General FAQs

Why you should stay on top of your DSS Approvals
Routine is important, but when it comes to DSS approval, daily approvals are crucial to making sure all data in R365...
17:25
Changing POS Systems?
If your Organization is looking to change POS Systems in the near future, it is important to note that R365 has an i...
09:15
Enabling Automatic Updates for the R365 Red App
Items are regularly released to the R365 Red App, but depending on your device's settings, the app may need to ...
14:20
How can I initiate a repoll of my DSS (Daily Sales Summary) data?
If you discover that your DSS file contains missing or incorrect data, you can initiate a repoll under qualifying ci...
10:27
How do I onboard new Employees?
Once you hire on new Employees, you can get them up and running with R365 easily. Follow these 4 steps to get your E...
15:28
How should I inquire about R365 billing?
Have a question about billing for R365 products and services that you've purchased? Just write to billing[at]re...
10:50
Why aren't my invoices being entered by the AP Capture Team?
When documents are not entered by the AP Capture team, it is often due to the fact that the document is listed as ha...
12:40
How do I leave a note for the AP Capture Team?
You can leave entry instructions for the AP Capture Team on the Vendor record. When a new AP Invoice is created for ...
12:40
Why can't I change the Primary Location on an Employee record?
There are cases where R365 will prevent the Primary Location from being changed on the Employee record. An error mes...
05:10
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