)

Users can access My Pay, the Employee Self Service Portal, on the R365 Red App. To read about downloading the R365 Red App, click here. R365 Red App My Pay allows Employees to view and edit their Pay information including their contact and personal inf...

Dec 26, 2023 14:18

R365 App: Paid Time Off

This article is part of the R365 Red App Employee Self Service Portal and covers the mobile Time Off screen. The Time Off screen can be accessed by tapping 'Time Off' from the 'My Pay' dropdown in the mobile navigation menu. ...

Dec 26, 2023 14:18

R365 App: Employee Onboarding

This article is part of the R365 Red App My Pay and covers employee onboarding New employees can complete their onboarding tasks from the R365 app. From the mobile dashboard, users can see their onboarding status from the Onboarding widget. From this ...

Feb 06, 2024 10:31

Release Notes - What's New!

Task Management Forms Create task checklists using Task Management Forms! With Forms, users can create lists of both both scheduled and unscheduled tasks. These can then be made available to specific locations and used to create guide tasks. ...

Sep 16, 2024 10:34

Why can’t I log in to R365 on my Desktop?

Each database (sometimes referred to as 'instance') and User in R365 is unique. There are a few reasons why you may not be able to login to R365. First, ensure that you are using Google Chrome and then review the following list of reasons you cann...

Mar 20, 2024 12:32

Why can't I login to R365 on my Mobile App?

Each database (sometimes referred to as 'instance') and User in R365 is unique. There are a few reasons why you may not be able to login to R365. Review the following list of reasons you cannot login, followed by a list of possible solutions. ...

Jan 25, 2024 13:19

What is my R365 domain?

Each R365 domain is unique to a restaurant Organization's instance. An R365 instance is the R365 domain + '.restaurant365.com'. For example, the R365 domain for https://steakshack.restaurant365.com is steakshack. Occasionally, you may...

Mar 20, 2024 14:34

What daily, weekly, monthly, and quarterly tasks should I do as an Accountant and an Operator?

Since Accounting and Operations work in conjunction with each other, below lists the daily, weekly, and monthly tasks that should be completed for financial success. Download a PDF of the Daily / Weekly / Monthly / Quarterly Task Guide or an editable versi...

Apr 27, 2024 09:12

What should I do if I'm missing a Daily Sales Summary or the data is incorrect?

If you're missing a Daily Sales Summary (DSS) file or the data in a DSS file is incorrect, the recommended solution depends on two factors: the date of the DSS file, and the method of integration we use with your POS system. Table of Contents C...

Jul 23, 2024 08:14

R365's 'Back to School' Tips & Tricks

8/17/20 Hello R365 Family, As everyone heads back to school (either virtually or in-person) we wanted to get in on the learning fun by sharing some knowledge to help each of you get the most out of R365.  For the next several weeks we'...

Aug 16, 2021 11:18

What are some best practices during the COVID-19 Pandemic?

The COVID-19 Pandemic has had a devastating impact on the restaurant industry in recent weeks. We understand the challenges you are facing and want to support you with additional resources on how to manage your Inventory and Restaurant Operations through t...

May 20, 2020 14:07

Contact R365 Support

If you're ever unable to find the answers you need in our Support Center, you can always reach out to our Support team for help. Please be aware that if you're in the onboarding process or need a refresher of a topic covered during onboarding, the ...

Jan 17, 2022 14:22

Can I login to the Support Center with my R365 Username and Password?

If you are a new R365 User, it is important to note that your R365 username and password is not your R365 Support Center login. However, it is easy to make your own R365 Support Center account. Creating a R365 Support Center Login When visiti...

Jan 17, 2022 14:40

How do I find out if there is a system issue?

Issues within R365 can be the result of improper system setup, and a simple adjustment to a user or item record can see everything working smoothly again. However, it is certainly possible that it can be the result of a temporary performance issue that we ...

Jan 17, 2022 14:41

Why isn’t my email working to email Transactions, Check Stubs, or ACH files?

If you are unable to use the ‘Email Link’ and other ‘Email’ functions within R365, it is often because your User Email Settings either need to be set up or have been entered incorrectly. If emailing from R365 worked previously, you may have recently reset ...

Jan 17, 2022 15:41

How do I add a Vendor Group?

A Vendor Group can be easily added from the Vendor record. It is important to note that once a Vendor Group is created, it cannot be deleted. Navigate to the 'Vendor Additional Info' tab of the desired Vendor record. In the Vendor Group sele...

May 10, 2024 10:49

How do I figure out which check paid which invoice?

There are two reports that can help you determine which check paid a given invoice. For details on these reports, see the following articles: Payments Created Paid Invoice Distribution

Jan 18, 2022 08:30

Why can’t I print a check with a signature?

Only Users with the Print Check Signature Permission can print checks with signature in R365. If you are unable to print a check with a signature, contact your organization's R365 Admin to request this access. You will also want to verify that the sign...

Dec 15, 2022 09:11

How do I print a sales ticket?

To print a sales ticket, follow these steps: 1. Open the Operations module 2. Under the Sales heading in the left navigation pane, select Sales Tickets. This will open the Sales Tickets listing 3. Double-click the row corresponding to the ticket you ...

Jan 18, 2022 08:43

Why can't I create transactions to Accounts Payable or Accounts Receivable?

R365 automatically uses the settings in System Preferences where GL accounts are assigned to Accounts Payable and Accounts Receivable. When you create AP or AR transactions in the system, the line items to AP/AR are auto-created and work in conjunction wit...

Jan 18, 2022 08:48

Can I void a payment run?

It is not possible to void an entire payment run at once, but you can void transactions within the payment run individually. See 'Voiding a Transaction' for details.

Jan 31, 2024 09:02

Why do I have an Unassigned Vendor / Customer in my Aging report?

There are two ways that an unassigned Vendor/Customer can happen: Accounts payable/receivable open transactions do not match the imported trial balances for AP/AR at go live. Transaction line items are manually written to the Accounts Payable/Receivab...

Jan 18, 2022 08:52

Why isn't a transaction matching in my Bank Activity?

There are multiple possibilities why a transaction is not matching: The transaction does not yet exist in R365, but can be created via bank activity. The transaction it should match to is in a closed period (see Legal Entity record). The transaction...

Oct 31, 2023 12:09

How do I enter a Vendor Credit issued as a check or ACH?

Occasionally, you may receive a credit from a Vendor that is a Check or ACH. The following process allows you to reconcile ACH and Check payments for credits with your Vendors, thus allowing the relationship between the Credit Memo and the ACH payment to b...

Jan 18, 2022 09:50

Why is the cost of my item so high / low?

Depending on the setting you’ve chosen for an item, its inventory cost is either automatically calculated based off previous AP invoices / commissary orders or is manually entered and maintained. Troubleshooting Costing Issues When an item’s cost...

May 27, 2021 09:08

What if my Inventory Counts have disappeared?

By design, Inventory Counts will be saved in R365 until they are manually deleted. Users have accidentally deleted Inventory Counts on occasion. This typically happens when mass-deleting multiple entries from the list of Inventory Counts in the Operations ...

Jan 19, 2022 14:32

Why does R365 use Periodic Inventory?

Restaurant365 uses the process of Periodic Inventory rather than Perpetual Inventory for several reasons. Perpetual Inventory serves as a one-to-one relationship, where an item is bought and sold as one product. Because of this, Perpetual Inventory Debits ...

Jan 13, 2023 09:32

How do I change the Measure Type on a Recipe?

The Measure Type on a Recipe Item record, or any Item record, can be updated by copying the record, changing the Measure Type and Unit of Measure, and saving the record. If the old record will no longer be used, it can be deleted from the system. Cha...

Dec 15, 2020 08:55

How do I update the Measure Type on an Item record?

The Measure Type on an Item record can be updated in one of two ways: Copying the record, changing the Measure Type and Unit of Measure, and saving the record Entering the UofM Equivalency for the current Measure Type This training article will r...

Apr 03, 2023 08:54

How do I merge inventory items?

Unfortunately, there is not a way to merge Inventory Items in R365. Items are most likely tied to previous transactions and recipes, and issues would occur when looking at any recipes or historical data involving these items if this type of merge was allow...

Jan 18, 2022 13:22

How can a Vendor Item Record be deleted?

Vendor Item records should not be deleted in R365, even if a Vendor Item is no longer received from your Vendor. Rather, if this is a new Vendor Item that is unmapped, follow the Vendor Item Mapping Process to map this item.

Jan 18, 2022 14:05

What's the difference between a Vendor Item and a Purchased Item?

A Vendor Item is a single item that is purchased from a Vendor. R365 does not require Vendor Item records to be created unless your Organization is automating AP Invoicing through EDI. When an invoice is brought in to R365, the Vendor Items will be listed ...

Apr 03, 2023 08:54

Can I delete a Recipe record?

Recipes can be deleted as long as the following are true: The Recipe is not an ingredient for another recipe The Recipe has not been included on a transaction The Recipe is not connected to a Menu Item If a Recipe follows the above criteria, a ...

Dec 28, 2022 13:08

How do I delete a Purchased Item record?

Purchased Item records can be deleted as long as the item is not an ingredient on a Recipe, tied to any Vendor Item records, and included on any transactions. Often times, a Purchased Item record cannot be deleted due to these reasons, so Users can alterna...

Apr 03, 2023 08:54

How can I get Labor Accruals into R365?

If your employees use your POS system to punch in and out of their shifts, you should be able to import Labor Punches in to R365. During the POS Integration, you should have set the ‘Import Type’ on the Location record for each POS Integrated Location. You...

Jan 18, 2022 14:20

How do I send Employees a message?

There are two primary ways to send your Employees a message: If you have access to the R365 Red App, you can use the Employee Messaging feature to send messages to specific Employees. You can use the Announcements feature to send messages to a group o...

Aug 25, 2022 17:05

How do I remove a former employee from R365?

Former Employee records should remain in R365 for reporting purposes and should not be deleted. However, you are able to mark a former Employee as 'Inactive' on their Employee record so as to not allow them access to the system. Click here to ...

Jan 18, 2022 14:25

How can an Employee Mobile App User personalize their password?

If you use the R365 Red App for Scheduling, your Employees can log in from their personal devices to view schedule information. By default, Employee passwords are randomly generated upon initial configuration as well as upon password reset. If your Emp...

Nov 16, 2023 09:44

How do I add an Employee Note?

The 'Employee Notes' tab of an Employee form tracks all notes documented for this specific Employee. Employee Notes can be for a myriad of reasons, such as 'No Show', 'Late for Shift', 'Exceptional Service', and more. ...

Mar 16, 2022 20:40

How do I delete a Job in R365?

Due to the fact that Job Titles can be tied to historical data, R365 does not allow for Jobs to be deleted. However, a few steps can be taken to ensure that this Job is not available for use: Mark the Job as 'Exclude From Schedule' on the J...

Jan 18, 2022 14:30

How do I update the labor data on my DSS?

If you need to repoll your POS system, you can simply delete your DSS file, and R365 will automatically reimport both Sales and Labor data as long as it is still within your POS system's window of availability, which varies by POS System. This step is ...

Jan 18, 2022 14:37

Reports - Bad Request Message

Receiving a Bad Request message 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...

Jan 18, 2022 14:41

Why is this showing up on my AP/AR Aging report?

Here are a few common reasons of why something might be showing up on your AP or AR Aging report when you do not expect to see it there: There is an amount remaining on one more more transactions. Check the 'Apply' tab of all transactions to ...

Jan 18, 2022 15:16

How do I get last year’s sales to show up on my Flash Report?

If you are new to R365 and want your prior year (PY) sales to show up alongside your current sales on the Flash Report, you will need to import your ‘Historical Sales’. These are different than your ‘Beginning Balances’ that you imported during initial set...

Jan 18, 2022 15:19

What is the Year End Close I see in my GL Detail?

In Restaurant365, you do not have to book year-end entries, as this takes place automatically based on your Retained earnings preferences, approved transactions, and set Year End Close date, at the end of your fiscal year. Therefore, any adjustments t...

Jan 18, 2022 15:21

What is causing my Balance Sheet to be out of balance?

When your Balance Sheet is out of balance, it can be challenging to figure out the initial point when this may have occurred. This article reviews one way that you can decipher when and what caused your Balance Sheet to be out of balance. Step 1: Work...

Jan 18, 2022 15:26

Why does my 'On Hand' not calculate correctly on my Shopping List?

When using a Shopping List, the 'On Hand' amount may appear to be calculated incorrectly due to the fact that it displays a '0' for one or more items. It is important to keep in mind that the 'On Hand' field is calculated based...

Feb 02, 2023 11:26

What if my weekly reports are not starting on the day I want them to?

A common question that the Support Team receives is, 'What historical data does the Flash Report utilize? Does it look at the actual dates (January 31, 2022, versus January 31, 2021) or does the report utilize a specific day of the week within the peri...

May 01, 2023 17:01

What if a field is no longer available on Ad Hoc reports?

If a field is no longer available on Ad Hoc reports, it is most likely due to a simple error. To resolve this, follow the steps below: Open the Ad Hoc report and click 'Remove Items' in the 'Missing Data' pop-up modal Click the Sour...

Jan 19, 2022 11:40

Which calendar is used on each report?

Generally, your Fiscal Calendar is used for Financial reports while your Operational Calendar is used for Operational reports. However, some reports may use a different calendar than expected. Review the chart below to discover which calendar is used for e...

Jan 31, 2024 13:00

How do I duplicate a report in CFR?

Unfortunately, there is not an option to duplicate a report in Custom Financial Reporting, but you can easily replicate a report by following the steps below. Create Template. Create a new template in Custom Financial Reports. Choose and Name the...

Jan 19, 2022 11:53

How do I write an effective Job posting?

Writing clear, engaging Job postings can help bring in more Applicants. In order to help you create the most engaging content, ensure that you: Use clear, straightforward Job Titles Make Job Descriptions easy to read Sell the Opportunity Use Clea...

Jan 19, 2022 12:11

Are my R365HIRE and Workforce login credentials the same?

R365 HIRE and Workforce each have different login credentials. Users will have separate credentials for each.

Dec 09, 2022 10:31

Can I track my Careers Page?

Tracking pixels are snippets of code that are provided by your Marketing or Advertising Agency that can give you insights into Applicant conversion rates from your Careers Page. When you provide R365 with these tracking pixels, R365 can implement them on f...

Jan 19, 2022 12:14

How can Applicant data be removed from R365 Hire?

Applicants can request to have their data removed from R365 Hire at any time to protect their information. Below details the process of having Applicant information deleted from the system. Step 1: The Applicant Contacts R365 Support The Applican...

Jan 19, 2022 12:17

Can I access the applicant assessments?

To access the applicants' Personality and Math & Verbal assessments, Users can create a test applicant. This will allow Users to see what the assessments are like. To view an applicant's test scores and prescreening question answers, Users...

Dec 09, 2022 10:32

Why do I see 2 additional I-9 and W-4 forms assigned to applicants?

The additional I-9and W-4 forms located under 'Single Assign Forms' are only to be used after an employee has completed onboarding. For example, if an employee gets married and needs to update their information, assign these forms.

Jan 24, 2023 11:11

My applicants completed their paperwork, why is the onboarding bar still blank?

If the applicant has completed their necessary paperwork, but the Onboarding bar is still blank, it is likely that the Manager has not completed their portion of each document. Ensure that each document is completed.

Dec 09, 2022 10:40

Why does my 'Tasks' tab say '(No Tasks Assigned)'?

If the 'Tasks' tab says '(No Tasks Assigned),' the correct Manager may not be assigned to the appropriate checklist. From the 'Tasks' page, click 'Edit Checklists.' Then, make all the necessary and appropri...

Dec 09, 2022 10:40

Can I transfer additional documents to Payroll after exporting the applicant?

The Payroll information from the Onboarding module will export to Payroll. All attached documents transfer during the initial export. After the initial export, any additional documents will need to be uploaded directly to Payroll.

Dec 09, 2022 10:41

Should I cancel my existing Indeed subcription?

No, existing Indeed subscriptions do not need to be cancelled. To post jobs through R365 with an existing Indeed subscription, first, from the Indeed account, pull down all currently posted jobs. After removing these job postings, the jobs can then be...

Jan 24, 2023 11:11

How are Tax Witholdings Determined for R365 Pay Runs?

Pay Runs that are scheduled either daily or per pay period use the 'Aggregation' tax method for determining the tax rate for the Employee. One-Time Payments allow the User creating the One-Time Payment to choose the tax method used to calculat...

Dec 06, 2023 09:48

Why is my item costing off?

Depending on the setting you’ve chosen for an item, its inventory cost is either automatically calculated based off previous AP invoices / commissary orders or is manually entered and maintained. Troubleshooting Costing Issues When an item’s cost...

May 27, 2021 09:07

What do I do if I skipped Inventory Counts?

Inventory Counts should be entered consistently, but if your restaurant was closed, you may have skipped your End of Month (EOM) Inventory Count. Entering EOM Inventory Counts is crucial to ensure that your COGS is trued up. These counts can be easily repl...

Feb 03, 2023 08:54

How do I resume taking Inventory Counts after not taking them for weeks?

When you resume taking Inventory Counts after being closed, you will need two Inventory Counts to reflect actual COGS usage. The first count will establish how much in Inventory you have in house. This count should be compared against your Balance Sh...

Jan 13, 2023 16:37

What are some best practices around entering a Payroll Journal Entry?

When creating a Payroll Journal Entry, it is important to make sure that the necessary Daily Sales Summaries are approved and only one Payroll JE is created to clear out the accrued payroll for the desired date range. If more than one Payroll JE is entered...

Jan 17, 2022 15:35

How do I manage Undeposited Funds?

It is recommended to map Cash and Credit Card transactions to Undeposited Funds. To ensure that these funds are properly matched to the necessary bank account, follow the process listed below. Step 1: Map to Undeposited Funds from the DSS Pre...

Jan 17, 2022 15:38

COVID-19 Relief: Paycheck Protect Program (PPP) Loans & More

For information on Paycheck Protection Program loans for small businesses, see our regularly-updated PPP blog post, our PPP on-demand webinar, and our PPP Loan Forgiveness Strategies & Recovery Best Practices webinar. For a wealth of information on...

May 26, 2020 07:34

What does the onboarding process look like?

In onboarding, you will typically work with both an Accounting Coach and an Operations Coach as you learn both parts of the system. These processes are very different but work in conjunction with each other and, therefore, occur concurrently. Below details...

Feb 02, 2023 14:59

How can I change a Legal Entity in R365?

During Implementation, Legal Entities will be set up for your Organization and tied to their respective Locations within R365. However, if a change in ownership occurs or there is a shift in Legal Entity structure, existing Legal Entities may need to be ad...

Aug 19, 2021 07:36

Welcome to Your Adoption Journey

Congratulations on completing implementation! Restaurant365's VP of Customer Success, Kris Sundberg, has a quick message on how we are going to help your restaurant business thrive. To ensure you stay successful and are maintaining your instance...

Mar 02, 2022 07:58

Setup Review and Daily Tasks

Fast track month-end close by maintaining your daily To Do Checklist in R365 and never play catch up again! Because you are entering and approving transactions daily, you should be reviewing the Flash, Weekly Review – Location, and Overtime Warning reports...

Jan 25, 2022 11:22

Weekly Tasks and Reports

Now that you are getting in the habit of knocking out your daily routine in R365, it is time to layer in weekly and biweekly tasks. These to-do frequencies are dependent on how often your Organization runs Payroll and takes Inventory. However, reviewing li...

Jan 25, 2022 11:24

Monthly Tasks and Reports

If you are maintaining Daily and Weekly Tasks, wrapping up period end should be a simple routine with only 3 main components on the Monthly To-Do List. These include: Bank Reconciliation It is important to compare your bank statements against ledgers ma...

Sep 28, 2021 11:00

Quarterly Tasks and Reports

Now that you have experienced at least two period ends, you should have plenty of reps under your belt for all DWM tasks. Layering in Quarterly Self-Audit processes is one way you can keep your R365 instance accurate and healthy for years to come. Use the ...

Sep 28, 2021 11:00

Quarterly Accounting Self-Audit

Every quarter, it is important to review certain aspects of the Accounting module to ensure that all transactions tie out, access to the system is granted to the appropriate Users, and financial data is accurate. This article reviews the following Acc...

Sep 28, 2021 11:00

Quarterly Operations Self-Audit

Every quarter, it is important to review certain aspects of the Operations module to ensure that all items are set up correctly and that Scheduling details are accurate and up-to-date. This article reviews the following: Item Setup Labor Setup ...

Jan 25, 2022 11:24

Inventory Clean Up Process

It is important to update Inventory if any of the following occurs: Multiple similar items with different names (e.g. GROC Ketchup, GROC Katchup, GROC Catsup) Unexplained costing issues (usually a symptom of incorrect unit and item setup) Item values o...

Sep 28, 2021 11:00

Quarterly Recap

The goal of this article series is to equip you with the skills and routine to maintain your instance, inform your team, and streamline processes with the DWM Checklist. Because great healthy habits are established, you are truly utilizing what R365, as an...

Sep 28, 2021 11:00

Defining Your Data

Now that you have spent the past few months getting comfortable with R365 processes, it is important to utilize the data at your disposal and keep your team informed. You can start with the following resources: Building a Data-Driven Culture - This blog...

Jan 20, 2022 09:26

The Value of Sales Forecasting

Sales Forecasting is an important tool to take your restaurant to the next level. Your Location's Sales Forecast can influence inventory, ordering, staffing, and more. To help provide the most accurate forecasts, R365 provides you access to three level...

Jan 20, 2022 09:38

Visualizing Your Data with Dashboards

R365 has three dashboards for Financials, Labor, and Operations to quickly review key metrics across Locations. These dashboards are mobile device friendly as well when opening with a Chrome browser! Labor Dashboard If you are using R365 Scheduli...

Jan 20, 2022 09:27

Poll Status Overview

Polling is the communication between Radar the POS (Point of Sale) for each location. Each night after the POS end of day Radar polls in the following data: Sales – Previous Day ONLY Labor – Last 21 days Actual Cash Deposits – Last 7 days The ...

Apr 17, 2023 12:15

Poll Status Key Detail

Icons on the Poll Status table make it easy for you to quickly recognize information about the polling status of a location. To view a key for the icons that may appear on this page, click 'SHOW KEY'. To hide the Poll Status Key, click 'HIDE KE...

Jan 14, 2022 10:45

POS Installation & Remote Access Information

R365 polls information from your Point of Sale (POS) system by first installing our software on a server or computer at each location. This computer is typically your back of house computer. We can install the software one of two ways: Remote access or via...

Jun 07, 2023 12:24

POS Change Overview

Radar is only able to poll from one POS for each Location. The process of changing the POS system being polled involves prepping Radar for the changeover, locking polling of the old POS, initiating polling for the new POS, and post-change audits. Thro...

Sep 27, 2022 11:52

POS Change Acknowledgement

When switching between Point of Sale (POS) systems, it is important to understand the changes in data that can occur. This acknowledgement outlines certain caveats about the change procedure and possible ramifications of implementing a change. Restaurant36...

Jul 07, 2022 09:21

Historical Back Poll Micros3700 Addendum

Acknowledgement of the following Micros3700 Historical Data limitations. There are certain limitations to a Micros3700 historical data back-poll that warrant additional explanation and understanding on your part prior to commencing the back-poll. ...

Jul 07, 2022 08:31

Labor Flat File

A Labor Flat File is an add-on feature that allows Radar to import Time and Attendance data from a timeclock provider, outside of the POS system used for recording sales. Setup Process Once R365 Support receives notification that the Labor Flat F...

Jul 28, 2022 08:31

Revenue Center Split

A Revenue Center Split is an add-on feature where POS data is polled from one Location, then split into two or more Locations. The data is split from the Parent Location based on POS Revenue Centers and Job Names. The new Split Location will have all the s...

Jul 26, 2022 17:24

Data Integrity - Sales Audit

When Radar polls data from your Point of Sale, the data within Radar should mirror the data in the POS. Comparing how the POS reports sales data to how Radar reports the same sales data is an important part of managing a Radar database. Recommended reas...

Jan 27, 2022 14:53

Data Integrity - Labor Audit

When Radar polls data from your Point of Sale, the data within Radar should mirror the data in the POS. Comparing how the POS reports labor data to how Radar reports the same labor data is an important part of managing a Radar database. Recommended Re...

Jan 28, 2022 16:11

Employee Resolve Audit

Employee Resolve is the term used for the rules Radar uses to turn raw labor data provided by the POS into employee records in Radar. Typically, when Radar receives data from the POS it is just a list of names and punches. Radar then groups the punches by ...

Feb 01, 2022 16:19

User Options

The User Options page is the best page of the User Options module and contains the following quick links: Change Password, Help Files, Manage Account, Manage Email Alerts, Manage Report Batches, Manager Log Font Setting, RADAR/Website Questions, Polling Su...

Dec 01, 2021 15:47

Change User Password

The Change User Password page allows you to quickly and easily change your password. The newly-created password must meet the New Password Strength criteria displayed to the right of the 'New Password' field. The New Password Strength setting can b...

Dec 01, 2021 15:47

Help Files

The Help Files page allows you to view, save, or print help documentation for any specific module. Documents are displayed in PDF format. To view a help file, select the PDF icon or the 'Help File' link in the 'Help' column. Once the he...

Dec 01, 2021 15:47

Manage Account

The Manage Account page allows you to view and edit a few User-specific settings. These settings include: Default Report Output - Select whether you would like the default report output to be Active Reports or PDF Email Address - Enter the email address...

