Mastering the Fundamentals: R365 Accounting 101

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

This live training series Mastering the Fundamentals: R365 Accounting 101 provides step-by-step training to move from daily operations through month-end close with confidence.

Over the course of six focused CLASSES (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.

Why Join?

What to Expect

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

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

Week #1 — 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.

Week #2 — 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.

Week #3 — 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.
Week #4 — 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.

Week #5 — 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.

Week #6 — 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.

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!

Restaurant365 brings together accounting, operations, scheduling, and more in a flexible platform—empowering restaurants to choose the solutions they need and scale with confidence.