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Accounts Payable 13

• AP Invoice Form
• AP Invoice Form
• Mass Invoice Entry
• Memorized AP Transactions
• AP Credit Memo

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Accounts Receivable 8

• Add A Location Logo
• Sales Item Record
• Adding a Contact
• AR Credit Memo
• AR Invoice

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Printing Checks & Check Runs 12

• Printing Checks
• Manual Payment
• Check Numbering in R365
• Paying Your Credit Card Bill
• Recording American Express AMEX Charges

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Banking 15

• Bank Account Record
• Bank Deposit
• Bank Withdrawal
• Bank Transfer
• Bank Activity

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POS Integration 14

• POS Integration Overview
• Sales Accounts Overview
• Payment Type Accounts Overview
• POS Integration Whitelisted URLs & IP Addresses
• Menu Items & Menu Item Links

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Daily Sales Summary 10

• Daily Sales Summary for the Restaurant Manager
• Mass DSS Review
• DSS Re-Import
• Manually Delete DSS
• Troubleshooting Missing and Out of Balance Daily Sales Summary

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Budgeting 5

• Budgeting Overview & Security
• Budgeting: Budget Parameters Screen
• Budgeting: Budget Screen
• Budgeting: Account Details Screen
• Budgeting: Completing and Updating Budgets

Journal Entries 7

• Journal Entries Overview
• New Journal Entry
• Importing Journal Entries
• Journal Entry Import Templates
• Creating a Memorized Journal Entry

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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

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AP Imports & AP Automation 8

• AP Imports Overview
• AP Imports: Import Templates
• AP Imports: Manual Importing
• AP Imports: Missing Items
• AP Automation Overview

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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

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EDI 4

• EDI Vendor Integration: Overview
• EDI Vendor: US Foods
• EDI - AP Invoice Tax Inclusion
• Troubleshooting Imports

Commissary 7

• Commissary Overview & Security
• Commissary: Commissary Template
• Commissary: Items
• Commissary: Commissary Orders
• Commissary: Commissary Fulfillment Transaction

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Catering 15

• Catering Overview & Security
• Catering: Catering Settings
• Catering: Contract - Subtotal By
• Catering: Items
• Catering: Catering Menus

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Inventory 17

• Item Costing
• Inventory Master Template
• Adding a New Purchased Item
• Purchased Item Record
• Vendor Item Record

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Stock Counts 11

• 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

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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

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New Scheduling 15

• New Scheduling Overview & Security
• New Scheduling: Schedule Calendar
• New Scheduling: Shifts
• New Scheduling: Managing Requests in the Manager Queue
• New Scheduling: Managing Requests in the Mobile App

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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)

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Manager Log 12

• Manager Log Overview
• Manager Log: Calendar View
• Manager Log: Creating Log Entries
• Manager Log: Daily Overview
• Manager Log: Document Library

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Fixed Assets 15

• Fixed Assets Overview & Security
• Fixed Assets: Asset Classes
• Fixed Assets: Asset Categories
• Fixed Assets: Depreciation Method Definitions
• Fixed Assets: Convention Definitions

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Franchising 6

• Franchising Overview & Security
• Franchisee Setup
• Franchisee Locations (Stores)
• Franchisee Daily Sales
• Franchisee Billing Process

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Reporting - Financial 10

• Balance Sheet
• Balance Sheet - Location Side by Side
• GL Account Detail Report
• Cash Flow Statement
• Trial Balance

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Reporting - Operations 13

• Key Operations Reports
• Actual vs Theoretical Analysis – Troubleshooting Variances
• Restaurant Operational Reports List
• Flash Report
• Forecasting

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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 4

• 1099 & 1096 Overview
• 1099 - Electronic 1099 Export to tax1099.com
• 1096 Tax Form
• 1099 Tax Form

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

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Prep Logs, Waste Logs & Item Transfers 5

• Entering A Waste Log
• Entering An Item Transfer
• Prep Log
• Prep Station
• Memorized Prep Log