Dec 01, 2021 15:47

Manage Defaults

The User Settings from Manage Users that can be edited by a User without Super Admin assistance will be displayed here. There is a brief description next to the choices to let you know the impact of your choice.

Dec 01, 2021 15:47

Manage Email Alerts

The Manage Email Alerts page allows you to subscribe to any email alerts that have been set up with the 'Can Subscribe?' option. For more information on creating or editing an email alert batch, see the Email Alerts page in the Company Configuratio...

Dec 01, 2021 15:47

Manage Report Batches

The Manage Report Batches page allows you to subscribe to any report/export batches that have been set up with the 'Can Users Subscribe?' option. For more information on creating or editing report/export batches, see the Report & Export Batches...

Dec 01, 2021 15:47

Manager Log Font Settings

The Manager Log Font Settings page allows you to customize the font in the 'Messages' section and the 'Log' section of the Manager Log page. It is important to note that in order for a User to have access to the Manager Log Font Settings pa...

Dec 01, 2021 15:47

Review Service Agreement

The Review Service Agreement page allows you to view and print the Ctuit Subscription Agreement. The Service Agreement History table is displayed on the right side of the page. This table displays all revisions to the Ctuit Subscription Agreement and t...

Dec 01, 2021 15:48

Multi-Factor Authentication (MFA)

Multi-Factor Authentication (MFA) adds an additional layer of security that prompts Users to authenticate their logins. When MFA is enabled, all Users have the ability to opt in to MFA for their User Account. When logging in with MFA, Users will need t...

Mar 23, 2023 09:48

Training Overview

The Training module provides you with training videos, help files, and a calendar of training webinars that can all be used to help you familiarize yourself with RADAR.

Dec 01, 2021 16:24

Module User Guides

The Module User Guides page allows you to view, save, or print help documentation for any specific module. Documents are displayed in PDF format. To view a help file, select the PDF icon or the ‘User Guide’ link in the “Guide” column. Once the help file op...

Dec 01, 2021 16:24

Training Videos

The Training Videos page allows you view training videos that can help you familiarize yourself with RADAR and its basic functionality. Basic Usage The training videos are divided into sections. Each section contains a list of separate videos tha...

Dec 01, 2021 16:24

Dashboard Module Overview

The Dashboard module is a configurable page designed to give you a quick snapshot of a wide variety of information. This page allows you to view Sales, Labor, COGS, OML entries, and many other points of data using any of RADAR's 200+ informational...

Feb 04, 2022 11:07

Create and Edit a Dashboard

Dashboards can easily be designed for specific Users to show the most relevant data and assist in making on-the-fly decisions. This article reviews how to ensure the necessary Users have access to the most relevant widgets on their dashboard. Cr...

Feb 04, 2022 11:09

Checkbook

The Checkbook widget displays a checkbook based on budget and actual posted activity. Select a GL Code and add it o the list. All budgets and activity for GL Codes in the list will be included in the widget view on the dashboard. Type in a title for th...

Dec 01, 2021 15:47

Configure Alerts

The Alerts widget allows the User to setup custom ranges for various metrics to view on the dashboard. Create or Edit a New Alert To create a new Alert, fill in the fields and click the 'Add' button. To edit an existing alert, click the &#...

Dec 01, 2021 15:47

Manager Log: Overview

The Manager Log is an internal communications tool that allows a User to add Tasks, Events, Messages, Staffing Notes, and Log Entries. This module works in conjunction with the Employee Data Module (EDM), the Event Management Module, and the Labor Schedu...

Oct 17, 2022 09:09

Manager Log Search

This page allows you to do a search for any number of entries that have been made in the Manger Log. The user can search for Tasks, Task Data (specific tasks results), Messages, Log Entries, and All of the above. If the user selects a Log Type of '...

Feb 03, 2022 16:48

Checklists and Checklists Drop-Down

Checklists are collections of task-like item entries contained in collapsible group menus. These groups are designed to act as a kind of recurring ‘to-do’ list that can be filled in throughout the day, after closing, or by utilizing Ctuit’s On The Fly mobi...

Dec 01, 2021 15:50

Manager Log Sales Figures

The Manager Log Sales Configuration page allows users to choose what metrics are displayed on their specific location’s Manger Log page. Users may add up to 22 different metrics. Users may choose in what order the metrics are displayed. Usage You ma...

Feb 03, 2022 16:54

Manager Log Entry Types

The Manager Log Entry Types page allows you to enter your own company-specific log types. The unique “Log Types” will also populate the “Task Types”. The Manager Log comes with three standard Log Types: General, Repair & Maintenance, and Employee I...

Feb 03, 2022 16:57

Manager Log Staffing Types

The Manager Log Staffing Types page allows you to create your own company-specific staffing types. The Manager Log has six standard Staffing Types. These include: Tardy, Sick, No Show, Called In, Record of Discussion, Outstanding Performance, and Cash Hand...

Dec 01, 2021 15:50

Event Types

The Manager Log Event Types page allows you to define your own specific event types. You may also set any default text that will appear with a specific event type. Manager Log Events work in conjunction with both the Labor Scheduling module as well as the ...

Dec 01, 2021 15:51

Manager Log Employee Date Fields

The Manager Log Employee Dates Field page allows you to use custom fields from the EDM (Employee Data Module) in conjunction with the Manager Log. Examples of EDM fields that you might want to work in conjunction with the Manager Log include birthday...

Feb 04, 2022 09:39

Manager Log Incident Emails

The Manager Log Incidents Emails page allows you to link a specific Log Type to an email address so that when the Log Type is created it will automatically generate an email. The email will only be sent for Log entries, not for Task entries. Manag...

Feb 04, 2022 09:41

Checklist Setups

The Checklist Setups page is used to assign groups to locations, and items to groups. Location: Select which location’s groups and items you would like to view/edit. Note: Unlike many other RADAR pages, selecting ‘All Locations’ here will not show data ...

Feb 04, 2022 09:51

Key Info Overview

The Key Info page is the base page of the Key Info module. It allows users to instantly view a wide variety of data metrics for a single location, a location group, or the entire company. It also provides period-over-period actual versus budget comparisons...

Dec 01, 2021 15:51

Check Explorer

The Check Explorer chart provides a comprehensive list of information directly related to guest checks. It gives you the ability to view a variety of information about every guest check that was issued during a specified time period at a selected location....

Dec 01, 2021 15:51

Comparative Ops Statement

The Comparative Ops Statement page provides you with a comprehensive summary of financial information during specified time periods. The Comparative Ops Statement allows for the comparison of several date ranges, and it allows actual information to be comp...

Dec 01, 2021 15:51

Custom Product Mix Builder

The Custom Product Mix Builder page gives you the ability to create a fully customizable table that reports the sales of an item, item group, or sale department during selected time frames. This table generator can be used in conjunction with the Product M...

Dec 01, 2021 15:51

File Manager

The File Manager page allows you to upload and store various documents on RADAR. It can be used to store important files in a single location that can be accessed by multiple users in the company regardless of their location. The following file types can b...

Dec 01, 2021 15:51

Sales Association

The Sales Association page creates a comprehensive table of all guest checks at a selected location on particular days of a selected week. The following columns are included on the table: Date of Business (DOB), Day of Week, Check ID, Employee, Total Comps...

Dec 02, 2021 13:32

Server Performance

The Server Performance page is a comprehensive summary of critical information related to employee sales, labor, and productivity. Depending on which category you select (Sales, Labor, or Productivity), a table will be displayed that provides an overview o...

Dec 01, 2021 15:51

Reports Module Overview

The Reports module is RADAR’s primary reporting mechanism and contains over 190 business intelligence reports grouped into 10 main categories (Sales, Labor, Forecasting, Accounting, Site Administration, Inventory & Recipes, Employee Data, Event Managem...

Apr 10, 2023 10:46

Report Presets

Many Radar Reports have extensive options within Step 3 filters. Report Presets are used to populate the Step 3 filters with a preselected configuration, and can assist Users in running Reports with consistent filters. Report Presets are also used to set S...

Jun 20, 2022 12:29

Employee Data Module Overview

The Employee Data Module (also known as the EDM) is where critical HR data related to employees imported from the POS or Flat Labor File can be viewed. Radar imports critical HR data associated with employees that have at least one minute of time clo...

Mar 18, 2022 17:33

Employee Details

The Employee Details page allows you to view and edit an Employee's information. Note: Most Employee Data fields are view-only. Email address, Meal Break Waivers, and Termination Date can be edited in Radar, but will default to POS-provided values i...

Mar 18, 2022 17:34

Upload EDM Details

The Upload EDM Details page is used to update Employee information via a customizable template. Security Users with either of the following User Privileges have the ability to access the Employee Data Upload Page: Full Access (Radar Superadm...

Mar 11, 2022 11:37

Custom Fields

Custom EDM Fields are used to track HR data that is not provided by the POS. Custom EDM Fields must be created by our Support Team upon request from a Superadmin. Custom Field Uses Custom Fields are often used as when Radar is the single source of ...

Mar 11, 2022 11:38

Payroll Validation Overview

The Payroll Validation page allows you to view one or more Location's payroll validation status for a selected pay period. Additionally, this page allows you to validate and certify your payroll numbers. Viewing Payroll Validation Status L...

Feb 04, 2022 15:03

Minimum Wages

The Minimum Wage page allows you to view, edit, and create minimum wage entries for use in Special Pay calculations. Most Special Pay rules interact with the 'expected' minimum wages for a given Location. Use this page to manage which minimum ...

Dec 02, 2021 08:43

Payroll Validation Location Assignment

The Location Assignment page allows you to assign Location(s) to rule sets against which their payroll data will be validated. Assigning Location(s) to a Rule Set To assign one or more Locations to a rule set, select a rule set from the left side ...

Dec 02, 2021 08:43

Payroll Validation Rule Setup

The Payroll Validation Rule Setup page allows you to view, create, and edit payroll validation rule sets. A rule set is an aggregate of rules by which a Location's payroll will be validated. Create a New Rule Set To create a new rule set...

Feb 04, 2022 09:44

Payroll Validation Settings

The Payroll Validation page allows you to configure Payroll Validation module settings. Only Users with the proper permissions have access to the Payroll Validation Settings. The following setting can be configured by clicking 'Edit' at the top, le...

Dec 02, 2021 08:43

Process (Lock) Payroll

Since RADAR goes back 21 days to look for any changes in labor, any information within this timeframe that has been altered after sending your payroll information to your payroll provider will display as an imbalance. The Process (Lock) Payroll page allows...

Dec 02, 2021 08:43

Benchmarking Module

The Benchmarking page is the base page of the Benchmarking module where you can compare various metrics of any single location to those of a selected control group. This page uses a four-step approach, which mimics our Reports, Exports, Charts, and Ranking...

Dec 01, 2021 15:45

Forecast Entry

The Forecast Entry page is the core page of the Forecasts module. Various tools exist on this page to improve your ability to develop the most accurate forecast possible. Once you create and save a forecast, you can use other areas of RADAR (such as Rep...

Feb 04, 2022 11:00

Forecast Setup

The Forecast Setup page allows you to add new forecast metrics or edit existing forecast metrics. Additionally, you can archive forecast metrics that have data or delete forecast metrics that have no data. Basic Usage SHOW - Select whether to view...

Dec 02, 2021 08:47

Forecasts Settings

The Forecast Settings page allows you to customize some of the settings of the Forecast Entry page. For example, if you would like to hide the SPLIT button on the Forecast Entry page, you would come to the Forecasts Settings page to make that adjustment. ...

Dec 02, 2021 08:47

Rankings Module

The Rankings module allows you to quickly and easily see which locations are top performers for a particular metric during a specified time period. You can rank locations based on metrics such as Net Sales, Guest Averages, Quantity of an Item Sold, and mor...

Dec 01, 2021 15:45

Manual Data Entry Page

The Main Data Entry (MDE) page displays a list of links to all MDE pages to which you have access. Brief page descriptions will be displayed to the right of each link. Select any of the links tonavigate to the corresponding page. Note: MDE-related report...

Dec 02, 2021 08:45

Deposit Entry Page

The Deposit Entry page displays deposit information and allows you to enter and edit location-specific deposit information. A deposit is generally thought of as the 'cash to the bank' figure. If your POS supports deposit entry, figures should be po...

Dec 02, 2021 08:45

Manual Data Entry Settings Page

The Manual Data Entry Settings page allows you to configure MDE module settings. Only Users with the proper permissions have access to the Manual Data Entry Settings page. The following settings can be configured by selecting EDIT at the top left corner of...

Dec 02, 2021 08:45

Safe Counts Page

The Safe Counts page allows you to enter safe count information for a specific Location. The automatic calculations on this page make cash accountability simple, reliable, and less vulnerable to User error. You can also add safe count notes for a specific ...

Dec 02, 2021 08:45

Exports Overview

The Exports module is RADAR’s secondary reporting mechanism. Unlike a report, an export is an unformatted “data dump” of information. An export can sometimes be more desirable than a report. For example, if your goal is to simply load base data into a spre...

Dec 02, 2021 08:48

Charts Overview

The Charts module provides an easy way to view the fluctuation in data over a selected date range. This can be helpful in evaluating a location’s performance in a variety of different areas. The charts are separated into nine categories: Metric, CVP (Comps...

Dec 02, 2021 09:33

Location Comparison

The Location Comparison chart displays the activity of one or two selected metrics for any number of locations or location groups, simultaneously. Chart Usage By generating a color-coded bar for each instance of your selected metric(s), this chart ...

Dec 02, 2021 09:33

Checks in an Hour

The Checks in an Hour chart provides a detailed view, by hour, of all checks generated at the selected location (or location group) that contain data for the selected metric. Chart Usage This chart can be used to quickly view which checks have ab...

Dec 02, 2021 09:35

US Trend Map

The US Trend Map details year over year sales growth (Net or Gross) across all 50 states by displaying different color star-shaped data markers to indicate performance. Chart Usage This chart is useful in quickly identifying how well locations i...

Dec 02, 2021 09:35

AP Purchase Trend

The AP Purchases Trend chart provides summary-level purchase information for a single location (or location group) across one or more years. Alternatively, the purchase data can be displayed for multiple locations (or location groups) across a single year....

Dec 02, 2021 09:35

AP Purchases by GL Code Breakdown

The AP Purchases by GL Code Breakdown displays the total amount, quantity, and percentage breakdown of AP purchases by GL Code. A table displayed below the chart details each GL Code’s amount and percentage of total amount. This chart can be accessed from ...

Dec 02, 2021 09:35

AP Purchases by GL Code Trend

The AP Purchases by GL Code Trend chart provides purchase information for one or more GL codes. This chart can be accessed from the Charts module and the Accounts Payable module under the ‘Charts’ tab.? Note: The prices displayed on this chart are the pric...

Dec 02, 2021 09:35

AP Purchases by Vendor Trend

The AP Purchases by Vendor Trend chart provides summary-level purchase totals for one or more vendors for an entire year. This chart can be accessed from the Charts module and the Accounts Payable module under the ‘Charts’ tab. Note: The prices displayed o...

Dec 02, 2021 09:35

AP Purchases Invoice Breakdown

The AP Purchases Invoice Breakdown chart displays a breakdown of purchased amounts per invoice. A table displayed below the chart details the vendor, the amount, and the percent of total for each invoice posted during the selected date or date range. Selec...

Dec 02, 2021 09:35

CC Tip % Trend by Employee

The CC Tip % Trend by Employee chart displays credit card tip percent totals by employee for an entire year. Chart Usage This chart can be used to compare the credit card tip percentage of one employee to another. Additionally, this chart can be...

Dec 02, 2021 09:35

Invoice Batches

The Invoice Batches page is the base page of the Accounts Payable module. This page allows you to view, create, and post invoice batches. Searching for Invoice Batches - Basic Usage Location Group - Select the location or location group for whic...

Dec 02, 2021 08:34

Invoice Batch Details

The Invoice Batch Details page displays a list of invoices that comprise a particular invoice batch. This page allows you to view an invoice, review an invoice, or create a new invoice to add to the invoice batch. Basic Usage Posting Date - Chan...

Dec 02, 2021 08:42

Purchase Orders

The Purchase Orders page allows you to view and edit existing purchase orders or create a new purchase order. Basic Usage Location Group - Select the location or location group for which to view invoices. Start Date / End Date - Select your sta...

Dec 02, 2021 08:43

Purchase Order Details

The Purchase Order Details page allows you to view and edit the details of a particular purchase order (PO). Immediately after navigating to the Purchase Order Details page, the top section of the page displays the vendor, location, PO number, detail total...

Dec 02, 2021 08:34

Purchase Order Templates

A Purchase Order Template allows you to set up a list of vendor purchase items for a particular vendor. This can be helpful if you place similar orders to a particular vendor on a regular basis. Rather than creating a new Purchase Order from scratch eac...

Mar 10, 2022 08:43

PO Template Details

Use the Purchase Order Template Details page to view and edit purchase order templates. Basic Usage The Purchase Order Template Details table displays a list of vendor purchase items (VPI’s) and receive units. The following page options are avai...

Dec 02, 2021 08:34

Vendor List

The Vendor List page provides a place for you to manage you vendors. This page allows you to add, edit, or deactivate vendors. Searching for a Vendor Vendor - Enter the name of the vendor for which you are searching. As with any other auto-fill ...

Dec 02, 2021 08:43

Upload / Download Vendors

The Upload/Download Vendors page allows you to download vendors to an Excel spreadsheet or upload vendors from an Excel spreadsheet. This can make the process of entering or editing information for multiple vendors more efficient. Download Vendor Tem...

Dec 02, 2021 08:43

Merge Vendors

The Merge Vendors page allows you to merge multiple existing vendors into a single existing vendor. Please be aware that merging vendors will do the following: Re-assign all Vendor Purchased Items from Source Vendors to the Destination Vendor Re-assign ...

Dec 02, 2021 08:42

Vendor Purchase Items

The Vendor Purchase Items page allows you to view, edit, or deactivate existing vendor purchase items (VPI’s). This page also allows you to create new VPI’s. Searching for a Vendor Purchase Item Inventory Item - To search for a specific invento...

Dec 02, 2021 08:43

Upload Vendor Purchase Items

The Upload Vendor Purchase Items page allows you to upload vendor purchase items (VPI’s) to an Excel spreadsheet. This can make the process of entering or editing VPI information more efficient. Download Vendor Purchase Items To add or edit VPI i...

Dec 02, 2021 08:43

Posting Email Alerts

A posting email alert is an email that gets sent to specified users when an invoice batch gets posted for a location. The Posting Email Alerts page allows you to view, edit, delete, or create a posting email alert. Note: The ‘Notify Location when Batch is ...

Dec 02, 2021 08:42

Copy Invoice

The Copy Invoice page allows you to copy the information of an invoice and duplicate its data to a new invoice/invoice batch. Basic Usage Source Invoice - Enter the invoice number of the source invoice (the invoice you would like to copy). The au...

Dec 02, 2021 08:41

Find Invoices

The Find Invoices page allows you to quickly find a specific invoice by utilizing numerous filters. Searching for an Invoice The following filters are available to help you find a specific invoice. Note that you are required to use at least one ...

Dec 02, 2021 08:41

Merge Vendor Purchase Items

The Merge Vendor Purchase Items page allows you to merge multiple existing vendor purchase items (VPI’s) into a single existing VPI. Please be aware that merging VPI’s will do the following: Merge Receive Units form Source Vendor Purchase Items to the De...

Dec 02, 2021 08:42

Missing VPIs / Receive Units

The Missing VPIs/Receive Units page allows you to search for and replace missing vendor purchase items (VPIs) and/or receive units. For example, if you have invoices with a particular VPI on them, and then you deactivate that VPI, the VPI will appear on th...

Dec 02, 2021 08:42

Purchase Order-Invoice Comparison

The Purchase Order-Invoice Comparison page compares a purchase order against its linked invoice. This page is useful in determining discrepancies in quantity and price. Searching for a Purchase Order-Invoice Comparison PO Number - Enter the purc...

Dec 02, 2021 08:43

Purchase Review

The Purchase Review page allows you to view past inventory purchases by GL Code and location (or location group). Basic Usage Location Group - Select the location or location group for which to view purchases. Start Date / End Date - Select the...

Dec 02, 2021 08:43

AP GL Codes

The Accounts Payable GL Codes page allows you to select which GL Codes can be used throughout the Accounts Payable module. The page displays a table of all GL Codes and their associated GL Code Names. The table also displays a green check mark for GL Codes...

Dec 02, 2021 08:41

EDI Setup

EDI Setup is part of the A/P Module. The EDI Setup page displays Vendor-specific configurations for Invoices imported through VMS (Vendor Management Solutions). VMS-imported Invoices will automatically flow into the A/P Module in an automated batch...

May 16, 2022 17:24

AP Settings

The Accounts Payable Settings page allows you to configure AP module settings. Only users with the proper permissions have access to the Accounts Payable Settings. The following settings can be configured by selecting EDIT at the top right corner of the...

Mar 10, 2022 08:35

Brands

The Brands page allows you to view, edit, or create new brands for Vendor Purchase Items (VPI’s). The table show displays Brand, Code, Vendor Purchase Items (VPI), and Invoices. Searching for a Brand The following fields can be used to search for...

Dec 02, 2021 08:41

Manufacturer Groups

The Manufacturer Groups page provides you with an easy-to-use interface where you can assign manufacturers to a manufacturer group or remove manufacturers from a manufacturer group. This page can also be used to create new manufacturer groups. Search...

Dec 02, 2021 08:42

Manufacturers

The Manufacturers page allows you to view and edit manufacturers as well as create new manufactures. Searching for a Manufacturer Manufacturer - Enter the manufacturer name into this auto-fill field to search for a specific manufacturer. As with...

Dec 02, 2021 08:42

Base Units

The Base Units page simply displays a table that lists base units, each base unit’s atomic unit, and the number of inventory items associated with each base unit. You can re-sort the Base Units table by clicking on any of the underlined column headers. Cli...

Dec 02, 2021 08:41

Conversion Units

The Conversion Units page allows you to view and/or edit existing conversion units or create a new conversion unit. Searching for a Conversion Unit Conversion Unit - To search for a specific conversion unit, enter the conversion unit name into t...

Dec 02, 2021 08:41

Receive Units

The Receive Units page allows you to view and/or edit existing receive units or create a new receive unit. This page can also be used to review receive units. This is useful if a receive unit is created by a vendor via EDI. Occasionally, vendors provide ba...

Dec 02, 2021 08:43

Inventory Taking Units

The Inventory Taking Units page allows you to view and/or edit existing taking units or create a new taking unit. Searching for an Inventory Taking Unit Inventory Item - To search for an inventory taking unit associated with a particular inven...

Mar 10, 2022 08:37

Inventory Item Conversion History

The Inventory Item Conversion History page provides you with a log of all instances of an inventory item conversion or a VPI conversion being created, changed, or deleted. The Inventory Item Conversion History page can also be used to restore conversions t...

Mar 21, 2022 14:35

Inventory Item Conversions

Inventory Item Conversion The Inventory Item Conversions page allows you to create a new inventory item conversion. You can also use this page to edit any of your existing inventory item conversions, delete conversions, or export a list of your conversi...

Mar 10, 2022 08:41

Vendor Purchase Item Conversions

The Vendor Purchase Item Conversions page allows you to create a new vendor purchase item (VPI) conversion. You can also use this page to edit any of your existing VPI conversions, delete conversions, or export a list of your conversions to Microsoft Excel...

Dec 02, 2021 08:43

Labor Scheduling Overview

Feb 04, 2022 12:09

View Schedules

The View Schedules page is the base page of the Labor Scheduling module. This page displays generated (“posted”) schedules for Advanced Labor Scheduling module users. For basic module users, this page displays schedules that have been imported from the P...

Dec 02, 2021 08:46

Schedule Builder

The Builder page allows you to build, edit, and post weekly labor schedules. Multiple labor schedules can be built each for each week, which allows you to have a separate schedule for each job, work center, or any combination thereof. This page is only ava...

Dec 02, 2021 08:46

Labor Templates

The Labor Templates page allows you to create multiple labor scheduling templates for each location, which helps you save time when building a new schedule. Each template consists of multiple shifts that display a job type and a time range for each day in ...

Dec 02, 2021 08:47

Time Off Requests

The Time Off Requests page allows you to mark an employee as unavailable for one date, a date range, or on a recurring day of the week. These requests will show up in the Alert Summary of the Builder and on the Weekly Labor Schedule Detail report if an emp...

Dec 02, 2021 08:47

Labor Quick Notes

The Quick Notes page allows you to view, edit, and/or create a new quick note. These quick notes appear when selecting "Add Shift" on the Builder page in the "Shift Details" window, or on the Template page in "Add Shift" windo...

Dec 02, 2021 08:47

Radar Schedules App

Feb 04, 2022 12:08

Approvals

The Approvals page collects and displays information for the shift changes that have been made or propose through the Schedules app. Filter by location and status to display changes in the Approvals table at the bottom of the page. The table displays ...

Dec 02, 2021 08:46

Approval Notifications

The Approval Notifications page allows you to set up notifications for proposed shift changes and time off requests. To view users with existing notifications, filter by location and select SHOW. Any results will show at the bottom of the page. Edit...

Dec 02, 2021 08:46

Employee Accounts

The Employee Accounts page allows you to invite employees to use the Ctuit Schedules app, and to edit their details. Show - You can filter by Employees with Activity in the Last 90/30 Days, All Active Employees, or you can search by name. The latter opt...

Dec 02, 2021 08:46

Inventory Sessions

The Inventory Sessions page is the base page of the Inventory module. This page allows you to view; create; and post, un-post, and repost Inventory Sessions. Search for an Inventory Session The Inventory Sessions listing collects Inventory ses...

