- Getting Started 1 2
- R365 Support
- R365 Knowledge Base
- Logging in to the R365 App
- Troubleshoot User Login Issues
- R365 Implementation Process (Accounting and Operations)
- Using R365 1 2
- R365 Navigation
- Address Verification
- AskR365 Beta 1
- Keyboard Shortcuts
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- Upload File
- R365 Academy Overview
- Using Restaurant365 in Other Languages
- R365 Mobile Language Options New
- How to Import Excel CSV with Leading Zeros
- Submitting a Product Idea
- Create a R365 Support Center Login
- System Requirements
- Getting Started with Accounting
- Golden Rules of Accounting
- Phase 1: Getting Started & Discovery
- Phase 2: Money In
- Phase 3: Money Out
- Phase 4: Accounting Cutover
- Accounting Cutover Process
- Phase 5: Banking
- Phase 6: Payroll
- Accounting Onboarding to Adoption
- Key Accounting Reports
- Using Monday.com
- Exporting Data from QuickBooks®
- Export Chart of Accounts List From QuickBooks® Desktop
- Export Chart of Accounts List From QuickBooks® Online
- Export Vendor List From QuickBooks® Desktop
- Export Vendor List From QuickBooks® Online
- Export Customer List From QuickBooks® Desktop
- Export Customer List From QuickBooks® Online
- Pulling Data from QuickBooks® Desktop for R365 Migration
- Pulling Data from QuickBooks® Online for R365 Migration
- Completing a Crosswalk
- Getting Started with Operations
- Golden Rules of Operations
- Using Monday.com
- Preparation for Operations
- Phase 1: Items In
- Phase 2: Item Management and Transactions
- Phase 3: Inventory
- Phase 4: Recipes
- Phase 5: Scheduling
- Phase 6: Ops Onboarding to Adoption
- Operations Reporting Essentials
- Restaurant Operational Reports List
- Key Operations Reports
- Key Labor Reports
- Restaurant Manager Training Outline
- Building Great Habits
- Advantage Migration to R365
- Frequently Asked Questions 1
- How To Videos
- Release Notes 1
- Administration 1
- Administration FAQ
- Audit Log
- Autonumbering
- GL Export
- GL Types
- Import Tool
- Location Groups
- Beginning Balance
- Radar Imports
- Start of Day
- Fiscal Years
- Legal Entities
- Locations
- Payment Type Accounts
- POS Mapping Tool
- Preferences 1
- System Preferences: Accounts
- System Preferences: Location Reporting Categories
- System Preferences: AP Processing Email
- System Preferences: Miscellaneous Updated
- System Preferences: Location Additional Info
- System Preferences: Payments
- Adding Your Organization's Internal Support Link
- Undeposited Funds
- Outbound Emails
- Email Settings: Common Webmail Provider SMTP Settings
- Repoll DSSs
- Sales Accounts
- Setup Assistant
- Users & Security
- User Setup, Security, and Location Access
- Security & Permissions
- Security & Permissions: Overview & Security
- User Roles: R365 User Role Descriptions
- Custom User Roles
- User Permissions: Permission Reference
- User Roles
- Report Roles
- Passwords
- Auto Log Out
- Authentication (MFA)
- Audit Access
- Generating a User Access Report
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- Generating a User's Permissions Report
- Multi-Factor Authentication Method Enrollments
- Users
- Full Access User Role
- User Preferences
- Troubleshoot User Login Issues
- Accounting User Setup
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- Workflows
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- Accounting 8
- Accounting FAQ
- Year-End Close
- Budgets
- General Ledger
- GL Accounts
- ASC 842 Federal Accounting Mandate
- Add a New GL Account
- GL Account Record
- Parent Accounts and Child Accounts
- Restrict Access on GL Accounts
- Disable Entry on GL Accounts
- Operational Reports Categories on GL Accounts
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- Report Settings on GL Accounts
- Budget Defaults on GL Accounts
- Statistical Accounts
- GL Types
- Entering Statistical Account Data
- Default Statistical Accounts
- GL Allocation Templates Overview & Security
- GL Allocation Templates: Create and Edit a Template
- GL Allocation Templates: Use a Template
- GL Allocation Templates: Allocation Calculator
- GL Allocation Templates: Mark as '(In)Active'
- Preset Allocations Overview & Security
- Preset Allocations: Create and Edit an Allocation
- Preset Allocations: Use an Allocation
- Preset Allocations: Mark as '(In)Active'
- Inactivate or Delete GL Accounts
- Journal Entries
- Daily Sales Summary
- Review a Classic Daily Sales Summary
- Approve a Daily Sales Summary
- Mass DSS Review
- Currency Conversion for DSS Data
- Troubleshoot a Daily Sales Summary
- Missing and Out of Balance Daily Sales Summaries
- Manually Delete a DSS
