---
title: "System Preferences: Miscellaneous"
slug: "system-preferences-miscellaneous"
description: "Configure POS integration, outbound email, company logo, Employee Master setting, and other system-wide options on the Miscellaneous tab."
updated: 2026-09-30T19:11:48Z
published: 2026-09-30T19:11:48Z
canonical: "docs.restaurant365.com/system-preferences-miscellaneous"
---

> ## 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: Miscellaneous

The Miscellaneous tab of System Preferences contains various system settings that effect how users view, create, and update data throughout R365.

Due to the large number of settings available on the Miscellaneous tab, this article breaks the tab down into three major sections. To view the definition for a particular setting, refer to the section that contains that setting.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BJZA45PD.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A50%3A42Z&se=2026-11-06T14%3A50%3A42Z&sr=c&sp=r&sig=gNyeW%2FfpD3lIrz7lJd6cwBqVX%2FSf6Z3K4MNmU0nDBF8%3D)

---

## Fields in Section A

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J5448JCS.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A50%3A42Z&se=2026-11-06T14%3A50%3A42Z&sr=c&sp=r&sig=gNyeW%2FfpD3lIrz7lJd6cwBqVX%2FSf6Z3K4MNmU0nDBF8%3D)

| **Field** | **Description** |
| --- | --- |
| Sales Tax Rate | Sets the default sales tax rate for Accounts Receivable transactions. To configure sales tax rates by location, see [Location Record](/doc/docs/legal-entities-location-record). |
| PL Report Percent Of | Sets the default Percent Of option on all GL Accounts that have GL Types on the [Profit and Loss statement](/v1/docs/gl-account-record). Options include: - Net Sales (default) - Net Sales with COGS Detail |
| Employee Master | Determines where employee information is maintained. Options include: - Restaurant365 - POS - Payroll System - 3rd Party HR For more information, see [Employee Master](/doc/docs/employee-master). |
| Bank Connect Customer ID | Customer identification number assigned for [bank connections](/doc/docs/direct-bank-connections-overview). If an issue occurs that is related to banking connections, reference this ID number on the Support ticket. |
| Discount Combined in JE | A POS setting that combines sales and discounts on the Daily Sales Summary journal entry. For more information, see [Discount Combined in JE](/doc/docs/pos-integration-settings-preferences-screen). |
| Advance Close | Enables [advanced closing](/doc/docs/advanced-close-fiscal-year) for all fiscal years. The default for this setting is ON/checked. |
| To Do Alert Emails | Accounting users can receive one email a day that lists of all flagged items from the [To Do Checklist](/doc/docs/to-do-checklist). Enter up to 10 email addresses to receive the email, each separated by a semicolon ( ; ). To complete set up, enter the Alert Time and the Time Zone. > [!TIP] > If you are using more than one instance, set up alert emails in those instances as well to view all pending tasks without needing to log in to each instance. |
| Email Alert Time | Time of day when the To Do Alert Emails are sent. |
| Time Zone | Time zone for the Email Alert Time. |
| Use Restaurant365 to Send Emails | If selected, emails are sent from no-reply@restaurant365.com and the Email Settings tab on User records is hidden. For more information, see [Outbound Emails](/doc/docs/outbound-emails). |
| Apply labor rules across locations | If selected, labor rules configured on the [Labor Rules page](/doc/docs/labor-rules-page) combine all punches and scheduled shifts from all locations associated with an employee. Otherwise, labor rules separate punches and scheduled shifts by location. > [!WARNING] > If the employee’s locations are assigned to more than one Rule Group for a given rule, the Rule Group for their primary location is used when calculating that labor rule across locations. |
| Add Logo/Replace Logo Button | Opens the file manager to upload a custom logo. After a logo is uploaded, the button displays as ‘Replace Logo’. **Image guidelines for best results:** - Horizontal layout - 4000 × 2000 resolution - Transparent background - PNG or JPG format Learn more about [adding a custom logo](/doc/docs/change-the-displayed-logo-for-an-instance). |
| Logo | When a logo is uploaded, the image will show with the file name. Click the file name to preview of the uploaded logo and its file name. Click the x button to remove the attached logo. |

