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. Click here to learn more about POS Integration Settings. System Requireme...
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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...
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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...
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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...
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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 ...
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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 ...
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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...
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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...
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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...
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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 ...
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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...
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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.
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 two purposes for Customers: ...
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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...
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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...
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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...
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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...
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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) rather than previous day data. The following provi...
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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...
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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...
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