Mar 10, 2022 08:33

Inventory Items

The Inventory Items page allows you to view, edit, or deactivate existing inventory items. This page also allows you to create new inventory items. Searching for an Inventory Item GL Code - To search for items that fall under a specific GL C...

Mar 10, 2022 08:32

Inventory Transfers - Edit Inventory Transfer

The Edit Inventory Transfer page allows Users to view and edit an Inventory Transfer. This page can be accessed by selecting an Inventory Transfer’s number on either the Incoming Transfers or Outgoing Transfers page. The ability to edit an Invent...

Jun 14, 2023 16:17

Inventory: Commissary Transfers As Invoices

This article reviews commissary transfers within the Inventory module. Article Topics Overview Commissary Transfers in Reporting Setup Inventory Module Settings Location Setup Vendor Records Vendor Purchase Items & Inventory Items Recipes...

Jan 15, 2024 15:02

Inventory: Incoming Transfers

This article reviews the Incoming Transfers page within the Inventory module. Here, users can view incoming inventory transfers as well as create new inventory transfers. Certain transfers can also be rejected or accepted directly through this page. A...

Feb 09, 2024 17:20

Inventory: Storage Locations

The Storage Locations page allows Users to hierarchically assign Inventory Items to a Storage Location. A Storage Location tree view can be created for each Location, and will display on the left side of the screen. Folders can be created in the tree ...

Jun 14, 2023 15:51

Inventory: Inventory Item Price List

The Inventory Item Price List page allows Users to view Inventory Item prices for a selected date and Location. This can be used to do a basic audit of Inventory Item costs for a Location on a particular date. Inventory Price List Header ...

Jun 14, 2023 16:54

Waste Types

The Waste Types page allows you to create waste types for use in waste entries and templates. These typically include entries like spoiled, dropped, food tasting, etc. New Waste Type: Select + NEW WASTE TYPE to begin creating a new waste type. From he...

Dec 01, 2021 15:52

Inventory Settings

The Inventory Settings page allows you to configure Inventory module settings. Only users with the proper permissions have access to the Inventory Settings. The following settings can be configured by selecting EDIT at the top left corner of the Inventory ...

Dec 01, 2021 15:52

Inventory Alerts - Unassigned Vendor Purchase Item

This feature is a part of the Inventory Alerts page. The Unassigned Vendor Purchase Item Alerts Table displays Vendor Purchase Items (VPIs) whose associated Inventory Item is unassigned. In most cases, this alert is caused by an EDI Invoice importin...

May 18, 2022 15:40

Inventory Alerts - Storage Location

A Storage Location Alert is displayed when an Inventory Item’s associated Taking Unit has been removed and replaced by another Taking Unit or if an Inventory Item has no associated Taking Unit. The Storage Location Alerts Table:  This table displays th...

May 18, 2022 15:41

Inventory Alerts - Receive Units Pending Review

The Receive Units Pending Review Table displays all Receive Units that have yet to be reviewed. This table displays the following information:  Receive Unit, Vendor Purchase Items, Invoices, Vendor Code, Date Created, Container Size, and Conversion Unit. ...

May 18, 2022 15:43

Inventory Alerts - Vendor Purchase Items Without Receive Units

The Vendor Purchase Items Without Receive Units table displays VPIs whose Receive Unit has been removed.  This Alert occurs when a User manually enters a VPI on the Invoice Details page and some time later the associated Receive Unit is removed. The V...

May 18, 2022 15:56

Inventory Alerts - Taking Unit

Similar to the Vendor Purchase Items Without Receive Units Alert, a Taking Unit Alert will be displayed when an Inventory Item’s Taking Unit has been removed. The Taking Unit Alerts Table displays the following information: Inventory Item, Last U...

May 18, 2022 16:25

Inventory Alerts - VPIs Pending Review

A VPI Pending Review alert occurs when a VPI has yet to be reviewed. The Pending Vendor Purchase Items table displays the following information: Vendor Purchase Item, Code, Inventory Item, Vendor, Location, Invoice Batch, Invoice, Posting Date, Invoic...

May 18, 2022 16:15

Inventory Alerts - Vendor Purchase Item Conversion Alerts

A Vendor Purchase Item Conversion alert occurs when a VPI does not have a conversion equation from the selected receive unit to the selected base unit.  You can prevent this alert from popping for VPI’s that have been tagged as “Exclude From Inventory” by ...

May 18, 2022 16:17

Inventory Alerts - Quick Cost

A Quick Cost Alert occurs when the Base Unit for a cost entered through Quick Item Costs does not align with the Base Unit of the Inventory Item. In most cases, this occurs when uploading a Quick Item Cost from an Excel file that contains incorrect data. ...

May 18, 2022 16:19

Inventory Alerts - Bad AP Prices

A Bad AP Price alert occurs when an inventory item’s price exceeds its minimum or maximum price.  This alert is a reproduction of the Bad AP Prices page.  For more information on bad AP prices or the information displayed, see the Bad AP Prices page. ...

Aug 19, 2022 08:19

Inventory Alerts - Inventory Item Converstion

Similar to the Vendor Purchase Item Conversion Alert, this alert is displayed when an Inventory Item does not have a conversion equation from the selected Taking Unit to the selected Base Unit. Filter By Inventory Item -  To search for a specific i...

May 18, 2022 16:23

Inventory: Assigned Barcodes

The Assigned Barcodes page allows Users to view, create, and edit barcodes for Inventory Items. These barcodes are primarily used in conjunction with the On The Fly mobile app, where Users are able to take inventory by pairing their device with a barcode...

Jun 14, 2023 16:02

Inventory: Corporate Inventory

The Corporate Inventory page allows Users to view and enter corporate Inventory Item counts. When the 'Changing Corporate Inventory Counts Requires Special Privilege' setting is enabled on the Inventory Settings page, only Users with the ...

Jun 14, 2023 16:07

Inventory: Find and Replace Items

The Find and Replace Items page allows Users to replace one or more Inventory Items associated with a Storage Location or a Quick Item Cost. This can be used to consolidate multiple Inventory Items that are labeled differently but are actually the sam...

Jun 14, 2023 16:22

Reports Overview

The Reports module is RADAR’s primary reporting mechanism and contains over 190 business intelligence reports grouped into 10 main categories (Sales, Labor, Forecasting, Accounting, Site Administration, Inventory & Recipes, Employee Data, Event Managem...

Dec 02, 2021 08:51

POS Sales Report

The POS Sales Report summarizes total sales by Location (or Location Group) for any specified timeframe by Sale Department. It includes both net and gross sales calculations. This Report also summarizes total sales by daypart, tender type, order mode, reve...

Jan 28, 2022 15:27

POS Daypart Breakdown

The POS Daypart Breakdown report compares dayparts within a location or location group to another location or location group. It displays total sales per sale department (or master sale department) as a dollar amount and as a percentage of sales per daypar...

Dec 02, 2021 08:51

Key Info Report

This sales report summarizes the total sales for a particular location (or location group) on a single day for a specified metric. It also summarizes the chosen metric by specified time frame(s). The same information available on this report is also found ...

Dec 02, 2021 08:51

Shift Profitability

The Shift Profitability report is a sales report that shows a location or location group’s relative profitability by tracking expenses (through Controllable Costs) against sales revenue. By calculating these values in accordance with a number of customizab...

Dec 02, 2021 08:52

Operations Statement Comparative

The Operations Statement Comparative report provides a broad overview of all your financial information, compared to your budget, during the selected date range. It displays income and its allocation to operating expenses, labor, COGS, accruals, and additi...

Dec 02, 2021 08:52

Comps, Voids, & Promos Report

The Comps, Voids & Promos report summarizes total comps, total voids, and total promos per location (or location group). The report is broken out by day totals and category, and also displays weekly summaries. Report Usage This report is usef...

Dec 02, 2021 08:54

Flash Report - Configurable

The Flash Report Configurable report lists selected metrics for a specified date range. This report supports Custom Dates for each of the Step 3 options, which allows you to compare the same metric for different time periods. Report Usage This r...

Dec 02, 2021 08:54

Impact Report

The Impact report shows the relationship between a chosen metric and a selection of comps, tenders, promos, or item groups. View how your selection(s) relate to a metric's average, the variance that this relation produces, and the total amount/percenta...

Dec 02, 2021 08:54

Weekly Daypart Comparison

The Weekly Daypart Comparison report is a sales report that compares dayparts within a location or location group. This report compares one fiscal week, on a day-to-day basis, to the same week of business last fiscal year. A variety of metrics are availabl...

Dec 02, 2021 08:55

Pmix Comparison

The Product Mix Comparison report is a sales report that compares locations within a company by compiling individual sale items by sale department for a period of time, by number of items sold, and percentage of sales per item per sale department. Repor...

Dec 02, 2021 14:25

Server Pmix Report

The Server Pmix Report displays each server's sales for each item within an item group during a specified time period. Information such as average item price, quantity sold, percentage of gross sales, gross sales by item, comps, promos, and net revenue...

Dec 02, 2021 14:27

Consolidated Pmix

The Consolidated Product Mix report compiles performance information for individual sale items for a selected period of time. Report Usage This report provides detailed information about individual sale items. It can help a user recognize which i...

Dec 02, 2021 14:24

Four R Report

The Four R Report provides a graphical display of each item’s margin vs. quantity sold in order to help you determine if items are priced correctly. A chart that begins on page two of the report helps you quickly identify the details of each item. Re...

Dec 02, 2021 08:54

Item Void Report

The Item Void Report shows the quantity of selected voids by menu item. Report Usage Use this report to monitor excessive voids. Numerous error corrects may warrant further investigation. Report Features Filter by location(s) or locat...

Dec 02, 2021 08:54

Pmix Trend

The Product Mix Trend report compares item sales for a specified time period against eight previous time periods of the same duration. Report Usage This is a detailed report that displays the performance of each sale item. It compares a total ti...

Dec 02, 2021 14:25

Pmix By Daypart Comparison

The Pmix By Daypart Comparison report compares the performance of individual sale items within a location or location group during particular dayparts for a specified period of time. Additionally, the report displays item sales, percent category (% Cat), p...

Dec 02, 2021 08:55

Pmix By Revenue Center Comparison

The Pmix By Revenue Center Comparison report compares the performance of individual sale items within a location or location group for particular revenue centers during a specified period of time. Additionally, the report displays item sales, percent categ...

Dec 02, 2021 08:55

Pmix By Order Mode Comparison

This report compares the performance of individual sale items within a location or location group for particular order modes during a specified period of time. Additionally, the report displays item sales, percent category (% Cat), percent daypart (% DP), ...

Dec 02, 2021 08:55

Theoretical Item Cost Detail

The Theoretical Item Cost Detail report displays the quantity sold and the price for each item in an item group compared with the theoretical item cost. Report Usage Use this report to analyze cost % of menu items in an item group for a specifie...

Dec 02, 2021 08:55

Employee Charge Tip Percentages

This report summarizes credit card tips and tip percentage in relation to an employee's credit card sales. Report Usage Tips can be a measure of guest satisfaction. You can use this report to compare one employee's average tip percentage...

Dec 02, 2021 08:54

Server Metric Trend Report

This report displays a graph that compares each server to the average of all servers for the selected metric. Both single metrics and ratios can be selected. Report Usage This report is an excellent way to compare servers against average server ...

Dec 02, 2021 09:23

Server Non-Serving Time

The Server Non-Serving Time report displays a break-down of the amount of time each employee spends “on the clock” but not serving. The report displays how much time elapsed between an employee’s clock-in time and their first ticket. The report also displa...

Dec 02, 2021 09:23

Server Productivity Report

The Server Productivity Report displays the quantity and the sales average per sale department for each employee during the selected date range. Additionally, the report displays the number of shifts the employee has worked as well as the average Net Sales...

Dec 02, 2021 09:23

Server Rankings Report

This report provides server sales information broken down into guest average, credit card tip average, and average table turn time. This report then compares the statistics of each server. Report Usage The server rankings report provides a compa...

Dec 02, 2021 09:23

Server Sales Report

The Server Sales report summarizes server sales activity. Report Usage Use this report to track the performance of servers based on guests, checks, or entrées. This report is similar to the POS report; however, this report tracks sales by indivi...

Dec 02, 2021 09:23

Server Table Turn Summary

The Server Table Turn Summary report displays average table turn time information. The report can be filtered by various items such as job, daypart, and revenue center. The calculation used to determine table turn values for this report is: (Total Sales / ...

Dec 02, 2021 09:23

Basket Analysis Report

The Basket Analysis report shows items that are commonly sold with a particular item. This report can be accessed from the Reports module. Report Usage This report allows you to view check numbers and net/gross sales for menu items or item group...

Dec 02, 2021 08:51

Trend Comparison Report

The Trend Comparison Graph shows multiple trend graphs in one report for complex trend identification. Report Usage This report is similar to the year-over year reports on the dashboards, but this report combines several graphs into one report f...

Dec 02, 2021 08:51

Guests, Checks, Entrée Averages Trend

The Guests, Checks, Entrée Averages Trend is a weekly view of year-over year sales for immediate trend identification. Report Usage This report is similar to the year-over year reports on the dashboards; however, this view expands each week peri...

Dec 02, 2021 09:10

Guests, Checks, Entrée Counts Trend

The Guests, Checks, Entrée Counts Trend is a weekly view of year-over year sales for immediate trend identification. Report Usage This report is similar to the year-over year reports on the dashboards; however, this view expands each week period...

Dec 02, 2021 09:10

Sales Trend Graph

The Sales Trend Graph is a weekly view of year-over year sales for immediate trend identification. Report Usage This report is similar to the year-over year reports on the dashboards; however, this view expands each week period for a more pronou...

Dec 02, 2021 09:23

Comps, Voids, Promos by Performing Employee

The Comps, Voids, Promos by Performing Employee report summarizes total comps, voids, or promos per location (or location group) for a selected date range. The report is broken down by Comp Amount per Employee and between two columns ("This Location&q...

Dec 02, 2021 08:54

Employee Control Detail

The Employee Control Detail report is an employee audit report that summarizes total comps, voids, and promos for a location or location group for any specified period of time. This report also details the total dollar amount, percentage of sever sales, lo...

Dec 02, 2021 08:54

Manager Control Detail

The Manager Control Detail report is an audit report that itemizes comps, voids, and promos for a location (or location group) for any specified period of time. This report also displays the manager who performed the comps/voids/promos, the comp/void/promo...

Dec 02, 2021 08:54

Manager Control Summary

This report summarizes total comps, promos and voids made by managers. Report Usage Use this report to quantify the total number and dollar amount of comps, promos and voids made by managers in relation to total sales and the number of shifts wo...

Dec 02, 2021 08:54

Opportunity Identifier

This report highlights locations in a location group that are performing the worst for a given metric. For example, the location that has the highest number of comps per guest would be listed first. If you are trying to find areas in which to save money, a...

Dec 02, 2021 08:55

Opportunity Identifier - Employee

This report offers critical information about employees and their performance. It can provide employee comp statistics, employee promo statistics, employee void statistics, and more. Report Usage The employee-specific information that this repor...

Dec 02, 2021 08:55

High Comp Percents

The High Comp Percents report ranks employees who have the highest dollar amount of comps. The employees can be ranked based on their performance during the selected week or the past six weeks. The report also displays a comp percentage for each emplo...

Dec 02, 2021 09:10

Average Ticket Time Report

The Average Ticket Time report provides an hourly breakdown of the average ticket time for each table size during a specified time frame. This report can also display a location's average ticket time or the location's deviation from the company ave...

Dec 02, 2021 08:54

NSR Details

The NSR Details report displays non-sales revenue information for a location or location group. This information includes: the DOB, NSR Category, Employee, Daypart, Revenue Center, Transaction Time, Check ID, and Amount. Report Usage This is a g...

Dec 02, 2021 08:54

Hourly Metric Graph

The Hour Metric Graph compares up to three metrics in line graph form by time increments of one hour, 30 minutes, or 15 minutes during a selected time period. The following metrics are available for comparison: Net Sales, Gross Sales, Guests, Entrées, Chec...

Dec 02, 2021 09:10

Item Group Productivity Report

The Item Group Productivity report allows you to compare up to four different item groups. It displays the Net Sales per guest for each item group compared to the total number of shifts, Net Sales, guests, and average sales per guest as well as the goal fo...

Dec 02, 2021 09:10

Item Price Review

The Item Price Review report summarizes average sale price per menu item for one or more locations. It also lists the actual menu price per location. Report Usage This report is useful for comparing menu item sale prices across multiple location...

Dec 02, 2021 09:10

MDE Review

The MDE Review report allows you to quickly compile manual data entry information from a specified time period. The report includes the manual data entry metric name, the sale type, the daypart, the revenue center, the DOB, and the amount. A detailed versi...

Dec 02, 2021 09:13

POS Guest Check Reproduction

The POS Guest Check Reproduction report reproduces POS guest checks for a location for a specific date. Report Usage This report is useful for the corporate office, as it allows someone who is not at the specific location to pull a reprint of a guest check...

Dec 02, 2021 09:15

Payroll Report

The Payroll Report is a labor report that line-itemizes labor totals by employee, location, or location group for any specified time frame. This report also displays hourly wage, paid breaks, unpaid breaks, overtime pay, double time pay (if applicable), cr...

Dec 02, 2021 08:54

Daily Punch Audit

The Daily Punch Audit report is a labor audit report that line-itemizes labor totals by employee, location, or location group for one day of business. The results are categorized by work center. This report also reports hourly wage, paid and unpaid breaks,...

Dec 02, 2021 08:52

Labor Summary Report

The Labor Summary Report displays important labor data for Jobs and/or Work Centers during a specified time period. The labor data displayed on this report includes: regular hours, overtime hours, double time hours, total hours, regular dollars, overtime d...

Dec 02, 2021 08:52

Pay Rate History Report

The Pay Rate History Report displays employees' pay rate information for a specified time period. The information displayed on the report includes: Employee, Job, Location, Effective Dates, Rate, and Variance Percent. Report Usage This repor...

Dec 02, 2021 09:15

Punch Edits

The Punch Edits report displays information for all employees who have required changes to their punch information. The report displays the DOB (date of business), employee name, the name of the employee who made the edit, payroll ID, and edit type (“Modif...

Dec 02, 2021 09:16

Punch Information without Rates or Wages

The Punch Information without Rates or Wages Report provides information associated with employees and their punches. This includes location, job name, work center, employee name, Payroll ID, Clock-in Date, Clock-in, Clock-out, Regular Hours, OT Hours, DT ...

Dec 02, 2021 09:16

Labor Efficiency Potential Report

The Labor Efficiency Potential Report summarizes net sales and labor cost by location or location group for any specified time frame. This report also displays your potential labor saving dollars as if there was no overtime, double time, or special pay. Yo...

Dec 02, 2021 08:52

Meal Break Penalty Detail

The Meal Break Penalty Detail report compares the total number of shifts per hour block against the total number of meal break penalties (1st meal break, 2nd meal break, short break, and late break). A Total Penalties value and a Total Penalty Percentage v...

Dec 02, 2021 09:13

Overtime Warning

This report provides a list of all employees that have worked more than a specified number of hours. The reported information includes: employee name, location, number of days worked, number of shifts worked, regular hours worked, overtime hours worked, do...

Dec 02, 2021 09:14

Payroll Exceptions Report

The Payroll Exceptions Report is a specialized labor report that line-itemizes labor shifts by employee, location, or location group for any specified time frame based on company-defined labor exceptions (e.g. overtime, double time, special pay rules). ...

Dec 02, 2021 09:15

Hours Worked Trend

The Hours Worked Trend report allows you to see how the hours worked for a selected timeframe compare to the hours worked during a selected number of previous timeframes. These values are also compared to the overall average of the entire time span. This r...

Dec 02, 2021 08:52

Labor Percent Trend

The Labor Percent Trend Graph is a weekly view of year-over-year labor percent. A solid blue line represents the current year's weekly labor percent trend, and a dashed red line represents the previous year's weekly labor percent trend. Repor...

Dec 02, 2021 12:37

Overtime Hours Trend

The Labor Dollars Trend Graph is a weekly view of year-over-year overtime hours. A solid blue line represents the current year's weekly overtime hours trend, and a dashed red line represents the previous year's overtime hours trend. Report Us...

Dec 02, 2021 08:52

Sales Per Labor Hour

The Sales Per Labor Hour Report shows the Labor Hours, SPLH (Sales Per Labor Hour), and Average Wage Per Hour for each day of the week during a selected date range. This report condenses all the Mondays together, all the Tuesdays together, etc. and ha...

Dec 02, 2021 08:54

Labor Dollars Trend

The Labor Dollars Trend Graph is a weekly view of year-over-year labor cost. A solid blue line represents the current year's weekly labor dollar trend, and a dashed red line represents the previous year's weekly labor dollar trend. Report Usa...

Dec 02, 2021 09:11

Special Pay Trend Report

The Special Pay Trend Report lists all the special pay occurrences at a selected location. The report displays information for the last seven pay periods based on your date selection. The information displayed on the report includes: Special Pay Type, Tota...

Dec 02, 2021 09:23

Daypart Labor Report

The Daypart Labor Report compares labor information between dayparts for each work center and job type. Report Usage This report is a good audit tool that can be used to see what your current labor cost is for each job and work center during the...

Dec 02, 2021 08:52

Labor Staffing Graph

The Labor Staffing Graph is a line graph that compares labor dollars or labor hours to a selected metric (Guest Count, Check Count, Entrée Count, Net Sales, Gross Sales, or Item Count). Report Usage This is a great visual report that displays a ...

Dec 02, 2021 08:52

Weekly Labor Schedule Comparison

The Weekly Labor Schedule Comparison report compares a scheduled labor metric to an actual labor metric. The comparison metrics available for selection are: Labor Dollars, Labor Hours, Labor Percent, and Shifts. The report also displays color-coded SDLW (s...

Dec 02, 2021 08:51

Daily Schedule Preview

The Daily Schedule Preview report provides a complete roster of scheduled employees for a day, organized by job type. It also provides a weather forecast, sales forecast, SDLW and SDLY information for a day, and a list of employees approaching overtime (OT...

Dec 02, 2021 08:52

Compeat Schedules Sign Up Report

The Labor Schedule Email Sign Up Report displays employee names, their current email addresses, and blank spaces in which employees can write their email address if their email addresses have changed or are not on file. Report Usage The Labor Sc...

Dec 02, 2021 08:59

Labor Scheduling Roster Report

The Labor Scheduling Roster Report displays employees’ scheduled and actual clock in and clock out times. Employee statuses (early, on time, late) will be displayed along with the number of minutes by which they were early or late. The costs associated wit...

Dec 02, 2021 09:13

Weekly Labor Schedule Detail

The Weekly Labor Schedule Detail Report displays your employees, their jobs, and the shifts for which they have been scheduled during the selected week. Report Usage The Weekly Labor Schedule Detail Report is primarily used for posting or distri...

Dec 02, 2021 09:32

Weekly Labor Schedule Summary Report

The Weekly Labor Schedule Summary report is comprised of data from the informational boxes at the bottom of the View Schedules page (the Employee Summary box, the Job Summary box, and the DOB Summary box). The report also includes forecasted sales and labo...

Dec 02, 2021 09:32

Weekly Simple Schedule

The Weekly Simple Schedule report lists your employees, their jobs, and the shifts for which they have been scheduled to work. The report displays information for a one-week time period in a simple format. Report Usage The Weekly Labor Schedule ...

Dec 02, 2021 09:32

Weekly Time Off Calendar

The Weekly Time Off Calendar report is an overview of time off for each employee during a given date range. It reflects the data from the Time Off page in the Labor Scheduling module. Report Usage Using your criteria, the report generates a cale...

Dec 02, 2021 09:32

Weekly Labor Comparison by Job

The Weekly Labor Comparison By Job report displays a store-by-store breakdown of a labor-related metric for each day of a particular week. The metrics available for selection are: Dollars, Hours, or Both (dollars and hours). Report Usage This re...

Dec 02, 2021 08:54

Labor Metric Graph

The Labor Metric Graph is a line graph that compares two selected metrics (a primary metric and a secondary metric) during the course of a specified time period. The primary metrics available for selection are: Net Sales, Gross Sales, Guests, Checks, and E...

Dec 02, 2021 09:11

Labor Variance Report

The Labor Variance Report displays labor information for two selected date ranges. The report displays a column of labor information for the first date range, a column of labor information for the second date range, and a column that displays the variance ...

Dec 02, 2021 09:13

Tip Declaration Report

The Tip Declaration Report is a labor report that details service staff sales, credit card tips, a customized percentage threshold of sales, declared tips as a percentage of sales, and the variance between declared tips and the client-set threshold for a s...

Dec 02, 2021 09:30

Weekpart Labor Comparison

The Weekpart Labor Comparison allows a user to compare basic information between two specified weekparts. The information available on this report includes: Average Price per Guest or Entrée, Labor Percent, Overtime Hours, and Guest Count Per Labor Hour or...

Dec 02, 2021 09:32

Budget Calendar

The Budget Calendar provides a chart of budgeted amounts for several metrics. It displays a breakdown of data for each day of a specified amount of time, and it provides an overall summary for the week(s). The budget information in this report is pulled fr...

Dec 02, 2021 08:55

Weekly Budget Variance

The Weekly Budget Variance Report compares budgeted data with posted data. It displays a breakdown of budgeted-versus-actual data for each day of a specified week, and it provides an overall summary for the week. Report Usage This report can be u...

