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