# Restaurant365

> Knowledge base documentation for Restaurant365.

## doc

- [R365 Knowledge Base](https://docs.restaurant365.com/docs/r365-knowledge-base.md): Browse R365 documentation for accounting, operations, labor, purchasing, and platform setup. Start here to find the article you need.
- [Create a R365 Support Center Login](https://docs.restaurant365.com/docs/support-center-user-account.md): Register a Support Center account to create tickets, check status, and reopen closed tickets in Freshdesk—separate from your R365 login.
- [R365 Support](https://docs.restaurant365.com/docs/r365-support.md): Contact R365 support, submit tickets, and access self-service resources including the knowledge base and community forums.
- [User Research](https://docs.restaurant365.com/docs/user-research.md): Participate in R365 R&D through usability studies, observation calls, onsite visits, and beta testing. Sign up via the interest form.
- [R365 Branded Emails](https://docs.restaurant365.com/docs/r365-branded-emails.md): R365 branded email templates apply to password resets, custom financial reports, report subscriptions, and workflows.
- [Help Menu](https://docs.restaurant365.com/docs/help-menu.md)
- [Help Menu](https://docs.restaurant365.com/docs/help-menus.md): Access page-specific video guides, KB widget, R365 University, Support Center, webinars, release notes, and idea submission from the Help menu.
- [Video Guides](https://docs.restaurant365.com/docs/r365-academy-videos.md): Launch in-app video guides from the Help menu. Play inline, use mini-player while working, or switch to theater mode.
- [Knowledge Base Widget](https://docs.restaurant365.com/docs/knowledge-base-widget.md): In-app widget surfaces contextual KB articles. Supports AI search, drag to reposition, full-screen expand, and new-tab viewing.
- [Submit an Idea](https://docs.restaurant365.com/docs/submit-an-idea.md): Submit product feedback via the Customer Idea Portal from the Help menu. Fill in role, product line, and summary, then review and submit.
- [Find Your R365 Instance](https://docs.restaurant365.com/docs/r365-instance.md): Find your R365 instance URL in the browser address bar or login page. Learn what to do if you don't know it and how to bookmark it.
- [Logging In](https://docs.restaurant365.com/docs/logging-in.md)
- [Log In to R365 (Desktop)](https://docs.restaurant365.com/docs/log-in-to-r365.md): Log in to R365 on a web browser using your instance URL, username, and password or SSO. Includes logout steps and troubleshooting link.
- [Log In to the Legacy R365 App](https://docs.restaurant365.com/docs/logging-in-to-the-r365-app-1.md)
- [Troubleshoot User Login Issues](https://docs.restaurant365.com/docs/troubleshoot-user-login-issues-1.md): Trouble logging into R365? Explore common login errors, solutions, and tips to ensure a smooth access experience to your unique database.
- [R365 Navigation](https://docs.restaurant365.com/docs/r365-navigation-category.md)
- [R365 Navigation](https://docs.restaurant365.com/docs/r365-navigation.md): Navigate R365 using the left navigation rail and module menus. Covers Admin, Operations, and primary navigation areas.
- [R365 Search](https://docs.restaurant365.com/docs/r365-search.md): Use the global search bar in R365 to find records, pages, and articles. Learn search syntax, filter results, and navigate to matches.
- [Multi-Instance Switching](https://docs.restaurant365.com/docs/multi-instance-switching-category.md)
- [Multi-Instance Switching Overview](https://docs.restaurant365.com/docs/multi-instance-switching.md): Switch between connected brand or partner instances with a single sign-in. Use the header switcher, Instances screen, nicknames, and favorites.
- [Instances Screen](https://docs.restaurant365.com/docs/my-instances.md): View all accessible R365 instances, search, filter by All or Favorites, set nicknames, and star favorites from the Instances screen.
- [Multi-Instance Users](https://docs.restaurant365.com/docs/multi-instance-login.md): Multi-instance switching requires matching usernames and verified emails for brand instances, or matching emails for partner-managed instances.
- [Instance Nicknames for Multi-Instance Switching](https://docs.restaurant365.com/docs/multi-instance-nicknames.md): Set a custom display name for an instance in the multi-instance switcher. Requires Edit Instance Nicknames permission; changes apply to all users.
- [Set Favorite Instances for Multi-Instance Switching](https://docs.restaurant365.com/docs/set-favorite-instances-for-multi-instance-switching.md): Mark or unmark R365 instances as favorites on the Instances screen so they appear at the top of the multi-instance switcher dropdown.
- [Notifications](https://docs.restaurant365.com/docs/notifications-folder.md)
- [Notifications](https://docs.restaurant365.com/docs/notifications-overview.md): R365 Notifications alert users to approvals, exceptions, and system events. Learn notification types and where to view them in-app.
- [Notification Center](https://docs.restaurant365.com/docs/notifications-notification-center.md): Enable or disable notifications and choose push, email, or SMS delivery by module in the Notification Center settings screen.
- [Notification Window](https://docs.restaurant365.com/docs/notification-window.md): Open the Notification panel via the Bell icon to view unread alerts, mark all as read, or toggle read/unread per notification.
- [Manage Notifications](https://docs.restaurant365.com/docs/manage-notifications.md): Configure R365 notification preferences: enable or disable specific types and set delivery options per user.
- [Using R365](https://docs.restaurant365.com/docs/using-r365.md)
- [Keyboard Shortcuts](https://docs.restaurant365.com/docs/keyboard-shortcuts.md): R365 keyboard shortcuts for saving records, navigating fields, and opening common pages faster.
- [Working With Smart Grids](https://docs.restaurant365.com/docs/working-with-smart-grids.md): Use Smart Grids to filter, sort, manage columns, run bulk actions, export, and save custom grid views for reuse.
- [Working with Classic List Views](https://docs.restaurant365.com/docs/working-with-list-views.md): Sort, filter, customize columns, export data, and navigate records in Classic List Views within R365's legacy interface.
- [Filter a Table](https://docs.restaurant365.com/docs/filtering-tables.md): Apply filters to R365 tables via the filter panel. Set conditions, combine multiple filters, and clear filters as needed.
- [Adjust Table Columns](https://docs.restaurant365.com/docs/adjust-table-columns.md): Show, hide, reorder, and resize columns in R365 tables using column management options in the table menu.
- [Filter a Table With Column Filters](https://docs.restaurant365.com/docs/filter-a-table-with-column-filters.md): Filter R365 table rows directly from column headers without the main filter panel. Narrow results by specific field values.
- [Change Table Row Height](https://docs.restaurant365.com/docs/change-table-row-height.md): Adjust table row density to Tall, Medium, or Short in R365's new table layout via the Menu button. Settings are per-session only.
- [Manage Table Views](https://docs.restaurant365.com/docs/manage-table-views.md): Create, save, rename, and switch between custom table views in R365 to preserve column, filter, and sort configurations.
- [Export Grid Data](https://docs.restaurant365.com/docs/export-grid-data.md): Export visible filtered R365 grid rows to CSV from standard or classic grid layouts. No special permissions required.
- [Apply Striped Rows To Tables](https://docs.restaurant365.com/docs/apply-row-stripping-to-tables.md): Enable or disable alternating gray row shading on R365 tables via the table menu. Not all tables support striped rows.
- [Address Verification](https://docs.restaurant365.com/docs/address-verification.md): R365 validates and standardizes vendor or location addresses against USPS data to ensure accuracy for payments and records.
- [Version History Panel](https://docs.restaurant365.com/docs/version-panel.md): View past, current, and future saved versions of a record in the Version History panel. Browse version cards and effective dates.
- [Activity Log](https://docs.restaurant365.com/docs/activity-feed.md): View a timestamped action history per record. Filter by All, Activity, or Comments; search entries; @mention users; expand action details.
- [Attachments Tab](https://docs.restaurant365.com/docs/attachments-tab.md): Manage all files on an R365 record from the Attachments tab. Upload, view, download, or delete attachments in one place.
- [Attachment Viewer](https://docs.restaurant365.com/docs/attachment-viewer.md): View AP transaction attachments side-by-side in the Attachment Viewer sidebar. Navigate, zoom, rotate, and download files.
- [Upload File](https://docs.restaurant365.com/docs/upload-file.md): Attach files to any R365 record using the Upload File button—useful for AP invoices. Delete uploaded files with the X icon.
- [How to Import Excel CSV with Leading Zeros](https://docs.restaurant365.com/docs/how-to-import-excel-csv-with-leading-zeros.md): Prevent Excel from stripping leading zeros in CSV imports by formatting columns as Text before saving. Applies to AP invoice and R365 imports.
- [Using Restaurant365 in Other Languages](https://docs.restaurant365.com/docs/using-restaurant365-in-other-languages.md): R365 web is English-only. The mobile app supports English and Spanish. Use Chrome's translate feature for other languages.
- [R365 Mobile Language Options](https://docs.restaurant365.com/docs/r365-mobile-language-options.md): Change the R365 mobile app language to English, Spanish, or Canadian French in User Profile. UI elements only; user data is not translated.
- [System Requirements](https://docs.restaurant365.com/docs/system-requirements.md)
- [Restaurant365 System Requirements](https://docs.restaurant365.com/docs/restaurant365-system-requirements.md): Hardware specs for Windows and Mac, broadband requirements, Chrome browser, POS server specs, and spreadsheet access requirements.
- [R365 Supported Browser](https://docs.restaurant365.com/docs/r365-supported-browser.md): Google Chrome is the only officially supported browser for R365. Other browsers may work but are not fully tested.
- [R365 Domains](https://docs.restaurant365.com/docs/r365-domain.md): An R365 domain is the unique subdomain before .restaurant365.com. Select it when logging into the mobile app with a non-unique User ID.
- [Clear Cache and Cookies on Web Browser](https://docs.restaurant365.com/docs/clear-cache-and-cookies-on-web-browser.md): Clear cache and cookies in Chrome, Firefox, or Safari to resolve R365 display or performance issues. Links to official browser guides.
- [R365 Security Controls](https://docs.restaurant365.com/docs/r365-security-controls.md): Download the R365 security controls white sheet summarizing data protection practices and security controls.
- [R365 Website Shortcut on Tablet](https://docs.restaurant365.com/docs/r365-website-shortcut-on-tablet.md): Add an R365 web page shortcut to your Home screen on iPhone, iPad (Safari), or Android (Chrome) for quick daily access.
- [Scheduled Maintenance](https://docs.restaurant365.com/docs/scheduled-maintenance.md): R365 performs regular maintenance for upgrades and new features. In-app notifications announce maintenance windows.
- [Getting Started](https://docs.restaurant365.com/docs/getting-started.md)
- [R365 Implementation Process (Accounting and Operations)](https://docs.restaurant365.com/docs/what-does-the-onboarding-process-look-like.md): R365 onboarding overview for Accounting (integrations, AP, payroll, cutover) and Operations (items, inventory, recipes) with milestone checklists.
- [Getting Started with Accounting](https://docs.restaurant365.com/docs/getting-started-with-accounting.md)
- [Golden Rules of Accounting](https://docs.restaurant365.com/docs/golden-rules-of-accounting.md): R365 accounting best practices: review DSS before approval, set Payroll JE dates, match bank activity regularly, and close periods on time.
- [Phase 1: Getting Started & Discovery](https://docs.restaurant365.com/docs/phase-1-getting-started-discovery.md): Phase 1: set up Legal Entities, Locations, and Fiscal Calendar; import Chart of Accounts; kick off POS and vendor integrations.
- [Phase 2: Money In](https://docs.restaurant365.com/docs/phase-2-money-in.md): Phase 2: configure POS, approve Daily Sales, record bank deposits, set up third-party delivery, and run P&L reports. Timeline: 2–3 weeks.
- [Phase 3: Money Out](https://docs.restaurant365.com/docs/phase-3-money-out.md): Phase 3: set up vendors, AP invoicing, manual and run-based payments, and bank expense recording. Covers AP Capture and R365 Payments.
- [Phase 4: Accounting Cutover](https://docs.restaurant365.com/docs/phase-4-accounting-cutover.md): Phase 4 checklist: finalize legacy period-end, match starting balances, import open AP/AR and uncleared bank transactions in R365.
- [Accounting Cutover Process](https://docs.restaurant365.com/docs/accounting-cutover-process.md): Go Live cutover: match legacy balances to R365 starting balances, migrate open AP/AR and bank transactions. Includes cutover FAQs.
- [Phase 5: Banking](https://docs.restaurant365.com/docs/phase-5-banking.md): Phase 5: learn undeposited funds, bank expenses vs. AP payments, and complete a Bank Reconciliation against the Balance Sheet.
- [Phase 6: Payroll](https://docs.restaurant365.com/docs/phase-6-payroll.md): Covers recording payroll in R365: creating payroll JEs, reversing accruals, and reconciling banking transactions.
- [Accounting Onboarding to Adoption](https://docs.restaurant365.com/docs/accounting-onboarding-to-adoption.md): Final onboarding phase: self-audit your database, use the Support Center, complete DWM tasks, and transition to ongoing R365 adoption.
- [Key Accounting Reports](https://docs.restaurant365.com/docs/key-accounting-reports.md): Overview of six core R365 accounting reports: P&L, GL Account Detail, Balance Sheet, AP Aging, AR Aging, and Bank Reconciliation.
- [Using Monday.com](https://docs.restaurant365.com/docs/using-mondaycom.md): Use Monday.com during R365 onboarding to track implementation tasks, access call recordings, and submit files to your R365 Coach.
- [Exporting Data from QuickBooks®](https://docs.restaurant365.com/docs/exporting-data-from-quickbooks.md)
- [Export Chart of Accounts List From QuickBooks® Desktop](https://docs.restaurant365.com/docs/export-chart-of-accounts-list-from-quickbooks-desktop.md): Export the Account Listing from QuickBooks Desktop to CSV, number accounts with R365's suggested structure, and prepare for R365 import.
- [Export Chart of Accounts List From QuickBooks® Online](https://docs.restaurant365.com/docs/export-chart-of-accounts-list-from-quickbooks-online.md): Export, number, and reformat the Account List from QuickBooks Online for import into R365 using NRA-based account numbering.
- [Export Vendor List From QuickBooks® Desktop](https://docs.restaurant365.com/docs/export-vendor-list-from-quickbooks-desktop.md): Download, deduplicate, and reformat the Vendor Contact List from QuickBooks Desktop for import into R365 via Setup Assistant.
- [Export Vendor List From QuickBooks® Online](https://docs.restaurant365.com/docs/export-vendor-list-from-quickbooks-online.md): Download, clean, and reformat your QuickBooks Online vendor list as a CSV file for import into R365.
- [Export Customer List From QuickBooks® Desktop](https://docs.restaurant365.com/docs/export-customer-list-from-quickbooks-desktop.md): Export the Customer Contact List from QuickBooks Desktop as CSV, remove duplicates, and reformat it for import into R365.
- [Export Customer List From QuickBooks® Online](https://docs.restaurant365.com/docs/export-customer-list-from-quickbooks-online.md): Export the Customer Contact List from QuickBooks Online, remove duplicates, and reformat as CSV for import into R365.
- [Pulling Data from QuickBooks® Desktop for R365 Migration](https://docs.restaurant365.com/docs/pulling-data-from-quickbooks-desktop-for-r365-migration.md): Export Trial Balance and Transaction Detail reports from QuickBooks Desktop on accrual basis for R365 migration. Send to the Data Import team.
- [Pulling Data from QuickBooks® Online for R365 Migration](https://docs.restaurant365.com/docs/pulling-data-from-quickbooks-online-for-r365-migration.md): Export two Trial Balances and two Transaction Detail reports from QuickBooks Online for R365 migration. Send to a Data Import Specialist.
- [Completing a Crosswalk](https://docs.restaurant365.com/docs/completing-a-crosswalk.md): Complete the account mapping Crosswalk file during R365 migration: review field definitions, enter mappings, and handle duplicates.
- [Getting Started with Operations](https://docs.restaurant365.com/docs/getting-started-with-operations.md)
- [Golden Rules of Operations](https://docs.restaurant365.com/docs/golden-rules-of-operations.md): Best-practice dos and don'ts for R365 Operations covering UofMs, Purchased Items, Vendor Items, Inventory Counts, Recipes, and Menu Items.
- [Using Monday.com](https://docs.restaurant365.com/docs/using-mondaycom-1.md)
- [Preparation for Operations](https://docs.restaurant365.com/docs/preparation-for-operations.md): Pre-onboarding guide for Operations Power Users: qualifications, call expectations, topics to prepare, and documents to gather.
- [Phase 1: Items In](https://docs.restaurant365.com/docs/phase-1-items-in.md): Ops Phase 1: import Purchased Items, Units of Measure, and Vendor Items; map Item Categories to GL Accounts. Timeline: 3–4 weeks.
- [Phase 2: Item Management and Transactions](https://docs.restaurant365.com/docs/phase-2-item-management-and-transactions.md): Ops Phase 2: set up itemized invoicing, map vendor items, configure manager users, and establish daily AP tasks. Timeline: 3–4 weeks.
- [Phase 3: Inventory](https://docs.restaurant365.com/docs/phase-3-inventory.md): Ops Phase 3: build inventory count templates, train managers, and align beginning balance with accounting calendar. Timeline: 2–3 weeks.
- [Phase 4: Recipes](https://docs.restaurant365.com/docs/phase-4-recipes.md): Ops Phase 4: learn recipe and menu item concepts, map recipes to POS items for COGS tracking and theoretical depletion. Timeline: 2 weeks.
- [Phase 5: Scheduling](https://docs.restaurant365.com/docs/phase-5-scheduling.md): Ops Phase 5: set up Scheduling, update employee records, exclude jobs, and train managers on shift creation. Timeline: 1–2 weeks.
- [Phase 6: Ops Onboarding to Adoption](https://docs.restaurant365.com/docs/phase-6-ops-onboarding-to-adoption.md): Final ops onboarding phase: self-audit your database, use the Support Center, and build daily/weekly/monthly R365 habits. Timeline: 1 week.
- [Operations Reporting Essentials](https://docs.restaurant365.com/docs/reporting-essentials.md): Video guide to key ops reports: Purchasing, Actual vs. Theoretical, P&L Comparison, Weekly Review, and Profit & Loss Layout.
- [Restaurant Operational Reports List](https://docs.restaurant365.com/docs/restaurant-operational-reports-list.md): R365 operational reports index: Inventory, Sales, Labor, Vendor, Customer, Human Resources, and Location reports with links.
- [Key Operations Reports](https://docs.restaurant365.com/docs/key-operations-reports.md): Key ops reports with frequency chart: Actual vs. Theoretical, Weekly Review, P&L Comparison, Vital Signs, COGS Analysis, and purchasing.
- [Key Labor Reports](https://docs.restaurant365.com/docs/key-labor-reports.md): Five essential labor reports: Flash Report, Weekly Review–Location, Overtime Warning, Sales and Labor Breakout, and Labor Actual vs. Scheduled.
- [Building Great Habits](https://docs.restaurant365.com/docs/building-great-habits.md)
- [Daily, Weekly, Monthly, and Quarterly Tasks (Accounting and Operations)](https://docs.restaurant365.com/docs/daily-weekly-monthly-quarterly-tasks-accounting-operations.md): Master DWM checklist linking all recurring R365 accounting and operations tasks by daily, weekly, monthly, and quarterly frequency.
- [Quarterly Accounting Self-Audit](https://docs.restaurant365.com/docs/quarterly-accounting-self-audit.md): Quarterly accounting checklist: clear AP/AR aging, review user permissions, reconcile bank deposits, and review third-party transactions.
- [Quarterly Operations Self-Audit](https://docs.restaurant365.com/docs/quarterly-operations-self-audit.md): Quarterly ops checklist: validate item setup and UofMs with the Wellness Check Workbook and review labor setup, employee status, and break rules.
- [Adoption Journey](https://docs.restaurant365.com/docs/adoption-journey-folder.md)
- [Adoption Journey Roadmap](https://docs.restaurant365.com/docs/adoption-journey.md): Post-implementation Adoption Journey: 4-quarter roadmap using the DWM Checklist to build healthy R365 habits with support resources.
- [Setup Review and Daily Tasks](https://docs.restaurant365.com/docs/setup-review-and-daily-tasks.md): Maintain daily R365 tasks via To Do Checklist and DSS review. Consistent daily habits support faster period close and accurate reporting.
- [Continuing Education Webinar Series](https://docs.restaurant365.com/docs/continuing-education-webinar-series.md): Recorded R365 webinars covering CFR Writer, Budgeting, Reporting 101, Bank Reconciliation, Item Maintenance, Recipes, and Top 5 Reports.
- [Weekly Tasks and Reports](https://docs.restaurant365.com/docs/weekly-tasks-and-reports.md): Weekly R365 habits: verify payroll accrual reversals, check item costs, review and approve inventory counts, and analyze labor variances.
- [Inventory Clean Up Process](https://docs.restaurant365.com/docs/inventory-clean-up-process.md): 8-step inventory cleanup: categorize items, rename, flag duplicates, review UofMs, remap Vendor Items, verify equivalences, rebuild count templates.
- [Monthly Tasks and Reports](https://docs.restaurant365.com/docs/monthly-tasks-and-reports.md): Monthly tasks: bank reconciliation, inventory count, and review Balance Sheet, P&L, Actual vs. Theoretical, and Menu Item Analysis reports.
- [Quarterly Tasks and Reports](https://docs.restaurant365.com/docs/quarterly-tasks-and-reports.md): Two quarterly self-audits: Accounting (AP/AR aging, user permissions) and Operations (item setup, GL mapping, labor). Set a recurring reminder.
- [Quarterly Recap](https://docs.restaurant365.com/docs/quarterly-recap.md): End-of-quarter recap: DWM task benefits including timely period close, accurate COGS, vendor accountability, and location profitability.
- [Defining Your Data](https://docs.restaurant365.com/docs/defining-your-data.md): Use R365 metrics, labor goals, sales forecasts, and key labor reports to build a data-driven culture and manage restaurant costs.
- [Visualizing Your Data with Dashboards](https://docs.restaurant365.com/docs/visualizing-your-data-with-dashboards.md): Three R365 dashboards: Labor (YoY labor cost), Operations (hourly sales/labor), and Financial (COGS%, EBIT, profit margins).
- [Restaurant365 Certifications Overview](https://docs.restaurant365.com/docs/restaurant365-certifications-overview.md): R365 certifications for Accounting and Operations Foundations: eligibility, 85% passing score, exam format, topics, and digital credentials.
- [Release Notes](https://docs.restaurant365.com/docs/release-notes.md)
- [Release Notes: New Releases](https://docs.restaurant365.com/docs/release-notes-new-releases.md): Published R365 release notes covering new features, enhancements, and bug fixes across all modules. Updated with each product release.
- [2026](https://docs.restaurant365.com/docs/2026.md)
- [Release Notes: Q1 2026](https://docs.restaurant365.com/docs/release-notes-january-2026.md): Jan 2026: manual menu item creation, Capture AI Draft Transaction screen, doc attachments, mobile employee directory, SSO controls.
- [Release Notes: Q2 2026](https://docs.restaurant365.com/docs/release-notes-quarter-2-2026.md): Explore the R365 updates made in Quarter 2, 2026.
- [2025](https://docs.restaurant365.com/docs/2025.md)
- [Release Notes: Q1 2025](https://docs.restaurant365.com/docs/release-notes-january-2025.md): January 2025 R365 product updates: new features and enhancements across accounting, operations, workforce, and reporting.
- [Release Notes: Q4 2025](https://docs.restaurant365.com/docs/release-notes-q4-2025.md): Oct 2025: redesigned AP invoice upload, new bank activity experience, bank transfer redesign, Rule Vault rollout, fuzzy global search.
- [Release Notes: Q3 2025](https://docs.restaurant365.com/docs/release-notes-july-2025.md): July 2025: admin-assigned report favorites, Rule Vault custom matching rules, new Docs-to-Process default invoice type preference.
- [Release Notes: Q2 2025](https://docs.restaurant365.com/docs/release-notes-april-2025.md): April 2025: user editing security update, R365 Payments refunds, vendor item deletion prevention, mobile My Tasks widget, NDCP integration.
- [Frequently Asked Questions](https://docs.restaurant365.com/docs/frequently-asked-questions.md)
- [Administration FAQ](https://docs.restaurant365.com/docs/administration-faq.md): Admin FAQ: fiscal year setup, why GL accounts can't be deleted, how to download chart of accounts, and troubleshooting user email settings.
- [Accounting FAQ](https://docs.restaurant365.com/docs/accounting-faq.md): Accounting FAQ: answers to AP, AR, bank reconciliation, journal entry, GL account, fiscal year, and workflow questions in R365.
- [Smart Ops FAQs](https://docs.restaurant365.com/docs/smart-ops-faqs.md): Smart Ops FAQs covering daily sales, forecasting, labor, scheduling, inventory, waste logs, and common usage questions.
- [My Reports FAQs](https://docs.restaurant365.com/docs/reporting-faqs.md): My Reports FAQ: prior-year Flash Report sales, daily comps, week start dates, favorite reports, and Report Subscription date issues.
- [Getting Started FAQ](https://docs.restaurant365.com/docs/getting-started-faq.md): Getting Started FAQ: how to identify and report system issues, contact R365 support, and inquire about billing for products.
- [Fixed Assets FAQ](https://docs.restaurant365.com/docs/fixed-assets-faq-1.md)
- [R365 Payments: Frequently Asked Questions (FAQ)](https://docs.restaurant365.com/docs/r365-payments-frequently-asked-questions-faq-1.md)
- [Advantage Migration to R365](https://docs.restaurant365.com/docs/advantage-migration-to-r365.md)
- [Advantage & R365 Report Comparison](https://docs.restaurant365.com/docs/advantage-r365-report-comparison.md): Map Advantage reports to R365 equivalents for accounting (P&L, AP/AR Aging) and operations (AvT, Product Mix, Menu Item Analysis).
- [Advantage to R365 Migration Best Practices](https://docs.restaurant365.com/docs/advantage-to-r365-migration-best-practices.md): Best practices for migrating from Advantage to R365: data setup, configuration steps, and recommendations for a smooth transition.
- [Introduction to R365 for Advantage Users](https://docs.restaurant365.com/docs/introduction-to-r365-for-advantage-users.md): Orientation guide for Advantage users: software access, navigation, POS mapping, EDI, reporting, inventory, and key differences from Advantage.
- [How To Videos](https://docs.restaurant365.com/docs/how-to-videos.md)
- [Using R365 How To Videos](https://docs.restaurant365.com/docs/using-r365-how-to-videos.md)
- [Log In to the Legacy R365 App](https://docs.restaurant365.com/docs/log-in-to-the-r365-app.md)
- [Log In to R365 (Desktop)](https://docs.restaurant365.com/docs/log-in-to-r365-desktop.md): Log in to R365 on a web browser using your instance URL, username, and password or SSO. Includes logout steps and troubleshooting link.
- [Reset and Update Passwords](https://docs.restaurant365.com/docs/reset-and-update-passwords.md)
- [Update Password (Mobile)](https://docs.restaurant365.com/docs/r365-app-reset-user-password-1.md)
- [Forecasting How To Videos](https://docs.restaurant365.com/docs/forecasting-how-to-videos.md)
- [Adjusting Forecasts](https://docs.restaurant365.com/docs/adjusting-forecasts.md)
- [Publishing Forecasts](https://docs.restaurant365.com/docs/publishing-forecasts.md)
- [Create and Edit Forecast Configuration Groups](https://docs.restaurant365.com/docs/create-and-edit-forecast-configuration-groups-1.md)
- [Create and Edit a Forecast Rule](https://docs.restaurant365.com/docs/create-and-edit-a-forecast-rule-1.md)
- [Create, Edit, or Delete an Event](https://docs.restaurant365.com/docs/create-edit-or-delete-an-event.md)
- [R365 API How To Videos](https://docs.restaurant365.com/docs/r365-api-how-to-videos.md)
- [Connecting to the OData Connector via Excel](https://docs.restaurant365.com/docs/connecting-to-the-odata-connector-via-excel-1.md)
- [Restaurant365 OData Connector](https://docs.restaurant365.com/docs/restaurant365-odata-connector-1.md)
- [EDI How To Videos](https://docs.restaurant365.com/docs/edi-how-to-videos.md)
- [Identify EDI Import Errors](https://docs.restaurant365.com/docs/identify-edi-import-errors-1.md)
- [Inventory How To Videos](https://docs.restaurant365.com/docs/inventory-how-to-videos.md)
- [Validate an Inventory Count](https://docs.restaurant365.com/docs/validate-an-inventory-count-1.md)
- [Deplete Items From Inventory](https://docs.restaurant365.com/docs/deplete-items-from-inventory-1.md)
- [R365 Intelligence How To Videos](https://docs.restaurant365.com/docs/r365-intelligence-how-to-videos.md)
- [AI Dashboards: R365 Dashboard Masters Overview](https://docs.restaurant365.com/docs/r365-intelligence-r365-dashboard-masters-overview.md)
- [Sharing Dashboards in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-sharing-dashboards-1.md)
- [AI Dashboard Subscriptions](https://docs.restaurant365.com/docs/r365-intelligence-dashboard-subscriptions-1.md)
- [Editing AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-editing-dashboards-1.md)
- [AI Dashboards: Datasets vs Objects](https://docs.restaurant365.com/docs/r365-intelligence-datasets-vs-objects-1.md)
- [Adding Data by Dataset to AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-adding-data-by-dataset-1.md)
- [Adding Data by Existing Objects to AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-adding-data-by-existing-objects-1.md)
- [AI Dashboards: Troubleshoot Join Errors](https://docs.restaurant365.com/docs/r365-intelligence-troubleshoot-join-errors.md)
- [Creating Metrics in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-creating-metrics-1.md)
- [Using Filters in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-using-filters-1.md)
- [Creating Element Groups in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-creating-element-groups-1.md)
- [Adding Thresholds to Visualizations in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-adding-thresholds-to-visualizations-1.md)
- [Importing New Data to AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-importing-new-data-1.md)
- [Home](https://docs.restaurant365.com/docs/home.md)
- [Set a Default Home Dashboard](https://docs.restaurant365.com/docs/set-a-default-dashboard.md): Set a default home dashboard in R365 so you land on your preferred view on login. Change the default setting at any time.
- [Operations Overview Dashboard](https://docs.restaurant365.com/docs/operations-overview-page.md): Operations Overview Dashboard shows aggregate operational data across locations: sales trends, labor percentages, and key performance indicators.
- [Labor Dashboard](https://docs.restaurant365.com/docs/labor-dashboard-category.md)
- [Labor Dashboard](https://docs.restaurant365.com/docs/labor-dashboard.md): Labor Dashboard in Smart Ops shows labor hours, costs, overtime, and scheduling data by location with date range and location filtering.
- [Labor Dashboard Saved Views](https://docs.restaurant365.com/docs/labor-dashboard-saved-views.md): Create, manage, and set default saved views on the Labor Dashboard to preserve location, widget, and report type settings.
- [Operations Dashboard](https://docs.restaurant365.com/docs/operations-dashboard.md): R365 Operations Dashboard displays key metrics including sales, labor, and food cost data to monitor location performance.
- [Onboarding Dashboard](https://docs.restaurant365.com/docs/onboarding-dashboard-1.md)
- [What to Expect During Onboarding](https://docs.restaurant365.com/docs/r365-onboarding.md): R365 onboarding overview: complete the Onboarding Dashboard setup, then work with an Implementation Specialist on Accounting and Operations.
- [Onboarding Dashboard Overview](https://docs.restaurant365.com/docs/onboarding-dashboard-overview.md): Onboarding Dashboard overview: step cards, completion indicators, step sequencing, and navigation for required and optional setup tasks.
- [Onboarding Dashboard](https://docs.restaurant365.com/docs/onboarding-dashboard.md): Onboarding Dashboard guides new customers through setup: legal entities, locations, calendar, start of business day, and POS integration.
- [Legal Entity Setup in the Onboarding Dashboard](https://docs.restaurant365.com/docs/legal-entity-setup.md): Set up your Legal Entity during R365 onboarding: enter legal name, address, and EIN. Add multiple entities before creating locations.
- [Location Setup in the Onboarding Dashboard](https://docs.restaurant365.com/docs/location-step.md): Create locations during R365 onboarding with name, address, legal entity, and timezone. Required before calendar and POS setup.
- [Calendar Setup in the Onboarding Dashboard](https://docs.restaurant365.com/docs/calendar-setup.md): Configure fiscal and operational calendars during R365 onboarding: set period dates, work week definition, and assign to locations.
- [Start of Business Day Setup in the Onboarding Dashboard](https://docs.restaurant365.com/docs/start-of-business-day-setup.md): Configure Start of Business Day during onboarding to set when each location's business day begins. Must match your POS reset time.
- [POS Setup in the Onboarding Dashboard](https://docs.restaurant365.com/docs/pos-setup.md): Request POS integration per location in the Onboarding Dashboard. Submitting creates an R365 support ticket to coordinate integration setup.
- [Vendor Integrations Setup in the Onboarding Dashboard](https://docs.restaurant365.com/docs/vendor-integrations-setup.md): Connect supported vendors to R365 for automatic AP invoice imports during onboarding. Enter vendor details, OPCO codes, and assign locations.
- [Setup Legal Entities in the Onboarding Dashboard](https://docs.restaurant365.com/docs/onboarding-dashboard-create-a-legal-entity.md): Create legal entities during R365 onboarding: enter legal name, address, and EIN. Required before locations can be created.
- [Setup Locations in the Onboarding Dashboard](https://docs.restaurant365.com/docs/onboarding-dashboard-create-a-location.md): Create R365 locations during onboarding: enter name, address, legal entity, and timezone to unlock subsequent setup steps.
- [Setup Calendars in the Onboarding Dashboard](https://docs.restaurant365.com/docs/onboarding-dashboard-create-a-calendar.md): Create fiscal and operational calendars during R365 onboarding: enter calendar name, period dates, work week start day, and assign to locations.
- [Setup Start of Business Day in the Onboarding Dashboard](https://docs.restaurant365.com/docs/onboarding-dashboard-create-a-start-of-business-day.md): Set Start of Business Day during R365 onboarding: name groups, assign locations, and set effective date and start time to match POS.
- [Setup POS Integrations in the Onboarding Dashboard](https://docs.restaurant365.com/docs/setup-pos-integration-in-the-onboarding-dashboard.md): Submit POS integration requests during R365 onboarding: select POS system, enter connection details per location, and create a support ticket.
- [Setup Vendor Integrations in the Onboarding Dashboard](https://docs.restaurant365.com/docs/setup-vendor-integrations-in-the-onboarding-dashboard.md): Submit vendor integration requests during R365 onboarding: select vendor, enter contact and OPCO details, assign locations, and submit.
- [Financial Dashboard](https://docs.restaurant365.com/docs/financial-dashboard.md)
- [Financial Dashboard](https://docs.restaurant365.com/docs/financial-dashboard-overview-security.md): Financial Dashboard shows location data by day, week, month, period, or annual timeframes vs. prior year. Requires Custom Financial Reports.
- [Financial Dashboard: Dashboard Widgets](https://docs.restaurant365.com/docs/financial-dashboard-dashboard-widgets.md): Financial Dashboard widgets display financial KPIs and P&L categories. Assign widgets through report roles to control visibility per user.
- [Financial Dashboard: Date Settings](https://docs.restaurant365.com/docs/financial-dashboard-date-settings.md): Set the Financial Dashboard Date Range (Today through Custom) and Comparison Year. Review conflict warnings when settings overlap.
- [Financial Dashboard: Customize the Dashboard](https://docs.restaurant365.com/docs/financial-dashboard-customize-the-dashboard.md): Rearrange widgets, swap House Shortcuts, archive report widgets, add a branding logo, and toggle zero-balance settings on the Financial Dashboard.
- [Financial Dashboard: Saved Views](https://docs.restaurant365.com/docs/financial-dashboard-saved-views.md): Create, name, and manage custom saved views of the Financial Dashboard with preset locations, date settings, and widgets.
- [Financial Dashboard - Saved Views Across Instances](https://docs.restaurant365.com/docs/financial-dashboard-sharing-saved-views-across-instances.md): Channel Partners can share Financial Dashboard saved views across all managed instances. Covers creation, editing, and sharing restrictions.
- [Task Dashboard](https://docs.restaurant365.com/docs/task-dashboard.md)
- [Tasks Dashboard](https://docs.restaurant365.com/docs/tasks-dashboard.md): Tasks Dashboard centralizes task management across R365 modules with task status, assignments, due dates, and filters.
- [Drilldown on Tasks](https://docs.restaurant365.com/docs/drilldown-on-tasks.md): Drill into tasks from the Tasks Dashboard to view details, update status, add comments, and take action on assignments.
- [Dashboard (Classic)](https://docs.restaurant365.com/docs/rd-dashboards.md)
- [Creating/Modifying Classic Dashboards](https://docs.restaurant365.com/docs/creatingmodifying-dashboards.md): Create, edit, resize, and save Classic Dashboards using Dashboard Designer: add dashlets, arrange by drag-and-drop, and save to folders.
- [Dashboard Elements](https://docs.restaurant365.com/docs/dashboard-elements.md): Six Classic Dashboard elements: default dashboard setting, chart type selector, window expansion, hover for values, show/hide, and zoom in.
- [Reports](https://docs.restaurant365.com/docs/reports.md)
- [P&L Comparison](https://docs.restaurant365.com/docs/pl-comparison-screen.md): P&L Comparison shows side-by-side P&L across all locations by amount or percentage with anonymized names. Set parameters, detail level, and sort.
- [Custom Financial Reports](https://docs.restaurant365.com/docs/custom-financial-reports.md)
- [Custom Financial Reports Writer: Overview and Security](https://docs.restaurant365.com/docs/custom-financial-reports-writer-overview-and-security.md): CFR Writer overview: navigation path, permissions for reports and templates, Report Role access, and location access controls.
- [R365 Custom Financial Reports Writer: Initial Setup](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-initial-setup.md): Four-step CFR setup: add service, provision the database (up to 24 hrs), configure Organization Structure, then build reports.
- [R365 Custom Financial Reports Writer: Organizational Structure](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-organizational-structure.md): Configure a custom org hierarchy in CFR System Preferences using Location Reporting Categories for region- or concept-based reporting.
- [R365 Custom Financial Reports Writer: Building Reports](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-building-reports.md): Build CFR reports by creating templates with row and column layouts, adding reports, setting org unit filters, and using NRA example reports.
- [R365 Custom Financial Reports Writer: Templates](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-templates.md): Create and manage CFR templates that pair row and column layouts as reusable structures for generating custom financial reports.
- [R365 Custom Financial Report Writer: Report Rows](https://docs.restaurant365.com/docs/r365-custom-financial-report-writer-report-rows.md): Build CFR template row layouts: add GL account rows, dynamic row groups, subtotals, calculation rows, and configure formatting.
- [R365 Custom Financial Reports Writer: Report Columns](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-report-columns.md): Configure CFR template column layouts: add data, calculation, and blank columns; set date periods, org unit settings, and formatting.
- [R365 Custom Financial Reports Writer: Creating Reports](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-creating-reports.md): Create a Custom Financial Report from a template. Set org unit filters, viewer access, and date parameters, then save or run from the list.
- [R365 Custom Financial Reports Writer: Combination Reports](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-combination-reports.md): Create CFR combination reports that merge P&L and Balance Sheet types into a single output with shared column and row layouts.
- [R365 Custom Financial Report Writer: Running Reports](https://docs.restaurant365.com/docs/r365-custom-financial-report-writer-running-reports.md): Run Custom Financial Reports: select org units, date parameters, and filters; export to PDF or Excel or schedule automated delivery.
- [R365 Custom Financial Reports: Assigning Reports](https://docs.restaurant365.com/docs/r365-custom-financial-reports-assigning-reports.md): Grant users access to Custom Financial Reports via the Financial Report Viewer field or Report Role Setup page.
- [R365 Custom Financial Reports Writer: Report Packages](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-report-packages.md): Create and run CFR Report Packages that bundle multiple reports. Configure repeat settings, org units, and GL Detail inclusion per item.
- [R365 Custom Financial Report Writer: Report Groups](https://docs.restaurant365.com/docs/r365-custom-financial-report-writer-report-groups.md): Create, run, and edit Report Groups within CFR Report Packages. Control report ordering by org unit or repeat value.
- [R365 Custom Financial Report Writer: Reports with Multiple Fiscal Year Structures](https://docs.restaurant365.com/docs/r365-custom-financial-report-writer-reports-with-multiple-fiscal-year-structures.md): CFR uses one Fiscal Structure per report run. Run entities with different fiscal structures in separate runs or Report Packages.
- [R365 Custom Financial Reports Writer: Report Viewer](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-report-viewer.md): Report Viewer: view, navigate, and export completed Custom Financial Reports with drill-down, column sorting, and export options.
- [Custom Financial Reports Page](https://docs.restaurant365.com/docs/custom-financial-reports-page.md): Custom Financial Reports list page: access, manage, and navigate Reports and Templates built with the R365 Financial Report Writer.
- [Duplicate a CFR report](https://docs.restaurant365.com/docs/duplicate-a-report-in-cfr.md): Duplicate a CFR report by creating a new template and assigning the same Row and Column Layouts from the original.
- [R365 Custom Financial Reports Writer - Across Instances](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-sharing-across-instances.md): Share CFR templates and packages across multiple R365 instances. Review validation requirements for layouts and non-shareable configurations.
- [AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence.md)
- [Introducing AI Dashboards: The New Name for R365 Intelligence](https://docs.restaurant365.com/docs/introducing-ai-dashboards-the-new-name-for-r365-intelligence.md): R365 Intelligence is now AI Dashboards. New features: Auto Dashboard, Auto Summary, Auto Answers, and Parameters. Legacy UI comparison included.
- [R365 AI Dashboards Updates - February 2026](https://docs.restaurant365.com/docs/r365-intelligence-refreshed-look-coming-soon.md): Feb 2026 AI Dashboards update: View menu removed from edit mode, new left sidebar, Content and Datasets panels merged into one tabbed panel.
- [AI Dashboards: Overview & Security](https://docs.restaurant365.com/docs/r365-intelligence-overview-security.md): AI Dashboards overview: capabilities, required permissions, Builder/Viewer roles, navigation path, and links to setup and feature articles.
- [AI Dashboards Glossary](https://docs.restaurant365.com/docs/r365-intelligence-glossary.md): AI Dashboards glossary: definitions for dataset, visualization, dimension, measure, filter, dashboard, and other BI terms.
- [R365 AI Dashboards FAQ](https://docs.restaurant365.com/docs/r365-intelligence-faq.md): AI Dashboards FAQ: features, data access, permissions, subscriptions, and common usage questions for R365 AI Dashboards.
- [Install the AI Dashboards Excel Plug In](https://docs.restaurant365.com/docs/install-the-r365-intelligence-excel-plug-in.md): Download, install, and connect the AI Dashboards Excel plug-in to pull live R365 dashboard data directly into Excel workbooks.
- [Excel Plug-in](https://docs.restaurant365.com/docs/excel-plugin.md): AI Dashboards Excel Plug-in: connect to R365 data, refresh workbook data, and work with datasets exported from AI Dashboards.
- [Dashboards](https://docs.restaurant365.com/docs/dashboards-1.md)
- [Adding Data by Dataset to AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-adding-data-by-dataset.md): Add pre-configured datasets to AI Dashboards: choose live or in-memory access, manage multiple datasets, and use with Auto Answers.
- [Adding Data by Existing Objects to AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-adding-data-by-existing-objects.md): Add data to AI Dashboards by selecting existing R365 objects (sales, labor, inventory), configure fields, and enable for visualizations.
- [AI Dashboards View Mode](https://docs.restaurant365.com/docs/r365-intelligence-dashboard-views.md): AI Dashboards view mode: use table of contents, bookmarks, reset/undo/redo, filter settings, and edit button. Export visualization data.
- [Editing AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-editing-dashboards.md): AI Dashboards edit mode: add pages, chapters, visualizations, and data. Use the datasets and editor panels, name the dashboard, and save.
- [AI Dashboards: Auto Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-ai-auto-dashboard.md): Auto Dashboard AI feature: build dashboards by prompting an AI in edit mode. Generate visualizations and enable Auto Answers for view mode.
- [AI Dashboards: Auto Answers](https://docs.restaurant365.com/docs/r365-intelligence-auto-answers.md): Auto Answers chatbot in AI Dashboards: type natural-language questions, get visualization or narrative responses, and ask follow-ups.
- [AI Dashboards: Auto Summary](https://docs.restaurant365.com/docs/r365-intelligence-auto-summary.md): Auto Summary generates a narrative summary of a dashboard page. Enable in edit mode, configure scope, set auto-refresh, and view in view mode.
- [AI Dashboard Action Menu](https://docs.restaurant365.com/docs/r365-intelligence-dashboard-action-menu.md): Dashboard action menu: open, edit, share, duplicate, subscribe to, and delete dashboards. Supports bulk actions from the library.
- [Duplicating Dashboards in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-duplicating-dashboards.md): Duplicate one or multiple dashboards from the library. R365 Dashboard Masters must be duplicated before editing. Includes bulk duplication steps.
- [Dashboard Report Drill Downs](https://docs.restaurant365.com/docs/r365-intelligence-report-drill-downs.md): Drill down, up, or across attributes in AI Dashboard visualizations. Right-click for drill targets, undo drilling, or clear drill conditions.
- [AI Dashboards: Datasets vs Objects](https://docs.restaurant365.com/docs/r365-intelligence-datasets-vs-objects.md): Datasets suit complex cross-domain reports; individual objects suit smaller dashboards. Includes granularity rules and a use-case reference table.
- [AI Dashboard Subscriptions](https://docs.restaurant365.com/docs/r365-intelligence-dashboard-subscriptions.md): Schedule email delivery of AI Dashboard snapshots: set frequency, add users or external recipients. Private dashboards cannot be subscribed to.
- [Importing New Data to AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-importing-new-data.md): Import Excel, CSV, or JSON files into AI Dashboards as custom datasets. Upload, preview data, select worksheets, and store in a shared location.
- [Sharing Dashboards in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-sharing-dashboards.md): Share AI Dashboards with R365 users: set private or public sharing, assign Viewer/Editor/Author roles, and manage location-based data security.
- [Dashboard Prompts](https://docs.restaurant365.com/docs/dashboard-prompts.md): Prompt window opens when you launch an AI Dashboard. Set date range, choose custom or default answers, save selections, and click Run.
- [Use Parameters in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-use-parameters.md): Create parameter selectors in AI Dashboards for dynamic what-if controls. Let viewers switch data views without editing the dashboard.
- [AI Dashboards: R365 Dashboard Masters](https://docs.restaurant365.com/docs/r365-intelligence-r365-dashboard-masters-category.md)
- [AI Dashboards: R365 Dashboard Masters Overview](https://docs.restaurant365.com/docs/r365-intelligence-r365-dashboard-masters.md): Pre-built R365 Dashboard Masters: Intraday, Labor, PMIX, Sales, Purchasing & Receiving, Menu Engineering, Key Info Comparative. Duplicate to edit.
- [AI Dashboards: Labor Dashboard Master](https://docs.restaurant365.com/docs/r365-intelligence-labor-dashboard-master.md): Labor Dashboard Master shows actual vs. scheduled hours, overtime, labor percentage, and labor cost by location and time period.
- [AI Dashboards: Sales Dashboard Master](https://docs.restaurant365.com/docs/r365-intelligence-sales-dashboard-master.md): Sales Dashboard Master shows gross and net sales trends, location comparisons, check count, guest count, and performance across time periods.
- [AI Dashboards: PMIX Dashboard Master](https://docs.restaurant365.com/docs/r365-intelligence-pmix-dashboard-master.md): PMIX Dashboard Master shows menu item sales counts, mix percentages, and performance broken down by item and category.
- [AI Dashboards: Purchasing & Receiving Dashboard Master](https://docs.restaurant365.com/docs/r365-intelligence-purchasing-receiving-dashboard-master.md): Purchasing & Receiving Dashboard shows ordered and received data by item, category, and vendor with a Pricing Analysis grid.
- [AI Dashboards: Intraday Dashboard Master](https://docs.restaurant365.com/docs/r365-intelligence-intraday-dashboard-master.md): Intraday Dashboard shows real-time sales data throughout the day. Requires intraday polling to be active on your account.
- [AI Dashboards: Menu Engineering Dashboard Master](https://docs.restaurant365.com/docs/r365-intelligence-menu-engineering-dashboard-master.md): Menu Engineering Dashboard: analyze menu item profitability with Bubble Chart, Heat Map, Top 10/Bottom 10, and what-if scenario support.
- [AI Dashboards: Key Info Comparative Dashboard Master](https://docs.restaurant365.com/docs/r365-intelligence-key-info-comparative-dashboard-master.md): Key Info Comparative Dashboard shows DSS data vs. Prior Year, Prior Week, OWTD, OPTD, and OYTD across four pages.
- [Visualizations](https://docs.restaurant365.com/docs/visualizations.md)
- [AI Dashboards: Editing Visualizations](https://docs.restaurant365.com/docs/r365-intelligence-editing-visualizations.md): Edit, format, filter, and change visualization types in R365 AI Dashboards using the Visualization Editor panel.
- [Quick, Advanced, & Daypart Sorting in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-sorting-and-advanced-sorting.md): Sort data objects in your dashboard with quick and advanced sorting options. Learn how to manage daypart sorting effectively for better visualization.
- [AI Dashboards: Visualization Types](https://docs.restaurant365.com/docs/r365-intelligence-visualization-types.md): All AI Dashboard visualization types: Grid, KPI, Bar, Line, Pie, Scatter, Gantt, Map, Heat Map, Treemap, Pivot Table, and Insights+.
- [AI Dashboards: Insights+](https://docs.restaurant365.com/docs/r365-intelligence-insights.md): Insights+ visualization types: Auto Narrative, Forecast Line Chart, Linear Trend Line, and Key Driver. Covers creation steps and refresh.
- [AI Dashboards: Attributes v. Metrics](https://docs.restaurant365.com/docs/r365-intelligence-attributes-v-metrics.md): Attributes (blue) group data like dates and locations; metrics (orange) measure performance like gross sales. Learn attribute forms and elements.
- [Creating Attributes in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-creating-attributes.md): Create custom derived attributes in AI Dashboards using the Attribute Editor or by changing an existing attribute's data type.
- [Creating Metrics in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-creating-metrics.md): Create custom AI Dashboard metrics using shortcut metrics, Aggregate By functions, or the Formula/Function editor. Set behavior to Manual.
- [Using Filters in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-using-filters.md): Add chapter-level filters, visualization filters, and interactive selectors (element, value, attribute/metric, panel, parameters) to AI Dashboards.
- [Creating Element Groups in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-creating-element-groups.md): Combine attribute elements into custom groups in AI Dashboard visualizations. Create element groupings or calculated groups from the editor panel.
- [Adding Thresholds to Visualizations in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-adding-thresholds-to-visualizations.md): Add thresholds to AI Dashboard metrics: set type, color, Break By, margin selector, and use the Advanced Threshold Editor for fine-tuned ranges.
- [Formatting a Visualization in AI Dashboards](https://docs.restaurant365.com/docs/r365-intelligence-formatting-a-visualization.md): Format AI Dashboard visualizations using Visualization Options (chart shape, axes), Text and Form (font, color), and Title and Container subtabs.
- [AI Dashboards: Troubleshoot Join Errors](https://docs.restaurant365.com/docs/troubleshoot-join-errors.md): Resolve cartesian join errors in AI Dashboards by finding mismatched objects in the editor panel and removing the conflicting attribute or metric.
- [My Reports](https://docs.restaurant365.com/docs/my-reports.md)
- [My Reports FAQs](https://docs.restaurant365.com/docs/reports-faqs.md)
- [My Reports Overview](https://docs.restaurant365.com/docs/my-reports-overview.md): My Reports module overview: navigation, report categories (Financial, Operations, Workforce), and how to find and access reports.
- [Using My Reports](https://docs.restaurant365.com/docs/my-reports-using-my-reports.md): Run My Reports: set parameters, schedule automated delivery via subscriptions, customize views, and save favorite reports.
- [My Reports: Send, Export, or Print Reports](https://docs.restaurant365.com/docs/my-reports-send-export-or-print-reports.md): Send, export to Excel or PDF, and print reports from My Reports. Set up subscriptions for scheduled report delivery via email.
- [Manage Report Views](https://docs.restaurant365.com/docs/report-views.md): Create, save, edit, and delete custom column views on R365 reports to personalize and retain column display settings.
- [Troubleshooting a Blank Report](https://docs.restaurant365.com/docs/troubleshooting-a-blank-report.md): Fix blank R365 reports by completing all parameters, assigning a fiscal year, or adding a GL account or job type to the affected records.
- [My Reports Setup](https://docs.restaurant365.com/docs/my-reports-setup.md)
- [Report Roles](https://docs.restaurant365.com/docs/report-roles.md)
- [Create a Report Role](https://docs.restaurant365.com/docs/create-a-report-role-1.md)
- [Configure Report Roles](https://docs.restaurant365.com/docs/manage-report-roles-1.md)
- [Assign Report Roles to Users](https://docs.restaurant365.com/docs/assigning-report-roles.md)
- [Location Groups in My Reports](https://docs.restaurant365.com/docs/location-groups-in-my-reports.md): Run My Reports filtered by location group using Filter By Group. Users only see groups where they have access to all associated locations.
- [Accounting Reports ](https://docs.restaurant365.com/docs/vendors-reports.md)
- [Accounts Payable Reports](https://docs.restaurant365.com/docs/accounts-payable-reports.md)
- [1096 Printable Form](https://docs.restaurant365.com/docs/1096-printable-form.md): Print the 1096 transmittal form summarizing all 1099 forms filed by a legal entity, including EIN and total amounts.
- [1096 Prep](https://docs.restaurant365.com/docs/1096-prep.md): View annual 1099 vendor return totals by legal entity for 1096 filing, including form type and federal tax withheld.
- [1099 Export](https://docs.restaurant365.com/docs/1099-export.md): Create the electronic 1099 export file for IRS filing, covering MISC, NEC, and INT form types by legal entity.
- [1099-INT Printable Form](https://docs.restaurant365.com/docs/1099-int-printable-form.md): Print the 1099-INT form for interest income of $10+ from a vendor, with all interest and withholding boxes populated.
- [1099 Review](https://docs.restaurant365.com/docs/1099-review.md): Review all 1099 vendor payments by legal entity across MISC, NEC, and INT form types before filing.
- [1099-MISC Printable Form](https://docs.restaurant365.com/docs/1099-misc-printable-form.md): Generate a printable 1099-MISC PDF for vendor payments of $600+ (or $10+ in royalties) with all required boxes populated.
- [1099-NEC Printable Form](https://docs.restaurant365.com/docs/1099-nec-printable-form.md): Print the 1099-NEC form for nonemployee compensation payments of $600+ to vendors, with all required boxes populated.
- [AP Aging](https://docs.restaurant365.com/docs/ap-aging.md): View open AP transactions by vendor with aging buckets (Current, 1–30, 31–60, 61–90, 91+ days), hyperlinked to records.
- [Capture Pro Transactions](https://docs.restaurant365.com/docs/capture-pro-transactions.md): Review and manage AP transactions processed through R365 Capture Pro invoice scanning and OCR.
- [ComData Export](https://docs.restaurant365.com/docs/comdata-export.md): Export open, unpaid AP invoices for ComData-enrolled vendors so ComData can view and pay outstanding invoices.
- [Mineral Tree Export](https://docs.restaurant365.com/docs/mineral-tree-export.md): Export open, unpaid AP invoices as XML for MineralTree so MineralTree can view and pay outstanding invoices.
- [Vendor Reconciliation Detail](https://docs.restaurant365.com/docs/vendor-reconciliation-detail.md): Reconcile a single vendor's AP transactions with full GL distribution breakdowns per invoice and payment as of a cut-off date.
- [Vendor Reconciliation Summary](https://docs.restaurant365.com/docs/vendor-reconciliation-summary.md): Reconcile AP transactions for a single vendor as of a cut-off date, showing invoices, payments, and remaining balance.
- [Accounts Receivable Reports](https://docs.restaurant365.com/docs/accounts-receivable-reports.md)
- [AR Aging](https://docs.restaurant365.com/docs/ar-aging.md): View open AR transactions by customer with aging buckets (Current through 365+ days), hyperlinked to records.
- [AR Paid Invoice](https://docs.restaurant365.com/docs/ar-paid-invoice.md): Track paid AR invoices by GL account with applied payments, credits, and remaining balances.
