--- title: "Mapping Tool Page" slug: "mapping-tool-page" description: "Mapping Tool page reference: POS Accounts tab layout and Rules tab structure explained." updated: 2026-06-30T03:14:40Z published: 2026-06-30T03:14:40Z canonical: "docs.restaurant365.com/mapping-tool-page" stale: true --- > ## 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. # Mapping Tool Page The [Mapping tool](/doc/docs/pos-mapping-tool) contains the mapping for POS Accounts and Payroll Accounts. From this page, users can: - [Open the Payroll Account Mapping Details](/doc/docs/payroll-account-mapping-details) - View the [POS Account Rule Window](/doc/docs/pos-account-rule-window) - [Create or Edit a Rule](/doc/docs/pos-mapping-tool-create-and-edit-a-rule) - [Run a Rule](/doc/docs/pos-mapping-tool-run-a-rule) - [Manage POS Accounts](/doc/docs/pos-mapping-tool-manage-pos-accounts) - [Map Payroll Accounts](/doc/docs/map-payroll-accounts) - [Edit Payroll Accounts](/doc/docs/edit-payroll-account-mapping) --- ## Security - Users with the following Permission will be able to access the Mapping Tool: - Administration → Mapping Tool→ POS Management → View/Edit POS Mapping Tool > [!NOTE] > Users must be assigned access to ‘All Locations’ on the [Location tab](/doc/docs/user-record-locations-tab) of the user record to access the Mapping Tool. - Users must have the following permission to view the Payroll Accounts tab: - Administration → Mapping Tool → GL Mapping → View Payroll GL Mapping - Users must have the following permission to edit the Payroll Account Mapping Details. - Administration → Mapping Tool → GL Mapping → Edit Payroll GL Mapping > Users without access to all active payroll locations cannot edit, but can view payroll mapping. - Users must have the following permission to view restricted GL Accounts used in mapping: - General Ledger → GL Accounts → Access Restricted GL Accounts > Users without this permission will see ‘Restricted GL Account’ in place of the GL name and number. These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****Navigation Steps**** 1. Open the **Admin** application. 2. Expand the **Integrations** category**.** 3. Click **Mapping Tool.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OCXRF9DA.png?sv=2026-02-06&spr=https&st=2026-11-13T23%3A07%3A15Z&se=2026-11-14T00%3A07%3A15Z&sr=c&sp=r&sig=p2Ghft48qv%2FTwfmNVdZm84kUm4WQn5limtbVjUEZMT0%3D) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-13T23%3A07%3A15Z&se=2026-11-14T00%3A07%3A15Z&sr=c&sp=r&sig=p2Ghft48qv%2FTwfmNVdZm84kUm4WQn5limtbVjUEZMT0%3D) --- ## Return to Classic View The POS Mapping Tool page displays the updated grid by default. T The Classic View of this page can be enabled by clicking the **Classic View toggle** in the right corner of the page. When this toggle is **on**, the classic POS Mapping Tool grid is shown. When this toggle is **off**, the updated POS Mapping Tool grid is shown. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A73TL4GQ.png?sv=2026-02-06&spr=https&st=2026-11-13T23%3A07%3A15Z&se=2026-11-14T00%3A07%3A15Z&sr=c&sp=r&sig=p2Ghft48qv%2FTwfmNVdZm84kUm4WQn5limtbVjUEZMT0%3D) --- ## POS Accounts Tab The POS Accounts tab lists all POS Account records saved in R365 and provides a quick view into their account details. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LDFROBXE.png?sv=2026-02-06&spr=https&st=2026-11-13T23%3A07%3A15Z&se=2026-11-14T00%3A07%3A15Z&sr=c&sp=r&sig=p2Ghft48qv%2FTwfmNVdZm84kUm4WQn5limtbVjUEZMT0%3D) | | **Field** | **Description** | | --- | --- | --- | | **1** | Tab Selector | Switches between the Mapping Tool tabs. | | **2** | Classic View Toggle | Toggles on or off the Classic View of the POS Mapping Tool. Read about [returning to classic view.](/doc/docs/mapping-tool-page#view-the-classic-page) | | **3** | Views | Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about [managing table views](/doc/docs/manage-table-views). The POS Accounts tab has the following system-created views: - Unmapped - Sales - Payment - Job - Paid Out | | **4** | Table Actions | - **Search** - Filters the table for the entered text. - **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png?sv=2026-02-06&spr=https&st=2026-11-13T23%3A07%3A15Z&se=2026-11-14T00%3A07%3A15Z&sr=c&sp=r&sig=p2Ghft48qv%2FTwfmNVdZm84kUm4WQn5limtbVjUEZMT0%3D) - **Columns** - Opens the [Columns menu](/doc/docs/adjust-table-columns), where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356013521.png?sv=2026-02-06&spr=https&st=2026-11-13T23%3A07%3A15Z&se=2026-11-14T00%3A07%3A15Z&sr=c&sp=r&sig=p2Ghft48qv%2FTwfmNVdZm84kUm4WQn5limtbVjUEZMT0%3D) - **Sort** - Click a column header to sort the table by that column. Hold **Shift** and click additional column headers to sort by more than one column. ![](data:image/png;base64,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) - **Menu** - Contains the following additional table actions: - **Export** - [Exports the table](/doc/docs/export-grid-data) to a .csv file. - **Refresh Data** - Refreshes the table without changing the view. - **Row Height** - [Switches table row spacing](/doc/docs/change-table-row-height) between tall, medium, short, or compact. