Quarterly Tasks and Reports

Now that you have experienced at least two period ends, you should have plenty of reps under your belt for all DWM tasks. Layering in Quarterly Self-Audit processes is one way you can keep your R365 instance accurate and healthy for years to come. Use the two wellness checks below for walkthroughs on self-auditing your instance:

• Accounting Self-Audit - Reconciling Balance Sheet Accounts and confirming User Access/Security

• Operations Self-Audit - Verifying Item Setup, GL Mapping, and Labor

Next Steps

• Set a Calendar reminder to reoccur once per quarter to set aside time for self-auditing

• Use the self-audit links above to check your instance and correct any issues you may find

• Rest easy knowing you have done your due diligence!

Check out the next article for a recap of the topics we have covered so far and what is up next!