- [Customer Statement](https://docs.restaurant365.com/docs/customer-statement.md): Generate an AR statement for customers showing outstanding invoice balances and aging buckets for collections follow-up.
- [Banking Reports](https://docs.restaurant365.com/docs/banking-reports-1.md)
- [ACH Export](https://docs.restaurant365.com/docs/ach-export.md): Scan payment runs for unexported ACH files and generate a downloadable ACH file for bank submission.
- [Adjusted Cash Balance](https://docs.restaurant365.com/docs/adjusted-cash-balance.md): View cash position per legal entity: GL cash balance, outstanding items, undeposited funds, and payables in one report.
- [Bank to GL Reconciliation](https://docs.restaurant365.com/docs/bank-to-gl-reconciliation.md): Check whether GL accounts are balanced against bank reconciliations, showing beginning balance, withdrawals, and deposits.
- [Check](https://docs.restaurant365.com/docs/check.md): Download checks from a payment run as a PDF showing vendor, check number, amount, location, and invoice details.
- [Check Register](https://docs.restaurant365.com/docs/check-register.md): View all deposits and expenses for a bank account by date range, including type, ref number, vendor, and reconciliation status.
- [Deposit Ticket](https://docs.restaurant365.com/docs/deposit-ticket.md): Download a deposit ticket PDF showing cash, check, and other deposited items with totals for a selected bank deposit.
- [Payment Disbursements Export](https://docs.restaurant365.com/docs/payment-disbursements-export.md): Export check-run payment details as CSV including bank routing, account numbers, vendor info, location, and invoice details.
- [Payments Created](https://docs.restaurant365.com/docs/payments-created.md): List all checks and ACH payments from a check run with vendor, amount, and payment number in summary or detail view.
- [Positive Pay Export](https://docs.restaurant365.com/docs/positive-pay-export.md): Export approved check-run transactions as a Positive Pay file formatted for bank import, including routing and bank details.
- [R365 AP Payments Billing Report](https://docs.restaurant365.com/docs/r365-ap-payments-report.md): Count completed R365 Payments by type and bank account with summary or detail views, including billing and issued dates.
- [Uncleared R365 Payments](https://docs.restaurant365.com/docs/uncleared-r365-payments.md): List issued FIS R365 Payments (checks, ACH, vCard) that have not yet cleared to identify outstanding vendor payments.
- [Undeposited Funds](https://docs.restaurant365.com/docs/undeposited-funds-report.md): View funds received but not yet deposited, filtered by deposited, undeposited, or excluded status.
- [Fixed Assets Reports](https://docs.restaurant365.com/docs/fixed-assets-reports.md)
- [Asset Tag Printout](https://docs.restaurant365.com/docs/asset-tag-printout.md): Generate and print a PDF of asset name, number, and serial number labels for physically tagging fixed assets at your location.
- [Asset Value Report](https://docs.restaurant365.com/docs/asset-value-report.md): View current value of all assets as of a selected date, showing acquisition cost, adjustments, salvage value, and net value.
- [Fixed Asset Activity - Depreciation](https://docs.restaurant365.com/docs/fixed-asset-activity-depreciation.md): Report tracking fixed asset depreciation by year, showing original value, accumulated depreciation, and current book value.
- [Fixed Asset Activity - Disposal and Retirement](https://docs.restaurant365.com/docs/fixed-asset-activity-disposal-and-retirement.md): Report tracking the disposal and retirement of fixed assets to support accurate financial records and asset lifecycle management.
- [Fixed Asset Activity - Place In Service](https://docs.restaurant365.com/docs/fixed-asset-activity-place-in-service.md): Track fixed assets placed into service for a given year, showing placed-in-service date, depreciation convention, and status.
- [General Accounting Reports](https://docs.restaurant365.com/docs/general-accounting-reports.md)
- [AP Accrual](https://docs.restaurant365.com/docs/ap-accrual.md): Summarize AP invoice service dates for month-end accruals, showing prior-period, current-period, and future amounts.
- [Blackline Export](https://docs.restaurant365.com/docs/blackline-export.md): Export GL account data as CSV for Blackline upload, with entity tax ID, account number, and account type mapping.
- [Fiscal Calendar](https://docs.restaurant365.com/docs/fiscal-calendar.md): View the fiscal or operational calendar for a legal entity and year, showing months, week numbers, and days of the week.
- [Fiscal Year Error Check](https://docs.restaurant365.com/docs/fiscal-year-error-check.md): Identify fiscal year configuration errors per legal entity, flagging missing years, gaps, and overlapping date ranges.
- [Franchise Invoicing Report - Summary View](https://docs.restaurant365.com/docs/franchise-invoicing-report-summary-view.md): Summarize AR invoices billed to franchisees for a date range, showing franchise fees by item, invoice number, and net balance.
- [Profitability Report](https://docs.restaurant365.com/docs/profitability-report.md): Estimate a location's monthly profitability using actual data plus 8-week sales forecasts, comparing to budget.
- [Spread Memorized Transaction List](https://docs.restaurant365.com/docs/spread-memorized-transaction-list.md): List spread and memorized transactions in a date range, showing original transaction, vendor, location, and amount.
- [Synexus Sales Tax Export](https://docs.restaurant365.com/docs/synexus-sales-tax-export.md): Export daily sales tax data as CSV for Synexus, including gross sales, tax-exempt sales, taxable sales, and third-party tips.
- [Statements ](https://docs.restaurant365.com/docs/statements.md)
- [Account Balance by Location](https://docs.restaurant365.com/docs/account-balance-by-location.md): View one or more GL account balances across all locations as of a selected date, with each location in its own column.
- [Account Balance by Location Export](https://docs.restaurant365.com/docs/account-balance-by-location-export.md): Export GL account balances by location as of a selected date, including legal entity, location number, and account details.
- [Account Trx Summary by Location Export](https://docs.restaurant365.com/docs/account-trx-summary-by-location-export.md): Export GL account transaction summaries per location with legal entity, account number, and account balance data.
- [Balance Sheet](https://docs.restaurant365.com/docs/balance-sheet.md): View assets, liabilities, and equity balances as of a selected date for one or more legal entities with multi-entity support.
- [Balance Sheet - Layout Format](https://docs.restaurant365.com/docs/balance-sheet-layout-format.md): Edit the Balance Sheet layout by clicking GL accounts to update GL type or parent account directly in the report.
- [Cash Flow](https://docs.restaurant365.com/docs/cash-flow.md): View operating, investing, and financing cash flows using the indirect method with Cash Flow Categories assigned to accounts.
- [Cash Flow Side by Side](https://docs.restaurant365.com/docs/cash-flow-side-by-side.md): Compare cash flow categories across multiple years or legal entities side by side with actual cash ending balances.
- [GL Account Detail](https://docs.restaurant365.com/docs/gl-account-detail.md): View all transactions posted to selected GL accounts over a date range with debit, credit, and running balance columns.
- [GL Account Detail Export](https://docs.restaurant365.com/docs/gl-account-detail-export.md): Export all transactions per GL account with hyperlinked reference numbers, filtered by account type and date range.
- [GL Account Detail with Legal Entity](https://docs.restaurant365.com/docs/gl-account-detail-with-legal-entity.md): Reconcile GL account balances over a date range with legal entity details, transaction type, and document number.
- [GL Account Detail with Legal Entity Export](https://docs.restaurant365.com/docs/gl-account-detail-with-legal-entity-export.md): Download GL account detail filtered by legal entity and date range for reconciliation, including running total net change.
- [Profit and Loss](https://docs.restaurant365.com/docs/profit-and-loss.md): View income and expenses by GL account across selected locations for a period, with multiple report types and comparisons.
- [Profit and Loss - Custom Date](https://docs.restaurant365.com/docs/profit-and-loss-custom-date.md): Run a P&L with a custom date range comparison, showing Actual, Versus, and Variance columns side by side.
- [Profit and Loss - Layout Format](https://docs.restaurant365.com/docs/profit-and-loss-layout-format.md): Edit the P&L layout by updating running totals, percentage-of settings, and GL account types directly in the report.
- [Transaction Detail Export](https://docs.restaurant365.com/docs/transaction-detail-export.md): Export transaction history for a date range, filtering by transaction or creation date, location, and transaction type.
- [Transaction Detail Export - Ctuit](https://docs.restaurant365.com/docs/transaction-detail-export-ctuit.md): Export GL transaction history in Ctuit-compatible format with Location ID, Posting Date, and account detail columns.
- [Trial Balance](https://docs.restaurant365.com/docs/trial-balance.md): View final debit and credit accruals for all GL accounts at period end to verify balances and support financial statements.
- [Working Trial Balance](https://docs.restaurant365.com/docs/working-trial-balance.md): View GL account balances with beginning balance, debits, credits, net change, ending balance, and unapproved amounts.
- [Troubleshoot a P&L Report Missing Budget Data](https://docs.restaurant365.com/docs/troubleshoot-a-pl-report-missing-budget-data.md): Fix a P&L missing budget data by marking the budget as Reporting Budget and matching the Calendar parameter type.
- [Controllable Profit and Loss Mapping Guide](https://docs.restaurant365.com/docs/controllable-profit-and-loss-mapping-guide.md): P&L mapping guide linking Sales, Comps, Prime Cost, Labor, and Operating Expenses to R365 transaction types.
- [P&L Report vs AvT Report](https://docs.restaurant365.com/docs/pl-report-v-avt-report.md): Understand why P&L and AvT amounts differ: AvT excludes non-itemized transactions and item categories may not align.
- [Troubleshoot an Out of Balance Balance Sheet](https://docs.restaurant365.com/docs/balance-sheet-out-of-balance.md): Isolate when a Balance Sheet went out of balance by working backward in 6-month, monthly, then daily increments.
- [GL Account Drill-Downs](https://docs.restaurant365.com/docs/gl-account-drill-downs.md): Drill down from Financial Report numbers into GL Account Detail and save custom default parameters for drill-down views.
- [Enterprise Reporting](https://docs.restaurant365.com/docs/enterprise-reports.md): Overview of enterprise reports for multi-instance and franchise users, covering prerequisites and available report types.
- [Inventory Reports](https://docs.restaurant365.com/docs/purchased-and-inventory-reports.md)
- [Commissary Reports](https://docs.restaurant365.com/docs/commissary-reports.md)
- [Commissary Forecast](https://docs.restaurant365.com/docs/commissary-forecast.md): Forecast commissary item order quantities using historical order-to-sales ratios and the Daily Sales Forecast.
- [Commissary Order History](https://docs.restaurant365.com/docs/commissary-order-history.md): Track all commissary items ordered and fulfilled for selected locations over a date range with unit and cost details.
- [Commissary Order History by Category](https://docs.restaurant365.com/docs/commissary-order-history-by-category.md): View ordered and fulfilled commissary quantities and costs by food category, with variance and fulfillment rate.
- [Commissary Order History by Item](https://docs.restaurant365.com/docs/commissary-order-history-by-item.md): List commissary items ordered and fulfilled within a date range, linking to order history by location for each item.
- [Commissary Order History by Location](https://docs.restaurant365.com/docs/commissary-order-history-by-location.md): View all locations that ordered a single commissary item, with qty ordered, fulfilled, variance, and fulfillment rate.
- [Consolidated Production](https://docs.restaurant365.com/docs/consolidated-production.md): View total food quantities needed to fulfill commissary orders, filtered by location, category, and order status.
- [Post Fulfillment On Hand](https://docs.restaurant365.com/docs/post-fulfillment-on-hand-report.md): View commissary inventory available after all orders are fulfilled, showing on-hand pre-fulfill and quantities by order.
- [Inventory Management Reports ](https://docs.restaurant365.com/docs/inventory-reports.md)
- [Above-Store Actual vs Theoretical Analysis](https://docs.restaurant365.com/docs/above-store-actual-vs-theoretical-analysis.md): Run a multi-location AvT report using start/end dates with ±7-day count matching and actual vs. theoretical cost variance.
- [Actual vs Theoretical Analysis](https://docs.restaurant365.com/docs/actual-vs-theoretical-analysis.md): Compare actual and theoretical inventory usage between two count events at one location with item-level drill-down.
- [Actual vs. Theoretical Location Summary](https://docs.restaurant365.com/docs/actual-vs-theoretical-location-summary.md): Compare actual vs. theoretical inventory variance totals across multiple locations using the same data as the AvT Analysis.
- [Donations Form](https://docs.restaurant365.com/docs/donations-form.md): Print a form for tracking donated items in the restaurant, capturing item name, unit of measure, and quantity donated.
- [Inventory Stock Count Detail](https://docs.restaurant365.com/docs/inventory-stock-count-detail.md): Generate inventory count data for selected locations and count dates based on the configured inventory template.
- [Inventory Variance by Location](https://docs.restaurant365.com/docs/inventory-variance-by-location.md): View actual vs. theoretical inventory variance by location over time using beginning inventory, purchases, and count data.
- [Item Transfer Details](https://docs.restaurant365.com/docs/item-transfer-details.md): List completed item transfers for a date range with transfer number, date, transfer-from and transfer-to locations, and items.
- [Payables Invoice Distribution](https://docs.restaurant365.com/docs/payables-invoice-distribution.md): View GL account distribution of AP invoices and payments as of the run date, filtered by vendor and bank account.
- [Recipe](https://docs.restaurant365.com/docs/recipe.md): View recipe ingredients, instructions, cost, prep time, cook time, and shelf life with expandable detail view.
- [Stock Usage](https://docs.restaurant365.com/docs/stock-usage.md): View inventory usage for a specific count, including beginning inventory, purchases, ending inventory, and usage variance.
- [Theoretical On Hand](https://docs.restaurant365.com/docs/theoretical-on-hand.md): Calculate expected on-hand quantities from the most recent count, applying purchases, transfers, waste, and sales usage.
- [Theoretical vs Actual Variance Report](https://docs.restaurant365.com/docs/theoretical-vs-actual-report.md): Compare theoretical vs. actual inventory usage with variance-cap calculations across configured categories. Single-location report.
- [Waste History](https://docs.restaurant365.com/docs/waste-history.md): List all approved waste logs and donation entries for a date range, filterable by waste account and donation account.
- [Waste Log Form](https://docs.restaurant365.com/docs/waste-log-form.md): Download a blank waste log form with item, UofM, qty, and comment columns for staff to record waste manually.
- [Inventory On Hand by Location](https://docs.restaurant365.com/docs/inventory-on-hand-by-location.md): View dollar amounts of inventory on hand by location and Item Category 1 as of a selected date for above-store management.
- [Prep Reports](https://docs.restaurant365.com/docs/prep-1.md)
- [Prep Sheet](https://docs.restaurant365.com/docs/prep-sheet.md): Generate system-calculated prep quantity suggestions based on historical average usage by business day, sorted by prep order.
- [Prep History](https://docs.restaurant365.com/docs/prep-history.md): View history of all food prepped from classic prep, showing recipe name, batch size, batch quantity, and prep details.
- [Purchasing Reports](https://docs.restaurant365.com/docs/purchasing-reports.md)
- [AP Invoice Distribution](https://docs.restaurant365.com/docs/ap-invoice-distribution.md): Report showing all purchases sorted by vendor with payment details including check number, posting date, and invoice amounts.
- [COGS Allotment](https://docs.restaurant365.com/docs/cogs-allotment.md): Break down a location's COGS by operational category each day in a calendar period, comparing actual spend to allotment.
- [COGS Analysis by Location](https://docs.restaurant365.com/docs/cogs-analysis-by-location.md): View COGS amounts for specified COGS types by location with vendor breakdowns and hyperlinked invoices for a date range.
- [COGS Analysis by Vendor](https://docs.restaurant365.com/docs/cogs-analysis-by-vendor.md): View COGS amounts by vendor with hyperlinked invoices for a date range, complementing the COGS Analysis by Location report.
- [Contract Violations](https://docs.restaurant365.com/docs/contract-violations.md): Identify items invoiced outside their contracted price, showing contract price vs. invoice price, quantity, and violation amount.
- [Food Variance Report](https://docs.restaurant365.com/docs/food-variance-report.md): Compare actual vs. theoretical food usage in quantity and dollars between two inventory counts with a configurable variance cap.
- [Vendor Analysis](https://docs.restaurant365.com/docs/vendor-analysis.md): View AP invoice distribution and payments by vendor for a GL account range, with summary and detail sections.
- [Item Cost Analysis by Location](https://docs.restaurant365.com/docs/item-cost-analysis-by-location.md): View total purchase costs broken out by COGS category and item per location with totals and historical averages.
- [Item Cost Percent Breakout](https://docs.restaurant365.com/docs/item-cost-percent-breakout.md): Rank total purchases per item from most to least with each item's percentage of total COGS and a running cumulative total.
- [Item Price Change Analysis](https://docs.restaurant365.com/docs/item-price-change-analysis.md): Compare item purchase price at a start date to the average price over a date range, showing variance and COGS impact.
- [Item Price Verification](https://docs.restaurant365.com/docs/item-price-verification.md): Compare average item prices paid per store over a date range, showing low, high, and variance between locations.
- [Paid Invoice Distribution](https://docs.restaurant365.com/docs/paid-invoice-distribution.md): View all invoices for a location in a date range by GL account with check and credit card payment details.
- [Period Purchases Analysis by Vendor](https://docs.restaurant365.com/docs/period-purchases-analysis-by-vendor.md): View all purchases by vendor for a selected period broken down by week end and period total to identify spending trends.
- [PO to Invoice Reconciliation Report](https://docs.restaurant365.com/docs/po-to-invoice-reconciliation-report.md): Match purchase orders to invoices, showing ordered vs. received quantity and price variances and flagging unmatched POs.
- [PO Suggestion Evaluation](https://docs.restaurant365.com/docs/po-suggestion-evaluation.md): Analyze recommended purchase orders based on inventory levels, par values, and historical usage to evaluate PO suggestions.
- [Purchases by Vendor](https://docs.restaurant365.com/docs/purchases-by-vendor.md): Report showing purchases by date and location, grouped by vendor with linked invoices and totals for the selected date range.
- [Receiving by Purchased Item](https://docs.restaurant365.com/docs/receiving-by-purchased-item.md): View all items received by a location over a date range, sorted by item category, with transaction number and GL account.
- [Weighted Average](https://docs.restaurant365.com/docs/weighted-average.md): Understand how weighted average costing calculates per-unit cost in the Above-Store AvT report.
- [Actual vs Theoretical Analysis – Troubleshooting Variances](https://docs.restaurant365.com/docs/actual-vs-theoretical-analysis-troubleshooting-variances.md): Diagnose AvT variances using the WEPT framework: Waste, Errors, Portioning, and Theft with step-by-step walkthrough.
- [P&L Report vs AvT Report](https://docs.restaurant365.com/docs/pl-report-v-avt-report-1.md)
- [Reports Featuring Cost of Goods Sold](https://docs.restaurant365.com/docs/reports-featuring-cost-of-goods-sold.md): Index of R365 reports that include COGS data, with descriptions of AvT Analysis, COGS Allotment, CoGS by Location, and more.
- [Operations Reports](https://docs.restaurant365.com/docs/sales-reports.md)
- [Catering Reports](https://docs.restaurant365.com/docs/catering-1.md)
- [Catering Commissions](https://docs.restaurant365.com/docs/catering-commissions.md): List catering events with event total, commission percentage, and commission dollar amount per event.
- [Catering Event Profitability](https://docs.restaurant365.com/docs/catering-event-profitability.md): View cost, revenue, profit, and profit percentage per catering event with expandable expense category breakdowns.
- [Catering Menu](https://docs.restaurant365.com/docs/catering-menu.md): View all items on selected catering menus with unit of measure, quantity, price, total cost, and optional recipe details.
- [Catering Receivables Aging](https://docs.restaurant365.com/docs/catering-receivables-aging.md): List catering customers with past-due balances bucketed into aging periods (Current, 1–30, 31–60, 61–90, 91+ days).
- [Labor Optimization Reports](https://docs.restaurant365.com/docs/labor-reports-1.md)
- [Advanced Weekly Sales and Labor](https://docs.restaurant365.com/docs/advanced-weekly-sales-and-labor-report.md): View consolidated weekly sales and labor KPIs by location and day, including actual net sales and prior year comparisons.
- [Labor Productivity Analysis by Week](https://docs.restaurant365.com/docs/labor-productivity-analysis-by-week.md): Compare sales and guest counts to hourly labor by day part and job for a weekly date range with daily averages.
- [Location Sales and Reg Labor](https://docs.restaurant365.com/docs/location-sales-and-reg-labor.md): Compare a location's sales and regular labor to the same day last year, showing gross/net sales and labor metrics.
- [Sales and Labor Breakout](https://docs.restaurant365.com/docs/sales-and-labor-breakout.md): View POS-sourced net sales and labor broken down by item category, day part, payments, and job title across locations.
- [Sales and Labor Budget Chart](https://docs.restaurant365.com/docs/sales-and-labor-budget-chart.md): Visualize actual sales and labor vs. budget goals for the current week using line graphs and bar charts.
- [Sales and Labor Productivity Report](https://docs.restaurant365.com/docs/sales-and-labor-productivity-report.md): Compare sales by service type and guest count to FOH/BOH labor productivity metrics by day part.
- [Sales vs Labor](https://docs.restaurant365.com/docs/sales-vs-labor.md): Compare daily sales and labor side-by-side across locations using DSS data with gross sales, net sales, and labor breakdowns.
- [Weekly Sales and Labor](https://docs.restaurant365.com/docs/weekly-sales-and-labor.md): View total sales per location by day and day part for a selected week with prior year comparison and labor cost data.
- [Location Performance](https://docs.restaurant365.com/docs/location-performance.md)
- [Location Comparison](https://docs.restaurant365.com/docs/location-comparison.md): Compare up to three KPIs (sales, labor) across restaurant locations for a selected time frame with color-coded variance.
- [Location Vital Signs](https://docs.restaurant365.com/docs/location-vital-signs.md): Bar graph showing actual vs. budgeted Sales, COGS percentage, and Labor dollars for a selected week at one location.
- [Operations Overview](https://docs.restaurant365.com/docs/operations-overview.md): View Sales, Labor, and Comps/Discounts by operational category for a specific date with day-part breakdowns.
- [Operations Scorecard](https://docs.restaurant365.com/docs/operations-scorecard.md): View weekly gross/net sales, guest count, labor, COGS, and promotions side-by-side across multiple locations.
- [Weekly Review - Location](https://docs.restaurant365.com/docs/weekly-review-location.md): Detailed single-location weekly report covering Day Part Sales, service type, guest counts, COGS, and purchase analysis.
- [Manager Log Reports](https://docs.restaurant365.com/docs/manager-log-1.md)
- [Daily Sales and Log Entries](https://docs.restaurant365.com/docs/daily-sales-and-log-entries.md): View daily sales per location vs. last week, last year, and 7-day averages with a Comment column for manager log entries.
- [Menu Analysis Reports](https://docs.restaurant365.com/docs/menu-analysis.md)
- [Menu Item Analysis](https://docs.restaurant365.com/docs/menu-item-analysis.md): Rank menu items as Star, Opportunity, Puzzle, or Dog based on profit margin and sales popularity with cost and margin data.
- [Menu Price Analysis](https://docs.restaurant365.com/docs/menu-price-analysis.md): View menu item cost, avg price, margin, margin %, target %, variance %, and the price needed to hit target margin.
- [Product Mix](https://docs.restaurant365.com/docs/product-mix.md): View each menu item's quantity sold, price, total sales dollars, and percentage of total sales for a selected date range.
- [Product Mix - Year Over Year](https://docs.restaurant365.com/docs/product-mix-year-over-year.md): Compare current menu item sales dollars to the same days from the prior year with YoY difference and percentage change.
- [Payment Reconciliation Report](https://docs.restaurant365.com/docs/cash-management.md)
- [Cash Reconciliation Export](https://docs.restaurant365.com/docs/cash-reconciliation-export.md): Export cash flow data (deposits, paid ins, paid outs) as NDJSON for importing into third-party systems.
- [Cash Sheet Export](https://docs.restaurant365.com/docs/cash-sheet-export.md): Export daily gross/net sales, deposits, credit cards, over/short, paid ins/outs, and guest count per location as CSV.
- [Cash Sheet Report](https://docs.restaurant365.com/docs/cash-sheet-report.md): View gross and net sales per location covering Cash Reconciliation, DSS, Tax, and Payment Types in a high-level summary.
- [Sales Payment Analysis](https://docs.restaurant365.com/docs/sales-payment-analysis.md): View payment type quantities and totals grouped by payment group (cash, credit, comp) across locations.
- [Weekly Log](https://docs.restaurant365.com/docs/weekly-log.md): View weekly deposits, paid-outs, and exceptions (voids/discounts) for a location to verify cash reconciliation accuracy.
- [Sales and Forecasting Reports](https://docs.restaurant365.com/docs/sales-reports-1.md)
- [Avg Gross Sales by Hour](https://docs.restaurant365.com/docs/avg-gross-sales-by-hour.md): Report comparing gross or net sales by service type and hour across selected weeks to identify peak times and guide scheduling.
- [Avg Gross Sales Ticket Count](https://docs.restaurant365.com/docs/avg-gross-sales-ticket-count.md): Report showing gross sales and ticket counts by day and day part, used to identify busy periods and inform staffing decisions.
- [Daily Sales Report](https://docs.restaurant365.com/docs/daily-sales-report.md): Compare this year's sales to prior years for each location across Today, Prior 7 Days, WTD, and PTD with Day Part breakdown.
- [DSS Status Report](https://docs.restaurant365.com/docs/dss-status-report.md): List Daily Sales Summary import results by date and location, flagging Missing DSS, $0 DSS, and Out of Balance issues.
- [Extended Daily Sales](https://docs.restaurant365.com/docs/extended-daily-sales.md): View actuals vs. prior year for Today, WTD, PTD, QTD, and YTD with gross sales, net sales, and guest count columns.
- [Forecast Analysis](https://docs.restaurant365.com/docs/forecast-analysis.md): Compare forecasted vs. actual gross sales, net sales, and guest counts with variance columns side by side.
- [Flash Report](https://docs.restaurant365.com/docs/flash-report.md): View multi-location sales with gross/net sales, labor, COGS, and promotions with WTD, PTD, and YTD comparisons vs. budget.
- [Forecast Download Report](https://docs.restaurant365.com/docs/forecast-download-report.md): View daily forecast amounts with weekly/period subtotals alongside current year actuals and prior year actuals.
- [Forecast Report](https://docs.restaurant365.com/docs/forecast-report.md): View daily forecast amounts by location with weekly and period subtotals and optional current-year and prior-year actuals.
- [Flash Report - Advanced](https://docs.restaurant365.com/docs/flash-report-advanced.md): Enhanced multi-location Flash Report with additional KPI breakdowns, budget comparison columns, and operational categories.
- [Guest Check Transaction Detail](https://docs.restaurant365.com/docs/guest-check-transaction-detail.md): View individual guest check transactions including check number, cashier, items sold, discounts, tax, total, and payment method.
- [Net Sales By Daypart](https://docs.restaurant365.com/docs/net-sales-by-daypart.md): Break down net sales by menu item category across each configured day part for the selected period.
- [Sales and Prime Cost](https://docs.restaurant365.com/docs/sales-and-prime-cost.md): Break down sales by category, guest counts, and prime cost factors for a selected week with WTD, PTD, and YTD comparisons.
- [Server Sales Analysis](https://docs.restaurant365.com/docs/server-sales-analysis.md): Rank servers by average check vs. the overall average, showing sales, guest count, avg check, and theoretical avg sales.
- [Payroll Reports](https://docs.restaurant365.com/docs/labor-reports.md)
- [Payroll Reports](https://docs.restaurant365.com/docs/payroll-reports.md)
- [APS Export](https://docs.restaurant365.com/docs/aps-export.md): Export payroll data in APS format for external payroll systems, covering pay period earnings and hours.
- [PTO Balance Report](https://docs.restaurant365.com/docs/pto-balance-report.md): Download an .xlsx showing PTO accrual balances as of today for all accessible employees with accrual and balance columns.
- [PTO Liability Report](https://docs.restaurant365.com/docs/pto-liability-report.md): Download an .xlsx showing unused PTO hours and estimated financial liability (hourly rate × unused hours) per employee.
- [W2 Opt In Report](https://docs.restaurant365.com/docs/w2-opt-in-report.md): List each payroll-onboarded employee's W-2 electronic opt-in status (Yes, No, or no selection) for compliance tracking.
- [Garnishment Payroll Detail Report](https://docs.restaurant365.com/docs/garnishment-payroll-detail-report.md): List all garnishments processed in a pay period by legal entity, showing garnishment type, order/case number, and amounts.
- [Employee Payment Methods](https://docs.restaurant365.com/docs/workforce-reports-employee-payment-preferences.md): View each payroll employee's payment method (Direct Deposit or Check) with bank institution, account type, and routing info.
- [Tip Automation Distributions Report](https://docs.restaurant365.com/docs/tip-automation-distributions-report.md)
- [Payroll Exports](https://docs.restaurant365.com/docs/payroll-exports.md)
- [ADP Alternate Export](https://docs.restaurant365.com/docs/adp-alternate-export.md): Export employee IDs, pay rates, and labor hours in ADP CSV format with an Eight Percent Flag for tip compliance.
- [ADP Workforce Export](https://docs.restaurant365.com/docs/adp-workforce-export.md): Generate employee IDs, pay rates, and labor hours for ADP payroll integration, covering report parameters and export steps.
- [ADP WorkforceNow Temp Cost Number Export](https://docs.restaurant365.com/docs/adp-workforcenow-temp-cost-number-export.md): Export regular, overtime, and double overtime hours as CSV for ADP WorkforceNow with temp cost number included.
- [Labor Punches](https://docs.restaurant365.com/docs/labor-punches.md): Export individual employee time punches for payroll processing with clock-in/out times, employee info, and job details.
- [Paychex Flex Time Export](https://docs.restaurant365.com/docs/paychex-flex-time-export.md): Export employee time and pay data in Paychex Flex format for organizations that process payroll through Paychex Flex.
- [Paychex Payroll Alternate Export](https://docs.restaurant365.com/docs/paychex-payroll-alternate-export.md): Export payroll data in Paychex-compatible format with Company ID, Worker ID, Job Number, and Pay Component fields.
- [Paycom Payroll TAI03 File](https://docs.restaurant365.com/docs/paycom-payroll-tai03-file.md): Generate a summarized Paycom Pay file (not individual punches) with employee ID, pay period dates, and earnings data.
- [R365 Payroll Export](https://docs.restaurant365.com/docs/r365-payroll-export.md): Export total labor hours from the Labor Payroll Review for payroll providers, covering regular, OT, and doubletime hours.
- [Worked Hours Export](https://docs.restaurant365.com/docs/worked-hours-export.md): List actual hours worked per month for active employees for ACA tracking, with monthly hours exported by employee.
- [Training Reports](https://docs.restaurant365.com/docs/training-1.md)
- [R365 Training Reports](https://docs.restaurant365.com/docs/r365-training-reports.md)
- [Academy Progress Report](https://docs.restaurant365.com/docs/academy-progress-report.md): Track employee progress through R365 Academy courses, filtered by role, user, section, and lesson completion status.
- [Workforce Reports](https://docs.restaurant365.com/docs/my-reports-workforce-overview.md)
- [Employee Management Reports](https://docs.restaurant365.com/docs/labor-reports-2.md)
- [Daily Labor Retention Extract](https://docs.restaurant365.com/docs/daily-retention-extract.md): Export employee punch data (clock-in/out, job, hire date, pay rate) by business day for daily pay processing.
- [Daily Labor Review](https://docs.restaurant365.com/docs/daily-labor-review.md): View daily employee labor hours, costs, and punch details for a selected location and date range.
- [Daily Roster](https://docs.restaurant365.com/docs/daily-roster.md): View employee scheduling and attendance for a specific day, listing scheduled employees, their jobs, and locations.
- [Deduction Audit Report](https://docs.restaurant365.com/docs/workforce-reports-deduction-audit-report.md): View current pre-tax and post-tax deduction configurations for active and onboarding Workforce Payroll employees.
- [Demographic Audit Report](https://docs.restaurant365.com/docs/workforce-reports-demographic-audit-report.md): View identification and pay rate data for Workforce Payroll employees, including SSN, name, hire date, and pay rate.
- [EEO Report](https://docs.restaurant365.com/docs/eeo-report.md): Support EEOC filing by reporting employee demographics (gender, ethnicity, race) by job category for Component 1.
- [Employee Certification Report](https://docs.restaurant365.com/docs/employee-certification-report.md): View employee certifications with type, number, issuing agency, issue/expiration dates, and current expiration status.
- [Employee Merge Report](https://docs.restaurant365.com/docs/employee-merge-report.md): Identify possible duplicate employee records across locations, flagged by matching Name, Email, SSN, or other criteria.
- [Employee Separation Report](https://docs.restaurant365.com/docs/employee-separation-report.md): List all separated employees with contact info, hire/separation dates, and separation type (Voluntary, Involuntary, etc.).
- [F9 Segment Descriptions](https://docs.restaurant365.com/docs/f9-segment-descriptions.md): Export GL account, legal entity, and location data formatted for direct import into F9 financial reporting.
- [Minimum Wage Adjustment](https://docs.restaurant365.com/docs/minimum-wage-adjustment.md): Identify employees whose effective pay rate falls below the applicable minimum wage and view the adjustments needed.
- [Minimum Wage Adjustment - Raw Data](https://docs.restaurant365.com/docs/minimum-wage-adjustment-raw-data.md): View employees whose pay rates fall below applicable minimum wage with raw data for auditing and adjustment.
- [Overtime Warning Report](https://docs.restaurant365.com/docs/overtime-warning-report.md): Identify employees projected to reach overtime this week, showing actual hours, scheduled hours, and projected OT hours.
- [Punch Audit Report](https://docs.restaurant365.com/docs/punch-audit-report.md): Audit employee time punches showing clock-in/out records, job worked, and any punch edits or exceptions.
- [Scheduling](https://docs.restaurant365.com/docs/scheduling.md)
- [Employees vs Guest Count Chart](https://docs.restaurant365.com/docs/employees-vs-guest-count-chart.md): Line graph comparing employee count to guest count by day to correlate staffing levels with customer traffic.
- [Employee Shift Sign Off Report](https://docs.restaurant365.com/docs/employee-shift-sign-off-report.md): Track employee acknowledgment of scheduled shifts, showing which shifts have been signed off and which are pending.
- [Labor Actual vs Scheduled](https://docs.restaurant365.com/docs/labor-actual-vs-scheduled.md): Compare actual vs. scheduled labor hours and costs by location and job, with Actual Hrs, Sched Hrs, and Variance columns.
- [Labor Actual vs Scheduled - Detail](https://docs.restaurant365.com/docs/labor-actual-vs-scheduled-detail.md): Compare individual employee punches to scheduled shifts with hours, cost, and variance at the employee level.
- [Labor Actual vs Scheduled - Punch Details](https://docs.restaurant365.com/docs/labor-actual-vs-scheduled-punch-details.md): Compare actual labor punches to scheduled shifts at the punch level, showing clock-in/out times, job, and variance.
- [Schedule Analysis](https://docs.restaurant365.com/docs/schedule-analysis.md): View scheduling metrics by location: forecasted, scheduled, actual, and optimal labor hours with Optimal Hours explanation.
- [Schedule Change Audit](https://docs.restaurant365.com/docs/schedule-change-audit.md): List all schedule changes made after publishing, showing Event Type (Modified, Added, Removed, Swap) and changed details.
- [Shift Availability Report](https://docs.restaurant365.com/docs/shift-availability-report.md): View how published shifts were assigned, showing offered-for-pickup time and Fill Method (Manager, Mobile Swap, etc.).
- [Time and Attendance](https://docs.restaurant365.com/docs/time-and-attendance.md)
- [Custom Labor Report](https://docs.restaurant365.com/docs/custom-labor-report.md): Configure a custom time and attendance report by selecting specific labor data fields for your organization's needs.
- [Full Time Equivalent Estimation](https://docs.restaurant365.com/docs/fte-estimation.md): Calculate full-time equivalent staffing levels from actual worked hours to support workforce planning and ACA tracking.
- [Labor Break and Split](https://docs.restaurant365.com/docs/labor-break-and-split.md): List break violations by location including no-waiver violations, short breaks, and split shift exceptions.
- [Labor by Employee by Job](https://docs.restaurant365.com/docs/labor-by-employee-by-job.md): View punch details per employee per job over a date range, showing clock-in/out times, Reg Hrs, OT Hrs, and pay rate.
- [Labor Payroll Review](https://docs.restaurant365.com/docs/labor-payroll-review.md): View payroll labor by employee and job including regular hours, overtime, doubletime, break/split penalties, and gross pay.
- [Labor Hour and Rate Analysis](https://docs.restaurant365.com/docs/labor-hour-and-rate-analysis.md): Break down worked hours and pay rates by employee or location to analyze labor cost and compensation patterns.
- [Weekly Labor Evaluation](https://docs.restaurant365.com/docs/weekly-labor-evaluation.md): View daily shift times, break punches, and hours worked per employee for weekly labor evaluation.
- [Payroll Preview Report](https://docs.restaurant365.com/docs/payroll-preview-report.md): Review DSS-based payroll data including punches, regular pay, overtime pay, and penalty pay before processing payroll.
- [Comparable Stores](https://docs.restaurant365.com/docs/comparable-stores.md): Set Comp Start/End dates on locations to include or exclude them from comp store report filters and the Comp/Non-Comp P&L format.
- [Fiscal and Operational Calendars in Reports](https://docs.restaurant365.com/docs/which-calendar-is-used-on-each-report.md): Learn which calendar type each R365 report uses and how to configure the correct fiscal or operational calendar for accurate reporting.
- [Labor Differences on Flash Report vs P&L](https://docs.restaurant365.com/docs/labor-differences-on-flash-report-vs-pl.md): Labor differs between Flash Report and P&L due to payroll JE vs. POS accruals, incorrect GL mapping on job titles, or labor estimate settings.
- [Troubleshoot the AP/AR Aging Report](https://docs.restaurant365.com/docs/troubleshoot-apar-aging-report.md): Fix unexpected AP/AR Aging items caused by unapplied transactions, negative invoices, debit/credit entries, or post-run Apply Dates.
- [Year Over Year Comparison Days](https://docs.restaurant365.com/docs/y-o-y-days-reports.md): Flash Report year-over-year uses day-of-week for 4/4/5 and 13/4 structures, calendar date for Calendar Month, and Day 1 to Day 1 for Custom.
- [Ad Hoc Reports](https://docs.restaurant365.com/docs/rd-ad-hoc-reports.md)
- [Dashboard & Ad Hoc Reporting Overview](https://docs.restaurant365.com/docs/dashboard-ad-hoc-reporting-overview.md): Introduction to Business Analytics: Ad Hoc Reports (charts, tables, pivot tables), Dashboards, and the reporting module.
- [Ad Hoc Elements](https://docs.restaurant365.com/docs/ad-hoc-elements.md): Overview of configurable elements in the Ad Hoc Reports designer: fields, measures, filters, layouts, and chart options.
- [Ad Hoc Table Elements](https://docs.restaurant365.com/docs/ad-hoc-table-elements.md): Configure table visualizations in Ad Hoc Reports, including the Data Detail Selector for Details, Totals, and Both views.
- [Ad Hoc Chart Elements](https://docs.restaurant365.com/docs/ad-hoc-chart-elements.md): Configure Ad Hoc chart type, formatting (title, axes, labels, legend), and visualization options for custom reports.
- [Business Analytics - Show Prior Year](https://docs.restaurant365.com/docs/business-analytics-show-prior-year.md): Add prior year data comparisons to Ad Hoc Reports by adding Fiscal Year as a column and filtering by year.
- [Ad Hoc Crosstab Elements](https://docs.restaurant365.com/docs/ad-hoc-crosstab-elements.md): Configure crosstab (pivot table) visualizations in Ad Hoc Reports, including row/column layout and formatting options.
- [Create and Modify Ad Hoc Reports](https://docs.restaurant365.com/docs/create-and-modify-ad-hoc-reports.md): Create, edit, and save custom Ad Hoc reports and dashboards in R365, including field selection and visualization setup.
- [Troubleshoot Missing Fields on Ad Hoc Reports](https://docs.restaurant365.com/docs/field-is-no-longer-available-on-ad-hoc-reports.md): Fix missing fields on Ad Hoc reports by removing missing items and reselecting the field from the updated data source.
- [Payroll Reports](https://docs.restaurant365.com/docs/workforce-reports.md): Analyze R365 Payroll and HR data with Workforce Reports. Access various reports for insights on employee records, benefits, and more.
- [Unverified TIN Report](https://docs.restaurant365.com/docs/workforce-reports-unverified-tin-report.md): View employees whose TIN (SSN/EIN/ITIN) verification failed and update employee records to resolve TIN issues.
- [W-2 Detail Report](https://docs.restaurant365.com/docs/w-2-detail-report.md): View a detailed breakdown of W-2 wage and tax information for employees in Workforce Reports.
- [Unpayable Employees Report](https://docs.restaurant365.com/docs/workforce-r365-payroll-unpayable-employees-report.md): Identify employees who cannot be paid in a payroll run due to missing or invalid payment information.
- [Payroll by Pay Period & Payroll by Pay Date Reports](https://docs.restaurant365.com/docs/workforce-reports-payroll-by-pay-period-payroll-by-pay-date-reports.md): View two Workforce payroll summaries: Payroll by Pay Period (within a period) and Payroll by Pay Date (by payment date).
- [Employee Census](https://docs.restaurant365.com/docs/workforce-reports-employee-census.md): Download employee census data including contact info, address, SSN/TIN, hire and termination dates, and job details.
- [Benefits and Deductions Report](https://docs.restaurant365.com/docs/workforce-reports-benefits-and-deductions.md): Download an .xlsx showing employee deduction and employer contribution amounts by benefit type for a pay period.
- [Payroll Accrual Report](https://docs.restaurant365.com/docs/workforce-reports-payroll-accrual.md): Calculate and view accrued payroll amounts for a given period to support month-end accrual journal entries.
- [Garnishment Remittance Report](https://docs.restaurant365.com/docs/workforce-reports-garnishment-remittance.md): Download an .xlsx listing garnishment amounts per employee for a date range for remittance processing.
- [Negative Balances Report](https://docs.restaurant365.com/docs/workforce-reports-negative-balances.md): Identify employees with negative carryover deduction balances caused by net pay shortfalls in Workforce payroll.
- [Returned Payments](https://docs.restaurant365.com/docs/workforce-returned-payments.md): View failed direct deposit distributions on the Returned Payments page, including employee, amount, and batch type.
- [Workers' Compensation Report](https://docs.restaurant365.com/docs/workforce-reports-workers-compensation-report.md): Download an .xlsx showing calculated workers' compensation amounts by employee and compensation code.
- [I-9 Report](https://docs.restaurant365.com/docs/workforce-reports-i-9.md): List employee I-9 employment eligibility verification status, document types, and expiration dates in Workforce Reports.
- [Paystubs](https://docs.restaurant365.com/docs/workforce-paystubs.md): View and access employee paystub documents for any pay period in Workforce Reports.
- [Report Subscriptions](https://docs.restaurant365.com/docs/report-subscriptions.md): Automate report delivery with subscriptions, manage settings, and ensure security for recipients. Create, edit, and track reports effortlessly.
- [Report Subscriptions Page](https://docs.restaurant365.com/docs/report-subscriptions-page.md): View all report subscriptions with status, name, report, recipients, and schedule on the Report Subscriptions page.
- [Report Subscription Record](https://docs.restaurant365.com/docs/report-subscription-record.md): Reference for all report subscription fields: report, view, name, schedule (daily/weekly/monthly/period), and date settings.
- [Create a Report Subscription](https://docs.restaurant365.com/docs/report-subscriptions-create-a-subscription.md): Create a report subscription in R365 by selecting the report, setting recipients, and configuring the delivery schedule.
- [Edit a Report Subscription](https://docs.restaurant365.com/docs/report-subscriptions-edit-a-subscription.md): Edit an existing report subscription record to change the report, recipients, schedule, and date settings.
- [Activate or Deactivate a Report Subscription](https://docs.restaurant365.com/docs/activate-or-deactivate-a-report-subscription.md): Activate or deactivate report subscriptions individually via quick actions or in bulk using checkboxes.
- [Delete a Report Subscription](https://docs.restaurant365.com/docs/delete-a-report-subscription.md): Delete report subscriptions individually via quick actions or in bulk using checkboxes and Edit Selected on the page.
- [Clone a Report Subscription](https://docs.restaurant365.com/docs/clone-a-report-subscription.md): Duplicate an existing report subscription using the Clone quick action on the Report Subscriptions page.
- [Send a Report Subscription](https://docs.restaurant365.com/docs/send-a-report-subscription.md): Trigger immediate report subscription delivery outside its scheduled time using the Send Now action.
- [Date Settings on Report Subscriptions](https://docs.restaurant365.com/docs/report-subscriptions-date-settings.md): Configure dynamic date range options for report subscriptions to control which time period each delivery covers.
- [Handling Inactive Users in Report Subscriptions](https://docs.restaurant365.com/docs/report-subscriptions-handling-inactive-users.md): Reassign a report subscription when its owner is deactivated to maintain scheduled delivery without interruption.
- [Accounting](https://docs.restaurant365.com/docs/accounting.md)
- [Accounting FAQ](https://docs.restaurant365.com/docs/accounting-faq-1.md)
- [Year-End Close](https://docs.restaurant365.com/docs/year-end-close.md): Year-end checklist covering fiscal year setup, GL detail, 1099 prep, budgets, and retained earnings in R365.
- [Accounts Payable](https://docs.restaurant365.com/docs/accounts-payable.md)
- [AP Center](https://docs.restaurant365.com/docs/ap-center-category.md)
- [AP Center Page](https://docs.restaurant365.com/docs/ap-center.md): Overview of AP Center's four tabs: Documents Queue, Awaiting Approval, Ready for Payment, and Payment Runs.
- [Documents Queue in AP Center](https://docs.restaurant365.com/docs/ap-center-documents-queue.md): Upload, review, and edit invoice documents from the Documents Queue tab in AP Center, which mirrors Documents to Process.
- [Awaiting Approval in AP Center](https://docs.restaurant365.com/docs/ap-center-awaiting-approval.md): View invoices pending approval in the Awaiting Approval tab of AP Center, which mirrors the My Workflows page.
- [Ready for Payment in AP Center](https://docs.restaurant365.com/docs/ap-center-ready-for-payment.md): View approved invoices in the Ready for Payment tab, sort them, and create payment runs from the AP Center.
- [Payment Runs in AP Center](https://docs.restaurant365.com/docs/ap-center-payment-runs.md): View all unsent payment runs in AP Center with statuses (Unapproved, Approved) and manage them from one tab.
- [AP Transactions](https://docs.restaurant365.com/docs/ap-transactions-category.md)
- [AP Transactions Page](https://docs.restaurant365.com/docs/ap-transactions.md): Reference for the AP Transactions list page showing all AP invoices, credit memos, and payments with filter options.
- [AP Invoices](https://docs.restaurant365.com/docs/ap-invoices.md)
- [Mass Invoice Entry](https://docs.restaurant365.com/docs/mass-invoice-entry.md): Enter multiple AP invoices at once using the Mass Invoice Entry screen with step-by-step setup instructions.
- [AP Invoice Record](https://docs.restaurant365.com/docs/ap-invoice-record.md): Reference for all fields, tabs, and actions on the AP Invoice record, including header fields and line detail entry.
- [Void a Transaction](https://docs.restaurant365.com/docs/voiding-a-transaction.md): Void a transaction in R365 by creating an offsetting reversing entry to nullify an approved AP Invoice or Payment.
- [Use Tax Vendors](https://docs.restaurant365.com/docs/use-tax-vendors.md): Flag vendors as Use Tax vendors and filter the Purchases by Vendor report to identify use tax liabilities.
- [Unassigned Vendor – Accounts Payable](https://docs.restaurant365.com/docs/unassigned-vendor-accounts-payable.md): Understand why UNASSIGNED VENDOR appears on the AP Aging Report and how to correct the underlying transaction.
- [Document Date & GL Date](https://docs.restaurant365.com/docs/ap-invoice-document-date-gl-date.md): Understand the difference between Document Date (drives due date) and GL Date (posting date to the general ledger).
- [Payment Hold](https://docs.restaurant365.com/docs/ap-invoices-payment-hold.md): Use the Payment Hold toggle on AP invoices to prevent them from appearing on payment runs until the hold is removed.
- [Mark as Paid on Invoices](https://docs.restaurant365.com/docs/ap-invoice-mark-as-paid.md): Use the Mark as Paid toggle to auto-create an AP Payment when an invoice is approved, with prerequisites explained.
- [Priority Status](https://docs.restaurant365.com/docs/priority-status.md): Set payment priority (Critical, High, Standard, Low) on vendor records and AP invoices to control payment run order.
- [Location Groups in Accounting](https://docs.restaurant365.com/docs/location-groups-in-accounting.md): Use Location Groups in AP Invoices and Journal Entries to spread amounts evenly across multiple locations.
- [Alternate Currency Entry](https://docs.restaurant365.com/docs/alternate-currency-entry.md): Enter AP invoices in a foreign currency using Alternate Currency Entry (Early Adopters) with exchange rate configuration.
- [Working with Currency Conversion Factors](https://docs.restaurant365.com/docs/working-with-currency-conversion-factors.md): Set up currency conversion factors in R365, including adding local currency and configuring alternate currency settings.
- [Missing Items](https://docs.restaurant365.com/docs/ap-transactions-missing-items.md): Understand missing items in AP transactions — created when a vendor item number is unrecognized — and how to resolve them.
- [AP Credit Memos](https://docs.restaurant365.com/docs/ap-credit-memos.md)
- [AP Credit Memo record](https://docs.restaurant365.com/docs/ap-credit-memo.md): Reference for all fields and tabs on the AP Credit Memo record, including header fields and the Apply tab for linking.
- [Credit Expected](https://docs.restaurant365.com/docs/ap-invoice-credit-expected.md): Use the Credit Expected field on AP invoices to document anticipated vendor credits, covering short pay vs. regular credit.
- [Missing Items](https://docs.restaurant365.com/docs/missing-items.md)
- [AP Payments](https://docs.restaurant365.com/docs/ap-payments.md)
- [AP Payment Record](https://docs.restaurant365.com/docs/ap-payment-record.md): Reference for AP Payment record fields, tabs (Apply, Attachments, Activity), and actions for applying payments to invoices.
- [AP Payment v Bank Expense](https://docs.restaurant365.com/docs/ap-payment-v-bank-expense.md): Understand when to use AP Payment vs. Bank Expense: AP Payments pay vendor invoices; Bank Expenses record non-invoice costs.
- [Partially Pay an AP Invoice](https://docs.restaurant365.com/docs/partially-pay-an-ap-invoice.md): Pay a portion of an AP invoice by entering a custom amount on the AP Payment Apply tab or splitting across payments.
- [Printing Checks](https://docs.restaurant365.com/docs/printing-checks-1.md)
- [Manual Payment](https://docs.restaurant365.com/docs/manual-payment.md): Create a manual AP payment for a single vendor to record payments made outside R365 (check, ACH, wire, or other).
- [Check Numbering in R365](https://docs.restaurant365.com/docs/check-numbering-in-r365.md): Understand how check numbers are auto-assigned from the bank account's Next Check Number field for all payment types.
- [AP Payment Update](https://docs.restaurant365.com/docs/ap-payment-update.md): Explore the updated AP Payment record layout (Sept 2025) with collapsible header, auto-apply, and new field names.
- [Resolve Document Issues in AP Transactions](https://docs.restaurant365.com/docs/ap-transactions-document-issues.md): Find and resolve AP transactions with document issues using the Issues-Unapproved saved view and Documents tab.
- [Attach from Documents](https://docs.restaurant365.com/docs/ap-transactions-attach-from-documents.md): Attach documents from Documents to Process to an existing AP invoice, credit memo, or DSS journal entry.
- [Documents to Process](https://docs.restaurant365.com/docs/documents-to-process-category.md)
- [Documents to Process Overview](https://docs.restaurant365.com/docs/documents-to-process.md): Upload PDF or scanned AP invoices and credit memos to Documents to Process for review and transaction creation.
- [Documents to Process Page](https://docs.restaurant365.com/docs/documents-to-process-page.md): Reference guide for the Documents to Process page layout: document grid, filter options, preview panel, and action buttons.
- [Supported File Types in Documents to Process](https://docs.restaurant365.com/docs/documents-to-process-supported-file-types.md): Lists file formats accepted by Documents to Process for AP invoice uploads, including PDF (recommended) and scanned images.
- [Upload Methods in Documents to Process](https://docs.restaurant365.com/docs/documents-to-process-upload-methods.md): Overview of all ways to upload invoices to Documents to Process: AP Automation email, FTP, manual upload, and more.
- [Manual Upload in Documents to Process](https://docs.restaurant365.com/docs/documents-to-process-manual-upload.md): Manually upload invoice documents to Documents to Process from the page, AP Center, or the AP Transactions page.
- [Upload Files with AP Automation for Documents to Process](https://docs.restaurant365.com/docs/documents-to-process-uploading-files-with-ap-automation.md): Use AP Automation (dedicated R365 email) to automatically upload vendor invoices to Documents to Process.
- [Upload Files via FTP for Documents to Process](https://docs.restaurant365.com/docs/documents-to-process-uploading-files-via-ftp.md): Upload invoice files to R365 via the FTP site using Windows File Explorer by dragging files to the FTP location.
- [Upload Documents with Required Location](https://docs.restaurant365.com/docs/upload-documents-with-required-location.md): Steps to upload AP invoices or credit memos when "Require location selection on upload" is enabled in R365.
- [Manage Documents in Documents to Process](https://docs.restaurant365.com/docs/manage-documents-in-documents-to-process.md): Select and manage documents in bulk or individually in Documents to Process using the action bar and document menu.
- [Process Uploaded Files in Documents to Process](https://docs.restaurant365.com/docs/documents-to-process-how-to-process-uploaded-files.md): Process uploaded documents in Documents to Process to create AP invoices or credit memos by reviewing and confirming fields.
- [Log and Errors in Documents to Process](https://docs.restaurant365.com/docs/documents-to-process-log-and-errors.md): View the Documents to Process Log in Admin Accounting to track recent upload and AP Automation activity and errors.
- [Mark as Archived in Documents to Process](https://docs.restaurant365.com/docs/documents-to-process-mark-as-archived.md): Mark a document as Archived in Documents to Process to flag it as a duplicate and remove it from the active queue.
- [Restore Document to Docs to Process](https://docs.restaurant365.com/docs/restore-document-to-docs-to-process.md): Detach a document from a transaction and return it to the Documents to Process queue for reprocessing.
- [Attach a Document to an Existing Transaction in Documents to Process](https://docs.restaurant365.com/docs/attach-document-to-existing-transaction-in-documents-to-process.md): Link a Documents to Process document to an existing transaction using the Attach button or the Actions dropdown menu.
- [AP Capture AI ](https://docs.restaurant365.com/docs/ap-capture-ai-1.md)
- [AP Capture AI Overview](https://docs.restaurant365.com/docs/ap-capture-ai.md): Overview of AP Capture AI: R365's OCR tool that reads uploaded invoices and populates draft transactions automatically.
- [OCR Mappings Screen](https://docs.restaurant365.com/docs/review-ocr-mappings-sidesheet.md): Reference for the OCR Mappings screen in AP Capture AI, showing document types, mapped fields, and mapping configuration.
- [New Draft Transaction Experience](https://docs.restaurant365.com/docs/new-draft-transaction-experience.md)
- [Draft Transaction Screen](https://docs.restaurant365.com/docs/draft-transaction-details.md): Navigate the Draft Transaction screen to review, edit, and complete AP invoices before posting in R365.
- [Delete a Document in Documents to Process](https://docs.restaurant365.com/docs/delete-a-document-in-documents-to-process.md): Permanently delete documents from Documents to Process using the Actions dropdown or the Draft Transaction screen.
- [Link Unlinked Items in the Draft Transaction Screen](https://docs.restaurant365.com/docs/link-unlinked-items-in-the-draft-transaction-screen.md): Resolve unlinked line items in the Draft Transaction screen where Capture AI extracted lines that could not be matched.
- [Archive a Document in Documents to Process](https://docs.restaurant365.com/docs/archive-a-document-in-documents-to-process.md): Archive documents in Documents to Process using the Draft Transaction screen Actions menu or bulk document selection.
- [Reset Document in Docs to Process](https://docs.restaurant365.com/docs/reset-document-in-docs-to-process.md): Reset a document in Documents to Process to clear draft transaction data and return it to an unprocessed state.
