MarginEdge Help Articles
New Here? Start Here.
- ★ Weekly Training Schedule
- ★ Your First 30 days with MarginEdge
- VIDEO - Basic Navigation in MarginEdge
- How are Vendor Items and Products related?
- Invoice FAQs
- Orders Screen Overview
General Articles
User Setup and Notifications
- ★ What are the different user permissions in ME?
- The MarginEdge Admin Role
- How do I add or remove users in MarginEdge?
- How do I change a user's role in MarginEdge?
- The User Notifications Feature
- Benchmark Reporting
Managing Invoices
- Finding Invoices in MarginEdge
- Manual Category-Level Invoices
- How do I check the status of invoices I’ve uploaded on my phone?
- Multiple Charges on Utility Bills
- How to move an invoice uploaded to the wrong restaurant unit
- How to change your Invoice Number or Invoice Date
Verifying Invoice Data
Payment Accounts
Vendor Items and Products
- ★ Finding and Editing Your Products in MarginEdge
- How to add products in MarginEdge
- How to Change a Product’s Category in MarginEdge
- How To Change Product Categories in Bulk (Video)
- How to Fix a Vendor Item Associated with the Wrong Product
- How to make products and/or categories tax exempt [Video]
Ordering & Order Guides
- ★ Intro to Placing Orders through MarginEdge
- How do I setup a vendor for online ordering in MarginEdge?
- How do I place an order with my vendor through MarginEdge?
- Setting Pars and On Hand Counts for Online Ordering
- Online Ordering Video Tutorial
- How do I setup Order Guides?
Inventory
- ★ Getting Started with Inventory
- Taking Inventory Video Series
- How do I Set Up my Inventory Count Sheets?
- Setup Complete! Steps for Taking Inventory
- Mobile Inventory on your Phone
- How to Add/Remove Products While Taking Inventory - Using Config Mode
Recipes
- ★ Getting Started with Recipes
- Finding, Viewing and Printing Your Recipes
- Creating a Recipe
- Recipes - Conversions
- Accounting for Recipe and Ingredient Yields
- Restricting Recipes to specified Restaurant Units
Performance Reporting
- ★ Understanding Your Costs with the Reports in MarginEdge
- Creating and Using Budgets Video Tutorial
- COGS Explained
- Controllable P&L
- Category Report
- Food Usage Report
PMIX Mapping & Theoretical Usage
- ★ Getting Started with Theoretical Usage Reporting
- Missing Revenue in Theoretical Usage Report
- How do I setup PMIX Mapping?
- PMIX Mapping Beer
- PMIX Mapping Wine & Liquor
- How do I see my Theoretical Usage?
Digital Invoices (EDI)
Commissary Feature + Internal Transfers
- ★ Commissary Kitchens: Overview
- Commissary Kitchens: Vendor Settings
- Commissary Kitchens: Order Guide
- Commissary Kitchens: Creating Products via Recipes & Vendor Items
- Commissary Receiving Unit: How to Place an Order
- Commissary Kitchens: How to Receive, Edit and Process an Order
[me] Bill Pay
- ★ What is MarginEdge Bill Pay?
- How do I setup ME Bill Pay?
- Setting up vendors to pay them with ME Bill Pay
- Paying Invoices and other Features in Bill Pay
- When will my vendor receive their payment?
- MarginEdge Electronic Payments (MEEPs)
Tracking Labor
For the Accountants
Accounting - General
- ★ Resource Roundup for Accountants
- Accounting Integration FAQs
- Using Advanced Vendor Configuration Options
- Weekly Snapshot Accounting Email
- General Ledger Accounts, Categories, and Category Types
- How to Add a New Category in MarginEdge [Video]
Exporting to Accounting
- How to Export to Accounting with QuickBooks Online, Intacct or Xero
- How to Export to Accounting with QuickBooks Desktop
- How to Troubleshoot Common Invoice Export Errors
- How to Troubleshoot Common Check Export Errors
- How do I prevent duplicate invoices or checks in QuickBooks Online?
- Resending Data to Your Accounting System
Accounting - Sales Data
MarginEdge Product Updates
MarginEdge Product Release Notes
- Release Notes - July 2022
- Release Notes – February 3, 2022
- Release Notes - November, 9 2021
- Release Notes – September 1, 2021
- Release Notes - June 23, 2021
- Release Notes - Apr 23, 2021
MarginEdge Onboarding
Accounting Setup Instructions
- Connecting ME to QuickBooks Online
- Connecting ME to QuickBooks Desktop
- Reconnecting to Quickbooks Desktop
- Connecting ME to Intacct Accounting System
- Connecting ME to Xero
- Connecting ME to Compeat
POS Setup Instructions
- Connecting ME to Breadcrumb (Upserve) POS
- Connecting ME to 365 Retail Markets POS
- Connecting ME to 7shifts
- Connecting ME to Aireus POS
- Connecting ME to Aldelo Express
- Connecting ME to Aldelo POS