Dec 02, 2021 09:31

Forecast Calendar

The Forecast Calendar report displays daily and weekly forecasted data for a specified time period. Report Usage This report can be used to view forecasted data for various metrics during a specified time period. It allows you to compile a large...

Dec 02, 2021 09:08

Weekly Forecast Accuracy Trend

The Weekly Forecast Accuracy Trend report graphically displays the difference between forecasted data and actual data. Report Usage This report is a visual tool that displays the percentage variance between forecasted data and actual data. ...

Dec 02, 2021 09:32

Weekly Forecast Variance

The Weekly Forecast Variance report compares forecasted data with actual data. It displays a breakdown of forecasted-versus-actual data for each day of a specified week, and it provides an overall summary for the week. Report Usage This report c...

Dec 02, 2021 09:32

Bank Reconciliation Worksheet

The Bank Reconciliation Worksheet displays credit card and deposit amounts to be reconciled if necessary. Report Usage This report can help you find discrepancies between the bank’s information and your account information. If a discrepancy occur...

Dec 02, 2021 08:55

Cash Flow Report

The Cash Flow Report provides a detailed table that displays the amount of cash generated within a selected period, broken out by tender type. This report can be accessed from the Reports module, the GL Sales module under the ‘Reports’ tab, or the Company ...

Dec 02, 2021 08:59

Paid InOut Details Report

The Paid In/Out Report displays a list of paid ins and paid outs by day, time, check number, employee, amount, and notes. Note: Data prior to 7/12/2009 is not available for this report. You cannot run this report for a date range prior to this date. ...

Dec 02, 2021 09:15

POS Captured Deposits

The POS (Point of Sales) Captured Deposits report displays the total amount of deposits entered into a location’s POS on each day of an entire week. Report Usage This report provides you with a simple way to monitor daily deposits. Report ...

Dec 02, 2021 09:15

Safe Counts

The Safe Counts report simply displays safe count information for a selected location and week. The report displays the same information displayed on the Safe Counts page in the Manual Data Entry module in an easily legible, printer-friendly format. This i...

Dec 02, 2021 09:16

GC Activity Report

The GC Activity Report displays gift card/gift certificate information (sold/redeemed) for a given date range. Report Usage This report makes it easy to gather a compilation of GC activity for one or more locations during a specified time frame....

Dec 02, 2021 08:52

House Account Activity

The House Account Activity report displays house account history for the selected location/date range. Report Usage This report allows you to quickly access a collaboration of house account activity information including dates, locations, totals...

Dec 02, 2021 09:10

Journal Entries

The Journal Entries report displays journal entry detail for a selected journal number. This report can be accessed from the GL Sales module under the ‘Reports’ tab or from the Reports module. This report can also be run by selecting PRINT on the Journal E...

Dec 02, 2021 08:52

Daily Ops Statement

The Daily Operations Statement report is a day-by-day summary of your financial operations during a selected week. It displays income and its allocation to operating expenses, labor, COGS, accruals, and additional sources of income. The Daily Ops Statement...

Dec 02, 2021 09:00

General Ledger Report

The General Ledger Report displays a line-itemized report of your financial operations during a selected date range. It displays activity by GL Code from such sources as posted Sales, operating expenses from posted Paid In/Out activity, labor accruals, COG...

Dec 02, 2021 09:08

GL Sales Not Posted

The GL Sales Not Posted report displays a list of dates for which a particular location has not posted their GL Sales. This report can be accessed from the Reports module, the GL Sales module under the ‘Reports’ tab, or from the Company Configuration modul...

Dec 02, 2021 09:08

GL Sales Posted

The GL Sales Posted report displays the number of days a selected location group has posted their GL Sales. This report can be accessed from the Reports module, the GL Sales module under the ‘Reports’ tab, or from the Company Configuration module under the...

Dec 02, 2021 09:08

Ops Statement

The Operations Statement report provides a detailed summary of your financial operations during a specified date range. The report displays income and its allocation to operating expenses, labor, COGS, accruals, and additional sources of income. The Ops St...

Dec 02, 2021 09:14

Posting Notes

The Posting Notes displays the notes made on the GL Sales Journal page for a specified location/date range. This report can be accessed from the GL Sales module under the ‘Reports’ tab or from the Reports module. Report Usage This report makes i...

Dec 02, 2021 09:15

GL Budgets

The GL Budgets report allows you to view the budgets for any location(s) or location group(s) for any specified time period. The report displays the GL Code, GL Code Name, Budget Date, and Totals. Report Usage The GL Budget report provides you w...

Dec 02, 2021 09:08

Royalty Report

The Royalty Report displays a location’s calculated royalty amount for a specified date range. The report also provides a general overview of POS totals and a section in which a franchisee my hand-write any disputes and/or edits that may affect the royalty...

Dec 02, 2021 09:16

Email Alerts Contents Report

The Email Alerts Contents Report provides a list of the emailed alert information for a specific date and alert rule. Report Usage This report can help you quickly see how many alerts were sent for a particular alert rule on a specific date. It ...

Dec 02, 2021 09:00

Email Alerts Recipient Report

The Email Alerts Recipient Report displays a list of active email alerts along with a list of recipients for each alert. Report Usage The Email Alerts Recipient Report is a tool that can be used to quickly see which users are receiving a particu...

Dec 02, 2021 09:02

Missing Info Report

The Missing Information Report displays a chart that shows you whether or not certain data is missing for a location during a specific date range. A red box indicates that there is no data for that day. A yellow box indicates that the date is one that is p...

Dec 02, 2021 09:14

Privilege Report

The Privilege Report displays the privileges of up to five users or privilege groups. Report Usage This report provides you with a good way to review and compare the privileges of one or more users or one or more privilege groups. Report Fe...

Dec 02, 2021 09:16

RADAR Feature Search

The RADAR Feature Search report provides a list of descriptions for each export, chart, widget, report, or email alert. The report contains two columns: The column on the left displays the name of the export, chart, widget, report, or email alert. The colu...

Dec 02, 2021 09:16

Site Usage Detail Log

The Site Usage Detail Log displays a list of site activity that occurred during the selected date range. The information displayed on the report includes the date/time, user name, action type, action, and data. Report Usage This report can help ...

Dec 02, 2021 09:23

Site Usage Summary

The Site Usage Summary report displays a list of RADAR users along with the number of times they performed specific actions. Report Usage The Site Usage Summary can help you monitor the reoccurrence of an activity by a specific user. For example...

Dec 02, 2021 09:23

User Report Privilege Matrix

The User Report Privilege Matrix displays all privileges assigned to a user either individually or through a privilege group, broken down by location. Report Usage The User Report Privilege Matrix can help you identify which privileges a user has...

Dec 02, 2021 09:30

Employee Information

The Employee Information report provides a detailed list of your employees' information. Report Usage The compiled list helps you find a wide array of information on your employees such as hire date, pay rate, address, and many other helpful...

Dec 02, 2021 08:52

Employee HR Data by Employee Report

The Employee HR Data by Employee Report provides a comprehensive list of information for a single employee. Report Usage The compiled list helps you find a wide array of information about a single employee depending on the items selected in the ...

Dec 02, 2021 09:02

Employee HR Data History Report

The Employee HR Data History Report provides a list of employee information that was added or changed during a specified time frame. Report Usage The compiled list helps you keep track of changes to your employee's information. The user, dat...

Dec 02, 2021 09:02

Employee HR Data Report

The Employee HR Data Report provides a comprehensive list of your employees' information. Report Usage The compiled list helps you find a wide array of information about your employees depending on the items selected in step three of the rep...

Dec 02, 2021 09:02

Employee Phone List

The Employee Phone List Report provides a list of all employees and their phone numbers. Report Usage The compiled list helps you quickly find your employees' contact information in case of incident, change of shift, or any other work relate...

Dec 02, 2021 09:02

Missing HR Data Report

The Missing HR Data Report displays a list of employees who are missing an entry for a required EDM custom field. This report will not run if you do not have at least one required EDM custom field. Report Usage In the Employee Data module, there...

Dec 02, 2021 09:14

Event Calendar

The Event Calendar report provides a graphical display of all events during the selected date range. This report can be accessed from the Reports module and the Event Management module under the ‘Reports’ tab. Report Usage This report displays a...

Dec 02, 2021 09:02

Event Contract

The Event Contract report allows you to quickly access and print the contract for one or more events. This report lists the details of an event such as the start time, the number of guests, the menu items, etc. You can access this report from the Reports m...

Dec 02, 2021 09:02

Event Cover Letter

The Event Cover Letter report quickly produces various types of cover letters that can be sent to a customer. There are four cover letter types that can be generated: Inquiry, Proposal, Confirmation, or Final Bill. After selecting your desired Step 3 optio...

Dec 02, 2021 09:02

Event Daily Summary Report

The Event Daily Summary Report displays a list of all the events that took place within the selected date range. This report provides a simple summary of the events, and includes information such as the DOB, the event time, the total bill, and the total nu...

Dec 02, 2021 09:02

Event Revenue Report

The Event Revenue Report displays a table that allows you to see a breakdown of the revenue generated by the events that occurred during a selected date range. This report can be accessed from the Reports module or from the Event Management module under th...

Dec 02, 2021 09:02

Group Sales Summary Report

The Group Sales Summary Report provides basic financial information on all events within a given week. It also compares actual data to projected data and provides a summary for the period. This report can be accessed from the Reports module and the Event M...

Dec 02, 2021 09:10

Kitchen Event Menu Summary

The Kitchen Event Menu Summary displays a detailed list of menu items for each course served at all events during the specified time frame. This report can be accessed from the Event Management module under the ‘Reports’ tab and from the Reports module. ...

Dec 02, 2021 09:11

Kitchen Event Sheet

The Kitchen Event Sheet is intended to provide the kitchen with event information such as a list of menu items, their due time, and kids/dietary needs. This report can be accessed from the Reports module, the Event Management module under the ‘Reports’ tab...

Dec 02, 2021 09:11

Batch Report

The Batch Report provides a detailed table that displays current and historical vendor invoices by batch number. This report can be accessed from the Reports module or from the Accounts Payable module under the ‘Reports’ tab. Report Usage This r...

Dec 02, 2021 08:55

Ordered, Received, and Invoiced Variance

The Purchase Order vs. Invoice Variance report displays variances between the number of items purchased on a particular purchase order and the actual invoice quantity. The report displays the Vendor, PO Number, Invoice Number, Vendor, Purchase Item, Receiv...

Dec 02, 2021 09:14

Ordering Guide

The Ordering Guide report displays the last ordered quantity per vendor purchase item (VPI) to help you determine (based off your par and on-hand amounts) how much to order. Report Usage This report is useful when determining how much of a parti...

Dec 02, 2021 09:14

Purchase Order Report

The Purchase Order Report is a reproduction of the Purchase Order Details page, displaying vendor contact information, purchase item information, and estimated total price. This report can be accessed from the Reports module or from the Accounts Payable mo...

Dec 02, 2021 09:16

Purchases By GL Code and Location Report

The Purchases By GL Code and Location report displays top level invoice information (Batch Number, Posting Date, Vendor, Invoice Number, Invoice Date, and Amount), grouped by GL Code and location, for a specified period of time. This report can be accessed...

Dec 02, 2021 09:16

Vendor Purchase Summary

The Vendor Purchase Summary report provides a brief overview of all total purchases, per vendor, for a specified period of time This report can be accessed from the Reports module or from the Accounts Payable module under the ‘Reports’ tab. Report Us...

Dec 02, 2021 09:30

Vendor Listing Report

Accounts Payable module under the ‘Reports’ tab. Report Usage This report allows you to quickly look up information for each vendor associated with a location. The report displays the name, short name, and address of each vendor. The report also i...

Dec 02, 2021 15:03

Checklist Activity

The Checklist Activity report provides a list of filtered Manager Log Checklist Items, alongside their Checked Status (Checked or Unchecked). Report Usage This report is useful for a quick, comprehensive Manager Log overview without the need to ...

Dec 02, 2021 08:52

Daily Recap

The Daily Recap report provides a comprehensive list of sales, labor, weather, and Manager Log entry data for the selected day. Sales are broken down by MSD (Master Sales Department) by daypart. The labor data displays both labor hours and dollars and is g...

Dec 02, 2021 09:00

Log Entries By Type

The Log Entries By Type report allows you to view entries for a single OML type (tasks, events, messages, staffing, and log entries) for a selected date range. Report Usage This report can be useful to a manger who wants to review entries for on...

Dec 02, 2021 09:13

Log Entries for a Day

The Log Entries for a Day report provides a complete reproduction of a selected day’s Manger Log page. It also provides all “Sales Figures” data from the Manger Log module along with a user-defined comparison field for the sales figures. Report Usage...

Dec 02, 2021 09:13

Restaurant365 GL Sales Export

This article reviews the GL Sales Export for R365 Accounting. Here, users can export posted GL Sales data formatted for import to R365. Article Topics Report Parameters Report Columns Export Tracking Report Parameters Field D...

Oct 27, 2023 16:05

Inventory Variance Report

The Inventory Variance Report displays variances between your current inventory and inventory from the previous cycle. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab. Report Usage The Inv...

Dec 02, 2021 08:51

COGS Analysis Report

The COGS Analysis Report allows for Posted vs Live variance comparisons of Cost of Goods Sold by General Ledger. Report Usage This report takes Beginning/Ending Inventory and Sales data to calculate Usage and % Cost of Goods. This makes it usefu...

Dec 02, 2021 08:52

Inventory Generated Barcode Report

The Inventory Generated Barcode report shows all active inventory items. The information in this report is formatted for the Avery 5260 labels. Report Features Utilize the Step 3 options to filter your Barcode search in accordance with a specifi...

Dec 02, 2021 08:52

Inventory Taking Sheets

The Inventory Taking Sheet report displays a table of all inventory items nested within each storage location with an empty “Quantity” column so that an individual may take inventory. This report can be accessed from the Reports module or from the Inventor...

Dec 02, 2021 08:52

Change Log

The Change Log report is a simple table that displays the DOB, user name, and any attached notes for each change that occurred to a recipe, conversion unit, or inventory taking unit during the selected date range. This report can be accessed from the Repor...

Dec 02, 2021 08:59

Inventory Certification Sheet

The Inventory Certification Sheet report displays the ending inventory dollar amount, the previous inventory dollar amount, the dollar difference, and the percent difference. The report is intended to be printed and signed by the person who performed the i...

Dec 02, 2021 09:10

Inventory Session Review

The Inventory Session Review report displays a comprehensive table of inventory session information including (taking unit, par, quantity, and price per inventory item). This report can be accessed from the Inventory Sessions page, the Reports module, or t...

Dec 02, 2021 09:10

Par Review

The Par Review report compares your par levels with average daily usage and displays the resulting variance. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab. Report Usage The Par Review re...

Dec 02, 2021 09:15

Posting Compliance

The Posting Compliance report displays the total number of open AP Invoice Batches and Inventory Sessions for each location. This report also displays the name of the person who posted the session and the name of the person who certified the session. ...

Dec 02, 2021 09:15

Price Variance Report

The Price Variance Report displays inventory item price changes over the course of the past five inventory cycles. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab. Report Usage The Price V...

Dec 02, 2021 09:16

Recipe Cost Report

The Recipe Cost Report provides a table listing the itemized (dynamic) costs per ingredient (inventory item) for the selected recipe(s). The report also displays the recipe yield, total recipe cost (static/actual cost), menu item price, and cost percentage...

Dec 02, 2021 09:16

Recipe Ingredients

The Recipe Ingredients report displays all ingredients and their yield amounts for one or more recipes. This report can be accessed from the Reports module and the Recipe module under the ‘Reports’ tab. Report Usage This report allows you to qui...

Dec 02, 2021 09:16

Summary Variance (w Theo Usage)

The Summary Variance (w/ Theo Usage) report compares the theoretical usage of inventory items to the actual usage of inventory items. The report displays both the inventory variance and the dollar value variance. This report is similar to the Summary Varia...

Dec 02, 2021 09:24

Theoretical Item Cost By GL Code

The Theoretical Item Cost By GL Code report displays the theoretical-vs-actual usage of inventory items, grouped by GL code. This report can be accessed from the Reports module and the Recipes module under the ‘Reports’ tab. Note that you must be using the...

Dec 02, 2021 09:24

Theoretical Item Cost by GL Code (Stacked Locations)

The Theoretical Item Cost by GL Code (Stacked Locations) report provides a comprehensive table displaying the actual and theoretical cost of inventory items as well as the variance between the two. This report can be accessed from the Reports module and th...

Dec 02, 2021 09:24

Theoretical Item Cost By Item

The Theoretical Item Cost By Item report lists the menu items for a location by POS sale department and displays the quantity sold, the selling price before and after comps/promos, and the costs per recipe (multiplied by the number sold) that the menu item...

Dec 02, 2021 09:24

Theoretical Item Cost By Recipe

The Theoretical Item Cost By Recipe report lists the recipes for a location by recipe type and displays the quantity sold, selling price before and after comps/promos, and the costs per recipe (multiplied by the number sold). This report can be accessed fr...

Dec 02, 2021 09:24

Usage Variance (w Theo Usage)

The Usage Variance (with Theo Usage) report compares actual usage of inventory items to the theoretical usage of inventory items in both dollars and quantity. This report can be accessed from the Reports module and the Inventory module under the ‘Reports’ ...

Dec 02, 2021 09:30

View Recipe

The View Recipe report displays a printable recipe sheet that displays a recipe’s ingredients, ingredient yield amounts, procedures, and a photo. Report Usage This report is most commonly used as a recipe and spec sheet for QCP (Quality Control ...

Dec 02, 2021 09:30

COGS Rolling

The COGS Rolling report displays a table that compares up to four COGS Categories for the last five inventory cycles. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab. In order to utilize this report,...

Dec 02, 2021 08:59

COGS Summary Comparison

The COGS Summary Comparison report compares the actual values to the theoretical values of up to four COGS Categories. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab. In order to utilize this report...

Dec 02, 2021 08:59

Ideal vs Actual By GL Code

The Ideal Vs Actual By GL Code report compares ideal sales/costs with actual sales/costs for a selected period, broken down by week. The report also displays Last Year Same Period information as well as Budget information. This report can be accessed from ...

Dec 02, 2021 09:10

Inventory Item Sold Detail

The Inventory Item Sold Detail report displays an inventory item’s dollar amount sold and quantity sold during the selected time frame. The report also displays the associated recipes for each inventory item. This report can be accessed from the Reports mo...

Dec 02, 2021 09:10

Inventory Item Usage

The Inventory Item Usage report uses the average prices of inventory items to calculate theoretical usage quantities and sold amounts for the selected time period. This report can be accessed from the Reports module and the Inventory module under the ‘Repo...

Dec 02, 2021 09:10

Inventory On Hand

The Inventory On Hand report displays the quantity of your on hand inventory as well as the associated cost of each inventory item. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab. Report Usage ...

Dec 02, 2021 09:10

Purchased Sold On Hand

The Purchased/Sold/On Hand report reflects much of the same information that can be found on the Purchased/On Hand/Sold page. The report displays a comprehensive table detailing purchases, sold, and on-hand information per inventory item. This report uses ...

Dec 02, 2021 09:16

Suggested Ordering

The Suggested Ordering report displays information about inventory items that should be ordered. In order to utilize this report, Par must first be established. The following formula used in determining whether or not an inventory item needs to be ordered:...

Dec 02, 2021 09:24

Summary Variance Report

The Summary Variance Report compares the actual usage to the theoretical usage (in terms of quantities and dollar amounts) of each inventory item, broken down by GL Code. This report can be accessed from the Reports module and the Inventory module under th...

Dec 02, 2021 09:24

Theoretical vs Actual Cost By GL

The Theoretical vs Actual Cost By GL report compares theoretical sales/costs to actual sales/costs. This report can be accessed from the Reports module or from the Inventory module under the ‘Reports’ tab. In order to utilize this report, you must set up t...

Dec 02, 2021 09:30

Prep Inventory

The Prep Inventory report displays all prep items nested within each storage location with an empty “On Hand” column so that an individual may take inventory. Report Usage Similar to the Inventory Taking Sheet report, this report is used for the...

Dec 02, 2021 09:15

Prep Predicted Usage vs Sold

The Prep Predicted Usage Vs. Sold report compares prep usage (calculation estimates quantity that should be prepped based on historic or forecasted sales plus a buffer %) with the actual amount sold. Report Usage Using this report to compare a p...

Dec 02, 2021 09:15

Prep Sheet

The Prep Sheet report displays all prep items, broken down by prep station, and the associated amount needed to prep for the selected date or date range. Additionally, this report displays the recipe code, the recipe yield or taking unit, the container, an...

Dec 02, 2021 09:15

Prep Weekly Usage

The Prep Weekly Usage report displays actual usage and sold information for each prep item, grouped by prep position and broken out by day of week, along with the variance between the two values and a weekly total. This report also displays the yield/unit ...

Dec 02, 2021 09:15

Weekly Prep Sheet

The Weekly Prep Sheet report displays on-hand prep inventory, actual amount sold, and the prepped amount per prep item. This information is grouped by prep position and broken out by day of week. Additionally, the report displays a weekly total and the var...

Dec 02, 2021 09:32

GL Sales Main

The GL Sales Main page is the base page of the GL Sales module. You can quickly access multiple pages in the GL Sales module by simply selecting any of the following quick links: GL Accrual GL Journal Entries GL Sales Journal GL Sales Rules Check...

Aug 08, 2022 08:43

GL Sales: GL Rules Mapping Health Check

The GL Sales module automates the process of assigning POS Sales Data to GL accounts. This process is automatic, and is based on the GL Sales Rules setup for the database. GL Sales Rules define how Sales Data from the POS is associated with GL Codes. ...

Oct 11, 2022 13:44

GL Sales Journal

The GL Sales Journal page allows you to view your Sales Journal per location per day. You can also make adjustments to any of the information on this page. Once you make an adjustment, selecting POST will update your data throughout RADAR. Viewing...

Feb 04, 2022 11:57

GL Sales Status

This article reviews the GL Sales Status page within the GL Sales Module. Here, users can view the posting status of GL Sales data for a location/date. Field Description Location Group Location group GL Sales statuses are displayed for ...

Oct 27, 2023 16:04

Cash Flow Entries

The Cash Flow Entries page allows you to view, edit, delete, and create cash flow entries. To utilize this page and the associated Cash Flow Report, you must first set up the Cash flow Report on the Setup Cash Flow Report page in the Company Configuration ...

Dec 02, 2021 08:44

GL Sales: Troubleshooting GL Rules

This article is part of the GL Sales Module. GL Sales mapping must be free of 'Problems' in order for GL Sales to post. Once posted, the GL Sales data is used for all GL-level reporting, including GL exports and the Ops Statement. ...

Sep 19, 2022 11:57

GL Sales: Manage GL Sales Rules Page

The Manage GL Sales Rules page is part of the GL Sales Module. The Manage GL Sales Rules page allows Users to view and edit the GL Sales Rules. GL Sales Rules define how Sales data from the POS is associated with GL Codes. When Sales data is imp...

Sep 19, 2022 11:52

GL Sales: Create & Edit a GL Sales Rule

This article is part of the Manage GL Sales Rules page. The GL Sales Rule Detail page is where the configurations for a single GL Sales Rule are set. This page is used to create new Rules, as well as edit existing Rules. GL Rule Detail Over...

Sep 19, 2022 12:46

GL Sales: Auto-Posting

This feature is part of the Manage GL Rules page. If there are no broken GL Rules, Radar will automatically post GL Sales for each DOB (Date of Business) after the nightly poll. If broken rules are repaired or if changes are made to existing Rules, th...

Sep 19, 2022 11:54

GL Sales: Archiving Rules

This feature is part of the Manage GL Rules page Archiving Rules saves the current Rule configuration as a Rule Set that can be restored at a later date. Since GL Sales cannot post if Rules are broken, it is strongly recommended to always archive Rules...

Sep 19, 2022 11:52

GL Sales: Restoring Rules

This feature is part of the Manage GL Rules page. Archived GL Sales Rules can be restored. Restoring Rules will revert the Rules setup to the configuration at the time of the archive. Restore Rules Section 1) Page Navigation - If mu...

Sep 19, 2022 11:53

GL Sales: Sale Type Categories

GL Sales Rules are mapped based on the Sale Type Category associated with the POS data. Rules for each Sale Type Category will apply to all Subcomponents within the Category. These Categories can also be viewed on the POS Sales Report. All Sale Typ...

Sep 19, 2022 11:48

GL Sales: Advanced GL Rules

This article is part of the GL Sales Rules page. Basic GL Sales Rules are mapped by Sale Type Category using the 'Summation' Rule Type. Any other mapping options are considered Advanced GL Rules. Advanced GL Rule configurations can be very dif...

May 28, 2024 09:49

GL Master Categories

Where COGs categories map one GL Account on to another, GL Master Categories are a hierarchy of other GL Categories. This provides a map for RADAR features like the Ops Statement Report and other rollup reporting. Creating/Editing a GL Master Categor...

Dec 02, 2021 08:44

GL Sales Settings

The GL Sales Settings page allows you to configure GL Sales module settings. Only users with the proper permissions have access to the GL Sales Settings page. The following settings can be configured by selecting EDIT at the top left corner of the GL Sales...

Dec 02, 2021 08:44

GL Accrual GL Codes

The GL Accrual GL Codes page displays a table of all GL Codes and their associated GL Code Names. The table also displays a green check mark for GL Codes that are available for use when creating accruals on the GL Accrual Management page. Basic Usage...