- [Keyboard Shortcuts](https://docs.restaurant365.com/docs/keyboard-shortcuts-1.md)
- [Legacy Draft Transaction Screen](https://docs.restaurant365.com/docs/legacy-draft-transaction-screen.md)
- [Legacy Draft Transaction Screen](https://docs.restaurant365.com/docs/draft-transaction-sidesheet.md): Reference for the legacy Draft Transaction sidesheet used to complete AP invoices prior to the 2026 screen update.
- [OCR Mapping in AP Capture AI](https://docs.restaurant365.com/docs/ocr-mapping.md): Draw regions on invoice documents in AP Capture AI to correct how fields are mapped and improve OCR accuracy.
- [AP Capture: Labels in Review OCR Mapping](https://docs.restaurant365.com/docs/ap-capture-labels-in-review-ocr-mapping.md): Assign field labels to mapped OCR regions in the AP Capture AI review screen to improve invoice data extraction.
- [Draft Transaction Screen Update 2026](https://docs.restaurant365.com/docs/draft-transaction-details-update-2025.md): Review the 2026 Draft Transaction screen updates in AP Capture AI: new layout, updated field names, and UI changes.
- [AP Capture Pro](https://docs.restaurant365.com/docs/ap-capture-pro.md): Overview of AP Capture Pro: a managed service where the R365 team reviews and enters invoice data on your behalf.
- [Managing Document Issues](https://docs.restaurant365.com/docs/resolve-documents-with-issues.md): Add, review, and resolve document issues in Documents to Process flagged manually, by Capture Pro, or by Capture AI.
- [Memorized AP Transactions Page](https://docs.restaurant365.com/docs/memorized-ap-transactions-page.md): View and manage reusable AP invoice and credit memo templates on the Memorized AP Transactions list page.
- [Memorize an AP Transaction](https://docs.restaurant365.com/docs/memorized-ap-transactions.md): Save an AP invoice as a reusable template and set auto-recurrence (daily, weekly, monthly, or period) for future use.
- [My Workflows](https://docs.restaurant365.com/docs/my-workflows.md): Manage AP invoice approval workflow tasks assigned to you, including reviewing and approving invoices in My Workflows.
- [Payment Runs](https://docs.restaurant365.com/docs/payment-runs.md)
- [Legacy Payment Run Record](https://docs.restaurant365.com/docs/payment-run-record-legacy.md): Reference for the legacy Payment Run record layout, covering header fields, invoice table, and status before 2025.
- [Payment Run Update 2025](https://docs.restaurant365.com/docs/payment-run-update-2025.md): Review 2025 payment run changes: credit memos now display in the invoice table and payment creation flow updates.
- [Payment Run Overview](https://docs.restaurant365.com/docs/payment-run-overview.md): Understand how Payment Runs work in R365: batch approved AP invoices into a single payment event by bank account.
- [Payment Run Record](https://docs.restaurant365.com/docs/payment-run-record.md): Reference the Payment Run record layout: invoices table, transaction totals, bank account, and status fields.
- [Create a Payment Run](https://docs.restaurant365.com/docs/creating-a-payment-run.md): Create a new payment run in R365: select a bank account, filter invoices, set payment method, and submit.
- [Create a Payment Run - Legacy](https://docs.restaurant365.com/docs/create-a-payment-run-legacy.md): Step-by-step instructions for creating a payment run using the legacy payment run interface in R365.
- [Payment Runs Page](https://docs.restaurant365.com/docs/payment-runs-page.md): Navigate the Payment Runs list page: filter by status, open existing runs, and create new payment runs.
- [Payment Run Details](https://docs.restaurant365.com/docs/payment-run-details.md): Explore fields in the Payment Run detail view, including invoice selections, payment methods, and amounts.
- [Payment Run: Payment Date](https://docs.restaurant365.com/docs/payment-run-payment-date.md): Set and adjust Payment Dates in a Payment Run. The header date defaults to today and can be overridden per payment.
- [Payment Run Statuses](https://docs.restaurant365.com/docs/payment-runs-page-payment-run-statuses.md): Reference the five Payment Run statuses—Draft, Unapproved, Approved, Payments Created, and Void—and what each means.
- [Payment Run: Discounts from Early Payment](https://docs.restaurant365.com/docs/payment-run-discounts-from-early-payment.md): Apply early payment discounts automatically in a payment run when invoices have qualifying discount terms set.
- [Payment Run: Creating Payments](https://docs.restaurant365.com/docs/payment-run-creating-payments.md): Complete the prerequisites and steps to create payments in a payment run, including selecting payment method.
- [Payment Run: Applying Credits](https://docs.restaurant365.com/docs/payment-run-applying-credits.md): Apply approved AP credit memos to open invoices during a payment run to reduce the total amount paid.
- [Printing Checks](https://docs.restaurant365.com/docs/printing-checks.md): Print checks from a payment run in R365: enable check printing, assign check numbers, and generate the print file.
- [Record Credit Card Payment](https://docs.restaurant365.com/docs/paying-your-credit-card-bill.md): Record credit card bill payments in R365 by creating a payment transaction linked to the credit card bank account.
- [Recording American Express AMEX Charges](https://docs.restaurant365.com/docs/recording-american-express-amex-charges.md): Record AMEX charges in R365 using AP invoices and the Check Run workflow to reconcile American Express statements.
- [Payment Run Approvals](https://docs.restaurant365.com/docs/payment-run-approvals.md): Manage Payment Run approvals in R365: understand who can approve, how to submit, and what happens after approval.
- [System Prompting to 'Save As' for Report / Check](https://docs.restaurant365.com/docs/system-prompting-to-save-as-for-report-check.md): Fix the browser 'Save As' prompt that appears when printing checks or reports after a payment run in R365.
- [Check Numbering in R365](https://docs.restaurant365.com/docs/check-numbering-in-r365-1.md)
- [Vendors](https://docs.restaurant365.com/docs/vendors.md)
- [Vendor Record](https://docs.restaurant365.com/docs/vendor-record.md): Reference all tabs and fields on the Vendor record in R365, including general info, payment settings, and 1099 data.
- [Enable Default Mark as Paid for Vendors](https://docs.restaurant365.com/docs/enable-default-mark-as-paid-for-vendors.md): Enable 'Mark as Paid' as the default on a vendor record so new invoices are automatically flagged as paid in R365.
- [Vendors Page](https://docs.restaurant365.com/docs/vendors-page.md): Search, filter, and access vendor records from the Vendors list page in R365 Accounts Payable.
- [1099 Setup and Management Overview](https://docs.restaurant365.com/docs/1099-setup-and-management.md): Set up and manage 1099 tracking in R365 for MISC, NEC, and INT forms, covering vendor records and year-end filing.
- [Setup a 1099 Common Payer](https://docs.restaurant365.com/docs/setup-a-1099-common-payer.md): Designate a legal entity as a 1099 common payer in R365 to consolidate 1099 filings across multiple locations.
- [Update 1099 Transactions](https://docs.restaurant365.com/docs/update-1099-transactions.md): Update the 1099 amount, form type, and box on individual AP invoices to correct or adjust 1099 reporting in R365.
- [Update 1099 Vendor Type](https://docs.restaurant365.com/docs/updating-1099-vendor-type.md): Change the 1099 form type and box settings on a vendor record to ensure correct 1099 categorization in R365.
- [Vendor Merge](https://docs.restaurant365.com/docs/vendor-merge.md): Merge duplicate vendor records in R365 by selecting the duplicate and transferring its history to the master record.
- [Payment Terms](https://docs.restaurant365.com/docs/payment-terms.md): Create and configure payment terms in R365, including due date calculations and early payment discount settings.
- [ACH Setup](https://docs.restaurant365.com/docs/ach-setup.md): Configure vendors for ACH payments in R365 by entering vendor banking details and enabling ACH on the vendor record.
- [Enter a Vendor Credit Issued as a Check or ACH](https://docs.restaurant365.com/docs/enter-a-vendor-credit-issued-as-a-check-or-ach.md): Record a vendor credit paid by check or ACH in three steps: create the credit memo, payment, and bank transaction.
- [Fintech Refunds](https://docs.restaurant365.com/docs/fintech-refunds.md): Process Fintech refunds received as negative AP invoices in R365, including posting and reconciliation steps.
- [Add a Vendor Group](https://docs.restaurant365.com/docs/add-a-vendor-group.md): Create a new vendor group from the Vendor Additional Info tab to organize and categorize vendors in R365.
- [Add 1099 Historical Data to a Vendor](https://docs.restaurant365.com/docs/add-1099-historical-data-to-a-vendor.md): Enter prior-system 1099 payment history on a vendor using beginning balance entries to support accurate filing.
- [Prepare a Remittance Advice for an ACH Vendor](https://docs.restaurant365.com/docs/prepare-a-remittance-advice-for-an-ach-vendor.md): Email or print a remittance advice for ACH vendor payments in R365 to notify vendors of payment details.
- [Imports & Automation](https://docs.restaurant365.com/docs/imports-automation.md)
- [AP Imports Overview](https://docs.restaurant365.com/docs/ap-imports-overview.md): Overview of AP import options in R365: multi-transaction imports by item or account for bulk invoice processing.
- [AP Imports: Import Templates](https://docs.restaurant365.com/docs/ap-imports-import-templates.md): Download CSV import templates for AP transactions in R365, available by item or by account for bulk invoice entry.
- [AP Imports: Manual Importing](https://docs.restaurant365.com/docs/ap-imports-manual-importing.md): Manually import AP invoices and credit memos in bulk via the Import tool in R365 Accounts Payable.
- [AP Automation Overview](https://docs.restaurant365.com/docs/ap-automation-overview.md): Automate AP invoice intake in R365 by routing vendor emails to a processing address for automatic invoice capture.
- [AP Automation: Common Webmail Provider POP Settings](https://docs.restaurant365.com/docs/ap-automation-common-webmail-provider-pop-settings.md): POP3 server addresses, ports, and SSL settings for Gmail and other webmail providers used with R365 AP Automation.
- [AP Automation: Gmail Settings](https://docs.restaurant365.com/docs/ap-automation-gmail-settings.md): Configure Gmail for R365 AP Automation: enable POP forwarding and set up the processing email connection.
- [Vendor Contract Price Verification](https://docs.restaurant365.com/docs/vendor-contract-price-verification.md): Set contract prices on vendor item records individually or via import to auto-verify invoice pricing in R365.
- [Troubleshoot AP Transaction Import Errors](https://docs.restaurant365.com/docs/troubleshoot-ap-transaction-import-errors.md): Fix common AP CSV import failures in R365: correct column header mismatches, formatting issues, and missing fields.
- [R365 Payments Service](https://docs.restaurant365.com/docs/r365-payments-service-category.md)
- [R365 Payments Service Overview](https://docs.restaurant365.com/docs/r365-payments-service.md): Overview of R365 Payments: available payment methods, how the service works, and setup requirements for new users.
- [R365 Payments: Frequently Asked Questions (FAQ)](https://docs.restaurant365.com/docs/r365-payments-frequently-asked-questions-faq.md): Answers to common R365 Payments questions: payment creation, processing times, statuses, and troubleshooting.
- [Getting started with R365 Payments](https://docs.restaurant365.com/docs/getting-started-with-r365-payments.md): Start using R365 Payments: review prerequisites, complete setup steps, and configure your first bank account.
- [R365 Payments Vendor Enrollment](https://docs.restaurant365.com/docs/r365-payments-vendor-enrollment.md): Understand the R365 Payments vendor enrollment process through FIS, from vendor report creation to payment routing.
- [Pay Vendors with R365 Payments](https://docs.restaurant365.com/docs/paying-vendors-with-r365-payments.md): Process vendor payments through R365 Payments: create a payment run, select invoices, and submit for disbursement.
- [Enable a Legal Entity for R365 Payments](https://docs.restaurant365.com/docs/r365-payments-enable-a-legal-entity.md): Add a new legal entity to R365 Payments after initial setup by creating a bank account and submitting verification.
- [Add or Remove a Bank Account](https://docs.restaurant365.com/docs/r365-payments-add-or-remove-a-bank-account.md): Add a bank account for R365 Payments by creating the record, entering routing details, and completing verification.
- [Add or Remove a Vendor](https://docs.restaurant365.com/docs/r365-payments-add-or-remove-a-vendor.md): Enable or disable a vendor for R365 Payments by completing required fields on the vendor record in R365.
- [Hold an R365 Payment](https://docs.restaurant365.com/docs/hold-an-r365-payment.md): Place an R365 Payment on hold from the AP Payment record to pause disbursement when a payment issue arises.
- [Refund an R365 Payment](https://docs.restaurant365.com/docs/refund-r365-payment.md): Refund an R365 Payment in Funding status from the AP Payment record and reverse the original disbursement.
- [Resending Failed/Unsent Payments](https://docs.restaurant365.com/docs/r365-payments-resending-failed-payments.md): Resubmit R365 Payments in Not Sent status individually or in bulk from the Payment Runs page.
- [Scheduling a payment run](https://docs.restaurant365.com/docs/scheduling-a-payment-run.md): Create a payment run with a future payment date in R365 Payments to schedule vendor disbursements in advance.
- [Rescheduling Scheduled Payment Runs](https://docs.restaurant365.com/docs/rescheduling-scheduled-payment-runs.md): Change the payment date on a scheduled R365 Payment Run from the Payment Runs page before funds are withdrawn.
- [Cancelling a Scheduled Payment Run](https://docs.restaurant365.com/docs/cancelling-a-scheduled-payment-run.md): Cancel a scheduled R365 Payments payment run from the Payment Runs page before the processing date.
- [To and From Addresses in R365 Payments](https://docs.restaurant365.com/docs/to-and-from-addresses-in-r365-payments.md): Understand how R365 Payments determines sender and recipient names and addresses printed on checks and stubs.
- [R365 Payment Methods](https://docs.restaurant365.com/docs/r365-payments-payment-methods.md): Reference R365 Payments payment types: check delivery times, ACH, and virtual card options with processing windows.
- [Match an R365 Payment in Bank Activity](https://docs.restaurant365.com/docs/match-an-r365-payment-in-bank-activity.md): Match an R365 Payments batch to bank activity using the updated 10-step process in R365 Bank Activity.
- [Legacy Match an R365 Payment in Bank Activity](https://docs.restaurant365.com/docs/legacy-match-an-r365-payment-in-bank-activity.md): Match an R365 Payments batch to bank activity using the legacy Bank Activity interface in R365.
- [R365 Payment Statuses](https://docs.restaurant365.com/docs/r365-payment-statuses.md): Reference all R365 Payment status values, covering standard flow statuses and exception states with their meanings.
- [Void a Payment with R365 Payments](https://docs.restaurant365.com/docs/voiding-a-payment-with-r365-payments.md): Learn how to void R365 Payments safely, understand warning messages, and the unvoiding process to manage your transactions effectively.
- [Flow of Funds](https://docs.restaurant365.com/docs/r365-payments-flow-of-funds.md): Understand the R365 Payments lifecycle: payment run creation, lump-sum withdrawal, and individual vendor disbursement.
- [Security and Fraud Prevention with R365 Payments](https://docs.restaurant365.com/docs/r365-payments-security-and-fraud-prevention.md): Review R365 Payments security features including bank account masking and Positive Pay for fraud prevention.
- [ACH Fraud Monitoring Requirements with R365 Payments](https://docs.restaurant365.com/docs/ach-fraud-monitoring-requirements.md): New ACH Network Rules require businesses to implement fraud monitoring processes. Learn how to protect against unauthorized ACH entries effectively.
- [Accounts Receivable](https://docs.restaurant365.com/docs/accounts-receivable.md)
- [AR Transactions](https://docs.restaurant365.com/docs/ar-transactions.md)
- [AR Credit Memo](https://docs.restaurant365.com/docs/ar-credit-memo.md): Create AR Credit Memos in R365 for returns, adjustments, or corrections and apply them to open invoices.
- [AR Invoice](https://docs.restaurant365.com/docs/ar-invoice.md): Create AR invoices for house accounts in R365, apply sales items, and manage invoice status and payment terms.
- [AR Payment](https://docs.restaurant365.com/docs/ar-payment.md): Create and apply AR Payments in R365: enter customer, date, amount, and apply the payment to open invoices.
- [AR Imports for FlexiBake Overview](https://docs.restaurant365.com/docs/ar-imports-for-flexibake-overview.md): Import AR transactions from FlexiBake into R365: supported transaction types, template format, and import steps.
- [Download a List of Customer Payments](https://docs.restaurant365.com/docs/download-a-list-of-customer-payments.md): Export AR payments to CSV from the AR Transactions page in R365 for reporting or reconciliation.
- [Customers](https://docs.restaurant365.com/docs/customers.md)
- [Customer Record](https://docs.restaurant365.com/docs/customer-record.md): Reference every field on the Customer Record in R365: General tab settings, payment terms, and contact details.
- [Add a Location Logo](https://docs.restaurant365.com/docs/add-a-location-logo.md): Upload a company logo to the Location record in R365 so it prints on customer-facing documents and checks.
- [House Accounts](https://docs.restaurant365.com/docs/house-accounts.md): Use House Accounts in R365 to auto-generate AR invoices for customers billed on account through the POS.
- [Contact](https://docs.restaurant365.com/docs/contact.md)
- [Contact Record](https://docs.restaurant365.com/docs/contact-record.md): View and edit all fields on the Contact Record in R365: name, phone numbers, email, address, and linked records.
- [Create a Contact](https://docs.restaurant365.com/docs/create-a-contact.md): Create a new contact in R365 from a Customer, Vendor, or Location record by filling in name and contact fields.
- [Sales Items](https://docs.restaurant365.com/docs/sales-items.md)
- [Sales Item Record](https://docs.restaurant365.com/docs/sales-item-record.md): Create and configure Sales items in R365: set GL account, tax settings, and pricing on the Sales Item record.
- [Third Party Delivery Services & House Accounts](https://docs.restaurant365.com/docs/third-party-delivery-services-house-accounts.md): Set up AR for third-party delivery services like Seamless in R365 by mapping POS accounts to house accounts.
- [AR Invoices Paid Through the POS](https://docs.restaurant365.com/docs/ar-invoices-paid-through-the-pos.md): Record AR payments received through the POS by mapping POS sales accounts to the correct AR clearing accounts.
- [inKind Gift Cards](https://docs.restaurant365.com/docs/inkind-gift-cards.md): Configure the inKind integration in R365 to track gift card financing, redemptions, and AR settlement.
- [Banking](https://docs.restaurant365.com/docs/banking.md)
- [Bank Accounts](https://docs.restaurant365.com/docs/bank-accounts.md)
- [Bank Account Record](https://docs.restaurant365.com/docs/bank-account-record.md): Reference all fields on the full Bank Account record in R365, including GL account mapping and payment settings.
- [Bank Accounts Page](https://docs.restaurant365.com/docs/bank-accounts-page.md): View and manage all bank GL accounts from the Bank Accounts page in R365, including permissions and actions.
- [Edit Bank Accounts](https://docs.restaurant365.com/docs/edit-bank-accounts.md): Edit existing bank accounts in R365 to update allowed fields like name, GL account mapping, and payment settings.
- [Quick Add a Bank Account](https://docs.restaurant365.com/docs/quick-add-a-bank-account.md): Create a bank account in R365 using the simplified Quick Add window with only the essential required fields.
- [Add a New Bank Account](https://docs.restaurant365.com/docs/adding-a-new-bank-account-or-checkbook.md): Create a new bank account in R365 using the full Bank Account form, including GL account and check setup fields.
- [Update an Account Being Used in CFR](https://docs.restaurant365.com/docs/update-an-account-being-use-in-cfr.md): Resolve the error blocking GL Account updates when the account is referenced in a Cash Flow Report configuration.
- [Bank Balance vs GL Account Balance](https://docs.restaurant365.com/docs/bank-balance-vs-gl-account-balance.md): Fix bank vs. GL balance mismatches caused by late-entered transactions, incorrect opening balances, or go-live setup errors.
- [Where can I see my Bank Account Balance?](https://docs.restaurant365.com/docs/where-can-i-see-my-bank-account-balance.md): Find bank account balances in R365 using the GL Account Detail report or the Bank Account record summary.
- [Bank Reconciliations](https://docs.restaurant365.com/docs/bank-reconciliations.md)
- [Bank Reconciliation](https://docs.restaurant365.com/docs/bank-reconciliation.md): Complete bank reconciliation walkthrough: create a rec, enter statement details, clear checks, and approve in R365.
- [Bank Reconciliation Report](https://docs.restaurant365.com/docs/bank-reconciliation-report.md): Bank Reconciliation Report shows cleared and outstanding transactions in detail or summary view for any date range.
- [Reconciling Credit Cards](https://docs.restaurant365.com/docs/reconciling-credit-cards.md): Reconcile credit cards in R365 by setting them up as bank accounts, entering statement balances as negative amounts.
- [Legacy Bank Rules](https://docs.restaurant365.com/docs/bank-rules.md): Legacy Bank Rules on the Bank Activity screen: configure rule name, type, bank account, conditions, and GL account mappings.
- [Uncleared Bank Transactions](https://docs.restaurant365.com/docs/uncleared-transactions.md): View uncleared bank transactions in R365 from the Bank Reconciliation or Uncleared Transactions report.
- [Troubleshoot Bank Rules Matching](https://docs.restaurant365.com/docs/troubleshoot-bank-rules-matching.md): Fix bank rule matching failures by adjusting overly strict conditions, correcting memo case, or fixing amount sign mismatches.
- [Repoll a Reconciled DSS Entry](https://docs.restaurant365.com/docs/repoll-a-reconciled-dss-entry.md): Unreconcile a bank reconciliation to delete and re-poll a DSS entry, then re-clear transactions and re-approve.
- [Bank Transactions](https://docs.restaurant365.com/docs/bank-transactions.md)
- [Bank Deposit](https://docs.restaurant365.com/docs/bank-deposit.md): Create a Bank Deposit in R365 to record money deposited into a bank account, with form fields and approval steps.
- [Bank Expense](https://docs.restaurant365.com/docs/bank-expense.md): Bank Expense form records non-vendor payments directly from a bank account with GL coding and approval workflow.
- [Bank Transfer](https://docs.restaurant365.com/docs/bank-transfer.md): Create a Bank Transfer in R365 to move funds between two bank accounts, including required fields and approval steps.
- [AP Payment v Bank Expense](https://docs.restaurant365.com/docs/ap-payment-v-bank-expense-2.md)
- [Bank Transactions Update 2025/2026](https://docs.restaurant365.com/docs/bank-transactions-update-2025.md): 2025/2026 Bank Transactions update: new side-by-side Transfer From/To layout and header changes versus the classic view.
- [Banks](https://docs.restaurant365.com/docs/banks.md)
- [Bank Record](https://docs.restaurant365.com/docs/bank-record.md): Bank Record enables ACH and Positive Pay exports from Check Run. Set up bank details and assign an export format.
- [Bank Activity](https://docs.restaurant365.com/docs/bank-activity-folder.md)
- [Bank Activity Overview](https://docs.restaurant365.com/docs/bank-activity-overview.md): Bank Activity imports transactions via direct connection, BAI, or manual upload and auto-matches them to R365 records.
- [Bank Activity Process Overview](https://docs.restaurant365.com/docs/bank-activity-update-and-match-transactions.md): Nine-step Bank Activity process: import, auto-match, review matches, handle unmatched items, exclude, and finalize.
- [Bank Activity Page](https://docs.restaurant365.com/docs/bank-activity-page.md): Bank Activity page reference: account selector, Retrieve Activity button, Add/Manage dropdowns, and table view layout.
- [Delete Bank Activity](https://docs.restaurant365.com/docs/delete-bank-activity.md): Permanently delete duplicate or erroneous bank activity transactions from the Bank Activity page in R365.
- [Multiple Potential Matches in Bank Activity](https://docs.restaurant365.com/docs/multiple-potential-matches-in-bank-activity.md): Resolve bank activity transactions flagged with multiple potential matches by selecting the correct match in the panel.
- [Exclude Bank Activity](https://docs.restaurant365.com/docs/exclude-bank-activity.md): Exclude bank activity transactions from auto-matching so they can be reconciled manually outside R365.
- [Retrieve Bank Activity](https://docs.restaurant365.com/docs/direct-bank-connections-retrieve-bank-activity.md): Retrieve the last 10 days or a custom date range of transactions from a connected bank account into Bank Activity.
- [Create an AP Payment from Bank Activity](https://docs.restaurant365.com/docs/bank-activity-create-ap-payment-from-bank-activity.md): Create an AP Payment directly from Bank Activity for withdrawals already made outside R365, matching to open invoices.
- [Create Bank Transactions in Bank Activity](https://docs.restaurant365.com/docs/create-bank-transactions-in-bank-activity.md): Create bank deposit or withdrawal transactions directly from Bank Activity when no matching R365 record exists.
- [Match an R365 Payment in Bank Activity](https://docs.restaurant365.com/docs/match-an-r365-payment-in-bank-activity-1.md)
- [Unmatch Bank Activity](https://docs.restaurant365.com/docs/unmatch-bank-activity.md): Unmatch a bank activity transaction from its R365 record individually or in bulk from the Bank Activity page.
- [Bank Activity Update 2025](https://docs.restaurant365.com/docs/bank-activity-update-2025.md): 2025 Bank Activity redesign: table views replace tabs, adds matching panel, bank connection status, and bulk actions.
- [Bank Activity Imports ](https://docs.restaurant365.com/docs/bank-activity-imports.md)
- [Bank Activity Import Overview](https://docs.restaurant365.com/docs/bank-activity-import-overview.md): Import bank activity manually using QBO/QFX, BAI, or CSV file formats from the Bank Activity page in R365.
- [Import QBO, QFX, or BAI Bank Activity](https://docs.restaurant365.com/docs/import-qbo-qfx-or-bai-bank-activity.md): Upload QBO, QFX, or BAI bank activity files to R365: select file type, upload, confirm account mapping, and import.
- [Import CSV Bank Activity](https://docs.restaurant365.com/docs/import-csv-bank-activity.md): Import CSV bank activity into R365: select CSV format, upload the file, map columns, and confirm the import.
- [Manage CSV Bank Activity Mapping](https://docs.restaurant365.com/docs/manage-csv-mapping.md): Create, edit, and delete saved CSV field mappings used when importing CSV bank activity files into R365.
- [CSV Bank Activity Map Fields Window](https://docs.restaurant365.com/docs/csv-map-fields-window.md): CSV Map Fields window maps spreadsheet columns to R365 fields when importing CSV bank activity transactions.
- [Undo Bank Activity Upload](https://docs.restaurant365.com/docs/undo-bank-activity-upload.md): Reverse a bank activity file upload in R365. The system shows the last three uploads; select one to undo the import.
- [BAI File Transmission](https://docs.restaurant365.com/docs/bai-file-transmission.md): Set up a direct bank-to-R365 connection using BAI files to automatically import daily bank activity with no manual uploads.
- [Rule Vault](https://docs.restaurant365.com/docs/rule-vault-folder.md)
- [Rule Vault Overview](https://docs.restaurant365.com/docs/rule-vault-overview-security.md): Rule Vault stores and manages bank matching and create-transaction rules applied in sequence to imported bank activity.
- [Rule Vault Page](https://docs.restaurant365.com/docs/rule-vault-page.md): Rule Vault page lists all bank rules with type, status, and order. Create, edit, reorder, or delete rules from here.
- [Matching Rule Record](https://docs.restaurant365.com/docs/matching-rule-record.md): Matching Rule record fields: conditions, bank activity types, and matching targets for auto-matching in Bank Activity.
- [Create Transaction Rule Record](https://docs.restaurant365.com/docs/create-transaction-rule-record.md): Create Transaction Rule fields in the Rule Vault: configure conditions to auto-generate bank deposits or withdrawals.
- [Create a Create Transaction Rule in the Rule Vault](https://docs.restaurant365.com/docs/rule-vault-create-a-rule.md): Create a Create Transaction Rule in the Rule Vault to auto-generate bank deposits or withdrawals from matching activity.
- [Create a Matching Rule in the Rule Vault](https://docs.restaurant365.com/docs/create-a-matching-rule.md): Create a Matching Rule in the Rule Vault to auto-match bank activity to existing R365 transactions based on conditions.
- [Delete a Rule in the Rule Vault](https://docs.restaurant365.com/docs/delete-a-rule.md): Permanently delete a bank rule from the Rule Vault using the actions menu on the rule record.
- [Edit a Rule in the Rule Vault](https://docs.restaurant365.com/docs/rule-vault-edit-a-rule.md): Edit an existing bank rule in the Rule Vault to update conditions, name, associated vendor, or account mappings.
- [Mark a Rule Active or Inactive in the Rule Vault](https://docs.restaurant365.com/docs/rule-vault-mark-as-inactive.md): Toggle a bank rule between Active and Inactive in the Rule Vault. Inactive rules are skipped during bank activity matching.
- [Copy a Rule in the Rule Vault](https://docs.restaurant365.com/docs/copy-a-rule.md): Duplicate a bank rule in the Rule Vault from the rule record or bulk edit menu to reuse settings with minor changes.
- [Reorder Bank Rules](https://docs.restaurant365.com/docs/reorder-bank-rules.md): Change bank rule priority order in the Rule Vault using drag-and-drop to control which rules apply first.
- [Reset Bank Rule Order](https://docs.restaurant365.com/docs/reset-bank-rule-order.md): Reset bank rule order in the Rule Vault to the original sort by rule ID using the reorder panel.
- [Default Matching Rules in the Rule Vault](https://docs.restaurant365.com/docs/rule-vault-default-matching-rules.md): Default matching rules in the Rule Vault auto-match bank activity to R365 transactions without manual configuration.
- [Rule Vault Update 2025](https://docs.restaurant365.com/docs/rule-vault-update-2025.md): 2025 Rule Vault features: two rule types, order-applied sequence, bulk actions, and updated matching logic.
- [Direct Bank Connectons](https://docs.restaurant365.com/docs/direct-bank-connectons.md)
- [Direct Bank Connections Overview](https://docs.restaurant365.com/docs/direct-bank-connections-overview.md): Direct bank connections link financial institutions to R365 to import bank activity automatically with secure credential setup.
- [Re-authenticate a Bank Connection](https://docs.restaurant365.com/docs/direct-bank-connections-re-authenticating-connected-bank-accounts.md): Re-authenticate a lapsed direct bank connection from Bank Activity or the Bank Account record by re-entering credentials.
- [Connect a Bank Account](https://docs.restaurant365.com/docs/direct-bank-connections-connecting-bank-accounts.md): Connect a bank account in R365 by linking a financial institution and mapping accounts to import transactions automatically.
- [Bank Accounts with Multi-Factor Authentication (MFA)](https://docs.restaurant365.com/docs/direct-bank-connections-bank-accounts-with-multi-factor-authentication.md): Direct bank connections with MFA: identify if MFA is enabled, check connection status, and re-authenticate as needed.
- [Legacy Bank Activity](https://docs.restaurant365.com/docs/legacy-bank-activity-1.md)
- [Legacy Bank Activity Overview](https://docs.restaurant365.com/docs/legacy-bank-activity-overview.md): Legacy bank activity: upload via direct connection, manual import, or BAI transmission; auto-match and review transactions.
- [Legacy Bank Activity: Update and Match Transactions](https://docs.restaurant365.com/docs/legacy-bank-activity-update-and-match-transactions.md): Legacy bank activity walkthrough: import activity, auto-match, manually match or exclude, and create transactions.
- [Legacy Multiple Potential Matches in Bank Activity](https://docs.restaurant365.com/docs/legacy-multiple-potential-matches-in-bank-activity.md): Resolve multiple potential matches (M indicator) in legacy bank activity by viewing and manually selecting the correct match.
- [Legacy Bank Activity: Create AP Payment from Bank Activity](https://docs.restaurant365.com/docs/legacy-bank-activity-create-ap-payment-from-bank-activity.md): Create an AP payment from an unmatched withdrawal in legacy Bank Activity, auto-populating checking account and amount.
- [Legacy Bank Activity Page](https://docs.restaurant365.com/docs/legacy-bank-activity.md): Legacy Bank Activity page: Unmatched, Rule Applied, and Matched/Excluded tabs, filter bar, and transaction action menu.
- [Legacy Direct Bank Connections: Retrieve Bank Activity](https://docs.restaurant365.com/docs/legacy-direct-bank-connections-retrieve-bank-activity.md): Retrieve bank activity via a direct bank connection in the legacy experience for the last 10 days or a custom range.
- [Legacy Bank Activity Imports ](https://docs.restaurant365.com/docs/legacy-bank-activity-imports.md)
- [Legacy Manage CSV Bank Activity Mapping](https://docs.restaurant365.com/docs/legacy-manage-csv-bank-activity-mapping.md): View, edit, and delete saved CSV column mappings for bank activity imports in the legacy experience.
- [Legacy Import CSV Bank Activity](https://docs.restaurant365.com/docs/legacy-import-csv-bank-activity.md): Import CSV bank activity in the legacy experience: select bank account, upload file, map columns, and confirm import.
- [Legacy - Import QBO, QFX, or BAI Bank Activity](https://docs.restaurant365.com/docs/legacy-import-qbo-qfx-or-bai-bank-activity.md): Import QBO, QFX, or BAI bank files in the legacy experience: download from bank, upload to R365, and confirm import.
- [Legacy CSV Bank Activity Map Fields Window](https://docs.restaurant365.com/docs/legacy-csv-bank-activity-map-fields-window.md): Legacy CSV Map Fields window: map date, debit, credit, and description columns to R365 fields for bank activity import.
- [Legacy Bank Activity Import Overview](https://docs.restaurant365.com/docs/legacy-bank-activity-import-overview.md): Legacy bank activity import: supported file types BAI, QBO, QFX, and CSV, with steps for each format.
- [Legacy Direct Bank Connections](https://docs.restaurant365.com/docs/legacy-direct-bank-connections.md)
- [Legacy Bank Accounts with Multi-Factor Authentication](https://docs.restaurant365.com/docs/legacy-bank-accounts-with-multi-factor-authentication.md): Legacy guidance on using direct bank connections with MFA-enabled accounts: identify MFA status and handle re-authentication.
- [Legacy Re-Authenticating Connected Bank Accounts](https://docs.restaurant365.com/docs/legacy-re-authenticating-connected-bank-accounts.md): Re-authenticate a connected bank account in legacy R365 after credential or MFA changes using the Manage Connections panel.
- [Legacy Direct Bank Connections Overview](https://docs.restaurant365.com/docs/legacy-direct-bank-connections-overview.md): Legacy direct bank connections: link financial institutions to R365 for automatic transaction retrieval with MFA support.
- [Legacy Connecting Bank Accounts](https://docs.restaurant365.com/docs/legacy-connecting-bank-accounts.md): Legacy steps to connect a financial institution to R365 and link bank accounts for automatic transaction retrieval.
- [Positive Pay](https://docs.restaurant365.com/docs/positive-pay.md)
- [Positive Pay Overview & Reports](https://docs.restaurant365.com/docs/positive-pay-overview-reports.md): Positive Pay overview: available export formats by bank, sample file downloads, and reports for check fraud prevention.
- [Canadian Check Format Transit Numbers](https://docs.restaurant365.com/docs/canadian-check-format-transit-numbers.md): Enter Canadian transit and account numbers on the Bank Account record in R365 to enable Canadian check printing.
- [Preparing Amex Data for a QFX Converter Resource](https://docs.restaurant365.com/docs/preparing-amex-data-for-a-qfx-converter-resource.md): Reformat an American Express CSV export into a QFX-compatible file for import into R365 bank activity.
- [Check Printing Setup - UNITED STATES Check Format](https://docs.restaurant365.com/docs/check-printing-setup-united-states-check-format.md): Set up check printing on blank US check stock in R365: configure MICR encoding, margins, and signature placement.
- [Check Printing Setup - CANADA Check Format](https://docs.restaurant365.com/docs/check-printing-setup-canada-check-format.md): Set up check printing on blank Canadian check stock in R365, including transit number format and layout settings.
- [Check Signatures](https://docs.restaurant365.com/docs/check-signatures.md): Configure check signature options in R365: standard signature line, digital image, or no signature on checks.
- [Creating a Check Signature](https://docs.restaurant365.com/docs/creating-a-check-signature.md): Set up a digital signature image on a Bank Account record in R365 so it prints automatically on checks.
- [AP Payment v Bank Expense](https://docs.restaurant365.com/docs/ap-payment-v-bank-expense-1.md)
- [Record an Expense Report](https://docs.restaurant365.com/docs/record-an-expense-report.md): Record employee expense reports in R365 using import, manual entry, credit card feed, or the mobile app.
- [Fixed Assets](https://docs.restaurant365.com/docs/fixed-assets-category.md)
- [Fixed Assets Overview](https://docs.restaurant365.com/docs/fixed-assets.md): Fixed Assets module overview: asset lifecycle stages (Draft, CIP, Active, Retired), setup wizard, and depreciation posting.
- [Asset Classes](https://docs.restaurant365.com/docs/asset-classes.md): Asset classes serve as templates for fixed assets, defining depreciation method, books, useful life, and GL accounts.
- [Asset Categories](https://docs.restaurant365.com/docs/asset-categories.md): Create user-defined asset categories to add a reporting group layer for organizing fixed assets beyond asset classes.
- [Depreciation Method Definitions](https://docs.restaurant365.com/docs/depreciation-method-definitions.md): Fixed Asset depreciation methods in R365: Straight Line spreads cost evenly; No Depreciation records no periodic expense.
- [Convention Definitions](https://docs.restaurant365.com/docs/convention-definitions.md): Depreciation averaging conventions in R365: Full Period, Mid Period Half, Mid Period Full, and Next Period definitions.
- [CIP & Active Credit Offset Accounts](https://docs.restaurant365.com/docs/cip-active-credit-offset-accounts.md): Credit offset prompt when activating a fixed asset manually: four scenarios for CIP and Active asset cost handling.
- [Asset Record](https://docs.restaurant365.com/docs/asset-record.md): Fixed Asset record fields and tabs: asset class, cost, placed-in-service date, depreciation books, and related expenses.
- [Asset Status](https://docs.restaurant365.com/docs/asset-status.md): Five fixed asset lifecycle statuses in R365: Draft, CIP, Active, Active Fully Depreciated, and Retired.
- [Asset Actions](https://docs.restaurant365.com/docs/asset-actions.md): Perform actions on fixed assets in R365: place in service, dispose, transfer, or retire assets from the asset record.
- [Related Expenses](https://docs.restaurant365.com/docs/related-expenses.md): Link AP Invoices and Journal Entries to fixed assets using the Link to Asset toggle to track related expenses per asset.
- [Creating Assets](https://docs.restaurant365.com/docs/creating-assets.md): Create a fixed asset record in R365: enter asset details, assign an asset class, set depreciation, and save the record.
- [Potential Assets](https://docs.restaurant365.com/docs/potential-asset-list.md): Potential Assets list captures AP Invoice and Journal Entry transactions posted to a Potential Asset GL account for review.
- [Fixed Asset Depreciation Form](https://docs.restaurant365.com/docs/fixed-assets-depreciation-form.md): Fixed Asset Depreciation form displays depreciation records by period and book for each asset in R365.
- [Fixed Assets Reporting](https://docs.restaurant365.com/docs/fixed-assets-reporting.md): Three Fixed Assets reports: Depreciation Posting Report, Asset Value Report, and Asset Listing for tracking and auditing.
- [Asset Tag Printout](https://docs.restaurant365.com/docs/fixed-asset-tag-printout.md): Generate and print asset tag labels from R365 Fixed Assets for physical tracking with asset ID and description.
- [Adjusting the Acquisition Cost of an Asset](https://docs.restaurant365.com/docs/adjusting-acquisition-cost.md): Adjust acquisition cost of a fixed asset in R365 to recalculate the depreciation schedule going forward.
- [Fixed Assets FAQ](https://docs.restaurant365.com/docs/fixed-assets-faq.md): Fixed Assets FAQ: split an invoice to allocate amounts to individual asset records and other common setup questions.
- [Delete a Fixed Asset](https://docs.restaurant365.com/docs/delete-a-fixed-asset.md): Delete a fixed asset in R365 before it is fully activated using the Edit menu on the Assets listing page.
- [Franchising](https://docs.restaurant365.com/docs/franchising-category.md)
- [Franchising Overview](https://docs.restaurant365.com/docs/franchising.md): Franchising module overview: manage franchisees, locations, daily sales, reviews, fees, and automated billing in R365.
- [Franchisee Setup](https://docs.restaurant365.com/docs/franchisee-setup.md): Create and configure a franchisee record in R365 with billing options: per-store, single invoice, or summary billing.
- [Franchisee Location Record](https://docs.restaurant365.com/docs/franchisee-location.md): Franchisee location record: contact info, billing setup, fee assignments, and configuration tabs for each store.
- [Franchisee Billing Process](https://docs.restaurant365.com/docs/franchisee-billing-process.md): Automated franchisee billing generates AR invoices for fees in a date range. Set up billing rules and run the billing process.
- [Franchisee Daily Sales](https://docs.restaurant365.com/docs/franchisee-daily-sales.md): Review, create, and import daily sales records for franchisee locations with POS polling and manual entry options.
- [AP Invoices for Franchises](https://docs.restaurant365.com/docs/franchising-ap-invoices.md): Franchisors record and pay AP invoices on behalf of franchisees using the Franchising toggle to route the expense correctly.
- [General Ledger](https://docs.restaurant365.com/docs/general-ledger.md)
- [Budgets](https://docs.restaurant365.com/docs/budgets-category.md)
- [Budgets Overview](https://docs.restaurant365.com/docs/budgets.md): Overview of the R365 Budgets module: create P&L and balance sheet budgets from prior year actuals or blank templates with permissions.
- [Advanced Budgeting Page](https://docs.restaurant365.com/docs/budgets-page.md): Reference for every field on the Advanced Budgeting page: location, calendar type, lock toggle, import, Budget By period/week, and table.
- [Budget Parameters](https://docs.restaurant365.com/docs/budget-parameters.md): All R365 budget configuration parameters: year, locations, Budget By, calendar type, account type, name, Reporting Budget, and Start With.
- [Create a New Budget](https://docs.restaurant365.com/docs/creating-a-new-budget.md): Create a budget in R365 from prior year actuals, a copied budget, or blank using the Budget Parameters screen or Excel import.
- [Account Details Screen](https://docs.restaurant365.com/docs/account-details-page.md): Update GL account budget amounts by period or location, set calculation method (amount or %), and apply percentage increases in bulk.
- [Completing and Updating Budgets](https://docs.restaurant365.com/docs/completing-and-updating-budgets.md): Finalize and update budgets in R365: set Budget As (amount or %), lock/unlock budgets, and use mass update functions to adjust values.
- [Troubleshooting Budget Import Issues](https://docs.restaurant365.com/docs/troubleshooting-budget-import-issues.md): Fix R365 budget import failures: blank screens from Excel errors, $0 values from missing calendar years, and unwanted % increases.
- [DSS Journal Entries](https://docs.restaurant365.com/docs/dss-journal-entries.md): Learn how to manage Daily Sales Summary (DSS) Journal Entries, including updates, approvals, and attachments for effective accounting integration.
- [DSS Statistical Journal Entry](https://docs.restaurant365.com/docs/dss-statistical-journal-entry.md): R365 auto-creates a daily Statistical Journal Entry from DSS data for POS-integrated locations, capturing Guest Count and Transaction Count.
- [Balancing Journal Entries](https://docs.restaurant365.com/docs/balancing-journal-entries.md): Enable the Balancing Account to auto-correct out-of-balance DSS journal entries. Identify adjustments with the DSS Validation Report.
- [Recreate a DSS Journal Entry](https://docs.restaurant365.com/docs/recreate-a-dss-journal-entry.md): Fix DSS journal entries with duplicate lines or missing updates: recreate individually via Action menu or mass recreate from the DSS list.
- [GL Accounts](https://docs.restaurant365.com/docs/gl-accounts.md)
- [Add a New GL Account](https://docs.restaurant365.com/docs/add-a-new-gl-account.md): Create a GL account in R365: set name, number, parent, GL Type, Operational Report Category, bank settings, Report Settings, and Budget Defaults.
- [GL Account Record](https://docs.restaurant365.com/docs/gl-account-record.md): Field reference for the GL Account record: name, number, GL Type, parent, Operational Category, stat/bank flags, Disable Entry, and all tabs.
- [Parent Accounts and Child Accounts](https://docs.restaurant365.com/docs/parent-accounts-child-accounts.md): Assign a Parent Account to GL accounts for hierarchical subtotaling on reports. R365 supports up to four levels of parent/child nesting.
- [Restrict Access on GL Accounts](https://docs.restaurant365.com/docs/gl-accounts-restrict-access.md): Restrict GL account access with Usage restrictions (limits DSS and Paid Outs) or Control Account to prevent manual journal entries.
- [Disable Entry on GL Accounts](https://docs.restaurant365.com/docs/gl-accounts-disable-entry.md): Mark a GL account as subtotal-only using Disable Entry to prevent it from appearing in transaction selectors. Balance comes from child accounts.
- [Operational Reports Categories on GL Accounts](https://docs.restaurant365.com/docs/operational-reports-categories.md): Assign Operational Reports Categories to P&L GL accounts to control how Sales, COGS, and Labor appear in Stock Usage, COGS, and Labor reports.
- [Location Security on GL Accounts](https://docs.restaurant365.com/docs/gl-accounts-location-security.md): Restrict a GL account to specific locations so it only appears in transaction selectors for whitelisted locations or reporting categories.
- [Inactivate or Delete GL Accounts](https://docs.restaurant365.com/docs/delete-gl-accounts.md): Inactivate GL accounts with no transactions by renaming with 'DO NOT USE' and enabling Subtotal-Disable Entry, Restricted Access, and Control Account.
- [Report Settings on GL Accounts](https://docs.restaurant365.com/docs/gl-accounts-report-settings.md): Configure Report Settings on GL accounts: Show Running Total, Percent Of, and Cash Flow Category for balance sheet accounts in reports.
- [Budget Defaults on GL Accounts](https://docs.restaurant365.com/docs/gl-accounts-budget-defaults.md): Set a default budget amount or percentage on a GL account to pre-populate Set All to Same when creating budgets. Supports four Budget As options.
- [Statistical Accounts](https://docs.restaurant365.com/docs/gl-accounts-statistical-accounts.md): Track operational data like guest count and labor hours with statistical GL accounts. Configure Stat Account Type and Better/Worse Direction.
- [GL Types](https://docs.restaurant365.com/docs/gl-types.md): GL Types classify accounts (Asset, Liability, Equity, Sales, COGS, Expense) for Balance Sheet and P&L. Configure sort order, totals, Percent Of.
- [Create a GL Type](https://docs.restaurant365.com/docs/create-gl-type.md): Create a custom GL Type in R365: name it, assign to Balance Sheet or P&L, select accounting type, set sort order, and enable Percent Of optionally.
- [Entering Statistical Account Data](https://docs.restaurant365.com/docs/entering-statistical-account-data.md): Import data into statistical GL accounts using the Journal Entry Import Tool. Statistical accounts accept one-sided entries in any period.
- [Default Statistical Accounts](https://docs.restaurant365.com/docs/default-statistical-accounts.md): R365 auto-creates two statistical accounts: Guest Count (99999-01) and Transaction Count (99999-02) for operational reporting. Learn editable fields.
- [GL Allocation Templates](https://docs.restaurant365.com/docs/gl-allocation-templates.md)
- [GL Allocation Templates Overview & Security](https://docs.restaurant365.com/docs/gl-allocation-templates-overview-security.md): GL Allocation Templates split one GL account's balance across destination accounts by percentage. Overview of the page, columns, and permissions.
- [GL Allocation Templates: Create and Edit a Template](https://docs.restaurant365.com/docs/gl-allocation-templates-create-and-edit-a-template.md): Build or edit a GL Allocation Template: name, location, source account, destination accounts with percentages, and comment. Covers duplicate/delete.
- [Use a GL Allocation Template](https://docs.restaurant365.com/docs/gl-allocation-templates-use-a-template.md): Apply a GL Allocation Template in a journal entry using 'Use GL Allocation' to auto-fill detail lines with source and destination percentages.
- [GL Allocation Templates: Allocation Calculator](https://docs.restaurant365.com/docs/gl-allocation-templates-allocation-calculator.md): The Allocation Calculator previews how the source GL account balance is debited and credits are distributed to each destination account by percentage.
- [GL Allocation Templates: Mark as '(In)Active'](https://docs.restaurant365.com/docs/gl-allocation-templates-mark-as-inactive.md): Change a GL Allocation Template between Active and Inactive from the listing using Edit Selected or from the template sidesheet Status dropdown.
- [Preset Allocations ](https://docs.restaurant365.com/docs/preset-allocations-1.md)
- [Preset Allocations Overview](https://docs.restaurant365.com/docs/preset-allocations-overview-security.md): Preset Allocations split transaction amounts across GL accounts by percentage for AP Invoices or journal entries. Overview of page and permissions.
- [Enable Preset Allocations](https://docs.restaurant365.com/docs/enable-preset-allocations.md): Enable Preset Allocations for AP Invoices and journal entries via Settings. Requires the 'Enable Preset Allocations' permission; settings auto-save.
- [Preset Allocations: Create and Edit an Allocation](https://docs.restaurant365.com/docs/preset-allocations-create-and-edit-an-allocation.md): Create or edit a Preset Allocation: define destination GL accounts, locations, percentages up to 100%, and comments. Save & Close or Save & Activate.
- [Use a Preset Allocation](https://docs.restaurant365.com/docs/preset-allocations-use-an-allocation.md): Apply a Preset Allocation from AP Invoice or journal entry lines to distribute an entered amount to predefined GL accounts by percentage.
- [Mark a Preset Allocation Active or Inactive](https://docs.restaurant365.com/docs/preset-allocations-mark-as-inactive.md): Set a Preset Allocation Active or Inactive in bulk via Edit Selected on the list page, or individually from the allocation sidesheet Status dropdown.
- [Journal Entries](https://docs.restaurant365.com/docs/journal-entries.md)
- [Journal Entry Overview](https://docs.restaurant365.com/docs/journal-entry-overview.md): Overview of R365 journal entries: manual creation, import, system-generated entries, available actions, permissions, and allocation integrations.
- [Journal Entry Record](https://docs.restaurant365.com/docs/journal-entry-record.md): Field reference for the R365 journal entry record: General Information tab, Detail lines, Statistical tab, Attachments tab, and Activity Feed.
- [Create a Journal Entry](https://docs.restaurant365.com/docs/new-journal-entry.md): Manually create a journal entry in R365: enter header fields, add GL account detail lines with debits/credits, then save or approve the entry.
- [Journal Entry Type](https://docs.restaurant365.com/docs/journal-entry-type.md): R365 journal entry types — Standard, Amortization, Adjustment, Beginning Balance, and Payroll — and where each type appears in list views.
- [Create a Memorized Journal Entry](https://docs.restaurant365.com/docs/creating-a-memorized-journal-entry.md): Create a memorized journal entry in R365 as a reusable or auto-posting recurring template on a weekly, monthly, or custom schedule.
- [Reverse a Journal Entry](https://docs.restaurant365.com/docs/reversal-journal-entry.md): Create a reversing journal entry in R365 via the Action menu. Choose Start/End of Next Period, Custom, or None as the reversal date type.
- [Import Journal Entries](https://docs.restaurant365.com/docs/importing-journal-entries.md): Import standard or payroll journal entries via CSV: select template, fill fields, set import parameters, and troubleshoot common import errors.
- [Journal Entry Import Templates](https://docs.restaurant365.com/docs/journal-entry-import-templates.md): Download R365 CSV import templates for standard and payroll journal entries. Supported payroll providers: Paychex, ADP Workforce, and Big Fish.
- [Spread a Transaction](https://docs.restaurant365.com/docs/transaction-spreading.md): Spread a journal entry across multiple future periods at a defined cadence using the transaction spreading feature in R365.
- [Journal Entry Update 2026](https://docs.restaurant365.com/docs/journal-entry-update-2025.md): 2026 journal entry UI changes: updated action menu, Statistical tab, Attachments tab with split-view preview, Activity Feed, and collapsible header.
- [Payroll Journal Entries](https://docs.restaurant365.com/docs/payroll-journal-entries.md)
- [Payroll Journal Entry Overview](https://docs.restaurant365.com/docs/payroll-journal-entry-overview.md): Payroll JEs in R365: how DSS labor accruals are created, how actual payroll JEs replace estimates, liability tracking, and the clearing process.
- [Approve a Payroll Journal Entry](https://docs.restaurant365.com/docs/approve-a-payroll-journal-entry.md): Approve a payroll JE to finalize labor clearing. Covers prerequisites, Payroll Estimate Clearing tab, Distribution variances, and job title mapping.
- [Payroll Journal Entry Record](https://docs.restaurant365.com/docs/payroll-journal-entry-record.md): Payroll JE record reference: Details tab (actual labor), Distribution tab (variances), Payroll Estimate Clearing tab, pay period dates, and headers.
- [Create a Payroll Journal Entry](https://docs.restaurant365.com/docs/create-a-payroll-journal-entry.md): Manually create a payroll journal entry in R365: enter pay period dates, add wages, taxes, and deductions as line items, then save or approve.
- [Import a Payroll Journal Entry](https://docs.restaurant365.com/docs/import-a-payroll-journal-entry.md): Import payroll data using the Payroll JE Import Template CSV: required fields, payroll start/end dates, and the Import Journal Entry page steps.
- [Estimated and Actual Payroll Journal Entries](https://docs.restaurant365.com/docs/est-act-payroll-journal-entries.md): DSS labor JEs estimate payroll costs from POS data; actual payroll JEs clear those estimates. Covers Distribution and Payroll Estimate Clearing tabs.
- [Payroll Liability](https://docs.restaurant365.com/docs/payroll-liability.md): The Accrued Payroll Account tracks daily labor accruals from DSS. Accruals reverse when a payroll JE posts, netting the GL account to zero.
- [Unapprove a DSS after Running Payroll](https://docs.restaurant365.com/docs/unapprove-a-dss-after-running-payroll.md): Fix uncleared payroll accruals: unapprove the payroll JE, then unapprove and repoll the DSS. Uses Distribution tab and GL Account Detail report.
- [Gross Sales vs Net Sales](https://docs.restaurant365.com/docs/gross-sales-vs-net-sales.md): R365 non-P&L reports show Net Sales by default. Show gross sales instead by reclassifying Discounts & Comps accounts to a different GL Type.
- [Transactions](https://docs.restaurant365.com/docs/transactions.md)
- [Approve a Transaction](https://docs.restaurant365.com/docs/approve-a-transaction.md): Approve R365 transactions across accounting and inventory types: approve menu actions, GL posting, inventory impact, and permissions by type.
- [Unapprove a Transaction](https://docs.restaurant365.com/docs/unapprove-a-transaction.md): Unapprove an approved transaction in R365: required permissions, step-by-step process, and handling transactions in closed fiscal periods.
- [Searching Transactions](https://docs.restaurant365.com/docs/searching-transactions.md): Find transactions in R365 using the All Transactions list: filter by amount, date, location, or GL account, then export results to Excel.
- [Intercompany Transactions](https://docs.restaurant365.com/docs/intercompany-transactions.md): R365 auto-creates Due To/Due From entries for multi-Legal Entity transactions. Two setup methods for intercompany accounts on the Legal Entity record.
- [Determine if a Transaction is in a Closed Fiscal Period](https://docs.restaurant365.com/docs/deterime-if-a-transaction-is-in-a-closed-fiscal-period.md): Identify if a transaction's GL date falls in a closed fiscal period using All Transactions and Legal Entity records for Advanced or standard close.
- [Unapprove Button Disappeared](https://docs.restaurant365.com/docs/unapprove-button-disappeared.md): Missing Unapprove button means the transaction is in a closed fiscal period. Reopen the period to restore the Unapprove option.
- [Edit an Approved Transaction](https://docs.restaurant365.com/docs/edit-an-approved-transaction.md): Edit the detail grid of an approved AP Invoice, AP Credit Memo, AR Transaction, JE, or Inventory Count using Edit and Edit Complete in R365.
- [Delete a Transaction](https://docs.restaurant365.com/docs/delete-a-transaction.md): Delete a transaction in R365: requirements (open period, no applied payments, unapproved), steps, and how to unapply AP payments or credit memos.
- [Reasons to Unapprove a Transaction](https://docs.restaurant365.com/docs/reasons-to-unapprove-a-transaction.md): Common reasons to unapprove transactions: AP Invoices (missing mappings), Journal Entries (user error), and DSS (bad data, payroll mismatch).
