Weekly Tasks and Reports

Now that you are getting in the habit of knocking out your daily routine in R365, it is time to layer in weekly and biweekly tasks. These to-do frequencies are dependent on how often your Organization runs Payroll and takes Inventory. However, reviewing line-item AP and Labor should always occur weekly to stay ahead of item costing and Employee Shift Communication.

Here is your Weekly To Do List to help if you have questions about how to complete these tasks. The focus of your weekly review includes the topics listed below.

Payroll

Check the 'Payroll Estimate Clearing' tab of the Payroll Journal Entry to ensure that Labor Accruals for the Payroll Period are reversed. Watch this webinar recording for a deep dive into Payroll Journal Entries.

Correct Item Cost and Counts

Use this guide on how to check for Item Cost Issues using the Receiving by Purchased Item report. This is a great report to run at the end of the week to review item costs, potential errors to fix before invoice approval, and ensure that you are ready to go for the next Inventory Count. Kitchen Managers and General Managers should be on the top of this report every week!

Whatever the cadence of your Inventory Counts, do not forget to add any new items to the Count Templates before the count is initiated. When finished, always review the count before approving it by using this step-by-step guide. Completed counts that are reviewed should then be approved.

Run the Weekly Review –  Location and Actual vs. Theoretical Analysis reports to analyze up-to-date Cost of Goods Sold.

Labor

If you have not already, check out the Labor Actual vs. Scheduled report to highlight variances between Employee Punches and Scheduled Shifts. This is a great report to add to a subscription, which are simple to set up and allow you to automatically send and receive a breakout of last week's chosen report parameters. 

For instance, you and your General Manager could receive a breakout of last week's food purchases by item every Monday morning (Item Cost Percent Breakout report), preventing food costs from being a surprise at the end of the month!

Next Steps

• Set a routine to knock out the Weekly To Do List by assigning tasks to Users in your Organization and follow up to ensure their timely completion

• Use the links on the DWM Checklist if you get stuck

• Review the Receiving by Purchased Item and Labor Actual vs. Scheduled reports for the last week

• Subscribe yourself and your Managers to at least one report (Flash Report daily for yesterday's date is a great start!)

• Take and review your next Inventory Count

Check out the next article in the series for tips on Monthly Tasks and Reports.