Contact List for R365 Issues
Who to Contact for R365 Issues
General Guides
Daily Sales Summary
Invoicing
List of Vendors Imported into R365
Changing Unlinked Item to GL Account
VIDEO: Changing Unlinked Item to GL Account
Orders
Inventory
Adding Items to Inventory Template
Batch Cocktail Recipe Request Form - DOWNLOAD THIS FORM, DO NOT EDIT IN GOOGLE SHEETS!
Export/Import an Inventory Template
Tips for Rearranging Template in Excel
Transfers
Approving or Rejecting a Transfer
R365 App
Reports
Tips Withheld Report - Use this report to get your Tips Withheld amount for processing payroll.
VIDEO: Accessing Tips Withheld Report - Video showing how to access your Tips Withheld amount for payroll.
P&L Standard CRG Report - This report will show a P&L for the specified period in our standard CRG format. Inventory counts must be input and completed for COGS to be accurate.
Payables Invoice Distribution Report - A GL report where you can see what invoices were expensed to specific GL accounts for a given time period. For example, if you wanted to gather a list of all invoices that included a repair expense for last period.
Receiving by Purchased Item Report - A report that shows the items received for a specific time period. This can be used to show how much of a certain product was purchased and the cost per unit.
Vendor Analysis Report - This report wil show a history of invoices based on the vendor and date range selected. It will also show a breakdown of the invoices based on GL account. This report could be useful if you are researching whether an invoice was input and processed.