Workflows : Support Center

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Frequently Asked Questions

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Accounting FAQs 58

Inventory FAQs 12

Labor FAQs 7

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Release Notes

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Getting Started

Operations Onboarding 8

Accounting Onboarding 9

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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

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Printing Checks & Check Runs 16

Workflows 6

Year End 4

Operations

Operations Onboarding Resources 2

Smart Ops General 13

Purchased Items 37

Vendor Items and Orders 14

Recipes 8

Inventory Counts 21

Waste Logs and Donations 4

Item Transfers 5

AP Invoices and Credit Memos 11

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Manager Log 9

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Smart Safes 0

Labor and Scheduling

Scheduling 14

Team 8

Employees 20

Manager Tools 7

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R365 Mobile

R365 Red App General 16

Scheduling: Manager Training 4

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Manager Log 3

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My Pay 2

Workforce and Hire

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Workforce R365 Payroll 18

Workforce Team 14

Workforce Employee Self Service 3

R365 Payroll End Of Year 5

Hire Recruiting Module 31

Hire Onboarding Module 24

Reports and Dashboards

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Ad Hoc Reports 7

Custom Financial Reports 15

Reporting - Financial 2

Financial Reports 32

Vendors Reports 14

Banking Reports 12

Customers Reports 3

Sales Reports 14

Reporting - Operations 8

Operational Analysis Reports 12

Purchased and Inventory Reports 27

Recipe and Theoretical Reports 2

Labor Reports 29

Commissary Reports 8

R365 Intelligence 3

Workforce Reports 5

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 5

Reference Only 4

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 ...

Dec 28, 2022 12:20

Approving Workflows

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

Dec 21, 2022 15:25

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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