AP Invoice Form

Inputting AP Invoices is relatively easy. To create a new AP Invoice, hover over 'Vendor' on the top ribbon and click 'Invoice'. A new window will open with the name 'Unsaved AP Invoice' AP Invoice Header 1)...
08:23

AP Invoice Form

  Inputting AP Invoices is relatively easy. This article focuses on how to create Invoices and include the Date(s) of Service if there's an Accrual for an Invoice. To create a new AP Invoice, hover over 'Vendor' on the top ribbon and cli...
08:23

Mass Invoice Entry

Entering invoices in mass makes AP Entry seamless and easy. The steps provided explain each step of the Mass Invoice Entry process. Click here to view how Single and Mass Invoice Entry differ. Step 1: Open the Mass Invoice Entry screen H...
10:33

Memorized AP Transactions

AP Transactions can be memorized as transaction templates to be used again in the future.  In addition to creating a transaction template, Memorized Transactions can be scheduled and automatically created.  Note: Memorized Transactions will not ca...
10:08

AP Credit Memo

AP Credit Memos can be entered in Restaurant365 to record any credits that are due.  Credit Memos can then be applied to Open AP Invoices. To record an AP Credit Memo, hover over the ‘Vendor’ menu in the top ribbon and select ‘ Credit Memo’. ...
08:23

Add a Location Logo

Your Company Logo can be added to the Location Record to appear on an AR Invoices and Statements that you create in R365. Location Logos can be added using the R365 Setup Assistant, or on the Location Record itself. Via Setup Assistant  ...
14:18

AR Imports for Flexibake Overview

Flexibake AR Transactions can be imported from CSV files to Restaurant365. Imported AR Transactions contain all of the transaction details and are ready for review and approval upon being imported. AR Transactions can be imported as complete Transactio...
09:00

Sales Item Record

A Sales Item, or a 'Sell Only' Item, is an item you are going to sell to a Customer but are not going to enter in your POS system. It may be something such as consulting services or rental of equipment. It is an item that you will add to an ...
15:17

Adding a Contact

Contacts can be created on Vendor and Customer Records by clicking the 'Primary Contact' link next to the selector.  This will open the Contact form where the Contact can be entered and saved Contact Form If the Contact was crea...
12:55

AR Credit Memo

The AR Credit Memo is part of Accounts Receivable within the Accounting module of Restaurant365.  They are generally used to apply to AR Invoices (cancel out the invoice) by issuing a Credit to a Customer. To create an AR Credit Memo, hover o...
15:10

The Cut Over Process

The Cut Over Process Cut Over is the process of closing out the previous period in your Legacy Software and starting the new period in Restaurant365 from the Cut Over date moving forward. When you close the previous period, all Legacy Ending Balances will ...
09:07

Entering in Beginning Balance Transactions

When implementing Restaurant365, you will need to input beginning balance transactions for GL Balances, Open AP Transactions, Open AR Transactions, and Unreconciled Bank Transactions.  The majority of beginning balance items will be imported during the imp...
09:07

DSS Mapping

POS Accounts must be mapped in Restaurant365 to account for the Sales and Payment Type Accounts that are imported from your POS. These records were created based on your separation settings in System Preferences, and now that they have been separated in R3...
09:07

Recording Delivery Services in R365

As Delivery becomes utilized more in the Restaurant Industry, it is important to note the best practices surrounding how to record Delivery Services in R365. When Delivery Services are imported from your POS, they can be mapped to one of the following acco...
15:29

Accounting Day-to-Day Processes

As an Accountant, it is important to follow certain daily, weekly, and monthly tasks to ensure your books tie out. Review the lists and resources provided below on these processes. Additional resources are recommended throughout via the R365 Acade...
09:07

Bank Account Record

Bank Accounts are essential in Restaurant365.  Each Bank Account record represents a Bank Account that is part of your organization and is used in the finances and operations of your Restaurant Organization. Bank Accounts exist as GL Accounts in Res...
07:42

Bank Deposit

The Bank Deposit form is used to record the depositing of funds, from any source, to a Bank Account.  The Bank Deposit form pulls any Undeposited Transactions from the GL Account assigned to the 'Undeposited Funds' field in System Preference...
14:31

Bank Withdrawal

The Bank Withdrawal or Bank Expense form is used to create Payments to Non-Vendors and record Withdrawals directly from your Bank Account. No AP Invoice, AP Credit Memo, or Vendor Record will be associated with the Bank Expense. GL Accounts can be select...
10:18

Bank Transfer

The Bank Transfer form is used to record the transfer of funds between an organization’s Bank Accounts. Restaurant365 does not initiate the transfer of funds with the bank itself. Transfers must be performed outside the system and then recorded in Res...
10:06

Bank Activity

The purpose of the Bank Activity screen is to make it simple to match your Bank Statement to Transactions that have already been entered in to R365.  Bank Activity also allows an easy creation of new Deposits and Withdrawals based on data from your Ba...
10:38

Banking Reports Overview

The Banking Reports tab provides reports on all necessary banking information, from running reports on check runs to deposits and much more.  Navigation To access My Reports, click on the 'My Reports' Tab in any module. When the mai...
07:59

ACH Export

  The ACH Export allows a User to run a report that scans Check Runs for ACHs that were not exported at the time of the Check Run. This export is basically a repository of all ACH exports that a User can view to help catch any missing ACHs.  The AC...
08:53

Adjusted Cash Balance

The Adjusted Cash Balance report displays a quick overview of a restaurant's cash position as of a given date so that Users can make business decisions accordingly. Navigation To navigate to the Adjusted Cash Balance Report, click '...
08:54

Bank to GL Reconciliation

Running the Bank to GL Reconciliation Report will tell the User if he/she setup his/her GL Accounts properly. This is usually ran at setup to make sure that all GL Accounts are balanced. Navigation To navigate to the Bank to GL Reconcili...
08:54

Check

The Check Report will display all the checks from a selected check run. This report can be helpful to review or reprint past checks sent out from your restaurant. Once downloaded, the User is able to see the information attached to the check payment, ...
08:54

Budgeting Overview & Security

Advanced Budgeting in Restaurant365 allows Users to build and customize Budgets to meet the needs of their organization. Budgets can be created for both Balance Sheet and Profit & Loss Statement Accounts.  Budgets can be created from Prior Year Ac...
12:19

Budgeting: Budget Parameters Screen

This article describes the Budget Parameters screen in the Advanced Budgeting feature in Restaurant365.  Click here for more information on Budgeting Budget Parameters Budgets can be created and saved with the following parameters: Current and fu...
14:47

Budgeting: Budget Screen

This article describes the Budget Screen in the Advanced Budgeting feature in Restaurant365.  Click here for more information on Budgeting. Budget Screen The Budget screen is where the budget can be viewed and updated.  The parameters that were set o...
09:20

Budgeting: Account Details Screen

This article describes the Budget Accounts Detail Screen in the Advanced Budgeting feature in Restaurant365.  Click here for more information on Budgeting Account Detail Screen To view and make updates to a specific GL Account, the User can right-...
15:21

Budgeting: Completing and Updating Budgets

This article will describe the steps necessary to complete a New Budget or update an Existing Budget using the Advanced Budgeting feature in Restaurant365.  Click here for more information on Budgeting Completing / Updating Budgets After a Budget ...
14:47

Daily Sales Summary for the Restaurant Manager

In this training, the steps to review the Daily Sales Summary (DSS) will be covered: 1. Close out the POS System 2. Upload Daily POS Data to Restaurant365 & Open Daily Sales Summary 3. Open the Daily Sales Summary and Review 'Totals' tab ...
08:38

Mass DSS Review

The Mass DSS Review makes it easy to review and approve several Daily Sales Summaries at once.  Hover over the 'Account' menu and select 'Mass DSS' to open the Mass DSS Review screen in a new tab Once the screen loads, set each...
13:01

DSS Re-Import

Restaurant365 Customers can have their Daily Sales Summaries re-imported easily, regardless of whether their POS Systems are Cloud or non-Cloud-Based. It is important to note that an existing DSS must be deleted before re-import. This article discu...
15:01

Manually Delete a DSS

To manually delete a DSS file, a User must have the Primary Security Role of Accounting Manager or the Secondary Security Role of Master Record Delete.  Click here for more information on Security Roles A User with the requisite security would navigate...
10:15

Troubleshooting Missing and Out of Balance Daily Sales Summary

Daily Sales Summaries are imported automatically via the R365 Connect Tool. A Daily Sales Summary (DSS) file will be imported each day for the prior day's Sales and Labor. If a DSS is missing, the R365 Connect Tool will continually scan the POS every ...
09:46

Journal Entries Overview

Journal Entries can be manually entered, system generated, or imported in to Restaurant365. Security Users with the 'Accounting Manager' or 'Accounting Clerk' Security Roles will be able to create and save Journal Entries ...
09:40

New Journal Entry

This article will walk you through the steps to create a new Journal Entry.  Please note, if you are entering a large Journal Entry, you may want to use the Journal Entry Import function. This functionality will you allow to import a pre-defined templ...
14:41

Reversal Journal Entry

Reversing Journal Entries allow a User to create a second duplicate transaction where the Debits and Credits are reversed to help with month-end accrual transactions.  It is important to note that Journal Entries will not be automatically Approved when...
08:52

Importing Journal Entries

Journal Entries can be entered in to Restaurant365 various ways. This article will discuss how Journal Entries can be imported through the use of .CSV templates. It is important to note that negative values cannot be entered in the Journal Entry Template. ...
14:33

Journal Entry Import Templates

Journal Entries can be imported in to Restaurant365 using CSV templates.  Click here for the Journal Entries Overview page.  Two types of Journal Entries can be imported in to Restaurant365:  Journal Entry  Payroll Journal Entry Each type can be imp...
11:16

Documents to Process Overview

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. This is different from the EDI proc...
14:21

Documents to Process: Supported File Types

Documents to Process allows Restaurant365 Users to import various files for immediate processing, or processing at a later time. Acceptable file types include the following: File Sizes All files, no matter what type they are, should be small...
13:38

Documents to Process: Upload Methods

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice or AP Credit Memo to the system, and then enter the details of the transaction at a later time.  The recommended file format for use in D...
08:08

Documents to Process: Manual Upload

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice or Credit Memo to the system and then enter the details of the transaction at a later time. The recommended file format for use in Docume...
08:08

Documents to Process: Uploading Files via AP Automation

Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time. The recommended file format for use...
08:08

Fixed Assets Overview & Security

The Fixed Assets Module allows you to create and track each of your Fixed Assets in R365.  Automatic Depreciation can then be performed based on the Asset Classes and Categories that you set and maintain. This Overview will provide you with instructio...
15:08

Fixed Assets: Asset Classes

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module   Asset Classes serve as templates that are used in the creation of Assets.  Additionally, Assets can be sorted or organized by Ass...
14:19

Fixed Assets: Asset Categories

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module   Asset Categories allow you to create an additional reporting level for your Assets.  Categories are User-defined and allow you t...
14:10

Fixed Assets: Depreciation Method Definitions

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module.  Specifically, Depreciation Methods are set on the Asset Class, as well as on the Asset record.     Through the Asset Class or Asset re...
13:14

Fixed Assets: Convention Definitions

This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module.  Specifically, Conventions are set on the Asset Class, as well as on the Asset record.   The Averaging Convention is selected on...
13:40

AP Imports Overview

AP Transactions can be imported from CSV files in to Restaurant365.  Unlike Documents to Process, which requires a User to process the data at a later time, Imported AP Transactions contain all of the transaction details and are ready for review and approv...
15:02

AP Imports: Import Templates

AP Transactions can be imported in to Restaurant365 using CSV templates.  Numerous Vendors are integrated with Restaurant365 and each provides a unique file format that can be imported.  Click here to see a list of Integrated Vendors Restaurant365 prov...
11:15

AP Imports: Manual Importing

AP Transactions can be manually imported in to Restaurant365. Manually importing AP Transactions requires the use of specific import templates. Transactions can be imported by Item, or by Account.  Click here for information on EDI Vendor Integrations, and...
12:55

AP Transactions: Missing Items

  Missing Items are automatically created in Restaurant365 when an AP Transaction is imported or entered and includes a Vendor Item Number that does not exist. The following are scenarios in which a Missing Item would be created:  Customer purchases n...
08:22

AP Automation Overview

AP Automation is a feature within Restaurant365 where Vendors can send emails with documents directly to your R365 instance via your R365-generated Documents to process Email. This email address is unique to your organization and is automatically set ...
08:09

R365 Payments Overview & Security

Overview The R365 Payments Service is designed to save you time and money by streamlining the Payment Process from within R365.  Once you create the Payment in R365, the R365 Payments Service does the rest! This added service delivers y...
09:23

R365 Payments: Initial Setup

This article is part of the R365 Payments Service training.  Click here for more information on R365 Payments Service Prerequisites R365 Payments is an added service (fee) to your R365 Subscription and requires you to work with your Account Represe...
14:18

R365 Payments: Paying your Vendors

This article is part of the R365 Payments Service training.  Click here for more information on R365 Payments Service  Payment Run The R365 Payments Service allows you to pay your Vendors through the Payment Run (formerly known as the Check Ru...
14:31

R365 Payments: Adding a New Legal Entity

This article is part of the R365 Payments Service training.  Click here for more information on R365 Payments Service  This article is an excerpt from the R365 Payments Initial Setup article.  Please refer to the Initial Setup article for a full ...
14:59

R365 Payments: Adding a New Bank Account

This article is part of the R365 Payments Service training.  Click here for more information on R365 Payments Service  This article is an excerpt from the R365 Payments Initial Setup article.  Please refer to the Initial Setup article for a full und...
15:05

Printing Checks

Restaurant365 allows users to print their own checks without relying upon pre-printed check stock.  This gives users greater flexibility and added security as they will not have to keep pre-printed check stock on premises, or under lock and key.  Blan...
14:09

Manual Payment

A Manual Payment is used for creating a single AP Payment for a single Vendor.  Manual Payments can be created before the corresponding AP Invoice has been entered into Restaurant365. It is important to note that deleting an AP Payment after it is Appr...
12:57

Check Numbering in R365

This article will detail how checks are automatically numbered in R365.  Unlike the Autonumbering feature, where prefixes can be updated and changed, Check Numbers do not include a prefix.  Numbers are set on the Bank Account record that would be the sourc...
10:05

Paying Your Credit Card Bill

If you have a Credit Card Bank GL Account setup to pay expenses you will need to record the payments to the appropriate accounts within Restaurant365 to allow for ease of matching during your ‘Bank Activity/Bank Reconciliation’ process. There are two optio...
14:34

Recording American Express AMEX Charges

Step 1: Record your AMEX Charges Option 1: To record an individual invoice received for a specific vendor that you put on your AMEX card   Create an AP Invoice for the vendor for the amount of the invoice. Use the ‘Pay Bill’ Function to create an AP...
14:59

Workflows Overview & Security

The Workflows feature in R365 allows your organization to establish a chain of approvals for specific transaction types (AP Invoices or Journal Entries) and amounts.  Workflows can be established for each Location or Location Reporting Category, as we...
15:32

Workflows Example Flowchart

This article is part of Workflows training. Click here for more information on Workflows. Example Workflow Rule-set Example AP Invoice - Created by 'R365 User' Process Flowchart (click to expand) Note: An additional...
16:19

Workflows Setup

This article is part of Workflows training.  Click here for more information on Workflows Workflow Setup is the Workflow Administration page that is restricted to Users with 'Full Access' or the 'User Setup' Security Role. On t...
09:17

My Workflows

This article is part of Workflows training.  Click here for more information on Workflows. My Workflows is the central hub for all of your pending, and future, Workflow Approvals.  The contents of this page will be unique to each User that is part...
08:56

Approving Workflows

This article is part of Workflows training. Click here for more information on Workflows. AP Invoices and Journal Entries that meet certain criteria must be Approved in an Approval Hierarchy when Workflows have been enabled.  This article will exp...
09:48

Financial Report Writer Overview and Security

The R365 Financial Report Writer is an added R365 service designed to give you the ability to customize the content, layout, and look and feel of your financial reports.  This article will provide an overview of the R365 Financial Report Writer.   ...
08:19

R365 Financial Report Writer: Initial Setup

This article is part of the R365 Financial Report Writer training.  Click here for more information on R365 Financial Report Writer . The initial setup of the R365 Financial Report Writer requires the following: Your R365 Sales or CSM representati...
09:18

R365 Financial Report Writer: Organizational Structure

This article is part of the R365 Financial Report Writer training.  Click here for more information on R365 Financial Report Writer and here for more information on System Preferences The R365 Financial Report Writer allows you additional reportin...
15:38

R365 Financial Report Writer: Building Reports

This article is part of the R365 Financial Report Writer training.  Click here for more information on R365 Financial Report Writer.  The Ability to Build Reports Only Users with the 'Financial Report Builder' security role will hav...
07:39

R365 Financial Report Writer: Templates

This article is part of the R365 Financial Report Writer training on Building Reports.  Click here for more information on Building Reports and click here for more information on R365 Financial Report Writer  The 'Custom Financial Reports...
11:39

Dashboard & Ad Hoc Reporting Overview

Restaurant365 comes with a powerful Ad Hoc Report Viewer that allows Users to slice and dice data. These Ad Hoc reports and charts can also be shown in dashboards so Users can make decisions that increase productivity and reduce costs. Security roles deter...
10:26

Ad Hoc Elements

Ad Hoc Reporting is an excellent tool that builds the exact report your restaurant needs based on analyzing the data points crucial to enhancing your restaurant's operations. A key part in creating these reports is understanding the different elements...
10:14

Ad Hoc Reports: Table Elements

Tables are often used for displaying data across multiple Locations while also masking those Location names and/or other pieces of data for lower level Users. Custom labeling for fields and measures are also available for use through a Table. Two ...
11:26

Ad Hoc Reports: Chart Elements

A Chart does not have to stay in its original format nor does it have to display the information in one way. Your Chart can be adjusted using the following five key functions:  Chart Type Selector  Data Level Filter  Hovering over a Point  Show/H...
10:20

Ad Hoc Reports: Crosstab Elements

The Crosstab has numerous functions for rows, columns, fields, and measures. This article explains all of these different functions to ensure that Crosstab displays your data in the desired way. Rows 1) Delete Row Summary - This will rem...
10:58

Customers Reports Overview

The Customers Reports help to keep Customers accountable by displaying a listing of all Customers and their invoices who have current or past due invoices and creating Customer Statements that can then be sent to the Customer who owes an outstanding b...
07:59

AR Aging

The AR Aging Report provides a listing of all the open AR transactions that still haven't paid their invoices. This report helps to keep companies in check and allows restaurants to notify other companies of their outstanding invoices. Navig...
08:58

Customer Statement

The Customer Statement Report is an issued document made out to a customer. This statement tells the Customer how much they still owe from an outstanding invoice / transaction. If multiple Customers are selected, the report will have different pag...
08:59

Financial Reports Overview

Financial Reports allow Users to view Account transactions and balances for their restaurants. While Users with an Accounting Security Role mainly utilize these reports, they offer many great benefits to Operators as well. Navigation To acces...
07:59

Account Balance by Location

The Account Balance by Location Report displays the totals for a specific GL Account for all Locations. The User is able to view the debits and credits of one or more account(s) across multiple Locations for a better look into account details. Na...
09:02

Account Balance by Location Export

The Balance by Location Export runs account balances by any Location Category selected. Unlike the Account Balance by Location Report, this report includes more details about the balances, including the accounts connected to each Legal Entity. Thi...
09:02

Account Trx Summary by Location Export

The Account Trx Summary by Location Export displays the transactions made by each account at a chosen Location. This detailed report will enable a User to view and export an organized history of transactions with a certain account, showing its true ba...
09:03

AP Accrual

The Accounts Payable Accrual report is used to gather the information entered regarding the Dates of Service for an expense and summarize it at month end so a journal entry can be recorded. Click here for more information on Dates of Service enter...
09:03

Sales Reports Overview

Sales Reports are ran to provide a various amount of information about a Location's Sales and the aspects of Sales that are associated with it, including Server Sales, Recipes, Ticket Count and Average, and much more. With detailed charts and com...
10:45

Avg Gross Sales by Hour

The Average Gross Sales by Hour Report compares Service Types by hour over a selected period of time. This report is beneficial in displaying a numerical and graphical view of Sales to see which days and times were the busiest, which would then provid...
09:53

Avg Gross Sales Ticket Count

The Average Gross Sales & Ticket Count Report displays the transactions and ticket count by day and day part. This report is beneficial in scheduling by showing which days and day parts need the most workers. Navigation To navigate t...
09:54

Menu Item Analysis

The Menu Item Analysis Report shows the margin and quantities of menu items that analyze the popularity and profitability of each menu item ranked against each others and return a category that has a call to action associated with it.  There are f...
09:54

Menu Price Analysis

The Menu Price Analysis Report shows the cost and selling price for each Menu Item, determines a profit from those metrics, and then calculates a variance and price needed to hit the target percentage based on the User supplied target percentage. This...
09:54

Vendors Reports Overview

Vendors Reports are ran to provide information on the invoices made from and for Vendors. These reports can then be exported from the system for tax purposes or to process payments through an outside company.  Navigation To access My Reports...
07:58

1096 Form

The 1096 Form is a tax document that will display the totals of returns from 1099 Customers throughout the year. The information on this document is laid out to print directly onto a government issued 1096 Tax Form. Navigation To navigat...
10:01

1099 Form

The 1099 Form is produced to report any income received from a Vendor. The information on this form is organized so that it can be printed directly onto a 1099 Form and then sent to both your Vendors and the IRS for tax purposes.  Navigation ...
10:02

1099 Review

The 1099 Review Report shows all 1099 Customers and their invoices for a set period of time. This report allows the User to see all of the different types of payments associated with Vendors and make any final adjustments if needed before producing bo...
10:04

AP Aging

The AP Aging Report shows all open AP Transactions, including Credit Memos that haven't been applied to an invoice yet, listed with day ranges to show what invoices are current and past due. Even further, invoices are hyperlinked to allow the Use...
10:05

Balance Sheet

Available in summary or detail, displays any legal entity (or combination of selected legal entities – totaled) in a single column. Can drill down into any balance to view transactions.
09:42

Balance Sheet - Location Side by Side

Available in summary or detail, displays selected legal entities side by side with a total column. Can drill down into any balance to view transactions.
08:34

GL Account Detail Report

This report shows each transaction that has hit an account (or multiple accounts) within a selected date range.  This report can be run from My Reports and is also the report that the P&L, Trial Balance, and Balance Sheet drill down to when you click o...
09:49

Cash Flow Statement

Shows the sources and uses of cash from operating, investing, and financing activities using the indirect method.  Before using the statement you will need to assign 'Cash Flow Categories' to your Balance Sheet accounts. There are seven availabl...
13:53

Trial Balance

As of any date get balance of all accounts and drill down on any balance into the detailed transactions from which you can drill down into any transaction.
09:39

1099 & 1096 Overview

R365 offers the ability to track any 1099 eligible transactions by Vendor.  This is set on the Vendor record and is unique to each Vendor.  Refer to the following articles for more information on forms 1099 & 1096. Overview  The Vendor record h...
11:57

1099 - Electronic 1099 Export to tax1099.com

In compliance with changes to the tax filing requirements in the 2017 tax year, R365 has created the 'Tax1099.com Export' report available in 'My Reports'.  Tax1099.com is a third party service that allows you to eFile 1099 reports to m...
15:59

1096 Tax Form

Per the IRS tax code, certain vendors must be classified as 1099 Vendors. Having 1099 Vendors requires those purchasing from them to submit a 1099 tax form. A 1096 tax form acts as an additional informative document for the IRS. Form 1096 primarily contain...
14:28

1099 Tax Form

Due to tax filing changes effective for tax year 2017, R365 has created a new eFiling export for 1099 reports.  Please refer to the following article for more information on how to use this new report for Electronic 1099 Filing Restaurant365 can c...
10:41

Retained Earnings and Year-End Close Procedures

Year-End Checklist To help provide a smooth, holiday season transition, view this Year-End Checklist to ensure that all tasks are completed before beginning the New Year. Click here for a downloadable copy of this checklist. Fiscal Years Make sur...
12:21