Accounting FAQs

Why isn’t my email working to email Transactions, Check Stubs, or ACH files?
If you are unable to use the ‘Email Link’ and other ‘Email’ functions within R365, it is often because your User Ema...
15:41
How to do I add a Vendor Group?
A Vendor Group can be easily added from the Vendor record. It is important to note that once a Vendor Group is creat...
08:23
How do I figure out which check paid which invoice?
There are two reports that can help you determine which check paid a given invoice. For details on these reports, se...
08:30
Why can’t I print a check with a signature?
Only Users with the Print Check Signature Security Role can print checks with signature in R365. If you are unable t...
08:40
How do I print a sales ticket?
To print a sales ticket, follow these steps: 1. Open the Operations module 2. Under the Sales heading in the le...
08:43
Why can't I create transactions to Accounts Payable or Accounts Receivable?
R365 automatically uses the settings in System Preferences where GL accounts are assigned to Accounts Payable and Ac...
08:48
Can I void a check run?
It is not possible to void an entire check run at once, but you can void transactions within the check run individua...
08:50
Why do I have an Unassigned Vendor / Customer in my Aging report?
There are two ways that an unassigned Vendor/Customer can happen:  Accounts payable/receivable open transactions d...
08:52
Why isn't a transaction matching in my Bank Activity?
There are multiple possibilities why a transaction is not matching:  The transaction does not yet exist in R365, b...
09:00
How do I enter a Vendor Credit issued as a check or ACH?
Occasionally, you may receive a credit from a Vendor that is a Check or ACH. The following process allows you to rec...
09:50
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