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Accounting 101: R365 Accounting Fundamentals

Daily Processing Through Period-End Close – Live Training Series

Is your monthly close cycle in R365 Accounting completed with consistency and accuracy?

Accounting 101: R365 Accounting Fundamentals — Daily Processing Through Period-End Close provides step by step guidance to move from daily operations through month end close with confidence.

Across nine focused classes, accounting teams learned how to manage daily and period end tasks efficiently and accurately, ensuring a complete and reliable P&L at the end of each cycle.

Sessions start July 28th – Register Now!

See Series Details

Why Attend?

  • Save Time: Streamline daily and monthly processes and reduce last-minute fixes.
  • Save Money: Avoid costly errors, late fees, and duplicate transactions.
  • Gain Confidence: Trust that numbers are accurate and business decisions are grounded in solid financials.

What to Expect

Each session is designed to deliver practical, actionable training in about an hour:

  • Clear Objectives: Know exactly what you’ll take away each week.
  • Real-World Scenarios: Understand the risks of missing a step.
  • Step-by-Step Training: Learn how to complete the process directly in R365.
  • Built-In Value: See how every task helps you save time, cut costs, or improve accuracy.

We understand schedules can be tight—a replay will be shared with all registrants. If you have specific questions you want our experts to answer during the structured Q&A, be sure to attend live!

Upcoming Sessions

  • Schedule: 9-class series. Each class has two live session options each week.
  • Registration: Register for the series and choose which session works best each week.
  • Replays: All registrants receive a recording of each webinar.
  • Q&A: Structured, topic-focused discussions with the R365 Learning & Content Services Team

Ondemand Videos

Week #1 — Class 1

Daily Sales: To Do Checklist and POS Account Mapping

Get daily sales right the first time. Standardize your process, map POS data correctly, and eliminate hours of reconciliation headaches.

Tuesday, July 28th @ 11:00 AM CT

Thursday, July 30th @ 3:00 PM CT

Week #2 — Class 2

Daily Sales: Validations and DSS Approvals

Stop errors before they hit your books. Build a validation and approval workflow you can trust—so your numbers are always clean.

Tuesday, August 4th @ 11:00 AM CT

Thursday, August 6th @ 3:00 PM CT

Week #3 — Class 3

Daily Accounts Payable: Vendors and Invoices

Take control of your AP. Set up vendors and process invoices accurately to prevent duplicates, delays, and costly mistakes.

Tuesday, August 11th @ 11:00 AM CT

Thursday, August 13th @ 3:00 PM CT

Week #4 — Class 4

Daily Accounts Payable: Credit Memos and Payments

Keep cash flow clean and predictable. Handle credits and payments with precision so nothing slips through the cracks.

Tuesday, August 18th @ 11:00 AM CT

Thursday, August 20th @ 3:00 PM CT

Week #5 — Class 5

Daily Bank Activity: Deposits

See your cash clearly—every day. Record and verify deposits with confidence and eliminate reconciliation surprises.

Tuesday, August 25th @ 11:00 AM CT

Thursday, August 27th @ 3:00 PM CT

Week #6 — Class 6

Daily Bank Activity: Withdrawals and Transfers

Track every dollar out. Record withdrawals and transfers correctly to keep your cash accounts accurate and reconciliation-ready.

Tuesday, September 1st @ 11:00 AM CT

Thursday, September 3rd @ 3:00 PM CT

Week #7 — Class 7

Weekly/Bi-Weekly Payroll: Accruals and Journal Entries

Make payroll hit the right period—every time. Accurately record payroll journal entries so your labor costs tell the truth.

Tuesday, September 8th @ 11:00 AM CT

Thursday, September 10th @ 3:00 PM CT

Week #8 — Class 8

Period-End Close: Bank Reconciliation

Close faster with fewer surprises. Reconcile accounts efficiently and catch issues before they become problems.

Tuesday, September 15th @ 11:00 AM CT

Thursday, September 17th @ 3:00 PM CT

Week #9 — Class 9

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

Turn reports into decisions. Review your P&L and Balance Sheet with confidence—and actually understand what they’re telling you.

Tuesday, September 22nd @ 11:00 AM CT

Thursday, September 24 @ 3:00 PM CT

Ready to Master the Close Cycle?

Don’t let incomplete data or process gaps slow down your financial reporting. Complete the form to attend the full series!

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