---
title: "Setup Review and Daily Tasks"
slug: "setup-review-and-daily-tasks"
description: "Maintain daily R365 tasks via To Do Checklist and DSS review. Consistent daily habits support faster period close and accurate reporting."
updated: 2025-08-26T16:59:56Z
published: 2025-08-26T16:59:56Z
canonical: "docs.restaurant365.com/setup-review-and-daily-tasks"
---

> ## 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.

# Setup Review and Daily Tasks

Fast track month-end close by maintaining your daily [To Do Checklist](/doc/docs/to-do-checklist) in R365 and never play catch up again! Because you are entering and approving transactions daily, you should be reviewing the [Flash](/doc/docs/flash-report), [Weekly Review – Location](/doc/docs/weekly-review-location), and [Overtime Warning](/doc/docs/overtime-warning-report) Reports every day to assess ways each Location can perform better.

The nightly DSS poll from your POS contains tons of information at your fingertips. Send [this guide](https://restaurant365training.com/wp-content/uploads/2021/03/DSS_QR_Smart-Ops.pdf) to your Managers for reviewing the DSS and have them complete it every day. You will benefit by:

- Maintaining up-to-date reporting and financials
- Catching errors faster
- Completing an easier period close
- Identifying Sales trends
- Controlling cash
- Keeping your Operators informed

If you see a discrepancy in your DSS and need to troubleshoot, check out [this webinar](https://vimeo.com/659084905/5d52560366). The DSS review is one piece of the [Daily To Do List](/doc/docs/daily-weekly-monthly-quarterly-tasks-accounting-operations). Use this list with links to relevant Support Center articles to help if you have questions about how to complete these tasks.

Now is a great time to review your [User](/doc/docs/user-setup-security-and-location-access) and [Report Role](/doc/docs/security-permissions-report-roles) setups to ensure each User has access to the parts of the software that they will need. Use these two articles for common [Accounting](/doc/docs/accounting-user-setup) and [Restaurant Manager](/doc/docs/smart-ops-users-setup) User Setups and Report Roles.

If your R365 subscription includes approval Workflows, check out [this example](/doc/docs/workflows-example-flowchart) of how using workflows will save you time and keep Users focused by entering and approving the appropriate transactions.

---

## **Next Steps**

- Set a routine to knock out the daily list by assigning the tasks to Users in your Organization then follow up to ensure their timely completion
- Use the links on the [DWM Checklist](/doc/docs/daily-weekly-monthly-quarterly-tasks-accounting-operations) if you get stuck
- Review User Setups and Report Roles and tweak as needed
- Begin including the suggested reports in your review routine
- Explore Workflows for a seamless course of approvals

Check out the [next article](/doc/docs/weekly-tasks-and-reports) in this series for a dive into weekly tasks and reports.

Restaurant365

Structured documents that provide insights and summaries of various operational metrics and financial data.

POS (Point of Sale)

A system used by businesses to process sales transactions and manage customer payments. Connected to R365 through a [POS integration](/doc/docs/pos-integration-overview).