- [Complete a Transaction](https://docs.restaurant365.com/docs/complete-a-transaction.md): The Complete step for AP Invoices, Counts, Transfers, and Waste Logs differs from Approve. Learn required permissions by inventory transaction type.
- [Inventory](https://docs.restaurant365.com/docs/inventory-app.md)
- [Usage Per 1000](https://docs.restaurant365.com/docs/usage-per-1000.md): Usage Per 1000 normalizes item consumption per 1000 guest covers, enabling cross-location comparisons to identify waste or portion variance.
- [Commissary](https://docs.restaurant365.com/docs/commissary-category.md)
- [Commissary Overview](https://docs.restaurant365.com/docs/commissary.md): Introduction to the R365 Commissary module: order flow from setup to fulfillment, Catalog, Order Guides, Ordering Locations, and navigation.
- [Commissary Customer Portal](https://docs.restaurant365.com/docs/commissary-customer-portal.md): 3rd-party customers place commissary orders via the Customer Portal; orders appear in Mass Fulfillment alongside internal ordering location orders.
- [Catalog](https://docs.restaurant365.com/docs/catalog.md)
- [Catalog Page](https://docs.restaurant365.com/docs/commissary-catalog-page.md): Manage commissary items on the Catalog page: quick-add items, edit inline, and toggle availability for order guides.
- [Add and Manage Commissary Items](https://docs.restaurant365.com/docs/new-commissary-catalog-add-and-manage-items.md): Add items to the Commissary Catalog: set pricing, link to purchased items or recipes, assign categories, and manage UofM and availability status.
- [Commissary Order Guides](https://docs.restaurant365.com/docs/new-commissary-order-guides.md): Create and manage commissary order guide templates that define available items for ordering locations, with delivery schedules and cutoff alerts.
- [Ordering Locations](https://docs.restaurant365.com/docs/ordering-locations.md)
- [Ordering Locations Page](https://docs.restaurant365.com/docs/new-commissary-ordering-locations-page.md): The Ordering Locations list shows all restaurant locations configured to order from a commissary, with delivery days, cutoff times, and alert fields.
- [Ordering Location Record](https://docs.restaurant365.com/docs/new-commissary-ordering-location-form.md): Ordering Location record fields: assigned commissary, delivery schedule, order guide assignments, cutoff time, and notification settings for alerts.
- [Commissary Orders](https://docs.restaurant365.com/docs/commissary-orders.md)
- [Commissary Orders Page](https://docs.restaurant365.com/docs/commissary-orders-page.md): Navigate the Commissary Orders list page: use Create, View Actions, and Edit Selected buttons; sort and filter all commissary order records.
- [Commissary Orders](https://docs.restaurant365.com/docs/commissary-commissary-orders.md): Commissary Orders record: order lifecycle (Draft, Submitted, Fulfilled), form fields, ordering locations, and fulfillment transaction creation.
- [Auto-Generated Commissary Orders](https://docs.restaurant365.com/docs/new-commissary-auto-generated-orders.md): Configure auto-generated commissary orders for Ordering Locations: set delivery days before cutoff, assign alert recipients, and notification times.
- [Fulfilled Transactions](https://docs.restaurant365.com/docs/fulfilled-transactions.md): View all commissary fulfillment transactions from the Fulfilled Transactions list. Filter, sort, export to CSV, or print reports for selections.
- [Mass Fulfillment](https://docs.restaurant365.com/docs/commissary-mass-fulfillment.md): Use Mass Fulfillment to review orders, lock them, print production lists and packing slips, update quantities, and create fulfillment transactions.
- [Commissary AR Invoices](https://docs.restaurant365.com/docs/commissary-ar-invoices.md): View all AR Invoices generated by 3rd-party customers through the Commissary Customer Portal, with filtering, export, and view customization options.
- [Classic Commissary](https://docs.restaurant365.com/docs/classic-commissary-category.md)
- [Classic Commissary Page](https://docs.restaurant365.com/docs/classic-commissary.md): Overview of the Classic Commissary module page: navigation, page-level features, and links to item, order, and fulfillment setup topics.
- [Classic Commissary Item Setup](https://docs.restaurant365.com/docs/classic-commissary-item-setup.md): Mark a Purchased Item as a Commissary Item: enable the checkbox, then complete the Sales tab with selling UofM, sales account, and price type.
- [Classic Fulfillment Transaction](https://docs.restaurant365.com/docs/commissary-fulfillment-transaction.md): Classic Commissary fulfillment transaction: Details tab (items, qty, price) and Distribution tab (location cost, sales, intercompany entries).
- [Inventory](https://docs.restaurant365.com/docs/inventory.md)
- [Inventory Counts](https://docs.restaurant365.com/docs/counts.md)
- [Inventory Counts Overview & Security](https://docs.restaurant365.com/docs/inventory-counts-overview-security.md): Overview of Inventory Counts including statuses, permissions, navigation, and links to create, enter, and review workflows.
- [Beginning Balances Inventory Count](https://docs.restaurant365.com/docs/beginning-balances-inventory-count.md): Establish accurate starting inventory on R365 go-live by zeroing GL balances with a journal entry then approving the first count.
- [What items are being counted on my Inventory Count Templates?](https://docs.restaurant365.com/docs/what-items-are-being-counted-on-my-inventory-count-templates.md): Identify items missing from Inventory Count Templates using Excel VLOOKUP to compare item exports and count sheet exports.
- [Inventory Counts: Create and Edit an Inventory Template](https://docs.restaurant365.com/docs/inventory-counts-create-and-edit-an-inventory-template.md): Create and manage Inventory Count Templates including storage locations, items, GL posting, schedule, and copying to locations.
- [Create and Enter an Inventory Count](https://docs.restaurant365.com/docs/inventory-counts-create-and-enter-an-inventory-count.md): Create and enter an inventory count from start to finish, including storage locations, item quantities, alerts, and review.
- [Inventory Counts: Add New Items](https://docs.restaurant365.com/docs/inventory-counts-add-new-items.md): Handle the New Items Available alert by adding or dismissing new purchased items on inventory counts and templates.
- [Review and Approve an Inventory Count](https://docs.restaurant365.com/docs/inventory-counts-review-and-approve-an-inventory-count.md): Review and approve inventory counts including Item Details, Variance Review, and Distribution tabs with required permissions.
- [Inventory Counts: Print Count Review Report](https://docs.restaurant365.com/docs/inventory-counts-print-count-review-report.md): Print the Count Review PDF from an approved inventory count showing totals by Inventory Account, Cost Account, and storage location.
- [Inventory Counts: Copying an Existing Inventory Template](https://docs.restaurant365.com/docs/inventory-counts-copying-an-existing-inventory-template.md): Copy an existing Inventory Count Template to other locations by selecting the template and choosing target locations.
- [Inventory Counts: Using Multiple Count U of Ms](https://docs.restaurant365.com/docs/inventory-counts-using-multiple-count-u-of-ms.md): Configure up to 3 Count Units of Measure on purchased items or recipes for multi-unit inventory counting on web and mobile.
- [Inventory Count Variance Review](https://docs.restaurant365.com/docs/inventory-count-variances.md): Review count variances before approving using the Variance Review tab. Toggle between QTY and dollar views to resolve discrepancies.
- [Generate an Inventory Count Using Theo on Hand](https://docs.restaurant365.com/docs/generate-an-inventory-count-using-theo-on-hand.md): Auto-populate an inventory count using Theoretical on Hand quantities with the Generate Qty button to save time between counts.
- [Validate an Inventory Count](https://docs.restaurant365.com/docs/validate-an-inventory-count.md): Validate inventory count accuracy by comparing count totals to GL account balances on the Balance Sheet before approving.
- [Deplete Items From Inventory](https://docs.restaurant365.com/docs/deplete-items-from-inventory.md): Zero out a discontinued or depleted item on the balance sheet by removing it from the template and creating a new count.
- [Delete an Inventory Count](https://docs.restaurant365.com/docs/delete-an-inventory-count.md): Delete an In Progress inventory count. Completed counts must be unlocked and Approved counts unapproved before deletion.
- [Barcode Scanning](https://docs.restaurant365.com/docs/barcode-scanning.md)
- [Barcode Scanning: Printing Barcodes](https://docs.restaurant365.com/docs/barcode-scanning-printing-barcodes.md): Print barcode labels from the Items grid, an open inventory count, or an inventory template as Avery 6870-compatible PDFs.
- [Barcode Scanning: Viewing Barcodes](https://docs.restaurant365.com/docs/barcode-scanning-viewing-barcodes.md): Find barcodes in R365 via the Items Grid, Recipes Grid, or Purchased Item Record Settings tab and manage them in one list.
- [Barcode Scanning: Adding and Deleting Barcodes](https://docs.restaurant365.com/docs/barcode-scanning-adding-and-deleting-barcodes.md): Add custom barcodes to purchased items and recipes, or delete them. The R365-assigned barcode cannot be deleted.
- [Barcode Scanning: Importing Barcodes](https://docs.restaurant365.com/docs/barcode-scanning-importing-barcodes.md): Bulk-import barcodes for purchased items and recipes using the Import Tool by mapping barcode columns from an item export.
- [Third-Party Inventory Counts](https://docs.restaurant365.com/docs/third-party-inventory-counts.md)
- [Accubar Count Imports](https://docs.restaurant365.com/docs/accubar-count-imports.md): Import Accubar beverage inventory into R365 by mapping alt_id to item numbers and cleaning the export CSV before import.
- [Bar-i Count Import](https://docs.restaurant365.com/docs/bar-i-count-import.md): Import Bar-i liquor inventory count data into R365 by mapping Bar-i items to purchased items using item numbers.
- [Partender Inventory Counts](https://docs.restaurant365.com/docs/partender-inventory-counts.md): Import Partender inventory count data into R365 by exporting from Partender, mapping items, and uploading the count file.
- [Troubleshoot a Missing Inventory Count](https://docs.restaurant365.com/docs/inventory-counts-disappeared.md): Recover a missing inventory count caused by accidental bulk delete by requesting a data restore from R365 Support.
- [Resume Inventory Counts](https://docs.restaurant365.com/docs/what-do-i-do-if-i-skipped-inventory-counts.md): Resume inventory after a skipped EOM count by re-entering the last count or starting fresh, which may inflate COGS.
- [Inventory Templates](https://docs.restaurant365.com/docs/inventory-templates.md)
- [Restore a Deleted Inventory Template](https://docs.restaurant365.com/docs/restore-a-deleted-inventory-template.md): Restore a deleted inventory count template by filtering for deleted templates and selecting Restore from the context menu.
- [Inventory Master Template](https://docs.restaurant365.com/docs/inventory-master-template.md): Bulk-import purchased items, units of measure, and vendor items using the five-part Inventory Master Template Excel file.
- [Shelf to Sheet Inventory](https://docs.restaurant365.com/docs/shelf-to-sheet-inventory.md): Organize inventory templates to match physical shelf order using drag-and-drop to reduce count time and improve accuracy.
- [Donations](https://docs.restaurant365.com/docs/donations.md)
- [Donations Overview and Security](https://docs.restaurant365.com/docs/donations-overview-and-security.md): Track and debit donated food items using Donations. Covers page layout, Templates, Reason Types, and required permissions.
- [Entries](https://docs.restaurant365.com/docs/entries.md)
- [Donations: Creating a Donation Log](https://docs.restaurant365.com/docs/donations-creating-a-donation-log.md): Create a donation log by adding items, applying templates, and approving. Items need a Donation Account assigned first.
- [Donations: Donation Reason Types](https://docs.restaurant365.com/docs/donations-donation-reason-types.md): Create, edit, activate, deactivate, and delete donation reason types for tracking why items were donated.
- [Donation Templates](https://docs.restaurant365.com/docs/donation-templates.md)
- [Donations: Donation Templates](https://docs.restaurant365.com/docs/donations-donation-templates.md): Create donation templates to speed up recurring donation entries. Templates are location-specific and support bulk item adds.
- [New Inventory: Spot Counts and Count Schedules - Coming Soon](https://docs.restaurant365.com/docs/inventory-counts.md)
- [Spot Counts and Scheduled Counts - Coming Soon](https://docs.restaurant365.com/docs/count-schedules-coming-soon.md): Preview of upcoming spot counts (multiple per day) and scheduled counts (auto-populated weekly or period-based templates).
- [Inventory Counts](https://docs.restaurant365.com/docs/new-inventory-counts-overview.md): Overview of Inventory Counts including count list, permissions, navigation, templates, scheduled counts, and approval workflows.
- [Create and Enter an Inventory Count](https://docs.restaurant365.com/docs/create-and-enter-inventory-count.md): Create a new inventory count, select a template and location, enter item quantities by storage group, and submit for review.
- [Inventory Count Sheet Details](https://docs.restaurant365.com/docs/inventory-count-sheet-details.md): Reference for inventory count sheet fields, storage location groupings, item entry columns, and actions during quantity entry.
- [Review and Approve an Inventory Count](https://docs.restaurant365.com/docs/review-and-approve-an-inventory-count-1.md): Review and approve a submitted inventory count to finalize it for GL posting with the required permissions.
- [Inventory Count Variance Review](https://docs.restaurant365.com/docs/inventory-count-variance-review.md)
- [Inventory Templates](https://docs.restaurant365.com/docs/inventory-count-templates.md)
- [Storage Locations](https://docs.restaurant365.com/docs/storage-locations-1.md)
- [Storage Locations](https://docs.restaurant365.com/docs/storage-locations-2.md)
- [Set Up Storage Locations](https://docs.restaurant365.com/docs/set-up-storage-locations-1.md)
- [Manage Storage Locations](https://docs.restaurant365.com/docs/manage-storage-locations.md)
- [Import Storage Locations](https://docs.restaurant365.com/docs/import-storage-locations-1.md)
- [Assign Unassigned Items to a Storage Location](https://docs.restaurant365.com/docs/assign-unassigned-items-to-a-storage-location-1.md)
- [New Inventory Templates](https://docs.restaurant365.com/docs/inventory-count-template.md): Overview of inventory count templates in the new Inventory module, including template types and links to create and edit workflows.
- [Inventory Count Settings Page](https://docs.restaurant365.com/docs/inventory-count-settings-page.md): Reference for the Inventory Count Settings page listing all templates with name, locations, item count, schedule type, and GL status.
- [Create and Edit an Inventory Template](https://docs.restaurant365.com/docs/create-an-inventory-count-template.md): Create and edit inventory count templates by setting name, locations, GL posting, schedule, and adding items by storage location.
- [Scheduled Counts](https://docs.restaurant365.com/docs/scheduled-inventory-templates.md): Scheduled inventory templates auto-populate on their designated day. On-demand templates support multiple spot counts per day.
- [Inventory Transactions](https://docs.restaurant365.com/docs/inventory-transactions.md): View and manage all Waste Logs and Prep Logs on the Inventory Transactions page. Filter, sort, approve, unapprove, delete, and print.
- [Transfers](https://docs.restaurant365.com/docs/transfers.md)
- [Item Transfers Overview & Security](https://docs.restaurant365.com/docs/item-transfers-overview-security.md): Overview of Item Transfers including the transfer workflow, location visibility rules, security permissions, and creation links.
- [Item Transfers](https://docs.restaurant365.com/docs/item-transfers.md)
- [Item Transfer Form](https://docs.restaurant365.com/docs/item-transfer-form.md): Field-by-field reference for the Item Transfer form including template, locations, item grid, bulk add, comments, and status.
- [Item Transfers: Create a Transfer](https://docs.restaurant365.com/docs/item-transfers-create-a-transfer.md): Step-by-step guide to creating an item transfer in R365, including adding items individually or in bulk and sending the form.
- [Item Transfers: Canceled or Rejected Transfers](https://docs.restaurant365.com/docs/item-transfers-canceled-or-rejected-transfers.md): Cancel a sent transfer or reject a received transfer. Rejected transfers require a comment and can be corrected and re-sent.
- [Item Transfers: Transfer Status and Workflow](https://docs.restaurant365.com/docs/item-transfers-transfer-status-and-workflow.md): Explains item transfer statuses (In Progress, Pending, Completed, Approved) and the 4-step workflow for sending and receiving locations.
- [Transfer Templates](https://docs.restaurant365.com/docs/transfer-templates.md)
- [Item Transfers: Create a Transfer Template](https://docs.restaurant365.com/docs/item-transfers-create-a-transfer-template.md): Create reusable item transfer templates for routine transfers by naming, setting locations, adding items, and saving.
- [In-Store Transfers](https://docs.restaurant365.com/docs/in-store-transfers.md)
- [Create an In-Store Transfer](https://docs.restaurant365.com/docs/create-an-in-store-transfer.md): Create an in-store item transfer between cost centers by selecting accounts, adding items with quantities, and submitting for approval.
- [Create an In-Store Transfer Template](https://docs.restaurant365.com/docs/create-an-in-store-transfer-template.md): Create reusable in-store transfer templates for common intra-location transfers to pre-populate items and account details.
- [Review and Approve an In-Store Transfer](https://docs.restaurant365.com/docs/review-and-approve-an-in-store-transfer.md): Approve or reject a submitted in-store transfer. Rejections require a written reason. Resubmit using Re-Submit or void if approved.
- [Void an Approved In-Store Transfer](https://docs.restaurant365.com/docs/void-an-approved-in-store-transfer.md): Void a previously approved in-store transfer using the Void InStore Item Transfer permission to reverse the cost transfer.
- [Waste](https://docs.restaurant365.com/docs/waste.md)
- [Waste Logs Overview & Security](https://docs.restaurant365.com/docs/waste-logs-overview-security.md): Overview of Waste Logs for tracking discarded inventory including list page, permissions, navigation, and workflow links.
- [Waste Logs](https://docs.restaurant365.com/docs/waste-logs.md)
- [Waste Logs: Create and Enter a Waste Log](https://docs.restaurant365.com/docs/waste-logs-create-and-enter-a-waste-log.md): Create a waste log by adding items with quantities and waste reasons, applying a template, and submitting for approval.
- [Waste Logs: Approve a Waste Log](https://docs.restaurant365.com/docs/waste-logs-approve-a-waste-log.md): Approve a completed waste log using the Approve Waste Logs permission to finalize the log and post inventory deductions.
- [Waste Templates](https://docs.restaurant365.com/docs/waste-templates.md)
- [Waste Logs: Create and Edit a Waste Log Template](https://docs.restaurant365.com/docs/waste-logs-create-and-edit-a-waste-log-template.md): Create and edit waste log templates for recurring waste items by naming, assigning a location, and adding items.
- [Waste Logs: Copy a Template to Other Location(s)](https://docs.restaurant365.com/docs/waste-logs-copy-a-template-to-other-locations.md): Copy an existing waste log template to one or more other restaurant locations from the waste log template record.
- [Periodic Inventory](https://docs.restaurant365.com/docs/periodic-inventory.md): R365 uses Periodic Inventory: Beginning + Purchases - Ending calculates usage. Covers the many-to-one ingredient model and variance factors.
- [Invoices](https://docs.restaurant365.com/docs/invoices.md)
- [AP Invoices Overview & Security](https://docs.restaurant365.com/docs/ap-invoices-overview-security.md): View and filter AP invoices in the Inventory app. Covers required permissions, grid columns, and links to invoice workflows.
- [Invoices & Credit Memos](https://docs.restaurant365.com/docs/invoices-credit-memos.md)
- [Link a Purchase Order to an AP Invoice](https://docs.restaurant365.com/docs/ap-invoices-link-purchase-order.md): Link a purchase order to an AP invoice from the invoice sidesheet. Discrepancies appear on the Alerts tab for review.
- [Create an Invoice](https://docs.restaurant365.com/docs/ap-invoices-create-an-invoice.md): Create an AP invoice in the Inventory app by entering info, adding line items, linking POs, and marking it Completed for approval.
- [AP Invoices: Review and Approve Invoices](https://docs.restaurant365.com/docs/ap-invoices-review-and-approve-invoices.md): Review and approve completed AP invoices by resolving PO alerts and clicking Approve. Unapprove to make later edits.
- [AP Invoices and Credit Memos: Split View](https://docs.restaurant365.com/docs/ap-invoices-and-credit-memos-split-view.md): Display an uploaded document alongside an AP invoice or credit memo using Split View for side-by-side data entry.
- [AP Invoices: Alerts and Unlinked Items](https://docs.restaurant365.com/docs/ap-invoices-alerts-and-unlinked-items.md): Resolve AP invoice alerts including threshold violations, unlinked vendor items, and PO discrepancies on price, quantity, or missing items.
- [AP Invoices: Vendor Entry Instructions](https://docs.restaurant365.com/docs/ap-invoices-vendor-entry-instructions.md): Vendor entry instructions set on the vendor record display automatically on AP invoices and credit memos during entry.
- [AP Credit Memos: Review and Approve a Credit Memo](https://docs.restaurant365.com/docs/ap-credit-memos-review-and-approve-a-credit-memo.md): Review and approve completed AP credit memos by resolving unlinked items and clicking Approve to finalize the credit memo.
- [Linking Unlinked Items](https://docs.restaurant365.com/docs/linking-items.md): Resolve unlinked vendor items on AP invoices and credit memos by mapping them to purchased item records before approving.
- [Keg Deposits](https://docs.restaurant365.com/docs/keg-deposits.md): Record keg deposits in R365 by creating a KEG Deposit purchased item and entering kegs received and returned on one invoice.
- [AP Credit Memos Overview & Security](https://docs.restaurant365.com/docs/ap-credit-memos-overview-security.md): Access and filter AP Credit Memos in the Inventory app. Covers permissions, list controls, and links to create and approve workflows.
- [Editing AP Transactions from the Purchased Item Record](https://docs.restaurant365.com/docs/editing-ap-transactions-from-the-purchased-item-record.md): Edit AP invoices or credit memos from a purchased item's Transactions tab. The Reflected Total must match the Invoiced Total.
- [Create a Credit Memo](https://docs.restaurant365.com/docs/ap-credit-memos-create-a-credit-memo.md): Create an AP credit memo in the Inventory app by entering general info, adding line items, and marking it Completed for approval.
- [Manage Overhead Costs](https://docs.restaurant365.com/docs/manage-overhead-costs.md): Enter an overhead amount on an AP invoice to distribute costs proportionally across all line items using the Adjust button.
- [Invoice Templates](https://docs.restaurant365.com/docs/invoice-templates.md)
- [AP Invoice Templates](https://docs.restaurant365.com/docs/ap-invoice-templates.md): Save standard invoice details as reusable AP invoice templates to create recurring invoices more efficiently in the Inventory app.
- [Items](https://docs.restaurant365.com/docs/items.md)
- [Items Overview & Security](https://docs.restaurant365.com/docs/smart-ops-items-overview-security.md): Overview of purchased items in R365 Inventory including the Items page grid, permissions, location groups, and creating new records.
- [Purchased Items](https://docs.restaurant365.com/docs/purchased-items.md)
- [Items Grid](https://docs.restaurant365.com/docs/items-grid.md): Reference for the Items grid listing all purchased item records with columns, filtering, sorting, and item setup verification.
- [Purchased Item Record](https://docs.restaurant365.com/docs/purchased-item-record.md)
- [Purchased Item Record: Overview & Security](https://docs.restaurant365.com/docs/purchased-item-record-overview-security.md): Overview of the purchased item record including tabs, required permissions, navigation, and how records support inventory costing.
- [Purchased Item Record: Settings Tab](https://docs.restaurant365.com/docs/purchased-item-record-settings-tab.md): Configure active status, category assignments, and location group settings on the purchased item record's Settings tab.
- [Purchased Item Record: Item Cost Tab](https://docs.restaurant365.com/docs/purchased-item-record-item-cost-tab.md): Configure the cost update method and view inventory cost details on the Item Cost tab of a purchased item record.
- [Purchased Item Record: Templates Tab](https://docs.restaurant365.com/docs/purchased-item-record-templates-tab.md): View all inventory count templates that include a purchased item and navigate directly to a template from the Templates tab.
- [Purchased Item Record: Recipes Tab](https://docs.restaurant365.com/docs/purchased-item-record-recipes-tab.md): View all recipes that use a purchased item as an ingredient, including quantity, UofM, yield percentage, and instructions.
- [Purchased Item Record: Transactions Tab](https://docs.restaurant365.com/docs/purchased-item-record-transactions-tab.md): View all transactions for a purchased item with a historical cost graph, date and location filters, and cost history details.
- [Purchased Item Record: Vendor Items Tab](https://docs.restaurant365.com/docs/purchased-item-record-vendor-items-tab.md): View all vendor items mapped to a purchased item including vendor, UofM, split UofM, and Primary Vendor designation.
- [Verify Item Setup](https://docs.restaurant365.com/docs/verify-item-setup.md): Verify Item Setup refreshes all purchased item records, applies UofM changes, and recalculates costs from the Items page.
- [Adding a New Purchased Item](https://docs.restaurant365.com/docs/adding-a-new-purchased-item.md): Create a new purchased item record with required fields including name, category, units of measure, accounts, and cost method.
- [Purchased Item Records: Best Practices](https://docs.restaurant365.com/docs/purchased-item-records-best-practices.md): Follow naming best practices for purchased items using all-caps category prefixes and avoiding pack sizes and special characters.
- [Purchased Item Record: Cost Update Method](https://docs.restaurant365.com/docs/purchased-item-record-cost-update-method.md): Set the inventory cost update method on purchased items: Weighted Average (Last Count or Last 3), Last Received, or Manual.
- [Import a New Purchased Item](https://docs.restaurant365.com/docs/importing-a-new-purchased-item.md): Import purchased items into R365 by downloading the import template, mapping required fields, and uploading to bulk-create records.
- [Vendor Items](https://docs.restaurant365.com/docs/vendor-items.md)
- [Classic Vendor Items](https://docs.restaurant365.com/docs/classic-vendor-items.md)
- [Classic Vendor Item Page](https://docs.restaurant365.com/docs/classic-vendor-item-page.md): Navigate the classic vendor items list page to create vendor items, filter by linked status, and use grid export actions.
- [Classic Vendor Item Record](https://docs.restaurant365.com/docs/classic-vendor-item-record.md): Reference for all fields on the classic vendor item record including vendor, purchased item link, UofM, price, and ordering details.
- [Vendor Items Grid](https://docs.restaurant365.com/docs/new-vendor-items-grid.md): View, edit, link, and create vendor item records from the Vendor Items tab of the Items page in R365 Inventory.
- [Vendor Item Record](https://docs.restaurant365.com/docs/new-vendor-item-record.md): Reference for all fields on the new vendor item record including General, Ordering, and Pricing sections and security permissions.
- [Vendor Items: Link Items Sidesheet](https://docs.restaurant365.com/docs/vendor-items-link-items-sidesheet.md): Link unlinked vendor items to purchased items using the Link Items sidesheet, or create a new purchased item during linking.
- [Mapping Vendor Items](https://docs.restaurant365.com/docs/vendor-item-mapping.md): Link vendor items to purchased item records in two steps. Covers classic vs. new experiences and mapping from an AP invoice.
- [Tackle Unmapped Vendor Items](https://docs.restaurant365.com/docs/tackle-unmapped-vendor-items.md): Resources and video for addressing unmapped vendor items including reasons to map them and how to use the vendor item record.
- [Relink a Vendor Item](https://docs.restaurant365.com/docs/relink-a-vendor-item.md): Change which purchased item a vendor item is linked to when the original item was set up incorrectly or to fix duplicates.
- [Item Categories](https://docs.restaurant365.com/docs/item-categories-ops.md)
- [Item Category Page](https://docs.restaurant365.com/docs/item-category-grid.md): Navigate the Item Categories list page to create new categories, filter, and export using available page actions.
- [Item Category Acceptable Variance Threshold](https://docs.restaurant365.com/docs/item-category-variance-caps.md): Set cost variance thresholds on item categories so AP invoices trigger alerts when line items exceed the acceptable range.
- [Item Categories](https://docs.restaurant365.com/docs/item-categories.md): Create and configure three-level item category records to group purchased items for reporting and cost tracking hierarchy.
- [Item Locations](https://docs.restaurant365.com/docs/item-locations-1.md)
- [Item Locations](https://docs.restaurant365.com/docs/item-locations.md): View and create item location records from the Item Locations page with column sorting, filtering, and the Create button.
- [Item Location Records](https://docs.restaurant365.com/docs/item-location-records.md): Configure location-specific item settings including inventory UofMs, selling UofM, price type, and sale price on item location records.
- [Items (Classic)](https://docs.restaurant365.com/docs/classic-items.md)
- [Items (Classic)](https://docs.restaurant365.com/docs/items-classic.md): Reference for the classic Items list page with navigation, Verify Item Setup, Create button, column headers, and search filters.
- [Classic Purchased Item Record](https://docs.restaurant365.com/docs/classic-purchased-item-record.md): Reference for all tabs and fields on the classic purchased item record including General, Inventory Cost, Vendor Items, and Locations.
- [Classic: Using Multiple Count UofMs](https://docs.restaurant365.com/docs/classic-using-multiple-count-uofms.md): Configure Count UofM 2 and 3 on classic purchased item and recipe records for multi-unit counting via import or manual update.
- [Classic Purchased Item Record: Adding a New Purchased Item](https://docs.restaurant365.com/docs/classic-purchased-item-record-adding-a-new-purchased-item.md): Create a new purchased item in the classic experience by filling required fields, setting up inventory cost, and linking vendor items.
- [Item Costing](https://docs.restaurant365.com/docs/item-costing.md): How R365 calculates purchased item costs using weighted average, FIFO, or last cost methods flowing from AP invoices.
- [Storage Locations](https://docs.restaurant365.com/docs/storage-locations.md)
- [Storage Locations](https://docs.restaurant365.com/docs/newstorage-locations.md): Overview of the Storage Locations page (beta) for shelf-to-sheet counting, including controls, unassigned group, and security.
- [Set Up Storage Locations](https://docs.restaurant365.com/docs/set-up-storage-locations.md): Manually create a storage location, name it, add items via the Add Items panel, and reorder to match physical storage layout.
- [Manage Storage Locations](https://docs.restaurant365.com/docs/manage-a-storage-location.md): Edit storage locations by renaming, reordering, adding or removing items, and deleting locations. Changes may affect active counts.
- [Import Storage Locations](https://docs.restaurant365.com/docs/import-storage-locations.md): Bulk-add storage locations using the CSV import template with StorageLocation and Item columns via the storage location importer.
- [Assign Unassigned Items to a Storage Location](https://docs.restaurant365.com/docs/assign-unassigned-items-to-a-storage-location.md): Assign items from the Unassigned section to a storage location using drag-and-drop or the Add Items panel.
- [Location Groups in Inventory](https://docs.restaurant365.com/docs/location-groups-in-smart-ops.md): Control which purchased items are visible per location using location groups to limit items to relevant areas in the Inventory app.
- [Vendor Items vs. Purchased Items](https://docs.restaurant365.com/docs/vendor-items-vs-purchased-items.md): Multiple vendor items from different vendors can map to one purchased item. Link vendor items using the Item selector on the vendor item record.
- [Sell Only Items (Merchandise) Sold through the POS with Recipe Costing](https://docs.restaurant365.com/docs/sell-only-items-merchandise-sold-through-the-pos-with-recipe-costing.md): Convert sell-only items to purchased items for POS sales tracking and recipe costing by submitting an R365 Support ticket.
- [Fix Duplicated Purchase Items](https://docs.restaurant365.com/docs/fix-duplicated-purchase-items.md): Consolidate duplicate purchased items by reassigning vendor items and templates to the kept item, then deleting the duplicate.
- [Delete or Deactivate a Purchased Item Record](https://docs.restaurant365.com/docs/delete-deactivate-purchased-item-record.md): Deactivate purchased items used on recipes or transactions. Delete only items with no transactions or vendor item links.
- [Update the Measure Type on an Item Record](https://docs.restaurant365.com/docs/how-do-i-update-the-measure-type-on-an-item-record.md): Change the measure type on a purchased item record when it no longer aligns with how the item is purchased or inventoried.
- [Troubleshooting Item Costing Issues](https://docs.restaurant365.com/docs/item-costing-off.md): Fix item costing issues by running Verify Item Setup and Update Recipe Costs, then checking UofM mappings and location records.
- [Orders](https://docs.restaurant365.com/docs/orders.md)
- [Purchase Orders Overview & Security](https://docs.restaurant365.com/docs/purchase-orders-overview-security.md): Overview of Purchase Orders including the Orders page tabs, PO workflow from creation to submission, and required permissions.
- [Vendor Order Minimums](https://docs.restaurant365.com/docs/vendor-order-minimums.md): Set minimum order amounts on vendor records by dollar or quantity. POs below the minimum cannot be sent until met.
- [Purchase Orders](https://docs.restaurant365.com/docs/purchase-orders.md)
- [Submit Orders via EDI](https://docs.restaurant365.com/docs/purchase-orders-submit-orders-via-edi.md): Purchase orders sent to EDI-integrated vendors use transmission type indicators and External Vendor Identifier to route delivery.
- [Review and Submit a Purchase Order](https://docs.restaurant365.com/docs/purchase-orders-review-and-submit-a-purchase-order.md): Review a purchase order before submitting and send it via email to the vendor contact or via EDI for integrated vendors.
- [Purchase Order Form](https://docs.restaurant365.com/docs/purchase-order-form.md): Reference for all fields on the purchase order form including Location, Vendor, Delivery Date, items table, and McLane-specific fields.
- [Create and Enter a Purchase Order](https://docs.restaurant365.com/docs/purchase-orders-create-and-enter-a-purchase-order.md): Create a new purchase order by selecting location and vendor, adding items, entering quantities, and using templates for efficiency.
- [Cancel or Unsubmit a Purchase Order](https://docs.restaurant365.com/docs/purchase-orders-cancel-or-unsubmit-an-order.md): Cancel or unsubmit a purchase order using Undo Send to email the vendor, then edit, resubmit, or delete the cancelled order.
- [Order Guide Sync on Purchase Order Templates](https://docs.restaurant365.com/docs/purchase-orders-order-guide-sync.md): Order guide integrations sync item availability to PO templates and flag unavailable items when creating a purchase order.
- [Invoicing Purchase Orders](https://docs.restaurant365.com/docs/invoicing-purchase-orders.md): Convert a submitted purchase order into an AP invoice using Invoice PO or Match PO from the invoice or purchase order form.
- [Brand Item Number Column on a Purchase Order](https://docs.restaurant365.com/docs/mclane-mbm-brand-item-number-column.md): The Brand Item Number column appears on POs and AP invoices when the vendor is McLane, MBM, or another brand-related distributor.
- [Purchase Order Each Amount](https://docs.restaurant365.com/docs/po-each-amount.md): Each amount on a PO is set from vendor item cost sources in priority order: order guide pricing, contract pricing, then vendor price.
- [McLane Purchase Orders](https://docs.restaurant365.com/docs/mclane-purchase-orders.md)
- [Purchase Orders: McLane Delivery Dates](https://docs.restaurant365.com/docs/purchase-orders-mclane-delivery-dates.md): McLane delivery due dates lock the Delivery Date field on purchase orders when the Order Date precedes the due date.
- [Order Templates](https://docs.restaurant365.com/docs/order-templates.md)
- [Create and Edit a Purchase Order Template](https://docs.restaurant365.com/docs/purchase-orders-create-and-edit-a-purchase-order-template.md): Create and edit purchase order templates with vendor, schedule, ordering day, consumption days, buffer days, and item drag-and-drop.
- [Shopping Lists](https://docs.restaurant365.com/docs/shopping-lists.md)
- [Purchase Orders: Set Up Shopping Lists](https://docs.restaurant365.com/docs/purchase-orders-set-up-shopping-lists.md): Create a shopping list combining items from multiple vendors with preferred vendor and UofM settings and bulk item add.
- [Purchase Orders: Use Shopping Lists](https://docs.restaurant365.com/docs/purchase-orders-use-shopping-lists.md): Use a shopping list to generate suggested orders, enter quantities, review purchase orders by vendor, and save or submit.
- [Troubleshoot On Hand Amounts on a Shopping List](https://docs.restaurant365.com/docs/troubleshoot-on-hand-amounts-on-a-shopping-list.md): On Hand on a shopping list shows 0 until items appear on two inventory counts at least 45 days apart based on historical usage.
- [Orders FAQ ](https://docs.restaurant365.com/docs/orders-faq.md)
- [Why does my 'On Hand' not calculate correctly on my Shopping List?](https://docs.restaurant365.com/docs/why-does-my-on-hand-not-calculate-correctly-on-my-shopping-list.md): On Hand shows 0 on a shopping list until items appear on two inventory counts at least 45 days apart.
- [Recipes](https://docs.restaurant365.com/docs/recipes.md)
- [Print a Recipe](https://docs.restaurant365.com/docs/print-a-recipe.md): Print a recipe from the new recipe record by opening the recipe, selecting Print from the menu, and managing print settings.
- [New Recipe Record - Coming Soon](https://docs.restaurant365.com/docs/new-recipe-record-coming-soon.md): Preview of the updated recipe record design rolling out in phases in 2026. Use the Classic View toggle to switch experiences.
- [Recipes](https://docs.restaurant365.com/docs/recipe-items-page.md): Navigate the Recipes list page to create recipes, filter the list, and run Update Recipe Costs to refresh all cost calculations.
- [Classic Recipe Item Record](https://docs.restaurant365.com/docs/recipe-item-record.md): Reference for the classic recipe item record covering all tabs: General, Ingredients, Steps, Inventory Cost, and Mapping.
- [New Recipe Record](https://docs.restaurant365.com/docs/new-recipe-record.md): Reference for the new recipe record covering General Info, Ingredients, Steps, Settings, Inventory Cost, and Prep sections.
- [Configure Recipes](https://docs.restaurant365.com/docs/create-a-recipe.md): Configure a recipe by setting name, measure type, yield, adding ingredients with quantities and yield percentages, and saving.
- [Ingredients](https://docs.restaurant365.com/docs/ingredients.md): Reference for the Ingredients page listing all ingredients and their recipes with columns for Qty, UofM, Yield %, and Instructions.
- [Recipe Costing](https://docs.restaurant365.com/docs/recipe-costing.md): Set up Recipe Costing in four steps: complete Item Costing, set up POS Integration, build Recipe Items, and map recipes to menu items.
- [Recipe Flow and Build Out](https://docs.restaurant365.com/docs/recipe-flow-and-build-out.md): Build recipes in the recommended order: yield recipes first, then prep recipes, then menu item recipes for accurate costing.
- [Mapping Recipes to Menu Items](https://docs.restaurant365.com/docs/mapping-recipes-to-menu-items.md): Link recipes to POS menu items for theoretical cost and depletion tracking using the Menu Item Mapping navigation.
- [Include Recipes on Inventory Counts](https://docs.restaurant365.com/docs/include-recipes-on-inventory-counts.md): Make batch recipes available on inventory counts by enabling Available in Inventory and setting Inventory UofM and accounts.
- [Changing Measure Type on a Recipe](https://docs.restaurant365.com/docs/how-do-i-change-the-measure-type-on-a-recipe.md): Change the measure type on a recipe record and understand how the change affects recipe costing and required update steps.
- [Delete or Deactivate a Recipe](https://docs.restaurant365.com/docs/can-i-delete-a-recipe-record.md): Delete a recipe if no transactions exist, or deactivate it by unchecking Active and renaming the record to prevent further use.
- [Merge Recipes or Ingredients](https://docs.restaurant365.com/docs/merge-recipes-or-ingredients.md): Merge duplicate recipe or ingredient records to consolidate transaction history onto a primary record and remove the secondary.
- [Prep Categories](https://docs.restaurant365.com/docs/prep-categories.md): Create and assign Prep Categories to recipe items to organize prep planning and improve prep sheet reporting.
- [Update Recipe Costs](https://docs.restaurant365.com/docs/update-recipe-costs.md): Update Recipe Costs refreshes all recipe records, applies UofM changes, and recalculates costs across recipes from the Recipes page.
- [Prep](https://docs.restaurant365.com/docs/prep.md)
- [Prep Stations](https://docs.restaurant365.com/docs/prep-stations.md)
- [Create a Prep Station](https://docs.restaurant365.com/docs/create-a-prep-station.md): Create, view, edit, and delete prep stations in the Inventory app to organize prep sheets by physical kitchen area.
- [Prep Stations Page](https://docs.restaurant365.com/docs/prep-stations-page.md): Reference for the Prep Stations list page showing all prep station records with name and Created By/Modified By columns.
- [Legacy Prep Logs](https://docs.restaurant365.com/docs/legacy-prep-logs.md)
- [Prep Log](https://docs.restaurant365.com/docs/prep-logs.md): Create and complete a prep log to record quantities of prepped recipe items by station using a memorized template.
- [Memorized Prep Logs](https://docs.restaurant365.com/docs/memorized-prep-log.md): Create memorized prep log templates for recurring prep entries and duplicate them for multiple locations as starting templates.
- [Sales & Forecasting](https://docs.restaurant365.com/docs/sales-forecasting.md)
- [Cash ](https://docs.restaurant365.com/docs/cash.md)
- [Tills](https://docs.restaurant365.com/docs/tills-category.md)
- [Tills Overview](https://docs.restaurant365.com/docs/tills.md): Overview of Tills for managing cash drawer counts and deposits including POS integration and links to deposit and till tasks.
- [Enter Actual Cash Amounts](https://docs.restaurant365.com/docs/till-management-enter-actual-cash-amounts.md): Count cash by denomination per till after closing to record actual vs. expected amounts and determine over/short variances.
- [Complete Deposit Slips](https://docs.restaurant365.com/docs/till-management-complete-deposit-slips.md): Learn how to add, manage, and complete deposit slips with tills, ensuring accurate cash handling and seamless updates in your daily sales process.
- [Variance Thresholds](https://docs.restaurant365.com/docs/till-management-variance-thresholds.md): Configure Till, Deposit, and Daily Deposit Variance thresholds in Till Management Settings as dollar amounts or percentages.
- [Validate Deposit Slips](https://docs.restaurant365.com/docs/till-management-validate-deposit-slips.md): Review completed deposit slips on the Deposits tab using progress tracker checkpoints to finalize deposit slip entries.
- [Edit Tills and Deposits](https://docs.restaurant365.com/docs/till-management-edit-tills-and-deposit-slips.md): Edit previously saved till records and deposit slips. Covers editable fields, required permissions, and reconciliation impact.
- [Safe Counts](https://docs.restaurant365.com/docs/safe-counts-category.md)
- [Safe Counts Overview](https://docs.restaurant365.com/docs/safe-counts-overview-security.md): Log and track cash in each location's safe with Safe Counts. View the count list, create counts, and calculate over/short.
- [Safe Counts Settings](https://docs.restaurant365.com/docs/safe-counts-settings.md): Configure the Expected Safe Balance globally or per location in Safe Counts Settings to set the baseline for over/short calculation.
- [Entering a New Safe Count](https://docs.restaurant365.com/docs/entering-a-new-safe-count.md): Create a safe count entry with bills, coins, paid outs, and change orders. View Safe Count Total, Expected amount, and Over/Short.
- [Daily Sales Summary](https://docs.restaurant365.com/docs/daily-sales-summary-accounting.md)
- [Daily Sales Summary (DSS)](https://docs.restaurant365.com/docs/daily-sales-summary-dss.md)
- [Daily Sales Page](https://docs.restaurant365.com/docs/daily-sales-page.md): Reference for the Daily Sales grid with columns for Status, Net Sales, Total Labor, Over/Short, and Guest Count.
- [Daily Sales Summaries](https://docs.restaurant365.com/docs/daily-sales-summary-category.md)
- [Daily Sales Summary Records Page](https://docs.restaurant365.com/docs/daily-sales-summary.md): Navigate the classic DSS Records page to view and filter daily summaries and open individual records for review and approval.
- [Labor Review](https://docs.restaurant365.com/docs/labor-review-step.md)
- [DSS Labor Review](https://docs.restaurant365.com/docs/labor-review-dss.md): Review employee punches, hours vs. scheduled, non-worked earnings, and manage tip imports within the DSS Labor Review section.
- [Punch Edits](https://docs.restaurant365.com/docs/punch-edits.md): Edit employee punch times and pay rates in the DSS using Punch Management. R365 edits override POS punch data on re-import.
- [Non-Worked Earnings](https://docs.restaurant365.com/docs/daily-sales-non-worked-earnings.md): Add non-worked earnings like vacation, sick, or tips to employee records in DSS Labor Review using Hours or Cost entry methods.
- [Tip Management](https://docs.restaurant365.com/docs/tip-management.md): Adjust POS-imported tip totals in the DSS by indicating cash-paid tips, paycheck tips, and distributing among tipped employees.
- [Daily Sales Summary: Labor Recovery](https://docs.restaurant365.com/docs/daily-sales-summary-labor-recovery.md)
- [AI Labor Insights — Customer Opt-In and Opt-Out](https://docs.restaurant365.com/docs/ai-labor-insights-customer-opt-in-and-opt-out.md): Opt in or out of AI Labor Insights from the admin settings. Covers data requirements and consent management for administrators.
- [Deposits Review](https://docs.restaurant365.com/docs/daily-sales-review-summary-deposits.md): Review the Deposits section of a DSS including the bill counter, cash and check fields, tips, petty cash, and Till Management deposits.
- [Transactions Review](https://docs.restaurant365.com/docs/daily-sales-review-summary-transactions.md): Review DSS Transactions across three tabs: Comps and Promotions, Paid Outs by GL Account, and House Accounts by customer.
- [Review and Complete a Daily Sales Summary](https://docs.restaurant365.com/docs/daily-sales-review-a-dss.md): Review all three DSS sections — Labor, Deposits, and Transactions — and mark the DSS Complete before approving.
- [Daily Sales Summary (DSS) Classic](https://docs.restaurant365.com/docs/daily-sales-summary-dss-classic.md)
- [Review a Classic Daily Sales Summary](https://docs.restaurant365.com/docs/classic-daily-sales-summary-review.md): Review a classic DSS by checking the journal entry, paid outs, deposits, sales accounts, payment type accounts, and labor sections.
- [Approve a Daily Sales Summary](https://docs.restaurant365.com/docs/daily-sales-approve-a-dss.md): Approve a completed DSS in the classic R365 experience. Daily approval finalizes sales data and supports accurate reporting.
- [DSS Mapping](https://docs.restaurant365.com/docs/dss-mapping.md): Map POS Sales and Payment Type accounts to GL accounts via the To Do Checklist, DSS Assign Accounts tabs, or POS Mapping Tool.
- [Manage Undeposited Funds](https://docs.restaurant365.com/docs/manage-undeposited-funds.md): Handle undeposited funds in three steps: map payments on the DSS, create a Bank Deposit, then match to bank activity for reconciliation.
- [Map Refunds](https://docs.restaurant365.com/docs/map-refunds.md): Map POS refund accounts to GL accounts in DSS by setting Sales Account to Undeposited Funds and Payment Type to a Refund GL.
- [DSS Paid Outs](https://docs.restaurant365.com/docs/dss-paid-outs.md): Assign GL account cost categories to each POS paid out displayed on the Paid Out tab of a daily sales summary.
- [DSS Validation Report](https://docs.restaurant365.com/docs/dss-validation-report.md): Use the DSS Validation Report to identify balancing adjustments and analyze discrepancies between Sales Accounts and Payment Types.
- [DSS GL Account Mapping Report](https://docs.restaurant365.com/docs/dss-gl-account-mapping-report.md): View all Payment Types and Sales Accounts for a day using the GL Account Mapping Report to identify mapping issues on a DSS.
- [Currency Conversion for DSS Data](https://docs.restaurant365.com/docs/currency-conversion-for-dss-data.md): Convert non-USD POS sales to USD on DSSs by setting up currency exchange rates and configuring POS Currency on the Location record.
- [Mass Daily Sales Summary Page](https://docs.restaurant365.com/docs/mass-dss-review.md): Review multiple DSSs across locations on the Mass DSS page to update deposits and bulk approve or unapprove summaries.
- [Missing and Out of Balance Daily Sales Summaries](https://docs.restaurant365.com/docs/troubleshooting-missing-and-out-of-balance-daily-sales-summary.md): Troubleshoot missing DSS records and out-of-balance journal entries. Compare POS reports to DSS data for major POS systems.
- [Manually Delete a DSS](https://docs.restaurant365.com/docs/manually-delete-a-dss.md): Manually delete a Daily Sales Summary record. R365 re-imports deleted DSSs on the next scheduled POS poll automatically.
- [Uploading Deposits via FTP](https://docs.restaurant365.com/docs/uploading-deposits-via-ftp.md): Import deposits in bulk via FTP using a CSV with location number, date, deposit number, and deposit amount columns.
- [Forecasting](https://docs.restaurant365.com/docs/forecasting-category.md)
- [Forecasting Overview](https://docs.restaurant365.com/docs/forecasting.md): Introduction to R365 Forecasting for predicting weekly sales and labor using historical data, projection dates, and events.
- [Forecasting Page](https://docs.restaurant365.com/docs/weekly-forecasting-forecasting-page.md): Reference for the weekly and daily Forecasting page showing week/day views, actual vs. forecast comparisons, and location navigation.
- [Adjusting Forecasts](https://docs.restaurant365.com/docs/weekly-forecasting-adjusting-forecasts.md): Manually adjust sales forecasts by modifying projected amounts, adding revenue-impacting events, and overriding algorithm values.
- [Review Projection Dates Page](https://docs.restaurant365.com/docs/weekly-forecasting-review-projection-dates-page.md): Review and manage sales projection dates for weekly forecasting and adjust projection date settings per location.
- [Customizing Projection Dates](https://docs.restaurant365.com/docs/weekly-forecasting-customizing-projection-dates.md): Include or exclude specific historical dates from sales projections on the Review Projection Dates page. Changes must be applied.
- [Publishing Forecasts](https://docs.restaurant365.com/docs/weekly-forecasting-publishing-forecasts.md): Publish or re-publish a weekly forecast to finalize sales and labor projections for scheduling and ordering. Re-publishing overwrites drafts.
- [Labor Forecasting by Job](https://docs.restaurant365.com/docs/custom-labor-forecasting.md): Adjust labor forecasts by job in day view using the Custom Labor Matrix. Edit hours per job per time interval and republish.
- [Import Sales Forecast](https://docs.restaurant365.com/docs/import-sales-forecast.md): Import a manually created sales forecast via template by downloading, adding data, uploading, and reviewing failed rows.
- [Import Historical Sales and Entrees for Use in Forecasting](https://docs.restaurant365.com/docs/import-historical-sales-and-entrees-for-use-in-forecasting.md): Import historical sales and entree data to seed weekly forecasting. Covers permissions, import steps, and correcting failed rows.
- [Forecasting Settings](https://docs.restaurant365.com/docs/forecasting-settings-category.md)
- [Forecasting Settings](https://docs.restaurant365.com/docs/weekly-forecasting-settings.md): Overview of Weekly Forecasting Settings including the Configurations tab for metrics and the Rules tab for forecast rule groups.
- [Forecast Configurations Tab](https://docs.restaurant365.com/docs/forecast-configurations.md): View and manage forecast configuration groups on the Configurations tab. Each group sets metric, projection model, and history weeks.
- [Create and Edit Forecast Configuration Groups](https://docs.restaurant365.com/docs/create-and-edit-forecast-configuration-groups.md): Edit or create forecast configuration groups by enabling metrics, setting default projection model, and choosing projection weeks.
- [Projection Models and Forecast Metrics](https://docs.restaurant365.com/docs/weekly-forecasting-projection-models-and-forecast-metrics.md): Reference for weekly forecasting projection models (Smart, Last Week, Last Year, Customized, Imported) and forecast metrics.
- [Entree Forecasting](https://docs.restaurant365.com/docs/entree-forecasting.md): Forecast by entree count using entree multipliers on Menu Item Categories and configure EPLH and Variable Labor Matrix settings.
- [Forecast Rules](https://docs.restaurant365.com/docs/forecast-rules.md): Forecast rules use a trigger and action to change default projection behavior for specific dates and are grouped by priority.
- [Create and Edit a Forecast Rule](https://docs.restaurant365.com/docs/create-and-edit-a-forecast-rule.md): Create or edit a forecast rule with a trigger (day, date, month, event) and action that overrides the default projection.
- [Closed Business Days](https://docs.restaurant365.com/docs/closed-business-days.md): Closed business days suppress forecast generation for sales and labor. Recalculation occurs when closure dates change.
- [Create a One-Off or Partial Closed Business Day Event](https://docs.restaurant365.com/docs/create-a-full-or-partial-closed-business-day-event.md): Create events for fully or partially closed business days to adjust sales forecasts for reduced or no revenue on specific dates.
- [Smart Labor](https://docs.restaurant365.com/docs/smart-labor.md): Smart Labor add-on enables the Labor Matrix, Hourly Forecasting, and additional Operations and Labor Dashboard widgets.
- [Menu Items](https://docs.restaurant365.com/docs/menu-items.md)
- [Create a Menu Item](https://docs.restaurant365.com/docs/create-a-menu-item.md): Manually create a single menu item from the Menu Items page with required fields and link it to a recipe for depletion tracking.
- [POS ID Item Import](https://docs.restaurant365.com/docs/pos-ids.md): Preview of ID-based POS item import matching items by unique ID so same-named items with different IDs become separate records.
- [Menu Items](https://docs.restaurant365.com/docs/menu-items-menu-item-links.md): Overview of the Menu Items page including POS item links, record fields, and how to link items for recipe depletion and reporting.
- [Menu Item and Modifier Rules](https://docs.restaurant365.com/docs/menu-item-and-modifier-rules.md): WHEN/THEN depletion rules on menu item and modifier records deplete different recipes based on ticket context and co-modifiers.
- [Configure Menu Item and Modifier Rules](https://docs.restaurant365.com/docs/menu-item-and-modifier-depletion-rules.md): Create, edit, and delete menu item and modifier depletion rules on the new menu item record using the WHEN/THEN rule builder.
- [Point of Sale Items](https://docs.restaurant365.com/docs/point-of-sale-items.md): Reference for the Point of Sale Items page listing POS items imported from connected systems and linked to menu items.
- [POS System Settings](https://docs.restaurant365.com/docs/pos-systems-settings.md)
- [Menu Item Types](https://docs.restaurant365.com/docs/menu-item-types.md): Menu Item, Modifier, and Unknown types are assigned automatically from POS sales ticket data at migration and ongoing import.
- [Archive or Restore Menu Items](https://docs.restaurant365.com/docs/archive-or-restore-menu-items.md): Archive a menu item to exclude it from PMIX calculations and reporting, or restore an archived item to active status.
- [Archive or Restore POS Items](https://docs.restaurant365.com/docs/archive-or-restore-pos-items.md): Archive a POS item to set it inactive and restore it to active status to keep the POS item list clean and current.
- [Menu Item Separation](https://docs.restaurant365.com/docs/menu-item-separation.md): Menu item separation lets multi-concept organizations control which menu items from each concept display per location.
- [Menu Item Categories](https://docs.restaurant365.com/docs/menu-item-categories.md): Create Menu Item Categories at three levels to group items for reporting and entree forecasting with optional entree multipliers.
- [Classic Menu Item Record](https://docs.restaurant365.com/docs/classic-menu-item-record.md): Reference for the classic menu item record fields including Name, Recipe, POS Menu ID, Entree Indicator, and Target Profit %.
- [POS Ingestion Matching](https://docs.restaurant365.com/docs/pos-ingestion-matching.md)
- [Sales Tickets](https://docs.restaurant365.com/docs/sales-tickets.md)
- [Sales Tickets Page](https://docs.restaurant365.com/docs/sales-ticket-page.md): Reference for the Sales Tickets page listing all POS sales tickets imported into R365 with columns for location, date, and day.
- [Print a Sales Ticket](https://docs.restaurant365.com/docs/print-a-sales-ticket.md): Print a sales ticket in four steps: open the Sales Tickets page, open the ticket record, click Print, then click the printer button.
- [Task Management](https://docs.restaurant365.com/docs/operations-task-management.md)
- [Task Management Overview](https://docs.restaurant365.com/docs/task-management.md): Overview of R365 Task Management: Guides, My Tasks, Forms, Tasks Dashboard, and settings for scheduling location-assigned tasks.
- [My Tasks](https://docs.restaurant365.com/docs/my-tasks-ops.md)
- [My Tasks](https://docs.restaurant365.com/docs/my-tasks.md): My Tasks shows current and upcoming tasks from assigned Guides for a selected location and date.