Dec 02, 2021 08:44

GL Accrual Management

The GL Accrual Management page allows you to view, edit, and set up accruals for financial reporting. Generally, you would want to accrue for fixed expenses or expenses that can be calculated as a percentage of another GL Code (or group of GL Codes)....

Feb 04, 2022 11:52

GL Journal Entries

The GL Journal Entries page allows you to view, edit, delete, and create new GL journal entries. Journal entries will be reflected on the General Ledger Report as well as the Journal Entries report. Searching for a Journal Entry Journal Entry # ...

Dec 02, 2021 08:44

GL Journal Entry

This page allows you to inject a value into the posted g/l entry table for any location and date. Typically, entries in the posted g/l table come from daily GL sales postings, or AP, or Inventory adjustments, etc. It's rare that you would have to make ...

Dec 02, 2021 08:44

Journal Entry Details

The Journal Entry Details page allows you to view and add line-item financial information to a specific GL Code. For example, if invoice information is not captured in the Accounts Payable module, you can input that invoice information on this page so that...

Dec 02, 2021 08:45

Configure Checkbook

The Configure Checkbook page allows you to configure a checkbook’s categories and GL Codes. Checkbook Details The Checkbook Details window displays the Checkbook name, Budget Style, Inventory Cycle, and Use Finalized status. For more information...

Dec 02, 2021 08:44

Manage Checkbooks

The Manage Checkbooks page allows you to view, edit, and create new checkbooks. Checkbooks are based on budgeted and actual posted activity and allow you to view how much you have budgeted, how much you have spent, and the variance between the two (view...

Feb 04, 2022 11:54

View Checkbook

The View Checkbook page allows you to view actual versus budgeted information for a selected checkbook, period, and location group. Viewing a Checkbook Checkbook - Select a checkbook to view. Period - Select the period for which to view actual...

Dec 02, 2021 08:45

Enterprise Module Overview

The Enterprise module allows you to view critical ERD usage statistics for a specified time period. This information includes: Users, Logins, Reports, Exports, SQL Tests, Report MB, Export MB, SQL Test MB, and All Data MB. There is also a chart feature t...

Dec 01, 2021 15:48

Event Calendar Overview

The Event Calendar page is the base page of the Event Management module. This page provides you with a calendar view of a location’s events, and you can create a new event by selecting a date on the currently displayed month. Searching for an Event ...

Dec 01, 2021 15:55

Event Details

The Event Details page allows you to view and edit event information. The event information is grouped into 11 sections: Details, Contact, Company, Food, Beverage Service, Kids/Dietary Needs, Table Configuration, Additional Services, Room Setup, Staffing, ...

Dec 01, 2021 15:55

Addendum Text

The Addendum Text page allows you to edit the addendum text that appears on the bottom of the Event contract report when the “Show Event Agreement – Addendum Section” option is selected. Basic Usage Location - Select a location for which you wou...

Dec 01, 2021 15:55

Additional Services

The Additional Services page allows you to set up additional services that may be offered during an event. Some examples of additional services could be flower arrangements, an LCD projector, or a lighted stage. There are two different levels of additi...

Dec 01, 2021 15:55

Banquet Rooms and Offsite Locations

The Banquet Rooms and Offsite Locations page allows you to view, edit, delete, or create new banquet rooms and/or offsite locations that may be used to host events. Searching for Banquet Rooms and/or Offsite Locations Location - Select the loca...

Dec 01, 2021 15:55

Beverage Services

The Beverage Services page allows you to set up beverage services that may be offered during an event. A beverage service is a customizable selection of beverages, grouped together at a price point that is offered by the location and/or company. There...

Dec 01, 2021 15:55

Cancellation Reasons

The Cancellation Reasons page allows you to view, edit, deactivate, or create new cancellation reasons. A cancellation reason is an informational tag used to designate the reason for which an event was cancelled. Basic Usage Rows per Page - Adj...

Dec 01, 2021 15:55

Companies

The Companies page allows you to view, edit, delete, and create new companies. Searching for a Company Company - Enter the company name into this auto-fill field. As with any other auto-fill field, selections that match your typed information w...

Dec 01, 2021 15:55

Contacts

The Contacts page allows you to view, edit, deactivate, and create new contacts. Searching for a Contact Contact Search - If you only know part of a contact’s name, you can enter it into this field to search for all contacts that match your ente...

Dec 01, 2021 15:55

Cover Letter Setup

The Cover Letter Setup page allows you to add or edit the introduction and body text of the four types of cover letters: Inquiry, Proposal, Confirmation, and Final Bill - payment needed. Basic Usage Location - Select a location for which you wo...

Dec 01, 2021 15:55

User Manager

The User Manger page contains the following tools for managing User accounts and privileges: Creating a new User Unlock a locked User Deactivate an existing User Reactivating a deactivated User Mimicking a User's privileges Editing an existing U...

Jan 21, 2022 11:20

Privilege Groups

The Privilege Groups page allows you to assign a set of privileges to a group of Users. Managing User privileges at the Privilege Group level ensures that Users with similar roles have the same privileges. The Privilege Groups page contains the ...

Jan 28, 2022 16:44

Module Privileges

This article contains the Module Privilege descriptions for the following Modules: General Dashboard Poll Status Manager Log Key Info Reports Charts Benchmarking Employee Data Payroll Validation Exports Forecasts Rankings Manual Data GL ...

Jan 26, 2022 12:21

Report Privileges

The Report Privileges page provides you with an alternative method of assigning report privileges to a specific user or privilege group. Unlike the User Manager page or the Privilege Groups page, this page can be used to assign permissions based on the rep...

Dec 01, 2021 16:21

User Privilege Lookup

The User Privilege Lookup page allows you to view all users that have the selected permission type. To view the users that have a specific privilege type, select the desired privilege type in the ‘Privilege Type’ drop-down field and select SHOW. The first ...

Dec 01, 2021 16:19

User Report

The User Report page allows you to review all report or module privileges for particular user. Basic Usage User - Select the user for which to view report or module privileges Report - Select whether to view report privileges or module privile...

Dec 01, 2021 16:20

Master Sale Departments (MSD)

A Master Sale Department (MSD) is a grouping of Sale Departments. For example, the MSD 'Food' might be comprised of the following sale departments: 'Appetizers', 'Entries', and 'Dessert'. MSD’s provides a higher-level ...

Mar 23, 2022 13:48

Jobs Page

The Jobs page displays all Job definitions that have been imported from the POS during the polling process. It is important to note that Job definitions are controlled at the POS level. Jobs cannot be added or removed directly in Radar. To add new Job...

May 18, 2022 15:15

Tenders

The Tenders page displays all polled Tenders and associated Tender Types. Tenders are imported as part of the POS sales data during the nightly poll. A new Tender used at any polling Location will be added automatically to the Tender list. Im...

May 18, 2022 15:25

Dayparts

The Dayparts page allows limited management of the daypart definitions on the site. You can set the sort order of the dayparts (e.g., setting Lunch before Dinner). You can also set specific dayparts to be excluded from the dashboard widgets. This may be ne...

Dec 01, 2021 16:19

POS Log

This page allows you to view the POS Log, a log of recent additions to your database. This information is displayed in the POS Log Table and includes the Type Value, Type, Date Logged, and Location. You may filter the information displayed in the tabl...

Dec 01, 2021 16:21

Labor Dayparts

The Labor Dayparts page allows you to define the dayparts used in Labor Scheduling and the Shift Profitability Report. The Daypart Table The Dayparts table appears on the left side of the page. This table displays the Column #, Column Name...

Mar 03, 2023 13:53

Entree Definitions

RADAR tracks three main metrics for count comparisons: Checks, Guests, and Entrees. While the first two are generally taken from your POS, Entrée Definitions are configured on this page. The Entrée Definitions page allows you to configure your entrees...

Dec 01, 2021 16:19

Item Groups

The Item Groups page allows you to view, edit, deactivate, and create item groups. An item group is a collection of menu items that are grouped together. Unlike a Sale Department, which is controlled at the POS level, an item group is controlled from RADAR...

Dec 01, 2021 16:22

Items

The Items page allows you to view all menu items imported from your POS. You can also use this page to edit an item’s number or alias. Searching for a Menu Item The filters at the top of the page allow you to search for a specific menu item. Mas...

Dec 01, 2021 16:22

Menu Items

Menu Items The Menu Item Management page allows you to monitor new POS menu items as they are created by nightly POS data imports. This allows for tighter control of menu items and will ease data management in other areas. Usage Use the "Show&...

Dec 01, 2021 16:21

Budgets

The Budgets page allows you to view, edit, add, and upload budget information to be used throughout RADAR. To utilize this page, your chart of accounts (General Ledger codes) must be loaded into RADAR. Creating a New GL Budget Entry You can b...

Feb 04, 2022 10:56

Company Preferences

The Company Preferences page allows site administrators to view and partially edit various global settings for the company’s database. Note that only parts of the “Company Info” section and the “Set Company Logo” section can be edited. To save any changes ...

Dec 01, 2021 16:19

Control Groups

The Control Groups page allows you to view, edit, and create control groups. A control group is a collection of locations used for comparative analysis throughout the Benchmarking module. The locations associated with a control group will remain anonymous ...

Dec 01, 2021 16:19

Email Alerts

The Email Alerts page allows you to set up email alert batches. An email alert batch is a collection of various selected email alerts that can be emailed to selected users at various intervals (daily, weekly, etc.). Numerous email alerts are available f...

Feb 04, 2022 10:30

GL Codes

This article reviews the GL Codes page within Company Configuration. Here, Users can create, edit, and deactivate GL Codes. Article Topics GL Codes Overview Security Navigation GL Code Grid GL Code Search Creating a New GL Code Upload GL C...

Apr 10, 2023 15:21

GL Codes: Upload

This article reviews uploading GL Codes on the GL Codes page within Company Configuration. Here, Users can upload new GL Codes via a template. Download GL Code Template To download a blank GL Code Template as a .csv file, click the 'Clic...

Apr 10, 2023 16:40

Intraday Alerts

The Intraday Alerts page allows you to set up intraday alert batches. Similar to email batches, an intraday batch is a collection of various alerts that can be emailed or sent via push notification to a user’s phone (if the Ctuit application, On The FlyTM,...

Dec 01, 2021 16:22

Location Groups

The Location Groups page allows you to view, edit, and create location groups that will be used throughout RADAR. A location group (LG) can consist of any number of locations. The grouping of locations can range from “All Company” or “West Coast” to ...

Feb 04, 2022 10:51

Add Locations

The Add Locations page allows you to submit a new location to be added to RADAR. Add Location to New Location List The “Add Location to New Location List” window allows you to enter the following location-specific information: Number - Enter t...

Dec 01, 2021 16:19

Locations

The Locations page allows you to view and edit location-specific information. Basic Usage Name Contains - To search for a location, enter the location’s name into this field. If you enter a partial name, all locations that match your entry wil...

Jan 12, 2024 17:20

Custom Work

R365's Professional Services offering includes the creation of custom reporting tools that expand upon our already extensive library of core reports, exports, and charts. Our Professional Services, Quality Assurance (QA), and Development teams will wor...

Aug 12, 2022 09:48

Setup Average Ticket Time Report

The Setup Average Ticket Time Report page controls the setup and configuration of the Average Ticket Time Report. This page allows you to create up to eight top amounts (displayed as rows in the report) and up to 14 time ranges (displayed as columns in the...

Dec 09, 2021 10:57

Setup Cash Flow Report

The Setup Cash Flow Report page controls the setup and configuration of the Cash Flow Report. This page allows you to assign metrics to columns that will be displayed on the report. Additionally, this page allows to you define the categories displayed on t...

Dec 01, 2021 16:19

Setup Item Group Productivity Report

The Setup Item Group Productivity Report page controls the setup for the Item Group Productivity Report. This page allows you to define item group goals for each location. Basic Usage Location Group - Select a location or location group for whi...

Dec 01, 2021 16:21

Setup Ops Statement

The Setup Ops Statement page controls the setup for both the Ops Statement report and the Daily Operation Statement report. Once you have sent in your Chart of Accounts and a sample P&L format, this page will be used to set up an ops statement. Y...

Feb 04, 2022 11:59

Ops Statement Report

The Ops Statement Report page simply displays a table that allows you to view your GL Code assignments. You can navigate to this page by selecting REVIEW GL CODE ASSIGNMENTS on the Setup Ops Statement page. No additions or edits can be made to this page. T...

Dec 01, 2021 16:21

Setup Pmix By Daypart Cmp Report

The Pmix By Daypart Cmp Report page controls the setup for the Pmix By Daypart Comparison report. This page allows you to assign dayparts to the columns displayed on the report. Since the report can display up to six columns, this page is only useful if yo...

Dec 09, 2021 10:58

Setup Pmix By Metric Comparison Report

The Pmix By Order Mode Comp Report page controls the setup for the report itself. This page allows you to assign order modes to the columns displayed on the report. Since the report can display up to six columns, this page is only useful if you have more t...

Dec 01, 2021 16:21

Setup Pmix By Order Mode Cmp Report

The Pmix By Order Mode Cmp Report page controls the setup for the Pmix By Ordermode Comparison report. This page allows you to assign oreder modes to the columns displayed on the report. Since the report can display up to six columns, this page is only use...

Dec 09, 2021 10:58

Setup Pmix By Revenue Center Cmp Report

The Pmix By Revenue Center Cmp Report page controls the setup for the Pmix By Revenue Center Comparison report. This page allows you to assign revenue centers to the columns displayed on the report. Since the report can display up to six columns, this page...

Dec 09, 2021 10:58

Company News

The Company News page allows you to view, edit, and create news message to be displayed on RADAR’S scrolling ticker (located in the green bar directly below the page name). Please note that active news messages will display for all users. There is no provi...

Dec 01, 2021 16:19

GC Range Entry

The Gift Card Range Entry page allows you to view, edit, and create gift card ranges. For instance, you can add ranges that define different types of gift cards, such as Comp cards and Paid cards. Then, as imports come in, each card redemption will be comp...

Dec 01, 2021 16:19

Company Configuration Overview

The Company Configuration page displays a list of links to all configuration pages to which you have access. Brief page descriptions will be displayed to the right of each link. Select any of the links to navigate to the corresponding page.

Dec 01, 2021 16:19

Fiscal Calendar Adjustments

When Radar is first configured, your company determines the Fiscal Year Type and the First Day of the Week for your company’s fiscal calendar. Once this fiscal calendar is in place, any adjustments to these preferences can be made by reaching out to Suppor...

Jul 11, 2022 10:20

Special Pay: Initial Setup & Rule Adjustments

Special Pay is an add-on feature that adds labor compliance penalties based on imported POS labor data and configured rules. These penalties are included in the following Labor Compliance Reports: Labor Efficiency Potential Report Payroll Exceptions Re...

Aug 29, 2023 09:56

Special Pay: Rule Setup

This feature is part of Special Pay. Learn more about Special Pay and Special Pay configurations here. Special Pay Rule Setup is where Special Pay Rule Sets can be viewed. Special Pay Rule Sets are configured by R365 Support, and cannot be edited...

Jul 07, 2022 10:16

Special Pay: Location Assignment

This feature is part of Special Pay. Learn more about Special Pay and Special Pay configurations here. The Special Pay Location Assignment page displays Locations assigned to already-configured Special Pay Rule Sets. Learn more about Special Pay ...

Jul 07, 2022 10:16

Admin Users

The following articles are related to database setup and administration General Database Administration Polling & Data Integrity Poll Status Overview How do I repoll data? Poll Status Key Detail How do I repoll external data / API poll...

Mar 21, 2022 14:24

Standard Users

The following articles focus on use and navigation. General Radar Usage Welcome to Radar What is Radar? What is a Radar User? What is a Radar Superadmin? Help Pages Training Overview Training Videos Radar Search Feature ...

Mar 21, 2022 14:26

What is Radar?

Feb 03, 2022 17:08

What is a Radar User?

Radar Users are the members of your company who have access to Radar's business intelligence reporting, operational tools, and Radar database configuration. Radar is intended to be used by Operational Management Teams, Accounting/Bookkeeping Teams, Own...

Jan 11, 2022 12:42

What is a Radar Superadmin?

Radar Superadmins are the members of your team responsible for the implementation & maintenance of your Radar database and the only members of your ream who have access to support & the ability to make billable changes or requests for the database....

Jul 07, 2022 09:23

Why am I receiving an 'Access Denied' error when I log in?

The 'Access Denied' error is generated when a User attempts to access a Module they do not have privileges for. If you are receiving this error on initial login, you do not have privileges to the Default Module assigned to your User login. ...

Jan 20, 2022 15:59

Radar Support Center: Ticket Submission & Tracking

You can now submit and track tickets from the Radar Support Center! If you search for an answer and can’t find what you need, just click Create Ticket: In order to submit a ticket, you must be logged in to your account. If you’ve emailed us in t...

Mar 07, 2022 13:32

Contact Radar or Advantage Support

The best way to contact our Support team is live chat. Click the icon in the bottom right to get started. You can also submit a ticket (login required). For more information, see Radar Support Center: Ticket Submission & Tracking. As well, you ...

Aug 05, 2024 07:56

What does the red exclamation point icon in the upper right corner mean?

If a red circle with an exclamation point is visible in the top right of all Radar pages, there are alerts pending for required database maintenance. This alert icon is only displayed for Superadmin and provides quick navigation to the areas that ...

May 16, 2022 16:37

Radar and Advantage Support Email Policy Updates - Q2 2022

In an effort to improve your Radar and Advantage Support experience, and get you answers as quickly as possible, starting June 1, 2022, you will no longer be able to create new support cases (tickets) by emailing the following addresses: support@compeat....

Jun 09, 2023 08:31

How do I add a Report to a Report Batch?

Any Report from the Reports Module can be added to an existing Report Batch by a Superadmin. Once added, the Report will be emailed to the configured recipients when the Report Batch is run. Note: Only Superadmins have access to add Reports to Repo...

Jun 20, 2022 11:11

How do I add an Export to an Export Batch?

Any Export from the Exports Module can be added to an existing Export Batch by a Superadmin. Once added, the Export will be emailed to the configured recipients when the Export Batch is run. Note: Only Superadmins have access to add Exports to Expo...

Jun 20, 2022 16:18

How do I repoll data?

Polling is the communication between Radar the POS for each Location. Each night after the POS end of day Radar polls in the following data: Sales – Previous Day ONLY Labor – Last 21 days Actual Cash Deposits – Last 7 days While the polling pr...

Jan 14, 2022 10:43

How do I repoll external data / API polling?

External data polling is where data is being pushed into Radar via API and not polled through the standard polling process. Radar does not have the ability to directly repoll this data. The data must be repopulated by the POS provider. POS Provi...

Jan 14, 2022 10:37

Troubleshooting Polling

Users can troubleshoot polling on the Poll Status page. Note: If you do not have access to the Poll Status page, please contact your Superadmins for assistance. Troubleshooting Polling is usually resolved from the POS. However, if you...

Jan 14, 2022 11:13

How do I establish polling with Toast?

The polling integration setup for Toast is initiated using Toast's Partner Connect. After the GUID (Globally Unique Identifier) request is completed through Toast, R365 is automatically provided with credentials for cloud polling. A member of the R365 ...

Apr 14, 2022 16:34

How to Add a New User

Creating a New User is a simple process of creating the User's account and updating the Primary Location Group. Once added, the User will be available for assignment in Privilege Groups, Email Alerts, Intraday Alerts, Approval Notifications, and Report...

Jan 12, 2022 09:37

How do I deactivate or delete a User?

Users within Radar cannot be deleted. Once added to the database Users can only be deactivated. Deactivating a User will deactivate the username and password, as well as remove the User from any Privilege Groups, Email Alerts, Intraday Alerts, Approva...

Jan 12, 2022 09:46

How do I unlock a locked User

Users will be locked if the incorrect password is entered multiple times. Once locked, Users will not be able to access Radar until their account is unlocked. Security Users with one of the following User Privileges have the ability to unlock...

Jan 12, 2022 09:56

How do I reactivate a deactivated User?

Reactivating a deactivated User is a simple process of locating the User's deactivated account, clicking Activate User, and updating the User Details. Once reactivated, the User will be available for assignment in Privilege Groups, Email Alerts, Intrad...

Jan 27, 2022 14:32

How do I test or mimic a User's privileges?

The 'Mimic Permissions' function within the User Manager is used to test a User's privileges. This feature will allow you to navigate and use Radar as if you were the mimicked User. Security Users with either of the following User pri...

Jan 20, 2022 16:13

How do I manage Users in Privilege Groups?

Users in Privilege Groups are managed at the Privilege Group level. Assigning a User to a Privilege Group will assign them all Module Privileges, Report Privileges, and Report Blacklists configured in the Privilege Group. Best Practice: To avoid pr...

Jan 28, 2022 16:53

How to adjust Privilege Groups Module Privileges

Module Privileges can be adjusted at the Privilege Group level on the Privilege Group page. Important Note: Since managing privileges at the User level can be difficult to maintain, it is recommended to manage all privileges through Privilege Groups. ...

Feb 08, 2022 09:26

How to adjust a Privilege Group's Report Black List

A Privilege Group's Report Black List will restrict selected Reports from being viewed or run by User(s) assigned to the Privilege Group. By default, all Reports are available to all Users with access to the Reports Module. If a User is unable to see o...

Jan 28, 2022 17:19

What is Employee Resolve?

Employee Resolve is the term used for the rules Radar uses to turn raw labor data provided by the POS into employee records in Radar. Typically when Radar receives data from the POS it is just a list of names and punches. Radar then groups the punches b...

Jan 27, 2022 17:01

How do I add an Employee to Radar?

All Employee records are polled from the POS or Flat Labor File. Employees cannot be manually entered into Radar’s Employee Data. During the nightly poll, Radar imports the last 21 days of labor. Any new employees with time records picked up during the po...

Mar 11, 2022 11:29

How to I remove or terminate an Employee in Radar?

Once an Employee has been added to Radar, they cannot be removed and will remain available for historical reporting. Flagging an Employee as Terminated will deactivate the Employee in Radar. Terminated Employees will not be available in the Labor Schedulin...

Mar 18, 2022 15:59

How do I reactivate or rehire a terminated Employee?

Once an Employee has been added to Radar, they cannot be removed and will remain available for historical reporting. Employees flagged as Terminated can be reactivated, making them available for Labor Scheduling and all Labor Reports. Any Employee who has...

Mar 18, 2022 15:50

What is VMS (Vendor Management Solutions)?

Vendor Management Solutions is designed to allow for the digital exchange of Invoice flat-files from configured Vendors. Invoices Electronic Invoices and Credit Memo files can be imported from Vendors at the line-item detail level. This eliminates...

Oct 03, 2022 11:18

How do I take inventory?

Feb 28, 2022 10:41

What are OT Rules?

OT Rules are configured by R365 Support for each Location in the Database when the Location is created. These OT Rules define how Overtime is calculated when Labor Data is imported. Location-specific OT Rules configured for the Database can be viewed ...

Aug 22, 2022 09:28

Adding a New Location: Overview

The process of adding a new Location involves submitting a New Location Add-On Form, initiating polling for the POS at the new Location, and post-install audits. After the New Location Add-On Form is submitted your Account Executive will reach out to...

Oct 13, 2022 11:27

Preparation for Radar

The goal of Core Radar Implementation is to train your Superadmins to complete all daily, weekly, and monthly tasks necessary to maintain your Radar database. Consider who from your organization will be the main point of contact for Radar Onboarding...

Feb 04, 2022 09:57

Recipes List

The Recipe List page is the base page for the Recipes module. This page allows you to view and organize your recipes and prep recipes by category through the use of the recipe tree located on the far left side of the page. Additionally, you can use this...

Dec 01, 2021 15:53

Navigating the Recipe Tree View

Once you have selected a recipe book in the ‘Book View’ drop-down field, a tree view of the recipe book will appear on the far left side of the Recipe List page. The tree view displays a hierarchical view of the recipes and gives you the ability to easily...

Dec 01, 2021 15:53

The Recipes Table

To view the recipes contained with the selected recipe book, select one of the folders or subfolders from the tree view. After selection, the Recipes table appears to the right of the tree view. Some of the information displayed on the Recipes table incl...

Dec 01, 2021 15:53

Linking a Recipe to a Menu Item

If you want to use recipes to generate theoretical usages and theoretical costs, you must link your recipes to your menu items. RADAR allows you to link a single recipe to multiple menu items. For a user to link a recipe to a menu item, the user must n...

Mar 10, 2022 08:24

Recipes: Advanced Usage

Create a New Recipe To create a new recipe, select NEW RECIPE at the top left corner of the page. This will automatically navigate you to the Recipe Details page where you can create the new recipe. For more information on creating or editing a r...

Mar 10, 2022 08:40

Serviceware

The Serviceware page allows you to manage Serviceware that can be used when creating or editing a recipe. This page allows you to view, edit, or delete Serviceware items that can be used in a recipe. Serviceware items are items that are used in a...

Mar 14, 2022 11:43

Recipes with Serviceware

The Recipes with Serviceware page allows you to view a list of all recipes associated with a particular serviceware item. When you initially navigate to the Recipes with Serviceware page, all recipes associated with all serviceware items will be displayed...

Mar 14, 2022 11:44

Recipe Status

The Recipe Status page allows you to view, edit, and create recipe statuses.  Recipe statuses simply give you another way to group recipes such as “In Testing”, “Pending Review”, and “Finalized”.  The “Recipe Status Level” user permission on the User Manag...

Dec 01, 2021 15:53

Recipe Settings

The Recipe Settings page allows you to configure the settings and behavior of the Recipes module. Only users with the proper permissions can access the Recipes Settings page, and any changes made on this page will be applied immediately. Settings can b...

