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