Users & Security : Support Center

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Frequently Asked Questions

General FAQs 31

Accounting FAQs 61

Inventory FAQs 12

Labor FAQs 7

Reporting FAQs 18

R365 Hire FAQs 18

Workforce FAQs 1

Restaurant365's Post Covid-19 Tool Kit 8

Release Notes

Product Release Notes 21

Getting Started

Operations Onboarding 8

Accounting Onboarding 9

System Setup 19

Legal Entities & Locations 13

Users & Security 29

Reporting Setup 12

Beginning Balances 3

Training by Role 3

General 28

Exporting Data from QuickBooks® 9

Adoption Journey

Building Great Habits 9

Maintaining and Analyzing Data 3

Accounts Payable

AP Center 5

Vendors 5

AP Transactions 4

Memorized AP Transactions 1

Payment Runs 8

Documents to Process 15

AP Invoices 16

AP Imports & AP Automation 7

R365 Payments Service 14

Printing Checks & Check Runs 8

Accounting

Accounting Onboarding Resources 5

Accounts Receivable 11

General Ledger 22

Banking 25

Bank Accounts & Checks 10

Budgeting 7

Daily Sales Summary 14

Fixed Assets 17

Workflows 6

Year End 4

Journal Entries 11

Operations

Operations Onboarding Resources 2

Smart Ops General 15

Purchased Items 34

Vendor Items and Orders 17

Recipes 9

Inventory Counts 22

Waste and Donation Logs 9

Item Transfers 5

AP Invoices and Credit Memos 13

Task Management 8

Daily Sales 17

Forecasting 18

Manager Log 9

Commissary 16

Prep Logs 5

Labor and Scheduling

Scheduling 17

Team 8

Employees 20

Manager Tools 7

Labor Admin 19

Tip Automation 8

PTO Accruals 10

R365 Mobile

R365 Red App General 18

Scheduling: Manager Training 3

Scheduling: Employee Training 12

Food 17

Manager Log 3

Accounts Payable 3

My Pay 3

Workforce and Hire

Workforce General & Setup 22

Workforce Taxes 2

Workforce Payroll 20

Workforce Paycheck Runs 5

Workforce Team 23

Workforce Employee Self Service 3

Workforce End Of Year 3

Hire Recruiting Module 35

Hire Onboarding Module 24

Reports and Dashboards

Dashboards 10

R365 Intelligence 23

Ad Hoc Reports 7

Custom Financial Reports 16

Reporting - Financial 2

Financial Reports 33

Banking Reports 13

Vendors Reports 14

Customers Reports 3

Sales Reports 14

Reporting - Operations 8

Operational Analysis Reports 18

Purchased and Inventory Reports 28

Recipe and Theoretical Reports 3

Labor Reports 35

Commissary Reports 8

Workforce Reports 22

Integration Documentation

POS Integration 27

POS Systems 3

EDI 8

FTP Site 4

R365 API 3

PAR Brink POS Integration 6

Other Integrations 1

APS Payroll

General 19

Employee Console 5

Payroll Console 4

Human Resources Console 15

Payroll Reporting Console 9

APS Payroll: Year-End Procedures 10

Restaurant365 Certifications

Overview 1

Other Articles

Franchising 6

Catering 14

Catering Reports 5

Classic Manager Log 12

Channel Partners 8

Advantage Migration 3

Webinars 1

System-Wide Updates 8

Reference Only 21

Users & Security

Outbound Emails

To set up Outbound Emails, Users can either choose to have these emails come from an R365 no-reply email address or ...

Aug 02, 2023 09:39

User Records: Email Settings Tab

This article reviews the 'Email Settings' tab of User Records Various functions within Restaurant365 all...

Aug 02, 2023 09:39

Email Settings: Common Webmail Provider SMTP Settings

Various functions within Restaurant365 allow the User to email different records or transaction links directly from ...

Oct 22, 2021 12:27

Security & Permissions: Authentication (MFA)

This article reviews the Authentication tab of the Security & Permissions page. Here, Users can configure the gl...

Sep 19, 2023 16:34

User Records: Security Tab (MFA)

This article covers the Security tab for User Records. Here, Users can configure the Multi-Factor Authentication (MF...

Sep 19, 2023 16:33

Multi-Factor Authentication Method Enrollments

This article reviews managing Multi-Factor Authentication Method Enrollments for Users. MFA Method Initial C...

Sep 19, 2023 15:26

User Impersonation

This article reviews the User Impersonation feature. User Impersonation is used to verify a specific User's perm...

Apr 04, 2023 15:49

User Deactivation Checklist

This article reviews the checklist to reference before deactivating a User. Sometimes, a User set to be deactiv...

Apr 20, 2023 14:19

Security & Permissions: Auto Log Out

This article reviews the Auto Log Out tab of the Security & Permissions page. The Auto Log Out tab con...

Jun 05, 2023 10:11

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