- [Task Management Notifications](https://docs.restaurant365.com/docs/task-management-notifications.md): Configure task notification preferences in the Notification Center for push, email, and SMS alerts on assignments and mentions.
- [Task Sheet](https://docs.restaurant365.com/docs/task-management-task-sheet.md): Complete tasks, navigate between tasks, add attachments, and mark tasks complete using the task sheet sidesheet.
- [Task Assignments](https://docs.restaurant365.com/docs/task-management-task-assignments.md): Assign tasks to users or roles from task creation or inline on the Tasks page. Assignees receive notifications with task details.
- [Task Notifications](https://docs.restaurant365.com/docs/task-notifications.md): Configure task notification automations with time-based or completion-based triggers to send alerts to specified users.
- [Guides](https://docs.restaurant365.com/docs/guides-ops.md)
- [Guides Overview](https://docs.restaurant365.com/docs/guides.md): Overview of Task Management Guides: how guides are built from tasks and groups, assigned to locations, and populate My Tasks.
- [Guides Page](https://docs.restaurant365.com/docs/guides-page.md): Reference for the Guides page grid listing all Task Management guides with fields, task counts, locations, and action menu options.
- [Guide Details](https://docs.restaurant365.com/docs/guide-details.md): Reference for the Guide Details page fields: location selector, guide name, Save, Action menu, Add Task, and task list columns.
- [Create or Edit a Guide](https://docs.restaurant365.com/docs/creating-a-new-guide.md): Create a Task Management guide by naming it, adding tasks, creating task groups, organizing by drag-and-drop, and assigning locations.
- [Duplicate a Guide](https://docs.restaurant365.com/docs/duplicate-a-guide.md): Copy an existing Task Management guide by choosing to duplicate tasks only or tasks and assigned locations.
- [Task Configuration Page](https://docs.restaurant365.com/docs/task-details.md): Reference for Task Configuration page fields: task name, type, attachment, timeline, availability, tags, shortcut, and description.
- [Create or Edit a Task](https://docs.restaurant365.com/docs/create-a-task.md): Add, configure, and edit tasks within a guide. Covers task name, type, attachment, timeline, availability, tags, and description.
- [Set Up R365 Action, Reports, & Form Tasks](https://docs.restaurant365.com/docs/set-up-action-tasks.md): Configure R365 Action tasks, R365 Report tasks, and Form tasks with auto-validation behavior on the task configuration page.
- [Task Types](https://docs.restaurant365.com/docs/task-management-task-types.md): Reference for all task completion types including R365 Actions, Forms, Checkbox, Yes/No, Text, Number, Temperature, and Request.
- [Forms](https://docs.restaurant365.com/docs/forms.md)
- [Forms](https://docs.restaurant365.com/docs/forms-overview.md): Create custom form templates, assign them to locations, complete and submit forms, and manage form entries in R365 Forms.
- [Create a Form Template](https://docs.restaurant365.com/docs/create-a-form-template.md): Build a form template in R365 Forms by adding sections, choosing component question types, and configuring template settings.
- [Complete and Manage Forms](https://docs.restaurant365.com/docs/complete-a-form.md): Fill out and submit forms in R365, navigate existing form entries, and manage form completion status from the Forms page.
- [Form Actions](https://docs.restaurant365.com/docs/form-actions.md): Export, email, print, and delete completed forms from an open form's context menu using available Form Actions.
- [Import or Export a Form Template](https://docs.restaurant365.com/docs/import-a-form-template.md): Import an existing form template into R365 or export a form template to share or reuse across your organization.
- [Task Management Settings](https://docs.restaurant365.com/docs/settings-task-management.md)
- [Task Management Settings](https://docs.restaurant365.com/docs/task-management-settings.md): Configure Task Management settings for availability request tasks, task tags, and request notification preferences.
- [Task Management Permission Groups](https://docs.restaurant365.com/docs/task-management-permission-groups.md): Permission groups for Task Management control access to guides, tasks, task tags, forms, and request settings.
- [Manager Log](https://docs.restaurant365.com/docs/manager-log.md)
- [Manager Log](https://docs.restaurant365.com/docs/smart-ops-manager-log-overview.md): Overview of the R365 Manager Log covering Logbooks, Log Entries replacing Classic Notes, and mobile entry via R365 Red App.
- [Log Entries](https://docs.restaurant365.com/docs/log-entries.md)
- [Log Entries Overview & Security](https://docs.restaurant365.com/docs/log-entries-overview-security.md): Overview of Log Entries in the New Manager Log: view, filter, create, and manage entries from the Log Entries page.
- [Log Entries: Create and Edit a Log Entry](https://docs.restaurant365.com/docs/log-entries-create-and-edit-a-log-entry.md): Create a new Log Entry via desktop or R365 Red App. Covers required fields, categories, priority, attachments, and DSS link.
- [Log Entries: Entry Comments](https://docs.restaurant365.com/docs/log-entries-entry-comments.md): Add, edit, and delete comments on a Log Entry using @mention to notify users via notification window, app, email, or SMS.
- [Log Entries: Attachment Viewer](https://docs.restaurant365.com/docs/log-entries-attachment-viewer.md): Open the Log Entry Attachment Viewer to view, download, delete, and navigate images, video, and audio file attachments.
- [Link To Types](https://docs.restaurant365.com/docs/manager-log-link-to-types.md): Reference table of Link To Types for Manager Log listing each type name, the R365 record it links to, and its primary module.
- [Classic Manager Log](https://docs.restaurant365.com/docs/classic-manager-log-category.md)
- [Classic Manager Log Overview](https://docs.restaurant365.com/docs/classic-manager-log.md): Overview of Classic Manager Log covering Calendar, Daily Overview, Logs, Flagged Entries, Task Lists, and Document Library views.
- [Logs View](https://docs.restaurant365.com/docs/classic-manager-log-logs-view.md): Filter Classic Manager Log entries by location, date range, and category using the Logs View with entry type icons and flag status.
- [Create Classic Log Entries](https://docs.restaurant365.com/docs/classic-manager-log-create-log-entries.md): Create Classic Manager Log entries (Task, Note, Email Alert, Text Alert) from the Logs view by completing fields and saving.
- [Classic Calendar View](https://docs.restaurant365.com/docs/classic-manager-log-calendar-view.md): Classic Manager Log Calendar View shows daily sales, weather, events, birthdays, task completion, and a hover popup with forecast data.
- [Classic Daily Overview](https://docs.restaurant365.com/docs/classic-manager-log-daily-overview.md): Classic Daily Overview shows sales, labor, task completion, and flagged log entries by category for a selected location and date.
- [Classic Task Lists View](https://docs.restaurant365.com/docs/classic-manager-log-task-lists-view.md): Classic Task Lists View shows location, task listing, status, date filters, completion percentage, and overdue task labels.
- [Use Classic Task Lists](https://docs.restaurant365.com/docs/classic-manager-log-using-task-lists.md): Navigate to a Classic Manager Log Task List, filter by user, and complete tasks using checkbox, yes/no, text, or number responses.
- [Classic Document Library](https://docs.restaurant365.com/docs/classic-manager-log-document-library.md): Upload and manage documents in the Classic Manager Log Document Library including PDFs, DOCX, images, and document categories.
- [Classic Log Categories](https://docs.restaurant365.com/docs/classic-manager-log-log-categories.md): Create, configure, and deactivate Classic Log Categories with name, default link-to, daily overview display, and location security.
- [Flagged Entries View](https://docs.restaurant365.com/docs/classic-manager-log-flagged-entries-view.md): View all flagged Classic Manager Log tasks and entries in one place. Flag or unflag entries manually or via Goal and Tolerance values.
- [Classic Task List Setup](https://docs.restaurant365.com/docs/classic-manager-log-task-list-setup.md): Set up Classic Manager Log Task Lists by creating tasks, configuring types, assigning schedules, and setting goals and tolerances.
- [Link To Types](https://docs.restaurant365.com/docs/link-to-types.md)
- [Workforce](https://docs.restaurant365.com/docs/workforce.md)
- [Employees](https://docs.restaurant365.com/docs/employees-category.md)
- [Departments](https://docs.restaurant365.com/docs/departments-labor.md)
- [Departments Page](https://docs.restaurant365.com/docs/departments-page.md): Navigate the Departments page to search, create, and manage department records using list functions including filter and export.
- [Department Record](https://docs.restaurant365.com/docs/department-record.md): Create and manage department records for scheduling with General Info and Labor Goals tabs for SPLH and Labor % by day.
- [Employees](https://docs.restaurant365.com/docs/employees-1.md)
- [Employees Overview](https://docs.restaurant365.com/docs/employees.md): High-level guide to employee management including the Employees page, records, POS integration, app access, and payroll onboarding.
- [Employees Page](https://docs.restaurant365.com/docs/employees-page.md): View active and inactive employee records, add new employees, grant app access, and change active status from the Employees page.
- [Employee Record](https://docs.restaurant365.com/docs/employee-record-category.md)
- [Employee Records](https://docs.restaurant365.com/docs/employee-record.md): Comprehensive reference for all employee record tabs including Summary, Basic Info, Employment, Time, Schedule, and Payroll tabs.
- [Summary Tab](https://docs.restaurant365.com/docs/employee-record-summary-tab.md): Quick reference tab on employee records showing key info, payroll onboarding status, and pending employee record change approvals.
- [Basic Info Tab](https://docs.restaurant365.com/docs/basic-info-tab-category.md)
- [Basic Info Tab](https://docs.restaurant365.com/docs/employee-records-basic-info-tab.md): The Basic Info tab contains personal details, contact info, app access settings, Messaging toggle, and Inactive and Exclude From Payroll checkboxes.
- [Employee App Access](https://docs.restaurant365.com/docs/employee-app-access.md): Grant or revoke R365 Mobile App access for an employee via the App Access checkbox on the Basic Info tab.
- [Inactive Employee Records](https://docs.restaurant365.com/docs/inactive-employee-records.md): Deactivate employee records to remove scheduling access without deleting. Covers effects, reactivation, and bulk inactivation steps.
- [Employment Tab](https://docs.restaurant365.com/docs/employee-record-employment-tab-category.md)
- [Employment Tab](https://docs.restaurant365.com/docs/employee-record-employment-tab.md): Employment tab on employee records — covers primary location, hire date, FLSA status, jobs, pay rates, and payroll export settings.
- [Add Or Edit Jobs On Employee Records](https://docs.restaurant365.com/docs/employee-records-adding-and-editing-jobs.md): Add or edit jobs on the Employment tab of an employee record, including assigning jobs, setting pay rates, and updating job details.
- [Troubleshoot an Employee's Primary Location](https://docs.restaurant365.com/docs/troubleshoot-an-employees-primary-location.md): Fix the 'Cannot change default location' POS ID error. Resolve duplicate POS IDs to update an employee's primary location.
- [Notes Tab](https://docs.restaurant365.com/docs/notes-tab-category.md)
- [Notes Tab](https://docs.restaurant365.com/docs/notes-tab.md): Notes tab on employee records — displays Log Entries tagging the employee, such as No Show or Late for Shift.
- [Create Employee Notes](https://docs.restaurant365.com/docs/create-employee-notes.md): Create employee notes by adding a Log Entry in the Logbook or from the Daily Sales Summary Labor Review section.
- [Certifications Tab](https://docs.restaurant365.com/docs/employee-records-certifications-tab-category.md)
- [Certifications Overview](https://docs.restaurant365.com/docs/certifications-overview.md)
- [Certifications Tab](https://docs.restaurant365.com/docs/employee-records-certifications-tab.md): Certifications tab on employee records — track required certifications, expiration dates, and supporting documents.
- [Assign a Certificate to an Employee](https://docs.restaurant365.com/docs/certification-tracking-assign-a-certificate-to-an-employee.md): Assign a certification to an employee, including expiration date, issuing agency, certification number, and document uploads.
- [Schedule Tab](https://docs.restaurant365.com/docs/schedule-tab.md): The legacy Schedule tab displays weekly availability as a scheduling flag on employee records. Deprecated in Q2 2026.
- [Time Tab](https://docs.restaurant365.com/docs/employee-record-time-tab.md): The Time tab on employee records displays punch details, overtime rules, and time-related settings for time and attendance data.
- [Time Off Tab](https://docs.restaurant365.com/docs/employee-record-time-off-tab-category.md)
- [Time Off Tab (Employee Record)](https://docs.restaurant365.com/docs/employee-record-time-off-tab.md): Time Off tab on employee records — covers accrual balance cards, balance detail sidesheet, and PTO request history.
- [Assign Accrual Rules to Employees](https://docs.restaurant365.com/docs/pto-accruals-assigning-accrual-rules-to-employees.md): Assign PTO accrual rules to an employee from the Time Off tab, including selecting the rule and setting the effective date.
- [Adjusting Accrual Balances](https://docs.restaurant365.com/docs/pto-accruals-adjusting-accrual-balances.md): Adjust an employee's PTO accrual balance by adding or subtracting hours, with regular vs. exempt types and accrual cap constraints.
- [Integrations Tab](https://docs.restaurant365.com/docs/employee-record-integrations-tab.md): The Integrations tab shows linked POS employee records by location. Add or remove location links and view external integration IDs.
- [Payroll Tab](https://docs.restaurant365.com/docs/employee-records-payroll-tab-category.md)
- [Payroll Tab](https://docs.restaurant365.com/docs/employee-records-payroll-tab.md): Payroll tab on employee records — covers payment method, benefits and deductions, garnishments, and tax withholding setup.
- [Payment Methods Overview](https://docs.restaurant365.com/docs/payment-methods-overview.md): Employee payment methods in R365 — check vs. direct deposit, primary and secondary accounts, distribution types, and sequencing order.
- [Payment Method Details Screen](https://docs.restaurant365.com/docs/payment-method-details-screen.md): Payment Method Details screen — field reference for adding or editing a direct deposit account, including routing and distribution settings.
- [Add or Edit Direct Deposit](https://docs.restaurant365.com/docs/direct-deposit.md): Add or edit direct deposit bank accounts on an employee record, including primary account setup and distribution type configuration.
- [Updating from Direct Deposit to Check](https://docs.restaurant365.com/docs/updating-payment-preferences-from-direct-deposit-to-check.md): Change an employee's payment method from direct deposit to paper check via the Payroll tab Payment Method section.
- [Updating from Check to Direct Deposit](https://docs.restaurant365.com/docs/updating-payment-preferences-from-check-to-direct-deposit.md): Switch an employee's payment method from paper check to direct deposit via the Payroll tab, including bank account setup.
- [Benefits and Deductions Overview](https://docs.restaurant365.com/docs/employee-records-deductions-and-benefits-overview.md): Benefits and deductions in R365 — covers deduction types, tax treatment, frequency settings, and how to create, edit, and end deductions.
- [Create a Garnishment](https://docs.restaurant365.com/docs/create-a-garnishment.md): Create a wage garnishment on an employee record using the Garnishment Wizard — covers type, agency, amount, and start date.
- [Edit a Garnishment](https://docs.restaurant365.com/docs/edit-a-garnishment.md): Edit an existing wage garnishment on an employee record, including amount, agency, remittance frequency, and other details.
- [End a Garnishment](https://docs.restaurant365.com/docs/end-a-garnishment.md): End an active wage garnishment on an employee record by setting an end date or stopping it immediately.
- [Garnishment Wizard](https://docs.restaurant365.com/docs/garnishment-wizard.md): Garnishment Wizard field reference — covers type, agency, calculation method, disposable income limits, and effective dates.
- [Taxes Tab](https://docs.restaurant365.com/docs/workforce-employee-records-taxes-tab.md): The Taxes tab on employee records displays payroll tax withholding elections by payroll company when R365 Payroll is enabled.
- [Documents Tab](https://docs.restaurant365.com/docs/workforce-employee-records-documents-tab.md)
- [Employee Documents Overview](https://docs.restaurant365.com/docs/employee-documents-overview.md): Employee Documents tab overview — covers folder types, file uploads, signature requests, and document management actions.
- [Documents Tab - Standard Folders](https://docs.restaurant365.com/docs/documents-folder.md): Standard document folders on the Employee Documents tab — upload, rename, move, and delete files across standard and system folders.
- [Documents Tab - Work Eligibility Folder](https://docs.restaurant365.com/docs/work-eligibility-folder.md): Work Eligibility folder on the Employee Documents tab — stores I-9 forms and work authorization documents with completion status.
- [Documents Tab - Signed Documents Folder](https://docs.restaurant365.com/docs/signed-documents-folder.md): Signed Documents folder on the Employee Documents tab — covers signature request status values and actions to resend or cancel.
- [Employee Document Details](https://docs.restaurant365.com/docs/employee-document-details.md): Document Details sidesheet — covers file name, upload date, signature status, document preview, and Download/Edit/Actions options.
- [Completing or Updating a Legacy I-9 Form](https://docs.restaurant365.com/docs/completing-or-udating-an-i-9-form.md): Complete or update a legacy I-9 form on an employee record, covering both employee and employer signature and document verification.
- [Merge History Tab (Employee Record)](https://docs.restaurant365.com/docs/merge-history-tab.md): The Merge History tab displays all merged employee records with merge date and performer details. Supports unmerging records.
- [Merge Employee Records](https://docs.restaurant365.com/docs/merge-employee-records-category.md)
- [Merge Employee Records Overview](https://docs.restaurant365.com/docs/merge-employee-records.md): Merge duplicate employee records in R365 — why duplicates occur, what data consolidates, reversibility, and available merge workflows.
- [Merge Duplicate Employees Wizard](https://docs.restaurant365.com/docs/merge-duplicate-employees-wizard.md): Merge Duplicate Employees Wizard — field reference for primary employee selection, duplicate candidates, payroll constraints, and confirmation.
- [Resolve Duplicate Employees](https://docs.restaurant365.com/docs/resolve-duplicate-employees.md): Merge system-identified duplicate employee records by selecting the primary record and completing the Merge Duplicate Employees wizard.
- [Unmerge Employee Records](https://docs.restaurant365.com/docs/unmerge-employee-records.md): Reverse a previous employee record merge from the Merge History tab. PII is excluded and must be re-entered after unmerging.
- [Employee Merge Wizard](https://docs.restaurant365.com/docs/employee-merge-wizard.md): Employee Merge Wizard — manually merge duplicate employees not detected by the system. Manual merges are irreversible.
- [Proposed Merges Wizard](https://docs.restaurant365.com/docs/proposed-merges-wizard.md): Proposed Merges Wizard — review, accept, or dismiss system-suggested duplicate employee merge candidates across multiple records.
- [Employees with Multiple User Records](https://docs.restaurant365.com/docs/users-with-multiple-user-records.md): Consolidate duplicate user records when an employee has both a manual and auto-created user account — deactivate and transfer roles.
- [Employee App Access](https://docs.restaurant365.com/docs/employee-app-access-2.md)
- [Inactive Employee Records](https://docs.restaurant365.com/docs/inactive-employee-records-2.md)
- [Create Employee Records](https://docs.restaurant365.com/docs/create-employee-records.md): Create employee records automatically via POS, manually in R365, or from the Hire module. Includes manual creation steps.
- [Employee Record 2025 Update](https://docs.restaurant365.com/docs/employee-record-2024-update.md): Release notes for the 2025 employee record update covering new layout, updated tabs, and changes to employee record features.
- [Resolve an Email Address Already in Use Error](https://docs.restaurant365.com/docs/resolve-email-address-already-in-use-error.md): Fix the email address already in use error when creating a User record by linking the User to an Employee or updating the email.
- [Legacy Employees ](https://docs.restaurant365.com/docs/employees-legacy-smart-ops.md)
- [Legacy Employee Setup](https://docs.restaurant365.com/docs/employee-setup.md): Legacy employee setup in R365 — covers record creation, POS import, Employee Master settings, and merging duplicates.
- [Legacy Employees Page](https://docs.restaurant365.com/docs/employees-page-1.md): Legacy Employees page — view and manage employee records, customize table views, filter and sort columns, and export to Excel.
- [Legacy Employee Record](https://docs.restaurant365.com/docs/legacy-employee-record-category.md)
- [Legacy Employee Record](https://docs.restaurant365.com/docs/legacy-employee-record.md): Legacy employee record in R365 — overview of tabs for Basic Info, Employment, Schedule, Time, Notes, and Integrations.
- [Legacy Employee Record Basic Info Tab](https://docs.restaurant365.com/docs/legacy-employee-record-basic-info-tab.md): Covers identification, contact info, and app access settings on the legacy employee record Basic Info tab.
- [Legacy Employee Record Employment Tab](https://docs.restaurant365.com/docs/legacy-employee-record-employment-tab.md): Legacy Employee Record Employment tab — covers hire date, primary location, payroll ID, jobs, pay rates, and overtime/labor exclusions.
- [Legacy Employee Record Time Tab](https://docs.restaurant365.com/docs/legacy-employee-record-time-tab.md): Legacy Employee Record Time tab — displays POS clock-in/clock-out punch records by job, location, and hours worked.
- [Integrations Tab](https://docs.restaurant365.com/docs/integrations-tab-1.md)
- [Create Employee Notes](https://docs.restaurant365.com/docs/create-employee-notes-1.md)
- [Schedule Tab](https://docs.restaurant365.com/docs/schedule-tab-1.md): The legacy Schedule tab displays weekly availability as a scheduling flag on employee records. Deprecated in Q2 2026.
- [Merge Legacy Employee Records](https://docs.restaurant365.com/docs/merge-legacy-employee-records.md): Merge duplicate legacy employee records created across POS locations — individually on the record or in bulk via the Import Tool.
- [Create a Legacy Employee Record](https://docs.restaurant365.com/docs/create-a-legacy-employee-record.md): Create a legacy employee record manually from the Employees page. Only First Name and Personal Email are required fields.
- [Import Legacy Employee Records](https://docs.restaurant365.com/docs/bulk-update-employee-records.md): Bulk update legacy employee records by exporting the list as CSV, editing it, then reimporting via the Import Tool.
- [Employee App Access](https://docs.restaurant365.com/docs/employee-app-access-1.md)
- [Employee Master](https://docs.restaurant365.com/docs/employee-master-1.md)
- [Inactive Employee Records](https://docs.restaurant365.com/docs/inactive-employee-records-1.md)
- [Employees with Multiple User Records](https://docs.restaurant365.com/docs/employees-with-multiple-user-records.md)
- [Resolve an Email Address Already in Use Error](https://docs.restaurant365.com/docs/resolve-an-email-address-already-in-use-error.md)
- [Employees For R365 Payroll](https://docs.restaurant365.com/docs/payroll-employees.md)
- [Onboarding an Employee to R365 Payroll](https://docs.restaurant365.com/docs/workforce-onboarding-an-employee-to-r365-payroll.md): Onboard employees to R365 Workforce Payroll — covers required information, the self-service portal workflow, and post-onboarding pay run steps.
- [Salaried Employees](https://docs.restaurant365.com/docs/workforce-salaried-employees.md): Salaried employees in Workforce Payroll — automatic pay inclusion, proration on hire/separation, PTO handling, and payroll export exclusion.
- [Employee Separations](https://docs.restaurant365.com/docs/workforce-employee-separations.md): Separate an employee in Workforce Payroll — select separation date and reason, manage user access, and process final paychecks.
- [Employee Rehiring](https://docs.restaurant365.com/docs/workforce-employee-rehiring.md): Rehire a separated employee in Workforce Payroll — covers rehire date rules, user access restoration, and required payroll onboarding steps.
- [Employee Payroll Statuses](https://docs.restaurant365.com/docs/workforce-employee-payroll-statuses.md): Employee payroll statuses in R365 Workforce Payroll — definitions for Not Eligible, Onboarding, Active, Separated, and Excluded.
- [Jobs](https://docs.restaurant365.com/docs/jobs.md)
- [Jobs Page](https://docs.restaurant365.com/docs/jobs-page.md): Jobs page — lists all job records with title, pay rate, GL account, and POS ID. Create jobs and bulk-assign GL accounts from here.
- [Job Records](https://docs.restaurant365.com/docs/job-records.md): Job records in R365 — covers title, pay rate, GL account, department, job code, responsibilities, and scheduling exclusion settings.
- [Job Titles](https://docs.restaurant365.com/docs/job-titles.md): Job Titles map POS job codes to R365 GL accounts for labor accrual. POS integration auto-creates records; each needs a GL account mapped.
- [Exclude Jobs From Scheduling](https://docs.restaurant365.com/docs/scheduling-exclude-jobs.md): Exclude jobs from scheduling or POS import using two job exclusion settings to hide jobs from the scheduler or prevent labor polling.
- [Assign Location Jobs to Parent Jobs](https://docs.restaurant365.com/docs/assign-location-jobs-to-parent-jobs-1.md)
- [Parent Jobs Overview](https://docs.restaurant365.com/docs/parent-jobs-overview-1.md)
- [POS Employees](https://docs.restaurant365.com/docs/pos-employees-category.md)
- [POS Employees Overview](https://docs.restaurant365.com/docs/pos-employees.md): POS employees overview — how POS records auto-create from imports, link to employee records, and how to handle multi-location duplicates.
- [POS Employee Record](https://docs.restaurant365.com/docs/pos-employee-records.md): POS Employee Record — displays Full Name, POS ID, Location, and the linked Employee field. Records are read-only from POS import.
- [Unmerging Employees](https://docs.restaurant365.com/docs/unmerging-employees.md): Split incorrectly merged employee records by creating a new record and relinking POS employee records to the correct employees.
- [Responsibilities](https://docs.restaurant365.com/docs/job-responsibilities.md): Create and manage job Responsibilities in R365 to define specific duties assigned to employee job titles and roles.
- [New Employee Checklist](https://docs.restaurant365.com/docs/new-employee-checklist.md): Step-by-step onboarding checklist for new employees covering scheduling setup, app access, payroll tasks, and required configuration.
- [Sites](https://docs.restaurant365.com/docs/smart-ops-release-sites.md): Add non-restaurant Sites like banquet halls or arenas where employees can be scheduled and manage them from the Sites page.
- [Scheduling](https://docs.restaurant365.com/docs/scheduling-module-category.md)
- [Scheduling Overview](https://docs.restaurant365.com/docs/scheduling-module.md): R365 Scheduling overview — schedule creation, shift management, employee requests, publishing, labor goals, and security roles.
- [R365 Scheduling Quick Start Guide](https://docs.restaurant365.com/docs/r365-scheduling-quick-start-guide.md): R365 Scheduling quick start — step-by-step setup from employee and job configuration through creating, publishing, and managing shift requests.
- [Schedule Calendar](https://docs.restaurant365.com/docs/schedule-calendar-category.md): The Schedule Calendar is where Schedules are built and published.
- [Schedule Calendar](https://docs.restaurant365.com/docs/schedule-calendar.md): Schedule Calendar — weekly interface for creating and managing shifts, filtering by employee or department, and viewing labor data.
- [Create and Edit Schedules](https://docs.restaurant365.com/docs/scheduling-creating-and-editing-schedules.md): Create Schedules screen — set up a new schedule record by naming it, assigning a location, and defining the operational week.
- [Shift Details](https://docs.restaurant365.com/docs/scheduling-shift-details-form.md): Shift Details form — field reference for job, employee, times, breaks, notes, and template creation for individual shifts.
- [Shift Templates](https://docs.restaurant365.com/docs/shift-templates.md): Shift templates pre-fill job, responsibilities, rating, and start/end times when adding a shift. Create, use, and delete from the calendar.
- [Create or Edit Shifts](https://docs.restaurant365.com/docs/create-or-edit-shifts.md): Create or edit shifts on the schedule calendar — assign employees, set times, add breaks, and optionally save as a shift template.
- [Scheduler Templates](https://docs.restaurant365.com/docs/scheduling-scheduler-templates-and-shift-templates.md): Scheduler templates save a full week's shift structure for reuse. Create, apply, and manage templates to speed up weekly schedule building.
- [Create Shifts from Template or Prior Week](https://docs.restaurant365.com/docs/create-shifts-from-template-or-prior-week.md): Populate a new schedule week by copying shifts from a saved scheduler template or from a previous week's schedule.
- [Publish or Unpublish Schedules](https://docs.restaurant365.com/docs/schedule-calendar-publish-unpublish-and-alert-employees.md): Publish or unpublish a schedule or individual shifts, alert employees, and handle approval and conflict checks before going live.
- [Delete Unpublished Unassigned Shifts](https://docs.restaurant365.com/docs/scheduling-deleting-unpublished-unassigned-shifts.md): Bulk delete unpublished, unassigned shifts from the schedule calendar to clean up before publishing.
- [Manager Queue](https://docs.restaurant365.com/docs/manager-queue.md): Manager Queue — review, approve, or deny employee scheduling requests including time off, shift trades, and claims with minor rule warnings.
- [Day Parts](https://docs.restaurant365.com/docs/schedule-calendar-configure-day-parts.md): Configure Day Parts on the schedule calendar to divide the business day into named time segments for organizing and viewing shifts.
- [View & Template Options](https://docs.restaurant365.com/docs/schedule-calendar-view-template-options.md): Schedule calendar view settings and template management — save, apply, and switch between scheduler templates and display preferences.
- [Print Options](https://docs.restaurant365.com/docs/schedule-calendar-print-options.md): Schedule print options — group by department, job, or employee; choose weekly or daily views; include shift notes and events.
- [Labor Forecasting](https://docs.restaurant365.com/docs/scheduling-labor-forecasting.md): Labor forecasting on the schedule calendar — view forecasted sales and labor goals alongside scheduled hours for real-time comparison.
- [Schedule Settings](https://docs.restaurant365.com/docs/schedule-settings-category.md)
- [Schedule Settings](https://docs.restaurant365.com/docs/schedule-settings.md): Schedule Settings page — manage print preference groups and schedule approval configurations via tabs accessed from the calendar gear icon.
- [Schedule Print Preference Group Details](https://docs.restaurant365.com/docs/schedule-print-preference-group-details.md): Schedule Print Preference Group — field reference for name, locations, orientation, grouping, sort order, and printout include options.
- [Create or Edit a Print Preference Group for Scheduling](https://docs.restaurant365.com/docs/create-or-edit-a-schedule-print-preference-group.md): Create or edit a schedule print preference group — set locations, orientation, group-by, sort order, and include options for printouts.
- [Schedule Approval Workflow](https://docs.restaurant365.com/docs/schedule-approval-workflow.md): Schedule approval workflow — three-step process: creation, submission by publisher, and approval. Covers statuses and auto-publish deadline.
- [Schedule Approval Settings](https://docs.restaurant365.com/docs/schedule-approval-details.md): Schedule Approval settings — field reference for name, assigned locations, and the automatic approval deadline before the schedule week starts.
- [Create a Schedule Approval Configuration](https://docs.restaurant365.com/docs/create-a-schedule-approval.md): Create a schedule approval configuration — name it, assign locations, and set the auto-publish deadline in days before the schedule week.
- [Submit a Schedule For Approval](https://docs.restaurant365.com/docs/submit-a-schedule-for-approval.md): Submit an unpublished schedule for approval when you lack the Approve Schedule permission. Status changes to Pending Approval.
- [Manager Tools](https://docs.restaurant365.com/docs/manager-tools-category.md)
- [Manager Tools Page](https://docs.restaurant365.com/docs/manager-tools.md): Manager Tools page — tabs for Announcements, Blackout Days, Events, Request Cutoffs, and Time Off with permissions and available actions.
- [Announcements](https://docs.restaurant365.com/docs/manager-tools-announcements.md): Create employee announcements with content, start and expiration dates, target departments, locations, and email or text alerts.
- [Blackout Days](https://docs.restaurant365.com/docs/manager-tools-blackout-days.md): Create blackout days to prevent employees from submitting time off requests for specific dates or date ranges per location.
- [Request Cutoffs](https://docs.restaurant365.com/docs/manager-tool-request-cutoffs.md): Configure time off request cutoff rules per location, including cutoff day/time and maximum approvals before auto-denial activates.
- [Events](https://docs.restaurant365.com/docs/manager-tools-events-category.md)
- [Events Overview](https://docs.restaurant365.com/docs/manager-tools-events.md): Events in R365 — track special events that affect sales and staffing. Events appear on schedules, forecasting, and the daily sales summary.
- [Events Tab](https://docs.restaurant365.com/docs/events-tab.md): Events tab on Manager Tools — searchable events grid with columns for name, category, locations, and date range. Import and create events here.
- [Event Details](https://docs.restaurant365.com/docs/event-details.md): Event record fields — name, category, date/time, locations, and description. How events appear in the schedule and forecasting views.
- [Create, Edit, or Delete an Event](https://docs.restaurant365.com/docs/create-events.md): Create, edit, or delete events in Manager Tools — set details, date/time options, locations, categories, and required permissions.
- [Import Events](https://docs.restaurant365.com/docs/import-events.md): Bulk import events using an Excel template with columns for name, dates, times, location numbers, category, and description.
- [Manage Event Categories](https://docs.restaurant365.com/docs/manage-event-categories.md): Create and manage event categories and subcategories used to classify events in scheduling, forecasting, and daily sales summaries.
- [Create a One-Off or Partial Closed Business Day Event](https://docs.restaurant365.com/docs/create-a-one-off-or-partial-closed-business-day-event.md)
- [Time Off](https://docs.restaurant365.com/docs/manager-tools-time-off-category.md)
- [Time Off Tab (Manager Tools)](https://docs.restaurant365.com/docs/manager-tools-time-off.md): Time Off tab on Manager Tools — searchable grid of all employee time off requests with status, type, and location. Approve or create requests here.
- [Creating Time Off For an Employee](https://docs.restaurant365.com/docs/manager-tools-creating-time-off-for-an-employee.md): Create a time off entry on behalf of an employee from the Manager Tools Time Off tab with the required manager permissions.
- [Approve, Deny, or Cancel a Time Off Request](https://docs.restaurant365.com/docs/approve-or-deny-a-time-off-request.md): Steps for managers to approve, deny, or cancel employee time off requests from the Manager Tools page in R365.
- [Scheduled Now](https://docs.restaurant365.com/docs/scheduling-scheduled-now.md): Scheduled Now shows employees currently scheduled to work. Change the date and time to view staffing at any given moment.
- [Suggested Hours](https://docs.restaurant365.com/docs/scheduling-suggested-hours.md): Suggested Hours uses SPLH goals and forecasted sales to recommend staffing hours. Available only when Smart Labor is disabled.
- [Cross-Day Shifts](https://docs.restaurant365.com/docs/cross-day-shifts.md): Cross-day shifts in R365 — how they display in the Schedule Calendar and DSS, how labor hours split per day, and break rule behavior.
- [Restrict Scheduling Minors](https://docs.restaurant365.com/docs/schedule-calendar-minor-rules.md): Restrict scheduling minors — active Minor Rules warn schedulers of labor law violations for employees under 18 on the Schedule Calendar.
- [Time & Attendance](https://docs.restaurant365.com/docs/time-attendance.md)
- [Labor Details](https://docs.restaurant365.com/docs/labor-details.md): Labor Details page — lists employee labor information by date with grid controls for filtering, sorting, saving views, and CSV export.
- [Tip Automation](https://docs.restaurant365.com/docs/tip-automation-category.md)
- [Tip Automation Overview](https://docs.restaurant365.com/docs/tip-automation.md): Tip Automation in R365 — rules pool POS tips from contributors and distribute them to receivers. Covers daily/weekly frequency and setup.
- [Tip Automation Page](https://docs.restaurant365.com/docs/tip-auto-page.md): Tip Automation page — shows pending, approved, and test tip distributions by rule and DSS date range. View, approve, and export distributions.
- [Tip Distribution Details Page](https://docs.restaurant365.com/docs/tip-distribution-details.md): Tip Distribution Details page — shows contributing and receiving employee tip totals for a single distribution. Approve and export from here.
- [Approve a Tip Distribution](https://docs.restaurant365.com/docs/approve-a-tip-distribution.md): Approve a pending tip distribution from the Tip Automation page. Approved distributions lock and add earnings to employee records.
- [Unapprove a Tip Distribution](https://docs.restaurant365.com/docs/unapprove-a-tip-distribution.md): Unapprove an approved tip distribution to allow recalculation. Navigate to the Approved tab, click Unapprove, then Reverse to confirm.
- [Correct a Tip Distribution](https://docs.restaurant365.com/docs/correct-a-tip-distribution.md): Correct a tip distribution in R365 — update the rule for config errors, repoll the DSS for sales/tip corrections, or unapprove and recalculate.
- [Delete a Tip Distribution](https://docs.restaurant365.com/docs/delete-a-tip-distribution.md): Delete pending or test tip distributions from the Tip Automation page. Approved distributions must be unapproved before deletion.
- [Restore a Deleted Tip Distribution](https://docs.restaurant365.com/docs/restore-a-deleted-tip-distribution.md): Restore a deleted tip distribution from the Deleted Distributions list if the rule still exists and no overlapping distributions are approved.
- [Tip Distribution Export](https://docs.restaurant365.com/docs/tip-distribution-export.md): Tip Distribution Export file format — Contributors tab columns for net sales, declared tips, POS tips, merchant discount, and tip totals.
- [Export a Tip Distribution](https://docs.restaurant365.com/docs/export-a-tip-distribution.md): Export a tip distribution file from the Tip Automation page. Export only approved distributions for payroll use.
- [Tip Automation Rules](https://docs.restaurant365.com/docs/tip-automation-rules-category.md)
- [Tip Automation Rules](https://docs.restaurant365.com/docs/tip-automation-rules.md): Tip Automation Rules — define how distributions are calculated, including frequency, hours, contributing and receiving jobs, and percentages.
- [Create A Tip Automation Rule](https://docs.restaurant365.com/docs/create-a-tip-automation-rule.md): Create a tip automation rule — configure name, location, frequency, contributing jobs, receiving jobs, and contribution percentages.
- [Test a Tip Automation Rule](https://docs.restaurant365.com/docs/test-a-tip-automation-rule.md): Test a tip automation rule using historical data to preview distributions without affecting the DSS. Test distributions are not approved.
- [Withholding Credit Card Tips for CC Processing Fees](https://docs.restaurant365.com/docs/withholding-credit-card-tips-for-cc-processing-fees.md): Withhold a percentage of POS credit card tips for processing fees on a tip automation rule. Covers calculation formulas and examples.
- [Timecards](https://docs.restaurant365.com/docs/timecards.md)
- [Join Timecards Beta](https://docs.restaurant365.com/docs/join-timecard-beta.md): Opt in or exit the Timecards Early Adopter beta program. Covers who can opt in, instance-level activation, and beta limitations.
- [Timecards Overview](https://docs.restaurant365.com/docs/timecards-overview.md): Timecards in R365 — covers labor data sources, overtime earnings, timecard flags for missed punches, and the review and approval workflow.
- [Timecard Page](https://docs.restaurant365.com/docs/timecard-page.md): Timecards page — lists employee timecards by location and date range. Review, edit, create, approve, and manage pay periods from here.
- [Timecard Shift Record](https://docs.restaurant365.com/docs/timecard-shift-record.md): Timecard Shift Record — all details for a single employee shift including job, pay rate, clock in/out, breaks, earnings, and activity log.
- [Edit Timecard Shift Details](https://docs.restaurant365.com/docs/edit-punch-details-timecards.md): Edit timecard clock-in/out times, breaks, job assignments, and earnings. Edits recalculate the work week and require a reason.
- [Create a Timecard](https://docs.restaurant365.com/docs/create-a-shift-in-timecards.md): Manually create a timecard for shifts missed in POS or Time Clock data, selecting employee, job, date, clock in/out times, and earnings.
- [Add, Edit, or Delete Timecard Earnings](https://docs.restaurant365.com/docs/add-and-edit-earnings-in-timecards.md): Add, edit, or delete earnings on a timecard record. System-generated earnings have restrictions; all changes require a reason.
- [Delete a Timecard](https://docs.restaurant365.com/docs/delete-a-shift-timecards.md): Delete a timecard from the Timecards page or by removing all punches and earnings. Select a deletion reason and confirm the action.
- [Review Timecards](https://docs.restaurant365.com/docs/review-timecards.md): Review timecards with issues using Missing Punches and Needs Review filters. Resolve errors and approve before payroll export.
- [Approve or Unapprove Timecards](https://docs.restaurant365.com/docs/approve-or-unapprove-shifts-timecards.md): Approve or unapprove timecards individually or in bulk. Disputes block approval; edits automatically unapprove a timecard.
- [Close a Pay Period and Export Timecards to Payroll](https://docs.restaurant365.com/docs/close-a-pay-period-and-export-to-payroll-timecards.md): Close a pay period and export timecards to payroll. Approve all timecards first; punch errors block the Close + Export action.
- [Reopen a Timecards Pay Period](https://docs.restaurant365.com/docs/reopen-a-timecards-pay-period.md): Reopen a closed Timecards pay period to allow edits. After making changes, the pay period must be closed again before export.
- [Manage Breaks on Timecards](https://docs.restaurant365.com/docs/manage-breaks-on-timecards.md): Add, edit, or delete breaks on a timecard shift record. Enter start/end times, set paid or unpaid status, and select a reason.
- [View Timecard Activity](https://docs.restaurant365.com/docs/view-timecards-activity.md): View timecard activity log from the Timecards page or a single timecard record using the Activity Log button or Action Menu.
- [Timecard Disputes Overview](https://docs.restaurant365.com/docs/handling-timecard-disputes-overview.md): Timecard Disputes overview — employees submit disputes via the mobile app; managers review and approve or reject from the Timecards page.
- [Manage Timecard Reasons](https://docs.restaurant365.com/docs/manage-reasons-in-timecards.md): Add, edit, delete, and disable timecard edit and deletion reasons per location group in Timecard Settings.
- [Timecard Settings Screen](https://docs.restaurant365.com/docs/timecard-settings-screen.md): Timecard Settings screen — manage Timecard and Pay Period configuration groups from the gear icon on the Timecards page.
- [Timecard Configuration Screen](https://docs.restaurant365.com/docs/configure-timecard-settings.md): Timecard Configuration screen — reference for configuration groups covering shift data settings, auto-approve, and clock-out rules.
- [Customize Timecard Settings](https://docs.restaurant365.com/docs/customize-timecard-settings.md): Create and edit timecard configuration groups, assign locations, define shift data rules, and set schedule variance alert thresholds.
- [Manage Employee-Submitted Timecards](https://docs.restaurant365.com/docs/manage-employee-submitted-timecards.md): Review and act on employee-submitted timecards from the R365 mobile app for shifts not logged by the POS.
- [Pay Period Configuration Screen](https://docs.restaurant365.com/docs/configure-timecard-pay-period.md): Pay Period Configuration screen — field reference for group name, assigned locations, first pay period start date, and pay cycle frequency.
- [Add or Edit a Pay Period in Timecards](https://docs.restaurant365.com/docs/add-a-pay-period-in-timecards.md): Add or edit a pay period group in Timecard Settings — name the group, assign locations, and set the pay cycle frequency.
- [R365 Time Clock](https://docs.restaurant365.com/docs/r365-timeclock.md)
- [Time Clock Configuration Details Screen](https://docs.restaurant365.com/docs/time-clock-configuration-details-screen.md): Time Clock Configuration Details screen — reference for Name, Locations, Job Selection, Schedule Enforcement, Break Controls, and Tip Declaration.
- [Time Clock Settings Screen](https://docs.restaurant365.com/docs/time-clock-settings-screen.md): Time Clock Settings screen — create and manage configuration groups controlling time clock behavior for assigned locations.
- [Punch Action Log Overview](https://docs.restaurant365.com/docs/punch-action-log-overview.md)
- [Resync Failed or Blocked Punches](https://docs.restaurant365.com/docs/resync-failed-or-blocked-punches.md)
- [Time Clock Management Page](https://docs.restaurant365.com/docs/time-clock-management-page.md): Time Clock Management page — view, add, deactivate, and delete time clock devices. Covers device statuses: Active, Pending, and Inactive.
- [Manage Time Clock Devices](https://docs.restaurant365.com/docs/configure-a-timeclock-device.md): Add a time clock device using a registration code or delete by deactivating first. Each device connects to one location.
- [Add an Employee to R365 Time Clock](https://docs.restaurant365.com/docs/add-an-employee-to-r365-timeclock.md): Add an employee to R365 Time Clock by setting their 6-digit clock ID on the employee record and guiding them through first-time passcode setup.
- [Reset a Time Clock Passcode](https://docs.restaurant365.com/docs/reset-a-timeclock-passcode.md): Reset an employee's time clock passcode from the Employees menu on the device. Requires View Timeclock Users permission.
- [Time Clock Manager Override](https://docs.restaurant365.com/docs/timeclock-manager-override.md): Time Clock Manager Override allows managers to approve restricted clock actions — early, late, or unscheduled — by entering their credentials.
- [R365 Payroll](https://docs.restaurant365.com/docs/r365-payroll.md)
- [Payroll - HR Support Center](https://docs.restaurant365.com/docs/hr-support-center.md): R365 Payroll HR Support Center — covers HR Compliance Library, Job Description Builder, compliance calendar, OSHA Log, and policy tools.
- [R365 Payroll Process Overview](https://docs.restaurant365.com/docs/payroll-process-overview.md): R365 Payroll process overview — three phases: prepare, calculate and approve (irreversible), then paycheck run with journal entry review.
- [R365 Payroll Processing Calendar - 2026](https://docs.restaurant365.com/docs/r365-payroll-processing-calendar.md): 2026 federal banking holidays affecting R365 Payroll processing deadlines, from New Year's Day through Christmas Day.
- [Documents](https://docs.restaurant365.com/docs/documents-category.md)
- [Payroll Documents Overview](https://docs.restaurant365.com/docs/workforce-payroll-documents.md): Payroll documents in Workforce — signed documents, tax filing receipts, employee tax forms, garnishment orders, and W-2 folders.
- [Documents Page](https://docs.restaurant365.com/docs/workforce-documents-page.md): Workforce Documents page — upload, organize, move, delete, and request signatures on payroll and employee documents.
- [Signed Documents Folder](https://docs.restaurant365.com/docs/workforce-documents-signed-documents-folder.md): Signed Documents folder — request, track, and manage employee e-signatures. Send reminders, cancel requests, and archive completed forms.
- [Payroll Routine - Click and Easy](https://docs.restaurant365.com/docs/payroll-routine-click-and-easy.md): R365 Payroll daily and pay period task checklist — clock-out verification, punch review, new employee insertion, and pay run submission steps.
- [Payroll Calendar](https://docs.restaurant365.com/docs/payroll-calendar.md)
- [Payroll Calendar Overview](https://docs.restaurant365.com/docs/payroll-calendar-overview.md): Payroll Calendar overview — covers pay frequencies, submission deadlines, holiday adjustments, and early pay date behavior.
- [Payroll Calendar Page](https://docs.restaurant365.com/docs/payroll-calendar-page.md): Payroll Calendar page — lists all calendars with pay frequency, status, and pay dates. Create, edit, or delete calendars from here.
- [Payroll Calendar Details](https://docs.restaurant365.com/docs/payroll-calendar-details.md): Payroll Calendar Details screen — shows pay frequency, pay dates, and a table with pay period list and calendar views with download button.
- [Create Payroll Calendar](https://docs.restaurant365.com/docs/create-payroll-calendar.md): Create a payroll calendar using the wizard — select pay frequency, configure start and first pay date, set weekend/holiday rules, and publish.
- [Edit Payroll Calendar](https://docs.restaurant365.com/docs/edit-payroll-calendar.md): Edit future pay dates on a published payroll calendar using List View. Past periods and frequency settings are locked from editing.
- [Delete Payroll Calendar](https://docs.restaurant365.com/docs/delete-payroll-calendar.md): Delete a payroll calendar after all periods are completed and no payments are pending. Deleting also removes the next year's calendar.
- [Payroll Calendar Wizard](https://docs.restaurant365.com/docs/payroll-calendar-wizard.md): Payroll Calendar Wizard — 3-step guide for pay company, frequency, start date, pay period review, and optional copy to other companies.
- [Payroll Overview](https://docs.restaurant365.com/docs/payroll-overview-with-pay-runs.md)
- [Payroll Overview Page](https://docs.restaurant365.com/docs/payroll-hub-overview.md): Payroll Overview page — central hub for on-cycle and off-cycle pay runs with status, gross pay, employee counts, and summary cards.
- [Pay Runs Overview](https://docs.restaurant365.com/docs/pay-runs-overview.md): Pay runs in R365 — on-cycle and off-cycle lifecycle, earnings sources, employee onboarding requirements, and pay run reports.
- [Pay Run Details Screen](https://docs.restaurant365.com/docs/pay-run-details-page.md): Pay Run Details screen — all employee payments with hours, tips, gross/net pay, and error icons. Add employees and import earnings here.
- [Calculate and Approve a Pay Run](https://docs.restaurant365.com/docs/calculate-and-approve-a-pay-run.md): Calculate and approve a pay run in R365 — review employee totals and warnings, then approve via the Pay Run Approval Wizard. Irreversible.
- [Pay Run Approval Wizard](https://docs.restaurant365.com/docs/pay-run-approval-wizard.md): Pay Run Approval Wizard — shows gross pay, taxes, deductions, PTO, pay date, and total to fund before final irreversible approval.
- [Pull Labor Data](https://docs.restaurant365.com/docs/pull-labor-data.md): Pull labor data from POS imports and applied labor rules into the pay period. Requires DSS labor review before pulling.
- [Funding Page & Funding Details Report](https://docs.restaurant365.com/docs/funding-page-funding-details-report-1.md): Funding page in R365 Payroll — lists funding transactions for approved pay runs with amounts, dates, statuses, and payroll companies.
- [Returned Payments](https://docs.restaurant365.com/docs/returned-payments-1.md): View failed direct deposit distributions on the Returned Payments page, including employee, amount, and batch type.
- [Off-Cycle Pay Runs](https://docs.restaurant365.com/docs/off-cycle-pay-runs.md)
- [Off-Cycle Pay Runs Overview](https://docs.restaurant365.com/docs/off-cycle-pay-runs-overview.md): Off-cycle pay runs in R365 — process payroll outside the regular schedule for bonuses, corrections, or termination payouts.
- [Off-Cycle Pay Run Window](https://docs.restaurant365.com/docs/off-cycle-pay-run-window.md): Off-Cycle Pay Run window — field reference for Pay Run Description, Pay Period, Pay Date, and Tax Method (Supplemental or Employee Elections).
- [Create an Off-Cycle Pay Run](https://docs.restaurant365.com/docs/create-an-off-cycle-pay-run.md): Create an off-cycle pay run from the Payroll Overview page. Enter description, pay period dates, pay date, and tax method.
- [Delete an Off-Cycle Pay Run](https://docs.restaurant365.com/docs/delete-an-off-cycle-pay-run.md): Delete an off-cycle pay run created in error from the Payroll Overview page using the menu button. Does not affect other pay runs.
- [Payments](https://docs.restaurant365.com/docs/payments-new-pay-run-experience.md)
- [Payment Details Page](https://docs.restaurant365.com/docs/payment-details-page.md): Payment Details page — individual employee payment breakdown: earnings, deductions, taxes, net pay, and check or direct deposit details.
- [Add and Edit Earnings on Payments](https://docs.restaurant365.com/docs/r365-payroll-adding-and-editing-earnings.md): Add or edit earnings on the Payment Details screen — select earning type, location, job, pay rate, and hours or amount.
- [Add or Edit Deductions on Payments](https://docs.restaurant365.com/docs/r365payroll-add-or-edit-deductions-on-payments.md): Add or edit variable deductions on the Payment Details screen. Apply corrections via negative amounts from the Deductions section.
- [Recalculate a Payment](https://docs.restaurant365.com/docs/r365payroll-recalculate-a-payment.md): Recalculate an unfinalized employee payment from the Payment Details page after editing earnings or deductions. Not available after approval.
- [Pay Run Imports](https://docs.restaurant365.com/docs/pay-run-imports-new-pay-run-experience.md)
- [Pay Run Imports Overview](https://docs.restaurant365.com/docs/pay-run-imports-overview.md): Bulk import earnings or deductions into pay runs using the Add Import wizard with pre-built templates and error validation.
- [Imports Page](https://docs.restaurant365.com/docs/pay-runs-imports-page.md): Imports page — lists all pending and completed pay run imports for earnings and deductions with status, pay run, type, and import date.
- [Earnings Import Details](https://docs.restaurant365.com/docs/earnings-import-details.md): Earnings Import Details page — review valid and invalid rows from an uploaded earnings import and correct errors before completing.
- [Earnings Import Template](https://docs.restaurant365.com/docs/pay-runs-earnings-import-template.md): Earnings Import Template — pre-populated Excel file with employees and earning types. Downloaded from within the Add Import wizard.
- [Deductions Import Details](https://docs.restaurant365.com/docs/pay-runs-deduction-import-details.md): Deductions Import Details page — review valid and invalid rows from an uploaded deductions import and correct errors before completing.
- [Deductions Import Template](https://docs.restaurant365.com/docs/pay-runs-deductions-import-template.md): Deductions Import Template — pre-populated Excel file with active employees and valid deduction types. Downloaded from the Add Import wizard.
- [Add Pay Run Import](https://docs.restaurant365.com/docs/add-pay-run-import-1.md)
- [Add Import Wizard](https://docs.restaurant365.com/docs/pay-runs-add-import-wizard.md): Add Import Wizard — guides through selecting a pay run, choosing import type, downloading/uploading a template, and reviewing errors.
- [Import Earnings](https://docs.restaurant365.com/docs/pay-runs-import-earnings.md): Import earnings into a pay run — download the template, fill in employee and earning data, upload the file, and review any errors.
- [Import Deductions](https://docs.restaurant365.com/docs/pay-runs-import-deductions.md): Import deductions into a pay run — download the template, fill in employee and deduction data, upload, and review errors to complete.
- [Review Pay Run Import Errors](https://docs.restaurant365.com/docs/review-pay-run-import-errors.md): Review and fix errors in an uploaded earnings or deductions import before completing. Only error-free rows are imported.
- [Delete Pay Run Imports](https://docs.restaurant365.com/docs/delete-pay-run-imports.md): Delete a pending or unfinished pay run import from the Imports page. Does not affect already-imported earnings or deductions.
- [Net Pay Shortfalls](https://docs.restaurant365.com/docs/payroll-net-pay-shortfalls.md): Net pay shortfalls in R365 — when earnings can't cover withholdings for tipped employees. Configure deductions for carryover.
- [Payroll Audit and Troubleshooting](https://docs.restaurant365.com/docs/workforce-payroll-audit-troubleshooting.md): Audit and troubleshoot common payroll issues in R365 Workforce Payroll — diagnose payment errors and resolve pay run problems.
- [Payroll Corrections Guide](https://docs.restaurant365.com/docs/workforce-payroll-corrections-guide.md): Payroll Corrections Guide — fix TIN errors, void paper checks, correct earning/deduction types, and handle over/underpayments.
- [Funding and Payroll Journal Entries](https://docs.restaurant365.com/docs/funding-and-payroll-journal-entries.md): Funding and payroll journal entries from R365 Payroll — covers funding JEs for direct deposit/checks and payroll JEs for labor expenses.
- [Delete a Payment from a Pay Run](https://docs.restaurant365.com/docs/delete-a-payment-from-a-pay-run.md): Delete an employee's payment from a pay run on the Pay Run Details or Payment Details page, removing all associated earnings and deductions.
- [Editing DSS Labor Punches](https://docs.restaurant365.com/docs/r365-payroll-editing-dss-labor-punches.md): Edit DSS labor punches before payroll using R365 Punch Edits or correcting in the POS and reimporting the most recent DSS.
- [Unpayable Employees Report](https://docs.restaurant365.com/docs/unpayable-employees-report-1.md): Identify employees who cannot be paid in a payroll run due to missing or invalid payment information.
- [Taxes](https://docs.restaurant365.com/docs/taxes.md)
- [Company Tax Profile](https://docs.restaurant365.com/docs/workforce-settings-company-tax-profile.md): Company Tax Profile — view-only page for legal name, FEIN, address, SUI rates by year, and active tax jurisdictions for a payroll company.
- [Form 8027](https://docs.restaurant365.com/docs/form-8027-category.md)
- [Form 8027 Overview](https://docs.restaurant365.com/docs/workforce-reports-form-8027-overview-and-setup.md): Form 8027 in R365 — how reports generate from POS sales and job tip types, how electronic files are created, and required setup.
- [Form 8027 Page](https://docs.restaurant365.com/docs/workforce-reports-form-8027-page.md): Form 8027 page — view reports by location and year, generate new reports, create electronic files, and mark reports complete.
- [Generate Form 8027 Reports](https://docs.restaurant365.com/docs/workforce-reports-generating-form-8027-reports.md): Generate, edit, and create electronic IRS Form 8027 tip and sales reports in R365 Workforce Payroll for annual filing.
