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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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 and can be accessed and updated by a User with the Accounting Manager Primary Security Role and User Setup Secondary Security Role. The following...
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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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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 easy for your Organization. Each Vendor follows a unique process when integrating with R365.  Learn how to integrate a Vendor with your database by contacting yo...
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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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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 ...
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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 ...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Documentation Updates - Q3 2022

View new and updated documentation updates for a quick look into recent changes in R365!   Type Release Date Title Description Update 8/30/22 Forecasting: Daily Forecast The layout of the Daily Forecasting tab has been changed to include a list...
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Documentation Updates - Q2 2022

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description New 6/30/22 AP Center: Overview & Security The AP Center makes AP processing easier by gathering all of the AP ...
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Documentation Updates - Q1 2022

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 02/16/2022 Schedule: Schedule Writeback This feature is available for those who use Aloha as their POS Sy...
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Documentation Updates - Q4 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 12/16/2021 1096 Prep Ready for Year End? No worries – we have you covered! Check out these reports to he...
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Documentation Updates - Q3 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 9/30/2021 My Reports: Send, Export, and Print Reports All of 'My Reports' can be emailed, expor...
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Documentation Updates - Q2 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description New 6/23/2021 Enabling Automatic Updates to the R365 Red App Are you finding that mobile updates are released to ...
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Documentation Updates - Q1 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 03/03/2021 My Reports: Send, Export, or Print Reports Twenty reports now have the advanced functionality o...
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Documentation Updates - 2020

View new and updated documentation updates for a quick look into recent changes in R365!  Q4 2020 Type Release Date Title Description Update 12/17/2020 Security Role Descriptions Users with the Secondary Role 'Payroll Clerk' ...
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Documentation Updates - 2019

New and updated Support Articles will be listed here for a quick look into recent changes in our software! Review the listing below to see what you may have missed. Q4 2019 Type Release Date Title Description Update 12/31/2019 DSS R...
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R365 Support Email Policy Updates - Q4 2019

In an effort to improve the R365 Support experience, and get our Customers answers as soon as possible, starting December 1, 2019, customers will no longer be able to create new Support cases (tickets) by emailing support@restaurant365.com or support@resta...
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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...
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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 ...
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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...
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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. ...
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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. ...
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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...
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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 ...
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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...
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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. ...
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R365 Financial Report 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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 f...
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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...
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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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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 ...
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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...
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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...
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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...
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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...
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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...
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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...
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Reference Only - Legacy Report Roles Setup

This article is for reference only. It contains the documentation for the legacy Report Roles Setup page that has been deprecated. This article was retired on 6/1/2022. To learn more about the current Reports Roles Setup page, see the My Reports: Repor...
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Reference Only - Legacy Password Policy

This article is for reference only. It contains the documentation for the legacy Password Policy page that has been deprecated. This article was retired on 6/1/2022. To learn more about the current Passwords page, see the Secutiry & Permissions: Pa...
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Reference Only - Legacy Smart Ops Employee Form

The Smart Ops Employee Form was updated with a new layout in August 2022. The article below is for reference only and outlines the features of the previous Employee Form layout.  View current documentation for the Employee Form here. Smart Ops Releas...
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