---
title: "Phase 1: Getting Started & Discovery"
slug: "phase-1-getting-started-discovery"
description: "Phase 1: set up Legal Entities, Locations, and Fiscal Calendar; import Chart of Accounts; kick off POS and vendor integrations."
updated: 2025-08-25T22:04:24Z
published: 2025-08-25T22:04:24Z
canonical: "docs.restaurant365.com/phase-1-getting-started-discovery"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/v1/docs/legal-entity-record), [Location](/v1/docs/legal-entities-location-record), and [Fiscal Calendar](/v1/docs/fiscal-periodyear-setup) set up
- Chart of Accounts is imported
- [{{ glossary.POS}}-integration-setup-assistant" target="_blank" translate="no">POS](/v1/docs/<span class=) and [Vendor integrations](/v1/docs/edi-vendor-integration-overview) are kicked off
- Timeline: 2-3 weeks

### What to prepare for next?

- Prerequisite document is completed
- [Bank Connection](/v1/docs/direct-bank-connections-connecting-bank-accounts)
- Vendor Purchase History / Item Buildout
- [GL Types](/v1/docs/gl-types)

Restaurant365

An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.

## Related

- [Phase 4: Recipes](/phase-4-recipes.md)
- [Phase 1: Items In](/phase-1-items-in.md)
- [Phase 5: Banking](/phase-5-banking.md)
- [Phase 2: Item Management and Transactions](/phase-2-item-management-and-transactions.md)
- [Phase 2: Money In](/phase-2-money-in.md)
- [Enable a Legal Entity for R365 Payments](/r365-payments-enable-a-legal-entity.md)