- DSS Paid Outs
- Paid Out Types
- Uploading Deposits via FTP
- DSS Validation Report
- DSS GL Account Mapping Report
- DSS Mapping
- Manage Undeposited Funds
- Map Refunds
- DSS Journal Entries
- Payroll Journal Entries
- Gross Sales vs Net Sales
- GL Accounts
- Fixed Assets
- Asset Classes
- Asset Categories
- Depreciation Method Definitions
- Convention Definitions
- CIP & Active Credit Offset Accounts
- Asset Record
- Asset Status
- Asset Actions
- Related Expenses
- Creating Assets
- Potential Asset List
- Fixed Asset Depreciation Form
- Fixed Assets Reporting
- Asset Tag Printout
- Adjusting the Acquisition Cost of an Asset
- Fixed Assets FAQ
- Delete a Fixed Asset
- Accounts Payable 7
- AP Center 1
- AP Transactions
- Memorized AP Transactions
- Documents to Process 1
- Documents to Process: Supported File Types
- Documents to Process: Upload Methods
- Documents to Process: Manual Upload
- Documents to Process: Uploading Files with AP Automation
- Documents to Process: Uploading Files via FTP
- Documents to Process: How to Process Uploaded Files
- Documents to Process: Log and Errors
- Documents to Process: Mark as Archived
- Documents to Process: Comments
- AP Capture AI
- OCR Mapping in AP Capture AI
- AP Capture Pro
- Documents to Process page Updated
- AP Capture: Labels in Review OCR Mapping
- Draft Transaction Sidesheet
- Resolve Documents With Issues
- Payment Runs 1
- Payment Runs Page
- Payment Run: Payment Date
- Payment Run Statuses
- Create a Payment Run
- Payment Run: Discounts from Early Payment
- Payment Run: Creating Payments
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- Payment Run Overview
- Printing Checks
- Manual Payment
- Check Numbering in R365
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- Payment Run Record
- Payment Run Approvals
- AP Payment Record Updated
- System Prompting to 'Save As' for Report / Check
- Vendors 1
- Vendor Record
- Vendors Page
- 1099 Setup and Management
- Updating 1099 Vendor Type
- Vendor Merge
- Payment Terms
- Paying Vendors by ACH Updated
- Enter a Vendor Credit Issued as a Check or ACH
- Fintech Refunds
- Add a Vendor Group
- Add 1099 Historical Data to a Vendor
- Prepare a Remittance Advice for an ACH Vendor
- Invoices
- Mass Invoice Entry
- AP Credit Memo record
- AP Invoice record
- Voiding a Transaction
- Credit Expected
- Use Tax Vendors
- Unassigned Vendor – Accounts Payable
- Autopay AP Invoice
- Document Date & GL Date
- Payment Hold
- Mark as Paid
- Priority Status
- Location Groups in Accounting
- Alternate Currency Entry
- Currency Conversion Factors
- Working with Currency Conversion Factors
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- Imports & Automation
- R365 Payments Service 3
- Getting started with R365 Payments
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- Enable a Legal Entity for R365 Payments
- Add or Remove a Bank Account
- Add or Remove a Vendor
- Resending Failed Payments
- Scheduling a payment run
- Rescheduling Scheduled Payment Runs
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- To and From Addresses in R365 Payments
- Payment Methods Updated
- R365 Payment Statuses
- Voiding a payment with R365 Payments
- Flow of Funds
- Security and Fraud Prevention with R365 Payments
- Self-Service Onboarding and Verification
- R365 Payments: Frequently Asked Questions (FAQ) Updated
- Troubleshoot an R365 Payment That Did Not Go Through
- AP Payment v Bank Expense
- Banking 1
- Bank Accounts
- Bank Record
- Direct Bank Connections: Re-Authenticating Connected Bank Accounts
- Bank Account Record
- Adding a New Bank Account or Checkbook
- Direct Bank Connections Overview
- Direct Bank Connections: Connecting Bank Accounts
- Direct Bank Connections: Bank Accounts with Multi-Factor Authentication
- Update an Account Being Use in CFR
- Bank Transactions
- Bank Reconciliations 1
- Bank Activity Overview
- Bank Activity: Update and Match Transactions Updated
- Direct Bank Connections: Retrieve Bank Activity
- Bank Activity: Manual Import and Export
- Bank Reconciliation
- Bank Reconciliation Report
- Reconciling Credit Cards
- Bank Rules
- Rule Vault Overview & Security
- Rule Vault: Create a Rule
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- Rule Vault: Mark as '(In)Active'
- Rule Vault: Default Matching Rules
- Bank Activity Page
- Bank Activity: Create AP Payment from Bank Activity
- Uncleared Bank Transactions
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- Unreconcile a Bank Reconciliation
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- Bank Balance vs GL Account Balance
- Where can I see my Bank Account Balance?
