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Solution home
R365 Documentation
Accounts Payable
13
AP Invoice Form
AP Invoice Form
Mass Invoice Entry
Memorized AP Transactions
AP Credit Memo
See all 13 articles
Accounts Receivable
8
Add a Location Logo
Sales Item Record
Adding a Contact
AR Credit Memo
AR Invoice
See all 8 articles
Printing Checks & Check Runs
12
Printing Checks
Manual Payment
Check Numbering in R365
Paying Your Credit Card Bill
Recording American Express AMEX Charges
See all 12 articles
Banking
15
Bank Account Record
Bank Deposit
Bank Withdrawal
Bank Transfer
Bank Activity
See all 15 articles
POS Integration
16
POS Integration Overview
Sales Accounts Overview
Payment Type Accounts Overview
POS Integration Whitelisted URLs & IP Addresses
Menu Items & Menu Item Links
See all 16 articles
Daily Sales Summary
12
Daily Sales Summary for the Restaurant Manager
Mass DSS Review
DSS Re-Import
Manually Delete a DSS
Troubleshooting Missing and Out of Balance Daily Sales Summary
See all 12 articles
Budgeting
6
Budgeting Overview & Security
Budgeting: Budget Parameters Screen
Budgeting: Budget Screen
Budgeting: Account Details Screen
Budgeting: Completing and Updating Budgets
See all 6 articles
Journal Entries
8
Journal Entries Overview
New Journal Entry
Reversal Journal Entry
Importing Journal Entries
Journal Entry Import Templates
See all 8 articles
Workflows
5
Workflows Overview & Security
Workflows Example Flowchart
Workflows Setup
My Workflows
Approving Workflows
FTP Site
3
FTP Site Overview
FTP Site: Setup
FTP Site: Uploading Files for Import
Documents to Process
9
Documents to Process Overview
Documents to Process: Supported File Types
Documents to Process: Upload Methods
Documents to Process: Manual Upload
Documents to Process: Uploading Files via AP Automation
See all 9 articles
AP Imports & AP Automation
8
AP Imports Overview
AP Imports: Import Templates
AP Imports: Manual Importing
AP Imports: Missing Items
AP Automation Overview
See all 8 articles
R365 Payments Service
6
R365 Payments Overview & Security
R365 Payments: Initial Setup
R365 Payments: Paying your Vendors
R365 Payments: Adding a New Legal Entity
R365 Payments: Adding a New Bank Account
See all 6 articles
EDI
5
EDI Vendor Integration: Overview
EDI Vendor: US Foods
EDI - AP Invoice Tax Inclusion
Troubleshooting Imports
EDI Vendor Integration: Fintech
Commissary
7
Commissary Overview & Security
Commissary: Commissary Template
Commissary: Items
Commissary: Commissary Orders
Commissary: Commissary Fulfillment Transaction
See all 7 articles
Catering
15
Catering Overview & Security
Catering: Catering Settings
Catering: Contract - Subtotal By
Catering: Items
Catering: Catering Menus
See all 15 articles
Inventory
17
Item Costing
Inventory Master Template
Adding a New Purchased Item
Purchased Item Record
Vendor Item Record
See all 17 articles
Stock Counts
10
Stock Count Overview
Stock Counts: Create a Stock Count Template
Stock Counts: Using Multiple Count U of Ms
Stock Counts: What Items Are Being Counted on My Stock Count?
Stock Count Record
See all 10 articles
Purchase Orders
5
Purchase Order Overview & Security
Purchase Order Form
Memorized Purchase Orders
Invoicing Purchase Orders
Purchasing Assistant: Purchase Orders
Shopping Lists
3
Shopping Lists Overview & Security
Shopping List Form
Purchasing Assistant: Shopping Lists
Scheduling
12
Scheduling Overview & Security
Scheduling: Mobile Features for Managers
Scheduling: Schedule Calendar
Scheduling: Smart Schedules
Scheduling: Scheduled Now View
See all 12 articles
New Scheduling
17
New Scheduling Overview & Security
New Scheduling: Schedule Calendar
Custom Labor Forecasting: Schedule Calendar
New Scheduling: Shifts
New Scheduling: Managing Requests in the Manager Queue
See all 17 articles
New Scheduling: Employee Training
6
R365 Scheduling for Employees: Overview
R365 App (Red)
Logging in to the R365 App (Red)
Viewing the Schedule and Your Upcoming Shifts
Making Schedule Requests (Trade / Offer / Claim / Time off)
See all 6 articles
Manager Log
12
Manager Log Overview
Manager Log: Calendar View
Manager Log: Creating Log Entries
Manager Log: Daily Overview
Manager Log: Document Library
See all 12 articles
Fixed Assets
15
Fixed Assets Overview & Security
Fixed Assets: Asset Classes
Fixed Assets: Asset Categories
Fixed Assets: Depreciation Method Definitions
Fixed Assets: Convention Definitions
See all 15 articles
Franchising
6
Franchising Overview & Security
Franchisee Setup
Franchisee Locations (Stores)
Franchisee Daily Sales
Franchisee Billing Process
See all 6 articles
Reporting - Financial
11
Balance Sheet
Balance Sheet - Location Side by Side
GL Account Detail Report
Cash Flow Statement
Trial Balance
See all 11 articles
Reporting - Operations
16
Key Operations Reports
Actual vs Theoretical Analysis – Troubleshooting Variances
Restaurant Operational Reports List
Flash Report
Forecasting
See all 16 articles
Reporting - Ad Hoc & Dashboards
4
Dashboard & Ad Hoc Reporting Overview
Creating/Modifying Ad Hoc Reports
Creating/Modifying Dashboards
Business Analytics - Show Prior Year
Tax Reports
5
1099 & 1096 Overview
1099 - Electronic 1099 Export to tax1099.com
1096 Tax Form
1099 Tax Form
Retained Earnings and Year-End Close Procedures
R365 Financial Report Writer
10
Financial Report Writer Overview and Security
R365 Financial Report Writer: Initial Setup
R365 Financial Report Writer: Organizational Structure
R365 Financial Report Writer: Building Reports
R365 Financial Report Writer: Templates
See all 10 articles
Prep Logs, Waste Logs & Item Transfers
5
Entering A Waste Log
Entering an Item Transfer
Prep Log
Prep Station
Memorized Prep Log
