October 7, 2020



R365 Accounting

Make saved report views public and default for other users - Admins can now share their saved views of reports within the My Reports section by making them public. If a saved view is made public, other users will be able to access the admin’s saved view. Admins can also choose to make their public saved view the default view for other users and either allow or disallow changes. See related documentation

 

 

 

AP Transactions: New Document Issues tab - Get tighter control over AP transactions by easily seeing any document issues that were assigned from Docs to Process and resolving them right from the AP transaction screen. Now, any transaction that is attached to a document that was flagged with an issue in Docs to Process will have a new tab labeled “Document Issues.” Users can view existing issues, add new issues, and resolve issues from within the grid. See related documentation

 

   

 

 

R365 Inventory

New Commissary Order History reports - Hone in on commissary ordering and fulfillment errors quicker with 3 new Commissary Order History reports. You now have access to order history reports by category, by location, and by item. With these reports, you can see how much was ordered, how much was fulfilled, and the variance between the two. You can then drill into any categories, locations, or items that have high variances. See related documentation

 

 

 







PREVIOUS RELEASES



September 23, 2020



R365 Accounting

AP Invoice: Quick allocation to multiple locations - Allocate invoice amounts to multiple locations quicker with the new dropdown menu that allows you to select multiple locations instead of adding locations one by one. For example, if you have an AP invoice for a utility bill that needs to be spread across 5 locations, you can quickly do so by selecting the 5 locations in the new dropdown menu. The amount entered will be automatically distributed evenly across the 5 locations. You can then make edits to the amounts for each location manually if necessary.

 

 

 

AP Invoice: Total of quantity column - Quickly confirm the accuracy of invoices with the new total at the bottom of the quantity column. You no longer need to do math in your head to confirm that the total matches your invoice. 

 

   

 

 

Transaction Summary: Account # and Location # columns: - Spend less time verifying the accuracy of a transaction with the new account and location number columns in the transaction summary of a journal entry.     

 

 




September 8, 2020



R365 Accounting

AR Aging Report: Sum by location - Control cashflow easier by seeing your accounts receivable by location. The AR Aging report now has a “sum by location” option that groups your receivables by location. For example, you can run the AR Aging report with the “sum by location” toggle set to “yes” and send location managers a list of customers they can call to request payments. See related support article   

 

 

 

AP Entry: Missing items - Flag missing items easier with a new “missing item” option that can be selected right from the item dropdown menu in the AP Invoice entry screen. The new “missing item” option can be found at the bottom of items list or by starting to type “missing item” in the “select item” dropdown menu. See related support article   

 

 

 

R365 Payroll + HR

Update existing job records via import - Save time by updating job records in bulk with the import tool. Some of the fields that can now be updated by downloading, filling out, and uploading the provided CSV template include:

  • Job title
  • Job code
  • GL account
  • Pay rate

See related support article   





August 26, 2020



R365 Accounting

Documents to Process: Merge documents - Save time by merging separate documents into one document right from the documents to process list view. For example, if you’re an AP clerk, and took multiple pictures of one invoice on your mobile device, you can send those separate pictures directly to the Docs to Process queue. Once in the list view, you can select the separate documents, and merge them into one, manageable file.

 

 

 

Links to invoices from AP Invoice Distribution report - Spend less time finding and correcting coding errors by accessing specific invoices directly from the AP Invoice Distribution report. Each row within the “Invoice #” column is now hyperlinked so you can navigate directly to the invoice and make any necessary changes without having to navigate to the “Transaction Details” grid.

 

   

 

 

Fintech refund processing options - If you have a Fintech integration, you can now choose how R365 handles refunds for each vendor. You can choose to create a credit memo or insert a line item called “Fintech Refund.” See related support article   

 





August 17, 2020


R365 Accounting

Custom Financial Reports: “Number of Full Periods” row - You can now include a “number of full periods” variable in your custom financial reports which will return the number of full periods represented by the column. You can use this variable to get forecasting calculations such as estimated annual profit. For example, you can divide total net profit by the number of full periods to get profit per month. Then multiply that number by 12 to get estimated annual profit.

 

 

 

Custom Financial Reports: Open reports from the package runner - You can now open individual reports directly from the package runner without having to navigate to the package editor. Each report within your package will have an icon next to the report name. Clicking the icon will open the report in a new tab. 

