System Setup 14

• Setup Assistant
• Theme Builder
• Fiscal Period/Year Setup
• System Preferences Overview
• System Preferences: Accounts

View all 14

Locations & Vendors 12

• Location Record
• Vendor Record
• Add a New Location
• Add a Location Logo
• Vendor Merge

View all 12

Users & Security 10

• User Setup, Security, and Location Access
• Security Role Descriptions
• Email Settings Overview
• Email Settings: Common Webmail Provider SMTP Settings
• Password Policy

View all 10

Employees & Team Members 7

• Employee Setup
• Employee Record
• Employees: POS Employee Records
• Employees: Merge Employee Records
• Employees: Employee App Access

View all 7

General 12

• R365 Support
• R365 Academy Overview
• Working with List Views
• Upload File
• Using Restaurant365 in Other Languages

View all 12

Frequently Asked Questions 4

• What's the difference between the Mobile Apps, and which should I use for my tablet?
• How do I onboard new Employees?
• Why aren't my invoices being entered by the AP Capture Team?
• How do I leave a note for the AP Capture Team?

Accounts Payable 6

• AP Invoice Form
• Mass Invoice Entry
• Memorized AP Transactions
• AP Credit Memo
• R365 AP Capture Overview

View all 6

POS Integration 17

• POS Integration Overview
• Sales Accounts Overview
• Payment Type Accounts Overview
• POS Integration Whitelisted URLs & IP Addresses
• Menu Items & Menu Item Links

View all 17

Daily Sales Summary 8

• Daily Sales Summary for the Restaurant Manager
• DSS Re-Import
• Manually Delete a DSS
• Troubleshooting Missing and Out of Balance Daily Sales Summary
• DSS: Paid Outs

View all 8

FTP Site 3

• FTP Site Overview
• FTP Site: Setup
• FTP Site: Uploading Files for Import

Documents to Process 9

• Documents to Process Overview
• Documents to Process: Supported File Types
• Documents to Process: Upload Methods
• Documents to Process: Manual Upload
• Documents to Process: Uploading Files via AP Automation

View all 9

AP Imports & AP Automation 7

• AP Imports Overview
• AP Imports: Manual Importing
• AP Imports: Missing Items
• AP Automation Overview
• AP Automation: Common Webmail Provider POP Settings

View all 7

EDI 4

• EDI Vendor Integration: Overview
• EDI Vendor: US Foods
• EDI - AP Invoice Tax Inclusion
• Troubleshooting Imports

Catering 14

• Catering Overview & Security
• Catering: Catering Settings
• Catering: Contract - Subtotal By
• Catering: Items
• Catering: Catering Menus

View all 14

Commissary 6

• Commissary Overview & Security
• Commissary: Commissary Template
• Commissary: Items
• Commissary: Commissary Orders
• Commissary: Commissary Fulfillment Transaction

View all 6

Inventory 19

• Item Costing
• Adding a New Purchased Item
• Purchased Item Record
• Vendor Item Record
• Unit of Measure

View all 19

Stock Counts 8

• Stock Count Overview
• Stock Counts: Create a Stock Count Template
• Stock Counts: Using Multiple Count U of Ms
• Stock Counts: What Items Are Being Counted on My Stock Count?
• Stock Count Record

View all 8

Purchase Orders & Shopping Lists 8

• Purchase Order Overview & Security
• Purchase Order Form
• Memorized Purchase Orders
• Invoicing Purchase Orders
• Purchasing Assistant: Purchase Orders

View all 8

Prep Logs, Waste Logs & Item Transfers 5

• Entering a Waste Log
• Entering an Item Transfer
• Prep Log
• Prep Station
• Memorized Prep Log

R365 Financial Report Writer 10

• Financial Report Writer
• R365 Financial Report Writer: Initial Setup
• R365 Financial Report Writer: Organizational Structure
• R365 Financial Report Writer: Building Reports
• R365 Financial Report Writer: Templates

View all 10

GL Accounts 2

• GL Accounts: Parent & Child Accounts
• GL Accounts: Operational Reports Category

Scheduling 26

• Scheduling Overview & Security
• Scheduling: Schedule Calendar
• Schedule Calendar: Publish, Unpublish, and Alert Employees
• Scheduling: Shifts
• Schedule Calendar: Scheduling Templates

View all 26

Scheduling: Employee Training 7

• Scheduling for Employees Overview
• R365 Red App
• Logging in to the R365 Red App
• R365 Red App: Viewing the Schedule and Your Upcoming Shifts
• R365 Red App: Making Schedule Requests (Trade / Offer / Claim / Time Off)

View all 7

Custom Forecasting 6

• Custom Sales Forecasting: Overview & Security
• Custom Sales Forecasting: Customizing a Forecast
• Custom Sales Forecasting: Tagging Outlier Days
• Custom Labor Forecasting: Overview & Security
• Custom Labor Forecasting: Labor Matrix Setup

