Access System Preferences to adjust various system-wide settings, including settings related to accounts, locations, email automation, POS integration, and reporting. Any changes made in System Preferences are effective immediately after saving the page.


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Security


The permissions listed here are associated with System Preferences. These permissions can be added to custom user roles or individual users. Learn more about managing permissions and custom user roles here.

System Preference permissions are found in the permission tree as follows:

  • Administration
    • System Setup
      • System Preferences
        • View/Edit Payments Contact
        • View/Edit AP Processing Email Settings
        • View/Edit Organization Structure
        • View/Edit Organization Structure
        • View/Edit System Account Selections
        • View/Edit Miscellaneous Preferences
        • View/Edit Location Additional Info
        • Location Reporting Categories
          • View/Edit Location Reporting Categories
          • Edit Location Category Values
          • Create Location Category Values
          • Delete Location Category Values

The Permission Access report can be used to determine which User Roles or users already have these permissions assigned.


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  1. Hover over Administration in the top ribbon.
    The Administration drop-down appears.
  2. Select Preferences.
    The System Preferences page opens.


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Accounts tab



On the Accounts tab, users can configure accounts to automatically populate account-related fields throughout R365. The values provided in these settings will be used as the default accounts throughout the system. Click here for more information about the Accounts tab.


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Location Reporting Categories tab



System-wide custom reporting categories can be created on this tab, and then assigned on each location record. Click here for more information on Location Reporting Categories.


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Organization Structure tab



This tab is only present when the R365 Financial Report Writer has been enabled for your database. Click here to learn more about Organization Structure and how it relates to the R365 Financial Report Writer.


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AP Processing Email tab



Restaurant365 can monitor a specified email address for automatic imports of AP Transactions. Click here for more information about the AP Processing Email tab.


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Miscellaneous tab



The Miscellaneous tab contains several different settings that will affect multiple features in Restaurant365. Click here for more information about the Miscellaneous tab. Click here to view a specific training related to POS Integration Settings on the Miscellaneous tab.


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Location Additional Info tab



Additional identifiers for your restaurant locations (such as vendor location IDs) can be created on this tab. These identifiers can then be assigned on the Additional Info tab of the Location record. Click here for more information about the Location Additional Info tab.


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Payments tab



The Payments tab displays the status of R365 Payments and which users will be contacted if any issues arise with R365 Payments. Click here to learn more about the Payments tab and R365 Payments.


Note: This tab is available only is R365 Payments is enabled. Click here to learn more about R365 Payments.


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