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To Do Checklist
The To Do Checklist displays various tabs with items that the system has flagged as requiring setup or attention. If nothing is requiring attention on a specific tab, that tab won't be displayed. The To Do List has the following tabs: ...
Updated on : 04 Jun 2024
P&L Comparison
The P&L Comparison Screen is a report found in the 'Reports' subsection of the 'Operations' module. Only Users that have the following Permission will see and be able to run this report. Reporting → Standard Reporti...
Updated on : 06 Jul 2024
Dashboard
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Ad Hoc Reports
8 Articles
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My Reports
7 Articles
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Custom Financial Reports
17 Articles
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Financial Dashboard
5 Articles
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Workforce Reports
Workforce Reports allow users to analyze R365 Payroll and HR data from within Workforce. Additional Workforce Reports can be found on the Workforce tab of My Reports . Security Workforce Reports Permissions are found in the Permissio...
Updated on : 12 Jul 2024
Form 8027
Overview The Form 8027 feature in R365 assists with the completion of IRS form 8027 . For proper completion of IRS form 8027 based on the needs of your organization, please refer to Instructions for Form 8027 (2023) (irs.gov) . After setup, user...
Updated on : 12 Jul 2024