Admin
- 07 Jan 2025
- 3 Minutes to read
- Print
- DarkLight
- PDF
Admin
- Updated on 07 Jan 2025
- 3 Minutes to read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
The Admin module contains configuration pages and admin tools across all enabled R365 applications.
In Beta
This feature is in beta. Contact your CSM to learn more.
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.
The Admin module is only available when the new navigation experience is enabled.
Admin Categories
The pages within the Admin module are organized into the following categories:
Accounting
Page/Tool | Description |
|---|---|
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. |
New Fiscal Year | Opens a blank fiscal period setup record in a new tab. |
Preset Allocations | Opens the Preset Allocations page. |
General Ledger
Page/Tool | Description |
|---|---|
GL Allocation Templates | Opens the GL Allocation Templates page. |
Banks | Opens the Banks page. |
GL Account Mapping | Opens the Workforce Payroll GL Account Mapping page. |
GL Export | Opens the GL Export tool. |
GL Types | Opens the GL Types page. |
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. |
Inventory
Page/Tool | Description |
|---|---|
Food Types | Opens the Food Types page. |
Ingredients | Opens the Ingredients page. |
Item Categories | Opens the Item Categories page. |
Item Locations | Opens the Item Locations page. |
Items | Opens the Items page. |
Items (classic) | Opens the Classic Items page. |
Recipes | Opens the Recipes page. |
Recipes (classic) | Opens the Classic Recipes page. |
Units of Measure | Opens the Units of Measure page. |
Vendor Items | Opens the Classic Vendor Items page. |
Labor
Page/Tool | Description |
|---|---|
Account | Opens the Workforce Payroll Account page. |
Labor Rules | Opens the Labor Rules 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. |
New Beginning Balance
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 |
|---|---|
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. |
Payments
Page/Tool | Description |
|---|---|
New Payment Term | Opens a blank payment term record in a new tab. |
Payment Terms | Opens the Payment Terms page. |
Sales Accounts | Opens the Sales Accounts page. |
Point of Sale (POS)
Page/Tool | Description |
|---|---|
Location POS Groups | Opens the Location POS Groups page. |
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. |
POS Mapping Tool | Opens the POS Mapping tool. |
Repoll DSS’s | Opens the Repoll DSS tool in a new tab. |
System Setup
Page/Tool | Description |
|---|---|
Autonumbering | Opens the Autonumbering page. |
Onboarding | Opens the Workforce Payroll Onboarding page. |
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. |
Workflow Setup | Opens the Workflow Payroll Setup page in a new tab. |
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. |
Was this article helpful?