- [Tax Filing Setup](https://docs.restaurant365.com/docs/workforce-tax-filing-setup.md): Tax filing setup in R365 — covers jurisdiction activation, filing frequency, SUI rate management, and corporate officer exclusions.
- [Tax Setup: Third Party Access (TPA)](https://docs.restaurant365.com/docs/tpa-access.md): Grant third-party agent (TPA) access to tax accounts so R365 can file and pay taxes on the employer's behalf with state agencies.
- [SOC and TTOC Codes Overview](https://docs.restaurant365.com/docs/soc-and-ttoc-codes-overview.md): SOC and TTOC codes in R365 Payroll — how occupational codes are assigned to jobs for tip credit and tax calculations in restaurant payroll.
- [Year End Checklist](https://docs.restaurant365.com/docs/year-end-payroll.md)
- [Year End Checklist Page](https://docs.restaurant365.com/docs/year-end-checklist.md): Year End Checklist page — track required year-end payroll tasks, deadlines, and completion status with navigation and permissions.
- [Payroll Year End FAQ](https://docs.restaurant365.com/docs/payroll-year-end-faq.md): Payroll year-end FAQ — W-2 availability dates, access for separated employees, W-3 mailing, paper W-2 formats, and correction deadlines.
- [Year End Tasks and Timeline](https://docs.restaurant365.com/docs/year-end-tasks-and-timeline.md): Year-end payroll timeline — November through January tasks covering TIN verification, final pay run deadlines, W-2 review, and mailing dates.
- [Print Paper W-2s](https://docs.restaurant365.com/docs/print-paper-w-2s.md): Print W-2s in bulk from Workforce Documents or individually from employee records. Covers paper formats and envelope alignment.
- [Employee W-2s](https://docs.restaurant365.com/docs/employee-w-2s.md): Employee W-2s — opt in to paperless W-2s, access from self-service or employee record, and review deadlines and W-2C correction requests.
- [Work Eligibility](https://docs.restaurant365.com/docs/work-eligibility.md)
- [Work Eligibility Overview](https://docs.restaurant365.com/docs/work-eligibility-overview.md): Work Eligibility in R365 — I-9 tracking, the two-section signing workflow, waiving, restarting, and enabling I-9 verification via onboarding rules.
- [Work Eligibility Page](https://docs.restaurant365.com/docs/work-eligibility-page.md): Work Eligibility page — I-9 statuses, page buttons, permissions, and grid columns including due dates and signature status values.
- [I-9 Employment Eligibility Verification Form](https://docs.restaurant365.com/docs/i-9-verification-record.md): I-9 Employment Eligibility Verification form in R365 — Section 1 employee attestation, Section 2 employer verification, and document upload.
- [Sign an I-9](https://docs.restaurant365.com/docs/sign-an-i-9.md): Sign Section 2 of an I-9 — review Section 1, verify documents, and sign from the Work Eligibility page, employee record, or Documents tab.
- [Download an I-9 PDF](https://docs.restaurant365.com/docs/download-an-i-9-pdf.md): Download a completed I-9 as a PDF from the Work Eligibility folder. Not available for waived I-9s or employees without I-9 verification enabled.
- [Waive an I-9](https://docs.restaurant365.com/docs/waive-an-i-9.md): Waive an I-9 in R365 when the form is on file outside the system. Waived I-9s cannot be downloaded as PDFs from R365.
- [Complete an I-9 On Behalf of an Employee](https://docs.restaurant365.com/docs/complete-an-i-9-on-behalf-of-an-employee.md): Complete Section 1 of an I-9 on behalf of an employee — enter info, select document types, upload images, and sign Section 2.
- [Change an I-9 Start Date](https://docs.restaurant365.com/docs/change-an-i-9-start-date.md): Change an I-9 start date from the Work Eligibility page. Due dates automatically recalculate to 3 days after the updated start date.
- [Create an I-9](https://docs.restaurant365.com/docs/create-an-i-9.md): Manually create an I-9 from the Work Eligibility page for an onboarded employee who doesn't yet have one in progress.
- [Clear and Restart an I-9](https://docs.restaurant365.com/docs/clear-and-restart-an-i-9.md): Clear and restart an I-9 form from the Work Eligibility page. The cleared I-9 is marked Canceled and retained; a blank I-9 replaces it.
- [Paycheck Runs](https://docs.restaurant365.com/docs/paycheck-runs-category.md)
- [Paycheck Runs Page](https://docs.restaurant365.com/docs/workforce-paycheck-runs-page.md): Paycheck Runs page — view Pending and historical runs, check statuses, submit checks, and navigate to run details.
- [Paycheck Runs Overview](https://docs.restaurant365.com/docs/paycheck-runs.md): Paycheck Runs in R365 — auto-created when pay runs are approved. Covers paystub generation, setup requirements, and journal entry options.
- [Paycheck Runs Details](https://docs.restaurant365.com/docs/r365-payroll-paycheck-runs-paycheck-run-details.md): Paycheck Run Details sidesheet — run status, pay date, paychecks/paystubs, journal entry links, and actions to submit, create JEs, or delete.
- [Manually Print Paychecks and Paystubs](https://docs.restaurant365.com/docs/r365-payroll-paycheck-runs-manually-print-paychecks-and-paystubs.md): Manually print paychecks and paystubs from a Paycheck Run using the print function in the Paycheck Run Details sidesheet.
- [Print & Ship Paychecks](https://docs.restaurant365.com/docs/r365-payroll-print-ship-paychecks.md): Print & Ship paychecks add-on — bulk print and ship physical checks via USPS or FedEx with submission deadlines and expedited options.
- [Void Paper Paychecks](https://docs.restaurant365.com/docs/void-paychecks.md): Void a paper paycheck within a paycheck run. Voiding cancels the check in Accounting and offers an option to reissue with a new check number.
- [Create a Paycheck Run](https://docs.restaurant365.com/docs/r365-payroll-paycheck-runs-creating-paycheck-runs.md): Create a Paycheck Run manually when one isn't auto-generated after Pay Run approval — select legal entity and pending pay runs.
- [Delete a Paycheck Run](https://docs.restaurant365.com/docs/delete-a-paycheck-run.md): Delete a Paycheck Run from its Details sidesheet. Direct deposit amounts are not reversed; approved JEs must be removed manually.
- [Manually Create Funding and Payroll Journal Entries](https://docs.restaurant365.com/docs/create-funding-and-payroll-journal-entries.md): Manually create funding and payroll journal entries from the Paycheck Run Details sidesheet or directly in Accounting when GL mappings are missing.
- [R365 Training](https://docs.restaurant365.com/docs/employee-training.md): Explore the R365 Training app, a secure LMS for managing employee training, navigation, and user administration in the restaurant industry.
- [R365 Employee Training Implementation Checklist](https://docs.restaurant365.com/docs/r365-training-implementation-checklist.md): R365 Training implementation checklist — setup steps and configuration tasks required before going live with the ExpandShare platform.
- [R365 Training FAQ](https://docs.restaurant365.com/docs/expandshare-faq.md): R365 Training FAQ — login issues, invitation setup, password reset, notifications, and fixes for blank or silent courses.
- [R365 Training User Quick-Start Guide](https://docs.restaurant365.com/docs/expandshare-user-quick-start-guide.md): R365 Training quick-start guide — introductory video walkthrough of the ExpandShare platform for new users.
- [Using R365 Training](https://docs.restaurant365.com/docs/using-expandshare.md)
- [Supported Operating Systems & Browsers (R365 Training)](https://docs.restaurant365.com/docs/supported-operating-systems-browsers-expandshare.md): Supported operating systems and browsers for R365 Training — latest 2 Android/iOS versions, Chrome, Edge, Firefox, Safari, and IE11.
- [Setup Your ExpandShare Account](https://docs.restaurant365.com/docs/setup-your-expandshare-account.md): Set up an R365 Training (ExpandShare) account from an invitation email — create a password and access via iOS, Android, or the web.
- [Install the ExpandShare App](https://docs.restaurant365.com/docs/install-the-expandshare-app.md): Install the R365 Training (ExpandShare) mobile app for iOS or Android. Requires an admin invitation or team code to log in.
- [Formatting Text in Posts, Courses, Checklists & Skill Checks](https://docs.restaurant365.com/docs/formatting-text-in-posts-courses-checklists-skill-checks.md): Format text in R365 Training using Markdown — bold, italic, headings, lists, links, and blockquotes across posts, courses, and checklists.
- [Home - R365 Training](https://docs.restaurant365.com/docs/home-expandshare.md)
- [Home Overview](https://docs.restaurant365.com/docs/home-overview.md): R365 Training Newsfeed overview — Feed, My Posts, and All Posts tabs, role-based visibility, likes, comments, and post types.
- [View Newsfeed Analytics and Comments](https://docs.restaurant365.com/docs/view-newsfeed-analytics-and-comments.md): View newsfeed post analytics and comments — click Insights for location, role, and per-user view/like data; click Comments for replies.
- [Send a Newsfeed Post](https://docs.restaurant365.com/docs/send-a-newsfeed-post.md): Send a newsfeed post in R365 Training — select locations/roles, attach media or Library content, set expiration, and enable notifications.
- [All Posts](https://docs.restaurant365.com/docs/all-posts.md): All Posts view — admin-only tab showing all newsfeed posts across every location and role for monitoring and engagement management.
- [Pin a Post](https://docs.restaurant365.com/docs/pin-a-post.md): Instructions for admins to pin a news feed post in R365 Training so it stays at the top of the feed until unpinned.
- [Moderate Posts](https://docs.restaurant365.com/docs/moderate-posts.md): Moderate newsfeed posts in R365 Training — flag inappropriate content; admins can hide, edit, or disable comments immediately.
- [Training](https://docs.restaurant365.com/docs/training.md)
- [View Completed Courses](https://docs.restaurant365.com/docs/view-completed-courses.md): Shows learners how to navigate to the Completed tab in R365 Training to review finished learning tracks and courses.
- [Troubleshoot a Blank Course](https://docs.restaurant365.com/docs/troubleshoot-a-blank-course.md): Fix a blank course in R365 Training — causes include shared links, disabled JavaScript. Use your own URL or enable JavaScript in your browser.
- [Complete a Self Check](https://docs.restaurant365.com/docs/complete-a-self-check.md): Complete a Self Check in R365 Training. Progress saves automatically; submission marks the item complete within the Learning Track.
- [Checklist](https://docs.restaurant365.com/docs/checklist.md)
- [Submit a Form (R365 Training)](https://docs.restaurant365.com/docs/submit-a-form-r365-training.md): Start, complete, and submit an ad-hoc form in R365 Training from the Checklists and Forms page. Reopen saved incomplete forms.
- [Complete a Checklist](https://docs.restaurant365.com/docs/complete-a-checklist.md): Complete an operations checklist in R365 Training — select a location's checklist, fill in items, add notes or photos, and submit.
- [My Tasks (ExpandShare)](https://docs.restaurant365.com/docs/my-tasks-expandshare.md)
- [Complete a Task (ExpandShare)](https://docs.restaurant365.com/docs/complete-a-task-expandshare.md): Complete an assigned task in R365 Training using the checkbox on the task row or the Mark as Complete button in Task Details.
- [Audits](https://docs.restaurant365.com/docs/audits.md)
- [Create an Action Plan](https://docs.restaurant365.com/docs/create-an-action-plan.md): Create an action plan from audit results — assign tasks with issue, action, due date, and assignee from a submitted audit report.
- [Library](https://docs.restaurant365.com/docs/library-category.md)
- [Library](https://docs.restaurant365.com/docs/library.md): R365 Training Library overview — Home, Favorites, and All Media tabs, folder navigation, favoriting, and full-text search of PDFs.
- [Upload Library Content](https://docs.restaurant365.com/docs/upload-library-content.md): Upload files, YouTube videos, and URLs to the R365 Training Library using the + button inside a folder. Multi-file selection is supported.
- [Manage Library Content](https://docs.restaurant365.com/docs/manage-library-content.md): Use the three-dot menu on library items to view details, download, share, copy, move, edit, or delete content in R365 Training.
- [Share Library Content](https://docs.restaurant365.com/docs/share-library-content.md): Share a library item to the R365 Training Newsfeed from the three-dot menu. Up to 10 items can attach to one post.
- [Create Thumbnails for Library Content](https://docs.restaurant365.com/docs/create-thumbnails-for-library-content.md): Add or replace folder thumbnails in the R365 Training Library. Recommended size is 1920x1080 at a 16:9 aspect ratio.
- [Folder Permissions](https://docs.restaurant365.com/docs/folder-permissions.md): Control which roles and locations can view library folders by setting Access permissions. Permissions cascade to all subfolders.
- [Add a YouTube Video to the Library](https://docs.restaurant365.com/docs/add-a-youtube-video-to-the-library.md): Embed a YouTube video in the R365 Training Library — navigate into a folder, click +, paste the URL, add a title, and save.
- [Replace Library Content](https://docs.restaurant365.com/docs/replace-library-content.md): Replace an existing library file using Replace Content — select the new version and save. The update propagates everywhere the file is used.
- [Location](https://docs.restaurant365.com/docs/location.md)
- [Location Dashboard Overview Tab](https://docs.restaurant365.com/docs/location-dashboard.md): Location Dashboard Overview tab in R365 Training — summarizes key metrics and links to training, checklist, badge, and ops data.
- [Badge Reporting Screen](https://docs.restaurant365.com/docs/badge-reporting-screen.md): Badge Reporting screen in R365 Training — tracks employee badge status and reporting data at the location level.
- [Badge Leaderboards](https://docs.restaurant365.com/docs/badge-leaderboards.md): Badge Leaderboards in R365 Training — employee rankings by badge count or achievement to encourage recognition at a location.
- [Send Newsfeed Post to Badge Recipients](https://docs.restaurant365.com/docs/send-newsfeed-post-to-badge-recipients.md): Send a targeted newsfeed post to all employees holding a specific badge at a location. Recipients are determined at send time.
- [Cross-Training Dashboard](https://docs.restaurant365.com/docs/cross-training-dashboard.md): Cross-Training Dashboard — shows role qualification coverage, gap analysis, and per-employee certification progress when Staffing is enabled.
- [Locations Screen (Training)](https://docs.restaurant365.com/docs/locations-screen-training.md): Locations screen in R365 Training — location-level data and navigation for managers and admins accessing training information.
- [Training Report](https://docs.restaurant365.com/docs/training-report.md): Location training report — course completion chart, learning track percentages, and per-employee summary tab. Exportable to CSV.
- [Daily Ops Reporting](https://docs.restaurant365.com/docs/daily-ops-reporting.md): View checklist completion reporting in the Location tab — today's or last 7 days' rates per checklist, with drill-in and date filtering.
- [Location Tasks](https://docs.restaurant365.com/docs/location-tasks.md): View and manage open location tasks by assignee. Filter by overdue or not overdue status and view completed tasks with full details.
- [Give Recognition](https://docs.restaurant365.com/docs/give-recognition.md): Give recognition to employees in R365 Training — open the employee's profile, type a message in the Recognition module, and submit.
- [View Recognition](https://docs.restaurant365.com/docs/view-recognition.md): View all recognition given to employees at your locations from the Location tab Recognition report, including submitter details.
- [Members](https://docs.restaurant365.com/docs/members.md)
- [Managing R365 Training Users](https://docs.restaurant365.com/docs/managing-expandshare-users-1.md)
- [Assign Training](https://docs.restaurant365.com/docs/assign-training.md): Assign optional learning tracks to individual users from the location tab in R365 Training.
- [User Profile (ExpandShare)](https://docs.restaurant365.com/docs/user-profile-expandshare.md): View an employee's R365 Training profile: roles, locations, completion percentage, and assigned tracks.
- [Add Users (ExpandShare)](https://docs.restaurant365.com/docs/add-users-expandshare.md): Add users to an R365 Training location via Team Code self-registration or direct email invitation.
- [Reinvite a User - R365 Training Members](https://docs.restaurant365.com/docs/reinvite-a-user-expandshare-members.md): Resend an R365 Training invite to users with a pending invited status via the three-dot menu.
- [Edit User Profiles](https://docs.restaurant365.com/docs/edit-user-profiles.md): Edit R365 Training user accounts: update name, email, hire date, roles, locations, or archive users.
- [Trainer Checks](https://docs.restaurant365.com/docs/trainer-checks.md): Overview of Trainer Checks in R365 Training: checklists managers use to sign off on employee training tasks outside eLearning.
- [Complete a Trainer Check](https://docs.restaurant365.com/docs/complete-a-trainer-check.md): Complete a trainer check for an employee: mark off checklist items and submit from their profile.
- [Translate a Course or Quiz](https://docs.restaurant365.com/docs/translate-a-course-or-quiz.md)
- [Admin - R365 Training](https://docs.restaurant365.com/docs/admin-expandshare.md)
- [Company](https://docs.restaurant365.com/docs/company.md)
- [Roles](https://docs.restaurant365.com/docs/roles.md)
- [Role-Based Permissions](https://docs.restaurant365.com/docs/role-based-permissions.md): Configure R365 Training role permissions in the Admin Dashboard to control access by role level.
- [Best Practices for Role Based Permissions](https://docs.restaurant365.com/docs/best-practices-for-role-based-permissions.md): Best practices for role hierarchy in R365 Training using general manager, trainer, and crew roles.
- [Team (Employee Training)](https://docs.restaurant365.com/docs/team-es.md)
- [Managing R365 Training Users](https://docs.restaurant365.com/docs/managing-expandshare-users.md): Manage R365 Training users at the location and company level: invite, edit, archive, and reassign.
- [Resolve Duplicate Users](https://docs.restaurant365.com/docs/resolve-duplicate-users.md): Identify and resolve duplicate user accounts in R365 Training caused by payroll system mismatches.
- [Reinvite a User - R365 Training Admin](https://docs.restaurant365.com/docs/reinvite-a-user.md): Resend invitations to users with a pending status from the Team tab using the three-dot menu.
- [Organizational Structure](https://docs.restaurant365.com/docs/organizational-structure.md)
- [Create a New Location (R365 Training)](https://docs.restaurant365.com/docs/create-a-new-location-expandshare.md): Create a new location or management level in R365 Training from the Organizational Structure page.
- [Training (Admin)](https://docs.restaurant365.com/docs/training-admin.md): R365 Training offers tailored training content for employees, enhancing learning through direct assignments and automated distribution for effective skill development.
- [Training Assets](https://docs.restaurant365.com/docs/training-assets.md)
- [Courses/Quizzes](https://docs.restaurant365.com/docs/courses.md)
- [Edit a Course or Quiz Using the AI Editor](https://docs.restaurant365.com/docs/edit-a-course-or-quiz-using-the-ai-editor.md): Use the conversational AI editor to update draft courses and quizzes in R365 Training.
- [Create an AI-Generated Course or Quiz](https://docs.restaurant365.com/docs/create-a-ai-generated-course-or-quiz.md): Use the AI generator in R365 Training to create a new course or quiz from a topic or description.
- [Translate a Course or Quiz](https://docs.restaurant365.com/docs/translate-a-course-or-quiz-1.md)
- [Legacy Courses](https://docs.restaurant365.com/docs/legacy-courses.md)
- [Course Builder Modules](https://docs.restaurant365.com/docs/course-builder-modules.md): Module types available in the legacy R365 Training course builder: content, quiz, video, and more.
- [Course Builder Best Practices](https://docs.restaurant365.com/docs/course-builder-best-practices.md): Authoring tips for legacy R365 Training courses: text intros, missed question feedback, and pacing.
- [Add Videos to a Course](https://docs.restaurant365.com/docs/add-videos-to-a-course.md): Upload video files to a legacy R365 Training course using the course builder module.
- [Create a Simple Voiceover](https://docs.restaurant365.com/docs/create-a-simple-voiceover.md): Create a simple menu training voiceover video using an iPhone and basic editing tools.
- [Add Text to a Course](https://docs.restaurant365.com/docs/add-text-to-a-course.md): Add a text module to an R365 Training legacy course using the course builder interface.
- [Course Builder](https://docs.restaurant365.com/docs/course-builder.md): Legacy course builder overview: sections vs. modules, navigation, and content organization.
- [Add a YouTube Video to a Course](https://docs.restaurant365.com/docs/add-a-youtube-video-to-a-course.md): Embed a YouTube video into an R365 Training course using the legacy course builder.
- [Add Images to a Course](https://docs.restaurant365.com/docs/add-images-to-course.md): Add an image module to a legacy R365 Training course: upload a photo and configure display options.
- [Quiz Grading](https://docs.restaurant365.com/docs/quiz-grading.md): How quiz grading works in the legacy course builder: Submit and Check Answer modes explained.
- [Create Screen Capture Videos](https://docs.restaurant365.com/docs/create-screen-capture-videos.md): Recommended screencasting tools for creating R365 Training videos, including commercial and free options.
- [Upload PowerPoint Files (PPTX, PPT)](https://docs.restaurant365.com/docs/upload-powerpoint-files-pptx-ppt.md): Use PowerPoint content in R365 Training by converting slides to video or uploading as images.
- [Add Questions to a Course](https://docs.restaurant365.com/docs/add-questions-to-a-course.md): Create multiple choice and free response questions in the R365 Training legacy course builder.
- [Training Checklists](https://docs.restaurant365.com/docs/training-checklists.md)
- [Create Trainer and Self Checks](https://docs.restaurant365.com/docs/create-trainer-and-self-checks.md): Steps to build trainer and self checks in R365 Training, including sections, items, scoring, and publishing.
- [Learning Tracks](https://docs.restaurant365.com/docs/learning-tracks.md)
- [Learning tracks 2.0](https://docs.restaurant365.com/docs/learning-tracks-20.md): Reference guide for the Learning Track Editor version 2.0, covering the header, task list, and Edit Task pane controls.
- [Build a Learning Track With Version 2.0](https://docs.restaurant365.com/docs/building-a-learning-track-with-version-20.md): Create a learning track with the v2.0 builder: start options, content blocks, and publishing steps.
- [Build a Learning Track With Version 1.0](https://docs.restaurant365.com/docs/building-a-learning-track-with-version-10.md): Create a learning track in R365 Training using version 1.0 of the track builder.
- [Custom Thumbnails](https://docs.restaurant365.com/docs/custom-thumbnails.md): Add custom thumbnail images to learning tracks and library folders in R365 Training.
- [Delete Learning Track Assignments](https://docs.restaurant365.com/docs/delete-learning-track-assignments.md): Remove learning track assignments from a user profile, location, or admin assignments panel.
- [Create a Learning Track](https://docs.restaurant365.com/docs/create-a-learning-track.md): Create a learning track in the Admin tab: add courses, trainer checks, and set completion rules.
- [Translate a Learning Track](https://docs.restaurant365.com/docs/translate-a-learning-track-1.md)
- [Assignments](https://docs.restaurant365.com/docs/assignments.md): Assign training to your team easily through the admin dashboard, set deadlines, and manage user enrollments for effective learning.
- [Force Complete Assignments](https://docs.restaurant365.com/docs/force-complete-assignments.md): Mark training assignments as complete on behalf of users using the Force Complete tool.
- [Automations](https://docs.restaurant365.com/docs/automations-expandshare.md)
- [Assign with Automations](https://docs.restaurant365.com/docs/assign-with-automations.md): Use automations to automatically assign training tracks to users based on role or location.
- [Marketplace](https://docs.restaurant365.com/docs/marketplace.md)
- [Marketplace Overview](https://docs.restaurant365.com/docs/marketplace-overview.md): R365 Training Marketplace overview: how courses import to Training Assets and licensing details.
- [Marketplace Catalogue List](https://docs.restaurant365.com/docs/marketplace-catalogues.md): Marketplace Catalogue List: browse all available catalogues and filter by category or partner.
- [Import a Course or Checklist from the Marketplace](https://docs.restaurant365.com/docs/import-from-marketplace.md): Import a course to Training Assets or a checklist from the R365 Training Marketplace.
- [Marketplace Page](https://docs.restaurant365.com/docs/marketplace-page.md): Marketplace page UI reference: Partners, New, Recently Updated buttons and sections explained.
- [Marketplace Partners Screen](https://docs.restaurant365.com/docs/partners-catalogue-page.md): Navigate the Marketplace Partners screen listing all available catalogues in R365 Training.
- [Catalogue Screen](https://docs.restaurant365.com/docs/catalogue-page.md): Browse and filter courses on the Marketplace Catalogue screen in R365 Training.
- [Marketplace Course/Checklist Details](https://docs.restaurant365.com/docs/marketplace-coursechecklist-details.md): View course and checklist details on the Marketplace details screen including fields and previews.
- ['New' and 'Recently Updated' Screens](https://docs.restaurant365.com/docs/new-and-recently-updated-marketplace-content.md): New and Recently Updated Marketplace screens list the latest additions to the R365 Training catalogue.
- [Filter the Marketplace Catalogue](https://docs.restaurant365.com/docs/filter-the-marketplace-catalogue.md): Filter Marketplace courses and checklists by product tag on the Catalogue screen.
- [Submit a Marketplace Idea](https://docs.restaurant365.com/docs/submit-a-marketplace-idea.md): Submit a new Marketplace content idea using the lightbulb button on the Marketplace page.
- [Checklists (Admin)](https://docs.restaurant365.com/docs/checklists-admin.md): Manage your R365 Training checklists with ease—create, edit, and track daily, periodic, and audit tasks for efficient location operations.
- [Daily Ops Checklists](https://docs.restaurant365.com/docs/daily-ops-checklists.md)
- [Create a Daily Ops Checklist](https://docs.restaurant365.com/docs/create-a-daily-ops-checklist.md): Create a daily operations checklist with title, description, schedule, and checklist items.
- [Reopen Submitted Checklists](https://docs.restaurant365.com/docs/reopen-submitted-checklists.md): Reopen a completed daily checklist on the same day as a company admin in R365 Training.
- [Audit Checklists](https://docs.restaurant365.com/docs/audit-checklists.md)
- [Create an Audit Checklist](https://docs.restaurant365.com/docs/create-an-audit-checklist.md): Create an audit checklist with title, frequency, optional scoring, and item configuration.
- [Configure Forms (R365 Training)](https://docs.restaurant365.com/docs/configure-forms-r365-training.md): Configure form-type checklist items in R365 Training including field types and required settings.
- [Checklist Audience Customization](https://docs.restaurant365.com/docs/checklist-audience-customization.md): Set a custom audience for a checklist by selecting specific locations or roles in R365 Training.
- [Building Checklists](https://docs.restaurant365.com/docs/building-checklists.md): Build Daily Ops, Periodic, or Audit checklists: set title, due time, items, and audience.
- [Translate a Daily, Periodic, Audit, or Training Checklist](https://docs.restaurant365.com/docs/translate-a-daily-periodic-audit-or-training-checklist.md)
- [Knowledge Base](https://docs.restaurant365.com/docs/training-knowledge-base.md)
- [Maximizing the Effectiveness of the AI-Powered Chatbot](https://docs.restaurant365.com/docs/maximizing-the-effectiveness-of-the-ai-powered-chatbot.md): Improve AI chatbot performance in R365 Training by enhancing document quality and structure.
- [Training Translation](https://docs.restaurant365.com/docs/translation.md)
- [Training Translation Overview](https://docs.restaurant365.com/docs/training-translation-overview.md): R365 Training multi-language support: how learners select languages and content displays.
- [Training Translation Language List](https://docs.restaurant365.com/docs/training-translation-language-list.md): Languages supported by R365 Training for UI localization including English, Spanish, and more.
- [Translate a Learning Track](https://docs.restaurant365.com/docs/translate-a-learning-track.md): Add translations to a learning track in R365 Training from the Learning Track editor.
- [Translate a Course or Quiz](https://docs.restaurant365.com/docs/translate-a-course.md): Translate course and quiz content in R365 Training including text, questions, and answer options.
- [Translate a Daily, Periodic, Audit, or Training Checklist](https://docs.restaurant365.com/docs/translate-a-checklist.md): Add translations to daily, periodic, audit, or training checklists in R365 Training.
- [Employee Training Integrations](https://docs.restaurant365.com/docs/employee-training-integrations-category.md)
- [Training Integrations](https://docs.restaurant365.com/docs/employee-training-integrations.md): R365 Training user management integrations with Restaurant365, 7Shifts, Homebase, and Toast.
- [R365 Traning - Restaurant365 Integration Setup](https://docs.restaurant365.com/docs/employee-training-restaurant365-integration-setup.md): Set up R365 Training with Restaurant365: submit a request and configure employee data sync.
- [R365 Traning - Homebase Integration Setup](https://docs.restaurant365.com/docs/expandshare-homebase-integration-setup.md): Set up R365 Training with Homebase: retrieve a Homebase API key and configure the integration.
- [R365 Training - 7Shifts Integration Setup](https://docs.restaurant365.com/docs/expandshare-7shifts-integration-setup.md): Integrate R365 Training with 7Shifts: requires The Works plan and OAuth authorization steps.
- [R365 Training - Toast Integration Setup](https://docs.restaurant365.com/docs/expandshare-toast-integration-setup.md): Set up R365 Training integration with Toast POS: requires Toast Partner Connect access.
- [Admin](https://docs.restaurant365.com/docs/admin.md): Overview of the Admin section in R365 Training, covering roles, users, training assets, learning tracks, and settings.
- [Administration FAQ](https://docs.restaurant365.com/docs/administration-faq-1.md)
- [Accounting Admin](https://docs.restaurant365.com/docs/accounting-admin.md)
- [Beginning Balance](https://docs.restaurant365.com/docs/beginning-balance.md)
- [Enter a Beginning Balance Transaction](https://docs.restaurant365.com/docs/entering-beginning-balance-transactions.md): Create opening balance records for GL accounts, AP, and AR transactions in R365.
- [Historical Sales](https://docs.restaurant365.com/docs/historical-sales.md): Import pre-cutover sales data for prior-year comparisons on the R365 Flash Report.
- [Beginning Balance Difference – Unassigned Vendor or Customer](https://docs.restaurant365.com/docs/beginning-balance-difference-unassigned-vendor-or-customer.md): Fix UNASSIGNED VENDOR on the AP Aging report caused by beginning balance vendor mismatches.
- [Custom Fields](https://docs.restaurant365.com/docs/custom-fields-folder.md)
- [Custom Fields Overview](https://docs.restaurant365.com/docs/custom-fields.md): User-defined custom fields for AP invoices, AP credit memos, and journal entries in R365.
- [Custom Fields Page](https://docs.restaurant365.com/docs/custom-fields-page.md): Custom Fields list reference: navigation, grid columns, and record management options.
- [Custom Field Record](https://docs.restaurant365.com/docs/custom-field-record.md): Custom field record interface: General Info, Options table, and record type assignments.
- [Custom Fields on Transactions](https://docs.restaurant365.com/docs/custom-fields-on-transactions.md): Custom fields on AP Invoices, AP Credit Memos, and Journal Entries: how they display and save.
- [Create a Custom Field](https://docs.restaurant365.com/docs/create-a-custom-field.md): Create a custom field: name the field, add options, and assign it to a transaction record type.
- [Delete a Custom Field](https://docs.restaurant365.com/docs/delete-a-custom-field.md): Delete a custom field in R365 that has never been applied to a transaction record.
- [Edit a Custom Field](https://docs.restaurant365.com/docs/edit-a-custom-field.md): Edit a custom field's name, options, and record assignments in the Custom Fields admin page.
- [Deactivate or Activate a Custom Field](https://docs.restaurant365.com/docs/deactivate-or-activate-a-custom-field.md): Deactivate or reactivate a custom field to restrict or re-enable use on transaction records.
- [Currency Conversion Factors](https://docs.restaurant365.com/docs/currency-conversion-factors.md): Configure currency conversion factors in R365 Accounting Admin for multi-currency operations.
- [Fiscal Years](https://docs.restaurant365.com/docs/fiscal-years-folder.md)
- [Fiscal Years Overview](https://docs.restaurant365.com/docs/fiscal-years.md): How fiscal and operational years work per legal entity and when separate calendars are needed.
- [Fiscal Period Setup Page](https://docs.restaurant365.com/docs/fiscal-period-setup-page.md): Fiscal Period Setup record reference: Legal Entity, period dates, and configuration fields.
- [Fiscal Years Page](https://docs.restaurant365.com/docs/fiscal-years-page.md): Fiscal Years list reference: displays all configured fiscal years per legal entity in R365.
- [Create Fiscal and Operational Years/Periods](https://docs.restaurant365.com/docs/fiscal-periodyear-setup.md): Create fiscal years: auto-generate from an existing year, copy structure, or build manually.
- [Create Custom Periods](https://docs.restaurant365.com/docs/create-custom-periods.md): Manually create custom periods within a fiscal year when auto-generation does not fit your structure.
- [Edit a Fiscal Year](https://docs.restaurant365.com/docs/edit-a-fiscal-year.md): Edit an existing fiscal year record: update name, dates, and period structure in R365.
- [Configure Operational Years, Periods, and Workweeks](https://docs.restaurant365.com/docs/edit-operational-years-periods-and-work-weeks.md): Configure an operational year on a legal entity: set periods, workweeks, and start dates.
- [Advanced Close: Fiscal Year](https://docs.restaurant365.com/docs/advanced-close-fiscal-year.md): Advanced Close: lock and unlock fiscal periods and modules to control posting access in R365.
- [Open or Close a Period](https://docs.restaurant365.com/docs/closing-a-period.md): Open or close a fiscal period using the Legal Entity record, Fiscal Years page, or period record.
- [Open a Fiscal Period](https://docs.restaurant365.com/docs/reopen-a-closed-fiscal-year.md): Reopen a closed fiscal year by updating the Closed Date or reopening periods individually.
- [Fiscal and Operational Combined Setting](https://docs.restaurant365.com/docs/fiscal-and-operational-combined-setting.md): Fiscal and Operational Combined checkbox: when one calendar drives both fiscal and operational data.
- [Fiscal and Operational Calendars in Reports](https://docs.restaurant365.com/docs/fiscal-and-operational-calendars-in-reports.md)
- [GL Export](https://docs.restaurant365.com/docs/gl-export-tool.md): Export GL data from R365 Accounting Admin in multiple formats for external reporting.
- [GL Types Page](https://docs.restaurant365.com/docs/gl-types-page.md): GL Types list reference: navigation, grid columns, and how GL types classify chart of accounts.
- [Workflows](https://docs.restaurant365.com/docs/workflows-folder.md)
- [Workflows Overview](https://docs.restaurant365.com/docs/workflows.md): Workflows enable multi-level approval chains for AP invoices and other transactions in R365.
- [Workflows Example Flowchart](https://docs.restaurant365.com/docs/workflows-example-flowchart.md): Visual walkthrough of a multi-level workflow approval process using an example AP invoice.
- [Approvals in Workflows](https://docs.restaurant365.com/docs/approvals-in-workflows.md): Workflow approvals: hierarchy rules, how higher-level approvers override, and notification behavior.
- [Workflow Approval Groups](https://docs.restaurant365.com/docs/workflow-approval-groups.md): Create and manage Workflow Approval Groups so multiple users can approve transactions together.
- [Workflows Setup](https://docs.restaurant365.com/docs/workflows-setup.md): Configure approval chains in Workflow Setup: add approvers, set thresholds, and assign locations.
- [Brands](https://docs.restaurant365.com/docs/brands.md)
- [Brand-Managed Instances Overview](https://docs.restaurant365.com/docs/brand-managed-instances-overview.md): Brand-managed instances in R365: relationship between corporate and franchisee accounts explained.
- [Brand Connector](https://docs.restaurant365.com/docs/brand-connector.md): Brand Connector page: franchisees view brands that have added them and manage brand connections.
- [Brand User Roles](https://docs.restaurant365.com/docs/brand-user-roles.md): Brand-level user roles: how access works across corporate and franchisee R365 instances.
- [Brand Report Roles](https://docs.restaurant365.com/docs/brand-report-roles.md): Report roles for brand-level users in R365 and how access to financial reports is controlled.
- [Brand-Managed Inventory](https://docs.restaurant365.com/docs/brand-managed-items-overview.md): Brands centrally manage purchased items, vendors, and recipes across franchisee instances in R365.
- [Brand Manager](https://docs.restaurant365.com/docs/brand-manager.md): Brand Manager: create and manage brands, franchisee links, and brand-level settings in R365.
- [Verified Email Addresses (Brand-Managed Instances)](https://docs.restaurant365.com/docs/verified-email-addresses-brand-managed-instances.md): Email verification requirements for brand-managed R365 instances: how verified addresses work.
- [Brand Location Groups](https://docs.restaurant365.com/docs/brand-location-groups.md)
- [Brand Location Group Overview](https://docs.restaurant365.com/docs/brand-location-group-overview.md): Brand location groups: customizable single- or multi-level groupings for enterprise reporting.
- [Add a Brand Location Group](https://docs.restaurant365.com/docs/add-a-brand-location-group.md): Create a new brand location group on the Brand Manager page and assign locations to it.
- [Delete a Brand Location Group](https://docs.restaurant365.com/docs/delete-a-brand-location-group.md): Delete a brand location group from the Brand Manager page when it has no active assignments.
- [Assign Locations by Brand Location Group](https://docs.restaurant365.com/docs/assign-locations-by-brand-location-group.md): Assign external location access to corporate users via brand location groups in R365.
- [Filter Enterprise Reports by Brand Location Group](https://docs.restaurant365.com/docs/filter-enterprise-reports-by-brand-location-group.md): Filter enterprise reports by brand location group from the report filters in R365.
- [API Managed Users](https://docs.restaurant365.com/docs/api-managed-users-1.md)
- [Multi-Instance Switching Overview](https://docs.restaurant365.com/docs/multi-instance-switching-overview.md)
- [Import](https://docs.restaurant365.com/docs/import.md)
- [Import](https://docs.restaurant365.com/docs/import-category.md)
- [Import Hub](https://docs.restaurant365.com/docs/import-hub-index.md)
- [Import Hub Overview](https://docs.restaurant365.com/docs/import-tool-page.md): Import Hub overview: centralized page for onboarding data imports from QuickBooks and other sources.
- [QuickBooks Vendor Import Screen](https://docs.restaurant365.com/docs/quickbooks-vendors-import-screen.md): QuickBooks Vendor Import screen in the Import Hub: view and manage vendor import records.
- [Import a QuickBooks Chart of Accounts](https://docs.restaurant365.com/docs/chart-of-accounts-import.md): Import a QuickBooks chart of accounts into R365 via the Import Hub.
- [Import QuickBooks Vendors](https://docs.restaurant365.com/docs/import-quickbooks-vendors.md): Import vendors from QuickBooks Online into R365 via the Import Hub step-by-step process.
- [Import Hub FAQ](https://docs.restaurant365.com/docs/import-hub-faq.md): Import Hub FAQ: supported record types, error handling, and beta feature limitations.
- [Manage the QuickBooks Online Integration](https://docs.restaurant365.com/docs/manage-the-quickbooks-online-integration-1.md)
- [Import Page](https://docs.restaurant365.com/docs/import-tool.md): R365 Import Tool: create or update Vendors, GL Accounts, and other records via file upload.
- [Employee Update Templates](https://docs.restaurant365.com/docs/employee-update-templates.md): Employee update import templates: batch-update employee records in R365 using CSV files.
- [Radar Imports](https://docs.restaurant365.com/docs/radar-to-r365-accounting-import.md): Import Radar accounting data into R365: file format requirements and field mapping details.
- [Integrations](https://docs.restaurant365.com/docs/integration-documentation.md)
- [POS Integration](https://docs.restaurant365.com/docs/pos-integration.md)
- [POS Integration Overview](https://docs.restaurant365.com/docs/pos-integration-overview.md): R365 POS integrations overview: how sales and labor data flow from POS systems into R365.
- [POS Integrations List](https://docs.restaurant365.com/docs/pos-integrations-list.md): POS systems that integrate with R365 and the integration types each supports.
- [Change POS Systems](https://docs.restaurant365.com/docs/change-pos-system.md): Checklist and guidance for switching POS systems in R365: preparation steps and data migration.
- [POS Sales Integrations](https://docs.restaurant365.com/docs/pos-sales-integrations.md): POS sales integrations import transaction-level data including menu items and tenders into R365.
- [POS Sales Summary Integrations](https://docs.restaurant365.com/docs/pos-summary-integrations.md): POS Summary Integrations create a Daily Sales Summary from aggregated POS totals in R365.
- [Labor Integrations](https://docs.restaurant365.com/docs/labor-integrations.md): Labor integrations import employee time punches, job codes, and pay rates from POS to R365.
- [Intraday Polling](https://docs.restaurant365.com/docs/intraday-polling.md): Intraday Polling polls POS sales and labor data every 15 to 30 minutes throughout the day.
- [Schedule Writeback](https://docs.restaurant365.com/docs/scheduling-schedule-writeback.md): Schedule Writeback pushes published R365 schedules to compatible POS systems automatically.
- [POS Modifier Management](https://docs.restaurant365.com/docs/pos-modifier-management.md)
- [POS Menu Item Modifier Management](https://docs.restaurant365.com/docs/pos-menu-item-modifier-management.md): POS Menu Item Modifier Management improves recipe accuracy by tracking modifier-level sales data.
- [Setting up POS Menu Item Modifier Management](https://docs.restaurant365.com/docs/setting-up-pos-menu-item-modifier-management.md): Set up POS Menu Item Modifier Management with R365 Professional Services support.
- [POS Integration Setup](https://docs.restaurant365.com/docs/pos-integration-setup.md)
- [Configure a Location Record for a POS Integration](https://docs.restaurant365.com/docs/pos-integration-settings-location-record.md): Required location record settings before activating a POS integration: POS type and revenue center.
- [POS Integration Settings: Preferences Screen](https://docs.restaurant365.com/docs/pos-integration-settings-preferences-screen.md): POS-related settings on the System Preferences Miscellaneous tab in R365.
- [POS Integration Settings: POS Groups](https://docs.restaurant365.com/docs/pos-integration-settings-pos-groups.md): POS Groups: group POS systems by concept to separate payment types and sales categories.
- [Revenue Center Split](https://docs.restaurant365.com/docs/revenue-center-split.md): Split POS sales data by revenue center such as bar, dining room, or patio in R365.
- [Connect a Cloud POS](https://docs.restaurant365.com/docs/connect-a-cloud-pos.md): Connect a cloud-based POS to R365 via API authorization and integration setup steps.
- [Connect a Local Install POS](https://docs.restaurant365.com/docs/connect-a-local-install-pos.md): Connect a local install POS to R365 by installing the R365 POS connector software.
- [POS Integration Whitelisted URLs & IP Addresses](https://docs.restaurant365.com/docs/pos-integration-whitelisted-urls-ip-addresses.md): URLs and IP addresses that must be whitelisted for R365 POS integration connectivity.
- [Connect an FTP POS](https://docs.restaurant365.com/docs/connect-an-ftp-pos.md): Connect a POS system using FTP file transfer in R365: configure credentials and folder paths.
- [POS Systems](https://docs.restaurant365.com/docs/pos-systems.md)
- [Toast POS Integration](https://docs.restaurant365.com/docs/toast-pos-integration.md): R365 and Toast POS integration: connection requirements, data flow, and configuration details.
- [Aloha POS Integration](https://docs.restaurant365.com/docs/aloha-pos-integration.md): R365 and Aloha POS integration: connection requirements, data flow, and configuration details.
- [Brink POS Integration](https://docs.restaurant365.com/docs/brink-pos-integration-2.md): R365 and Brink POS integration: connection requirements, data flow, and configuration details.
- [POSitouch POS Integration](https://docs.restaurant365.com/docs/positouch-pos-integration.md): R365 and POSitouch integration: connection requirements, data flow, and configuration details.
- [Qu POS Integration](https://docs.restaurant365.com/docs/qu-pos-integration.md): R365 and Qu POS integration: connection requirements, data flow, and configuration details.
- [Revel POS Integration](https://docs.restaurant365.com/docs/revel-pos-integration.md): R365 and Revel POS integration: connection requirements, data flow, and configuration details.
- [Sicom POS Integration](https://docs.restaurant365.com/docs/sicom-pos-integration.md): R365 and Sicom POS integration: connection requirements, data flow, and configuration details.
- [Square POS Integration](https://docs.restaurant365.com/docs/square-pos-integration.md): R365 and Square POS integration: connection requirements, data flow, and configuration details.
- [Tray POS Integration](https://docs.restaurant365.com/docs/tray-pos-integration.md): R365 and Tray POS integration: connection requirements, data flow, and configuration details.
- [Xpient POS Integration](https://docs.restaurant365.com/docs/xpient-pos-integration.md): R365 and Xpient POS integration: connection requirements, data flow, and configuration details.
- [Xenial Cloud POS Integration](https://docs.restaurant365.com/docs/xenial-cloud-pos-integration.md): R365 and Xenial Cloud POS integration: connection requirements, data flow, and setup details.
- [New Integrations for POS Systems](https://docs.restaurant365.com/docs/new-integrations-for-pos-systems.md)
- [POS Integration Import Template](https://docs.restaurant365.com/docs/completing-the-pos-integration-import-template.md): Complete the POS integration import template to set up new POS system connections in R365.
- [Vendor Integrations](https://docs.restaurant365.com/docs/vendor-integrations.md)
- [Vendor Integrations List](https://docs.restaurant365.com/docs/vendor-integrations-list.md): Reference list of all vendors integrated with R365 and whether each supports EDI or order guides.
- [Electronic Data Interchange (EDI)](https://docs.restaurant365.com/docs/edi-category.md)
- [Electronic Data Interchange (EDI) Overview](https://docs.restaurant365.com/docs/edi.md): EDI in R365: AP invoice and credit memo imports via FTP, supported vendors, and data mapping.
- [EDI Vendor: US Foods](https://docs.restaurant365.com/docs/edi-vendor-us-foods.md): Set up US Foods EDI (A2A invoicing) with R365: contact US Foods and configure FTP settings.
- [EDI - AP Invoice Tax Inclusion](https://docs.restaurant365.com/docs/edi-ap-invoice-tax-inclusion.md): Include tax in EDI AP invoice imports using two methods in the R365 EDI configuration.
- [Identify EDI Import Errors](https://docs.restaurant365.com/docs/identify-edi-import-errors.md): Identify EDI import errors using the Docs to Process Log: filter, locate, and resolve failed files.
- [Troubleshooting EDI Imports](https://docs.restaurant365.com/docs/troubleshooting-edi-imports.md): Troubleshoot failed EDI imports: common error types, root causes, and resolution steps.
- [Order Guides Vendor Integrations](https://docs.restaurant365.com/docs/order-guides-vendor-integrations.md): Vendor order guide integrations update item availability and pricing automatically in R365.
- [Fintech Integration](https://docs.restaurant365.com/docs/fintech-integration.md): R365-Fintech invoice integration: prerequisites, setup requirements, and data flow overview.
- [Receiving Fintech Files](https://docs.restaurant365.com/docs/receiving-fintech-files.md): Fintech delivers vendor statements via FTP as AP invoices in R365 automatically.
- [Craftable Integration](https://docs.restaurant365.com/docs/craftable-integration.md): R365-Craftable invoice integration: prerequisites, setup requirements, and data flow overview.
- [Integrations Page](https://docs.restaurant365.com/docs/integrations-menu.md): Integrations page in R365: central location to view and manage all active integrations.
- [Invoices Integrations](https://docs.restaurant365.com/docs/invoices-integrations.md)
- [Supplyit Integration](https://docs.restaurant365.com/docs/supplyit-integration-category.md)
- [Supplyit Integration Overview](https://docs.restaurant365.com/docs/supplyit-integration.md): Supplyit food management integration with R365: coverage, sync behavior, and setup overview.
- [Connect or Disconnect Supplyit](https://docs.restaurant365.com/docs/connect-or-disconnect-supplyit.md): Connect or disconnect the Supplyit integration in R365 from the Integrations page.
- [Supplyit Integration Sidesheet](https://docs.restaurant365.com/docs/supplyit-integration-sidesheet.md): Supplyit Integration sidesheet: view, repoll, and reprocess invoices from the integration panel.
- [Repoll or Reprocess Supplyit Invoices](https://docs.restaurant365.com/docs/repoll-or-reprocess-supplyit-invoices.md): Repoll or reprocess Supplyit invoices from the integration sidesheet in R365.
- [NDCP Integration](https://docs.restaurant365.com/docs/ndcp-integration.md)
- [NDCP Integration](https://docs.restaurant365.com/docs/ndcp-integration-1.md): NDCP (Dunkin supply chain) integration with R365: invoice sync and configuration overview.
- [Connect or Disconnect NDCP](https://docs.restaurant365.com/docs/connect-or-disconnect-ndcp.md): Connect or disconnect the NDCP integration in R365 from the Integrations page.
- [NDCP Integration Sidesheet](https://docs.restaurant365.com/docs/ndcp-integration-sidesheet.md): NDCP Integration sidesheet: view, repoll, and reprocess invoices from the integration panel.
- [Repoll or Reprocess NDCP Invoices](https://docs.restaurant365.com/docs/repoll-or-reprocess-ndcp-invoices.md): Repoll or reprocess NDCP invoices from the integration sidesheet in R365.
- [Banking Integrations](https://docs.restaurant365.com/docs/banking-integrations.md)
- [QuickBooks](https://docs.restaurant365.com/docs/quickbooks.md)
- [QuickBooks Online Integration Overview](https://docs.restaurant365.com/docs/quickbooks-online-integration.md): QuickBooks Online integration with R365: supported data flows, setup requirements, and overview.
- [Data Push to QBO](https://docs.restaurant365.com/docs/data-push-to-qbo.md): R365 pushes financial data to QBO when records are completed: supported record types explained.
- [QuickBooks Connection Window](https://docs.restaurant365.com/docs/quickbooks-connection-window.md): QuickBooks Connection Window reference: buttons, status indicators, and connection actions.
- [QuickBooks Vendor Import Screen](https://docs.restaurant365.com/docs/quickbooks-vendor-import-screen.md)
- [Classic - Import QuickBooks Vendors](https://docs.restaurant365.com/docs/classic-import-quickbooks-vendors.md): Import QuickBooks vendors into R365 via the classic Import page step-by-step process.
- [Manage the QuickBooks Online Integration](https://docs.restaurant365.com/docs/manage-the-quickbooks-online-integration.md): Manage the QuickBooks Online integration in R365: add and disconnect QBO company accounts.
- [Connecting Multiple QBO Instances to R365](https://docs.restaurant365.com/docs/connecting-multiple-qbo-instances-to-r365.md): Connect multiple QBO company accounts to a single R365 instance from the Integrations page.
- [Manage QuickBooks GL Account Mapping](https://docs.restaurant365.com/docs/manage-quickbooks-gl-account-mapping.md): Map R365 GL accounts to QBO accounts individually or in bulk from the mapping screen.
- [Manage QuickBooks Vendor Mapping](https://docs.restaurant365.com/docs/manage-quickbooks-vendor-mapping.md): Map R365 vendors to QBO vendors to enable invoice transmission to QuickBooks Online.
- [Manage QuickBooks Item Mapping](https://docs.restaurant365.com/docs/manage-quickbooks-item-mapping.md): Map R365 purchased items and recipes to QBO external cost and inventory accounts.
- [Manage QuickBooks Location Mapping](https://docs.restaurant365.com/docs/manage-quickbooks-location-mapping.md): Map R365 locations to QBO companies from the Location tab of the QBO mapping screen.
- [Manage QuickBooks POS Mapping](https://docs.restaurant365.com/docs/manage-quickbooks-pos-mapping.md): Manage POS mapping on the QBO integration POS tab to link POS accounts to QBO accounts.
- [QuickBooks Mapping Screen](https://docs.restaurant365.com/docs/quickbooks-mapping-screen.md): QuickBooks mapping screen reference: GL Account, Vendor, Item, and Location mapping tabs.
- [Loomis Integration](https://docs.restaurant365.com/docs/smart-safe-integration.md)
- [Loomis Integration](https://docs.restaurant365.com/docs/loomis-integration.md): Loomis smart safe integration with R365: how deposits sync and what data flows automatically.
- [Connect or Disconnect a Loomis Integration](https://docs.restaurant365.com/docs/connect-or-disconnect-a-smart-safe-integration.md): Connect or disconnect a Loomis smart safe integration from the R365 Integrations page.
- [Edit Smart Safe Mapping](https://docs.restaurant365.com/docs/edit-smart-safe-connections.md): Update smart safe account mapping in R365 after initial Loomis integration setup.
- [Smart Safes Manual Repoll](https://docs.restaurant365.com/docs/smart-safes-manual-repoll.md): Manual Repoll tool in the Loomis Connection Mapping sidesheet: select dates and trigger a repoll.
- [Submitting Smart Safe Deposits](https://docs.restaurant365.com/docs/submitting-smart-safes-deposits.md): Submit cash deposits via the Loomis account portal and confirm they sync to R365.
- [Employee HR Management Integrations](https://docs.restaurant365.com/docs/employee-pull-integrations.md)
- [Employee HR Management Integrations Overview](https://docs.restaurant365.com/docs/employee-hr-management-integrations-overview.md): R365 employee HR management integrations: supported systems, sync scope, and setup overview.
- [Connection Page - HR Management Integrations](https://docs.restaurant365.com/docs/hr-management-integration-connection-page.md): HR Management Integration Connection page reference: status, sync controls, and mapping links.
- [Integration Mapping Page - HR Management Integrations](https://docs.restaurant365.com/docs/hr-management-integration-mapping-page.md): Integration Mapping page reference for configuring HR management integration field mappings.
- [Initial Mapping - Employee HR Management Integrations](https://docs.restaurant365.com/docs/initial-mapping-employee-hr-management-integrations.md): Initial mapping for HR management integrations: legal entities, locations, jobs, and employees.
- [Maintaining Employee HR Management Integrations](https://docs.restaurant365.com/docs/maintaining-employee-hr-management-integrations.md): Ongoing maintenance for HR management integrations: job changes, new hires, and error resolution.
- [Map Legal Entities - HR Management Integrations](https://docs.restaurant365.com/docs/map-legal-entities-hr-management-integration.md): Map HR system legal entities to R365 legal entities for AllianceHCM and Workday integrations.
- [Map Locations - HR Management Integrations](https://docs.restaurant365.com/docs/map-locations-rh-management-integration.md): Map HR system locations to R365 locations from the Locations tab of the Integration Mapping page.
- [Map Jobs - HR Management Integrations](https://docs.restaurant365.com/docs/map-jobs-hr-management-integration.md): Map HR system jobs to R365 jobs from the Jobs tab of the Integration Mapping page.
- [Map Employees - HR Management Integrations](https://docs.restaurant365.com/docs/map-employees-hr-management-integration.md): Map HR system employees to R365 employees from the Employees tab of the Integration Mapping page.
- [Manually Sync an HR Management Integration](https://docs.restaurant365.com/docs/manually-sync-a-hr-management-integration.md): Trigger an immediate manual sync for HR management integrations from the Connection page.
- [Disconnect an HR Management Integration](https://docs.restaurant365.com/docs/disconnect-a-hr-management-integration.md): Disconnect an HR management integration (AllianceHCM, Workday, UKG) from R365.
- [Workday Integration](https://docs.restaurant365.com/docs/workday-integration-category.md)
- [Workday Integration Overview](https://docs.restaurant365.com/docs/workday-integration.md): Workday HR integration with R365: supported data sync types and configuration overview.
- [Connect a Workday Integration](https://docs.restaurant365.com/docs/connect-a-workday-integration.md): Connect a Workday HR integration to R365: select entities, authenticate, and complete mapping.
- [UKG Integration](https://docs.restaurant365.com/docs/ukg-integration.md)
- [UKG Integration Overview](https://docs.restaurant365.com/docs/ukg-integration-overview.md): UKG HR integration with R365: supported employee data sync and configuration overview.
- [Connect a UKG Integration](https://docs.restaurant365.com/docs/connect-a-ukg-integration.md): Connect a UKG integration to R365: select a legal entity, authenticate, and configure settings.
- [Alliance HCM Integration](https://docs.restaurant365.com/docs/alliance-hcm-integration.md)
- [AllianceHCM Integration Overview](https://docs.restaurant365.com/docs/alliance-hcm-integration-overview.md): AllianceHCM HR integration with R365: supported data sync types and configuration overview.
- [Connect an AllianceHCM Integration](https://docs.restaurant365.com/docs/connect-an-alliance-hcm-integration.md): Connect an AllianceHCM integration to R365: select entities, authenticate, and configure mapping.
- [Netchex Integration](https://docs.restaurant365.com/docs/netchex-integration.md)
- [Netchex Integration Overview](https://docs.restaurant365.com/docs/netchex-integration-overview.md): Netchex integration with R365: covers both HR employee management and payroll data sync.