 

   

 

 

 

R365 Scheduling

“App Access” column - It is now easier to see which employees have access to the R365 mobile app and which do not. The new “App Access” column in the “Employee” grid clearly indicates each employee’s access without having to go into each employee record. For example, if you are a store manager, you can do a quick audit of employees who need access to the mobile app by simply filtering the “App Access” column to show only “No” values. You can then grant access to each employee who needs it. See related support article   

 

 

Employee Link Column - It is now easier to differentiate users of the R365 system and users that were created from an employee record. In the “Users” grid under “Administration,” there is now an “Employee Link” column that displays “Yes” if a user was created from an employee record and “No” otherwise. For example, if you are an R365 admin and want to see a clean list of users that have access to Restaurant365, you can filter the “Employee Link” column to only show “No” values. This makes your list less cluttered and easier to work with. See related support article   

 

 






August 5, 2020


R365 Scheduling

Multi-location employee shift availability - Schedule multi-location employees faster by seeing the shifts in which they have already been scheduled at your other locations. In the example below, Alejandro is already scheduled on Wednesday at the Sunset location. If Alejandro also works at your Bird Road Market location, you can now see that information when you are creating the schedule for the Bird Road Market location. The tile will appear in gray, letting you know the employee is already scheduled for that day as well as the location and the hours. See related support article 

 

 

 

Multi-location announcements - Send multi-location announcements to the scheduling app faster with this new enhancement that allows you select multiple locations for each announcement instead of sending announcements one by one. For example, if you need to inform all 10 of your locations of a company-wide holiday, you can click on the “SELECT ALL” button to send the message to all of your locations. If you need to send an announcement to 3 of your locations that are located in a state that requires temporary health inspections, you can select the appropriate locations when sending announcements. See related support article   

 

 

 

Multi-location blackout dates - Set scheduling black-out dates for multiple locations faster. You can now indicate all multiple locations when setting a blackout date instead of setting the blackout date for each location individually. For example, if you need to set a blackout date for all 10 of your locations, you can click on the “SELECT ALL” button to blackout a particular date for all of your locations. If you need to blackout a date for 3 of your locations due to a local event, you can select the appropriate locations to black out. See related support article   

    

 

 

Individual day sales forecasts hyperlinks - It is now easier to see that you can drill into individual dates within the forecasting module. The dates are now colored blue so it’s easier to recognize that it is a clickable link. Clicking the link will take you to the daily forecasting screen for that date where you can see and adjust the factors that affected that day’s forecast. See related support article   

 

 

Send alerts for published shifts - You can now send alerts to scheduled employees for shifts that have already been published without having to unpublish and republish the schedule. See related support article

 




July 13, 2020



R365 Accounting


Custom Financial Reports: Dynamic Variables on Package Documents -Save time by using dynamic variables to automatically populate data into Word documents within Report Packages. For example, you can now use the “@OrgUnit” variable in your cover pages instead of manually typing each location for each Report Package. Other variables include, @DateToday(text), @DateToday(date), @ReportDate(text), @ReportDate(date), @ClientName, @ClientCity, @ClientState, and more. This functionality is currently available for Word documents only. Click here to learn more about using Dynamic Variables in Report Packages.

 

 

 

Custom Financial Reports: Default Package Views - Run the Report Packages you need faster by saving the Report Package views you create and setting them as your default view. For example, if you are a District Operator, you can save a Report Package view with the Org Units in your district and set the view as your default so you can get the Package you need faster.

 

 

 

 

New franchisee roles - As a franchisor accounting leader, you now have more control over franchisee user accounts with two new primary user roles. The Limited Accounting Manager user role is similar to the Accounting Manager user role in that they can enter transactions. However, they cannot enter master records. The Limited Accounting Clerk user role is similar to the Limited Accounting Manager user role except for the ability to approve any transactions. Click here to learn more about Security Role Descriptions.

 

Import location attributes - With the previous release, you are allowed to add additional attributes, such as restaurant type, seating capacity, and delivery services for each location. In future releases, you will be able to see how your restaurant locations perform in relation to others in your segment. In this release, you can now use the import tool to import location attributes for multiple locations without having to enter the information for each location individually. Click here to learn more about Importing Location Profile information.

 

 

R365 Inventory


New theoretical on-hand inventory report - This new report helps you easily identify significant differences between theoretical and actual on-hand inventory. This report will take your last count, purchases, transfers, waste, and sales into consideration to give you a theoretical on-hand count. You can run this report before your next inventory count and quickly identify any large discrepancies between theoretical and actual counts. Click here to learn more about the Theoretical On Hand Report.

 

 

 

Fixes:

  • My Reports: New portrait-oriented reports: Standard reports in the “My Reports” section print in the landscape orientation even when the portrait orientation is selected. You can now choose a portrait version of the most widely used standard reports. You can find the following reports in the "My Reports" section:
    • GL Account Detail with Legal Entity - Portrait
    • Profit and Loss - Custom Date - Portrait
    • Profit and Loss - Portrait
    • Profit and Loss Details - Portrait
    • Profitability Report - Portrait
    • Transaction Detail Export - Portrait




June 29, 2020


R365 Accounting


Expanded Location Attributes - In an effort to better serve our customers, we are expanding the attributes users can assign to each location. The added attributes can be seen in the screen shot below. In future releases, users will be able to see how their restaurant locations perform in relation to others in their segment. This additional information will also help R365 make more informed decisions on feature releases. Click here to learn more about the Location Profile.

