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Accounting 102: R365 Accounting Advanced Features

Efficiencies for Daily Processing and Period-End Close – Live Training Series

Is your monthly close cycle in R365 Accounting ready to go beyond the basics for better control and consistency?

Accounting 102: R365 Accounting Advanced Features — Efficiences for Daily Processing Through Period-End Close builds on the fundamentals you learned to help your team work faster, cut manual steps, and handle complex transactions with confidence.

Across six focused classes, accounting teams will learn how to automate the AP approvals and journal entries, reconcile third-party and intercompany transactions, and build custom reporting that gets the right numbers automatically.

Sessions start October 6th – Register Now!

See Series Details

Why Attend?

  • Work Faster: Automate AP approvals, JEs, and bank activity so manual work disappears
  • Nail Complexity: Get third-party delivery and intercompany transactions right every time
  • See Clearly: Create custom report views and subscriptions for deeper insights

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: 6-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

AP Workflows – Setup and Approvals

Set up automated approval workflows so AP moves through the right hands, every time.

Tuesday, October 6th @ 11:00 AM CT

Thursday, October 8th @ 3:00 PM CT

Week #2 — Class 2

Journal Entry Efficiency – Memorized and Imported Entries

Create memorized and imported journal entries that save hours of manual work.

Tuesday, October 13th @ 11:00 AM CT

Thursday, October 15th @ 3:00 PM CT

Week #3 — Class 3

Automating Bank Activity – Bank Rules

Build bank rules that turn recurring bank activity into transactions automatically.

Tuesday, October 20th @ 11:00 AM CT

Thursday, October 22nd @ 3:00 PM CT

Week #4 — Class 4

Third-Party Delivery Management – Receivables, Deposits, and Reconciliation

Get delivery income right. Record receivables, deposits, and reconciliations accurately so nothing gets lost in the shuffle.

Tuesday, October 27th @ 11:00 AM CT

Thursday, October 29th @ 3:00 PM CT

Week #5 — Class 5

Intercompany Accounting

Keep intercompany balances clean. Create, approve, and reconcile intercompany transactions with confidence.

Tuesday, November 10th @ 11:00 AM CT

Thursday, November 12th @ 3:00 PM CT

Week #6 — Class 6

Enhanced Reporting – Custom Views and Report Subscriptions

Get the numbers you need without the manual pull. Build custom report views and subscriptions that deliver insights automatically.

Tuesday, November 17th @ 11:00 AM CT

Thursday, November 19th @ 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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