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...
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 ...
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...
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. ...
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. ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 ...
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...
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...
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...
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...
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 ...
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 ...
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...
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...
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...
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...
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&...
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...
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...
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...
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 ...
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...
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. ...
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...
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...
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...
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...
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...
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 -...
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...
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...
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...
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...
08:42

Smart Ops Release: Employees List

This article reviews the Employees page within Smart Ops. If Workforce is enabled, please refer to the Workforce Employees page.  The Employees list in the Smart Ops Release stores all Employee forms and provides a quick view into Employee details...
09:53

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. Eac...
11:54

Smart Ops Employee Records: Overview

This article is part of the Employees page in Smart Ops.  For more information on the layout and features of the Employee Record within Workforce, please refer to the Workforce Employee Record article. For more information on the layout and features o...
15:24

Employee Records: Basic Info Tab

This article covers the Basic Info tab, which is part of the Employee Records in Smart Ops.  For more information on the layout and features for the Basic Info tab for the Employee Record within Workforce, please refer to the Workforce Employee Record: B...
16:35

Employee Records: Employment Tab

This article covers the Employment tab, which is part of Employee Records in Smart Ops.  For more information on the layout and features for the Employment tab within Workforce, please refer to the Workforce Employee Record: Employment tab article.  ...
09:53

Employee Records: Time Tab

This article covers the Time tab, which is part of Employee Records in Smart Ops.  For more information on the layout and features of the Time tab within Workforce, please refer to the Workforce Employee Record: Time Tab article   The Time tab consists...
11:00

Employee Records: Schedule Tab

This article covers the Schedule tab, which is part of Smart Ops Employee Records, as well as Workforce Employee Records. The Schedule tab consists of the 'Availability' section, which lists the employee's weekly availability. This informat...
15:54

Employee Records: Notes Tab

This article covers the 'Notes' tab, which is part of Smart Ops Employee Records, as well as Workforce Employee Records. The 'Notes' tab consists of the 'Log Entries' section, which lists all Log Entries where the employee wa...
15:53

Employee Record: Creating Employee Notes

The Notes tab of the Employee Record lists all Log Entries where the Employee was tagged. Employee Notes can be for a variety of reasons, such as 'No Show', 'Late for Shift', 'Exceptional Service', and more.  Note: When the New Ma...
13:39

Employee Records: Integrations Tab

This article covers the Integrations tab, which is part of Smart Ops employee records, as well as Workforce employee records. The Integrations tab consists of the 'Integration IDs' section, which displays all the locations where this employee r...
15:33

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...
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...
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...
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 ...
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...
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 ...
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...
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...
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...
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 ...
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...
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...
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 ...
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...
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...
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...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 recor...
12:01

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 &...
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...
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...
20:55

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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 Emp...
16:10

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...
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...
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...
10:27

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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 ...
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...
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. ...
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...
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...
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...
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 ...
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 ...
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: ...
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...
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...
16:45

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...
12:16

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...
09:01

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...
10:56

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...
16:16

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...
08:02

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...
10:41

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...
16:09

Tip Automation: Withholding Credit Card Tips for CC Processing Fees

This article reviews the Merchant Discount setting within Tip Automation rules.  Note: The Merchant Discount setting is in beta. Please contact your CSM to learn more. Article Topics: Overview Calculations Credit Card Tip Withholding in the POS...
14:33

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...
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 ...
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...
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 ...
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. ...
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...
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 ...
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 ...
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...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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?' ...
11:15