Workflows : Support Center

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Frequently Asked Questions

General FAQs 32

Accounting FAQs 58

Inventory FAQs 11

Labor FAQs 7

Reporting FAQs 18

R365 Hire FAQs 18

Restaurant365's Post Covid-19 Tool Kit 8

Release Notes

Product Release Notes 16

Support Center Updates 14

Getting Started

Operations Onboarding 8

Accounting Onboarding 9

System Setup 17

Legal Entities & Locations 13

Users & Security 26

Reporting Setup 12

Beginning Balances 3

Training by Role 3

General 27

Exporting Data from QuickBooks® 9

Adoption Journey

Building Great Habits 9

Maintaining and Analyzing Data 3

Accounting

Accounting Onboarding Resources 5

Accounts Payable 23

Accounts Receivable 11

General Ledger 22

Banking 23

Bank Accounts & Checks 10

Budgeting 7

Daily Sales Summary 13

Journal Entries 10

Vendors & Customers 6

Documents to Process 11

Fixed Assets 16

AP Imports & AP Automation 8

R365 Payments Service 10

Printing Checks & Check Runs 16

Workflows 6

Year End 4

Operations

Operations Onboarding Resources 2

Smart Ops General 11

Purchased Items 28

Vendor Items and Orders 11

Recipes 7

Inventory Counts 15

Transfers and Waste Logs 9

AP Invoices and Credit Memos 11

Daily Sales 13

Forecasting 8

Manager Log 9

Commissary 15

Prep Logs 4

Labor and Scheduling

Scheduling 11

Team 8

Employees 19

Manager Tools 6

Labor Admin 16

R365 Mobile

R365 Red App General 11

Scheduling: Manager Training 4

Scheduling: Employee Training 6

Inventory 7

Manager Log 3

Accounts Payable 3

My Pay 2

Workforce and Hire

Hire Recruiting Module 30

Hire Onboarding Module 21

R365 Payroll Payments 11

Workforce People 14

Workforce Employee Self Service 3

R365 Payroll End Of Year 4

Reports and Dashboards

Dashboards 11

Ad Hoc Reports 7

Custom Financial Reports 15

Reporting - Financial 2

Financial Reports 31

Vendors Reports 14

Banking Reports 12

Customers Reports 3

Sales Reports 14

Reporting - Operations 8

Operational Analysis Reports 12

Purchased and Inventory Reports 27

Recipe and Theoretical Reports 2

Labor Reports 27

Commissary Reports 8

R365 Intelligence 3

Integration Documentation

POS Integration 23

POS Systems 2

EDI 8

FTP Site 4

R365 API 3

Other Integrations 1

APS Payroll

General 19

Employee Console 5

Payroll Console 4

Human Resources Console 15

Payroll Reporting Console 9

APS Payroll: Year-End Procedures 10

Restaurant365 Certifications

Overview 1

Other Articles

Franchising 6

Catering 14

Catering Reports 5

Classic Manager Log 12

Channel Partners 5

Advantage Migration 3

Webinars 1

System-Wide Updates 11

Reference Only 50

Workflows

Workflows Overview & Security

The Workflows feature in R365 allows your organization to establish a chain of approvals for specific transacti...

Dec 21, 2022 15:22

Workflows Example Flowchart

This article is part of Workflows training. Click here for more information on Workflows. Example Workflow Rule-...

Mar 28, 2022 09:50

Workflows Setup

This article is part of Workflows training. Click here for more information on Workflows. 'Workflow Se...

Dec 21, 2022 15:28

My Workflows

This article is part of Workflows training. Click here for more information on Workflows. My Workflows is ...

Dec 28, 2022 12:20

Approving Workflows

This article is part of Workflows training. Click here for more information on Workflows. AP Invoices and J...

Dec 21, 2022 15:25

Workflow Approval Groups

This is a part of the Workflows feature. Click here to learn more about Workflows. Workflow Approval Groups can ...

Apr 07, 2022 08:32

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