Mar 10, 2022 08:27

Menu Item / Modifier Concatenation

Concatenation is an optional configuration used in Radar to assist with linking Modifiers to Recipes. Modifiers in Radar act just like regular Menu Items for Recipe Linking. This means that a Modifier can only be linked to a single Recipe and will ...

Mar 18, 2022 16:36

Restaurant365 Certifications Overview

Tired of the same old grind with CPEs? Tired of the same questions that pose no challenge when you renew that Food Handler's permit? Tired of seeing your friends and peers brag about their accomplishments on LinkedIn? Well tire no more amigo! Resta...

Jul 10, 2024 12:27

Workforce Settings: Account Page

This article reviews the settings on the Account page. Here, users can update the funding account for a payroll company, as well as view the pay cycle and employee classification settings for that payroll company. Article Topics Navigation Fundin...

May 03, 2024 17:01

Workforce Settings: GL Account Mapping

This article reviews the GL Account Mapping page for Workforce. Here, users can map R365 Payroll expenses and liabilities to existing GL accounts. When a pay run is approved, payroll journal entries are automatically created in R365 Accounting. The GL ...

May 31, 2024 10:32

Workforce: Policies

This article reviews the Policies page within Workforce. Here, users can view and edit the active PTO Policy and Holiday Policy. The PTO Policy will determine how much paid time off is accrued by employees and which employees are eligible to accrue pa...

Feb 07, 2024 08:59

Workforce: Departments

This article reviews the 'Departments' page for Workforce. Here, Users can assign Employees to Departments for reporting purposes. Navigation First, navigate to Workforce, then click 'Departments' in the left navigation m...

Mar 23, 2023 14:30

Workforce - HR Support Center

The HR Support Center is part of R365 Payroll. The HR Support Center takes the guesswork out of HR and compliance. Users will have access to a collection of HR resources to assist in keeping your organization on track, including: HR Complian...

Feb 10, 2023 11:40

Workforce: Payroll Documents Overview

This article is an overview of payroll-related documents that have been uploaded to Workforce. Article Topics: About Payroll Documents Signed Documents Payroll Company Tax Filing Receipts Employee Tax Forms Garnishment Remittance Documents W2s ...

May 21, 2024 15:41

Workforce: Documents Page

This article reviews the 'Documents' page for Workforce. Here, Users can view, add, and delete uploaded documents. Article Topics: Documents Page Buttons and Fields Uploaded Documents Documents Page Buttons and Fields Fi...

Dec 26, 2023 17:12

Workforce Documents: Signed Documents Folder

This article reviews the Signed Documents folder within the Documents page for Workforce. Here, Users can manage uploaded Documents that require electronic signatures from Employees. Signed Documents Overview Employees can be required to electroni...

Feb 10, 2023 11:37

Workforce: Salaried Employees

This article reviews the payroll process for salaried employees within Workforce. Article Topics Salary Jobs Salary Job Permissions Excluding Salaried Employees from the Smart Ops Earnings Export Hire Dates and Termination Dates Expected Weekl...

May 30, 2024 16:47

Workforce Locations: Overview

This article reviews Locations within Workforce. Here, Users can create, edit, and archive Workforce Locations. Locations in Workforce are utilized for various R365 Payroll purposes, such as determining tax forms for Employees, calculating taxes f...

Dec 06, 2023 10:10

Workforce Settings: Company Tax Profile

This article reviews the Company Tax Profile page within Workforce. Here, users can view tax profile information for the selected payroll company, including tax jurisdictions and SUI rates. This page is view-only. For assistance updating any informati...

Nov 13, 2023 08:42

Workforce: Tax Filing Setup

This article discusses tax jurisdictions, filing frequencies, unemployment insurance rates, and employee tax forms within Workforce. Article Topics Tax Jurisdictions Adding New Tax Jurisdictions Removing Tax Jurisdictions Filing Frequencies St...

May 07, 2024 11:47

Workforce: Pay Runs Overview

This article is an overview of pay runs within Workforce. Article Topics Overview Security Pay Run Pages Payroll Overview Page Pay Run Details Page Payment Details Page One-Time Payments Other Areas and Reports Related to Pay Runs Sma...

Feb 20, 2024 09:53

Workforce Payroll Process Overview

This article is an overview of the steps needed to complete a full Pay Run, including reviewing and approving associated Journal Entries. Step Pay Run & Paycheck Run Journal Entries 1 Pay Run is created System Generated Pay Runs are automa...

Feb 20, 2024 09:54

Workforce: Payroll Overview Page

This article reviews the new Payroll Overview page within Workforce. This page is only available for early adopters. Documentation for the classic Payments Overview page can be viewed here. On the Payroll Overview page, users can view, calculate, and a...

Mar 06, 2024 16:04

Workforce: Calculating and Approving a Pay Run

This article reviews calculating and approving pay runs on the Payroll Overview page within Workforce. Documentation for approving payments from the classic Payment Overview page can be found here. Article Topics Calculating a Pay Run Reviewing a C...

Feb 29, 2024 08:23

Workforce: Pay Run Details Page

This article reviews the Pay Run Details page within Workforce. Here, users can review the employees included in a pay run, as well as any associated errors. Article Topics: Navigation Pay Run Details Grid Payments Error List Navigation ...

Sep 06, 2024 08:05

Workforce: Payment Details Page

This article reviews the Payment Details page within Workforce. Here, users can view and edit details for a single payment within a pay run. Article Topics: Navigation Header Gross Earnings Section Earning Groups: Gross Earnings Columns: Ad...

Jun 04, 2024 16:19

Workforce: Sending Employee Earnings from Smart Ops

This article reviews exporting employee earnings from Smart Ops to a pay run within Workforce. Article Topics Overview Including Tips Excluding Salaried Employees Earnings From Labor Rules Preparing for Export DSS Review - Daily Labor How to...

Feb 20, 2024 09:52

Workforce: One-Time Payments

This article is an overview of one-time payments within Workforce pay runs. This article covers: One-Time Payment Overview Security Grouping One-Time Payments Tax Options One-Time Payment Form Fields Descriptions Payment Details Add Employees G...

Nov 15, 2023 08:21

Workforce: Creating a One-Time Payment

This article covers the steps to create a one-time payment within Workforce. Article Topics Action Buttons For the Create Payment Form Create a One-Time Payment Steps Open a Create Payment Form and Enter Payment Details Add Employees and Earning ...

Nov 15, 2023 08:26

Workforce: Edit a One-Time Payment

This article reviews editing one-time payments within Workforce. Article Topics Action Buttons on the Edit Payment Form Editing a One-Time Payment with the Edit Payment Form Editing a One-Time Payment from a Payment Details Page Action Butto...

Nov 15, 2023 08:22

Workforce: Paycheck Runs Page

This article reviews the Paycheck Runs page for R365 Payroll. Here, Users can review and create Paycheck Runs, print Paychecks and/or Paystubs, and void Paychecks. The Paycheck Runs page displays all 'Pending' Paycheck Runs that have been crea...

Aug 06, 2024 11:31

R365 Payroll Paycheck Runs: Paycheck Run Details

This article reviews the Paycheck Run Details sidesheet that is part of Paycheck Runs for R365 Payroll. Here, Users can review the details for the selected Paycheck Run and print the Paychecks and Paystubs contained in the Paycheck Run. The Paycheck R...

Dec 06, 2023 09:43

R365 Payroll Paycheck Runs: Manually Print Paychecks and Paystubs

This article reviews the process for manually printing Paychecks and Paystubs within Paycheck Runs for R365 Payroll. Once Paychecks have been printed, they cannot be reprinted. However, Paystubs can be printed for any already printed check. Paychecks a...

Dec 06, 2023 09:44

R365 Payroll: Print & Ship Paychecks

Print & Ship is an add-on feature for R365 Payroll that facilitates the printing of physical Paychecks and/or Paystubs in bulk. The printed Paychecks and/or Paystubs are then shipped to the associated Location for distribution to Employees. Contact ...

Dec 29, 2023 15:30

R365 Payroll Paycheck Runs: Creating Paycheck Runs

This article reviews the process for manually creating Paycheck Runs within R365 Payroll. When to Manually Create Paycheck Runs When a Pay Run is approved, an associated Paycheck Run is automatically generated. If an issue within a Pay Run preve...

Dec 06, 2023 09:02

Onboarding Employees to Workforce Payroll

This article reviews onboarding employees to Workforce Payroll. Article Topics Overview Onboarding Manager Payroll Statuses Onboarding Requirements Possible Duplicate Employees Confirmation Onboarding Wizard Onboarding Wizard Header Initia...

Aug 02, 2024 10:31

Employee Record Payroll Tab

This article covers the Payroll tab, which is part of employee records. Note: This tab is only displayed if Workforce Payroll is enabled and the employee has already been onboarded to payroll. The Payroll tab contains payroll-related information an...

Aug 02, 2024 10:29

Employee Payment Preferences

This article covers the Payment Preferences sidesheet, which is part of the Payroll tab of employee records. Here, users can view and edit the payment preference selection and direct deposit accounts for an employee. Note: The Payroll tab and the Paymen...

Aug 02, 2024 10:28

Employee Deductions and Benefits Details

This article covers the Deductions and Benefits Details sidesheet, which is part of the Payroll tab of employee records. Here, users can view and edit the deductions and benefits for the employee. Note: The Payroll tab and the Deductions and Benefits De...

Aug 02, 2024 10:31

Employee Record Taxes Tab

This article covers the Taxes tab of employee records. Here, users can view and edit the employee's tax elections. Note: This tab is only displayed if Workforce Payroll is enabled and the employee has already been onboarded to payroll. Importan...

Aug 02, 2024 10:31

Employee Records: Documents Tab

This article covers the Documents tab of employee records. Here, users can view and upload files associated with the employee. Note: This tab is only displayed if Workforce Payroll is enabled and the employee has already been onboarded to payroll. ...

Aug 02, 2024 10:34

Employee Separations

This article reviews separating employees from a payroll company in Workforce. If Workforce Payroll is not enabled, please refer to the Mark an Employee as Inactive article. Article Topics: Employee Separation Overview Security Employee Separation...

Aug 02, 2024 10:26

Employee Rehiring

This article reviews rehiring employees when Workforce Payroll is enabled. If Workforce Payroll is not enabled, please refer to the Mark an Employee as Inactive article. Article Topics: Employee Rehiring Overview Employee Separations & Payroll ...

Aug 02, 2024 10:31

Workforce Payroll Statuses

This article lists all of the payroll statuses associated with employees in Workforce Payroll. Note: Payroll statuses are only displayed on the Employees page and employee records when Workforce Payroll is enabled. Payroll Status Descriptions ...

Aug 02, 2024 10:31

Workforce Employee Self Service: Overview

This article is part of the R365 Red App My Pay Employee Self Service portal and covers the desktop version of My Pay. The Workforce Employee Self Service Portal allows Employees to view their My Pay information via a desktop browser. This includes th...

May 07, 2024 11:48

Workforce Employee Self Service: Onboarding

This article is part of R365 My Pay Employee Onboarding. If necessary, Employees can start the Employee Onboarding process via the desktop version of the Employee Self Service portal. When logging in for the first time, Users will be prompted to begin...

Jul 07, 2023 16:59

Workforce Employee Self Service: Payment Methods

In R365 Workforce Employee Self Service Onboarding, Employees have the option to select a Payment Method. Payment Methods and Pay information can later be edited. Payment Method Selection In Onboarding, Employees may have the option to select to ge...

Jan 13, 2023 08:54

R365 Hire Overview

R365 Hire enables restaurant Organizations to custom-design and track their Hiring Process from the point a Job is posted to when a New Hire has completed Onboarding. Each Organization can create their own unique Careers Page where Jobs are listed and...

Jul 02, 2024 09:37

R365 Hire: Recruiting Dashboard

The Recruiting Dashboard shows a high level overview of account activity, including New Applicants, Applicants in Progress, Active Jobs, and Jobs that need to be refreshed. Upcoming Interviews as well as an Applicant Flow chart will be displayed to show an...

Sep 02, 2022 09:04

R365 Hire: Jobs Listing

The Jobs listing includes all Jobs created, which can be filtered by Job Title, Location, Status, and more. From this screen, all details that correspond to a Job posting can be edited, refreshed, shared, and marked as closed. The Jobs listing is locat...

Sep 02, 2022 09:03

R365 Hire: Applicants Listing

The Applicants listing includes all Applicants, the Job they applied for, the Location, their current hiring status, and more. Clicking on an Applicant's name will display a more detailed look into their Application details, allowing for any necessary ...

Nov 30, 2022 15:25

R365 Hire: Reports

R365 Hire Reports are available for both the Recruiting and Onboarding modules. Each module uses a range of variables to assess all aspects of their respective processes. Custom reports can be created and saved for a more accurate look into enhancing both ...

Sep 02, 2022 09:01

R365 Hire: Contacting Applicants

An Applicant can be contacted by either text message or email at any point in the Hiring Process. Initiating one of these two contact methods can be done easily through the Applicant Quick Menu or the Applicant's Profile. Navigation Contac...

Jan 04, 2022 11:20

R365 Hire: Message Templates

When reviewing and communicating with multiple Applicants at one time, using Message Templates allows an easier and faster way to initiate contact at any point in the Hiring Process. Users can work more efficiently by simply clicking the desired Mess...

Jan 04, 2022 11:26

R365 Hire: Hiring Process

Hiring Processes are hiring workflows that help to structure the steps of each unique Hiring Process. The system displays default Hiring Processes that can be updated to better reflect the organization's hiring workflow. It is recommended to adapt thes...

Sep 02, 2022 08:58

R365 Hire: Hiring Steps

Hiring Steps help determine the hiring workflow for the Human Resources Team. These steps can be uniquely organized for each Job or to better reflect the Organization's overall Hiring Process via the Hiring Process window in System Settings. Users...

Sep 02, 2022 08:58

R365 Hire: Posting a Job

Posting a Job can be done easily through the Jobs listing. This article reviews how to create a new Job and the individual sections that detail the Job Description, Hiring and Onboarding Processes, and the Job Status. Create a New Job To create a ...

Apr 28, 2023 11:55

R365 Hire: Onboarding Dashboard

The Onboarding Dashboard is the landing page of the Onboarding module. On this screen, a listing of all New Hires that are currently being onboarded are displayed along with direct actions to assign them a checklist, contact them, and edit their Employee r...

Nov 30, 2022 15:51

R365 Hire: Onboarding Checklists

Onboarding Checklists dictate the tasks that are assigned to the New Hire and their direct Manager while the New Hire is in Onboarding. These tasks may include forms and are helpful for both Employees and their Managers to keep track of what they need to d...

Dec 14, 2022 12:28

R365 Hire: Checklist Categories

Custom Checklist Categories can be created to organize the different Onboarding Checklists created and saved in the Checklists listing. These categories are listed alongside the 'Onboarding' default category when creating a New Checklist. Cre...

Jan 04, 2022 15:48

R365 Hire: Onboarding Defaults

Onboarding Defaults are the aspects of the Onboarding process that allow for a defaulted selection to be set. When entering the Onboarding details for a New Hire, fields that include one of the Onboarding Defaults will already be completed for the User. ...

Jan 05, 2022 07:49

R365 Hire: Assign Tasks

Any Onboarding Checklists that need to be completed by either the Employee or their Manager must be assigned to the Employee. Once the necessary checklists are assigned to the Employee, the Employee and his/her Manager will receive an email notifying them ...

Jan 05, 2022 07:56

R365 Hire: Editing Checklists

Both Employee and Manager Checklists can be updated at any time to reflect an updated process. To do so, Users will need to navigate to the Checklists listing, located in Account Settings. Click here to learn more about Onboarding Checklists. Edit Che...

Sep 07, 2022 13:51

R365 Hire: Cloning Tasks

Tasks can easily be cloned, or copied, for different Employees or Managers who may be in a different department but need to complete the same tasks. This can easily be done through the Checklists listing in Account Settings. Click here to learn more about ...

Jan 05, 2022 07:56

R365 Hire: Onboarding Notification Settings

The Notification Settings is where the content of a Welcome Email and instructions of the Hiring Manager email can be set and/or updated as needed for New Hires and their direct Managers. Additional notifications can also be set for completed tasks fr...

Jan 05, 2022 07:56

R365 Hire: Creating and Uploading Onboarding Forms

User-created Onboarding forms can be created and uploaded via the 'Forms' section of Account Settings. Additionally, Users can edit or delete any previously created forms and review the look of both Employee and Manager forms. Once completed, these...

Jan 05, 2022 07:57

R365 Hire: Employee Custom Fields

Employee Custom Fields are unique fields that provide additional details about each Employee hired through R365 Hire. These details are then included on the Employee record. Creating Employee Custom Fields Navigate to Account Settings by cli...

Jan 05, 2022 07:57

Setup Assistant

The R365 Setup Assistant is your quick-start tool to get R365 up and running. The Setup Assistant has been designed for simplicity and ease of use. When new Customers first log in to R365, they will be greeted by the Setup Assistant, which will walk ...

Feb 10, 2022 15:58

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 Theme Builder The the...

Feb 10, 2022 16:00

Fiscal Period/Year Setup

Fiscal periods must be setup for each year by creating a Fiscal Year for each Legal Entity. Different Legal Entities can run on different fiscal years. When Fiscal Years are created, they are validated to prevent gaps between years. Within each Legal E...

Feb 10, 2022 16:12

System Preferences Overview

System Preferences can only be accessed by Users with the User Setup Security Role. On the System Preference screen, various System-wide Account, Location, Email Automation, POS Integration, and Reporting settings can be adjusted. Changes made on the ...

Feb 15, 2022 14:10

System Preferences: Accounts

The 'Accounts' tab resides on the System Preferences screen. Click here for more information on System Preferences. On the Accounts tab, System-wide Account settings are set. The values provided in these settings will be used as the Default Accoun...

Feb 15, 2022 14:10

System Preferences: Location Reporting Categories

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 Categor...

Feb 15, 2022 14:12

System Preferences: AP Processing Email

The 'AP Automation' tab resides on the System Preferences screen. Click here for more information on System Preferences. The 'AP Processing Email' tab of System Preferences lists an R365-generated email address that is unique to ...

Jul 07, 2021 11:26

System Preferences: Miscellaneous

The 'Miscellaneous' tab resides on the System Preferences screen and contains various system settings that effect how data is displayed, created, and updated throughout Restaurant365. Click here for more information on System Preferences. Mi...

Jul 08, 2021 09:17

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 rec...

Feb 15, 2022 14:13

Restaurant365: Supported Browser

While Restaurant365 will 'work' in any web browser across any device, the complete experience and feature set is designed to work in the Google Chrome Browser. This means that our Development Team designs and tests every function and feature o...

Feb 15, 2022 14:14

Location Record

Locations, like Legal Entities, are critical to both Accounting and Operations in Restaurant365. Click here for more information on how to Create a New Location. The Location Record is where the Location specific information for each Location resides i...

Feb 15, 2022 14:54

Vendor Record

The Vendor Record is where the Vendor specific information resides in the system. Enter in all necessary details as they pertain to each Vendor. Vendors can also be organized into Vendor Groups for filtering purpose on the Check Run screen. Impor...

Feb 11, 2022 14:25

Add a New Location

Location Records can be created via the Restaurant365 Setup Assistant. A User with the security role of User Setup will have access to the Setup Assistant via the 'Administration' menu. Note: If the Location record you are adding will be a PO...

Feb 14, 2022 10:22

Add a Location Logo

Your Company Logo can be added to the Location Record to appear on an AR Invoices and Statements that you create in R365. Location Logos can be added using the R365 Setup Assistant or on the Location record itself. Via Setup Assistant ...

Feb 14, 2022 10:34

Vendor Merge

Sometimes duplicate vendors get created with the same or similar names with slightly different spellings. Since duplicates cannot be deleted, duplicates can be removed by merging transactions together. This can be done easily by following the steps below: ...

Feb 14, 2022 10:41

Delete a Location

Locations in R365 can be deleted if necessary, but only after every transaction / record that was ever associated with that Location must also be deleted, or reclassified to a different Location. When each transaction / record has been deleted or ...

Feb 15, 2022 14:56

Location Groups

Location Groups allow you to create different sets of Locations and then filter reports by those Location Groups instead of having to select Locations one at a time on each report. To create a new group follow these steps: Open the Location Group wi...

Feb 14, 2022 10:48

Location Types

A Location Type is a required field in the Location record that groups Locations based on if they are an Accounting Entity, Commissary, or Restaurant. When creating an Item Location record, Accounting Entities are omitted so that only Restaurant an...

Feb 14, 2022 10:49

Location Profile

The Location Profile provides a further look into the attributes of your restaurant Locations. The Location Profile can only be utilized if the Location has a Location Type of 'Restaurant' set on its Location record. When updating the Location Type...

Feb 14, 2022 10:50

1099 Setup and Maintenance

R365 offers the ability to track 1099-MISC, 1099-NEC, and 1099-INT transactions by Vendor and organize 1099 processing by Legal Entity or Common Payer. The advanced setup and functionality of 1099 information in R365 allows more accurate tracking of Vendor...

Feb 11, 2022 14:23

User Setup, Security, and Location Access

Setting up Users and managing security is found in a few windows under the Administration section as well as within the R365 Setup Assistant. Only Users assigned the User Setup Security Role will be able to view and access these screens. The...

Feb 14, 2022 10:56

Security Role Descriptions

User roles in Restaurant365 come in two flavors: Security Roles and Report Roles. Security Roles determine the access a User has in Restaurant365. They are broken down by two types: Primary and Secondary. Each User must have a Primary Role to be able...

Feb 14, 2022 11:02

Email Settings 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 O...

Feb 14, 2022 11:56

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...

Feb 14, 2022 11:57

Password Policy

The Password Policy enables Admin Users to have more control over security by setting password parameters. These parameters enforce password requirements that Users must follow when creating their passwords. A password can have up to seven differe...

Feb 14, 2022 12:08

User Record

The User Record is where all User specific information resides in the system. Once you have opened a User Record, information including User login and password, email, User roles, and primary Locations can be found here. Click here for more informat...

Feb 15, 2022 08:56

Resetting User Passwords

User passwords can be reset by both Employees and their Managers. Employees will need to access R365 via a web browser to update their passwords while Managers who have the User Setup Security Role and access to Setup Assistant will be able to update passw...

Feb 15, 2022 10:28

Delete or Deactivate a User

Depending on the User, you have the ability to either Delete or Deactivate a User that no longer needs access to R365 in your organization. Each option, Deleting or Deactivating, takes place in different parts of R365. Additionally, a User can only b...

Feb 15, 2022 10:46

Mass Role Update

Mass Role Update allows an Admin User to update multiple User Roles, User Locations, and Report Roles for system Users at one time and in one place. Navigation To open the Mass Role Update window, hover over 'Administration' and...

Feb 15, 2022 14:08

Outbound Emails

To set up Outbound Emails, Users can either choose to have these emails come from an R365 no-reply email address or their third-party email address. Review both options below to determine the best fit for your organization. R365 Outbound Emails Ou...

Feb 14, 2022 11:31

Employee Setup

The Employee record allows you to manage Employee details such as Employee Name, Contact Information, Employee Photo, and Scheduling Availability. This record is created automatically for each Employee after the POS Integration has been completed. Each ...

Feb 15, 2022 11:02

Employee Record

The Employee Record has various tabs to enter and review information about an Employee. When created, Employee records are stored in the Employees listing and are linked out from the User record. Employee records can be updated as needed over time to refle...

Jul 12, 2021 11:05

Employees: POS Employee Records

During POS import, R365 creates two records for each Employee in your POS System. These two records are automatically linked to each other. POS Employee Record Employee Record The POS Employee record is linked to the Employee record by the &...

Feb 15, 2022 11:13

Employees: Merge Employee Records

The majority of records that reside in Restaurant365 can be updated via the Import Tool. When performing bulk updates, the Import Tool typically references a record based of the 'Name' value on the record. When making updates to Employee records, t...

Feb 15, 2022 11:31

Employees: Employee App Access

Granting Employees access to the R365 Red App and limited-use portals of R365 is a simple process. Once the Employee record has been manually-created or imported from the POS via the POS Integration, the Employee can be granted 'App Access'. ...

Feb 15, 2022 11:54

Job Record

Jobs are used in various ways in R365. They are assigned to Employees and used by the Scheduling Module. Jobs are also used in conjunction with the POS Integration to track Employee Punches. Each Job record is assigned to a GL Account for Labor Cost...

Feb 15, 2022 12:05

Employees: Mark as 'Inactive'

When an Employee is marked as 'Inactive', they no longer have access to the system. It is highly recommended to never delete an Employee record but rather to mark them as 'Inactive' so that the Employee record is saved in R365 while restric...

Feb 15, 2022 10:39

R365 Support

The R365 Support Center is your one-stop for: In-depth solution articles Sharing best practices in our Community Forums Managing open Support Tickets Chatting with a Support Representative Click here to view how to contact R365 Support. Acce...

Feb 15, 2022 12:34

R365 Academy Overview

Welcome to the R365 Academy! This course-based learning tool may just become your best friend over the next few weeks as you dive into the world of R365. This lesson will focus on how to get the most out of your one-stop spot for Learning, the R365 Ac...

Feb 15, 2022 13:22

Working with List Views

The different lists in R365 can be organized and saved based on each User's preferred format. Within these lists, different functions are also present to provide filters for searching and additional actions for the selections within a listing, all t...

Feb 15, 2022 13:24

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 a...

