Accounting Onboarding to Adoption

This phase focuses on reviewing records and solidifying routine tasks in R365 to officially complete technical implementation. You will also receive tools to assist with scaling your business and staying up to date with new releases and trainings on new features.

Phase Goals

• Understand how to self-audit your database.

• Understand how to use the Support Center.

• Timeline: 1 week.

What to prepare for next?

• Attend ongoing education webinars

• Ensure DWM tasks are assigned and being completed

Additional Resources

• Golden Rules of Accounting

• Key Accounting Reports

• Submit Product Requests

• Beginning Balances Inventory Count

• Release Notes