Below is the list of most recently added features:

  • Business Analytics - new tool with ability to view dashboards, create charts, and slice and dice data on Ad Hoc reports.  Some features included for free and activated by security, other features activated by purchasing additional module.
  • Mobile App for Stock Counts - available on IOS and Android for easy stock count on a mobile device
  • Import Tool Added Features:
    • Update through an import - can now update existing records with import tool so you can export a list from R365, update values, and then re-import with the import tool to update those values
    • Saved import mappings - if you have a common import you use often, you can set the import column mapping once, save it, and then use that mapping on future imports
    • Download templates - in the import tool you can download the recommended R365 template for any record type, fill it out in Excel and then import
    • Bank Expense Import - can now import list of bank expenses from Excel/csv file.
    • When importing AP Transactions, user can now specify whether to import as Approved or Unapproved
    • Click here for import tool training
  • Multi-browser Support - now supported on the following browsers: Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge (Internet Explorer replacement in Windows 10)
  • Multi-device Support - forms adapt based on screen size of your device so the program will work on devices of many sizes such as tablets/ipads, laptops, and desktop machines, and many forms are also usable on a phone.
  • Scheduled Memorized Transactions - set a schedule on memorized transactions to be created automatically by the system each month or period
    • Refer to this training post about memorized transactions and in the post is a specific spot that describes Auto-Recurrence of scheduled transactions
  • Vendor Deactivate & Merge - deactivate vendors to avoid seeing in lists or selecting on future transactions and merge duplicate vendors to remove the duplicates
    • Click here for vendor merge training and to deactivate a vendor click the Inactive check box on the vendor form
  • New Feature Alert - when new features are released to the system, each user will see a red notification at the top of their home screen to alert them.  Clicking on the alert will open the list of new features and once clicked, the alert will go away until the next batch of new features are released.  Users can also access the most recent list of features at any time by hitting Help - Recent Features in the top right side of the main ribbon
  • Legal Entity Updates
    • Default Checking Account - default checking account can now be set on the legal entity so when that legal entity is selected in the check run, the default account will load
    • Inactive - Legal Entities can now be set as inactive which will limit them from showing up in some lists and look-ups
    • Click here for legal entity setup training
  • Check Run Updates - check run will now prevent using duplicate check number and will also pull in default checking account from the selected legal entity
  • Reports Page Updates
    • Accounting Manager users can set Report Defaults for other users such as Restaurant Managers by choosing a user or group of users at the top of the Report Defaults page before they hit Save
    • My Reports page received some formatting updates to improve navigation and readability
  • Vendor Item List Update - contract pricing columns added to Vendor Item list so they can be viewed, sorted, filtered and exported to Excel
  • Mass Invoice Format Update - formatting on mass invoice screen updated for better readability including widening some fields like Vendor and Account