R365 Navigation

Button/Field

Description

1

Grid App Switcher

The application switcher in the top ribbon allows users to switch between R365 applications. When clicked, there will be a dropdown of R365 applications. The applications are sorted into those that the organization has enabled and additional apps available for purchase. From this menu, users can click any enabled application to switch to the application (e.g. moving from Operations to Workforce).

2

Show/Hide Left Navigation Menu

Shows or hides the left navigation menu.

3

Logo Button

Navigates to the home page of the displayed application.

4

R365 Search

Searches for pages within R365.

When the search bar is clicked, the Recent list shows the last 7 pages accessed through search

5

Create Menu

Contains quick links to creating new records associated with the accounting app. Learn more about the create actions available in the Create menu below.

6

Notifications

Opens the user’s notifications. When opened, users can view their read and/or unread notifications, as well as access and adjust their notification settings.

7

Help Menu

Contains links to:

• Live chat

• Product releases

• Videos

  • Videos will open in a mini-player on screen.

• Knowledgebase articles

  • Articles will open in a new tab

• Guided walkthroughs

  • Walkthroughs will begin on the page.

The help menu is unique to each page, and the content in the help menu is determined by the page that is currently open.  

Ex: On the Inventory Counts page, users will see videos, article links, and walkthroughs related to inventory counts. On the Forms page, users will see content related to forms.

8

User Menu

The User menu gives users access to the following:

• User Profile

• User Preferences

• Reset Password

• My Workflows

• Log out
  

Reports

Opens the Reports module with the following report pages:

• Ad Hoc Reports

• Budgets

• Custom Financial Reports

• Dashboard

• Financial Dashboard

• Intelligence

• My Reports

• P&L Comparison

• To Do Checklist

Accounting

Opens the Accounting application.

Employee Training

Opens the ExpandShare application in a new tab.

Hire

Opens the Hire application in a new tab.

Operations

Opens the Operations application.

Payroll

Opens the APS Payroll application in a new tab.

Radar

Opens the Radar application in a new tab.

Workforce

Opens the Workforce Payroll application.

Marketplace

Opens www.restaurant365.com/marketplace in a new tab.

More

Lists additional R365 apps available for purchase.

Admin

Opens the Admin module with configuration pages and tools for the following categories:

• Accounting

• General Ledger

• Import

• Integrations

• Inventory

• Labor

• Locations & Legal Entities

• New Beginning Balance

• Payments

• Point of Sale (POS)

• System Setup

• Users & Security

Button/Field

Description

1

Category

A category dropdown. Category options will vary depending on the application selected.

Categories can be expanded or collapsed by clicking the category name. Beneath each category is a dropdown list of all associated pages that users can open.

Categories without dropdowns are standalone features that open when clicked, like R365 Intelligence.

2

Page

Pages that can be accessed within each category. From these pages, users can view grids that list existing records, open, view, and manage said records, and complete R365 actions.

Pages with an open tab icon beside them will open in a new tab, likely in the classic experience of R365.

Account

Opens a blank GL account record. Learn about creating GL accounts.

Budget

Opens the Budget Parameters tool. Learn about creating budgets.

Fiscal Year

Opens a blank fiscal period setup record. Learn about creating fiscal years.

GL Type

Opens a blank GL type record.

Import Journal Entry

Opens the Import Journal Entry tool.

Journal Entry

Opens a blank journal entry record with the type ‘Standard’. Learn about creating journal entries.

Mass DSS

Opens the Mass DSS tool.

Payroll Journal Entry

Opens a blank payroll journal entry record. Payroll journal entries are journal entries with the type ‘Payroll’. Learn about creating payroll journal entries.

Bank

Opens a blank bank record.

Bank Account

Opens a blank GL bank account record.

Deposit

Opens a blank bank deposit record.

Get Bank Activity

Opens the Bank Activity page.

Reconciliation

Opens the Bank Reconciliation tool.

Transfer

Opens a blank bank transfer record.

Withdrawal

Opens a blank bank expense record.

Event

Opens a blank catering event record.

Item

Opens a blank catering item record.

Menu

Opens a blank catering menu record.

Room

Opens a blank room record.

Settings

Opens the Catering Settings page.

Site

Opens a blank site record.

Credit Memo

Opens a blank AR credit memo record.

Customer

Opens a blank customer record.

Customer Payment

Opens a blank AR payment record.

House Accounts

Opens the House Account tool.

Invoice

Opens a blank AR invoice record.

Sales Item

Opens a blank sales item record.

Asset

Opens a blank asset record. Learn about creating assets.

Category

Opens a blank asset category record.

Class

Opens a blank asset class record.

Depreciation

Opens a blank deprecation record.

Import

Opens the Assets Importer tool.

Contact

Opens a blank contact record.

Daily Sales Entry

Opens a blank franchisee daily sales entry record.

Franchisee

Opens a blank franchisee record.

Franchisee Billing

Opens a blank Franchise Billing window.

Store

Opens a blank customer record.

Add to Document Library

Opens the classic Upload Document window.

Email Alert

Opens a blank classic Email Alert tool.

Log Category

Opens a blank classic log category record.

Log Entry

Opens a blank classic log entry record.

Note

Opens a classic employee note. This option is disabled if the new Manager Log is enabled. Learn about creating employee notes.

Task

Opens a blank classic task list record.

Task List Setup

Open a blank classic task list setup record.

Text Alert

Opens a blank Text Alert tool.

Use Manual Task List

Opens the Use Manual Task List tool.

Connect

Opens the Paycom connection settings.

Export

Opens the R365 Payroll Export report found in My Reports.

Credit Memo

Opens a blank AP credit memo record. Learn about creating AP credit memos.

Import AP Transaction

Opens the Import AP Transaction tool.

Invoice

Opens a blank AP invoice record.

Manual Payment

Opens a blank AP payment record. Learn about creating AP payments.

Mass Invoice Entry

Opens a blank Mass Invoice Entry tool.

Payment Run

Opens a blank payment run record. Learn about creating payment runs.

Upload File

Opens the Upload File tool.

Vendor

Opens a blank vendor record.