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in [User Preferences.](/doc/docs/user-preferences) - **Striped Rows** - Enables or disables [alternating row colors](/doc/docs/apply-row-stripping-to-tables). Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in [User Preferences.](/doc/docs/user-preferences) - **Column Filtering** - Turns [column filtering](/doc/docs/filter-a-table-with-column-filters) on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in [User Preferences.](/doc/docs/user-preferences) - **Manage Global Settings** - Opens the [User Preferences](/doc/docs/user-preferences) page, where table display settings can be adjusted across the system. > [!WARNING] > Save New Rows > > After entering a row, click outside it to commit the change before clicking Save. Otherwise, the row won’t be included in the saved table. | #### Column Details | **Column** | **Description** | | --- | --- | | Type | The type of POS Account. Options include: - Payment Type - Sales Account - Job Title | | Name | The name of the POS account, as entered in the POS. | | GL Account | The GL Account assigned to the POS Account. This can be easily updated by clicking into the account line item and [managing the POS Account Settings](/doc/docs/pos-mapping-tool-manage-pos-accounts). | | Source DSS | The Daily Sales Summary that brought in the corresponding POS Account > [!NOTE] > If a Source DSS is missing, it is because that DSS was deleted. Follow [these steps](/doc/docs/dss-re-import) to regenerate it. | --- ## Rules Tab The Rules tab lists out the details of every POS account mapping rule in the instance. These rules can be easily filtered by entering in a user-defined term in the search bar. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XS1BNJ1X.png?sv=2026-02-06&spr=https&st=2026-11-13T23%3A07%3A15Z&se=2026-11-14T00%3A07%3A15Z&sr=c&sp=r&sig=p2Ghft48qv%2FTwfmNVdZm84kUm4WQn5limtbVjUEZMT0%3D) | | **Field** | **Description** | | --- | --- | --- | | **1** | Run All | Runs all active rules against all unapproved Daily Sales Summary records. Learn more about [running a Rule](/doc/docs/pos-mapping-tool-run-a-rule). | | **2** | Add | Opens a [POS Account Rule window](/doc/docs/pos-account-rule-window) for [new rule creation](/doc/docs/pos-mapping-tool-create-and-edit-a-rule). | | **3** | Refresh | Refreshes the POS Account rule listing. | | **4** | Search | Filters the list to the entered text. | | **5** | Checkbox | Selects the POS rule for bulk editing. When one or more POS rules is selected, the **Edit Selected** option appears with a menu of the following options: - **Run Selected:** Runs the selected active rules against all unapproved Daily Sales Summaries. - **Activate:** Activates the selected rules for future use. - **Deactivate:** Deactivates the rules so they are no longer applied. | | **6** | Rule | The details for the rule row. | | **7** | Rule Menu | Opens a menu of the following options: - **Run -** Runs the rule against all unapproved Daily Sales Summary records. Learn more about [running a rule](/doc/docs/pos-mapping-tool-run-a-rule). - **Clone -** Copies the POS account rule's details and allow the user to update any fields to make a new rule. The user will only be able to save the new rule when at least one field has been modified. Learn more about how to [clone a rule](/doc/docs/pos-mapping-tool-create-and-edit-a-rule). - **Activate/Deactivate -** Marks the rule as active or inactive. The status is reflected in the status column. The modified columns will also update with the user's information. - **Delete -** Deletes the rule. | #### Column Details | **Column** | **Description** | | --- | --- | | Type | The type of POS Account. Options include: - Payment Type - Sales Account - Job Title | | Status | The status of the rule, which will display as either **active** or **inactive**. Learn more about [activating a rule](/doc/docs/pos-mapping-tool-create-and-edit-a-rule#activate-or-deactivate-a-rule). | | Rule | The rule made for this POS account type. | | Created Date | The date this rule was created. | | Created By | The name of the User who created this Rule. > [!NOTE] > Default Rules will have R365 entered for this field. | | Last Modified | The date this rule was last modified. | | Modified By | The name of the user or entity who last modified this rule. | --- ## Payroll Accounts Tab > [!NOTE] > Payroll GL mappings have moved from the legacy GL Account Mapping page in the Payroll application into the Mapping Tool in a dedicated [**Payroll Accounts tab**](/doc/docs/mapping-tool-page#payroll-accounts-tab)**.