Synexus Sales Tax Export

The Synexus Sales Tax Export exports sales tax data from R365 into a .csv file, which can then be uploaded to Synexus for processing.

Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

Open the Reports app.
Navigate to My Reports.
Enter all or part of the report name in the search bar.
The Results tab will open with the list of search results.
From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.

Overview of report options in Restaurant365 with highlighted run and customize buttons.

Field/Column	Description
Filter By	A listing of all location categories.
Filter	A listing of all locations associated with the selected location category.
Start Date	The beginning date for the report.
End Date	The ending date for the report.
DSS Status	Whether to include information with DSS status of Approved, Unapproved, or both.
Invoice Status	Whether to include information with invoice status of Approved, Unapproved, or both.
Download	Click to download the Synexus Sales Tax information as a .csv file.

Field/Column	Description
Date	The day, month, and year associated with the data.
Gross Sales	The gross sales dollar amount based on the DSS for this date.
Tax Exempt Sales	The sum of all sales associated with Sales Accounts with the following conditions: Sales Account Type: Tax Category: includes ‘Tax Exempt’ The Category must contain the text as it is written above, including spacing. This field is not case sensitive.
Taxable Sales	The dollar amount of taxable sales recorded on this date. This value is calculated by subtracting the Tax Exempt Sales from Net Sales.
Third Party Sales	The dollar amount total of third-party sales. This column is made up of sales tied to a Payment Type Account with a Payment Group of ‘Third Party Delivery’.
Sales Tax Collected	The dollar amount total of sales tax collected on this date.
Use Tax	All use tax details. This column includes data when the invoice detail is tied to a vendor with the ‘Use Tax’ checkbox checked.
Location Name	The restaurant location name.
Location City	The city of the location.
Location State	The state of the location.
Location Zip Code	The location’s ZIP code.