R365 Payments Training
Save time and money with R365 Payments
Welcome to the R365 Payments Training Hub: Your one-stop shop for comprehensive R365 Payments training. We want to make sure you’re up and running quickly and efficiently, and this hub will be your guide.
Please see below for support documentation, guides, and instructions on getting started with R365 Payments.
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Self-Help Documentation and Resources
Looking for short self-help documents, guides, and training? We’ve got you covered, check out our support center articles!
Resource
R365 Payments Overview & Security
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R365 Payments: Initial Setup
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Adding or Removing a Bank Account to/from R365 Payments
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Adding or Removing a Vendor
On-Demand Training Videos
Not so much a reader, but would rather follow along with a video? We’ve got you covered there too. Look below for some short training videos to help you master R365 Payments.
recording
Pre-Canned Dashboard Tour:
Unleashing Potential Through Personalization
Speaker: Marc Cohen
Watch as our Intelligence Champion Marc Cohen takes you for a guided journey through your Out–of–the–box dashboards. In this session, you’ll discover 10 powerful modifications you can use to ensure your dashboards meet the unique needs of your restaurant group.
recording
How To Build Dashboards from Scratch
Speaker: Marc Cohen
Join our Intelligence Champion Marc Cohen for an in-depth guide to creating compelling data reports and visualizations using R365 Intelligence. Get the skills and knowledge you need to build dashboards tailored to your business.
recording
Visualizing Success:
Essential Training for Sales and Labor Reporting in R365 Intelligence
Speaker: Esther Books
Join our Intelligence Champion Esther Books for a guide through the process of creating compelling sales and labor dashboards with R365 Intelligence. Master essential skills and knowledge so you can create dashboards to effectively manage staff productivity, sales, and labor costs.
Visualizing Success:
Essential Training for PMIX and Inventory Reporting in R365 Intelligence
Speaker: Sofia Franzon
Date: September 19th @ 1:00pm CST
Join Intelligence Champion for a step-by-step guide to creating compelling PMIX and inventory reports and visualizations using R365 Intelligence. Get the essential skills and knowledge you need to create dashboards that effectively manage your food costs.
Advanced Formatting:
Create Beautiful, Branded, Mobile-Friendly Dashboards
Speaker: Marc Cohen
Date: October 3rd @ 1:00pm CST
Join our Intelligence Champion for a showcase of advanced techniques to make your dashboards more impactful for a wider audience. Topics include planning, arranging, and optimizing dashboards for mobile, adjusting colors and fonts to match your brand, and how to add advanced filtering techniques to help users find and drill into the right metrics.
Wrangling Your Data:
Leveraging Data Imports, Exports, and R365’s Excel Plugin for Success
Speaker: Kevin McTigue
Date: October 17th @ 1:00pm CST
Join our Intelligence Champion Kevin McTigue to learn how to import, clean, and aggregate your data to get a comprehensive view of your restaurant operations. Kevin will also show your restaurant group how to leverage R365 Intelligence’s Excel plugin to export your data and dissect it to get the specific insights you and your team need.