---

## Fields in Section B

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q3H6EYH6.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A50%3A42Z&se=2026-11-06T14%3A50%3A42Z&sr=c&sp=r&sig=gNyeW%2FfpD3lIrz7lJd6cwBqVX%2FSf6Z3K4MNmU0nDBF8%3D)

| **Field** | **Description** |
| --- | --- |
| Print AR Invoice From | Sets the From value to either the Location or legal entity on AR Invoices. |
| Print Checks From | Sets the From or origin payer information value to either the Location or Legal Entity on [printed checks](/doc/docs/printing-checks). Checks printed both locally and through R365 Payments are affected by this field. When a Billing Address is defined on the selected record, it is used as the From address on the check. If no Billing Address is defined, the Shipping Address is used. |
| Payment Type Separation | A POS setting that determines how [payment types](/doc/docs/pos-integration-settings-preferences-screen) are separated and assigned to GL Accounts. |
| Menu Item Separation | A POS setting that determines how menu items are separated and assigned to Recipe records. Most users leave this drop-down set to None. For users with multiple concepts and menu item crossover, this drop-down can be set to the option that best suits their unique business needs. Options include: - None (default) - Location - Legal Entity - Any custom location reporting category For more information, see [Menu Item Separation](/doc/docs/menu-item-separation). |
| Sales Account Separation | A POS setting that determines how sales accounts are separated and assigned to GL Accounts. For more information, see [Sales Account Separation](/doc/docs/pos-integration-settings-preferences-screen). |
| Duplicate AP Invoice and Credit Memo Numbers | Controls whether an AP Invoice or AP Credit Memo that reuses a previously entered document number for the same vendor saves normally, saves with a warning, or is blocked from saving. Options include: - Allowed - Allowed With Warning - Not Allowed |
| Vendor Same Amount | Set the system permissions for same-day identical invoice totals from the same vendor. Options include: - No Warning - Warning - Prevent Same Amount Example: \| **Vendor** \| **Date** \| **Total** \| \| --- \| --- \| --- \| \| Sysco \| 1/17/2017 \| 1254.52 \| \| Sysco \| 1/17/2017 \| 1254.52 \| |
| **Vendor** | **Date** | **Total** |
| Sysco | 1/17/2017 | 1254.52 |
| Sysco | 1/17/2017 | 1254.52 |
| Default Cost Method | Set the default Cost Method for purchased items. |
| R365 Hire Account ID | Identification number for the account in the Hire module. > This setting only appears if Hire is enabled. |
| Enable Automatic Journal Entries | If selected, [payroll journal entries and funding journal entries](/doc/docs/funding-and-payroll-journal-entries) will be automatically created when [paycheck runs](/doc/docs/paycheck-runs) are created. > This setting only appears if Workforce is enabled. |
| Enable Auto Paycheck Runs | If selected, [paycheck runs](/doc/docs/paycheck-runs) will be automatically created when [pay runs](/doc/docs/workforce-pay-runs) are approved. > This setting only appears if Workforce is enabled. |
| Use Job GL account for Payroll Journal Entry | If selected, Payroll Journal Entries created by the Workforce module look to the employee's worked job for GL mapping of regular, salary, and overtime earnings. > This setting only appears if Workforce is enabled. |
| Consolidate Payroll JE lines - Bank Account | If selected, all lines posted to a bank account are grouped to appear as a single line for each account on the Payroll Journal Entry created by R365 Payroll. > This setting only appears if Workforce is enabled. |
| Deduct Petty Cash from Deposit | If selected, [petty cash](/doc/docs/system-setup-petty-cash-in-the-dss) is deducted from the Deposit 1 value, as well as the total deposit calculations on the DSS. If cleared, the Deposit 1 value is unaffected, and petty cash is only deducted from the total deposit amount. |
| Enable New Bank Activity Experience | If selected, the [updated bank activity experience](/doc/docs/bank-activity-update-2025) is enabled for the R365 instance. |
| Bank Activity Enable Duplicates | Controls whether duplicate transactions are allowed when importing bank activity including file uploads, direct bank connections and BAI connections. **Enabled:** Imports all bank activity file from uploads, including duplicate transactions. **Disabled:** Imports only bank activity that is unique based on bank account, date, amount, description, and transaction type. > Updating this setting impacts future imports and uploads. |
| Reapply Bank Rules on Account Selection | When enabled, bank rules automatically reapply each time a bank account is selected or switched on the [Bank activity page](/doc/docs/bank-activity-page). > This setting is enabled by default for organizations with the Enable new Bank activity experience option turned on and can only be edited when the new Bank activity experience is active. |
| Rule Vault | If selected, the [Rule Vault](/doc/docs/rule-vault-overview-security), where users can view and manage rules on transactions, is enabled. The default for this setting is ON/checked. > When the New Bank Activity Experience is enabled, the Rule Vault checkbox is automatically checked and *cannot be disabled*. To disable the Rule Vault, users must revert to the legacy bank activity experience. |