 

 


Custom Financial Reports: Hide “$” and “%” symbols for each row - Users have more flexibility to customize their custom financial reports with the ability to hide “$” and “%” symbols for each row. For example, users can choose to show the “$” symbol on the first and last rows but hide the symbol for each row in between.

 

 

 

Custom Financial Reports: Show unapproved transactions on balance sheet and transaction balance reports - Users can now choose to show unapproved transactions on balance sheet and transaction balance custom financial reports. This feature gives users the flexibility to run reports that show unapproved transactions which can potentially affect ending totals in the near future. Click here to learn more about 

 

 

Branded R365 system emails - Before this update, users received system emails that were not branded and were often confused with spam. In the current release, AP workflow emails will be branded and have clearer messaging. Other system emails, such as those generated by Custom Financial Report, will be rebranded in future releases.   

 



R365 Scheduling


Forecasted sales from previous days - Before this update, the scheduler would show forecasted sales for future dates but not for previous dates. This update allows users to see forecasted sales from previous dates via a dialog box that appears when users hover over the actual sales for previous dates. Click here to learn more about this new Schedule Tool Tip.

 

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June 16, 2020


R365 Accounting


Docs to Process List View - Users can reduce the time it takes to process AP invoices with the new Docs to Process list view. Users can select a priority level for each document, assign documents to other team members, and add or resolve issues with each document. By toggling to the list view, users can sort and filter documents by priority level, assignee, or issue. Users can also bulk edit/delete/archive documents by checking multiple documents and clicking the “edit selected” button.  Click here to learn about the Documents to Process list view.

 

 

 

Upload Docs to Process using an R365 email address - Before this update, users had to manually create their own email address and manually link that address to the Docs to Process solution in order to upload documents via email. Restaurant365 is now providing a unique email address for each account. Users can now send documents to the provided email address and those documents will be automatically loaded to the Docs to Process queue. To prevent unwanted emails sends to the R365-provided email addresses, users will need to whitelist senders’ email addresses. Users can also indicate a desired location in the subject line of the email and in the file name of an attached document which will automatically assign the documents to a desired location. Click here to learn more about this feature.

 

 

 

Custom Financial Reports: Search bar to add reports to report packages - Users can save time when searching for a report that needs to be added to a report package. The search bar enables quick filtering by name rather than manually looking through a long list of reports. Click here to learn more about Report Packages.

 

 

Custom Financial Reports: Limits on GL detail for report packages - To prevent system lag, users are allowed to include GL details in report packages for a maximum of 100 days. If a user chooses to include GL detail and selects a “from” date that is more than 100 days before the “to” date, they will not be able to run the report package and will be presented with a tool tip that explains the limit and an alternative method for including GL details over 100 days. Click here to learn more about Report Packages.

 

 

Custom Financial Reports: Save Changes to Default Reports - When a Template is created, it will always have a corresponding Default Report for that Template. Previously, users could not save changes to Default Reports and could only create a new Report. With this update, users will now see the Save options on ALL Default Reports to save Settings, Filters, Org Unit selections, etc. on the Default Reports instead of needing to create a 2nd Report to save those settings.







June 4, 2020


R365 Accounting


Financial Report Writer - Report Packages: Report Packages allow for a combination of Reports and PDF documents to then be sent via email to designated recipients or downloaded to Excel. When adding reports to a new Report Package, Custom Financial Reports can easily be added via a Report Selection pane. Report Packages allow for unique User Views to be set and saved based on the desired Org Unit selections so that they can easily be shared across instances. Finally, GL Account Details can also be included in any Report Package by checking the 'Include GL Detail' checkbox when running the report. Click here for more details on Report Packages.



Client Record: Client records are included in Channel Partner instances to allow Client information to be stored in each necessary instance. Once set, Clients can be assigned to each Location and then used as a variable in a Custom Financial Report Template Header and/or Column Header. Click here for more information on the Client Record.



Mark as Paid Toggle - AP Invoice: The 'Mark as Paid' toggle can be turned on both before and after an AP Invoice is approved, as long as there is still an amount remaining on the invoice.


Open Transactions Tab - Vendor Record: The 'Open Transactions' tab of the Vendor Record includes notices that mark when an invoice is 'Past Due' or 'Due Soon' depending on if it is past due or within 10 days of the due date.



