Workflows : Support Center

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Frequently Asked Questions

General FAQs 32

Accounting FAQs 62

Inventory FAQs 12

Labor FAQs 7

Reporting FAQs 18

R365 Hire FAQs 18

Workforce FAQs 1

Restaurant365's Post Covid-19 Tool Kit 8

Release Notes

Product Release Notes 1

Getting Started

Operations Onboarding 8

Accounting Onboarding 9

System Setup 19

Legal Entities & Locations 13

Users & Security 31

Reporting Setup 12

Beginning Balances 3

Training by Role 3

General 29

Exporting Data from QuickBooks® 9

Adoption Journey

Building Great Habits 9

Maintaining and Analyzing Data 3

Accounts Payable

AP Center 5

Vendors 5

AP Transactions 4

Memorized AP Transactions 1

Payment Runs 8

Documents to Process 17

AP Invoices 16

AP Imports & AP Automation 7

R365 Payments Service 19

Printing Checks & Check Runs 8

Accounting

Accounts Receivable 11

General Ledger 22

Banking 25

Bank Accounts & Checks 10

Budgeting 7

Fixed Assets 17

Workflows 6

Journal Entries 11

Labor and Scheduling

Scheduling 17

Team 11

Manager Tools 9

Labor Admin 23

PTO Accruals 10

Employees 33

R365 Mobile

R365 Red App General 18

Scheduling: Manager Training 3

Scheduling: Employee Training 12

Food 17

My Tasks 5

Manager Log 3

My Pay 3

Workforce and Hire

Workforce General & Setup 21

Workforce Taxes 2

Workforce Payroll 17

Workforce Paycheck Runs 5

Workforce Team 9

Workforce Employee Self Service 3

Hire Recruiting Module 34

Hire Onboarding Module 23

Operations

Smart Ops General 14

Purchased Items 36

Vendor Items and Orders 19

Recipes 9

Inventory Counts 22

Waste and Donation Logs 9

Item Transfers 9

AP Invoices and Credit Memos 15

Task Management 15

Forecasting 13

Manager Log 9

Integration Documentation

POS Integration 27

POS Systems 3

EDI 8

FTP Site 4

R365 API 3

PAR Brink POS Integration 6

Other Integrations 1

APS Payroll

General 18

Employee Console 5

Payroll Console 4

Human Resources Console 15

Payroll Reporting Console 9

Restaurant365 Certifications

Overview 1

Other Articles

Franchising 6

Catering 14

Catering Reports 5

Classic Manager Log 12

Channel Partners 8

Workforce End Of Year 3

Workforce I-9s 2

APS Payroll: Year-End Procedures 10

Legacy Forecasting 8

Accounting Onboarding Resources 5

Accounting Year End 4

Operations Onboarding Resources 2

Accounting Daily Sales Summary 14

Ops Daily Sales 17

Commissary 16

Reporting - Financial 2

Accounts Payable 3

Prep Logs 5

Tip Automation 9

Advantage Migration 3

Reference Only 47

System-Wide Updates 8

Webinars 1

Reports and Dashboards

Dashboards 11

R365 Intelligence 28

Ad Hoc Reports 7

Custom Financial Reports 16

Financial Reports 36

Banking Reports 13

Vendors Reports 14

Customers Reports 3

Sales Reports 15

Reporting - Operations 8

Operational Analysis Reports 19

Purchased and Inventory Reports 28

Recipe and Theoretical Reports 3

Labor Reports 36

Commissary Reports 8

Workforce Reports 25

Workflows

Workflows Overview & Security

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

Mar 28, 2024 07:34

Workflows Example Flowchart

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

Mar 22, 2024 14:24

Workflows Setup

Workflow Setup is the administration and configuration page for Workflows. This page is restricted to users wit...

May 01, 2024 13:14

My Workflows

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

Jul 30, 2024 07:31

Approvals in Workflows

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

Jul 30, 2024 06:36

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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