- [Connect a Netchex Integration](https://docs.restaurant365.com/docs/connect-a-netchex-integration.md): Connect a Netchex integration to R365: select entities, authenticate, and configure sync settings.
- [POS Employee Management Integrations](https://docs.restaurant365.com/docs/pos-employee-management-integrations-category.md)
- [POS Employee Management Integrations Overview](https://docs.restaurant365.com/docs/pos-employee-management-integrations.md): POS employee management integrations create a two-way data flow between R365 and POS systems.
- [Connection Page - POS Employee Management Integrations](https://docs.restaurant365.com/docs/connection-page-pos-employee-management-integrations.md): Connection page UI reference shared by all POS employee management integrations in R365.
- [Connection Mapping Page - POS Employee Management Integrations](https://docs.restaurant365.com/docs/integration-mapping-page-pos-employee-management-integrations.md): Connection mapping page reference showing location, job, and employee mapping tables for POS integrations.
- [Connect and Manage POS Employee Management Integrations](https://docs.restaurant365.com/docs/connect-a-toast-employee-management-integration.md): Connect, configure, disconnect, and manually sync POS employee management integrations in R365.
- [Create and Map Employees - POS Employee Management Integrations](https://docs.restaurant365.com/docs/map-employees-pos-employee-management-integrations.md): Create new R365 employee records from the POS Connection mapping page and map to POS employees.
- [Brink POS Integration](https://docs.restaurant365.com/docs/brink-pos-integration.md): R365 and Brink POS integration: connection requirements, data flow, and configuration details.
- [Toast POS Integration](https://docs.restaurant365.com/docs/toast-pos-integration-1.md): Integrate Toast POS with Restaurant365 for seamless data flow, automating sales, labor, and payment reporting for efficient restaurant management.
- [Xenial Cloud POS Integration](https://docs.restaurant365.com/docs/xenial-cloud-pos-integration-1.md)
- [Payroll Integrations](https://docs.restaurant365.com/docs/payroll-integrations.md)
- [Paycom Payroll Integration Instructions](https://docs.restaurant365.com/docs/paycom-payroll-integration-instructions.md): Set up the Paycom payroll integration with R365: configuration steps and field mapping details.
- [Ben Admin Integrations](https://docs.restaurant365.com/docs/ben-admin-integrations.md)
- [Employee Navigator Integration](https://docs.restaurant365.com/docs/workforce-employee-navigator-integration.md): Connect and configure the Employee Navigator benefits administration integration with R365.
- [FTP Site](https://docs.restaurant365.com/docs/ftp-site.md)
- [FTP Site Overview](https://docs.restaurant365.com/docs/ftp-site-overview.md): R365 hosted FTP site overview: three use cases for file uploads, downloads, and integrations.
- [FTP Site: Setup](https://docs.restaurant365.com/docs/ftp-site-setup.md): FTP site setup: request credentials from R365 support, share with vendors, and configure access.
- [FTP Site: Uploading Files for Import](https://docs.restaurant365.com/docs/ftp-site-uploading-files-for-import.md): Upload AP invoices, credit memos, and Documents to Process files via the R365 FTP site.
- [How do I log in to my FTP account?](https://docs.restaurant365.com/docs/how-do-i-log-in-to-my-ftp-account.md): Log in to the R365 FTP site using provided credentials via an FTP client or browser.
- [R365 API](https://docs.restaurant365.com/docs/r365-api.md)
- [R365 API Connector](https://docs.restaurant365.com/docs/r365-api-connector.md): R365 REST API for third-party integration: request access, authentication, and endpoint details.
- [Restaurant365 OData Connector](https://docs.restaurant365.com/docs/restaurant365-odata-connector.md): R365 OData connector: available data endpoints for use with Excel, Power BI, and other tools.
- [Connecting to the OData Connector via Excel](https://docs.restaurant365.com/docs/connecting-to-the-odata-connector-via-excel.md): Connect Excel to the R365 OData feed using Get Data and From OData Feed options.
- [Mapping Tool](https://docs.restaurant365.com/docs/pos-mapping-tool-folder.md)
- [Mapping Tool Page](https://docs.restaurant365.com/docs/mapping-tool-page.md): Mapping Tool page reference: POS Accounts tab layout and Rules tab structure explained.
- [Mapping Tool Overview](https://docs.restaurant365.com/docs/pos-mapping-tool.md): Mapping Tool overview: maps POS accounts to GL accounts to generate Daily Sales Summaries.
- [Rules Tab](https://docs.restaurant365.com/docs/rules-tab.md)
- [Mapping Tool: Default Rules](https://docs.restaurant365.com/docs/pos-mapping-tool-default-rules.md): Preconfigured default rules in the Mapping Tool that automatically handle common POS account types.
- [POS Account Rule Window](https://docs.restaurant365.com/docs/pos-account-rule-window.md): POS Account Rule window field reference: Save and Run, criteria fields, and GL account mapping.
- [Mapping Tool: Create and Edit a Rule](https://docs.restaurant365.com/docs/pos-mapping-tool-create-and-edit-a-rule.md): Create, edit, clone, and delete POS Account Rules in the Mapping Tool Rules tab.
- [Mapping Tool: Run a Rule](https://docs.restaurant365.com/docs/pos-mapping-tool-run-a-rule.md): Run Mapping Tool rules manually or let them trigger automatically during DSS polling.
- [POS Accounts Tab](https://docs.restaurant365.com/docs/pos-accounts-tab-1.md)
- [POS Accounts Tab](https://docs.restaurant365.com/docs/pos-accounts-tab-2.md): POS Accounts tab reference: lists all POS accounts with mapping status and GL account assignments.
- [POS Mapping Details Panel](https://docs.restaurant365.com/docs/pos-mapping-details-panel.md): POS Mapping Details Panel: view GL mapping, rule assignment, and status for a POS account.
- [Map POS Accounts](https://docs.restaurant365.com/docs/map-pos-account.md): Map a POS account to a GL account using the Mapping Tool POS Accounts tab.
- [POS Accounts Tab with AI ](https://docs.restaurant365.com/docs/pos-accounts-tab-with-ai.md)
- [Map POS Accounts with AI](https://docs.restaurant365.com/docs/map-pos-accounts.md): Efficiently map POS accounts to GL with AI suggestions, ensuring accurate sales and payment records in your financial system. Streamline your accounting today!
- [POS Accounts Tab with AI](https://docs.restaurant365.com/docs/pos-accounts-tab.md): Manage and review POS account mappings in Restaurant365 for accurate GL posting and reporting, with AI suggestions for streamlined mapping.
- [POS Mapping Details Panel with AI](https://docs.restaurant365.com/docs/mapping-details-panel.md): Access the Mapping details panel to view, edit, and manage GL account mappings for individual POS accounts with tailored navigation and security permissions.
- [Mapping Tool: Manage POS Accounts](https://docs.restaurant365.com/docs/pos-mapping-tool-manage-pos-accounts.md): Update POS account settings from the Mapping Tool POS Accounts tab in R365.
- [Mapping Credit Card Tip Reduction](https://docs.restaurant365.com/docs/credit-card-tip-reduction.md): Configure Payment Type and Sales Type accounts in R365 when a POS deducts credit card tips.
- [Gift Cards and Certificates](https://docs.restaurant365.com/docs/gift-cards-and-certificates.md): Gift card sales, payments, comps, and GL postings in R365: how each transaction type posts.
- [Payroll Accounts tab ](https://docs.restaurant365.com/docs/payroll-accounts-tab.md)
- [Payroll Account Mapping Details](https://docs.restaurant365.com/docs/payroll-account-mapping-details.md): Payroll Account Mapping Details panel: view field-level mapping and GL account assignments.
- [Map Payroll Accounts](https://docs.restaurant365.com/docs/map-payroll-accounts.md): Map payroll accounts to GL accounts in the Mapping Tool Payroll Accounts tab.
- [Edit Payroll Account Mapping](https://docs.restaurant365.com/docs/edit-payroll-account-mapping.md): Edit an existing payroll account mapping in the Mapping Tool Payroll Accounts tab.
- [Payroll Mapping Update 2026](https://docs.restaurant365.com/docs/payroll-mapping-update-2026.md): 2026 payroll account mapping update: new fields, changed behavior, and migration steps.
- [Inventory Admin](https://docs.restaurant365.com/docs/inventory-admin.md)
- [Units of Measure](https://docs.restaurant365.com/docs/units-of-measure.md)
- [Unit of Measure](https://docs.restaurant365.com/docs/unit-of-measure.md): Create and configure Units of Measure: set name, abbreviation, and category for use in R365.
- [Unit of Measure Conversions](https://docs.restaurant365.com/docs/unit-of-measure-conversions.md): Set up U of M conversions on Purchased Items to track inventory in multiple units.
- [Split Unit of Measure](https://docs.restaurant365.com/docs/split-unit-of-measure.md): Split U of Ms on Vendor Item records for Sysco and US Foods EDI integrations in R365.
- [Units of Measure List](https://docs.restaurant365.com/docs/units-of-measure-list.md): Units of Measure page: table actions, bulk editing, and Purchased Item assignment overview.
- [Using Equivalence to Add U of Ms to Purchased Items](https://docs.restaurant365.com/docs/using-equivalence-to-add-u-of-ms-to-purchased-items.md): Video tutorial: use U of M equivalence on Purchased Items to convert between pack sizes.
- [Merging Units of Measure](https://docs.restaurant365.com/docs/merging-units-of-measure.md): Merge duplicate Units of Measure on the Units of Measure page to clean up your item list.
- [System-Default Units of Measure](https://docs.restaurant365.com/docs/system-default-units-of-measure.md): R365 system-default Units of Measure pre-loaded in all instances for common measurements.
- [Quick Add UofMs](https://docs.restaurant365.com/docs/quick-add-uofms.md): Create a new UofM inline from a Purchased Item Record without navigating to the UofM page.
- [Locations & Legal Entities](https://docs.restaurant365.com/docs/locations-legal-entities.md)
- [Legal Entities](https://docs.restaurant365.com/docs/legal-entities.md)
- [Legal Entities Page](https://docs.restaurant365.com/docs/legal-entities-page.md): Legal Entities page reference: columns, filters, and actions for managing legal entity records.
- [Legal Entity Record](https://docs.restaurant365.com/docs/legal-entity-record.md): Legal Entity record field reference: General info, tax settings, fiscal year, and banking tabs.
- [Create a Legal Entity](https://docs.restaurant365.com/docs/create-a-legal-entity.md): Create a new legal entity from the Legal Entities page with name, tax ID, and fiscal settings.
- [Payroll Common Payer](https://docs.restaurant365.com/docs/payroll-common-payer.md): Designate a legal entity as Payroll Common Payer to issue payroll checks across multiple entities.
- [Change Legal Entity Structure](https://docs.restaurant365.com/docs/change-legal-entity-structure.md): Restructure legal entities after ownership changes: merge, reassign, and update configurations.
- [Location Groups](https://docs.restaurant365.com/docs/location-groups-category.md)
- [Location Groups](https://docs.restaurant365.com/docs/location-groups-overview.md): Location Groups in R365: how groups work in Accounting, Operations, and reporting features.
- [Location Groups in Accounting](https://docs.restaurant365.com/docs/location-groups-in-accounting-1.md)
- [Location Groups in My Reports](https://docs.restaurant365.com/docs/location-groups-in-my-reports-1.md)
- [Location Groups in Inventory](https://docs.restaurant365.com/docs/location-groups-in-inventory.md)
- [Location Hours](https://docs.restaurant365.com/docs/location-hours.md)
- [Start of Day to Location Hours](https://docs.restaurant365.com/docs/location-hours-updates-2025.md): Migration guide: 2025 consolidation of Start of Day and Restaurant Hours into Location Hours.
- [Day Parts Update 2026](https://docs.restaurant365.com/docs/day-parts-update-2025.md): 2026 day parts modernization: unified Day Parts Groups replace the previous screen structure.
- [Location Hours Overview](https://docs.restaurant365.com/docs/location-hours-overview.md): Location Hours is the central hub for start-of-day, operational hours, and day parts settings.
- [Location Hours Page](https://docs.restaurant365.com/docs/location-hours-page.md): Location Hours page reference: Location Hours tab layout and settings panel structure.
- [Location Hours Settings](https://docs.restaurant365.com/docs/location-hours-settings-group.md): Location Hours Settings record: group name, assigned locations, and operational hour fields.
- [Manage Location Hours](https://docs.restaurant365.com/docs/manage-location-hours.md): Create, edit, and manage Location Hours settings groups from the Location Hours admin page.
- [Day Parts Screen](https://docs.restaurant365.com/docs/day-part-settings.md): Day Parts screen field reference: group name, time blocks, and location assignment settings.
- [Manage Day Parts](https://docs.restaurant365.com/docs/manage-day-parts.md): Create, edit, and delete day parts groups from the Location Hours admin page.
- [Workweeks and Business Days in R365](https://docs.restaurant365.com/docs/workweeks-and-business-days-in-r365.md)
- [Closed Business Days](https://docs.restaurant365.com/docs/closed-business-days-1.md): Learn how closed business days affect sales and labor forecasts, including updates and configurations for accurate forecasting management.
- [Locations](https://docs.restaurant365.com/docs/locations.md)
- [Location Record](https://docs.restaurant365.com/docs/legal-entities-location-record.md): Location record field reference: all tabs including General, Accounting, POS, and Payroll.
- [Locations Page](https://docs.restaurant365.com/docs/locations-page.md): Locations page: view all R365 locations with name, number, type, and status columns.
- [Location Profile](https://docs.restaurant365.com/docs/location-profile.md): Location Profile screen for Restaurant-type locations: fields, settings, and configuration options.
- [Location Types](https://docs.restaurant365.com/docs/location-types.md): Three Location Types in R365: Restaurant, Commissary, and Non-Operating — access differences.
- [Set up a New Location](https://docs.restaurant365.com/docs/add-a-new-location.md): Checklist for adding a new location in R365: tasks covering setup, POS, payroll, and integrations.
- [Create a Location](https://docs.restaurant365.com/docs/creating-locations.md): Create a location record from the Locations page: name, type, legal entity, and address fields.
- [Delete a Location](https://docs.restaurant365.com/docs/delete-a-location.md): Delete a location in R365: requirements, associated transaction handling, and step-by-step process.
- [Inactivate a Location](https://docs.restaurant365.com/docs/inactivate-a-location.md): Mark a location as inactive for specific transaction types in R365 without deleting the record.
- [System Setup: Petty Cash in the DSS](https://docs.restaurant365.com/docs/system-setup-petty-cash-in-the-dss.md): Enable Petty Cash tracking in the Daily Sales Summary from the System Setup location settings.
- [Sales Account Import Types](https://docs.restaurant365.com/docs/sales-account-import-types.md): Three Sales Account Import Types (Service Type, Revenue Center, Revenue Center Split) explained.
- [Payment Type Import Types](https://docs.restaurant365.com/docs/payment-type-import-types.md): Two Payment Type Import Types (None, Revenue Center) imported from POS and how each maps.
- [Payroll Locations](https://docs.restaurant365.com/docs/workforce-locations-category.md)
- [Payroll Locations Page](https://docs.restaurant365.com/docs/workforce-locations.md): Workforce Payroll Locations page: view locations enabled for payroll and manage payroll settings.
- [Create and Add a Location to R365 Payroll](https://docs.restaurant365.com/docs/create-and-add-a-location-to-payroll.md): Add an existing R365 location to Workforce payroll processing from the Payroll Locations page.
- [Manager Log Admin](https://docs.restaurant365.com/docs/manager-log-admin.md)
- [Logbooks](https://docs.restaurant365.com/docs/logbooks.md)
- [Logbook Overview & Security](https://docs.restaurant365.com/docs/logbook-overview-security.md): Logbook feature in the New Manager Log: what logbooks are, security roles, and usage overview.
- [Logbook: Logbook Settings](https://docs.restaurant365.com/docs/logbook-logbook-settings.md): Logbook settings: notification preferences, category assignments, and visibility configuration.
- [Logbook: Create and Edit a Logbook](https://docs.restaurant365.com/docs/logbook-create-and-edit-a-logbook.md): Create and edit custom logbooks in the Manager Log: set name, color, and assigned locations.
- [Logbook: Default Logbook](https://docs.restaurant365.com/docs/logbook-default-logbook.md): Default Logbook is auto-assigned to all locations and captures entries from all log categories.
- [Partners](https://docs.restaurant365.com/docs/channel-partners.md)
- [Clients](https://docs.restaurant365.com/docs/clients-category.md)
- [Clients Page](https://docs.restaurant365.com/docs/clients.md): Manage client records on the Clients page for Partner Channel users. Enables client name variables in Custom Financial Reports.
- [Client Record](https://docs.restaurant365.com/docs/client-record.md): Client record fields: name, phone, assigned representative, business type, and contact details.
- [Client Name on Custom Financial Reports](https://docs.restaurant365.com/docs/client-name-on-custom-financial-reports.md): Add Client Name as a variable in Custom Financial Report templates to personalize report output.
- [Settings Shared Across Instances](https://docs.restaurant365.com/docs/settings-shared-across-instances.md)
- [Custom User Roles - Across Instances](https://docs.restaurant365.com/docs/custom-user-roles-across-instances-1.md)
- [MFA - Across Instance](https://docs.restaurant365.com/docs/mfa-across-instance.md)
- [R365 Custom Financial Reports Writer - Across Instances](https://docs.restaurant365.com/docs/r365-custom-financial-reports-writer-across-instances.md)
- [Financial Dashboard - Saved Views Across Instances](https://docs.restaurant365.com/docs/financial-dashboard-saved-views-across-instances.md)
- [Multi-Instance Switching Overview](https://docs.restaurant365.com/docs/multi-instance-switching-overview-1.md)
- [Payroll Admin](https://docs.restaurant365.com/docs/payroll-admin.md)
- [Account Page](https://docs.restaurant365.com/docs/workforce-settings-account-page.md): Configure Workforce account settings: funding bank accounts, pay cycle frequency, and payroll company details for payroll funding transactions.
- [Departments](https://docs.restaurant365.com/docs/workforce-departments.md): Create and manage Workforce departments for payroll processing, GL mapping, and labor reporting across all locations.
- [Policies](https://docs.restaurant365.com/docs/workforce-policies.md): Define Workforce payroll policies: overtime rules, break compliance, and regulatory pay calculations applied to payroll companies and locations.
- [Workers Comp](https://docs.restaurant365.com/docs/workforce-workers-comp-overview.md): Configure Workers Compensation codes and rates in R365 Workforce and apply them to employee earnings during payroll processing.
- [Payroll Companies and Payroll Clearing Settings](https://docs.restaurant365.com/docs/workforce-setup-payroll-companies-and-payroll-clearing-settings.md): Set up payroll companies in Workforce: associate EINs, configure payroll clearing GL accounts, and link legal entities to R365 payroll processing.
- [Enable a Legal Entity for Workforce](https://docs.restaurant365.com/docs/workforce-enable-a-legal-entity-for-workforce.md): Activate a legal entity in R365 Workforce: request a payroll company, create the entity record, and complete user, tax, GL mapping, and funding setup.
- [Earning and Deduction Types](https://docs.restaurant365.com/docs/workforce-payroll-earning-and-deduction-types.md): Configure payroll earning and deduction types in Workforce: standard and custom types, tax treatment, and how they appear on pay stubs.
- [Managing Payroll Users](https://docs.restaurant365.com/docs/workforce-managing-payroll-users.md): Grant payroll permissions to Workforce users and request access to specific payroll companies. Covers user role requirements for payroll processing.
- [Sales & Forecasting Admin](https://docs.restaurant365.com/docs/sales-forecasting-admin.md)
- [Paid Out Types](https://docs.restaurant365.com/docs/paid-out-types-1.md)
- [Paid Out Types](https://docs.restaurant365.com/docs/paid-out-types.md): Pre-assign cost accounts to POS-imported Paid Out Types so DSS auto-populates them. Also covers excluding specific types from DSS imports.
- [Payment Type Accounts](https://docs.restaurant365.com/docs/payment-type-accounts.md)
- [Payment Type Accounts](https://docs.restaurant365.com/docs/payment-type-accounts-overview.md): Maps POS payment types (cash, credit card, comps, discounts) to GL accounts for accurate daily sales journal entries in R365.
- [Resolve Outstanding Payment Types](https://docs.restaurant365.com/docs/resolve-outstanding-payment-types.md): Steps to resolve outstanding check statuses in R365 by mapping future orders to a liability GL account in the Daily Sales Summary.
- [Using the R365 Connect Installer](https://docs.restaurant365.com/docs/using-the-r365-connect-installer.md): Download and run the R365 Connect Installer for POS integration. Used only during implementation at the request of an R365 POS Integration Specialist.
- [Sales Accounts](https://docs.restaurant365.com/docs/sales-accounts.md)
- [Sales Accounts](https://docs.restaurant365.com/docs/sales-accounts-overview.md): Map POS sales categories and service types to R365 GL accounts. Covers all sales account types and ongoing assignment after POS changes.
- [System Admin](https://docs.restaurant365.com/docs/system-admin.md)
- [Setup Assistant](https://docs.restaurant365.com/docs/setup-assistant.md)
- [R365 Setup Assistant](https://docs.restaurant365.com/docs/r365-setup-assistant.md): Guided initial R365 configuration: Organization, POS Integration, Users & Security, and Fixed Assets. All sections can be revisited anytime.
- [R365 Setup Assistant - User Security Roles](https://docs.restaurant365.com/docs/r365-setup-assistant-user-security-roles.md): Assign user security roles via the Setup Assistant using bulk CSV export/import or individual assignment through a per-user role comparison pop-up.
- [System Preferences](https://docs.restaurant365.com/docs/preferences-folder.md)
- [System Preferences Overview](https://docs.restaurant365.com/docs/preferences.md): Reference for all System Preferences tabs: Accounts, Location Reporting Categories, AP Processing Email, Legal Entities, Miscellaneous, and Payments.
- [System Preferences: Accounts](https://docs.restaurant365.com/docs/system-preferences-accounts.md): Field reference for the Accounts tab: AP, AR, Retained Earnings, Undeposited Funds, Checking, Item Cost, Item Inventory, Food Sales, and Sales Tax.
- [System Preferences: Location Reporting Categories](https://docs.restaurant365.com/docs/system-preferences-location-reporting-categories.md): Add parent and child Location Reporting Categories, assign them to Location records, and filter reports and Payment Run invoices by location group.
- [System Preferences: AP Processing Email](https://docs.restaurant365.com/docs/system-preferences-ap-processing-email.md): Configure an AP Processing Email address so R365 automatically imports AP transactions from incoming emails for hands-free invoice capture.
- [System Preferences: Legal Entities & Bank Verification](https://docs.restaurant365.com/docs/system-preferences-legal-entities-and-bank-verification.md): View KYC/KYB verification statuses for legal entities and bank accounts used with R365 Payments. Add bank accounts and review verification details.
- [System Preferences: Miscellaneous](https://docs.restaurant365.com/docs/system-preferences-miscellaneous.md): Configure POS integration, outbound email, company logo, Employee Master setting, and other system-wide options on the Miscellaneous tab.
- [System Preferences: Location Additional Info](https://docs.restaurant365.com/docs/system-preferences-location-additional-info.md): Create custom open-text identifier fields (e.g., Vendor Location Number) that appear on the Additional Info tab of each Location record.
- [System Preferences: Payments](https://docs.restaurant365.com/docs/system-preferences-payments.md): View R365 Payments setup status, configure payment alert contacts, set summary report email recipients, and manage Not Sent payment reminders.
- [Change the Displayed Logo for an Instance](https://docs.restaurant365.com/docs/change-the-displayed-logo-for-an-instance.md): Add, replace, or remove the company logo in the R365 system header. File guidelines: horizontal, 4000x2000, transparent PNG/JPG.
- [Undeposited Funds](https://docs.restaurant365.com/docs/undeposited-funds.md): Set the default Undeposited Funds GL account on the Accounts tab of System Preferences to temporarily hold received-but-undeposited payments.
- [Outbound Emails](https://docs.restaurant365.com/docs/outbound-emails.md): Configure outbound emails from R365 using R365's no-reply address or a third-party SMTP provider. Covers Email Settings fields on each user record.
- [Email Settings: Common Webmail Provider SMTP Settings](https://docs.restaurant365.com/docs/email-settings-common-webmail-provider-smtp-settings.md): SMTP settings for Gmail, Outlook.com, Office 365, and Yahoo: server addresses, port numbers, and SSL/TLS requirements for R365 outbound email.
- [Employee Master](https://docs.restaurant365.com/docs/employee-master.md): Select which system controls employee record updates: R365, POS, Payroll Provider, or HRIS. Determines which fields are overwritten by that source.
- [Location Reporting Categories](https://docs.restaurant365.com/docs/location-reporting-categories.md): Create up to 10 custom Location Reporting Categories and assign child values to Location records for report filtering and Payment Run screens.
- [Workweeks and Business Days in R365](https://docs.restaurant365.com/docs/business-days-and-workweeks.md): How R365 defines workweeks and business days, handles cross-day shifts, and which labor rules use each. Includes configuration steps.
- [Start of Day](https://docs.restaurant365.com/docs/start-of-day-overview.md): View Start of Day Groups and business-day start times per location. Changes require R365 Support. Covers impact on overtime and cross-day shifts.
- [To Do Checklist](https://docs.restaurant365.com/docs/to-do-checklist.md): System-generated checklist flagging records with missing required fields, POS accounts needing GL assignments, and beginning-balance discrepancies.
- [Autonumbering](https://docs.restaurant365.com/docs/autonumbering.md): Set the next transaction number and prefix for AR invoices and credit memos. Minimum 6-digit formatting with automatic numbering per transaction type.
- [Users & Security](https://docs.restaurant365.com/docs/users-security.md)
- [User Setup, Security, and Location Access](https://docs.restaurant365.com/docs/user-setup-security-and-location-access.md): Create and configure R365 users: add users, assign roles and permissions, grant location access, set up MFA, and manage user records.
- [Security & Permissions](https://docs.restaurant365.com/docs/security-permissions.md)
- [Security & Permissions: Overview & Security](https://docs.restaurant365.com/docs/security-permissions-overview-security.md): Overview of Security & Permissions tabs: User Roles, Report Roles, Passwords, Auto Log Out, Authentication, API User Permissions, and Audit Access.
- [Manage Access to Security & Permissions](https://docs.restaurant365.com/docs/manage-access-to-security-and-permissions.md): Control who can access Security & Permissions. The Grant Access Override lets qualifying full-access users manage other users' elevated access.
- [User Roles](https://docs.restaurant365.com/docs/user-roles.md)
- [User Roles](https://docs.restaurant365.com/docs/security-permissions-user-roles.md): Manage the User Roles tab on Security & Permissions: Permissions, Users, and Settings subtabs for role-based access and user assignments.
- [R365 Default User Roles](https://docs.restaurant365.com/docs/user-roles-r365-user-role-descriptions.md): Reference for built-in R365 user roles, their intended purposes, and included permissions. Choose the right default role for each user type.
- [Custom User Roles](https://docs.restaurant365.com/docs/custom-user-roles.md): Create, edit, clone, and delete custom user roles in R365. Assign permissions from the permission tree and manage users assigned to each role.
- [Custom User Roles - Across Instances](https://docs.restaurant365.com/docs/custom-user-roles-sharing-across-instances.md): Share custom user roles across multiple R365 instances. Shared roles can only be edited at the originating instance. Covers deleting shared roles.
- [User Permissions: Permission Reference](https://docs.restaurant365.com/docs/user-permissions-permission-reference.md): Complete reference of all R365 permissions organized by module. Understand what each permission controls and where it appears in the permission tree.
- [Report Roles](https://docs.restaurant365.com/docs/report-roles-category.md)
- [Report Roles](https://docs.restaurant365.com/docs/security-permissions-report-roles.md): Manage the Report Roles tab: Permissions, Users, and Settings subtabs for report access, user assignments, P&L cutoff, and subscriptions.
- [Configure Report Roles](https://docs.restaurant365.com/docs/manage-report-roles.md): Configure report roles by assigning permissions, managing favorite reports, setting P&L cutoff, and adjusting report subscription settings.
- [Create a Report Role](https://docs.restaurant365.com/docs/create-a-report-role.md): Create or duplicate a report role: name it, assign report permissions, set P&L cutoff, and choose user assignment options.
- [Assign Report Roles to Users](https://docs.restaurant365.com/docs/my-reports-assigning-report-roles.md): Assign report roles via Security & Permissions, the User Record Reporting tab, or Mass Role Update. Covers adding and removing roles all three ways.
- [Passwords](https://docs.restaurant365.com/docs/security-permissions-passwords.md): Configure password policies: minimum length, complexity requirements, expiration periods, and how administrators reset user passwords in R365.
- [Auto Log Out](https://docs.restaurant365.com/docs/security-permissions-auto-log-out.md): Set the inactivity auto logout threshold for all R365 users. Configure quantity and time unit. Users see a prompt before logout.
- [Multi-Factor Authentication (MFA)](https://docs.restaurant365.com/docs/multi-factor-authentication-mfa.md)
- [Authentication (MFA)](https://docs.restaurant365.com/docs/security-permissions-authentication-mfa.md): Configure MFA methods (App, Email, Text, Phone), per-role requirements, and frequency from every login to every 60 days on Security & Permissions.
- [Multi-Factor Authentication Method Enrollments](https://docs.restaurant365.com/docs/multi-factor-authentication-method-enrollments.md): Manage MFA enrollments on the User Record Security tab: add, set default, and delete authentication methods including App, Email, SMS, and Phone.
- [MFA - Across Instance](https://docs.restaurant365.com/docs/mfa-across-instances.md): In multi-instance orgs, MFA methods are shared at the org level. Shared roles carry MFA settings and users use the same enrollment everywhere.
- [Audit Access](https://docs.restaurant365.com/docs/audit-access-1.md)
- [Generating a User's Permissions Report](https://docs.restaurant365.com/docs/generating-a-users-permissions-report.md): Generate and export the User's Permissions Report from the Audit Access tab. Exports every permission assigned to selected users as an Excel file.
- [Generating a User Access Report](https://docs.restaurant365.com/docs/generating-a-user-access-report.md): Generate the User Access Report: select users and data to include (roles, locations, report roles, reports), then export as Excel for security audits.
- [Generating a Permissions Access Report](https://docs.restaurant365.com/docs/generating-a-permissions-access-report.md): Run the Permissions Access Report to see which users or roles have a specific permission. Results display in R365 and can be exported to Excel.
- [Audit Access](https://docs.restaurant365.com/docs/audit-access.md): Audit Access tab: three report types — Permission Access (who has a permission), User Access (capabilities), and User's Permissions (all per user).
- [API User Permissions](https://docs.restaurant365.com/docs/api-user-permissions.md)
- [Security & Permissions: API User Permissions Tab](https://docs.restaurant365.com/docs/api-user-permissions-tab.md): The API User Permissions tab controls whether API-managed users can be edited in R365. Covers the toggle and brand-managed API user behavior.
- [API Managed Users](https://docs.restaurant365.com/docs/api-managed-users.md): Create, view, and update R365 users via the Public API (GET, PATCH, POST). Covers setup requirements and brand/franchisee considerations.
- [Users](https://docs.restaurant365.com/docs/users.md)
- [Users Page](https://docs.restaurant365.com/docs/users-page.md): View, search, filter, and manage all R365 users from the Users page, including active/inactive status and inline editing capabilities.
- [Create New User](https://docs.restaurant365.com/docs/create-new-user.md): Create a new R365 user: enter required fields, assign user roles and locations, set up report roles, and save to generate login credentials.
- [Inline Edit Users Page](https://docs.restaurant365.com/docs/inine-edit-users-page.md): Update user fields directly in the Users page grid without opening individual records. Covers editable fields and how to save inline changes.
- [Bulk Edit Users Page](https://docs.restaurant365.com/docs/bulk-edit-users-page.md): Edit multiple R365 user records simultaneously from the Bulk Edit Users page. Select users, update available fields, and apply bulk changes.
- [User Record](https://docs.restaurant365.com/docs/user-record-folder.md)
- [User Record Overview](https://docs.restaurant365.com/docs/user-record.md): Overview of R365 User Record tabs: General, Permissions, Locations, Security/MFA, and Email Settings. Controls access, roles, and authentication.
- [General Tab](https://docs.restaurant365.com/docs/user-record-general-tab.md): The General tab of the User Record holds name, email, username, active status, default location, and linked employee record for basic user identity.
- [Permissions Tab](https://docs.restaurant365.com/docs/user-record-permissions-tab.md): View and edit user roles and individual permissions on the Permissions tab of a User Record or Custom User Role.
- [Reporting Tab](https://docs.restaurant365.com/docs/user-record-reporting-tab.md): Assign report roles for My Reports, Custom Financial Reports, and Financial Dashboard on the User Record Reporting tab. Add individually or in bulk.
- [Locations Tab](https://docs.restaurant365.com/docs/user-record-locations-tab.md): Set location access on the Locations tab of a User Record: all locations or specific locations, and how access interacts with assigned user roles.
- [Email Settings Tab](https://docs.restaurant365.com/docs/user-records-email-settings-tab.md): Configure outgoing SMTP settings on the Email Settings tab of a User Record. Required for users who send emails from R365.
- [Security Tab (MFA)](https://docs.restaurant365.com/docs/user-records-security-tab-mfa.md): Configure per-user MFA on the Security tab: enrolled methods, enable/disable toggle, authentication frequency, and add/delete options.
- [User Record vs Employee Record](https://docs.restaurant365.com/docs/user-record-v-employee-record.md): Employee Records handle labor and scheduling. User Records control system access. POS imports create employee records; create user records separately.
- [User Impersonation](https://docs.restaurant365.com/docs/user-impersonation.md): Navigate R365 as another active user to verify permissions. Covers initiating, exiting, and audit logging of impersonation sessions.
- [Reset and Update Passwords](https://docs.restaurant365.com/docs/resetting-user-passwords.md): Reset or update passwords for R365 users via the Users page. Covers sending temporary passwords for admins and individual users.
- [Deactivate or Delete a User](https://docs.restaurant365.com/docs/deactivate-or-delete-a-user.md): Deactivate a user by marking them inactive from the User Grid or User Record. Users cannot be deleted. Deactivated users lose login access.
- [User Deactivation Checklist](https://docs.restaurant365.com/docs/user-deactivation-checklist.md): Before deactivating a user, review report subscriptions, saved views, favorited reports, and user roles to transfer ownership or settings.
- [Mass Role Update](https://docs.restaurant365.com/docs/mass-role-update.md): Assign or remove user roles, locations, and report roles across multiple users at once. Mass Role Update changes save automatically when applied.
- [Full Access User Role](https://docs.restaurant365.com/docs/full-access-user-role.md): Full Access grants unrestricted access to all R365 features and auto-includes new releases. Recommended only for System Admins.
- [User Preferences](https://docs.restaurant365.com/docs/user-preferences.md): Per-user settings for default AP invoice location, Documents to Process type, My Workflows defaults, and table display options.
- [Troubleshoot User Login Issues](https://docs.restaurant365.com/docs/troubleshoot-user-login-issues.md): Fix common R365 login failures: wrong credentials, incorrect database URL, missing user roles, location access issues, and browser cache problems.
- [Accounting User Setup](https://docs.restaurant365.com/docs/accounting-user-setup.md): Set up accounting users with Accounting Admin or Accounting Clerk roles. Covers recommended permissions and key reports for accounting staff.
- [Operations User Setup](https://docs.restaurant365.com/docs/smart-ops-users-setup.md): Set up Smart Ops users with recommended roles, scheduling/labor/inventory permissions, and location access for operations staff.
- [Audit Log](https://docs.restaurant365.com/docs/event-audit-log.md): Track every R365 change: what changed, who changed it, and when. Use the Audit Log to review user activity and monitor record modifications.
- [Single Sign-On (SSO)](https://docs.restaurant365.com/docs/single-sign-on-sso-category.md)
- [Single Sign-On (SSO) Overview](https://docs.restaurant365.com/docs/single-sign-on-sso.md): R365 SSO supports Okta and Microsoft Entra. Covers unique email requirements, login experience, welcome email settings, and user management.
- [Single Sign-On Page](https://docs.restaurant365.com/docs/single-sign-on-page.md): Reference for the Single Sign-On page in R365 Admin: all fields, buttons, and actions for managing SSO provider connections.
- [Enable Single Sign-On (SSO)](https://docs.restaurant365.com/docs/enable-sso.md): Enable SSO in R365. All users must have unique email addresses first. Enabling SSO does not change the login experience until a provider is connected.
- [SSO Duplicate Email Review Screen](https://docs.restaurant365.com/docs/enable-single-sign-on-wizard.md): Resolve duplicate email conflicts during SSO enablement using the SSO Duplicate Email Review screen with Update and Enable SSO options.
- [Manage Welcome Email Delivery (SSO)](https://docs.restaurant365.com/docs/configure-welcome-email-delivery-for-new-users-sso.md): Control whether initial login emails go to all new users, no users, or only manually created users. Requires SSO to be enabled first.
- [SSO Connection Screen](https://docs.restaurant365.com/docs/single-sign-on-sso-connection-screen.md): Configure identity provider settings — metadata URL, entity ID, certificate — on the SSO Connection screen to enable Single Sign-On in R365.
- [Connect to Okta](https://docs.restaurant365.com/docs/okta-sso-integration.md): Set up Okta OIDC SSO in R365: create an Okta OIDC app, copy the redirect URI, and enter Client ID, Client Secret, and Okta domain.
- [Connect to Microsoft Entra (Azure)](https://docs.restaurant365.com/docs/microsoft-entra.md): Set up Azure SSO in R365: register an app in Microsoft Entra, copy the redirect URI, and enter Client ID, Client Secret, and Directory ID.
- [Disconnect a SSO Integration](https://docs.restaurant365.com/docs/disconnect-sso-connection.md): Remove an SSO provider from R365: navigate to the Single Sign-On page, select Remove connection, and confirm. Action is irreversible.
- [Workforce Admin](https://docs.restaurant365.com/docs/workforce-admin.md)
- [Accrual Rules](https://docs.restaurant365.com/docs/accrual-rules-category.md)
- [Accrual Rules Overview](https://docs.restaurant365.com/docs/pto-accruals-overview.md): Overview of PTO accrual rules in R365: how rules define time-off earning, the three policy types, and how rules are managed and assigned.
- [Accrual Policy Types](https://docs.restaurant365.com/docs/pto-accruals-policy-types.md): R365 supports three PTO accrual policy types: Unlimited (no cap), Fixed Date (hours granted on a set date), and Accrued (based on hours worked).
- [Accrual Rule Details](https://docs.restaurant365.com/docs/pto-accruals-accrual-rule-details-sidesheet.md): The Accrual Rule Details sidesheet shows policy type, earning type, effective dates, accrual schedule, and employee assignments for a selected rule.
- [Creating an Unlimited Policy Accrual Rule](https://docs.restaurant365.com/docs/pto-accruals-creating-an-unlimited-policy-accrual-rule.md): Create an unlimited PTO accrual rule: name the rule, select an earning type, set effective dates, and complete the accrual rule wizard.
- [Creating a Fixed Date Policy Accrual Rule](https://docs.restaurant365.com/docs/pto-accruals-creating-a-fixed-date-policy-rule.md): Create a fixed date PTO accrual rule: name it, select an earning type, set the fixed grant date, specify hours to grant, and complete the wizard.
- [Creating an Accrued Policy Accrual Rule](https://docs.restaurant365.com/docs/pto-accruals-creating-an-accrued-policy-accrual-rule.md): Create an accrued-type PTO rule using the accrual rule wizard: set rule name, earning type, accrual rate per hours worked, and effective date.
- [Accrual Rule Versioning and Deactivating](https://docs.restaurant365.com/docs/pto-accruals-accrual-rule-versioning-and-deactivating.md): Create new accrual rule versions with effective start/end dates. View version history and how new versions replace prior ones. Covers deactivating.
- [Legacy Labor Rules](https://docs.restaurant365.com/docs/labor-rules-category.md)
- [Labor Rules Overview](https://docs.restaurant365.com/docs/labor-rules-overview.md): Overview of R365 labor rules: available rule types (overtime, break, split, reporting time) and how they are assigned to locations for compliance.
- [Legacy Labor Rules Page](https://docs.restaurant365.com/docs/labor-rules-page.md): Overview of the legacy Labor Rules page: Pay Period, Overtime, Break, Split Shifts, Tip Makeup, Spread of Hours, Reporting Time Pay, and more.
- [Break Rules](https://docs.restaurant365.com/docs/admin-page-break-rules.md): Legacy Break Rules: create and configure break rules including break type (meal or rest), penalty settings, and admin tab access.
- [Legacy Minor Rules](https://docs.restaurant365.com/docs/admin-page-minor-rules.md): Legacy Minor Rules: age-based work restrictions, school day and non-school day limits, and daily and weekly hour caps for minor employees.
- [Overtime Rules](https://docs.restaurant365.com/docs/overtime-rules-category.md)
- [Legacy Overtime Rules Overview](https://docs.restaurant365.com/docs/admin-page-overtime-rules.md): Overview of legacy overtime rules: daily, weekly, and threshold-based types and how multipliers calculate overtime pay.
- [Legacy Overtime Rules Tab](https://docs.restaurant365.com/docs/overtime-rules-tab.md): The Overtime Rules tab on the legacy Labor Rules page lists all configured rules with Group, Type, and Applied Locations columns.
- [Legacy Overtime Rules](https://docs.restaurant365.com/docs/overtime-rules.md): Reference for legacy overtime rule records: rule types (daily, weekly, 7th-day), effects on labor punch calculations, and location assignment.
- [Legacy Create or Edit an Overtime Rule](https://docs.restaurant365.com/docs/create-or-edit-an-overtime-rule.md): Create or edit a legacy overtime rule: name it, set daily, weekly, and consecutive-day OT types, configure hour thresholds, and save.
- [Legacy Reporting Time Pay](https://docs.restaurant365.com/docs/admin-page-reporting-time-pay-rules.md): Legacy Reporting Time Pay: configure minimum hours of pay when an employee reports to work but is sent home early.
- [Legacy Shift Differential](https://docs.restaurant365.com/docs/admin-page-shift-differential-tab.md): Legacy Shift Differential: configure differential pay by time of day or shift type and how rules apply to eligible employees.
- [Legacy Split Rules](https://docs.restaurant365.com/docs/admin-page-split-rules.md): Legacy Split Rules: configure minimum gap between split shifts, trigger thresholds, and assign locations to split shift pay rules.
- [Legacy Spread of Hours](https://docs.restaurant365.com/docs/admin-page-spread-of-hours.md): Legacy Spread of Hours adds a penalty hour when a workday spans more than a configured number of hours. Covers setup fields and NY compliance.
- [Tip Makeup](https://docs.restaurant365.com/docs/tip-makeup-category.md)
- [Legacy Tip Makeup Overview](https://docs.restaurant365.com/docs/tip-makeup.md): Legacy tip makeup rules calculate the gap between minimum wage and tipped employee earnings per workweek. Covers tip designation and recalculation.
- [Legacy Tip Makeup Tab](https://docs.restaurant365.com/docs/tip-makeup-page.md): The Tip Makeup tab on the legacy Labor Rules page shows rule groups and Applied Locations. Covers buttons for creating and editing rules.
- [Legacy Tip Makeup Rule Sidesheet](https://docs.restaurant365.com/docs/tip-makeup-rule.md): Field reference for the legacy Tip Makeup Rule sidesheet: rule name, minimum wage, Available Locations, Applied Locations, and bulk controls.
- [Legacy Create or Edit a Tip Makeup Rule](https://docs.restaurant365.com/docs/create-or-edit-a-tip-makeup-rule.md): Create or edit a legacy tip makeup rule: set the minimum wage amount, assign locations, and save for future payroll calculations.
- [Legacy Labor Matrix](https://docs.restaurant365.com/docs/labor-matrix-category.md)
- [Labor Matrix 2026 Update](https://docs.restaurant365.com/docs/labor-matrix-2025-2026-update.md): Q2 2026 labor matrix update: dedicated Labor Matrix page with versioning, daypart migration to Location Hours, and new configuration workflows.
- [Legacy Labor Matrix Overview](https://docs.restaurant365.com/docs/labor-matrix.md): Overview of the legacy labor matrix: General, Fixed Labor, Variable Labor, and Day Parts subtabs for Smart Labor forecasting. Deprecated Q2 2026.
- [Legacy Labor Matrix - General Subtab](https://docs.restaurant365.com/docs/labor-matrix-general-subtab.md): The legacy labor matrix General subtab sets restaurant operating hours by day and configures scheduled jobs with Fixed or Variable labor types.
- [Legacy Labor Matrix - Fixed Labor](https://docs.restaurant365.com/docs/labor-matrix-fixed-labor.md): Explore the Fixed Labor sub-tab of the legacy labor matrix, detailing consistent job hours for non-service roles in the new labor matrix experience.
- [Legacy Labor Matrix - Variable Labor](https://docs.restaurant365.com/docs/labor-matrix-variable-labor.md): The legacy labor matrix Variable Labor subtab configures sales-volume-based thresholds and minimums for service jobs. Deprecated Q2 2026.
- [Legacy Labor Matrix - Day Parts](https://docs.restaurant365.com/docs/labor-matrix-day-parts.md): Learn to configure Day Parts in the legacy labor matrix, ensuring unique names and non-overlapping times for efficient scheduling and management.
- [Legacy Pay Periods](https://docs.restaurant365.com/docs/admin-page-pay-periods-and-punch-edit-auto-lock.md): Legacy Pay Periods: pay period frequency options, payroll settings, punch edit windows, and Auto Lock configuration for controlling timecard edits.
- [Legacy Create or Edit a Pay Period Rule](https://docs.restaurant365.com/docs/create-a-time-attendance-pay-period.md): Create or edit a legacy pay period rule: set pay frequency, lock settings, payroll configuration, and save the rule.
- [Certifications](https://docs.restaurant365.com/docs/certifications-category.md)
- [Certifications Overview](https://docs.restaurant365.com/docs/certifications.md): Overview of Certification Tracking for employee certification expirations. Covers the Certifications page, employee record tab, and manager alerts.
- [Certifications Tab - Labor Rules](https://docs.restaurant365.com/docs/labor-rules-page-certifications-tab.md): The Certifications tab on the Labor Rules page is where certification types are created and managed for employee certification tracking.
- [Create a Certification Type](https://docs.restaurant365.com/docs/certification-tracking-creating-a-certification-type.md): Create a certification type on the Labor Rules page: name it, configure expiration notifications, and set advance notice days (1-90).
- [Job Settings](https://docs.restaurant365.com/docs/job-settings.md)
- [Parent Jobs Overview](https://docs.restaurant365.com/docs/manage-parent-jobs.md): Parent jobs group location-level jobs for labor matrix groups. Covers labor settings, how they apply to assigned jobs, and where parent jobs appear.
- [Job Settings Page](https://docs.restaurant365.com/docs/job-settings-page.md): The Job Settings page lists all parent jobs, their assigned location jobs, and controls for creating, renaming, removing assignments, and deleting.
- [Create a Parent Job](https://docs.restaurant365.com/docs/create-a-parent-job.md): Create a parent job from the Job Settings page, job record drop-down, or group labor matrix to group location jobs for matrix configuration.
- [Delete a Parent Job](https://docs.restaurant365.com/docs/delete-a-parent-job.md): Permanently delete a parent job from Job Settings. The delete option appears only after all assigned location jobs are removed.
- [Assign Location Jobs to Parent Jobs](https://docs.restaurant365.com/docs/assign-location-jobs-to-parent-jobs.md): Assign location-level jobs to parent jobs from a job record or group labor matrix. Each parent allows one job per location. Bulk assignment supported.
- [Remove Parent Job Assignments](https://docs.restaurant365.com/docs/remove-assigned-location-jobs-from-a-parent-job.md): Remove location jobs from a parent job via Job Settings or job record. Removing a job unlinks it from the parent without deleting the parent job.
- [Rename a Parent Job](https://docs.restaurant365.com/docs/rename-parent-job.md): Rename a parent job from the Parent Jobs section of Job Settings. Changes save automatically and all assigned location jobs are retained.
- [Labor Matrix](https://docs.restaurant365.com/docs/labor-matrix-admin.md)
- [Labor Matrix Overview](https://docs.restaurant365.com/docs/labor-matrix-overview.md): Overview of the Labor Matrix: single-location and group types, operating hours, fixed vs. variable labor, parent jobs, versioning, and forecasting.
- [Labor Matrix Page](https://docs.restaurant365.com/docs/labor-matrix-page.md): The Labor Matrix page has Locations and Groups tabs for navigating single-location and group labor matrixes and managing records.
- [Single Location Labor Matrix](https://docs.restaurant365.com/docs/single-location-labor-matrix-record.md): The single-location labor matrix consolidates operating hours, scheduled jobs, fixed and variable labor, and parent job assignments for one location.
- [Group Labor Matrix](https://docs.restaurant365.com/docs/multi-location-labor-matrix.md): The Group Labor Matrix record shares a labor configuration across locations. Covers parent jobs, fixed/variable labor, versioning, and location setup.
- [Labor Matrix Versioning](https://docs.restaurant365.com/docs/labor-matrix-versioning.md): Create labor matrix versions with future effective dates, view version history, and understand how location changes trigger automatic new versions.
- [Configure Fixed Labor Amounts](https://docs.restaurant365.com/docs/configure-fixed-labor-amounts.md): Set fixed dollar labor amounts per day for parent jobs in a labor matrix for non-sales-dependent positions like salaried managers.
- [Configure Variable Labor Thresholds and Minimums](https://docs.restaurant365.com/docs/configure-variable-labor-thresholds-and-minimums.md): Configure variable labor thresholds: set sales breakpoints, hours per tier, and minimum staffing for each parent job in a labor matrix.
- [Create a Group Labor Matrix](https://docs.restaurant365.com/docs/create-a-group-labor-matrix.md): Create a group labor matrix: name it, assign locations with the same fiscal week start, set an effective date, and configure parent jobs and labor.
- [Manage Locations in a Group Labor Matrix](https://docs.restaurant365.com/docs/change-locations-assigned-to-a-group-labor-matrix.md): Add or remove locations from a group labor matrix. Locations must share the same fiscal week start. Adding moves it from its single-location matrix.
- [Parent Jobs Overview](https://docs.restaurant365.com/docs/parent-jobs-overview.md)
- [Assign Location Jobs to Parent Jobs](https://docs.restaurant365.com/docs/assign-location-jobs-to-parent-jobs-2.md)
- [Onboarding](https://docs.restaurant365.com/docs/onboarding.md)
- [Work Eligibility Overview](https://docs.restaurant365.com/docs/work-eligibility-overview-1.md): Work Eligibility in R365 — I-9 tracking, the two-section signing workflow, waiving, restarting, and enabling I-9 verification via onboarding rules.
- [Onboarding page](https://docs.restaurant365.com/docs/onboarding-page.md): The Onboarding page shows work eligibility rules for all legal entities. View I-9 status and enable or disable I-9 verification by legal entity.
- [Work Eligibility Rules](https://docs.restaurant365.com/docs/onboarding-rule.md): The Work Eligibility Rules sidesheet shows I-9 verification status for a legal entity with per-location toggles to enable or disable verification.
- [Enable or Disable I-9 Verification](https://docs.restaurant365.com/docs/edit-an-onboarding-rule.md): Enable or disable I-9 verification for individual locations or in bulk via the Work Eligibility Rules sidesheet. Requires editing the onboarding rule.
- [Legacy Onboarding Page](https://docs.restaurant365.com/docs/workforce-settings-onboarding-page.md): The legacy Onboarding page has a Form I-9 toggle that adds I-9 forms to payroll onboarding for employees onboarded after the setting is enabled.
- [Legacy Onboarding I-9s](https://docs.restaurant365.com/docs/onboarding-i-9s.md): Legacy I-9 process in R365 Payroll: enable the I-9 form, complete employee and employer portions, and download PDFs. Updated for 2023 USCIS form.
- [R365 Mobile](https://docs.restaurant365.com/docs/r365-mobile.md)
- [R365 App Update 2025](https://docs.restaurant365.com/docs/r365-app-update-2025.md): Overview of the 2025 R365 mobile app update: new features, UI improvements, and migration notes for users upgrading from the previous version.
- [General (Mobile)](https://docs.restaurant365.com/docs/r365-mobile-app-general.md)
- [R365 Mobile App Download](https://docs.restaurant365.com/docs/r365-mobile-app.md): Download the R365 Mobile App on iOS and Android from the App Store and Google Play. Review system requirements and complete initial setup.
- [R365 App Mobile Device Management (MDM)](https://docs.restaurant365.com/docs/r365-app-mobile-device-management-mdm.md): Deploy the R365 Mobile App via MDM solutions. Covers configuration requirements, app distribution through MDM, and enterprise device management.
- [Enable Automatic Updates for the R365 Mobile App](https://docs.restaurant365.com/docs/enable-automatic-updates-for-the-r365-mobile-app.md): Enable automatic updates for the R365 Mobile App on iOS and Android so the app stays current without manual App Store or Google Play update steps.
- [Mobile Navigation](https://docs.restaurant365.com/docs/mobile-navigation.md)
- [R365 Mobile Navigation](https://docs.restaurant365.com/docs/r365-mobile-navigation.md): Reference for R365 Mobile navigation: header, bottom tab bar, Dashboard, Communication, Create menu, Pinned tool, More menu, and Notifications.
- [Mobile More Menu](https://docs.restaurant365.com/docs/mobile-more-menu.md): The R365 Mobile More menu accesses features not in the tab bar: Accounting, Inventory, Sales, Workforce, Training, Task Manager, and My Stuff.
- [Mobile Create Menu](https://docs.restaurant365.com/docs/mobile-create-menu.md): The R365 Mobile Create menu lists all available actions: file upload, log entry, waste log, donation log, transfer, inventory count, order, and more.
- [Pin a Favorite Tool in Mobile](https://docs.restaurant365.com/docs/pin-a-favorite-tool-in-mobile.md): Select, change, or reset the pinned tool slot in the R365 Mobile tab bar. Lists all pinnable tools and explains the default priority order.
- [Device Widgets](https://docs.restaurant365.com/docs/device-widgets.md)
- [Device Widgets Overview](https://docs.restaurant365.com/docs/device-widgets-overview.md): R365 iOS and Android home screen widgets display schedule, sales, and task data without opening the app. Covers widget types and refresh behavior.
- [Add a Device Widget to Your Home Screen](https://docs.restaurant365.com/docs/add-a-device-widget-to-your-home-screen.md): Add an R365 device widget to an iOS or Android home screen through the device widget gallery. Step-by-step instructions for both platforms.
- [Legacy R365 App Overview](https://docs.restaurant365.com/docs/r365-app-overview.md): Legacy R365 app features: manager tools (AP, inventory, DSS, orders, logbook) and employee tools (schedule, shifts, time off, messaging).
- [Mobile Login](https://docs.restaurant365.com/docs/mobile-login.md)
- [Log In and Out of the R365 Mobile App](https://docs.restaurant365.com/docs/log-in-to-the-r365-app-1.md): Log in to R365 Mobile using username/password or SSO (Okta/Microsoft Entra). Covers first-time setup, multi-instance selection, and logging out.
- [Log In to the Legacy R365 App](https://docs.restaurant365.com/docs/logging-in-to-the-r365-app.md): Legacy R365 app login: download, enter username, select instance, handle SSO, enter password, and set a new password on first login.
- [Update Password (Mobile)](https://docs.restaurant365.com/docs/r365-app-reset-user-password.md): Reset an R365 mobile password from the user profile via a password reset email, or use Forgot Password from the login screen.
- [Legacy R365 App: Updating User Passwords](https://docs.restaurant365.com/docs/r365-app-updating-user-passwords.md): Change an R365 app password from the employee profile or reset a forgotten password via Forgot Password to receive a temporary password by email.
- [Notifications (Mobile)](https://docs.restaurant365.com/docs/notifications-mobile.md)
- [Mobile Notifications](https://docs.restaurant365.com/docs/r365-red-app-notifications.md): View and manage R365 mobile notifications via the bell icon. Mark individual or all notifications as read and adjust delivery preferences.
- [Notification Settings (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-editing-notifications-settings.md): Enable or disable R365 mobile notification categories and choose delivery method (push, email, SMS) from the notification settings screen.
