When updating a GL Account, you may receive an error message like the one displayed above. This means that ther...
Jan 18, 2022
11:06
For your Bank Reconciliation, transactions would only be checked off if matched in the Bank Activity or if manually ...
Jan 18, 2022
11:10
This typically happens when the date and location you are adding to is in a Legal Entity with a closed period, as yo...
Jan 18, 2022
11:11
There are multiple reasons why your Bank Activity file will not upload: The file needs to be in a QFX or QBO form...
Jan 18, 2022
11:20
When uploading bank activity, R365 supports .qfx (Quicken), .qbo (Quickbooks), and BAI file transmission. Traini...
Mar 29, 2022
12:49
This typically happens when the deposit is being entered after the DSS has already polled into R365. Please check wi...
Jan 18, 2022
11:21
When a Daily Sales Summary Journal Entry displays multiple line items for the same account or does not display an up...
Nov 17, 2022
09:56
Most banks require one log in to access multiple accounts, but some institutions enable Users to add multiple accoun...
Jan 18, 2022
11:32
The R365 Payments are processed the same day as long as they are approved by 5 pm PST. According to the Payment Type...
Jun 30, 2021
14:49
If a R365 Payment does not go through, it could be for the following reasons: You are leaving the Submission Load...
Dec 15, 2021
15:11
