--- title: "System Preferences Overview" slug: "preferences" description: "Reference for all System Preferences tabs: Accounts, Location Reporting Categories, AP Processing Email, Legal Entities, Miscellaneous, and Payments." updated: 2026-03-11T21:57:40Z published: 2026-03-11T21:57:40Z canonical: "docs.restaurant365.com/preferences" --- > ## 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. # System Preferences Overview Access System Preferences to adjust various system-wide settings, including settings related to accounts, locations, email automation, POS integration, and reporting. Any changes made in System Preferences are effective immediately after saving the page. --- ## Security **System Preference permissions are found in the permission tree as follows:** - Administration 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). - System Setup - System Preferences - View/Edit Payments Contact - View/Edit AP Processing Email Settings - View/Edit Organization Structure - View/Edit Organization Structure - View/Edit System Account Selections - View/Edit Miscellaneous Preferences - View/Edit Location Additional Info - Location Reporting Categories - View/Edit Location Reporting Categories - Edit Location Category Values - Create Location Category Values - Delete Location Category Values --- ## Navigation ****Navigation Steps**** 1. Open the **Admin** application. 2. Expand the **System** category. 3. Click **System Preferences**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FRNDYLLS.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A44Z&se=2026-11-10T18%3A09%3A44Z&sr=c&sp=r&sig=p5Ehv3QNo4KR2sVlQUAWarZib08LR1YkSX6PSQTzaWk%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=2026-11-10T17%3A09%3A44Z&se=2026-11-10T18%3A09%3A44Z&sr=c&sp=r&sig=p5Ehv3QNo4KR2sVlQUAWarZib08LR1YkSX6PSQTzaWk%3D) --- ## Accounts tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(52).png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A44Z&se=2026-11-10T18%3A09%3A44Z&sr=c&sp=r&sig=p5Ehv3QNo4KR2sVlQUAWarZib08LR1YkSX6PSQTzaWk%3D) On the [Accounts tab](/doc/docs/system-preferences-accounts), users can configure accounts to automatically populate account-related fields throughout R365. The values provided in these settings will be used as the default accounts throughout the system. --- ## Location Reporting Categories tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(53).png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A44Z&se=2026-11-10T18%3A09%3A44Z&sr=c&sp=r&sig=p5Ehv3QNo4KR2sVlQUAWarZib08LR1YkSX6PSQTzaWk%3D) System-wide custom reporting categories can be created on this tab, and then assigned on each [Location record](/doc/docs/location-reporting-categories). For more information, see [System Preferences: Location Reporting Categories](/doc/docs/system-preferences-location-reporting-categories). --- ## Organization Structure tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(54).png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A44Z&se=2026-11-10T18%3A09%3A44Z&sr=c&sp=r&sig=p5Ehv3QNo4KR2sVlQUAWarZib08LR1YkSX6PSQTzaWk%3D) The [Organization Structure tab](/doc/docs/r365-custom-financial-reports-writer-organizational-structure) is used to define and manage the hierarchical structure of your business. This structure is crucial for reporting, operational efficiency, and managing financial data in custom financial reports. > This tab is available only when the [Custom Financial Reports](/doc/docs/custom-financial-reports-writer-overview-and-security) feature is enabled. --- ## AP Processing Email tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(55).png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A44Z&se=2026-11-10T18%3A09%3A44Z&sr=c&sp=r&sig=p5Ehv3QNo4KR2sVlQUAWarZib08LR1YkSX6PSQTzaWk%3D) Restaurant365 can monitor a specified email address for automatic imports of [AP transactions](/doc/docs/documents-to-process-upload-methods). For more information, see [AP Processing Email tab](/v1/docs/system-preferences-ap-processing-email). --- ## Legal Entities & Bank Verification tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K9S63KFO.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A44Z&se=2026-11-10T18%3A09%3A44Z&sr=c&sp=r&sig=p5Ehv3QNo4KR2sVlQUAWarZib08LR1YkSX6PSQTzaWk%3D) The Legal Entities & Bank Verification tab displays the verification statuses of all legal entities and bank accounts for organizations using the [R365 Payments Service](/doc/docs/r365-payments-service). Verification is required before financial services can be provided to ensure compliance with banking regulations. R365 Payments completes all required KYC/KYB verification directly through our internal team using secure document upload links. --- ## Miscellaneous tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(56).png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A44Z&se=2026-11-10T18%3A09%3A44Z&sr=c&sp=r&sig=p5Ehv3QNo4KR2sVlQUAWarZib08LR1YkSX6PSQTzaWk%3D) The [Miscellaneous tab](/doc/docs/system-preferences-miscellaneous) contains several different settings that will affect multiple features in Restaurant365. Check out [POS Integration Settings](/v1/docs/pos-integration-overview) for more details about configuring point of sale integrations from the Miscellaneous tab. --- ## Location Additional Info tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(57).png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A44Z&se=2026-11-10T18%3A09%3A44Z&sr=c&sp=r&sig=p5Ehv3QNo4KR2sVlQUAWarZib08LR1YkSX6PSQTzaWk%3D) Additional identifiers for your restaurant locations (such as vendor location IDs) can be created on this tab. These identifiers can then be assigned on the Additional Info tab of the Location record. For more information, see [Location Additional Info tab](/v1/docs/system-preferences-location-additional-info). --- ## Payments tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4I9DI8NO.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A44Z&se=2026-11-10T18%3A09%3A44Z&sr=c&sp=r&sig=p5Ehv3QNo4KR2sVlQUAWarZib08LR1YkSX6PSQTzaWk%3D) The Payments tab displays the status of R365 Payments and which users will be contacted if any issues arise with R365 Payments. > This tab is available only when [R365 Payments](/v1/docs/r365-payments-overview-security) is enabled. For more information, see [Payments tab](/v1/docs/system-preferences-payments) and [R365 Payments](/v1/docs/r365-payments-overview-security).