Profitability Report - The Profitability Report combines your monthly Costs with your Sales to show your Profit. This report also displays current weekly averages against your Profitability Targets to show your current numbers and the amount needed to reach profitability by the end of the month. Click here to learn more about the Profitability Report.



R365 Operations


New Dashboard with Delivery Widgets: Users now have access to widgets that allow profitability by Order Mode and Delivery Service (Uber Eats; Door Dash; Grub Hub; etc).  Users can also drill into these widgets to see Top 5/Bottom 5 Items sold and their related profitability.  A new integrated Mapping Tool also allows for quick mapping of POS imported Service Types into distinct Order Modes for use on the Dashboard.  Click here for more information on the Ops Dashboard.




New Product Mix - Year Over Year Report - A new report that shows current year versus prior year (same operational day) PMIX quantities and price and the resulting % up or down.  Menu Item Categories are totaled as well so that users can easily tell which categories are up or down as a whole versus last year.  Date Range and Multiple Locations are supported. Click here for more information on the Product Mix - Year Over Year Report.



Import Historical PMIX - The Import Tool now has the option to import historical Product Mix information into R365 for use on the new Product Mix - Year Over Year Report.  Click here to learn more about how to Import Historical Product Mix.







May 18, 2020


R365 Accounting


Financial Report Writer: More Fonts and Expanded PDF Options - Users will now be able to further customize how their custom financial reports export to PDF. New options include paper size, page scaling, margin and footer options, center page, and page order. Additionally, users can now change the font. In addition to the standard Calibri font, users can now choose Arial, Tahoma, Times New Roman, and Verdana. Click here to view these new Report Settings.

 

 

Financial Report Writer: New Org Unit Variable - Before this update, the org unit would always display in the same area within a custom financial report. Now, the org unit is treated as a variable, which means users have the flexibility to place the org unit value in any location they desire as well as omit it completely. Note: For all existing custom financial reports, the static org unit value has been replaced with a variable org unit in the same location to avoid any unwanted changes. 

 

 

New User Role: Budgets - A new secondary role has been added so admins can give managers access to view and edit budgets, even if they don't have access to Accounting.  

 

Vendor and Invoice Prioritization - Users can now better manage their cash flow by assigning a priority level to vendors and invoices. If a priority is set for a vendor, all new invoices from that vendor will default to the chosen priority level. Vendor priority options include high, standard, and low. Users can change the default priority level on individual invoices if needed. A “critical” priority level can be selected for invoices that need immediate attention.  

 

 

New Columns for Vendor and Transaction Lists - New columns have been added to the vendor list and the AP transaction list. Users can now add a “payment term” and “state” column to the vendor list which allows them to see that information without having to open a vendor record. Users can also add “legal entity,” “due date,” “days till due,” and “aging status” columns to the AP transaction list so they can quickly determine which invoices are due and in how many days without having to run an aging report. 

 



Manager Log


Health and Sanitation Task List - To help restaurants prepare for reopening, users now have access to an editable manager log task list with daily activities that promote health and sanitation as they start to allow dine-in customers. The editable template includes activities such as checking employee temperatures and ensuring physical spacing guidelines.

 




R365 Scheduling


Mobile App: Report Messages and Manager Auditing - Employees will now be able to report inappropriate messages sent via the R365 Scheduling mobile app. Managers will be able to audit the reports and take appropriate action. 

 

 






May 6, 2020


R365 Accounting


AP Hold for Invoices - Before this release, users could put AP holds on specific vendors. This new enhancement allows users to place holds at the invoice level, giving restaurants better control over their available cash. Click here to view more information on AP Payment Holds.

 

 

More Data in Bank Accounts List - The Bank Accounts List now has 4 new columns that can be added. GL Balance, Outstanding Deposits, Outstanding Payments, and Legal Entity columns help users better manager their cash flow. 

 

 

New Standard Stat Accounts - “Guest Count” and “Transaction Count” will be standard stat accounts that can be automatically populated from a POS to a custom financial report. Users can use these stat accounts to calculate average check and average sales per guest without having to manually enter values. Click here to learn more about Default Statistical Accounts.

 

Financial Report Writer: New “Report Date” Field - Users can now specify a report date for all custom financial reports. This enhancement gives users the ability to run reports that exclude transactions beyond the specified report date. Click here to learn more about this field.

 



R365 Scheduling


Review Schedule Before Publishing - The R365 Scheduling system will now run a check before publishing a schedule. Users will be presented with any conflicts detected so they can correct any mistakes or publish the schedule being aware of potential conflicts. Click here to learn more about the Publish Check.







