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Entities and systems

Store counts, states, and source systems for Rackson Restaurants (RRS/E01) and Rackson Cayenne (RCY/E04), and which system feeds which number.

Rackson operates two entities on Sage Intacct under common ownership. They run parallel workbooks and an almost identical review sequence — treat a process documented for one concept as applying to the other unless a page says otherwise.

Source: Rackson Exec Summary.docx sections 1 and 6, and Rackson_Workpaper_Instructions.docx Part I / Part II headers.

Rackson Restaurants LLC — RRS · E01

  • Brand: Burger King franchisee, approximately 95 locations.
  • Sales tax footprint: NJ, OH, NY, MD, PA.
  • Workpapers: 48 across 10 categories per period — the larger and more complex of the two entities.
  • Platform: Sage Intacct (GL).
  • Systems: RTI (BK food and labor variance, inventory export), Loop (delivery reconciliation), Vena (reporting/budgeting), BK Assistant (FSS/attainment data), ProWork (labor hours), Freebird.

Rackson Cayenne LLC — RCY · E04

  • Brand: Dave's Hot Chicken (DHC), approximately 12 active stores.
  • Active store events: new-store pre-open tracking (DHC-01354, Brookfield CT) and at least one closed-store reclass in progress (DHC-01498).
  • Workpapers: 24 across 9 categories per period.
  • Platform: R365 + Sage Intacct.
  • Systems: Sage Intacct (GL), R365 (sales verification, DSS export for store-level sales, Stock Count Detail), Loop (delivery reconciliation).

At least one NYC Dave's location ("Urban Dave's") sits in a Commercial Rent Tax compliance gray zone. See NYC Commercial Rent Tax.

Additional brands in the chart of accounts

The chart of accounts carries Food Sales accounts for concepts beyond the two documented here:

GL accountConcept
41000Food Sales — BK (Burger King)
41100Food Sales — DHC (Dave's Hot Chicken)
41300Food Sales — Cinnabon
41400Food Sales — Popeyes
41500Non-Food Sales

Open question. Whether Cinnabon and Popeyes represent additional concepts inside the current relationship, co-branded locations within RRS, or legacy accounts no longer in use has not been confirmed. Cinnabon at minimum is live — a handful of Cinnabon-branded add-on locations are not captured in the standard Loop feed and their deposit-in-transit must be added to the delivery reconciliation manually. Confirm current scope with the engagement lead before assuming these are out of scope.

Which system feeds which number

SystemFeeds
Sage IntacctGeneral ledger and financial statements for both entities. All period-close entries post here.
RTIBK food and labor variance exports, period-end inventory run, transfers data (RRS).
R365RCY sales verification; DHC store-level sales via the DSS export; DHC Stock Count Detail for inventory.
LoopDelivery platform reconciliation — DoorDash, Uber Eats, Grubhub — both concepts.
VenaFinancial reporting and budget modeling; separate from the Intacct close but reconciled to it periodically. Vena-vs-Intacct comparison is a recurring meeting agenda item.
BK AssistantTeam Performance & Restaurants export used for FSS scoring. Also the system Rackson would need to grant PBI direct access to — currently a workaround via email forward.
ProWorkActual RGM hours worked (attainment reporting) and payroll GL detail (labor reports).
RADFeeds DHC weekly reporting alongside R365, RTI, and Loop.
BK Prime Costs Master FileWeekly-updated, period-to-date food-cost workbook. Feeds prime cost reporting, not the GL close directly.
FyleAmEx two-card sync feeding the AmEx coding and liability reclass workpaper.
CONA loan statements + SWAP daily markRRS debt — term loan, DDTLs, accrued interest, and the interest rate swap mark-to-market.
Simmons loan statementsRCY debt — term loan and DDTLs.
Sysco / US Foods invoicesFood supplier invoice count and cost-of-sales audit.
BKC invoicesRoyalty and ad fund accrual matching (RRS).
GL Adjustment WorkbookNon-AP coding corrections each period — franchise fee capitalizations, utility credit reclasses, McLamore accruals.

Known system limitations

Loop can post directly to Intacct, but it writes one entry per delivery service per store. At roughly 95 stores across 3 services that is far too granular to review, so PBI consolidates through its own import template instead. See Delivery service reconciliation.

Billing periods frequently don't align to a calendar month, and several providers will not grant PBI direct online access even where online access exists for other utility types. Where access exists, statements are pulled directly; otherwise the client sends statement screenshots.

It can only combine column plus column. This is why Adjusted EBITDA is built as a computation account group (G3 - Net Income + G1 - EBITDA add backs) rather than a spreadsheet-style total. See Intacct reporting infrastructure.

The client has asked to see sale proceeds shown separately from the associated gain or loss on large asset dispositions. Intacct's standard report format does not support that presentation — this is an accepted limitation rather than something to engineer around.