- [Profile (Mobile)](https://docs.restaurant365.com/docs/profile-mobile.md)
- [Mobile Profile Screen](https://docs.restaurant365.com/docs/mobile-profile-screen.md): The R365 Mobile Profile screen covers profile picture, contact info, location switching, Bluetooth scanner, language, password update, and logout.
- [Profile Picture (Mobile)](https://docs.restaurant365.com/docs/profile-picture-mobile.md): Add, update, or delete a profile picture in the R365 mobile app. Take a photo, upload, or crop. Image also appears on the web Employee record.
- [R365 Mobile Language Options](https://docs.restaurant365.com/docs/r365-mobile-language-options-1.md)
- [Barcode Scanning](https://docs.restaurant365.com/docs/barcode-scanning-mobile.md)
- [Mobile Barcode Scanning Overview](https://docs.restaurant365.com/docs/r365-app-barcode-scanning-overview.md): Overview of R365 barcode scanning for inventory counts, waste/donation logs, and item transfers. Covers camera and Bluetooth scanner support.
- [Barcode Scanning Inventory Counts](https://docs.restaurant365.com/docs/r365-app-barcode-scanning-inventory-counts.md): Scan item barcodes into inventory counts using camera or Bluetooth scanner. Covers offline support, storage location selection, and unlinked barcodes.
- [Barcode Scanning Logs and Transfers](https://docs.restaurant365.com/docs/r365-app-barcode-scanning-logs-and-transfers.md): Use barcode scanning to add items to waste logs, donation logs, and item transfers in the R365 mobile app. Covers workflow and unrecognized barcodes.
- [Barcode Scanning: Item Not in Location](https://docs.restaurant365.com/docs/r365-app-barcode-scanning-item-not-in-location.md): When a scanned inventory item is not in the selected storage location, add it to the location or count template. Requires permissions and internet.
- [Barcode Scanning: Barcode Not Found](https://docs.restaurant365.com/docs/r365-app-barcode-scanning-barcode-not-found.md): When a scanned barcode is unlinked, link it to a purchased item to continue scanning. Requires internet connection and Edit Purchased Item permission.
- [Using a Bluetooth Barcode Scanner](https://docs.restaurant365.com/docs/r365-app-barcode-scanning-using-a-bluetooth-scanner.md): Pair and connect a BLE Bluetooth scanner to the R365 mobile app for inventory counts and logs. Covers permission setup and disconnecting.
- [Upload Files via the R365 App](https://docs.restaurant365.com/docs/documents-to-process-uploading-files-via-the-r365-red-app.md): Upload documents (receipts, invoices) to Docs to Process via the R365 mobile app using take photo, upload photo, upload files, or scan document.
- [Dashboard (Mobile)](https://docs.restaurant365.com/docs/dashboard-mobile.md)
- [Mobile Dashboard](https://docs.restaurant365.com/docs/mobile-dashboard.md): The R365 Mobile Dashboard has configurable widgets: My Shortcuts, Announcements, Daily sales, Logbook, My tasks, Open requests, and My next shifts.
- [Configure My Shortcuts in Mobile](https://docs.restaurant365.com/docs/configure-my-shortcuts-in-mobile.md): Customize the My Shortcuts dashboard widget by selecting up to 3 shortcuts from available tools. Covers resetting shortcuts to the system default.
- [Configure Mobile Dashboard Widgets](https://docs.restaurant365.com/docs/configure-mobile-dashboard-widgets.md): Add, remove, or reorder widgets on the R365 Mobile Dashboard by swiping up or tap-and-hold. My Shortcuts and Announcements cannot be removed.
- [Legacy Mobile Dashboard](https://docs.restaurant365.com/docs/r365-red-app-mobile-dashboard.md): Legacy R365 mobile dashboard widgets: Daily Sales, My Tasks, Logbook, Schedule, Open Requests, My Time Off, Announcements, and Onboarding.
- [Communication](https://docs.restaurant365.com/docs/communication.md)
- [Mobile Communication Screen](https://docs.restaurant365.com/docs/mobile-communication-screen.md): The R365 Mobile Communication screen has Announcements and R365 Messaging tabs. Search announcements and view or create messages and group chats.
- [Create an Announcement (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-announcements.md): Create and edit announcements in the R365 mobile app with location and department targeting, attachments, and deep links.
- [R365 Messaging](https://docs.restaurant365.com/docs/r365-messaging-1.md)
- [R365 Messaging](https://docs.restaurant365.com/docs/r365-messaging.md): In-app messaging tool for employees to send direct and group messages about schedules and shifts without sharing personal phone numbers.
- [Enable or Disable R365 Messaging](https://docs.restaurant365.com/docs/r365-red-app-enable-or-disable-messaging.md): Enable or disable R365 Messaging at the location level via the Location record or at the employee level via the Employee record.
- [Group Messaging](https://docs.restaurant365.com/docs/r365-red-app-group-messaging.md): Create a group chat in R365 Messaging: name the group, add members, and send a message. Covers editing, muting, archiving, and leaving.
- [Archive R365 Messages](https://docs.restaurant365.com/docs/r365-red-app-archived-messages.md): Archive and unarchive chat threads in the R365 mobile app. Archived chats are muted and moved out of the Messages tab.
- [Report R365 Messages](https://docs.restaurant365.com/docs/report-r365-messages.md): Report inappropriate R365 messages to scheduling managers from a message thread or Member Info screen. Covers post-report manager review.
- [R365 Messaging Audit Center](https://docs.restaurant365.com/docs/r365-messaging-audit-center.md): Managers review employee-reported messages using the Messaging Audit Center. Covers Reported and Audit tabs, disciplinary notes, and archiving.
- [Reports (Mobile)](https://docs.restaurant365.com/docs/reports-mobile.md)
- [AI Dashboards (Mobile)](https://docs.restaurant365.com/docs/intelligence-mobile.md)
- [AI Dashboards (Mobile)](https://docs.restaurant365.com/docs/r365-app-intelligence.md): View R365 AI Dashboards on mobile: navigate the dashboard library, view in mobile mode, toggle filters and panels, and use the options menu.
- [Accounting (Mobile)](https://docs.restaurant365.com/docs/accounting-mobile.md)
- [AP Transactions (Mobile)](https://docs.restaurant365.com/docs/ap-transactions-mobile-1.md)
- [AP Transactions (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-ap-transactions.md): View, approve, and unapprove AP invoices, credit memos, and payments from the R365 mobile AP Transactions screen.
- [Invoice Approvals (Mobile)](https://docs.restaurant365.com/docs/ap-approvals-mobile.md)
- [Invoice Approvals (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-ap-approvals.md): Approve or unapprove AP invoices and journal entries from R365 mobile. Covers the Invoices screen, quick filters, file management, and AP Approvals.
- [Payment Run Approvals (Mobile)](https://docs.restaurant365.com/docs/payment-run-approvals-mobile.md)
- [Payment Run Approvals (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-review-and-approve-payment-runs.md): Review and approve payment runs in R365 mobile. Covers the Payment Runs screen, quick filters, run details, and per-vendor invoice selection.
- [Inventory (Mobile)](https://docs.restaurant365.com/docs/inventory-mobile.md)
- [Orders](https://docs.restaurant365.com/docs/orders-mobile.md)
- [R365 App: Orders Overview](https://docs.restaurant365.com/docs/r365-app-orders-overview.md): Purchase orders in R365 mobile: Orders list (single-vendor and multi-vendor tabs), statuses (In Progress, Submitted, Invoiced), and creating orders.
- [R365 App: Creating an Order](https://docs.restaurant365.com/docs/r365-app-creating-an-order.md): Create a purchase order in the R365 mobile app: select a vendor, add items, set quantities, and submit the order.
- [Inventory Counts](https://docs.restaurant365.com/docs/inventory-counts-mobile.md)
- [Mobile Inventory Counts Overview](https://docs.restaurant365.com/docs/mobile-inventory-counts-overview.md): Overview of the mobile inventory counts workflow: create a count, enter quantities, review variances, complete, and approve.
- [Inventory Screen (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-inventory-counts-overview.md): The mobile Inventory screen organizes counts into In Progress, Completed, and Approved tabs with search, status icons, and the Create (+) button.
- [Inventory Count, Storage Location, and Item Count Screens (Mobile)](https://docs.restaurant365.com/docs/inventory-count-screens-mobile.md): Reference for three mobile inventory count screens: Inventory Count (location list), Storage Location (item list), and Item Count (quantity entry).
- [Create an Inventory Count (Mobile)](https://docs.restaurant365.com/docs/r365-app-create-and-enter-inventory-counts.md): Create and start an inventory count in R365 mobile: select a template, choose location and count date, and start so it appears in the In Progress tab.
- [Manually Enter an Inventory Count (Mobile)](https://docs.restaurant365.com/docs/enter-an-inventory-count-mobile.md): Enter item quantities in a mobile inventory count: navigate to a storage location, tap an item, and enter quantities with the calculator keypad.
- [Add or Remove Items from an Inventory Count (Mobile)](https://docs.restaurant365.com/docs/add-or-remove-items-from-an-inventory-count-mobile.md): Add or remove items from an active mobile inventory count. Search, set position, choose Count Only vs. template update, or remove via Edit mode.
- [Reorder Storage Location Items (Mobile)](https://docs.restaurant365.com/docs/rearrange-items-in-an-inventory-count-mobile.md): Rearrange items within a storage location during a mobile inventory count: tap Edit, hold the rearrange icon, drag to a new position, and tap Done.
- [Review and Complete an Inventory Count with Variance Review (Mobile)](https://docs.restaurant365.com/docs/review-inventory-count-variances-on-the-r365-app.md): Complete a mobile inventory count with variance review: tap Review Variances, view violations, adjust counts, and tap Complete.
- [Review and Complete an Inventory Count without Variance Review (Mobile)](https://docs.restaurant365.com/docs/review-and-complete-an-inventory-count-without-variance-review-mobile.md): Complete a mobile inventory count without variance review: manually review storage locations for discrepancies, resolve alerts, and tap Complete.
- [Approve Inventory Counts (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-review-and-approve-inventory-counts.md): Approve a completed inventory count in R365 mobile: go to Completed tab, select a count, tap Approve, and confirm. Warns on prior unapproved counts.
- [Theoretical Variance Review Screen (Mobile)](https://docs.restaurant365.com/docs/mobile-variance-review-screen.md): Reference for the Theoretical Variance Review screen: actual/theoretical bars, efficiency percentage, violation notices, and filter/sort options.
- [Barcode Scanning: Item Not in Location](https://docs.restaurant365.com/docs/barcode-scanning-item-not-in-location.md)
- [Barcode Scanning Inventory Counts](https://docs.restaurant365.com/docs/barcode-scanning-inventory-counts.md)
- [Between Store Transfers](https://docs.restaurant365.com/docs/between-store-transfers-mobile.md)
- [R365 App: Item Transfers Overview and Security](https://docs.restaurant365.com/docs/r365-app-item-transfers-overview-and-security.md): Overview of mobile item transfers: Between Store Transfers list, Basic Info, Items, and Comments tabs. Covers permissions for transfers and approval.
- [Approve Item Transfers](https://docs.restaurant365.com/docs/approve-item-transfers.md): Approve or reject an incoming item transfer on mobile from My Tasks or the Between Store Transfers list. Review items, then Approve or Reject.
- [R365 App: Create and Edit Item Transfers](https://docs.restaurant365.com/docs/r365-app-create-and-edit-item-transfers.md): Create, edit, and manage between-store item transfers in R365 mobile: add items, set quantities, add comments, upload attachments, and send.
- [R365 App: Item Transfer Workflow](https://docs.restaurant365.com/docs/r365-app-item-transfer-workflow.md): Item transfer lifecycle on mobile: statuses (In Progress, Pending, Rejected, Completed, Approved), each step, rejecting/resending, and unapproving.
- [Barcode Scanning Logs and Transfers](https://docs.restaurant365.com/docs/barcode-scanning-logs-and-transfers.md)
- [Waste Logs](https://docs.restaurant365.com/docs/waste-logs-1.md)
- [Mobile Waste Logs](https://docs.restaurant365.com/docs/r365-red-app-waste-logs.md): Overview of the Waste Logs screen in R365 mobile: log list, screen fields, and how waste logs feed theoretical usage in inventory variance reporting.
- [Enter and Manage Waste Logs Via Mobile](https://docs.restaurant365.com/docs/enter-a-waste-log-via-mobile.md): Create, enter, and manage waste logs in R365 mobile: select items, enter wasted quantities and reasons, save entries, and edit or delete records.
- [Barcode Scanning Logs and Transfers](https://docs.restaurant365.com/docs/barcode-scanning-logs-and-transfers-1.md)
- [Donation Logs](https://docs.restaurant365.com/docs/donation-logs.md)
- [Mobile Donation Logs](https://docs.restaurant365.com/docs/r365-red-app-donation-logs-overview.md): Overview of the Donation Logs screen in R365 mobile: log list, screen fields, and how donation logs track food donated outside normal sales.
- [Enter and Manage Donation Logs Via Mobile](https://docs.restaurant365.com/docs/r365-red-app-entering-donation-logs.md): Create, enter, and manage donation logs in R365 mobile: select items, enter donated quantities, save entries, and edit or delete existing records.
- [Barcode Scanning Logs and Transfers](https://docs.restaurant365.com/docs/barcode-scanning-logs-and-transfers-2.md)
- [Sales & Forecasting (Mobile)](https://docs.restaurant365.com/docs/sales-forecasting-mobile.md)
- [Daily Sales Summary (Mobile)](https://docs.restaurant365.com/docs/daily-sales-summary-mobile.md)
- [Mobile Daily Sales Summary Overview](https://docs.restaurant365.com/docs/mobile-daily-sales-summary.md): Overview of the mobile Daily Sales Summary: DSS records by status, screen fields (labor, deposits, transactions, events), and marking a DSS Complete.
- [Deposit Details - Daily Sales (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-daily-sales-deposits.md): Review POS auto-imported deposits and add new deposits in the mobile DSS. Covers deposit snapshot, over/short status, and petty cash handling.
- [Labor Details - Daily Sales (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-daily-sales-labor.md): The Labor section of the mobile DSS shows total hours, dollars, and percent with status icons and an employee shift list with hours vs. scheduled.
- [Transaction Details - Daily Sales (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-daily-sales-transactions.md): The Transactions section of the mobile DSS shows Comps & Promos, Paid Outs, and House Accounts. Update paid out categories and map house accounts.
- [Add an Event (Mobile)](https://docs.restaurant365.com/docs/mobile-add-an-event.md): Add an event to a Daily Sales Summary in R365 mobile: name it, select category, assign locations, set hours, enter a description, and upload files.
- [Task Manager (Mobile)](https://docs.restaurant365.com/docs/task-manager-mobile.md)
- [My Tasks (Mobile)](https://docs.restaurant365.com/docs/my-tasks-mobile.md)
- [Mobile Tasks](https://docs.restaurant365.com/docs/mobile-tasks.md): Overview of the mobile Tasks page in R365 (Task Management add-on): task list interface, tabs, navigation, and how tasks are organized.
- [Mobile Guide Tasks](https://docs.restaurant365.com/docs/mobile-guide-tasks.md): Guide tasks in mobile Task Management walk users through completion with R365 Action steps. Covers task detail fields, requirements, and attachments.
- [Mobile Upcoming Tasks](https://docs.restaurant365.com/docs/mobile-upcoming-tasks.md): View and complete tasks due soon before their scheduled time. Covers task detail fields (name, timeline, due time, tags) and how to complete them.
- [Mobile Request Task](https://docs.restaurant365.com/docs/mobile-request-task.md): The Requests section in mobile Task Management auto-populates from schedule or transfer requests. Covers request groupings and the approval workflow.
- [Complete a Mobile Task](https://docs.restaurant365.com/docs/complete-a-mobile-task.md): Complete a task in R365 mobile: checkbox, numeric, text entry, and R365 Action task types with Guide Me. Task Management Operations add-on required.
- [Forms (Mobile)](https://docs.restaurant365.com/docs/forms-mobile.md)
- [Mobile Forms](https://docs.restaurant365.com/docs/mobile-forms.md): Overview of Mobile Forms in R365: In Progress and Submitted tabs, navigation, security-based visibility, and filling out form templates.
- [Complete a Mobile Form](https://docs.restaurant365.com/docs/complete-a-mobile-form.md): Complete a form in R365 mobile: select a template, fill out required fields, and submit. Task Management Operations add-on required.
- [Edit a Mobile Form](https://docs.restaurant365.com/docs/edit-a-mobile-form.md): Edit a submitted mobile form when the template's security access allows resubmission. Open the form and use the edit option to modify and resubmit.
- [Manager Log (Mobile)](https://docs.restaurant365.com/docs/manager-log-mobile.md)
- [Logbook (Mobile)](https://docs.restaurant365.com/docs/logbook-mobile.md)
- [Logbook (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-manager-log-overview.md): Create and view daily log entries in the R365 mobile Logbook. Covers Daily Log fields, filters (location, category, tags, priority), and shortcuts.
- [Add Log Entry Comments (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-log-entry-comments.md): Add a comment to a mobile log entry: open the entry, enter a comment, use @mentions to notify users via app/email/SMS, and tap Send.
- [Log Entries (Mobile)](https://docs.restaurant365.com/docs/r365-red-app-create-log-entries.md): Create log entries in R365 mobile from the Logbook or Create menu. Fields: category, description, location, date, employees, daypart, and priority.
- [Workforce (Mobile)](https://docs.restaurant365.com/docs/workforce-mobile.md)
- [Restaurant Schedule](https://docs.restaurant365.com/docs/restaurant-schedule-category.md)
- [Restaurant Schedule](https://docs.restaurant365.com/docs/r365-app-restaurant-schedule.md): Mobile view for scheduling managers to see all published shifts by location, date, and job, and access shift details in the R365 app.
- [Schedule Requests (Mobile)](https://docs.restaurant365.com/docs/employee-schedule-requests-category.md)
- [Schedule Requests Screen (Mobile)](https://docs.restaurant365.com/docs/schedule-requests.md): The Schedule Requests page in R365 mobile shows tabs for Time Off, Trade, Offer, and Availability requests with pending lists and detail navigation.
- [Offer Request Details](https://docs.restaurant365.com/docs/offer-requests.md): Offer Request Details screen: view the offered shift, employees who claimed it, projected hours with OT indicators, and per-employee Approve buttons.
- [Trade Request Details](https://docs.restaurant365.com/docs/trade-requests.md): Reference guide for the Trade Request Details screen in the R365 mobile app, including shift details and approve/deny options.
- [Availability Request Details](https://docs.restaurant365.com/docs/availability-requests.md): Review employee availability change requests on the Availability Request Details screen. Approve or deny recurring and temporary submissions.
- [Time Off Request Details](https://docs.restaurant365.com/docs/time-off-requests.md): Reference guide for the Time Off Request details screen in the R365 mobile app, including fields and status options.
- [Time Off Requests With Accruals](https://docs.restaurant365.com/docs/r365-app-review-time-off-requests-using-accruals.md): When time off accruals are enabled, requests show current balance, requested hours, and remaining balance. Notes on multi-location approvals.
- [Employees](https://docs.restaurant365.com/docs/employees-2.md)
- [Employees (Mobile)](https://docs.restaurant365.com/docs/mobile-employees-page.md): The mobile Employees page provides a searchable employee roster. Tap any employee for contact options: email, call, text, and in-app messaging.
- [My Stuff (Mobile)](https://docs.restaurant365.com/docs/my-stuff-mobile.md)
- [My Schedule (Mobile)](https://docs.restaurant365.com/docs/my-schedule.md)
- [R365 App: Scheduling for Employees Overview](https://docs.restaurant365.com/docs/r365-app-scheduling-for-employees-overview.md): Employee scheduling in R365 mobile: download, log in, view your schedule, request shifts (trade/offer/claim/time off), and update availability.
- [My Schedule](https://docs.restaurant365.com/docs/mobile-my-schedule.md): The My Schedule screen in R365 mobile shows upcoming shifts and the full restaurant schedule. View shift details and navigate by week and location.
- [Connect a Personal Calendar](https://docs.restaurant365.com/docs/connect-a-personal-calendar.md): Connect the R365 employee schedule to a personal iOS or Android calendar app so shifts appear with personal events. Covers setup and sync behavior.
- [My Requests (Mobile)](https://docs.restaurant365.com/docs/schedule-requests-category.md)
- [Employee Schedule Requests Overview](https://docs.restaurant365.com/docs/employee-schedule-requests.md): Overview of schedule request types in the R365 app: time off, shift trades, offering and claiming shifts, and updating weekly availability.
- [Request Time Off](https://docs.restaurant365.com/docs/r365-app-requesting-time-off.md): Submit a time off request in the R365 mobile app. Select dates, add notes, and send for manager approval. Approved requests block those dates.
- [Trade Shifts](https://docs.restaurant365.com/docs/r365-app-trading-shifts.md): Initiate a shift trade in the R365 mobile app. Select the shift, choose a trade partner, and submit the request for manager approval.
- [Offer and Claim Shifts](https://docs.restaurant365.com/docs/r365-app-offering-and-claiming-shifts.md): Offer assigned shifts or claim available shifts in the R365 mobile app. Covers the full offer and claim workflow and manager approval.
- [Change Weekly Availability](https://docs.restaurant365.com/docs/r365-app-updating-weekly-availability.md): Update weekly availability in the R365 mobile app. Set each day as Not Available, All Day, or a time window. Requires manager approval.
- [Time Punches](https://docs.restaurant365.com/docs/time-punches.md)
- [Punch Edit Acknowledgements](https://docs.restaurant365.com/docs/r365-red-app-punch-edit-acknowledgements.md): Get mobile notifications when a manager edits your time punch, then review and acknowledge the change from the Schedule acknowledgments screen.
- [My Timecards](https://docs.restaurant365.com/docs/my-timecards.md)
- [My Timecards (Mobile) Overview](https://docs.restaurant365.com/docs/my-timecards-overview.md): Overview of the My Timecards mobile feature: view shifts and pay, approve timecards, submit missing timecards, and dispute incorrect shifts.
- [My Timecards Screen (Mobile)](https://docs.restaurant365.com/docs/my-timecards-screen.md): Reference for the My Timecards mobile screen: Day/Week/Pay period views, location and status filters, shift cards, and Approve All button.
- [Timecard Screen (Mobile)](https://docs.restaurant365.com/docs/my-timecard-details.md): Reference for the mobile Timecard detail screen: shift hours, clock in/out times, earnings, approval status, activity log, and dispute button.
- [Manage Timecards](https://docs.restaurant365.com/docs/manage-timecards.md)
- [Manage Timecards (Mobile)](https://docs.restaurant365.com/docs/manage-timecards-mobile.md): Review timecards in the R365 mobile app by day, week, or pay period. Approve, dispute, submit missing timecards, or acknowledge dispute resolutions.
- [Approve Your Timecards (Mobile)](https://docs.restaurant365.com/docs/review-your-timecards-mobile.md): Approve individual timecards or tap Approve All on the My Timecards screen to mark shifts ready for payroll. Disputes can still be filed after.
- [Dispute a Timecard (Mobile)](https://docs.restaurant365.com/docs/dispute-a-timecard-mobile.md): Submit a timecard dispute from the mobile Timecard screen. Select fields to change, add a note, and submit to scheduling managers for review.
- [Submit a Timecard (Mobile)](https://docs.restaurant365.com/docs/submit-a-timecard.md): Submit a new timecard for a missing shift in the R365 app. Select date, location, job, and clock in/out times, then submit for manager review.
- [Acknowledge Timecard Resolutions (Mobile)](https://docs.restaurant365.com/docs/acknowledge-timecard-resolutions.md): Acknowledge a manager's dispute resolution in the R365 app. Review the summary, tap Ok, and confirm the timecard status updates to Approved.
- [My Time Off](https://docs.restaurant365.com/docs/my-time-off.md)
- [My Time Off With Accruals](https://docs.restaurant365.com/docs/r365-app-employees-with-time-off-accruals.md): View PTO balances on the My Time Off dashboard. Shows current balance, total accrued, and a new request button per assigned accrual policy.
- [Requesting Time Off with Accruals](https://docs.restaurant365.com/docs/r365-app-using-time-off-accruals.md): Request time off with PTO accruals enabled. Select accrual type, set dates, review balance summary, and submit. Covers waiting periods and increments.
- [My Pay (Mobile)](https://docs.restaurant365.com/docs/my-pay.md)
- [My Pay (Employee Self Service)](https://docs.restaurant365.com/docs/r365-app-my-pay-employee-self-service.md): Overview of the My Pay mobile screen: view and edit payment method, tax withholdings, earnings, personal info, and the first-login tax election.
- [Employee Onboarding](https://docs.restaurant365.com/docs/r365-app-employee-onboarding.md): Complete employee onboarding in the R365 mobile app: confirm personal info, select payment method, upload I-9 docs, complete tax forms, and sign docs.
- [Payment Methods Screen](https://docs.restaurant365.com/docs/workforce-employee-self-service-payment-methods.md): Manage payment methods in R365 Payroll Employee Self Service. Choose Check or Direct Deposit and manage up to three direct deposit bank accounts.
- [Add or Edit Direct Deposit Accounts](https://docs.restaurant365.com/docs/adding-direct-deposit-accounts.md): Add or edit bank accounts for direct deposit in R365. Enter routing and account numbers, set distribution type, and manage up to three accounts.
- [Desktop Employee Self Service](https://docs.restaurant365.com/docs/mypay-desktop.md)
- [My Pay Desktop](https://docs.restaurant365.com/docs/workforce-employee-self-service.md): Overview of the desktop Workforce Self Service portal: view earnings, holiday time off, payroll documents, and edit payment method and withholdings.
- [Desktop Employee Onboarding](https://docs.restaurant365.com/docs/workforce-employee-self-service-onboarding.md): Complete employee onboarding via desktop Self Service: confirm personal info, complete I-9 and W-4, select payment method, and sign documents.
- [My Earnings](https://docs.restaurant365.com/docs/my-earnings.md)
- [My Earnings (Mobile)](https://docs.restaurant365.com/docs/my-earnings-mobile.md): View all earnings by date with net amounts on the My Earnings mobile screen. Tap any row to download a PDF paystub.
- [My Documents](https://docs.restaurant365.com/docs/my-documents.md)
- [My Documents (Mobile)](https://docs.restaurant365.com/docs/my-documents-mobile.md): Browse tax forms, onboarding docs, and signed documents on the My Documents mobile screen. View or download PDFs and check signature status.
- [My Taxes](https://docs.restaurant365.com/docs/my-taxes.md)
- [My Taxes Page](https://docs.restaurant365.com/docs/my-taxes-page.md): View and manage tax withholdings on the My Taxes mobile screen. Edit federal and state tax form details and sign forms electronically.
- [Desktop Employee Self Service](https://docs.restaurant365.com/docs/desktop-employee-self-service.md)
- [My Taxes Desktop](https://docs.restaurant365.com/docs/my-taxes-desktop.md): Review, edit, and sign federal and state tax forms on the desktop My Taxes tab. Includes location selector, search, and section collapse controls.
- [Hire](https://docs.restaurant365.com/docs/hire.md)
- [R365 Hire (Powered by CareerPlug)](https://docs.restaurant365.com/docs/r365-hire-overview.md): Overview of R365 Hire (CareerPlug): automates interview scheduling, syncs hired applicants to R365 employee records, and links to CareerPlug Help.
- [AllianceHCM Payroll](https://docs.restaurant365.com/docs/alliancehcm-payroll.md): Streamline payroll processing with AllianceHCM Payroll and Restaurant365 integration, ensuring seamless data flow for accurate employee time and pay management.
- [APS Payroll](https://docs.restaurant365.com/docs/aps-payroll.md)
- [APS Payroll](https://docs.restaurant365.com/docs/aps-payroll-overview.md): Overview of the APS Payroll integration with R365: labor data flow, journal entry creation, SSO setup, employee and job mapping, and GL account setup.
- [APS Payroll: Manual Payroll Journal Entry Import](https://docs.restaurant365.com/docs/aps-payroll-payroll-journal-entry-import.md): Manually import APS payroll data into R365 when auto-sync is off. Export reversal and banking JE CSVs, then import via Journal Entry Import.
- [Catering](https://docs.restaurant365.com/docs/catering-module.md)
- [Catering Overview](https://docs.restaurant365.com/docs/catering.md): Overview of R365 Catering: setup (items, menus, settings, sites, rooms) and event management (events, contracts, payments, segments).
- [Catering Events](https://docs.restaurant365.com/docs/catering-events.md): Reference for the Catering Event record: general info, details (segments, items, menus), contract, payments, and notes. Covers creating and managing.
- [Catering Event Actions](https://docs.restaurant365.com/docs/catering-event-actions.md): Use the Action menu on Catering Events to copy events, create a final bill, and print or email quotes, contracts, statements, and packing slips.
- [Catering Event Calendar](https://docs.restaurant365.com/docs/catering-event-calendar.md): View catering events in day, week, or month view. Filter by status, rep, room, site, and location. Color-coded by status with quick view tooltips.
- [Catering Event Status](https://docs.restaurant365.com/docs/catering-event-status.md): Reference for the six catering event statuses: Prospect, Proposal, Signed, Event Complete, Billing Complete, and Canceled. Each has a date field.
- [Catering Categories](https://docs.restaurant365.com/docs/catering-categories.md): Create catering categories in item records to group items on contracts. Enable Subtotal By Catering Category in Catering Settings to activate.
- [Catering Contract - Subtotal By](https://docs.restaurant365.com/docs/catering-contract-subtotal-by.md): Choose how catering contract subtotals display: None, Item Type, Catering Category, or Catering Menu. Examples show output for each grouping method.
- [Catering Items](https://docs.restaurant365.com/docs/catering-items.md): Create Catering Items in R365 from existing records, the Create menu, or on-the-fly in events. Configure name, type, price, cost, and category.
- [Catering Menus](https://docs.restaurant365.com/docs/catering-menus.md): Create catering menus from catering items, add subheadings, set quantities and prices, use menus on events via Add From Menu, and run the Menu report.
- [Catering Payments](https://docs.restaurant365.com/docs/catering-payments.md): Manage expected and received payments on Catering Events. Payments Received generate AR Payment transactions linked to the event customer.
- [Catering Segments](https://docs.restaurant365.com/docs/catering-segments.md): Create and manage catering event segments to separate meals within an event. Add menu items per segment; segments display on catering contracts.
- [Catering Settings](https://docs.restaurant365.com/docs/catering-settings.md): Configure Catering Settings: item type templates (tax, gratuity, GL accounts), commission rates, event times, event types, and lead sources.
- [Sites and Rooms](https://docs.restaurant365.com/docs/sites-and-rooms.md): Create and manage catering sites and rooms in R365. Add name, phone, and address via the Create menu or directly in a Catering Event record.
- [Sites](https://docs.restaurant365.com/docs/sites-1.md)
- [New Prep](https://docs.restaurant365.com/docs/new-prep.md)
- [New Prep Overview](https://docs.restaurant365.com/docs/prep-overview.md): Overview of R365 Prep: admin setup (prep settings, recipes, templates) and restaurant use (prep sheets with suggested quantities from sales data).
- [Prep Recipe Updates - Q1 2026](https://docs.restaurant365.com/docs/prep-recipe-updates-q1-2026.md): Q1 2026 prep changes: Prep Items renamed to Prep Recipes, recipes now require recipe items, and migration applies to existing purchased-item prep.
- [Prep Sheets](https://docs.restaurant365.com/docs/prep-sheets-1.md)
- [Prep Estimated Usage](https://docs.restaurant365.com/docs/prep-estimated-usage.md): R365 calculates prep estimated usage using theoretical usage per $1,000 in sales multiplied by 4-week, 6-week, or forecasted average sales.
- [Prep Sheet Details](https://docs.restaurant365.com/docs/prep-sheet-wizard.md): Reference for the Prep Sheet Wizard's three steps: On Hand Count, Prep Quantity Review (with Buffer Tool), and Print Preview for printing setup.
- [Prep Page](https://docs.restaurant365.com/docs/prep-page.md): Reference for the Prep page: Location Selector, Prep Settings, Start Prep buttons, Prep Sheets tab (Today and Past sections), and Prep Recipes tab.
- [Start a Prep Sheet](https://docs.restaurant365.com/docs/start-a-prep-sheet.md): Create a prep sheet: enter on-hand counts, adjust prep quantities using the Buffer Tool, configure print settings, and print the daily prep sheet.
- [Print a Prep Sheet](https://docs.restaurant365.com/docs/print-a-prep-sheet.md): Print a prep sheet: complete on-hand count and quantity review steps, then access print preview to set orientation, sort, grouping, and format.
- [Prep Sheet Print Settings](https://docs.restaurant365.com/docs/prep-sheet-print-settings.md): Configure prep sheet print settings: page orientation, sort order, grouping (station, category, none), and format options like zero-qty recipes.
- [Delete a Prep Sheet](https://docs.restaurant365.com/docs/delete-a-prep-sheet.md): Delete a current or past prep sheet from the Prep Sheets page when created in error, no longer needed, or before publishing a sales forecast.
- [Buffer Tool](https://docs.restaurant365.com/docs/buffer-tool.md): Use the Buffer Tool on prep sheets to adjust quantities for expected demand changes. Enter buffers as quantity or percent to update estimated usage.
- [Prep Recipes](https://docs.restaurant365.com/docs/prep-recipes-1.md)
- [Prep Recipe Record](https://docs.restaurant365.com/docs/prep-recipe-record.md): Field reference for the prep recipe record: source recipe, batch size, unit of measure, shelf life, prep duration, station, and category.
- [Create and Edit Prep Recipes](https://docs.restaurant365.com/docs/create-prep-items.md): Create prep recipes by adding existing R365 recipes via the Add Recipes panel. Edit batch size, shelf life, duration, prep station, and category.
- [Deactivate or Activate Prep Recipes](https://docs.restaurant365.com/docs/deactivate-or-activate-prep-items.md): Deactivate a prep recipe to remove it from new templates and active prep sheets, or reactivate it to restore it to associated templates.
- [View Prep Recipe History](https://docs.restaurant365.com/docs/view-prep-item-history.md): View the Prep History tab on a prep recipe to see all instances the recipe was prepped. Filter by time frame and location to review past production.
- [Prep Settings](https://docs.restaurant365.com/docs/prep-settings.md)
- [Prep Settings Page](https://docs.restaurant365.com/docs/prep-settings-page.md): Overview of the Prep Settings page: four tabs — Templates, Configurations, Stations, and Categories — each managing a different aspect of prep setup.
- [Prep Configuration Details](https://docs.restaurant365.com/docs/prep-configurations.md): Field reference for prep configuration records: name, assigned locations, estimated usage calculation options, rounding, and theo on hand toggle.
- [Manage Prep Configurations](https://docs.restaurant365.com/docs/manage-prep-configurations.md): Edit prep configurations to set default prep sheet settings per location: estimated usage method, rounding options, and the theo on hand count toggle.
- [Manage Prep Stations](https://docs.restaurant365.com/docs/manage-prep-stations.md): Create, delete, and activate or deactivate prep stations — physical kitchen areas assigned to prep recipes. Stations are shared across all locations.
- [Manage Prep Categories](https://docs.restaurant365.com/docs/manage-prep-categories.md): Create, edit, and delete prep categories to organize recipes on printed prep sheets.
- [Snowflake Data Share](https://docs.restaurant365.com/docs/snowflake-data-share.md)
- [Snowflake Data Share Setup](https://docs.restaurant365.com/docs/snowflake-data-share-setup.md): Connect your Snowflake environment to R365 for read-only reporting. Provide Account ID, Share ID, Cloud Platform, and Region, then accept the listing.

## R365 Developer Hub (API Reference)

- [R365 Public APIs](https://docs.restaurant365.com/apidocs/r365-public-apis.md)
- [Credit Memos](https://docs.restaurant365.com/apidocs/public-v1-accounting-accounts-payable-credit-memos.md)
- [Credit Memos](https://docs.restaurant365.com/apidocs/public-v1-accounting-accounts-payable-credit-memos-1.md)
- [Credit Memos](https://docs.restaurant365.com/apidocs/public-v1-accounting-accounts-payable-credit-memos-2.md)
- [Invoices](https://docs.restaurant365.com/apidocs/public-v1-accounting-accounts-payable-invoices.md)
- [Invoices](https://docs.restaurant365.com/apidocs/public-v1-accounting-accounts-payable-invoices-1.md)
- [Invoices](https://docs.restaurant365.com/apidocs/public-v1-accounting-accounts-payable-invoices-2.md)
- [Payments](https://docs.restaurant365.com/apidocs/public-v1-accounting-accounts-payable-payments.md)
- [Payments](https://docs.restaurant365.com/apidocs/public-v1-accounting-accounts-payable-payments-1.md)
- [Payments](https://docs.restaurant365.com/apidocs/public-v1-accounting-accounts-payable-payments-2.md)
- [Payment Terms](https://docs.restaurant365.com/apidocs/public-v1-accounting-financial-configuration-payment-terms.md)
- [Bank Accounts](https://docs.restaurant365.com/apidocs/public-v1-accounting-general-ledger-bank-accounts.md)
- [GL Account Balance by Date](https://docs.restaurant365.com/apidocs/public-v1-accounting-gl-account-balances-date.md)
- [GL Accounts](https://docs.restaurant365.com/apidocs/public-v1-accounting-gl-accounts.md)
- [Journal Entries](https://docs.restaurant365.com/apidocs/public-v1-accounting-journal-entries-1.md)
- [POS Mapping](https://docs.restaurant365.com/apidocs/public-v1-accounting-pos-mapping.md)
- [POS Mappings](https://docs.restaurant365.com/apidocs/public-v1-accounting-pos-mappings.md)
- [Transactions](https://docs.restaurant365.com/apidocs/public-v1-accounting-transactions.md)
- [Brands](https://docs.restaurant365.com/apidocs/public-v1-brand-management-brands.md)
- [Connected Tenants and Locations](https://docs.restaurant365.com/apidocs/public-v1-brand-management-connected-tenants-locations.md)
- [Location Groups](https://docs.restaurant365.com/apidocs/public-v1-brand-management-location-groups.md)
- [Deleted Entities](https://docs.restaurant365.com/apidocs/public-v1-core-entity-deleted-1.md)
- [Legal Entities](https://docs.restaurant365.com/apidocs/public-v1-core-legal-entities.md)
- [Legal Entity by ID](https://docs.restaurant365.com/apidocs/public-v1-core-legal-entities-id.md)
- [Locations](https://docs.restaurant365.com/apidocs/public-v1-core-locations.md)
- [Inventory Counts](https://docs.restaurant365.com/apidocs/public-v1-inventory-inventory-counts.md)
- [Inventory Count by ID](https://docs.restaurant365.com/apidocs/public-v1-inventory-inventory-counts-id.md)
- [Vendor Invoices](https://docs.restaurant365.com/apidocs/public-v1-inventory-invoices.md)
- [Vendor Invoice by ID](https://docs.restaurant365.com/apidocs/public-v1-inventory-invoices-id.md)
- [Item Categories](https://docs.restaurant365.com/apidocs/public-v1-inventory-item-categories.md)
- [Item Category by ID](https://docs.restaurant365.com/apidocs/public-v1-inventory-item-categories-id.md)
- [Item Transfers](https://docs.restaurant365.com/apidocs/public-v1-inventory-item-transfers.md)
- [Item Transfer by ID](https://docs.restaurant365.com/apidocs/public-v1-inventory-item-transfers-id.md)
- [Items](https://docs.restaurant365.com/apidocs/public-v1-inventory-items.md)
- [Item by ID](https://docs.restaurant365.com/apidocs/public-v1-inventory-items-id.md)
- [Purchase Orders](https://docs.restaurant365.com/apidocs/public-v1-inventory-purchase-orders.md)
- [Purchase Order by ID](https://docs.restaurant365.com/apidocs/public-v1-inventory-purchase-orders-id.md)
- [Units of Measure](https://docs.restaurant365.com/apidocs/public-v1-inventory-units-of-measure.md)
- [Unit of Measure by ID](https://docs.restaurant365.com/apidocs/public-v1-inventory-units-of-measure-id.md)
- [Vendor Items](https://docs.restaurant365.com/apidocs/public-v1-inventory-vendor-items.md)
- [Vendor Item by ID](https://docs.restaurant365.com/apidocs/public-v1-inventory-vendor-items-id.md)
- [Vendors](https://docs.restaurant365.com/apidocs/public-v1-inventory-vendors.md)
- [Vendor by ID](https://docs.restaurant365.com/apidocs/public-v1-inventory-vendors-id.md)
- [Waste Logs](https://docs.restaurant365.com/apidocs/public-v1-inventory-waste-logs.md)
- [Waste Log by ID](https://docs.restaurant365.com/apidocs/public-v1-inventory-waste-logs-id.md)
- [Employees](https://docs.restaurant365.com/apidocs/public-v1-labor-employees-1.md)
- [Jobs](https://docs.restaurant365.com/apidocs/public-v1-labor-jobs-1.md)
- [Labor Punches](https://docs.restaurant365.com/apidocs/public-v1-labor-labor-punches-1.md)
- [Payroll Summaries](https://docs.restaurant365.com/apidocs/public-v1-labor-payroll-summaries.md)
- [Sales Analytics](https://docs.restaurant365.com/apidocs/public-v1-labor-sales-analytics.md)
- [Import Deposits](https://docs.restaurant365.com/apidocs/public-v1-pos-deposits-import-2.md)
- [Import Status by ID](https://docs.restaurant365.com/apidocs/public-v1-pos-imports-importid-2.md)
- [Import Labor Employees](https://docs.restaurant365.com/apidocs/public-v1-pos-labor-employees-import-2.md)
- [Import Labor Job Titles](https://docs.restaurant365.com/apidocs/public-v1-pos-labor-job-titles-import-2.md)
- [Import Labor Punches](https://docs.restaurant365.com/apidocs/public-v1-pos-labor-punches-import-2.md)
- [Import Paidouts](https://docs.restaurant365.com/apidocs/public-v1-pos-paidouts-import-2.md)
- [Import Sales](https://docs.restaurant365.com/apidocs/public-v1-pos-sales-import-2.md)
- [Import Tills](https://docs.restaurant365.com/apidocs/public-v1-pos-tills-import-2.md)
- [Trigger Import](https://docs.restaurant365.com/apidocs/public-v1-pos-trigger-2.md)
- [Daily Sales](https://docs.restaurant365.com/apidocs/public-v1-sales-daily-sales-1.md)
- [Reporting Roles](https://docs.restaurant365.com/apidocs/public-v1-user-management-reporting-roles.md)
- [Reporting Role by ID](https://docs.restaurant365.com/apidocs/public-v1-user-management-reporting-roles-id.md)
- [User Roles](https://docs.restaurant365.com/apidocs/public-v1-user-management-user-roles.md)
- [User Role by ID](https://docs.restaurant365.com/apidocs/public-v1-user-management-user-roles-id.md)
- [Users](https://docs.restaurant365.com/apidocs/public-v1-user-management-users.md)
- [Users](https://docs.restaurant365.com/apidocs/public-v1-user-management-users-1.md)
- [Users](https://docs.restaurant365.com/apidocs/public-v1-user-management-users-2.md)
- [User by ID](https://docs.restaurant365.com/apidocs/public-v1-user-management-users-userid.md)
- [User by ID](https://docs.restaurant365.com/apidocs/public-v1-user-management-users-userid-1.md)
- [Secure Data Share](https://docs.restaurant365.com/apidocs/secure-data-share.md)
- [Get Started with Secure Data Share](https://docs.restaurant365.com/apidocs/get-started-with-secure-data-share.md)
- [Snowflake Data Share Setup](https://docs.restaurant365.com/apidocs/snowflake-data-share-setup.md): Connect your Snowflake environment to R365 via secure data share. Provide required account details and accept the private listing in Snowflake.
- [Data Dictionaries](https://docs.restaurant365.com/apidocs/data-dictionaries.md)
- [Global](https://docs.restaurant365.com/apidocs/global-views.md)
- [Legal Entity](https://docs.restaurant365.com/apidocs/legal-entity-view.md): Snowflake data share view: legal entity master data with business unit name, address, tax ID, and active status for all legal entities.
- [Location](https://docs.restaurant365.com/apidocs/location-view.md): Snowflake data share view: restaurant location master data with address, parent legal entity assignments, and up to 10 custom category groupings.
- [User Access](https://docs.restaurant365.com/apidocs/user-access-view.md): Snowflake data share view: user permission dataset mapping users to authorized locations and reports, including all-locations and all-reports flags.
- [User](https://docs.restaurant365.com/apidocs/user-view.md): Snowflake data share view: platform user directory with username, full name, and contact info for all user accounts in the organization.
- [Accounting](https://docs.restaurant365.com/apidocs/accounting-views.md)
- [Budget](https://docs.restaurant365.com/apidocs/budget-view.md): Snowflake data share view: financial budget plan with planned revenue and cost allocations by location, GL account, and time period.
- [Calendar](https://docs.restaurant365.com/apidocs/calendar-view.md): Snowflake data share view: fiscal calendar mapping dates to fiscal periods, quarters, weeks, and years per legal entity.
- [GL Account Activity](https://docs.restaurant365.com/apidocs/general-ledger-view.md): Snowflake data share view: financial transaction record with debit and credit activity by GL account, transaction type, and legal entity per line.
- [Sales](https://docs.restaurant365.com/apidocs/sales-views.md)
- [Sales](https://docs.restaurant365.com/apidocs/sales-view.md): Snowflake data share view: POS sales detail with quantities and revenue by location, time period, sales account, and category classification.
- [Product Mix](https://docs.restaurant365.com/apidocs/product-mix-view.md): Snowflake data share view: POS sales detail with quantities and amounts sold at the menu item level by location and time period.
- [Payments](https://docs.restaurant365.com/apidocs/payments-view.md): Snowflake data share view: POS payment transaction record with payment method, amount, void status, and 15/30/60-minute time intervals per payment.
- [Menu Items](https://docs.restaurant365.com/apidocs/menu-items-view.md): Snowflake data share view: menu item catalog with selling price, recipe cost, SKU, and up to three category classifications for all POS products.
- [Inventory](https://docs.restaurant365.com/apidocs/inventory-1.md)
- [Inventory Activity](https://docs.restaurant365.com/apidocs/inventory-activity-view.md): Snowflake data share view: inventory movement record covering physical counts, receipts, transfers, waste, and donations across all transactions.
- [Inventory Item](https://docs.restaurant365.com/apidocs/inventory-item-view.md): Snowflake data share view: inventory item master data with item type classification, category groupings, and purchase, inventory, and reporting UofM.
- [Menu Item Map](https://docs.restaurant365.com/apidocs/menu-item-map-view.md): Snowflake data share view: recipe-to-sales mapping with relationships between recipe inventory items and point-of-sale menu items.
- [Vendor](https://docs.restaurant365.com/apidocs/vendor-view.md): Snowflake data share view: vendor master data with supplier name, check name, payment method, vendor group, and 1099 reporting status.
- [Labor](https://docs.restaurant365.com/apidocs/labor.md)
- [Employee](https://docs.restaurant365.com/apidocs/employee-view.md): Snowflake data share view: labor employee directory with name, payroll ID, primary location, and minor status for all employees in R365 labor.
- [Labor Activity](https://docs.restaurant365.com/apidocs/labor-activity-view.md): Snowflake data share view: labor activity record with actual and scheduled shift details including pay rates, hours, wages, penalties, and tips.
- [/public/v1/labor/jobs](https://docs.restaurant365.com/apidocs/public-v1-labor-jobs.md)
- [/public/v1/labor/employees](https://docs.restaurant365.com/apidocs/public-v1-labor-employees.md)
- [/public/user-management/v1/users](https://docs.restaurant365.com/apidocs/public-user-management-v1-users-3.md)
- [/public/user-management/v1/users](https://docs.restaurant365.com/apidocs/public-user-management-v1-users-4.md)
- [/public/user-management/v1/users](https://docs.restaurant365.com/apidocs/public-user-management-v1-users-5.md)
- [/public/v1/legal-entity](https://docs.restaurant365.com/apidocs/public-v1-legal-entity-1.md)
- [/public/v1/legal-entity/{id}](https://docs.restaurant365.com/apidocs/public-v1-legal-entity-id-1.md)
- [/public/user-management/v1/user-roles/{id}](https://docs.restaurant365.com/apidocs/public-user-management-v1-user-roles-id-1.md)
- [/public/accounting/v1/gl-account-balance/{date}](https://docs.restaurant365.com/apidocs/public-accounting-v1-gl-account-balance-date.md)
- [/public/v1/locations](https://docs.restaurant365.com/apidocs/public-v1-locations.md)
- [/public/user-management/v1/reporting-roles/{id}](https://docs.restaurant365.com/apidocs/public-user-management-v1-reporting-roles-id-1.md)
- [/public/brand-management/v1/brands](https://docs.restaurant365.com/apidocs/public-brand-management-v1-brands.md)
- [/public/labor/v1/sales-analytics](https://docs.restaurant365.com/apidocs/public-labor-v1-sales-analytics.md)
- [/public/smartsafe/v1/providers/{providerName}/deposits](https://docs.restaurant365.com/apidocs/public-smartsafe-v1-providers-providername-deposits-1.md)
- [/public/user-management/v1/users/{userId}](https://docs.restaurant365.com/apidocs/public-user-management-v1-users-userid-1.md)
- [/public/user-management/v1/users/{userId}](https://docs.restaurant365.com/apidocs/public-user-management-v1-users-userid-2.md)
- [/public/accounting/v1/gl-accounts](https://docs.restaurant365.com/apidocs/public-accounting-v1-gl-accounts.md)
- [/public/brand-management/v1/location-groups](https://docs.restaurant365.com/apidocs/public-brand-management-v1-location-groups-1.md)
- [/public/user-management/v1/user-roles](https://docs.restaurant365.com/apidocs/public-user-management-v1-user-roles-1.md)
- [/public/user-management/v1/reporting-roles](https://docs.restaurant365.com/apidocs/public-user-management-v1-reporting-roles-1.md)
- [/public/brand-management/v1/connected-tenants-locations](https://docs.restaurant365.com/apidocs/public-brand-management-v1-connected-tenants-locations-1.md)
- [/public/v1/core/entity-deleted](https://docs.restaurant365.com/apidocs/public-v1-core-entity-deleted.md)
- [/public/v1/sales/daily-sales](https://docs.restaurant365.com/apidocs/public-v1-sales-daily-sales.md)
- [/public/v1/accounting/journal-entries](https://docs.restaurant365.com/apidocs/public-v1-accounting-journal-entries.md)
- [/public/accounting/v1/general-ledger/bank-accounts](https://docs.restaurant365.com/apidocs/public-accounting-v1-general-ledger-bank-accounts-1.md)
- [/public/accounting/v1/posmappings](https://docs.restaurant365.com/apidocs/public-accounting-v1-posmappings.md)
- [/public/accounting/v1/accounts-payable/credit-memos](https://docs.restaurant365.com/apidocs/public-accounting-v1-accounts-payable-credit-memos-3.md)
- [/public/accounting/v1/accounts-payable/credit-memos](https://docs.restaurant365.com/apidocs/public-accounting-v1-accounts-payable-credit-memos-4.md)
- [/public/accounting/v1/accounts-payable/credit-memos](https://docs.restaurant365.com/apidocs/public-accounting-v1-accounts-payable-credit-memos-5.md)
- [/public/accounting/v1/transactions](https://docs.restaurant365.com/apidocs/public-accounting-v1-transactions-1.md)
- [/public/accounting/v1/financial-configuration/payment-terms](https://docs.restaurant365.com/apidocs/public-accounting-v1-financial-configuration-payment-terms-1.md)
- [/public/accounting/v1/accounts-payable/invoices](https://docs.restaurant365.com/apidocs/public-accounting-v1-accounts-payable-invoices-3.md)
- [/public/accounting/v1/accounts-payable/invoices](https://docs.restaurant365.com/apidocs/public-accounting-v1-accounts-payable-invoices-4.md)
- [/public/accounting/v1/accounts-payable/invoices](https://docs.restaurant365.com/apidocs/public-accounting-v1-accounts-payable-invoices-5.md)
- [/public/accounting/v1/posmapping](https://docs.restaurant365.com/apidocs/public-accounting-v1-posmapping.md)
- [/public/accounting/v1/accounts-payable/payments](https://docs.restaurant365.com/apidocs/public-accounting-v1-accounts-payable-payments-3.md)
- [/public/accounting/v1/accounts-payable/payments](https://docs.restaurant365.com/apidocs/public-accounting-v1-accounts-payable-payments-4.md)
- [/public/accounting/v1/accounts-payable/payments](https://docs.restaurant365.com/apidocs/public-accounting-v1-accounts-payable-payments-5.md)
- [/public/labor/v1/payroll-summaries](https://docs.restaurant365.com/apidocs/public-labor-v1-payroll-summaries.md)
- [/public/v1/labor/labor-punches](https://docs.restaurant365.com/apidocs/public-v1-labor-labor-punches.md)
- [/public/v1/pos/labor/job-titles/import](https://docs.restaurant365.com/apidocs/public-v1-pos-labor-job-titles-import-1.md)
- [/public/v1/pos/tills/import](https://docs.restaurant365.com/apidocs/public-v1-pos-tills-import-1.md)
- [/public/v1/pos/paidouts/import](https://docs.restaurant365.com/apidocs/public-v1-pos-paidouts-import-1.md)
- [/public/v1/pos/deposits/import](https://docs.restaurant365.com/apidocs/public-v1-pos-deposits-import-1.md)
- [/public/v1/pos/sales/import](https://docs.restaurant365.com/apidocs/public-v1-pos-sales-import-1.md)
- [/public/v1/pos/labor/employees/import](https://docs.restaurant365.com/apidocs/public-v1-pos-labor-employees-import-1.md)
- [/public/v1/pos/labor/punches/import](https://docs.restaurant365.com/apidocs/public-v1-pos-labor-punches-import-1.md)
- [/public/v1/pos/imports/{importId}](https://docs.restaurant365.com/apidocs/public-v1-pos-imports-importid-1.md)
- [/public/v1/pos/trigger](https://docs.restaurant365.com/apidocs/public-v1-pos-trigger-1.md)
- [/public/v1/invoices/{id}](https://docs.restaurant365.com/apidocs/public-v1-invoices-id.md)
- [/public/v1/waste-logs/{id}](https://docs.restaurant365.com/apidocs/public-v1-waste-logs-id.md)
- [/public/v1/items/{id}](https://docs.restaurant365.com/apidocs/public-v1-items-id.md)
- [/public/v1/waste-logs](https://docs.restaurant365.com/apidocs/public-v1-waste-logs.md)
- [/public/v1/items](https://docs.restaurant365.com/apidocs/public-v1-items.md)
- [/public/v1/inventory-counts/{id}](https://docs.restaurant365.com/apidocs/public-v1-inventory-counts-id.md)
- [/public/v1/inventory-counts](https://docs.restaurant365.com/apidocs/public-v1-inventory-counts.md)
- [/public/v1/vendor-items/{id}](https://docs.restaurant365.com/apidocs/public-v1-vendor-items-id.md)
- [/public/v1/units-of-measure/{id}](https://docs.restaurant365.com/apidocs/public-v1-units-of-measure-id.md)
- [/public/v1/item-transfers](https://docs.restaurant365.com/apidocs/public-v1-item-transfers.md)
- [/public/v1/vendor-items](https://docs.restaurant365.com/apidocs/public-v1-vendor-items.md)
- [/public/v1/item-categories](https://docs.restaurant365.com/apidocs/public-v1-item-categories.md)
- [/public/v1/vendors](https://docs.restaurant365.com/apidocs/public-v1-vendors.md)
- [/public/v1/purchase-orders](https://docs.restaurant365.com/apidocs/public-v1-purchase-orders.md)
- [/public/v1/tva-variance/{countId}](https://docs.restaurant365.com/apidocs/public-v1-tva-variance-countid.md)
- [/public/v1/units-of-measure](https://docs.restaurant365.com/apidocs/public-v1-units-of-measure.md)
- [/public/v1/vendors/{id}](https://docs.restaurant365.com/apidocs/public-v1-vendors-id.md)
- [/public/v1/item-categories/{id}](https://docs.restaurant365.com/apidocs/public-v1-item-categories-id.md)
- [/public/v1/purchase-orders/{id}](https://docs.restaurant365.com/apidocs/public-v1-purchase-orders-id.md)
- [/public/v1/item-transfers/{id}](https://docs.restaurant365.com/apidocs/public-v1-item-transfers-id.md)
- [/public/v1/invoices](https://docs.restaurant365.com/apidocs/public-v1-invoices.md)