---
title: "R365 Knowledge Base"
slug: "r365-knowledge-base"
description: "Browse R365 documentation for accounting, operations, labor, purchasing, and platform setup. Start here to find the article you need."
updated: 2026-08-20T21:04:16Z
published: 2026-08-20T21:04:16Z
canonical: "docs.restaurant365.com/r365-knowledge-base"
---

> ## 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.

# R365 Knowledge Base

The R365 knowledge base contains articles, FAQs, and step-by-step guides that cover the platform's features and functionality.

---

## Features of the R365 Knowledge Base

    

**Breadcrumb navigation**

        
        
            

View the breadcrumb navigation at the top left. It displays the path to the current page.

            

Click the linked pages in the breadcrumb to go back to previous sections.

            ![](image-3MPKJX7R.png)
        
    
    

    

**Article organization and navigation**

        
        
            

Use the left navigation to explore articles in categories and folders. These match the current R365 user interface.

            

The current page is in red text in the left navigation. You can collapse or expand this navigation menu at any time using the arrow icon.

            ![](image-7S422E0C.png)
        
    
    

    

**Table of contents**

        
        
            

Access the Table of Contents to go to a new section from anywhere on the page.

            

The table of contents appears as a column on the right side of the screen. It stays visible and scrolls with you. You can collapse or expand the table of contents using the arrow icon.

            ![](image-16P540VU.png)
        
    
    

    

**Expand/collapse sections**

        
        
            

Expand sections to find additional information, screenshots, and examples.

            

Collapse sections to hide information that may not be relevant.

            ![](image-LKD743LI.png)
        
    
    

    

**Sort/filter tables**

        
        
            

You can sort and filter table data by clicking the column header menu icon.

            

Sorting and filtering reset when you refresh an article. You can sort only one column at a time.

            ![](base64-converted-image-1780939193050.png)
        
    
    

    

**Print**

        
        
            

Print the articles from the article menu options.

> [!NOTE]
> Expand sections before printing. This ensures the printed article includes everything you need.

            ![](image-GBKTBELO.png)
        
    
    

    

**Share**

        
        
            

Share article links via email from the top right section of the article.

            ![](image-ZX7UVHZR.png)
        
    
    

    

**Dark mode**

        
        
            

Change the article view to dark mode using the sun icon in the top right corner of the page.

            ![](image-TWYZ76TO.png)
            

**Dark mode example:**

            ![](image-PGLKYMXU.png)

> [!NOTE]
> When in dark mode, the sun icon changes to a moon icon. You can click it to switch back to light mode at any time.

        
    
    

    

**PDF**

        
        
            

Export articles to PDF from the article options menu.

> [!NOTE]
> The system automatically expands collapsed information in the export.

            ![](image-XIX0WYMI.png)
        
    
    

    

**Follow**

        
        
            

Follow articles or categories to receive email notifications about updates to them.

            

**Follow an article:**

            ![](image-8SF2YVSW.png)
            

**Follow a category:**

            ![](image-2KINAQ2D.png)
            

**Example notification:**

            ![](image-KYPS6VW4.png)
        
    
    

    

**Favorite**

        
        
            

Mark articles, decision trees (interactive troubleshooting guides), API endpoints (API reference pages), and page categories as favorites using the heart icon. Access all saved items from a dedicated Favorites section in the left panel or profile.

            ![](image-I6Y5NV0L.png)
        
    
    

---

## Useful notes and highlights

    

**Colored callouts**

        
        
            

Find colored callouts throughout articles in the knowledge base.

> [!NOTE]
> **Blue callouts**: These offer additional notes, examples, and context that clarify or elaborate on the main content.

> [!TIP]
> **Green callouts:** These highlight best practices and tips.

> [!WARNING]
> **Yellow callouts:** These are soft warnings that highlight important considerations before proceeding.

> [!WARNING]
> **Red callouts:** These are serious warnings. They indicate critical issues that require attention. They signal potential risks or cautions you must address.

        
    
    

    

**Article status indicators**

        
        
            

Identify new, updated, and beta articles with article indicators.

            

**Green: New -** Recently created articles.

            

**Yellow: Updated -** Recently updated articles.

            

**Blue: Beta -** Articles for features currently in beta testing.

            

Hovering over an indicator or a set of condensed indicators shows the article status(es).

            ![](image-2DVSOJIV.png)
        
    
    

---

## Additional resources and links

    

**Submit a product idea**

        
        
            

[Submit a product idea](/doc/docs/submitting-a-product-idea) to the R365 product team.

            ![](image-4BG8TC4Z.png)
        
    
    

    

**Find an expert**

        
        
            

Access [Restaurant365.com](http://Restaurant365.com) to connect with in-house experts, partners, and certified professionals. Get strategic insights and support from these connections.

            ![](image-M5PCD6H1.png)
        
    
    

    

**System status updates**

        
        
            

View the current status of Restaurant365 systems. This includes any ongoing outages, updates, or performance issues.

            ![](image-9QIC2X6O.png)
        
    
    

    

**Chat with R365 Support**

        
        
            

Start a chat with R365 Support.

            ![](image-JX6H0A8B.png)
        
    
    

---

## FAQ

    

**My sort and filter settings disappeared after I refreshed the page. Is that expected?**

        
        
            

Yes — sorting and filtering reset each time you refresh an article. You can sort only one column at a time. There is no way to save a filter state between sessions.

        
    
    

    

**When I print an article, some content is missing. How do I include everything?**

        
        
            

Expand all collapsed sections before printing to ensure the printed article captures the full content. If you are exporting to PDF instead, the export automatically expands collapsed sections — no manual step needed.

        
    
    

    

**What is the difference between Following an article and Favoriting it?**

        
        
            

Following sends you an email notification whenever the article or category changes. Favoriting saves the article to your Favorites section in the left panel for quick access. It does not trigger any notifications, though. Use both if you want easy access and update alerts.