** The legacy mapping tool was deprecated at the end of April 2026 and is no longer be available. > > Learn more about the [Payroll Mapping update](/doc/docs/payroll-mapping-update-2026). The Payroll accounts tab is used to map payroll accounts to GL accounts. Mappings can apply to all legal entities in R365 or be set individually by legal entity. These mappings determine which GL accounts are used in payroll journal entries. > When the ‘Use Job GL Account for Payroll Journal Entry’ setting is enabled, salary expense, hourly expense, and hourly overtime expense will use the GL Account assigned to the job instead of the GL Account mapped in the Mapping Tool. ### Buttons and Fields ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ER17GBSZ.png?sv=2026-02-06&spr=https&st=2026-11-13T23%3A07%3A15Z&se=2026-11-14T00%3A07%3A15Z&sr=c&sp=r&sig=p2Ghft48qv%2FTwfmNVdZm84kUm4WQn5limtbVjUEZMT0%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Views | Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about [managing table views](/doc/docs/manage-table-views). The following views are system defined and cannot be deleted or edited: - **Main View:** Lists all payroll accounts. - **Tax:** Lists all payroll accounts with the ‘tax’ type. - **Earning:** Lists all payroll accounts with the ‘earning’ type. - **Deduction:** Lists all payroll accounts with the ‘deduction’ type. - **Unmapped:** Lists all payroll accounts with the ‘unmapped’ mapping type. | | **2** | Table Actions | - **Search** - Filters the table for the entered text. - **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png?sv=2026-02-06&spr=https&st=2026-11-13T23%3A07%3A15Z&se=2026-11-14T00%3A07%3A15Z&sr=c&sp=r&sig=p2Ghft48qv%2FTwfmNVdZm84kUm4WQn5limtbVjUEZMT0%3D) - **Columns** - Opens the [Columns menu](/doc/docs/adjust-table-columns), where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356013521.png?sv=2026-02-06&spr=https&st=2026-11-13T23%3A07%3A15Z&se=2026-11-14T00%3A07%3A15Z&sr=c&sp=r&sig=p2Ghft48qv%2FTwfmNVdZm84kUm4WQn5limtbVjUEZMT0%3D) - **Sort** - Click a column header to sort the table by that column. Hold **Shift** and click additional column headers to sort by more than one column. ![](data:image/png;base64,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) - **Menu** - Contains the following additional table actions: - **Export** - [Exports the table](/doc/docs/export-grid-data) to a .csv file. - **Refresh Data** - Refreshes the table without changing the view. - **Row Height** - [Switches table row spacing](/doc/docs/change-table-row-height) between tall, medium, short, or compact. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in [User Preferences.](/doc/docs/user-preferences) - **Striped Rows** - Enables or disables [alternating row colors](/doc/docs/apply-row-stripping-to-tables). Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in [User Preferences.](/doc/docs/user-preferences) - **Column Filtering** - Turns [column filtering](/doc/docs/filter-a-table-with-column-filters) on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in [User Preferences.](/doc/docs/user-preferences) - **Manage Global Settings** - Opens the [User Preferences](/doc/docs/user-preferences) page, where table display settings can be adjusted across the system. > [!WARNING] > Save New Rows > > After entering a row, click outside it to commit the change before clicking Save. Otherwise, the row won’t be included in the saved table. | | **5** | Bulk Selector | Selects the payroll account for bulk editing and opens the bulk edit menu. | | **6** | Payroll Account Row | Displays the payroll account details. Click to open the **Payroll Account Mapping** sidesheet. | #### Column Details | Button/Field | Description | | --- | --- | | Name | Name of the payroll account. | | Type | Payroll code type associated with the payroll account. Payroll code types: - Earning - Deduction - Tax - Other | | GL Account | The general ledger account the payroll account is mapped to. | | Mapping Type | The method used for mapping the payroll account. Options include: - **Legal Entity:** The payroll account is mapped to general ledger accounts (GL accounts) by legal entity. - **All:** The payroll account mapping applies to all payroll companies. - **Unmapped:** The payroll account has not been mapped. | | Modified By | Name of the person who last updated the transaction. | | Modified On | Date when the transaction was most recently updated. |