Restaurant365 Integration - Solving Common Errors

Modified on Thu, 29 Feb 2024 at 05:44 PM

This article will assist you in solving common errors in your Restaurant365 VendorPay Export.


After accessing your FTP error log, navigate to VendorPay. Click here to learn more about Restaurant365 FTP.


Under the 'Pending Export' tab, you will see a red line next to any payments that need attention.



Common Errors:



One or more invoices cant be found in your accounting software

This error can occur for 2 reasons:

    1. Invoice wasn't exported in Ottimate.

        Click into the Invoice.

        Click Export.


    2. Invoice may have been modified in accounting software after export

        Manually mark as exported or verify changes made in Restaurant365


Invoice Already Marked as Paid


    1. Mark the invoice as not paid in the accounting software and re-export

    2. Mark it as paid in Ottimate

        Verify all other invoices are either paid or unpaid

            Fix invoices to all match (either mark as exported in Ottimate or mark as paid in Accounting Software)




One or more invoices are not yet exported

    1. Click into the Invoice from VendorPay



 

2. Export Invoice from Invoice Details Page



Vendor Name not Matching

    There are 2 ways to verify vendor name matches in Ottimate.

    1. Click into the invoice

        Click Map Vendor.


2. Navigate to 'Vendors'

    Click into the vendor on the right side to edit.




The below errors are commonly addressed in Restaurant365. Please reach out to your Ottimate Account Manager for more information.


Restaurant365 failed log in credentials

    Verify your Ottimate AM has the correct Restaurant365 login credentials. 

Click here to learn more about Restaurant365 User Setup.


Need Permissions

    Verify correct permissions are setup for Ottimate user in Restaurant365. 

Click here to learn more about Restaurant365 User Roles.


Need Fiscal Year Setup

    Verify fiscal year setup in Restaurant365. 

Click here to learn more about Restaurant365 Fiscal Year Setup. 






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