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.
Admin Categories
The pages within the Admin module are organized into the following categories:
Accounting
When implementing Restaurant365, 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. |
AP Credit Memo | Opens a blank beginning balance AP credit memo record in a new tab. |
AP Invoice | Opens a blank beginning balance AP invoice record in a new tab. |
AP Payment | Opens a blank beginning balance AP payment record in a new tab. |
AR Credit Memo | Opens a blank beginning balance AR credit memo record in a new tab. |
AR Invoice | Opens a blank beginning balance AR invoice record in a new tab. |
AR Payment | Opens a blank beginning balance AR payment record in a new tab. |
Bank Deposit | Opens a blank beginning balance bank deposit record in a new tab. |
Bank Withdrawal | Opens a blank beginning balance bank withdrawal record in a new tab. |
Journal Entry | Opens a blank beginning balance journal entry record in a new tab. |
Docs to Process Log | Opens the Docs to Process Log page. |
Fiscal Period Maintenance | Opens the Fiscal Period Maintenance page in a new tab. |
Fiscal Years | Opens the Fiscal Years page. |
GL Export | Opens the GL Export tool. |
GL Types | Opens the GL Types page. |
Payment Terms | Opens the Payment Terms page. |
Preset Allocations | Opens the Preset Allocations page. |
Workflow Setup | Opens the Workflow Payroll Setup page in a new tab. |
Import
Page/Tool | Description |
|---|---|
Import | Opens the Import tool. |
Radar Import | Opens the Radar Imports page. |
Integrations
Page/Tool | Description |
|---|---|
Integrations | Opens the Integrations page. |
Mapping Tool | Opens the POS Mapping tool. |
Inventory
Page/Tool | Description |
|---|---|
Food Types | Opens the Food Types page. |
Units of Measure | Opens the Units of Measure page. |
Locations & Legal Entities
Page/Tool | Description |
|---|---|
Company Tax Profile | Opens the Workforce Payroll Company Tax Profile page. |
Legal Entities | Opens the Legal Entities page. |
Locations | Opens the Locations page. |
Location Groups | Opens the Location Groups page in a new tab. |
Location POS Groups | Opens the Location POS Groups page. |
Payroll Locations | Opens the R365 Payroll Locations page. |
Manager Log
Page/Tool | Description |
|---|---|
Logbooks | Opens the Workforce Payroll Company Tax Profile page. |
Payroll
Page/Tool | Description |
|---|---|
Account | Opens the R365 Payroll Account page. |
Departments | Opens the R365 Payroll Departments page. |
GL Account Mapping | Opens the R365 Payroll GL Account Mapping page. |
Policies | Opens the R365 Payroll Policies page. |
Workers comp | Opens the R365 Payroll Workers Comp page. |
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. |
Repoll DSS’s | Opens the Repoll DSS tool in a new tab. |
Sales Accounts | Opens the Sales Accounts page. |
System Setup
Page/Tool | Description |
|---|---|
Autonumbering | Opens the Autonumbering page. |
Custom Fields | Opens the Custom Fields configuration page. |
System Preferences | Opens the System Preferences page in a new tab. |
Setup Assistant | Opens the Setup Assistant page. |
Start of Day | Opens the Start of Day page. |
Theme Builder | Opens the Theme Builder tool. |
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 in a new tab. |
Mass Role Update | Opens the Mass Role Update tool in a new tab. |
New User | Opens a blank user record in a new tab. |
Security & Permissions | Opens the Security & Permissions page in a new tab. |
Single Sign On (SSO) | Opens the Single Sign On page. |
Users | Opens the Users page in a new tab. |
Workforce
Page/Tool | Description |
|---|---|
Labor Rules | Opens the Labor Rules page. |
Onboarding | Opens the Workforce Payroll Onboarding page. |