- Canadian Check Format Transit Numbers
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- BAI File Transmission
- Positive Pay Overview & Reports
- Check Printing Setup - UNITED STATES Check Format
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- Check Signatures
- Creating a Check Signature
- AP Payment v Bank Expense
- Record an Expense Report
- Bank Accounts
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- Smart Ops 3 9
- Smart Ops FAQs
- Smart Ops: Overview
- Stand-Alone Ops: Overview
- Home (Operations)
- Task Management
- Forms
- Dashboards
- Sales & Forecasting 1
- Forecasting 1
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- Customizing Projection Dates
- Publishing Forecasts
- Forecasting Settings
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- Create and Edit Forecast Configuration Groups
- Labor Forecasting by Job
- Additional Forecasting Features 1
- Smart Labor
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- Daily Sales
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- Menu Items
- Menu Item Categories
- Forecasting 1
- Food 4
- Orders
- Invoices
- AP Invoices Overview & Security
- Invoices & Credit Memos
- Link a Purchase Order to an AP Invoice
- Create an Invoice
- AP Invoices: Review and Approve Invoices
- AP Invoices and Credit Memos: Split View
- AP Invoices: Alerts and Unlinked Items
- AP Invoices: Vendor Entry Instructions
- AP Credit Memos: Review and Approve a Credit Memo
- Linking Unlinked Items
- Keg Deposits
- AP Credit Memos Overview & Security
- Editing AP Transactions from the Purchased Item Record
- Create a Credit Memo
- Manage Overhead Costs
- Invoice Templates
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- Inventory Counts Overview & Security
- Counts
- First Inventory Count
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- Transfers 4
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- Labor 1 5
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- Workforce 11 2
- R365 Payroll Processing Calendar - 2024/2025
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- Workforce Payroll Routine - Click and Easy
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- Policies
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- Hire
- R365 Hire Overview
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- Recruiting Module
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- Recruiting Dashboard
- Jobs Listing
- Applicants Listing
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- Message Templates
- Hiring Steps
- Post a Job
- Refreshing Jobs 2024 Update
- Prescreen Questions
- Confidential Account Name
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- Job Templates
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- Indeed Best Practices
- Departments Setup
- Populate Employee Records into Workforce
- Autopilot
- Reviewing New Applicants Page
- Remove an Applicant
- Track the Careers Page
- Access Applicant Assessments
- Write an Effective Job posting
- Using Application Forms
- View and Evaluate Assessment Scores
- Setting Benchmarks for Assesments
- R365 Hire Paychex Integration
- Onboarding Module
- R365 Hire: Onboarding Dashboard
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- R365 Hire: Checklist Categories
- R365 Hire: Onboarding Defaults
- R365 Hire: Assign Tasks
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- R365 Hire: Onboarding Notification Settings
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- R365 Hire: Employee Custom Fields
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- R365 Hire: Using E-Verify
- R365 Hire: Onboarding Record
- R365 Hire: Employees Listing
- R365 Hire: My Tasks
- R365 Hire: Account Settings
- R365 Hire: Add New Users
- R365 Hire: Using the Work Opportunity Tax Credit
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- Troubleshoot the Tasks Tab
- Reports 2
- To Do Checklist
- P&L Comparison
- Dashboard
- Ad Hoc Reports
- My Reports 1
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- Report Subscriptions
- Vendors Reports
- Purchased and Inventory Reports 1
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- Above-Store Actual vs Theoretical Analysis Updated
- Actual vs Theoretical Analysis
- AP Invoice Distribution
- COGS Allotment
- COGS Analysis by Location
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- Contract Violations
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- Item Cost Analysis by Location
- Item Cost Percent Breakout
- Item Price Change Analysis
- Item Price Verification
- Item Transfer Details
- Paid Invoice Distribution
- Payables Invoice Distribution
- Period Purchases Analysis by Vendor
- PO to Invoice Reconciliation Report
- Purchases by Vendor
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- Stock Usage