View all 6

Dashboards 10

• Smart Ops Release: Operations Dashboard
• Smart Ops Release: Labor Dashboard
• Labor Dashboard: Saved Views
• Financial Dashboard Overview & Security
• Financial Dashboard: Dashboard Widgets

View all 10

R365 Intelligence 23

• R365 Intelligence: Overview & Security
• R365 Intelligence Glossary
• R365 Intelligence: Dashboard Views
• R365 Intelligence: Creating a Dashboard
• R365 Intelligence: Editing Dashboards

View all 23

Ad Hoc Reports 7

• Dashboard & Ad Hoc Reporting Overview
• Ad Hoc Elements
• Ad Hoc Reports: Table Elements
• Ad Hoc Reports: Chart Elements
• Ad Hoc Reports: Crosstab Elements

View all 7

Custom Financial Reports 16

• Custom Financial Reports: Writer Overview and Security
• R365 Custom Financial Reports Writer: Initial Setup
• R365 Custom Financial Reports Writer: Organizational Structure
• R365 Custom Financial Reports Writer: Building Reports
• R365 Custom Financial Reports Writer: Templates

View all 16

Reporting - Financial 2

• ComData Export Report
• Key Accounting Reports

Financial Reports 33

• Financial Reports Overview
• Account Balance by Location
• Account Balance by Location Export
• Account Trx Summary by Location Export
• AP Accrual

View all 33

Banking Reports 13

• Banking Reports Overview
• ACH Export
• Adjusted Cash Balance
• Bank to GL Reconciliation
• Check

View all 13

Vendors Reports 14

• Vendors Reports Overview
• 1096 Prep
• 1096 Printable Form
• 1099 Export
• 1099 Review

View all 14

Customers Reports 3

• Customers Reports Overview
• AR Aging
• Customer Statement

Sales Reports 14

• Sales Reports Overview
• Avg Gross Sales by Hour
• Avg Gross Sales Ticket Count
• Forecast Report
• Forecast Download Report

View all 14

Reporting - Operations 8

• Key Operations Reports
• Key Labor Reports
• Actual vs Theoretical Analysis – Troubleshooting Variances
• Restaurant Operational Reports List
• Comparable Stores

View all 8

Operational Analysis Reports 18

• Operational Analysis Reports Overview
• Employees vs Guest Count Chart
• Flash Report
• Flash Report - Advanced
• Location Comparison

View all 18

Purchased and Inventory Reports 28

• Purchased and Inventory Reports Overview
• Above-Store Actual vs Theoretical Analysis
• Actual vs Theoretical Analysis
• AP Invoice Distribution
• COGS Allotment

View all 28

Recipe and Theoretical Reports 3

• Recipe and Theoretical Reports Overview
• Prep History
• Prep Sheet

Labor Reports 35

• Labor Reports Overview
• Academy Progress Report
• ADP Alternate Export
• ADP Workforce Export
• Daily Roster Report

View all 35

Commissary Reports 8

• Commissary Reports Overview
• Commissary Forecast
• Commissary Order History
• Commissary Order History by Category
• Commissary Order History by Item

View all 8

Workforce Reports 22

• My Reports: Workforce Overview
• Workforce Reports: Overview
• Workforce Reports: Unverified TIN Report
• Workforce R365 Payroll: Unpayable Employees Report
• Workforce Payroll Preview Report

View all 22

Report Role Setup 11

• My Reports Overview
• My Reports: Report Roles Setup
• My Reports: Creating Report Roles
• My Report: Assigning Report Roles
• My Reports: Using 'My Reports'

View all 11

Commissary Reports 4

• Commissary Reports Overview
• Commissary Forecast
• Commissary Order History
• Consolidated Production

Financial Reports 14

• Financial Reports Overview
• Account Balance by Location Export
• Account Trx Summary by Location Export
• Balance Sheet
• Balance Sheet - Layout Format

View all 14

Labor Reports 22

• Labor Reports Overview
• Academy Progress Report
• ADP Alternate Export
• ADP Workforce Export
• Daily Roster Report

View all 22

Operational Analysis Reports 12

• Operational Analysis Reports Overview
• Employees vs Guest Count Chart
• Flash Report
• Flash Report - Advanced
• Location Comparison

View all 12

Purchased & Inventory Reports 29

• Purchased and Inventory Reports Overview
• Actual vs Theoretical Analysis
• Actual vs Theoretical Lite
• AP Invoice Distribution
• COGS Allotment

View all 29

Recipe & Theoretical 3

• Recipe and Theoretical Reports Overview
• Prep History
• Prep Log

Sales Reports 10

• Sales Reports Overview
• Avg Gross Sales by Hour
• Avg Gross Sales Ticket Count
• Menu Item Analysis
• Menu Price Analysis

View all 10

POS Systems 2

• POS Data Export – File Guide
• POS New Build Request Form

R365 API 2

• R365 API Connector
• R365 OData Connector