Employee App Access

Employee App Access

    Granting Employees access to the R365 Mobile App and limited-use portals of R365 is a simple process.  Once the Employee record has been imported from the POS via the POS Integration (or manually created), the record can be granted ‘App Access’ by clicking the ‘App Access’ checkbox on the General tab of the record.   Granting App Access Checking this box and saving the record makes several things happen throughout R365.  We will demonstrate each in sequence:   1) Temporary Password Upon reloading the page, the ‘Send Temporary Password’ button appears next to the ‘App Access’ checkbox. This … Continued
Manager Log: Log Categories

Manager Log: Log Categories

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Log Categories allow Users to separate Log entries in to specific categories for easy sorting and follow up.  Log Categories are also selectable from the ‘Mgr Log’ menu in the top ribbon, allowing you to customize the options in the ‘Task’ and ‘Note’ sub-menus. To create and manage Log Categories, a User must have the ‘Accounting Manager’ or ‘Manager Log Creator’ security roles.  Click here for more information on Assigning Security Roles   Log Categories List Expand the ‘Administration’ subsection in … Continued
Manager Log: Flagged Entries View

Manager Log: Flagged Entries View

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Flagged Entries View Flagged Entries are Tasks and Log Entries that require additional followup.  The Flagged Entries View provides an instant consolidated view of all Flagged Entries throughout Manager Log.  Click through any entry to open the full entry and provide any additional update or follow-up entries or tasks.   Flag / Unflag an Entry for Review To flag an entry or task, a User simply has to click the flag icon on the entry or task.  This will immediately move the entry … Continued
Manager Log: Link To Types

Manager Log: Link To Types

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Link To Types allow Manager Log entries to be directly linked to another record through R365.  For example, a ‘Note’ with the Log Category of ‘Employee’ would have the ‘Employee’ link to type.  Therefore, the ‘Note’ would appear on the Employee Record, as well as all places where the note is visible/accessible. This table contains all of the current Link To types:
Manager Log: Daily Overview

Manager Log: Daily Overview

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Opening the Daily Overview The Daily Overview screen provides all the detail that cannot be displayed on the Calendar View.  A User can load the Daily Overview for any selected day, by clicking on the day in the Calendar View.  Alternatively, the Daily Overview for the Current day can be opened by clicking ‘Daily Overview’ in the left nav   Daily Overview Screen   There are five sections within the Daily Overview.  They are as follows: Sales & Labor Summary Tasks … Continued
Manager Log: Task List Setup

Manager Log: Task List Setup

This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Task Lists are User created lists that can be put to use manually, or scheduled for regular reoccurring use.  Task Lists can be assigned to a Location or set of Locations.  Uncompleted tasks can be auto-closed as ‘incomplete’.  Tasks cannot be deleted from a Location once they have been assigned to that location for that day. To create and manage Task Lists, a User must have the ‘Accounting Manager’ or ‘Manager Log Creator’ security roles.  Click here for more information on Assigning Security … Continued
Manager Log: Task Lists View

Manager Log: Task Lists View

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Using Task Lists This article will describe the fields on the ‘Task List View’.  Click here for instructions on Using Task Lists   Task List View The Task List View allows you to view and filter all Tasks and Task Lists.  On this screen, a User can set the following: which Locations to display which Task Lists to include ‘Open’ or ‘Completed’ tasks Start Date End Date   Depending on the Date range selected, the ‘Before Today‘ section and Tasks will … Continued
Manager Log: Document Library

Manager Log: Document Library

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Adding Documents to the Document Library Hover over the ‘Mgr Log’ menu and select ‘Add to Document Library’.  Select and upload the Document in the ‘Upload Document’ prompt.   File Types The recommended file type for uploads is .PDF, however the following file types are acceptable: .PDF .DOCX .XSLX .PNG .BMP .JPG If you attempt to upload a file type that is not one of the accepted file types listed above, you will receive the following warning:     Document Details A … Continued
Manager Log: Calendar View

Manager Log: Calendar View

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Calendar View The Calendar View is the default view in Manager Log.  On this screen, a User can see summary data for one Location, or several Locations.  Click on the Location selector to view more than your default Location   Calendar Days The Calendar View displays the following data for each date in the selected date range: SLS – Sales for selected Locations PY – Prior Year Sales with a percentage change calculation SPLH – Sales per labor hour Weather … Continued
Manager Log: Using Task Lists

Manager Log: Using Task Lists

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Intro This article will explain how to use a Task List.  As task lists can be used on both the Browser and R365 Mobile App versions, we will demonstrate both, starting with Browser.  Scroll down for the Mobile App Instructions Click here to for a similar article on how to Create Log Entries   Browser Instructions Step 1: Login to R365 Log in to R365 and navigate to the ‘Manager Log’ module by selecting ‘Manager Log’ in the module selector … Continued