Frequently Asked Questions

Fiscal Years What are the best practices for setting up Fiscal Years? Overall, you want to align your Fiscal Years so that there are no gaps from one year to the next. For Operational Fiscal Year setup, you want to make sure that your oper...

Accounts Payable Why can't I create transactions to Accounts Payable or Accounts Receivable? R365 automatically uses the settings in System Preferences where GL accounts are assigned to Accounts Payable and Accounts Receivable. When you creat...

This article covers all frequently asked questions regarding Smart Operations. Sales & Forecasting FAQs Daily Sales How do I update the labor data on my DSS? If you need to repoll your POS system, you can simply delete your DSS file, ...

My Reports How do I get last year’s sales to show up on my Flash Report? If you are new to R365 and want your prior year (PY) sales to show up alongside your current sales on the Flash Report, you will need to import your ‘Historical Sales’...

General Are my R365HIRE and Workforce login credentials the same? R365 HIRE and Workforce each have different login credentials. Users will have separate credentials for each. Can I move between Payroll and HIRE once I login? Yes....

System Issues How do I find out if there is a system issue? Issues within R365 can be the result of improper system setup, and a simple adjustment to a user or item record can see everything working smoothly again. However, it is certainly po...

The Fixed Assets section of the Accounting module allows users to track fixed assets in R365. Fixed assets can be any physical item that resides at a location long-term. The Assets page is used to track these items.  For example, a location ...

This article addresses some of the questions users ask about R365 Payments. To suggest a new FAQ, please submit a ticket to our Support team . How are payments created? Payments are created using the Payment Run Record . If a vendor is...