April 22, 2020


R365 Accounting


Financial Report Writer Org Unit Search - A new search bar helps users find org units faster by returning results that match the search criteria, including org units that are hidden several clicks inside of parents.

 

 

Free Text and Variables for Financial Report Writer Headers - Report headers are now more flexible with the ability to use free text and variables such as:

 






April 15, 2020


Accounting

  • Enhancement to Report - Banking - Check Register can now be filtered by vendor
  • New Report - Adjusted Cash Balance - Summary and Detail of cash balances adjusted for outstanding items and details of undeposited funds.
  • Fixed - Fixed Assets - Place in Service date cannot be adjusted to an earlier date when a beginning balance of depreciation exists





April 1, 2020


Accounting

  • Enhancement - GL - Control Account - optionally mark an account to disable use in a manual journal entry
  • Enhancement - AP Invoice & Credit Memo - When changing the header location there is an option to not update the location of the detail lines entered.
  • New Report - Working Trial Balance - General Ledger account balance with net change and a separate amount of unapproved transactions
  • New Report - Fiscal Year Setup Errors - Quickly identify gaps and overlapping dates between periods

Operations

  • Enhancement - Copying an Item or Recipe now allows editing of Measure Type
  • Enhancement - Added Vendor Pack Size Description field for Sysco imported invoices on Vendor Item - more vendors coming soon.
  • Fixed - UofM automatically changing when selecting an item as an ingredient on a recipe
  • Fixed - AR Invoices now reference location cost where available
  • Fixed - Memorized POs can now be modified after copying

Scheduling

  • Enhancement - Added ability to turn on/off Smart Labor by Location
  • Enhancement - Added Location Name to Employee Form Punch Detail Grid
  • Enhancement - Schedule now can accommodate fractional hours on hour variance numbers
  • Fixed - Availability tab now functions correctly when importing employee records

Manager Log


Reporting

  • Enhancement - Custom Financial Reports - Combination Reports - a new Report Type that can include P&L and BS Accounts on the same Report
  • Enhancement - Custom Financial Reports - Page Breaks can now be added inside Row Layouts that will be applied when exported to PDF
  • Fixed - Imported Commissary Orders now appear on Consolidated Production Report





March 19th, 2020


Operations

  • Enhancement - Added ability to delete Commissary Orders not in the fulfilled state
  • Enhancement - Purchase Item Import - will use Category GL Assignments if present when uploading items
  • Fixed - Catering Item Units of Measure field is now working as intended
  • Fixed - Number reference added to certain Item selection fields (Ingredients added to recipes for instance)





March 5th, 2020

Accounting

  • Enhancement - Line comments from the DSS will appear in the resulting journal entry
  • Fixed - AR invoice - can be saved with a negative amount remaining
  • Fixed - Bank Reconciliation - totals not automatically updating


Operations

  • Enhancement - Updated Daily Forecasting to more understandable title
  • Enhancement - Import Tool - Importing Categories on Purchased Item Import will auto-fill GL Accounts from those categories
  • Fixed - Users now able to lock Commissary Orders so Restaurant Managers can make no edits
  • Fixed - Waste Log Entries now subtract from theoretical on hand instead of add
  • Fixed - Stock Count Quantities Report - totals now match
  • Fixed - Forecast Dates no longer duplicate in select situations





February 27th, 2020


Operations:

  • Enhancement - New Field - Purchased Items General Tab - Measure Type to set Unit of Measure class (weight, volume, each) to ensure consistent application of units of measure throughout the system.
  • Enhancement - Added Inventory and Cost Accounts to Item Categories 1 - 3 - assigning GL Accounts at the category level will auto fill those accounts for any newly created items using those categories.
  • Experience Update - Purchase Items - Item Category Tab removed - categories and key item flag moved to the Inventory Cost Tab to ensure a smooth workflow with regard to assigning GL Accounts on categories auto-filling in GL Accounts on Purchased Items.
  • Enhancement - Import Tool - Significant Improvements to the Import Tool for Purchased Items; Recipes; Item Locations; and Sales Items - added measure type as a new field for importing coupled with significant performance improvement as well as a more robust exception report
  • Fixed - Ingredients automatically changing to items Inventory UofM when that ingredient is actively selected
  • Fixed - Stock Count Templates - mix of capital and lowercase on import no longer generates an error
  • Fixed - Commissary Portal Customers temp password re-send now working as intended
  • Fixed - Vendor name now carries over from PO to Invoice when converting