Feb 15, 2022 13:24

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 Goog...

Feb 15, 2022 13:25

Restaurant365 Display Settings

Restaurant365's default list view can be modified and saved according to the User's desired layout. Even further, when the window display is small or includes a large announcement box, you can adjust the display to navigate your instance as needed....

Feb 15, 2022 13:28

Attachment Viewer

The Attachment Viewer is a feature in Restaurant365 where a User can elect to open an additional sidebar to view any attachments that have been uploaded to an AP Transaction within Restaurant365. The Attachment Viewer is also utilized when Processing Docum...

Feb 15, 2022 13:44

Restaurant365 Recommended Computer Specs

By design, Restaurant365 is accessible from any internet connected device via a web browser. For the most desired processing times, it is recommended to use ADSL or Broadband for home/business and 3G internet speeds or greater for mobile devices. It is imp...

Feb 15, 2022 13:45

Intercompany Transactions

The automated intercompany process in the system will automatically create Due To and Due From entries on the distribution of intercompany transactions. A transaction is deemed intercompany if the Location in the header belongs to a different Legal Entity ...

Feb 15, 2022 13:52

Autonumbering

In Resaurant365, unique identifiers are essential in maintaining the integrity of your transactional data. To allow for the easy creation of unique records, many transactions have an Autonumbering feature that is managed under the Administration secti...

Feb 15, 2022 13:53

What's the difference between the Mobile Apps, and which should I use for my tablet?

Restaurant365 has two separate Mobile Apps: the Classic Black App and the R365 Red App. Each are used for different purposes and should be utilized on specific devices depending on the tasks that need to be completed. Both Mobile Apps are beneficial to...

Feb 15, 2022 09:57

How do I onboard new Employees?

Once you hire on new Employees, you can get them up and running with R365 easily. Follow these 4 steps to get your Employees entered in the system and scheduled for training! Step 1: Enter Employee in POS Input the Employee into the POS system and...

Feb 15, 2022 10:57

Why aren't my invoices being entered by the AP Capture Team?

When documents are not entered by the AP Capture team, it is often due to the fact that the document is listed as having an issue. Whether a document was listed as previously having an issue or if the AP Capture Team recorded an issue on a document, they w...

Feb 15, 2022 15:19

How do I leave a note for the AP Capture Team?

You can leave entry instructions for the AP Capture Team on the Vendor record. When a new AP Invoice is created for that Vendor, the instructions will appear for the User. To leave instructions for the AP Capture Team, navigate to the desired Vendo...

Feb 15, 2022 15:18

Scheduling Overview & Security

The R365 Scheduling Module is a complete scheduling solution to manage your labor workforce. Unlike other Modules in R365, the Scheduling Module contains functions and features that are specific to two different classes of users: Manager functions:...

Mar 13, 2020 10:09

Scheduling: Schedule Calendar

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module. The Schedule screen in the Scheduling Module is a Calendar with Weekly or Daily views of the Schedule that can be filtered by Employee,...

Jul 12, 2021 09:59

Schedule Calendar: Publish, Unpublish, and Alert Employees

Shifts can be Published and Unpublished individually or in bulk by Employee, Job, or Department. Additionally, Individual Shifts can be Published or Unpublished by right-clicking the Shift and selecting the desired action. Each time a Shift is Published/Un...

Jul 12, 2021 09:47

Scheduling: Shifts

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module. Shifts are the detailed Employee assignments on the Schedule. The Shift form is generally opened as a pop-up window on the Schedule scre...

Mar 16, 2020 09:01

Schedule Calendar: Scheduling Templates

This is a part of the Schedule Calendar feature. Click here to learn about the Schedule Calendar. The View & Template Options sidesheet on the Schedule Calendar allow you to set your preferred view, including if you want to view Weather, Event...

Jul 12, 2021 09:39

Schedule Calendar: Print Options

This is a part of the Schedule Calendar feature. Click here to learn more about the Schedule Calendar. The Print Schedule pane allows you to select exactly what you want to print. Please note, the image is displayed horizontally for ease of reading ...

Jul 09, 2021 14:52

Scheduling: Managing Requests in the Manager Queue

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module. The Manager Queue is the Restaurant Manager's one-stop for all Requests. Whenever an Employee submits a request, his/her Manager...

Jul 12, 2021 10:25

Custom Labor Forecasting: Schedule Calendar

When Custom Labor Forecasting is enabled, the Scheduler will include a variety of additional features that will shift its appearance. These features include advanced Sales and Labor Forecasts, which are derived from using the Custom Sales Forecasting ...

Mar 16, 2020 08:56

Scheduling: Managing Requests in the Mobile App

Managers are able to answer Employee requests via the R365 Red App. Once a request is made, the Manager will be automatically alerted by a push notification that, when tapped, will open directly to the request. Open Requests and current Announcements are...

Mar 16, 2020 09:21

Scheduling: Announcements

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module. Managers can make Announcements for Employees at their Locations. They can also decide to send the Announcement out as an Alert, a...

Mar 16, 2020 10:21

Scheduling for Employees Overview

R365 Scheduling and the R365 App (Red) is your One-Stop App for all things related to your Work Schedule! Through the R365 App (Red) you'll be able to do the following: View the entire Schedule at each Restaurant you work at View your upcoming...

Mar 16, 2020 14:55

R365 Red App

The R365 App (Red) is available for iOS and Android devices. Click here for R365 Scheduling Employee Training and here are to learn about the differences between the R365 Red App and the R365 Classic App (Black). Downloading the App App Stor...

Feb 15, 2022 10:03

Logging in to the R365 Red App

This article is part of the Employee Training for R365 Scheduling and the R365 Red App. Click here for more information about R365 Scheduling Employee Training. Logging In to R365 Your Restaurant Manager will setup your User Profile in R365 Sched...

Feb 15, 2022 10:22

R365 Red App: Viewing the Schedule and Your Upcoming Shifts

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red). Click here for more information about R365 Scheduling Employee Training. Return to the Previous Training Article: Logging in to the R365 App Dashboard Scr...

Feb 15, 2022 10:08

R365 Red App: Making Schedule Requests (Trade / Offer / Claim / Time Off)

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red). Click here for more information about R365 Scheduling Employee Training. Return to the Previous Training Article: Viewing the Schedule and Your Upcoming Shifts ...

Feb 15, 2022 10:09

R365 Red App: Updating Your Availability

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red). Click here for more information about R365 Scheduling Employee Training. Return to the Previous Training Article: Making Schedule Requests Your Profile You...

Feb 15, 2022 10:10

R365 Red App: Updating User Password

This article is part of the Employee Training for R365 Scheduling and the R365 Red App. Click here for more information about R365 Scheduling Employee Training. Return to the Previous Training Article: Updating Your Availability Your Profile Y...

Feb 15, 2022 10:18

Custom Sales Forecasting: Overview & Security

Custom Sales Forecasting allows a more customizable point of forecast that can drive predictive behavior throughout the software and plan ahead more strategically. The R365 Smart Forecast lays out data in both graphical and table senses to provide dat...

Mar 16, 2020 12:06

Custom Sales Forecasting: Customizing a Forecast

This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Some times a day's Sales outcomes are affected by certain events that occur, such as poor weather conditions...

Mar 16, 2020 12:10

Custom Sales Forecasting: Tagging Outlier Days

This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Forecasting Tags are important to include on specific days when Sales fluctuated higher or lower than usual, of...

Mar 16, 2020 12:35

Custom Labor Forecasting: Overview & Security

Custom Labor Forecasting enables organizations to predict the amount of staff needed at a Location on a given day and hour based on the Forecasted Sales. In order to have this forecast represent the most accurate data, the Labor Configuration must ref...

Mar 16, 2020 13:36

Custom Labor Forecasting: Labor Matrix Setup

To learn more about this feature, view the Custom Labor Forecasting Overview training article. A Custom Labor Forecast first begins with configuring the Labor Matrix and other necessary features. Details about Labor, including jobs and hours worke...

Mar 16, 2020 13:50

Custom Labor Forecasting: Hourly Forecasting

To learn more about this feature, view the Custom Labor Forecasting Overview training article. Once the Labor Matrix is setup and the Sales Forecast is complete, the Labor Forecast is ready to be generated. The Hourly Forecasting screen uses the S...

Mar 16, 2020 14:02

My Reports Overview

My Reports is the home to all reports in Restaurant365. Reports are sorted and displayed on tabs that group the reports together, including User defined 'Favorites'. In order to view or access any report, a User must first be assigned to a Repo...

Feb 14, 2022 13:11

My Reports: Report Roles Setup

Report Roles must be created and assigned to each User in order for that User to access individual Reports located in 'My Reports'. Alternatively, if all Users need access to all reports, this can be set on the User record. Report Roles can be...

Feb 14, 2022 12:52

My Reports: Creating Report Roles

Report Roles must be created and assigned to each User in order for that User to access individual Reports located in 'My Reports'. Alternatively, if all Users need access to all reports, this can be set on the User Record. Report Roles can be...

Feb 14, 2022 12:34

My Report: Assigning Report Roles

Report Roles grant access to specific Reports found in 'My Reports'. Click here for more information on My Reports. Report Roles can be be assigned using two different methods: Manually on the User Record Using 'Mass Role Update' ...

Feb 14, 2022 12:35

My Reports: Using 'My Reports'

In order to view and run Reports found in 'My Reports', a User must first have a Report Role assigned to their User record. Click here to learn how to assign reports or view your Report Role on your User record. Navigation Navigate to...

Feb 14, 2022 12:35

My Reports: Send, Export, or Print Reports

Reports ran from within 'My Reports' can be emailed, exported, and/or printed directly from the reporting window. In doing so, any settings that are updated for a report with a PDF File Type will be saved for that report and User. These settin...

Feb 14, 2022 13:00

Report Subscriptions Overview & Security

Through the Report Subscriptions Management page, your Administrative Team has more control over who has access to your data by directly managing Report Subscription records. Report Subscriptions will run a selected report and send it to the desired R...

Feb 14, 2022 15:48

Report Subscriptions: Create a Report Subscription

This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report Subscriptions enable Users to receive the desired Reports via email daily, weekly, or monthly. These subscriptions can only be set up and ma...

Jul 08, 2021 10:53

Report Subscriptions: Edit a Report Subscription

This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. Report Subscriptions will need to be managed over time to better reflect your current Restaurant Management. Whether a Report Subscription needs to...

Jul 08, 2021 10:53

Report Subscriptions: Date Settings

This is a part of the Report Subscriptions feature. Click here to learn more about Report Subscriptions. When creating a Report Subscription, Date Settings will appear if a selected report has dates included in its Report Parameters. These Date Se...

Feb 14, 2022 15:47

Commissary Reports Overview

Commissary Reports allow a User to preview past Commissary Orders to forecast the items needed for upcoming weeks. Certain items can also be focused in on to determine how often those items are purchased and fulfilled in a specified time frame. Th...

Mar 10, 2020 14:23

Commissary Forecast

The Commissary Forecast Report forecasts how much food will be needed based on previous orders. A restaurant is more able to predict the amount of food to buy and prep when this forecast is ran. Navigation To navigate to the Commissary Foreca...

Mar 10, 2020 14:11

Commissary Order History

The Commissary Order History by Location Report is able to assess previous commissary orders from a designated time frame. This acts as a memory bank for all commissary items ordered for specified locations, which can be used to track the amount o...

Mar 10, 2020 14:11

Consolidated Production

The Consolidated Production Report provides a breakdown of the food needed to make the orders. This report will be helpful in ordering the food necessary to fulfill the commissary forecasting. If the Commissary Manager wants to print a consolidate...

Mar 10, 2020 14:12

Financial Reports Overview

Financial Reports allow Users to view Account transactions and balances for their restaurants. While Users with an Accounting Security Role mainly utilize these reports, they offer many great benefits to Operators as well. Note: Only Users with th...

Mar 10, 2020 14:23

Account Balance by Location Export

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The Balance by Location Export runs account balances by any Location Category selected. This report includes details about the ...

Mar 10, 2020 14:12

Account Trx Summary by Location Export

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The Account Trx Summary by Location Export displays the transactions made by each account at a chosen Location. This detailed r...

Mar 10, 2020 14:12

Balance Sheet

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The Balance Sheet represents the financial position of a company, representing the balances of each account based on the Fisca...

Mar 10, 2020 14:42

Balance Sheet - Layout Format

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The Balance Sheet - Layout Format allows the User to edit the layout of the Balance Sheet directly from this report by drilling...

Mar 10, 2020 14:12

GL Account Detail

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The GL Account Detail Report allows the User to drill into all transactions associated with a selected account. Reference numbe...

Mar 10, 2020 14:12

GL Account Detail Export

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The GL Account Detail Export allows the User to drill into all transactions associated with a specified account(s). This repor...

Mar 10, 2020 14:12

GL Account Detail with Legal Entity

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The GL Account Detail with Legal Entity Report runs the system for all General Ledger account details so that the balance of an...

Mar 10, 2020 14:12

GL Account Detail with Legal Entity Export

Note: Only Users with the Full Access or Accounting Manager Primary User Role will be able to access Financial reports. The GL Account Detail with Legal Entity Export runs the system for all General Ledger account details so that the balance of an...

Mar 10, 2020 14:36

Profit and Loss

Note: Only Users with the Full Access or Accounting Manager Primary Role will be able to access Financial reports. The P&L Report allows the User to compare the total income and expenses at specified Locations as of a specific date and based on the...

Mar 10, 2020 14:39

Labor Reports Overview

Labor Reports allow a User to view data that can enhance and forecast the productivity and scheduling of employees. Analyzing these reports can track employees and help determine how labor has impacted Sales. Navigation To access My Reports...

Mar 17, 2020 11:52

Academy Progress Report

The Academy Progress Report allows the User to view the progress of an Employee through the R365 Academy. This tool is an easy way for Managers to track Employee's knowledge of navigating R365. In selecting specific parameters, a Manager can see s...

Mar 10, 2020 14:14

ADP Alternate Export

The ADP Alternate Export is similar to the ADP Workforce Export in that it runs R365's system to produce a listing of all Employee IDs, Pay Rates, Labor Hours, and more used for Payroll Processing. Rather than simply listing out these details, thi...

Mar 10, 2020 14:14

ADP Workforce Export

The ADP Workforce Export will run R365's system to produce a listing of all Employee IDs, Pay Rates, Labor Hours, and more for a specific date range that can be sent to ADP for payroll processing. This export is only beneficial for Users who have ...

Mar 10, 2020 14:14

Daily Roster Report

The Daily Roster Report shows a listing of the people who are on the schedule for a chosen day. This can be a great reference for shift Managers and even Employees to see who is scheduled at what time and for how long. Navigation To navigate ...

Mar 10, 2020 14:14

F9 Segment Descriptions

The F9 Segment Descriptions Report is a resourceful tool for F9 Customers who want to transfer data into F9 for further Financial Reporting. GL Account, Legal Entity, and Location information is included in this report. Due to the required data fi...

Mar 10, 2020 14:14

Labor Actual vs Scheduled

The Labor Actual vs Scheduled Report displays the Actual Labor versus the Scheduled Labor for a selected Location and date range. This report is one way to view how successful a forecasting of labor was for a specific period of time. By clicking t...

Mar 10, 2020 14:14

Labor Actual vs Scheduled - Detail

The Labor Actual vs Scheduled - Detail Report displays a thorough review of the labor, including Employee names connected to their job title and the actual date connected to each piece of data. Analyzing a more detailed report can help the User analyz...

Mar 10, 2020 14:14

Labor Actual vs Scheduled - Punch Details

The Labor Actual vs Scheduled - Punch Details Report runs the numbers for every Employee's labor punches in a chosen period of time. With this report, a User is able to understand the variance of labor more in regards to the actual punch details r...

Mar 10, 2020 14:14

Labor Break and Split

The Labor Break and Split Report displays all the break violations for employees. This can be beneficial in keeping track of consistent violations and / or making sure employees are following break requirements. Navigation To navigate to the ...

Mar 10, 2020 14:15

Operational Analysis Reports Overview

The Operational Analysis Reports allow a User to track and compare sales from different locations in order to strengthen his/her current operations. Navigation To access My Reports, click on the 'My Reports' Tab in the Operations mo...

Mar 10, 2020 14:24

Employees vs Guest Count Chart

The Employees vs Guest Count Chart compares the amount of staff to the amount of customers in a specific period of time. This report is beneficial in future scheduling purposes to predict how many staff members should be scheduled based on a prior wee...

Mar 10, 2020 14:16

Flash Report

The Flash Report shows summary information based on a single day’s performance in one or multiple locations. All information from the Daily Sales Summary flows through this report as well as historical information and Labor numbers. This is a great re...

Mar 10, 2020 14:47

Flash Report - Advanced

The Flash Report shows summary information based on a single day’s performance in one or multiple locations. All information from the Daily Sales Summary flows through this report as well as historical information and Labor numbers. This is a great r...

Mar 10, 2020 14:49

Location Comparison

The Location Comparison Report compares certain operation values on the P&L Report from two or more restaurant Locations. This report allows the User to view various Labor and Sales comparisons for the current day, prior day, and the same day for ...

Mar 10, 2020 14:16

Location Sales and Reg Labor

The Location Sales and Reg Labor Report runs the Sales and Labor as of a specified day compared to the same day last year. This report provides a little different format and a more robust Sales report than the Flash Report. It presents comments from ...

Mar 10, 2020 14:50

Location Vital Signs

The Location Vital Signs Report runs the Sales, Cost of Goods Sold, and Labor against the Budgets set for each of them in a bar graph. This report allows a User to visualize how far along the Sales, COGS, and Labor are in regards to their respect...

Mar 10, 2020 14:16

Operations Overview

The Operations Overview report is another version of the Flash Report and provides all of the Sales, Labor, and Comps / Discounts details for a specific date compared to the current week, period, and year. This report provides a different format w...

Mar 10, 2020 14:51

Operations Scorecard

The Operations Scorecard is another version of the Flash Report and shows the Gross Sales by week for specified Locations. This report compares the Gross Sales, Net Sales, Guest Count, Current to Prior Year, Labor, COGS, and Promotions/Redemptions...

Mar 10, 2020 14:51

Sales and Labor Breakout

The Sales and Labor Breakout Report breaks out Sales and Labor into different categories from the POS integration. This report is another version of the Flash Report in the sense that it focuses on Sales and Labor and can compare them across different...

Mar 10, 2020 14:16

Purchased and Inventory Reports Overview

Purchased and Inventory Reports display the breakdown of item costs, cost percentages, and much more. These reports can help a User analyze cost variances to help minimize inconsistencies and maximize item usage. Navigation To access My Repo...

Mar 10, 2020 14:24

Actual vs Theoretical Analysis

The Actual vs Theoretical Analysis shows Actual vs Theoretical numbers in terms of both Quantities and Dollars. The User can drill down into the transactions that make up the numbers as well as roll up summary info by Category for a Controllable Cost...

Mar 10, 2020 15:04

Actual vs Theoretical Lite

The Actual vs Theoretical Analysis Lite Report shows Actual vs Theoretical numbers in terms of both Quantities and Dollars. The User can drill down into the transactions that make up the numbers as well as roll up summary info by Category for a Contr...

Mar 10, 2020 14:17

AP Invoice Distribution

The AP Invoice Distribution Report displays all purchases, which are sorted by vendor and marked as paid or unpaid, for the selected date range. This report will display the payment details made for each invoice, including the posting date, account na...

Mar 10, 2020 14:17

COGS Allotment

The COGS Allotment Report breaks down a Location's COGS by Operational Reports Category for the dates in a specified calendar period. This report is beneficial to analyze the details of one period's COGS in comparison to that Location's bu...

Mar 10, 2020 14:17

COGS Analysis by Location

The COGS Analysis by Location Report runs the amounts of specified COGS types for designated Locations over a selected period of time. This report compliments the COGS Allotment Report because it provides further analysis into the COGS Types and the c...

Mar 10, 2020 14:17

COGS Analysis by Vendor

The COGS Analysis by Vendor Report runs the amounts of specified COGS types for designated Vendors over a selected period of time. This report compliments the COGS Allotment Report because it provides further analysis into the COGS Types and the cost ...

Mar 10, 2020 14:17

Commissary On Hand

The Commissary On Hand Report tells a User how much product is on hand and the dollar amount associated with it. This report shows how much a Location would need to prep to meet the demand of their Commissary Orders. Navigation To navigate to...

Mar 10, 2020 14:17

Contract Violations

The Contract Violations Report will show any items outside of the Contract Price for the selected date range. Contract Prices can be maintained via the Vendor Item by either direct edit or import template. Vendors are listed separately and any item is...

Mar 10, 2020 14:18

Item Category Theoretical Variance

The Item Category Theoretical Variance Report shows trends of total variance dollars per Category over a date range, broken down by count-to-count calculations. This report will help point out high-level trends with categories due to the loss (or gain) o...

Mar 10, 2020 14:18

Recipe and Theoretical Reports Overview

Recipe and Theoretical Reports run the system to see the ingredients needed for Recipe Prepping, the Prep Logs used, and a historical database of the amount of food items prepped, which can help in forecasting how many items will be needed for future ...

Mar 10, 2020 14:25

Prep History

The Prep History Report displays the history of all the food that was prepped. This report can be helpful in food counts and inventory and is great for establishing trends of Prep Item Production. Navigation To navigate to the Prep History Re...

Mar 10, 2020 14:20

Prep Log

The Prep Log is a worksheet for Prep Cooks to see what recipe they should make and log the amount they made of each recipe. Each Recipe is hyperlinked to its Recipe record to easily view Recipe details or print the Recipe itself. Prep Logs are sorted...

Mar 10, 2020 15:11

Sales Reports Overview

Sales Reports are ran to provide a various amount of information about a Location's Sales and the aspects of Sales that are associated with it, including Server Sales, Recipes, Ticket Count and Average, and much more. With detailed charts and comp...

Mar 10, 2020 14:26

Avg Gross Sales by Hour

The Average Gross Sales by Hour Report compares Service Types by hour over a selected period of time. This report is beneficial in displaying a numerical and graphical view of Sales to see which days and times were the busiest, which would then provid...

Mar 10, 2020 14:20

Avg Gross Sales Ticket Count

The Average Gross Sales & Ticket Count Report displays the transactions and ticket count by day and day part. This report is beneficial in scheduling by showing which days and day parts need the most workers. Navigation To navigate to the...

Mar 10, 2020 14:20

Menu Item Analysis

The Menu Item Analysis Report shows the margin and quantities of menu items that analyze the popularity and profitability of each menu item ranked against each others and return a category that has a call to action associated with it. There are f...

Mar 10, 2020 15:12

Menu Price Analysis

The Menu Price Analysis Report shows the cost and selling price for each Menu Item, determines a profit from those metrics, and then calculates a variance and price needed to hit the target percentage based on the User supplied target percentage. This...

Mar 10, 2020 14:21

Product Mix

The Product Mix Report shows each menu item's percent of Sales for a selected period of time. This report can help show which menu items are driving Sales. Navigation To navigate to the Product Mix Report, click 'My Reports' i...

Mar 10, 2020 14:21

Recipe

The Recipe Report will show Recipe ingredients and instructions, which can be reviewed or displayed if needed. Navigation To navigate to the Recipe Report, click 'My Reports' in the Accounting Module and select 'Sales' in the top...

Mar 10, 2020 14:21

Sales and Prime Cost

The Sales and Prime Cost Report breaks down Sales by Sales Categories and provides specific details into guest counts and variances in budgets. This report allows the User to see how his/her restaurant Location's Prime Cost factors in to overall S...

Mar 10, 2020 14:21

Sales Payment Analysis

The Sales Payment Analysis Report displays all the Payment Types associated with each Payment Group. This report displays a clear distinction between Payment Types so a User can see how payments are most often made. Navigation To navigate to ...

Mar 10, 2020 14:21

Weekly Sales and Labor

The Weekly Sales and Labor Report gives the total Sales for each Location by day and day part. Additional Sales and Labor comparisons, including total Prior Year Sales and Sales Percentage, Labor Goals and Hours, and Entree Average and Count, are also...

Mar 10, 2020 14:21

POS Data Export – File Guide

Through the R365 POS Integration, the following Export Files are obtained from a POS System. The bolded sections below represent each Export File type. You will find additional information, such as the file name, and Column Names / Headers that will be i...

Dec 21, 2020 12:53

POS New Build Request Form

Refer to the Form for instructions on R365 POS Integration Requirements. Please download the form, review it and complete it. Return completed forms, along with a sample Daily Sales Report, to your R365 Sales Representative or POS Team Member.

Mar 10, 2020 09:41

R365 API Connector

Restaurant365 offers an API (Application Programming Interface) service. Through the R365 API, third party services can connect to R365 to retrieve data, as well as create and push data in to Customer databases. In order to access the R365 API Connector,...

Mar 10, 2020 10:17

R365 OData Connector

Restaurant365 provides an OData connector that you can use to access your Restaurant365 data from within your OData reporting provider. The following providers can be used with the R365 OData Connector: Domo Prophix Any Reporting Provider that...

Mar 10, 2020 10:24

AP Invoice Form

Inputting AP Invoices is relatively easy. To create a new AP Invoice, hover over 'Vendor' on the top ribbon and click 'Invoice'. A new window will open with the name 'Unsaved AP Invoice'. AP Invoice Header 1) Location ...

Feb 15, 2022 14:57

Mass Invoice Entry

Entering invoices in mass makes AP Entry seamless and easy. The steps provided explain each step of the Mass Invoice Entry process. Click here to view how single and mass Invoice Entry differ. Step 1: Open the Mass Invoice Entry screen Hov...

