Bank Accounts

Bank records exist to allow you to perform ACH and Positive Pay exports from the Check Run Screen. Before Direct Bank Connections were introduced, the Bank record was also used to allow Users of specific Banks to import their Bank Activity ...

This article is part of the Direct Bank Connections training. Click here for more information on Direct Bank Connections . If there have been any change to your Bank Account Login Credentials, or if you Bank Account requires Multi-factor A...

Bank accounts are integral to all accounting processes in Restaurant365. Each Bank Account record represents an account used for daily financial operations. Bank accounts exist as GL accounts in Restaurant365. Any GL account with a 'Balance Sheet' ...

Bank Accounts or Checkbooks exist as GL Accounts in R365. They can be added using one of the following methods:  Account menu  Setup Assistant  Import Tool This...

Direct Bank Connections is one of three ways that Bank Activity can be updated. Click here to learn more about Bank Activity Update Options . Direct Bank Connections allow you to connect your financial institutions directly to the Bank Acti...

This article is part of the Direct Bank Connections training. Click here for more information on Direct Bank Connections . When using R365 Direct Bank Connections with Bank Accounts utilizing Multi-factor Authentication (MFA), it might be n...

This article is part of the Direct Bank Connections training. Click here for more information on Direct Bank Connections . R365 Direct Bank Connections can be used in conjunction with Bank Accounts that have Multi-factor Authentication (MFA). M...

When updating a GL Account, you may receive an error message like the one displayed above. This means that there is a report in  Custom Financial Reports  that has this GL Account record saved on it. Therefore, you will first need t...