My Tasks : Support Center

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Frequently Asked Questions

General FAQs 32

Accounting FAQs 62

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 1

Getting Started

Operations Onboarding 8

Accounting Onboarding 9

System Setup 19

Legal Entities & Locations 13

Users & Security 31

Reporting Setup 12

Beginning Balances 3

Training by Role 3

General 29

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 17

AP Invoices 16

AP Imports & AP Automation 7

R365 Payments Service 19

Printing Checks & Check Runs 8

Accounting

Accounts Receivable 11

General Ledger 22

Banking 25

Bank Accounts & Checks 10

Budgeting 7

Fixed Assets 17

Workflows 6

Journal Entries 11

Labor and Scheduling

Scheduling 17

Team 11

Manager Tools 9

Labor Admin 23

PTO Accruals 10

Employees 33

R365 Mobile

R365 Red App General 18

Scheduling: Manager Training 3

Scheduling: Employee Training 12

Food 17

My Tasks 5

Manager Log 3

My Pay 3

Workforce and Hire

Workforce General & Setup 21

Workforce Taxes 2

Workforce Payroll 17

Workforce Paycheck Runs 5

Workforce Team 9

Workforce Employee Self Service 3

Hire Recruiting Module 34

Hire Onboarding Module 23

Operations

Smart Ops General 14

Purchased Items 36

Vendor Items and Orders 19

Recipes 9

Inventory Counts 22

Waste and Donation Logs 9

Item Transfers 9

AP Invoices and Credit Memos 15

Task Management 15

Forecasting 13

Manager Log 9

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 18

Employee Console 5

Payroll Console 4

Human Resources Console 15

Payroll Reporting Console 9

Restaurant365 Certifications

Overview 1

Other Articles

Franchising 6

Catering 14

Catering Reports 5

Classic Manager Log 12

Channel Partners 8

Workforce End Of Year 3

Workforce I-9s 2

APS Payroll: Year-End Procedures 10

Legacy Forecasting 8

Accounting Onboarding Resources 5

Accounting Year End 4

Operations Onboarding Resources 2

Accounting Daily Sales Summary 14

Ops Daily Sales 17

Commissary 16

Reporting - Financial 2

Accounts Payable 3

Prep Logs 5

Tip Automation 9

Advantage Migration 3

Reference Only 47

System-Wide Updates 8

Webinars 1

Reports and Dashboards

Dashboards 11

R365 Intelligence 28

Ad Hoc Reports 7

Custom Financial Reports 16

Financial Reports 36

Banking Reports 13

Vendors Reports 14

Customers Reports 3

Sales Reports 15

Reporting - Operations 8

Operational Analysis Reports 19

Purchased and Inventory Reports 28

Recipe and Theoretical Reports 3

Labor Reports 36

Commissary Reports 8

Workforce Reports 25

My Tasks

R365 App My Tasks

My Tasks is the mobile version of Task Management. Users can access the same guide tasks that can be accessed f...

Sep 06, 2024 09:38

Mobile Guide Tasks

When My Tasks is opened, the screen will open to the Guide tasks section. The Guide sections of My Tasks shows users...

Sep 06, 2024 09:46

Mobile Request Tasks

The Requests tasks section lists all tasks related to schedule and transfer requests. Requests tasks are automatical...

Sep 06, 2024 09:50

Mobile Upcoming Tasks

The Upcoming tasks section lists all tasks that are due in the near future. These are tasks that are open and availa...

Sep 06, 2024 09:54

Complete a Mobile Task

This article is part of My Tasks and covers completing a task via mobile. Most tasks can be completed from the ...

Sep 06, 2024 10:04

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