Phase 1: Getting Started & Discovery

In this initial stage, you will build a foundational setup and set of skills that will prepare you and your team for the more intricate details of Accounting Onboarding in upcoming phases. This also gives us the opportunity to define our primary goals for onboarding and R365.

Phase Goals

• Legal Entity, Location, and Fiscal Calendar set up

• Chart of Accounts is imported

• POS and Vendor integrations are kicked off

• Timeline: 2-3 weeks

What to prepare for next?

• Prerequisite document is completed

• Bank Connection

• Vendor Purchase History / Item Buildout

• GL Types