Focused Financials Pro Tips offers quick, practical insights to help you master Restaurant365. Learn how to troubleshoot, streamline, and automate your accounting so you can save time, stay accurate, and feel confident in your financial data. Schedule your free R365 Pro Tip session today.
If the Net Sales on your Daily Sales Summary (DSS) don’t match your POS totals, the issue is usually related to mapping. When new menu items or buttons are added in the POS system, they must also be mapped in Restaurant365.
After updating your mapping, Mass Recreate all unapproved DSS entries so the changes take effect.
Learn more in the R365 Support article: View Troubleshooting Steps
Want help reviewing your setup? Schedule a free 15-minute Pro Tip session, and we’ll walk you through it.
Save time reconciling bank activity by creating Bank Activity Rules in R365. These rules automatically code recurring transactions like utilities, rent, bank fees, and other expenses that don’t require invoices.
Learn more here: Create Transaction Rule Record
Need help setting up your first rule? Schedule a free Pro Tip session, and we’ll show you how.
Stop logging into R365 just to run the same reports each week. With Report Subscriptions, you can have PDFs or Excel versions of your favorite reports automatically emailed to you.
Learn more here: Report Subscriptions
Need help creating your first subscription? Schedule a free Pro Tip session, and we’ll walk you through it.
Tracking 1099 vendors in R365 is simple once set up correctly. On each vendor record, open the 1099 tab and select the checkbox for any vendor that should receive a 1099 at year-end.
See the IRS reference guide: About Form 1099-MISC
Want help reviewing your vendor setup or learning best practices? Schedule a free 15-minute Pro Tip session.
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