- Theoretical On Hand
- Vendor Analysis
- Waste History
- Waste Log Form
- Weighted Average
- Donations Form
- Inventory Stock Count Detail
- Food Variance Report
- P&L Report v AvT Report
- Labor Reports
- Academy Progress Report
- ADP Alternate Export
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- EEO Report
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- Labor Actual vs Scheduled
- Labor Actual vs Scheduled - Detail
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- Labor Break and Split
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- Labor Punches
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- Overtime Warning Report
- Paychex Flex Time Export
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- Paycom Payroll TAI03 File
- PTO Balance Report
- PTO Liability Report
- Punch Audit Report
- R365 Payroll Export
- Sales and Labor Budget Chart
- Sales vs Labor
- Worked Hours Export
- Shift Availability Report
- Weekly Labor Evaluation
- Deduction Audit Report
- Demographic Audit Report
- Financial Reports
- Financial Reports Overview
- Account Balance by Location
- Account Balance by Location Export
- Account Trx Summary by Location Export
- AP Accrual
- Asset Tag Printout
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- Balance Sheet
- Balance Sheet - Layout Format
- Blackline Export
- Cash Flow
- Restaurant Financial Reports List
- Cash Flow Side by Side
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- Extended Daily Sales
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- Fixed Asset Activity - Depreciation
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- Fixed Asset Activity - Place In Service
- Franchise Invoicing Report - Summary View
- GL Account Detail
- GL Account Detail Export
- GL Account Detail with Legal Entity
- GL Account Detail with Legal Entity Export
- Net Sales By Daypart
- Profit and Loss
- Profit and Loss - Custom Date
- Profit and Loss - Layout Format
- Profitability Report
- Transaction Detail Export
- Trial Balance
- Working Trial Balance
- GL Account Drill-Downs
- Synexus Sales Tax Export
- Spread Memorized Transaction List
- Controllable Profit and Loss Mapping Guide
- Troubleshoot an Out of Balance Balance Sheet
- Troubleshoot a P&L Report Missing Budget Data
- P&L Report v AvT Report
- Banking Reports
- Sales Reports
- Sales Reports Overview
- Avg Gross Sales by Hour
- Avg Gross Sales Ticket Count
- Forecast Report
- Forecast Download Report
- Menu Item Analysis
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- Product Mix
- Product Mix - Year Over Year
- Sales and Prime Cost
- Sales Payment Analysis
- Server Sales Analysis
- Weekly Sales and Labor
- Advanced Weekly Sales and Labor
- Recipe
- Customers Reports
- Operational Analysis Reports
- Cash Reconciliation Export
- Cash Sheet Export
- Cash Sheet Report
- Daily Sales and Log Entries
- DSS Status Report
- Employees vs Guest Count Chart
- Flash Report
- Flash Report - Advanced
- Guest Check Transaction Detail
- Location Comparison
- Location Sales and Reg Labor
- Location Vital Signs
- Operations Overview
- Operations Scorecard
- Sales and Labor Breakout
- Sales and Labor Productivity Report
- Weekly Log
- Weekly Review - Location
- Weekly Speed of Service Report
- Recipe and Theoretical Reports
- Workforce Reports
- Commissary Reports
- Catering Reports
- Comparable Stores
- Fiscal and Operational Calendars in Reports
- Labor Differences on Flash Report vs P&L
- Actual vs Theoretical Analysis – Troubleshooting Variances
- Troubleshoot the AP/AR Aging Report
- Year Over Year Comparison Days
- Custom Financial Reports
- Custom Financial Reports: Writer Overview and Security
- R365 Custom Financial Reports Writer: Initial Setup
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- R365 Custom Financial Reports Writer: Report Packages
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- R365 Custom Financial Report Writer: Reports with Multiple Fiscal Year Structures
- R365 Custom Financial Reports Writer: Report Viewer
- Custom Financial Reports page
- Duplicate a CFR report
- Financial Dashboard
- Workforce Reports 1
- Unverified TIN Report
- W-2 Detail Report
- Unpayable Employees Report
- Payroll by Pay Period & Payroll by Pay Date Reports
- Employee Census
- Benefits and Deductions Report
- Payroll Accrual Report
- Garnishment Remittance Report
- Negative Balances Report
- Returned Payments
- Workers' Compensation Report
- I-9 Report
- Workforce: Paystubs
- Funding Page & Funding Details Report Updated
- Form 8027
- R365 Mobile 8 5
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- R365 Mobile App 1 1
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- Accounts Payable (Mobile)
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- Forms 6
