--- title: "Weekly Tasks and Reports" slug: "weekly-tasks-and-reports" description: "Weekly R365 habits: verify payroll accrual reversals, check item costs, review and approve inventory counts, and analyze labor variances." updated: 2025-08-26T17:00:25Z published: 2025-08-26T17:00:25Z canonical: "docs.restaurant365.com/weekly-tasks-and-reports" --- > ## 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. # Weekly Tasks and Reports Now that you are getting in the habit of knocking out your daily routine in R365, it is time to layer in weekly and biweekly tasks. These to-do frequencies are dependent on how often your Organization runs Payroll and takes Inventory. However, reviewing line-item AP and Labor should always occur weekly to stay ahead of item costing and Employee Shift Communication. Here is your [Weekly To Do List](/doc/docs/daily-weekly-monthly-quarterly-tasks-accounting-operations) to help if you have questions about how to complete these tasks. The focus of your weekly review includes the topics listed below. --- ## **Payroll** Check the 'Payroll Estimate Clearing' tab of the [Payroll journal entry](/doc/docs/payroll-journal-entries) to ensure that Labor Accruals for the Payroll Period are reversed. Watch this [webinar recording](https://vimeo.com/659087277/d0671ba6ca) for a deep dive into Payroll Journal Entries. --- ## **Correct Item Cost and Counts** Use [this guide](/doc/docs/reporting-essentials) on how to check for Item Cost Issues using the [Receiving by Purchased Item](/doc/docs/receiving-by-purchased-item) report. This is a great report to run at the end of the week to review item costs, potential errors to fix before invoice approval, and ensure that you are ready to go for the next Inventory Count. Kitchen Managers and General Managers should be on the top of this report every week! Whatever the cadence of your Inventory Counts, do not forget to add any new items to the [Count Templates](/doc/docs/inventory-counts-create-and-edit-an-inventory-template) before the count is initiated. When finished, always review the count before approving it by using [this step-by-step guide](/doc/docs/inventory-counts-review-and-approve-an-inventory-count). Completed counts that are reviewed should then be approved. Run the [Weekly Review – Location](/doc/docs/weekly-review-location) and [Actual vs. Theoretical Analysis](/doc/docs/actual-vs-theoretical-analysis) Reports to analyze up-to-date Cost of Goods Sold. --- ## **Labor** If you have not already, check out the [Labor Actual vs. Scheduled](/doc/docs/labor-actual-vs-scheduled) report to highlight variances between Employee Punches and Scheduled Shifts. This is a great report to [add to a subscription](/doc/docs/report-subscriptions), which are simple to set up and allow you to automatically send and receive a breakout of last week's chosen report parameters. For instance, you and your General Manager could receive a breakout of last week's food purchases by item every Monday morning ([Item Cost Percent Breakout](/doc/docs/item-cost-percent-breakout) report), preventing food costs from being a surprise at the end of the month! --- ## **Next Steps** - Set a routine to knock out the Weekly To Do List by assigning tasks to Users in your Organization and 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 the [Receiving by Purchased Item](/doc/docs/receiving-by-purchased-item) and [Labor Actual vs. Scheduled](/doc/docs/labor-actual-vs-scheduled) reports for the last week - [Subscribe](/doc/docs/report-subscriptions) yourself and your Managers to at least one report ([Flash Report](/doc/docs/flash-report) daily for yesterday's date is a great start!) - Take and review your next [Inventory Count](/doc/docs/inventory-counts-review-and-approve-an-inventory-count) Check out the [next article](/doc/docs/monthly-tasks-and-reports) in the series for tips on Monthly Tasks and Reports. Restaurant365 Journal entry (JE) Record posted to the General Ledger to document financial activity. Structured documents that provide insights and summaries of various operational metrics and financial data.