Workflows : Support Center

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Frequently Asked Questions

General FAQs 32

Accounting FAQs 59

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 19

Getting Started

Operations Onboarding 8

Accounting Onboarding 9

System Setup 19

Legal Entities & Locations 13

Users & Security 29

Reporting Setup 12

Beginning Balances 3

Training by Role 3

General 28

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 14

Journal Entries 11

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 15

Purchased Items 33

Vendor Items and Orders 15

Recipes 8

Inventory Counts 22

Waste and Donation Logs 8

Item Transfers 5

AP Invoices and Credit Memos 12

Guided Workday 7

Daily Sales 17

Forecasting 15

Manager Log 9

Commissary 15

Prep Logs 4

Labor and Scheduling

Scheduling 17

Team 8

Employees 20

Manager Tools 7

Labor Admin 19

Tip Automation 8

R365 Mobile

R365 Red App General 18

Scheduling: Manager Training 2

Scheduling: Employee Training 9

Inventory 15

Manager Log 3

Accounts Payable 3

My Pay 3

Workforce and Hire

Workforce General & Setup 18

Workforce Payroll 27

Workforce Team 18

Workforce Employee Self Service 3

Workforce End Of Year 3

Hire Recruiting Module 34

Hire Onboarding Module 24

Reports and Dashboards

Dashboards 10

R365 Intelligence 20

Ad Hoc Reports 7

Custom Financial Reports 15

Reporting - Financial 2

Financial Reports 33

Banking Reports 12

Vendors Reports 14

Customers Reports 3

Sales Reports 14

Reporting - Operations 8

Operational Analysis Reports 12

Purchased and Inventory Reports 28

Recipe and Theoretical Reports 2

Labor Reports 31

Commissary Reports 8

Workforce Reports 17

Integration Documentation

POS Integration 24

POS Systems 3

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 8

Advantage Migration 3

Webinars 1

System-Wide Updates 8

Reference Only 15

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 Set...

Dec 21, 2022 15:28

My Workflows

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

Nov 16, 2023 12:28

Approving Workflows

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

Nov 16, 2023 12:28

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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