Feb 15, 2022 14:29

Memorized AP Transactions

AP Transactions can be memorized as transaction templates to be used again in the future. In addition to creating a transaction template, Memorized Transactions can be scheduled and automatically created. Note: Memorized Transactions will not ca...

Feb 15, 2022 14:42

AP Credit Memo

AP Credit Memos can be entered in Restaurant365 to record any credits that are due. Credit Memos can then be applied to Open AP Invoices. To record an AP Credit Memo, hover over the ‘Vendor’ menu in the top ribbon and select ‘ Credit Memo’. ...

Feb 15, 2022 15:04

R365 AP Capture Overview

R365 AP Capture is an additional service that R365 offers its Customers. Through the AP Capture Service, Customers can rely on the R365 Data Entry Team to manually enter and review their Accounts Payable Transactions. Please contact R365 Support or your...

Feb 15, 2022 15:21

Location Reporting Categories

Location Reporting Categories are custom categories that are used for reporting and grouping your Locations. You can create up to 10 User-defined categories that can then be assigned on Location records. A couple examples include: Region - If your ...

Feb 15, 2022 15:23

POS Integration Overview

Restaurant365 integrates with many POS systems. This article will provide an overview of how the POS Integration communicates Data between your POS and the R365 platform. System Requirements - The machine housing the integration must have at least...

Feb 15, 2022 15:25

Sales Accounts Overview

A Sales Account's purpose is to tell Restaurant365 what GL Account to credit when accounting for individual sales tickets imported from the POS. It is a 'mapping' of POS Sales Categories and POS Service Types to a Restaurant365 General Leger Ac...

Feb 16, 2022 07:55

Payment Type Accounts Overview

A Payment Type Account's purpose is to tell Restaurant365 what GL Account to debit when accounting for individual sales tickets imported from the POS. It is a 'mapping' of tenders, discounts, and other offsets/reductions to the sale of goods in...

Feb 16, 2022 08:10

POS Integration Whitelisted URLs & IP Addresses

In order for the R365 POS Integration to function properly, the following 1) URL or 2) IP Addresses need to be whitelisted by your IT Department or your POS Reseller. Traffic is sent over port 443 using HTTTPS/SSL protocols and that port will need to be al...

Feb 16, 2022 08:12

Menu Items & Menu Item Links

The Menu Item Record is automatically created once the POS Integration has been completed. R365 will automatically import each Menu Item that appears in your POS. Similar to the relationship between Employees and POS Employees, a Menu Item and a Menu...

Feb 16, 2022 08:33

Menu Item Separation

The Menu Item Separation selector gives the User the option to customize how Menu Items are polled and grouped from the POS. While this is unnecessary for most Organizations, Customers with multiple concepts may find this useful. The options that are inc...

Feb 16, 2022 08:42

Gift Cards and Certificates

Gift Card Sales Gift card sales are imported from the POS each night on their respective sales tickets. This is imported as a sales item on that ticket with the corresponding category you’ve assigned in the POS. On the DSS journal entry this wi...

Feb 16, 2022 08:45

Day Parts

Day Parts, or Dayparting, is the practice of breaking up an Operations Day into segments that can then be report on individually. Restaurant365 gives Users the ability to create up to Day Parts with their corresponding names and start/end times. Day P...

Feb 16, 2022 10:55

Credit Card Tip Reduction

Certain POS systems will calculate the increased Credit Card fee for the portion of the bill that is related to the tip. The system will also allow the user to retain that amount from the tips payable to pay for the Credit Card fee. If this approach is tak...

Feb 16, 2022 10:58

Menu Item Categories

Up to three separate Menu Item Categories can be assigned to each Menu Item record and are used in various reports to create subtotals or filters. Menu Item Categories are different than Item Categories and should be created and structured differe...

Feb 16, 2022 11:29

Daily Sales Summary for the Restaurant Manager

In this training, the steps to review the Daily Sales Summary (DSS) will be covered: 1. Close out POS System 2. Upload Daily POS Data to Restaurant365 & Open Daily Sales Summary 3. Open the Daily Sales Summary and Review 'Totals' tab 4. Ent...

Mar 11, 2020 11:31

DSS Re-Import

Restaurant365 Customers can have their Daily Sales Summaries re-imported easily, regardless of whether their POS Systems are Cloud or non-Cloud-Based. Ensure that you first delete an existing DSS before re-polling it for the same day. This article ...

Mar 11, 2020 13:56

Manually Delete a DSS

To manually delete a DSS file, a User must have the Primary Security Role of Accounting Manager or the Secondary Security Role of Master Record Delete. Click here for more information on Security Roles. A User with the requisite security would navigat...

Mar 11, 2020 13:55

Troubleshooting Missing and Out of Balance Daily Sales Summary

Daily Sales Summaries are imported automatically via the R365 Connect Tool. A Daily Sales Summary (DSS) file will be imported each day for the prior day's Sales and Labor. If a DSS is missing, the R365 Connect Tool will continually scan the POS every 1...

Mar 11, 2020 13:57

DSS: Paid Outs

The Paid Out tab on the DSS is where designated 'Paid Outs' from your POS are displayed. Paid Outs are automatically imported with your Daily Sales from the POS. If a description was entered in at the time the Paid Out was recorded, the desc...

Mar 11, 2020 13:57

Paid Out Types

All Paid Out Types will be automatically imported from your POS into 'Paid Out Type' records. This feature allows you to pre-assign a Cost Account for a specific Paid Out Type. Then, in the future, as that Paid Out Type is used in your Restaur...

Mar 11, 2020 13:58

DSS: GL Account Mapping Report

The GL Account Mapping Report is located within the 'Action' menu of a DSS. This report is used to break down all of the Payment Types and Sales Accounts for a given day. Analyze this report first to see if mapping issues occurred. If the GL...

Mar 11, 2020 13:59

DSS: Validation Report

The Validation Report on the Daily Sales Summary displays any adjustments made to account for the imbalance in Sales and Payments. The GL Account Mapping Report should be ran first to ensure the accounts were mapped correctly before viewing the Sales and P...

Mar 11, 2020 14:00

FTP Site Overview

Restaurant365 provides a hosted FTP site for each Customer Database. FTP stands for File Transfer Protocol and allows Vendors, as well as Restaurant365 Users to Upload acceptable files in to their Customer Instance of Restaurant365. The FTP Site ser...

Mar 10, 2020 16:14

FTP Site: Setup

This article is part of the FTP Site documentation. Click here for more information on the FTP Site Restaurant365 provides each Customer with a Hosted FTP Site for file imports. AP Invoice and AP Credit Memos can be automatically imported (if in an in...

Mar 10, 2020 16:14

FTP Site: Uploading Files for Import

This article explains how to use the R365 FTP Site to upload AP Invoice, AP Credit Memo and Documents to Process files. Step 1: Add Files When you are ready to import files via FTP, open the FTP folder (or use your preferred FTP Client) and copy/pa...

Mar 10, 2020 16:14

Documents to Process Overview

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. This is different from the EDI proce...

Mar 10, 2020 16:14

Documents to Process: Supported File Types

Documents to Process allows Restaurant365 Users to import various files for immediate processing, or processing at a later time. Acceptable file types include the following: File Sizes All files, no matter what type they are, should be small...

Mar 10, 2020 16:14

Documents to Process: Upload Methods

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice or AP Credit Memo to the system, and then enter the details of the transaction at a later time. The recommended file format for use in D...

Mar 10, 2020 16:14

Documents to Process: Manual Upload

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice or Credit Memo to the system and then enter the details of the transaction at a later time. The recommended file format for use in Docume...

Mar 11, 2020 14:01

Documents to Process: Uploading Files via AP Automation

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. The recommended file format for use ...

Mar 10, 2020 16:15

Documents to Process: Uploading Files via FTP

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. The recommended file format for use in ...

Mar 10, 2020 16:15

Documents to Process: Uploading Files via R365 Mobile App

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. Various Vendors will provide Invoi...

Mar 10, 2020 16:15

Documents to Process: How to Process Uploaded Files

Once documents have been uploaded via any of the Documents to Process Upload Methods, they will be accessible in the Documents to Process list. This list comprises all available Documents to Process that have been imported in to Restaurant365. Currently, D...

Mar 11, 2020 14:53

Documents to Process: Log and Errors

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. The Documents to Process Log, ...

Mar 10, 2020 16:15

AP Imports Overview

AP Transactions can be imported from CSV files in to Restaurant365. Unlike Documents to Process, which requires a User to process the data at a later time, Imported AP Transactions contain all of the transaction details and are ready for review and approv...

Mar 10, 2020 16:15

AP Imports: Manual Importing

AP Transactions can be manually imported in to Restaurant365. Manually importing AP Transactions requires the use of specific import templates. Transactions can be imported by Item, or by Account. Click here for information on EDI Vendor Integrations. ...

Mar 10, 2020 16:15

AP Imports: Missing Items

Missing Items are automatically created in Restaurant365 when an AP Transaction is imported and includes a Vendor Item Number that does not exist. Click here for more information on Importing AP Transactions. The following are scenarios in which a Mis...

Mar 17, 2020 15:11

AP Automation 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...

Mar 10, 2020 16:15

AP Automation: Common Webmail Provider POP Settings

Restaurant365 can monitor a specified Email address via POP3. Click here for more information on AP Automation. Webmail ProviderPOP ServerPOP PortSSL/TLSLink(s) Gmail.com pop.gmail.com 995 Yes https://support.google.com/mail/answer/7104828?authuser...

Mar 10, 2020 16:15

AP Automation: Gmail Settings

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 sen...

Mar 10, 2020 16:15

Vendor Contract Price Verification

Sometimes a Vendor may Invoice a product at a different price than they have contracted with you. In these cases, the system can warn you that a contract violation has occurred. Setting up a contract price for a Vendor item is simple, and once set, the s...

Mar 10, 2020 13:56

EDI Vendor Integration: Overview

Electronic Data Interchange allows Vendors to push transaction details directly in to Restaurant365. The two supported transaction types that can be uploaded and imported in to Restaurant365 are AP Invoice and AP Credit Memo. The upload process can be ac...

May 20, 2020 13:26

EDI Vendor: US Foods

US Foods invoices are delivered via FTP to a dedicated US Foods FTP site hosted by Restaurant365. From this site, the invoices are routed to the destination FTP site (specific to the customer) and ultimately imported in to Restaurant365. As US Foods has ...

Mar 10, 2020 16:27

EDI - AP Invoice Tax Inclusion

AP Transactions can be manually imported in to Restaurant365. Manually importing AP Transactions requires the use of specific import templates. Transactions can be imported by Item, or by Account. Click here for information on EDI Vendor Integrations.

Mar 10, 2020 16:27

Troubleshooting Imports

The following errors may occur when importing data in to Restaurant365. Click here for an Overview of EDI Vendor Integrations. Review error types for troubleshooting tips and steps to error resolution. Date Missing Cause: The Date va...

Mar 10, 2020 16:27

Catering Overview & Security

The Catering Module in Restaurant365 is a complete, integrated, catering solution for you and your organization. Catering managers will be able to track events and their associated payments and tasks, catering representatives and their customer relati...

Jul 09, 2021 15:01

Catering: Catering Settings

This article is part of the Catering Module documentation. Click here for more information on the Catering Module. On the 'Catering Settings' screen, Item Types, Commission Rates, Event Times, Event Types, Sources, and Catering Contracts ...

Jul 09, 2021 15:02

Catering: Contract - Subtotal By

This article is part of the Catering Module documentation. Click here for more information on the Catering Module. Catering Contracts have the ability to be Subtotaled in one of four ways. This option is set in the Catering Settings. Click here for m...

Jul 09, 2021 15:07

Catering: Items

This article is part of the Catering Module documentation. Click here for more information on the Catering Module. Catering Items exist in the Catering Module and are the items that will make up the contents of the Catering Menus and Catering Contracts...

Jul 09, 2021 15:16

Catering: Catering Menus

This article is part of the Catering Module documentation. Click here for more information on the Catering Module. Catering Menus can be created to quickly and easily add Catering Items to Catering Events as well as to produce a formatted Catering Menu...

Jul 09, 2021 15:21

Catering: Sites and Rooms

This article is part of the Catering Module documentation. Click here for more information on the Catering Module. Catering Sites are event sites that are used in Catering Events. Sites also exist within the Scheduling Module. Click here for more in...

Jul 09, 2021 15:22

Catering: Catering Events

This article is part of the Catering Module documentation. Click here for more information on the Catering Module. Catering Events are what drives all activity in the Catering Module. Events are where your Catering Representatives will track catering...

Jul 09, 2021 15:29

Catering: Catering Event Status

This article is part of the Catering Module documentation. Click here for more information on the Catering Module and Catering Events. Event Status The Status of a Catering Event is broken down in to five levels (plus 'Canceled') Pro...

Jul 09, 2021 15:29

Catering: Catering Event Actions

This article is part of the Catering Module documentation. Click here for more information on the Catering Module and Catering Events. The 'Action' menu on the Catering Event record allows a User to perform numerous actions in preparing and...

Jul 09, 2021 15:31

Catering: Segments

This article is part of the Catering Module documentation. Click here for more information on the Catering Module Catering Events have Catering Segments to separate multiple meals / segments throughout the event. These are customizable fields that t...

Jul 09, 2021 15:33

Commissary Overview & Security

The Commissary Module in Restaurant365 makes it easy for Restaurant Locations to create and submit Commissary Orders to a designated Commissary and for that Commissary Location to review and fulfill those Commissary Orders. Additionally, there are th...

Mar 10, 2020 15:41

Commissary: Commissary Template

This article is part of the Commissary Module documentation. Click here for more information on the Commissary Module The Commissary Template is setup by the Commissary Manager or the Accounting Manager and is the template used to create Commissary Or...

Mar 10, 2020 15:41

Commissary: Items

This article is part of the Commissary Module documentation. Click here for more information on the Commissary Module. Only Purchased Items and Recipe Items marked as Commissary Items will be available in the Commissary Module. Click here for informa...

Mar 10, 2020 15:41

Commissary: Commissary Orders

This article is part of the Commissary Module documentation. Click here for more information on the Commissary Module. A Commissary Order form can be created to include the possible items needed for each Location. Ten days before the set delivery...

Mar 10, 2020 15:41

Commissary: Commissary Fulfillment Transaction

This article is part of the Commissary Module documentation. Click here for more information on the Commissary Module. When an order is fulfilled, meaning the commissary has shipped the product and marked the order as fulfilled in the system, a Commis...

Mar 10, 2020 15:41

Commissary: Mass Fulfillment

This article is part of the Commissary Module documentation. Click here for more information on the Commissary Module. Your Commissary can manage all orders at the same time from the Mass Fulfillment screen. This is the main window used by the Commis...

Mar 10, 2020 15:41

Item Costing

Item Costing is a powerful feature in the Operations Module of Restaurant365. This document gives a high level of each type of record you must create / update in order to use the many functions within Item Costing. Setup These five records must ...

Mar 10, 2020 14:04

Adding a New Purchased Item

Items are part of the Inventory section of the Operations module of Restaurant365. There are two ways to add a new Purchased Item in R365: create a new Purchased Item or import new Purchased Item information using the Import Tool. Create a New Purchas...

Mar 10, 2020 14:04

Purchased Item Record

Purchased Items, along with Recipe Items and Sales Items, make up your Inventory in R365. Extra care should be paid when creating these various Inventory Items as they will have a lasting financial impact through the Stock Count and Menu Item to Reci...

Mar 10, 2020 16:12

Vendor Item Record

Vendor Item Records are essential if you plan on automating the AP Process. In order for R365 to automatically import your AP Invoices and update your Inventory Quantities, Vendor Items must be created to represent the relationship between the Purchased I...

Mar 10, 2020 14:04

Unit of Measure

Units of Measure are used throughout Restaurant365 for Inventory, Purchased/Vendor Items, Recipe Costing, Commissary Items, and Catering Item tracking. Units of Measure (U of M) are completely customizable, and you can have as many or as few as you n...

Mar 10, 2020 14:04

Unit of Measure Equivalence

In Restaurant365 there are three base types of Units of Measure (U of M): Weight (Ounces) Volume (Fluid Ounces) Each For each Purchased Item in the system, you will need to identify two units of measure: Purchased (Default Purchase U of M) ...

Mar 10, 2020 14:09

Item Categories

Up to three separate Item Categories can be assigned to each Purchased Item record and are used in various reports to create subtotals or filters. Additionally, Item Categories can be assigned to Recipes that have been marked as 'Available in Inven...

Mar 10, 2020 15:20

Item Locations

Restaurant365 has the ability to store Item Location records which have some of the same fields as the item records but can be further defined for specific locations. When costing information is being loaded for a Location-specific transaction (AP Inv...

Mar 10, 2020 15:30

Recipe Costing

Recipe Costing, like its prerequisite Item Costing, is a powerful feature in the Operations Module of Restaurant365. This document gives a high level of each type of record you must create / update in order to use the many functions within Recipe Costing....

Mar 10, 2020 15:34

Recipe Item Record

Recipe Items, along with Purchased Items and Sales Items, make up your Inventory in R365. Extra care should be paid when creating these various Inventory Items as they will have a lasting financial impact through the Stock Count and Menu Item to Reci...

Mar 10, 2020 15:55

Stock Count Overview

Stock Counts (Inventory Counts) are essential in the Restaurant365 Operations Module. Through the use of Stock Counts, Users can obtain an accurate snapshot of the inventory in their restaurants. A completed Stock Count becomes the Inventory Journal...

Mar 11, 2020 15:14

Stock Counts: Create a Stock Count Template

Stock Count Templates exist in Restaurant365 to create Stock Counts when Inventory is counted. Stock Count Templates can be found in the Inventory section of the Operations Module of Restaurant365, as well as on the R365 Classic App (Black). This arti...

Mar 11, 2020 16:40

Stock Counts: Using Multiple Count U of Ms

Items Available for Inventory (Recipes) have the option of utilizing multiple Count U of Ms for the purpose of Stock Counts. For example, the Purchased Item 'Romaine Hearts' could be counted three different ways: 'Case - 12/3 CT', '...

Mar 12, 2020 12:46

Stock Counts: What Items Are Being Counted on My Stock Count?

Here are the steps to determine if your Items are appearing on your Stock Count Templates (or rather how to determine if you are counting all of your inventory) Step 1: Export your Items list This can be accomplished by navigating to your &#...

Mar 11, 2020 16:27

Stock Count Record

The Stock Count Record is where Stock Counts reside in Restaurant365. Stock Counts are created from Stock Count Templates, either via your Browser or via the R365 Classic App (Black). This article will describe all of the fields that are located on th...

Mar 11, 2020 16:48

Performing a Stock Count via Browser

Stock Counts (Inventory Counts) are essential in the Restaurant365 Operations Module. Through the use of Stock Counts, Users can obtain an accurate snapshot of the inventory in their restaurants. A completed Stock Count becomes the Inventory Journal E...

Mar 11, 2020 17:03

Stock Counts: Performing a Stock Count via Mobile App

Stock counts can be performed on a mobile device using the Restaurant365 Mobile App available for iOS and Andriod devices. Click here for more information on Stock Counts in Restaurant365 or here for more information on how to download and use the ...

Mar 12, 2020 12:50

Stock Count Quantities Report

The Stock Count Quantities report is easily downloadable and enables a User to view the quantities of a given stock count. Upon completing a Stock Count, the User has the option of running a 'Stock Count Quantities Report' from the 'Actio...

Mar 12, 2020 12:52

Purchase Order Overview & Security

The Purchase Order Module in R365 allows Store and Operations Managers to order Purchased Items from any Vendor in the database. There is a Suggestive Quantity aspect to ordering that will suggest the amount of each product to order based on a 'U...

Mar 12, 2020 13:16

Purchase Order Form

This article is part of the Purchase Order Module. Click here for more information and training on Purchase Orders. During the initial setup of the Purchase Order Module, Purchasing Templates are created and set on Schedules. Purchase Order forms...

Mar 12, 2020 14:02

Memorized Purchase Orders

This article is part of the Purchase Order Module. Click here for more information and training on Purchase Orders. Memorized Purchase Orders allows a User to create specific Purchasing Templates for individual Vendors. These Templates can be sc...

Mar 12, 2020 14:43

Invoicing Purchase Orders

This article is part of the Purchase Order Module. Click here for more information and training on Purchase Orders Invoicing a Purchase Order turns the Purchase Order into an AP Invoice for Approval and cost flow. A Purchase Order can be Invoice...

Mar 12, 2020 14:46

Purchasing Assistant: Purchase Orders

This article is part of the Purchase Order Module. Click here for more information and training on Purchase Orders. The Purchasing Assistant is also used in the completion of Shopping Lists. Click here for more information on the Purchasing Assistant: S...

Mar 12, 2020 14:49

Shopping Lists Overview & Security

The Shopping Lists feature is included in the Purchase Order Module and allows Users to combine multiple Purchased Items from multiple Vendors into a single Order Guide for ease of ordering through the R365 Purchasing Assistant. Similar to the Purcha...

Mar 12, 2020 14:56

Shopping List Form

This article is part of the Shopping List Feature in the Purchase Orders Module. Create a Shopping List To create a New Shopping List, hover of the Vendor menu, then the Purchasing sub-menu and select 'New Shopping List'. The Sho...

Mar 12, 2020 15:05

Purchasing Assistant: Shopping Lists

This article is part of the Shopping List Feature in the Purchase Orders Module. The R365 Purchasing Assistant is also used in creating Purchase Orders. Click here for more information on Purchasing Assistant: Purchase Orders. The Purchasing Ass...

Mar 12, 2020 15:10

Entering a Waste Log

Waste Logs allow you to account for Inventory Item Waste. The Waste Log form is very similar to the Item Transfer form. To review existing Waste Log records, open the ‘Inventory Transactions’ list in the Operations module. Enter a Waste Log ...

Mar 12, 2020 15:17

Entering an Item Transfer

The Item Transfer form allows you to record Item Transfers between Locations. This will ensure your Item Inventory levels are adjusted as you transfer items. To create a new Item Transfer, hover over the 'Item' menu and then the 'Transactio...

Mar 12, 2020 15:24

Prep Log

Prep Logs are beneficial in tracking both the cost of individual ingredients and entire Recipe batches. Once a Prep Log is Approved, this will physically update the Usage Per $1000, the Theo On Hand, and the Cost of the Recipe Item. Users who hav...

Mar 12, 2020 15:27

Prep Station

Prep Stations are where items are physically prepped in a Restaurant. Creating definitive stations can help organize Prep sheets, and as Prep reports are ran and Ingredient Lists are pulled, they will be organized by station to assess variances and easily ...

Mar 12, 2020 15:32

Memorized Prep Log

Memorized Prep Logs allow Users to create templates for inputting Prep Logs. While a User can create a single Prep Log, a Memorized Prep Log enables a User to log Prep without having to recreate a new log each time. Create a Memorized Prep Log ...

Mar 12, 2020 15:35

Financial Report Writer

The R365 Financial Report Writer is an added R365 service designed to give you the ability to customize the content, layout, and look and feel of your financial reports. This article will provide an overview of the R365 Financial Report Writer. ...

Mar 13, 2020 08:22

R365 Financial Report Writer: Initial Setup

This article is part of the R365 Financial Report Writer training. Click here for more information on R365 Financial Report Writer. The initial setup of the R365 Financial Report Writer requires the following: Your R365 Sales or CSM representativ...

Mar 13, 2020 08:23

R365 Financial Report Writer: Organizational Structure

This article is part of the R365 Financial Report Writer training. Click here for more information on R365 Financial Report Writer and here for more information on System Preferences. The R365 Financial Report Writer allows you additional reporting ...

Mar 11, 2020 09:51

R365 Financial Report Writer: Building Reports

This article is part of the R365 Financial Report Writer training. Click here for more information on R365 Financial Report Writer. The Ability to Build Reports Only Users with the 'Financial Report Builder' security role will have ...

Mar 12, 2020 16:18

R365 Financial Report Writer: Templates

This article is part of the R365 Financial Report Writer training on Building Reports. Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer. The 'Custom Financial Reports'...

Mar 13, 2020 08:06

R365 Financial Report Writer: Report Rows

This article is part of the R365 Financial Report Writer training on Building Reports. Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer. Default Row Layouts The Default T...

Mar 13, 2020 08:09

R365 Financial Report Writer: Report Columns

This article is part of the R365 Financial Report Writer training on Building Reports. Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer Default Column Layouts The Default...

Mar 13, 2020 08:21

R365 Financial Report Writer: Reports

This article is part of the R365 Financial Report Writer training on Building Reports. Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer. The 'Custom Financial Reports'...

Mar 13, 2020 08:38

R365 Financial Report Writer: Running Reports

This article is part of the R365 Financial Report Writer training. Click here for more information on R365 Financial Report Writer. The R365 Financial Report Writer allows Users with both the Financial Report Builder and the Financial Report Viewer r...

Mar 13, 2020 08:43

R365 Financial Report Writer: Assigning Reports

As a Financial Report Builder, assigning Reports to certain Users enables more security and confidentiality around the reports and templates that are created. Users with the Full Access, User Setup, or the Financial Report Builder Security Role will b...

Mar 13, 2020 08:52

GL Accounts: Parent & 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 Ac...

Jul 23, 2020 15:34

GL Accounts: Operational Reports Category

This article is part of the documentation on the GL Account Record. Click here for more information on GL Accounts. Operational Reports Category is a setting on the GL Account Record for GL Accounts that have a GL Type that appears on the P&L...

Jul 23, 2020 15:52

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