---

## Fields in Section C

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2WCRRXJT.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A50%3A42Z&se=2026-11-06T14%3A50%3A42Z&sr=c&sp=r&sig=gNyeW%2FfpD3lIrz7lJd6cwBqVX%2FSf6Z3K4MNmU0nDBF8%3D)

| **Field** | **Description** |
| --- | --- |
| Account Lookup | Determines how accounts appear in Reports and in drop-downs throughout the system. Where accounts are listed, they appear either with the account name only (Name Only) or with the account number and the account name (Number first then Name). |
| Location Lookup | Determines how locations appear in reports and in drop-downs throughout the system. Where locations are listed, they appear either with the location name only (Name Only) or with the location number and the location name (Number first then Name).When using AP Automation to upload files to Documents to Process, select Number first then Name. Doing this allows the system to recognize the location number in the Subject of an email or in the file name. For more information, see [Uploading Files with AP Automation](/doc/docs/documents-to-process-uploading-files-with-ap-automation). |
| Asset Lookup | Determines how assets appear in reports and in drop-downs throughout the system. Where assets are listed, they appear either with the asset name only (Name Only) or with the asset number and the asset name (Number first then Name). |
| Employee Full Name | Determines how employee names appear throughout the system. Where employees are listed, they appear as first name then last name (First, Last) or last name then first name (Last, First). |
| Payroll Clearing | Set the method for [clearing payroll](/doc/docs/workforce-setup-payroll-companies-and-payroll-clearing-settings) in the system. This setting also determines how [paycheck runs](/doc/docs/workforce-paycheck-runs) are grouped within Workforce. Options include: - Per Location - Payroll clearing only occurs for the location specified in the payroll journal entry. - Per Legal Entity - Payroll clearing occurs for all locations that share a legal entity with the header location specified in the payroll journal entry. - Per Common Payer - Payroll clearing will occur for all locations for all child legal entities that are listed under the specified parent legal entity, or [payroll common payer](/doc/docs/payroll-common-payer). > If this setting is in place and multiple Payroll Journal Entries (for the same period) are entered representing different locations that are part of the same legal entity, the Payroll Clearing Process will run as many times (for all locations) as there are Journal Entries that are entered. > If this field is left blank, the payroll clearing will be done by legal entity. |
| SmartOps Landing Page | Choose whether the first page that appears when users open SmartOps is the default Home page or the My Workday page. |
| POS Track Paidout | If selected, users can designate GL Accounts for specific Paid Outs. These [paid out types](/doc/docs/paid-out-types) can be mapped to pre-assign the GL Account to the Paid Out on the Daily Sales Summary. Paid Out Types reside in the Paid Out Types list view in the Administration section of Accounting. Click here for more information about assigning Cost Accounts to Paid Out Types customers. |
| Enable Balancing Account | If selected, the system automatically creates a journal entry to balance Daily Sales Summaries. The system-generated journal entry can be manually assigned to the correct sales account. For more information, see [Reversal Journal Entry](/doc/docs/reversal-journal-entry). |
| Manager Log Visible to All Employees | If selected, the [Manager Log](/doc/docs/manager-log-mobile) is visible to all employees. Otherwise, users must be granted access to the Manager Log by enabling the following permission: - Manager Log Classic → Daily Overview → View Calendar & Daily Overview The default for this setting is OFF/unchecked. |
