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 Implementation processes.

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

Accounting Implementation Process

Phase 1 - Integrations

• 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 - Train 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 - Cutover

• 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 Implementation 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 Inventory Count Template exists per polling Location
• User understands Inventory Count Template maintenance
• User understands starting, performing, and reviewing Inventory Counts
• User has taken first test counts
• User is aware of the first Inventory Count process and necessary JE's
• Coach has shown Actual vs. Theoretical Analysis report to User

Phase 4 - Recipes

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