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- R365 Intelligence 3 1
- R365 Intelligence: Overview & Security
- R365 Intelligence FAQ
- Install the R365 Intelligence Excel Plug In
- Excel Plug-in Beta
- R365 Intelligence Glossary Updated
- Dashboards 2
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- R365 Intelligence: Creating a Dashboard
- R365 Intelligence: Editing Dashboards
- R365 Intelligence: Report Drill Downs
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- R365 Intelligence: R365 Dashboard Masters
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- R365 Intelligence: Labor Dashboard Master
- R365 Intelligence: Intraday Dashboard Master
- R365 Intelligence Dashboard Subscriptions Updated
- Visualizations
- R365 Intelligence: Editing Visualizations
- R365 Intelligence: Adding Data by Existing Objects
- R365 Intelligence: Visualization Types
- R365 Intelligence: Attributes v. Metrics
- R365 Intelligence: Creating Attributes
- R365 Intelligence: Creating Metrics
- R365 Intelligence: Using Filters
- R365 Intelligence: Creating Element Groups
- R365 Intelligence: Adding Thresholds to Visualizations
- R365 Intelligence: Formatting a Visualization
- R365 Intelligence: Importing New Data
- Integrations 19
- POS Integration
- POS Integration Overview
- POS Integrations List
- Intraday Polling
- Schedule Writeback
- POS Menu Item Modifier Management
- Setting up POS Menu Item Modifier Management
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- Change POS Systems
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- POS Data Export – File Guide
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- Integrations page 18
- NDCP Integration 4
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- QuickBooks 10
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- QuickBooks Mapping Screen Beta
- Smart Safe Integration
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- Ben Admin Integrations 1
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- APS Payroll 3
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- APS Payroll: Incomes Explained
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- Payroll - Contact Us
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- Employee Console
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- APS Year End 3
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Resolve Document Issues in AP Transactions
- Updated on 22 Jul 2024
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When a document, such as an AP invoice or credit memos, contains an issue, a Document Issues tab appears on the transaction record. When this tab appears, review and resolve all issues before approving the transaction.
Transactions that include issues can be easily found on and reviewed from the Issues-Unapproved saved list view.
Issues-Unapproved List
The Issues-Unapproved saved list view displays all unapproved transactions that are marked as having an issue. Issues can be recorded either by the AP Capture Pro document processing team or by a user at your organization. For more information, learn about using Documents to Process.
To access the Issues-Unapproved transactions list, go to AP Transactions by clicking AP Transactions in the Accounts Payable section of the Accounting module.
Then, navigate to the saved grid views selector and select Issues-Unapproved.
All AP transactions that have an issue saved on their transaction record appear in the list.Issues can be seen under the designated column, either Issue Data Entry or Issue Customer Reported, depending on who noted the issue.
Click here to learn more about Saved Grid Views.
Document Issues Tab
Both an AP Invoice and AP Credit Memo will display a 'Document Issues' tab if they have an error documented on their transaction. While reviewing these errors, additional issues can be documented and old issues can be resolved from the Document Issues grid.
New Issue - A new issue can be added while reviewing this transaction. Simply select the document that contains the error, select the issue, and click Add to include it in the list.
Document Name - The name of the document.
Issue - The issue found on the document.
Added By - The user who added the issue.
Added On - The date that the issue was added.
Resolved By - The user who resolved the issue. If it has not been resolved, this field will be blank
Resolved On - The date that the issue was resolved. Unresolved issues will show a checkmark . Select the checkmark when the issue is resolved. A back arrow appears that can be selected to restore the issue.
Resolved issues appear grayed out in the Document Issues grid. When all issues are resolved, the AP Transaction can be approved. If issues still exist, ensure that the transaction is saved before closing the record.