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Mastering the Fundamentals

R365 Accounting 101: Video Library

All Six Trainings. One Place. Your Complete Guide to Confident Closings.

Welcome to the Mastering the Fundamentals of R365 Accounting 101 Video Library—your one-stop resource for mastering every step of the close cycle.

Here, you’ll find all six sessions from our live training series, now available on demand. Each video walks through key accounting workflows—from daily operations to month-end reconciliation—so your team can close faster and with greater accuracy.

Watch Recordings

What You’ll Learn

Every session includes:
  • Clear Learning Objectives: Build confidence with step-by-step instruction.
  • Practical How-To Guidance: See exactly how to perform tasks in R365.
  • Expert Tips & Best Practices: Streamline your processes and save time.
  • Actionable Takeaways: Immediately apply what you learn to your daily work.

Why Watch

  • Save Hours Each Month: Streamline your workflows and reduce manual work.
  • Close with Confidence: Minimize stress and errors during month-end.
  • Empower Your Team: Help your staff work smarter and master key accounting processes.
  • Learn from the Experts: Gain insider guidance from R365 specialists who understand restaurant accounting.

Watch Anytime, Anywhere

All six sessions are available right here, ready to play, pause, and revisit whenever you need. Train new hires, refresh your team’s knowledge, or sharpen your closing process—all in one convenient place.

Class #1

POS Mapping & Daily Sales Summary

Get sales data right the first time. Learn how to map POS accounts, approve DSS, and gain clear visibility into daily cash activity—setting up smoother reconciliations and payroll entries.

Class #2

Daily Accounts Payable: Invoices, Credit Memos & Payments

Stay on top of payables. Discover how to enter and approve invoices, credit memos, and payments correctly to avoid duplicates, prevent late fees, and keep vendor relationships strong.

Class #3

Daily Banking Activity: Transactions, Automated Matching & Rules

Simplify reconciliations. Learn how to record deposits, withdrawals, and transfers while leveraging matching rules for a complete picture of cash flow.

Class #4

Payroll Processing: Accruals & Journal Entries

Keep payroll clean and accurate. Gain confidence in creating and reviewing payroll journal entries so labor costs post correctly and period-end stays smooth.

Class #5

Period-End Close: Bank Reconciliation

Close with confidence. Learn the steps to reconcile accounts quickly and accurately, catch errors early, and maintain complete financial records.

Class #6

Period-End Close: P&L & Balance Sheet Review

Wrap it all up. Use R365 reporting tools to review P&L and Balance Sheet, identify discrepancies, and ensure statements reflect the true health of your business.
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