In Onboarding, you will typically work with both an Accounting Coach and an Operations Coach as you learn both parts of the system. These processes are very different but work in conjunction with each other and, therefore, occur concurrently. Below details both the Accounting and Operations Onboarding processes.

Click here to view a PDF document of the Accounting Onboarding Process and the Operations Onboarding Process.

Accounting Onboarding Process

Phase 1 - Connecting POS to R365

  POS is integrated and DSS validated

   User has mapped all Payment Types, Sales Accounts, and Job Titles

   User understands how to upload bank file auto-matching functions of the Bank module

   User understands the flow of Undeposited Funds from DSS to Banking Activity

   Coach has shown P&L report to the User

Phase 2 - Training on Key Topics

  Vendors are imported

  User has entered invoices by Account and by Item

  User understands how to pay AP invoices using Pay Bill, Manual Payment, and Check Run

  User understands flow of Accrued Payroll from DSS through the reversal of Payroll JE

  User has uploaded a practice Payroll JE and ran the GL Account Detail for Accrued Payroll

  User has practiced making Bank Withdrawals, Transfers, and Deposits

   Coach has shown AP Aging, Trial Balance, and GL Account Detail Reports

Phase 3 - Cut Over

  User understands the technical Cut Over Process and that test records will be cleared out

  User understands Beginning Balance transactions and how to populate import files

  User understands how transactions will be processed exclusively in R365 post-cutover date

  User can explain the division of daily task responsibilities within their organization

Phase 4 - Live in the System

   User is entering daily deposits and approving Daily Sales Summaries

  User has processed a full AP cycle

  User has uploaded a Payroll JE and corresponding Bank JE

  Beginning Balance files are uploaded

  User has processed at least one week of Bank Reconciliations

Operations Onboarding Process

Phase 1 - Items In

  Vendor Items, Purchased Items, and Units of Measure imported and shown to User

  User understands and can explain Vendor Item > Purchased Item relationship

  User provides historical Net Sales and Coach imports

  Vendor integration(s) submitted

Phase 2 - Managing Items

  User can create new Purchased Items, Vendor Items, and Units of Measure

   User understands the UofM Equivalencies tab on Purchased Items

   User has set all necessary Vendors to invoice 'By Item'

   User has mapped all missing Vendor Items. If 'No', how many remain?

   Operational Reporting Categories are set up

   Restaurant Managers setup as Users in R365 with Restaurant Manager as Primary Role

   Coach has shown receiving report(s) 

Phase 3 - Inventory Items

   One Stock Count Template exists per polling Location

   User understands Stock Count Template maintenance

   User understands starting, performing, and reviewing Stock Counts

   User has taken first test counts

   User is aware of the first Stock Count process and necessary JE's

   Coach has shown Actual vs. Theoretical Analysis report to User

Phase 4 - Recipe Management

   User understands the difference between Yield, Prep, and Menu Item Recipes (learn more in the R365 


   User has mapped a Recipe to a Menu Item

   Coach has provided Menu Item Category worksheet to User

   Coach has shown Menu Item Analysis reports to User