| Display Accrual During AP Entry | If selected, the dates of service appear on [AP invoices](/doc/docs/ap-invoice-record#dates-of-service) and [AP credit memos](/doc/docs/ap-credit-memo) so that users can record expenses in the correct period, even though dates of service might extend over multiple periods. |
| Enable Document Locking | If selected, documents are automatically locked when entered into Documents to Process to avoid duplicate entries. |
| Require Count Variance Review | If selected, users must review actual and theoretical variances on the Variances Review tab of the Inventory Counts Sheet before completing the count. |
| Always Require OCR Verification | Controls whether transactions processed by OCR must be reviewed by a user. When enabled, transactions must be reviewed and created by selecting **Create** in the [Draft Transaction Details](/doc/docs/draft-transaction-sidesheet). When disabled, fully mapped documents without issues create transactions automatically. > This setting is only available when [AP Capture AI](/doc/docs/ap-capture-ai) is enabled. |
| Automatic OCR Processing | Controls whether OCR processing starts automatically when a document is uploaded or if it must be started manually. When enabled, documents are automatically processed upon upload. When disabled, documents remain on the [Documents to Process page](/doc/docs/documents-to-process-page) until processing is in initiated using the **Create** button. > This setting is only available when [AP Capture AI](/doc/docs/ap-capture-ai) is enabled. |
| Require Location Selection on Upload | Controls whether location must be selected before a manual AP invoice or credit memo can be uploaded. When enabled, the **Location** field is required on the upload modal. Clicking **Upload** without selecting a location displays a "Location is required" error inline. When disabled, location selection remains optional on upload. > Email and FTP uploads are **not** affected by this setting. > This setting is only available when [AP Capture AI](/doc/docs/ap-capture-ai) is enabled. > [!WARNING] > **Enabled by default** for new instances when AP Capture AI is enabled. |
| Consolidate GLs from Draft Transactions | Consolidates lines items that share a GL account and location into one line item in the [Draft Transaction screen](/doc/docs/draft-transaction-details). > This setting is only available when [AP Capture AI](/doc/docs/ap-capture-ai) is enabled. |
| Display Record Count in Grids | If selected, the record count appears on the following Accounting grids: - All Transactions - AP Transactions - AR Transactions - Daily Sales Summary - Sales Tickets This count can be found in the bottom right corner of the grid. Example: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-R7B7MOKJ.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A50%3A42Z&se=2026-11-06T14%3A50%3A42Z&sr=c&sp=r&sig=gNyeW%2FfpD3lIrz7lJd6cwBqVX%2FSf6Z3K4MNmU0nDBF8%3D) The default for this setting is Off. |
| Automatch PO to AP | When enabled, [purchase orders and AP invoices may automatch or autolink to one another](/doc/docs/ap-invoices-link-purchase-order) if they each meet certain matching criteria. The default for this setting is ON. |
| Display Credit Memos in Payment Runs | When selected, [credit memos](/doc/docs/ap-credit-memo) that are approved and have a remaining balance appear in the invoices table of [payment runs](/doc/docs/payment-run-record) and are available for application. |

Restaurant365

POS (Point of Sale)

A system used by businesses to process sales transactions and manage customer payments. Connected to R365 through a [POS integration](/doc/docs/pos-integration-overview).

Journal entry (JE) Record posted to the General Ledger to document financial activity.

An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.

Financial account used to record specific transactions in the general ledger.

Structured documents that provide insights and summaries of various operational metrics and financial data.