February 20, 2020


Accounting

February 6, 2020


Accounting

  • Enhancement - Banking - Credit Card is added as a bank account type on the bank account screen
  • Enhancement - AP - 1099 Amount, warn when the amount is different from the document amount and ask to update
  • Enhancement - GL - Payroll Journal can only be approved when the supported DSS journals are also approved
  • Enhancement - AP - Mark as Paid is available on a memorized template
  • Fixed - AP - During check run non-check documents are not using the correct number
  • Fixed - Bank Recon - Unchecking a transaction excludes it from Bank Activity
  • Fixed - Fiscal Year - Unable to update via import





January 15, 2020


Accounting






January 8, 2020  

 

Accounting

  • Enhancement - Journal Entry Reversal - Now compatible with the Workflow feature.  Adding a reversal will no longer trigger an approval
  • Enhancement - Import - Added the ability to import the reversal date of a journal entry
  • Fixed - Fiscal Year - Slow performance when creating a fiscal year



2019 Releases:


December 26, 2019


Operations

  • Enhancement - Item Transfers now update item costs when received
  • Fixed - Changing location on copied Memorized PO no longer removes items
  • Fixed - Commissary Order Form - locations and commissary locations now appear correctly based on user access
  • Fixed - Stock Counts - Quick Details not moving over to Stock Count Details in select situations

Accounting

  • Enhancement - Fiscal Years - An option to automatically add a 53rd week for 4/4/5 and 13-4 structured years when required to meet IRS guidelines.
  • Fixed - Banking - Clicking "Add" multiple times is creating multiple transactions.
  • Fixed - Fiscal Years - Periods are not immediately updating when making changes.


December 12, 2019


Operations

  • Enhancement - AP - Added Ability to resize Invoice Detail Columns - UofM Column now double width by default
  • Enhancement - Items - Transaction Tab Updates (Sorts Newest to Oldest Transaction; Added Vendor Item Code)
  • Enhancement - Item Costing - Added Transfers In to the Costing Calculations
  • Enhancement - Stock Count List View - Removed Hyperlink to Stock Count Template; Added Hyperlink to Stock Count
  • Fixed - Accubar Imports - Now use Item Location UofMs when importing (was defaulting to Purchased Item UofM)
  • Fixed - POs - Add All Vendor Items now adds all Vendor Items instead of the lowest number vendor code only

Accounting

  • NEW Advanced CloseThe ability to open and close specific financial periods and modules
  • Enhancement - AP - Vendor Search includes vendor address on AP Invoice Form
  • Enhancement - AP - Vendor Address is displayed at the top of the Invoice and Credit Memo window
  • Enhancement - AP - GL Date is added to the Credit Memo and the screen layout now matches the AP Invoice
  • Enhancement - AP - Vendor Payment hold status is available in the vendor list view
  • Enhancement - Transaction Details - now includes Document Date, Location Number, Account Number.  Date is renamed GL Date
  • Enhancement - My Workflows - now includes All Workflows tab, a single view of all active Workflows
  • Fixed - AP - Vendor Payment Terms updating to default unexpectedly when clicking elsewhere within the Invoice screen
  • Fixed - AP - Unable to modify a comment on an approved invoice.

Reports

  • Enhancement - GL Detail Report with Legal Entity - Increased performance


December 5th, 2019


Operations

  • Enhancement -  Added Missing Paid Out Types to the To Do Checklist
  • Enhancement - Added ability to email out to multiple email addresses per vendor on Purchase Orders
  • Enhancement - Added "Received From Commissary" flag to Item Location Import
  • Enhancement - Prevent use of a Stock Count Template more than once in any given location on the same date
  • Enhancement - AP Transaction List View - Can now filter on the Missing Items column
  • Fixed - Stock Count sorting issue when assuming items at 0 quantity


Accounting

  • Enhancement - Prohibit Approve - secondary role designed to remove the ability to approve AP, AR and JE transactions from select users
  • Enhancement - Workflow Admin - secondary role designed to enable the ability to configure and make changes to the Workflow Setup page for non-All Access or User Setup users
  • Fixed - Banking - WFB Posi Pay is using vendor name instead of the check name
  • Fixed - Fixed Assets - Non-Intercompany asset location transfer creates an intercompany type of journal entry

Reports

  • Fixed - Check Register does not include transactions with the status of "Voiding"


November 7th, 2019


Platform

  • Enhancement - All Locations option added to the User Form

Accounting

  • Enhancement - Prohibit Delete - secondary role designed to remove the ability to delete AP documents and transactions from select users
  • Fixed - FA adding from potential asset screen is not updating the cost basis for depreciation
  • Fixed - BA reconciled deposits reverting to undeposited funds when activity is undone

Operations

  • NEW - Multiple Commissaries - Commissary Location can now be changed on the Commissary Order Form to order different products from different Commissaries.
  • Enhancement - AP Transactions List - Added column: Missing Items that displays a Yes when that invoice has missing items associated with it
  • Fixed - Export Count Sheet from Stock Counts now shows items added into the Stock Count screen

Scheduling

  • Enhancement - Publishing shifts or a schedule as a Restaurant Manager user now requires an additional secondary security role, 'Schedule Approval'. All Restaurant Manager users existing at time of release have been granted this role.

