Welcome to Your Adoption Journey

Congratulations on completing implementation! Restaurant365's VP of Customer Success, Kris Sundberg, has a quick message on how we are going to help your restaurant business thrive. To ensure you stay successful and are maintaining your instanc...
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Setup Review and Daily Tasks

Fast track month-end close by maintaining your daily To Do Checklist in R365 and never play catch up again! Because you are entering and approving transactions daily, you should be reviewing the Flash, Weekly Review – Location, and Overtime Warning reports...
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Weekly Tasks and Reports

Now that you are getting in the habit of knocking out your daily routine in R365, it is time to layer in weekly and biweekly tasks. These to-do frequencies are dependent on how often your Organization runs Payroll and takes Inventory. However, reviewing li...
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Monthly Tasks and Reports

If you are maintaining Daily and Weekly Tasks, wrapping up period end should be a simple routine with only 3 main components on the Monthly To-Do List. These include: Bank Reconciliation It is important to compare your bank statements against ledgers ma...
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Quarterly Tasks and Reports

Now that you have experienced at least two period ends, you should have plenty of reps under your belt for all DWM tasks. Layering in Quarterly Self-Audit processes is one way you can keep your R365 instance accurate and healthy for years to come. Use the ...
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Quarterly Accounting Self-Audit

Every quarter, it is important to review certain aspects of the Accounting module to ensure that all transactions tie out, access to the system is granted to the appropriate Users, and financial data is accurate.  This article reviews the following Acc...
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Quarterly Operations Self-Audit

Every quarter, it is important to review certain aspects of the Operations module to ensure that all items are set up correctly and that Scheduling details are accurate and up-to-date. This article reviews the following: Item Setup Labor Setup ...
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Inventory Clean Up Process

It is important to update Inventory if any of the following occurs: Multiple similar items with different names (e.g. GROC Ketchup, GROC Katchup, GROC Catsup) Unexplained costing issues (usually a symptom of incorrect unit and item setup) Item values o...
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Quarterly Recap

The goal of this article series is to equip you with the skills and routine to maintain your instance, inform your team, and streamline processes with the DWM Checklist. Because great healthy habits are established, you are truly utilizing what R365, as an...
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