---
title: "Admin"
slug: "admin"
description: "Overview of the Admin section in R365 Training, covering roles, users, training assets, learning tracks, and settings."
updated: 2025-08-29T16:33:01Z
published: 2025-08-29T16:33:01Z
canonical: "docs.restaurant365.com/admin"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Admin

The Admin module contains configuration pages and admin tools across all enabled R365 applications.

---

## Security

Users who have permission to access one or more pages within the Admin module will have access to the Admin module. Only pages that the user has permissions for will be displayed.

---

## Navigation

The Admin module is found at the bottom of the left rail.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X5OEHXR3.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A15%3A48Z&se=2026-11-06T23%3A15%3A48Z&sr=c&sp=r&sig=er0iy5AB6FJ893DNC5Mpm917Dl%2BOxjOoF%2Bul7lrPLpE%3D)

---

## Admin Categories

The pages within the Admin module are organized into the following categories:

### Accounting

> When implementing Restaurant365, [beginning balance transactions](/doc/docs/entering-beginning-balance-transactions) for GL balances, open AP transactions, open AR transactions, and unreconciled bank transactions must be entered. The majority of beginning balance items will be imported during the implementation process and should be dated prior to the accounting go-live date. However, after go-live, additional discrepancies may be identified that may require additional beginning balance transactions.

| Page/Tool | Description |
| --- | --- |
| Allocation Templates | Opens the [GL Allocation Templates page](/doc/docs/gl-allocation-templates-overview-security). |
| AP Credit Memo | Opens a blank **beginning balance** [AP credit memo record](/doc/docs/ap-credit-memo) in a new tab. |
| AP Invoice | Opens a blank **beginning balance** [AP invoice record](/doc/docs/ap-invoice-record) in a new tab. |
| AP Payment | Opens a blank **beginning balance** [AP payment record](/doc/docs/ap-payment-record) in a new tab. |
| AR Credit Memo | Opens a blank **beginning balance** [AR credit memo record](/doc/docs/ar-credit-memo) in a new tab. |
| AR Invoice | Opens a blank **beginning balance** [AR invoice record](/doc/docs/ar-invoice) in a new tab. |
| AR Payment | Opens a blank **beginning balance** [AR payment record](/doc/docs/ar-payment) in a new tab. |
| Bank Deposit | Opens a blank **beginning balance** [bank deposit record](/doc/docs/bank-deposit) in a new tab. |
| Bank Withdrawal | Opens a blank **beginning balance** [bank withdrawal record](/doc/docs/bank-expense) in a new tab. |
| Journal Entry | Opens a blank **beginning balance** [journal entry record](/doc/docs/journal-entry-record) in a new tab. |
| Docs to Process Log | Opens the [Docs to Process Log page](/doc/docs/docs-to-process-log). |
| Fiscal Period Maintenance | Opens the [Fiscal Period Maintenance](/doc/docs/advanced-close-fiscal-year) page in a new tab. |
| Fiscal Years | Opens the [Fiscal Years page](/doc/docs/fiscal-years-page). |
| GL Export | Opens the [GL Export tool](/doc/docs/gl-export-tool). |
| GL Types | Opens the [GL Types page](/doc/docs/gl-types-page). |
| Payment Terms | Opens the Payment Terms page. |
| Preset Allocations | Opens the [Preset Allocations page](/doc/docs/preset-allocations-overview-security). |
| Workflow Setup | Opens the [Workflow Payroll Setup page](/doc/docs/workflows-setup) in a new tab. |

### Import

| Page/Tool | Description |
| --- | --- |
| Import | Opens the [Import tool](/doc/docs/import-tool). |
| Radar Import | Opens the [Radar Imports page](/doc/docs/radar-to-r365-accounting-import). |

### Integrations

| Page/Tool | Description |
| --- | --- |
| Integrations | Opens the [Integrations page](/doc/docs/integrations-menu). |
| Mapping Tool | Opens the [POS Mapping tool](/doc/docs/pos-mapping-tool). |

### Inventory

| Page/Tool | Description |
| --- | --- |
| Food Types | Opens the [Food Types page](/doc/docs/food-types). |
| Units of Measure | Opens the [Units of Measure page](/doc/docs/units-of-measure-list). |

### Locations & Legal Entities

| Page/Tool | Description |
| --- | --- |
| Company Tax Profile | Opens the [R365 Payroll Company Tax Profile page](/doc/docs/workforce-settings-company-tax-profile). |
| Legal Entities | Opens the Legal Entities page. |
| Locations | Opens the Locations page. |
| Location Groups | Opens the [Location Groups page](/doc/docs/location-groups-overview) in a new tab. |
| Location POS Groups | Opens the Location POS Groups page. |
| Payroll Locations | Opens the [R365 Payroll Locations page](/doc/docs/workforce-locations). |

### Manager Log

| Page/Tool | Description |
| --- | --- |
| Logbooks | Opens the [R365 Payroll Company Tax Profile page](/doc/docs/workforce-settings-company-tax-profile). |

### Payroll

| Page/Tool | Description |
| --- | --- |
| Account | Opens the [R365 Payroll Account page](/doc/docs/workforce-settings-account-page). |
| Departments | Opens the [R365 Payroll Departments page](/doc/docs/workforce-departments). |
| GL Account Mapping | Opens the [R365 Payroll GL Account Mapping page](/doc/docs/workforce-settings-gl-account-mapping). |
| Policies | Opens the [R365 Payroll Policies page.](/doc/docs/workforce-policies) |
| Workers comp | Opens the [R365 Payroll Workers Comp page](/doc/docs/workforce-workers-comp-overview). |

### Sales & Forecasting

| Page/Tool | Description |
| --- | --- |
| Paid Out Types | Opens the Paid Out Types page. |
| Payment Type Accounts | Opens the Payment Type Accounts page. |
| POS Connect Installer | Opens the [POS Connect Installer tool](/doc/docs/using-the-r365-connect-installer). |
| Repoll DSS’s | Opens the [Repoll DSS tool](/doc/docs/dss-re-import) in a new tab. |
| Sales Accounts | Opens the Sales Accounts page. |

### System Setup

| Page/Tool | Description |
| --- | --- |
| Autonumbering | Opens the [Autonumbering page](/doc/docs/autonumbering). |
| Custom Fields | Opens the [Custom Fields configuration page](/doc/docs/custom-fields). |
| System Preferences | Opens the [System Preferences page](/doc/docs/preferences) in a new tab. |
| Setup Assistant | Opens the [Setup Assistant page](/doc/docs/r365-setup-assistant). |
| Start of Day | Opens the [Start of Day page](/doc/docs/start-of-day-overview). |
| To Do Checklist | Opens the To Do Checklist page. |

### Users & Security

| Page/Tool | Description |
| --- | --- |
| Audit Center | Opens the Audit Center page in a new tab. |
| Audit Log | Opens the [Audit Log page](/doc/docs/event-audit-log) in a new tab. |
| Mass Role Update | Opens the [Mass Role Update tool](/doc/docs/mass-role-update) in a new tab. |
| New User | Opens a blank [user record](/doc/docs/user-record) in a new tab. |
| Security & Permissions | Opens the [Security & Permissions page](/doc/docs/security-permissions) in a new tab. |
| Single Sign On (SSO) | Opens the [Single Sign On page](/doc/docs/single-sign-on-sso). |
| Users | Opens the [Users page](/doc/docs/users-page) in a new tab. |

### Workforce

| Page/Tool | Description |
| --- | --- |
| Labor Rules | Opens the [Labor Rules page](/doc/docs/admin-page). |
| Onboarding | Opens the [R365 Payroll Onboarding page](/doc/docs/onboarding). |