Reports

  • Update - AP Check Register - Added dates for matched and reconciled.  Separated voided transactions from non-voided.
  • Update - FA Asset Value Report - Added the current period depreciation amount
  • Fixed - AP Accrual Report is not displaying all detail lines on an invoice
  • Fixed - Order Guide Report prints items in same order as the Purchase Order screen
  • Fixed - Receiving by Purchased Item Report now shows Transfers Out


October 31, 2019

Accounting

  • Fixed - AP 1099 amount does not update when the document amount is updated
  • Fixed - Bank Activity could show duplicates
  • Fixed - AP - GL Date warning showing incorrectly
  • Fixed - AR - Not able to invoice house accounts when the period is open


October 24, 2019

    Operations

  • NEW - Commissary Order Import - Added Commissary Orders to the Import Utility to import multiple Commissary Orders with details simultaneously.
  • Enhancement - disabled ability to add an ingredient to a recipe with a 0% yield - tool tip added explaining this restriction
  • Enhancement - Location Record- Commissary Location Drop Down now filters to Location Type of Commissary
  • Fixed - Sending a PO via Shopping List now removes all 0 quantities before creating the final Purchase Order

Accounting

  • Enhancement - Workflow - Added ability to search by Vendor and by Location when creating Workflows on the Workflow Setup page.

October 16th,  2019

Accounting

  • Fixed - AP - Spread transactions are duplicating unexpectedly
  • Fixed - Bank Transfer dropdowns are inconsistent in operation
  • Fixed - AP - Grid shows incorrect due date


October 2nd, 2019


Accounting

Operations

  • Fixed - Shopping List now maintains Alphabetical Sort when saving rather than reverting back to Manual

Reports

  • NEWAccounts Payable Accrual - Payables transactions with dates of service are listed for review and possible accrual.  Calculations are provided with amounts before and after the GL date of the transaction.
  • Enhancement - Menu Item Analysis Report now reports Item Location-specific costing for recipes


September 25th,2019


Operations

  • Enhancement - Stock Counts - Items can now be in the same Storage Location more than once
  • Enhancement - Refresh Cost button will reference Item Location cost when invoices are outside of 12 months old.
  • Enhancement - Commissary - Added Comments to the printed versions of Packing Slip and Fulfillment Report
  • Enhancement - Added warning if two users are logged into the same count at the same time on the web and one saves - there is a choice to overwrite data or cancel - this also prevents an item duplication issue that was happening in rare instances.
  • Fixed - Removed ability to add Recipes to Purchase Orders
  • Fixed - Commissary - Mass Fulfillment screen "Un-Fulfill" now working as intended

Reports

  • Enhancement - Flash Report has been broken out into 2 different Reports: Flash Report and Flash Report - Advanced.  This improves performance and print-ability of both reports.
  • Fixed - Item Price Change Analysis Report - cost numbers now accurately reflected in all columns
  • Fixed - Item Transfer Details Report now works when run for more than one location



September 12th, 2019


Scheduling:

  • Clicking an employee's name or profile picture on the Schedule will open that employee's record. Clicking anywhere else on the employee's cell will continue to expand the row if the employee is assigned multiple shifts.
  • When the Schedule is set to Job view, the Jobs will now be ordered alphabetically for ease in locating a specific Job.
  • Schedules can now be deleted from the menu accessible via the gear icon. Select if only the shifts currently visible with the filters should be deleted, or if the entire schedule should be deleted instead.


September 5th, 2019

Accounting:

  • Enhancement - User Preferences now includes options of how a location is used on a new Journal Entry.
  • Enhancement - Detail and Distribution tabs will display the location number - name.
  • Enhancement - Report - Vendor Statement Reconciliation
  • Enhancement - Report - Vendor Analysis

August 28th, 2019


Operations:

  • Administration
    • Locations now have Location Type(Required Field) – Accounting Entity; Restaurant; Commissary
      • Item Locations will only be created for Non-Accounting Entity Location Types
        • Via Imports (Purchased Item and Item Location)
        • Via Toggle on Purchased Items
        • Via Setup of Item Location Manually (no option to choose Accounting Entities)
        • Location Types can be imported via the Location Import
    • Accuracy Improvements for Usage Per $1000 and Theoretical On Hand fields
    • Recipe Costing by Location Now Available
      • Item Locations must be turned on for this feature
      • Added Multi-Select Drop Down List on the Ingredient Tab of Recipes to compare costs across multiple locations
  • Prep (New Feature)
    • Prep logs can be created and approved
      • Items must be marked “Prepped” to utilize this feature
      • Prep Logs can be printed from the log screen
      • Ingredient Pull Lists can be printed from the log screen
      • Suggested Prep available based on Usage per $1000
      • Ingredients Tab displays all ingredients needed to create Prep Log
      • Prep Transactions can be found under the Inventory Transactions List View
    • Stations can now be created
      • Use stations to organize prep logs
    • Memorized Prep Logs
      • Templates can be turned into Prep Logs to speed up the Log creation process
      • Stored in the new Memorized Prep Logs List View
    • Report
      • Prep History
        • Run this report to see Prep History by item; location; or item category, over a date range.
  • Purchase Orders Updates
    • Added ability to Mark as Submitted without emailing an order
    • Added ability to Un-Submit a Purchase Order
    • Added Order Guide Report with key metrics to the Memorized Purchase Order
    • Suggestions based on Usage Per $1000 and Theoretical On Hand now Accurate
    • Various updates to the Purchase Order Report formatting


August 21st, 2019

Operations

  • Fixed - Ship/Set Qty Fulfilled now works as intended

Scheduling

  • When right-clicking on the Schedule to add a shift, the application now pre-fills as many values as possible (such as the Employee, Job, Date, etc.) from the row that was right-clicked.
  • When creating a new schedule from a prior week, the application now allows future weeks to be selected as long as they are prior to the week being scheduled.
  • When viewing the Manager Queue, the tab for each request type will display the number of open requests within that tab.
  • Additional small miscellaneous improvements to increase efficiency when adding and editing shifts.

Mobile (Restaurant365 "Red" App)

  • Employees will now receive push notifications when Schedules and Announcements are published.
  • All push notifications can now be tapped to navigate the employee to the source of the notification.
  • Location and Department Managers will now receive a text and/or email when their employees submit requests.
  • Employees can now view any Catering Site information present on shifts.
  • Employees can view their Time Punches from the Profile page.


August 14, 2019

Accounting:

  • Fixed - FA, Depreciation screen does not have all assets listed
  • Fixed - GL, Weekly Memorized Transactions are not Repeating
  • Fixed - GL, Memorized transactions do have the correct number of times to repeat when over 1,000
  • Fixed - AP, Saved check runs will use saved check numbers when more than one saved check run exists
  • Fixed - BR, Able to adjust the reconciled amount on bank expense and deposit
  • Fixed - GL, Spreads dated in the past do not generate until subsequent spread is created
  • Fixed - GL, Creating budget from prior year actual is not using the selected year


Operations:

  • Fixed - Item Location UofM no longer resets when clicking on the page
  • Fixed - Item updates no longer impact Distribution on Non-GL Posting Stock Counts

Reports:

  • Enhancement - Updates to Contract Violations Report
    • Added ability to roll up summary by Vendor
    • Added hyperlinks to items/vendor items
    • Added UofM Column
    • Added Total $ Violation Column for each occurrence
    • Split UofMs now function as intended
  • Fixed - Advanced Flash now shows Guest Counts for all day parts


August 7th, 2019

Accounting:

  • Fixed - AP, When opening the AP invoice screen the cursor is not active in the first field of location.
  • Fixed - Banking, able to use a disabled bank account in a "Mark as Paid" transaction"
  • Fixed - FA, Depreciation amounts are incorrect when recalculating when undo records are present

Operations:

  • Fixed - Refresh Cost button on Stock Counts will update from Purchased Item if location has no item location

Reports:

  • Enhancement - The 'Labor Actual vs Scheduled - Details' report now includes Prior Year Sales to allow year-over-year comparisons.
  • Enhancement - Add Vendor Item Number Filter and corresponding Column to Received by Purchased Item Report
  • Fixed - Not a Menu flag on Menu Item Links now filters those items off of Product Mix Report


July 31st, 2019

Accounting:

  • Enhancement - Fixed Assets, Prevent creating or updating a fiscal year when a legal entity has assets assigned to it.
  • Enhancement - AP, Add a user preference regarding the display of a location when entering an AP Invoice transaction.
  • Enhancement - Added the legal entity and account type fields to the import template and Setup Assistant.
  • Fixed - When importing AP Invoice the "import as approved" option is not working.

System Administration:

  • New Feature - Configurable Password Policy- Set up password requirements for users by User Role to implement the level of security that is right for your users.
    • The Password Policy by User Role allows you to set stricter password requirements for higher level users or however is best for your business.

Operations:

  • Fixed - Ship/Set Qty Fulfilled on Commissary Orders now fills in the Fulfilled Qty field
  • Fixed - