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Mastering the Fundamentals: R365 Accounting

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

This live webinar series Mastering the Fundamentals: R365 Accounting provides step-by-step training to move from daily operations through month-end close with confidence.

Over the course of six focused sessions (details below), accounting teams will learn how to manage daily and period-end tasks efficiently and accurately—ensuring a complete, reliable P&L at the end of each cycle.

See Webinar Details

Why Join?

  • 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 live 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

  • When: Wednesdays at 3:00 PM CT (no session Thanksgiving week)
  • Replays: Everyone who registers will receive a recording of each webinar.
  • Q&A: Structured, topic-focused discussions with the R365 Learning & Content Services Team

October 22nd, 2025

Daily Sales: POS Mapping & Daily Sales Summary (DSS) Approval

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.

October 29th, 2025

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.

November 5th, 2025

Daily Bank Activity: Automated Matching & Rules

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

November 12th, 2025

Weekly/Biweekly Payroll: 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.

November 19th, 2025

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.

December 3rd, 2025

Period-End Close: P&L & Balance Sheet Review (GL)

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.

Ready to Master the Close Cycle?

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

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