We are excited that you have chosen to implement R365 Accounting and Operations! To help you get the most out of your transition to R365, this guide highlights areas within R365 that are the same or similar to Advantage. This guide also points out a few areas of R365 that were not available in Advantage, but can be implemented to help your organization thrive.
Each topic lists a brief description of the feature within R365, with links to Support Documentation to learn more.
The Basics
Software Access R365 is available through a browser-based environment, accessible from any device and accompanying Mobile App.
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| Training The R365 Academy includes an extensive video library with customized learning paths, based on User Role.
Support Center Articles can be accessed at any time without logging in.
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Navigation & Security Your R365 database is global in nature, and all transactions across all Locations are accessible, based on each User’s Permissions.
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POS and Vendor Integrations
POS Mapping R365’s POS Mapping Tool and To Do Checklist highlight new POS Menu Items in an intuitive format, and new items can be mapped directly from the DSS.
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| Vendor Invoice EDI When a Vendor is integrated with R365, Invoices are generated automatically, and new Vendor Items can be mapped directly from the Invoice.
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Reporting
Reports and Dashboards R365 has over 250 out-of-the-box Reports with transaction-level drill-down capability. These Reports can be automatically emailed daily/weekly/monthly.
R365’s Custom Financial Report Writer combines multiple Custom Financial Reports and Ad Hoc Reporting Tools for custom operational dashboards. Learn more about R365:
| Labor Performance Reporting and Estimates When Labor is brought into R365 from the POS, Daily Labor Accrual Estimates are automatically recorded to the GL. These estimates are then reconciled with Payroll for real-time financial reporting Learn more about R365: |
Accounting Records and Tasks
Daily Sales and Labor Summary The DSS in R365 includes Sales/Labor performance metrics for Sales vs Forecast and Labor vs Schedule (including Actual Employee Punches vs Scheduled Hours) Learn more about R365:
| Bank Activity R365 offers multiple ways to import Bank Activity automatically or manually. The Bank Activity tool directly imports bank activity, clearly highlights matched/unmatched activity, and uses rules to code recurring transactions.
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Journal Entry Preparation Journal Entries in R365 have advanced functionality, including Spread, GL Allocation, and multi-line entry. Journal Entries can be imported from Excel, generated from memorized templates, duplicated, or manually entered line-by-line. Learn more about R365: | Cash Deposits and Handling DSS Cash Deposits auto-match to Bank Deposits, and Over/Shorts can be recorded when retrieving bank activity. Learn more about R365: |
Fixed Assets The Fixed Assets module is fully integrated, with automatic depreciation calculations and maintenance tracking. Learn more about R365:
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Operations Records and Tasks
Sales Forecasting R365’s intuitive, algorithm-based Forecasting feature automatically populates Schedules, and suggests predictive order quantities.
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| Invoice Entry and Review Invoices and Documents to Process can be viewed from both the Accounting and Ops modules.
When reviewing Invoices, Price Alerts for any Items that are priced above/below tolerable thresholds and Quantity Alerts for any quantity differences from PO are provided. Learn more about R365:
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Inventory Inventory, Item Transfers, and Waste Logs can be simultaneously completed across multiple devices in your browser or in the intuitive mobile app. Learn more about R365:
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Approvals and Supporting Documentation
Approvals and Workflows Custom AP and Journal Entry Workflows that can be set up based on Vendor, Amount, and/or GL Code
Final review and approval for Inventories and Item Transfers can be restricted to selected Users, based on User Roles and Permissions. Learn more about R365:
| Supporting Documentation Most text, Excel, video, and audio file types are supported. Learn more about R365:
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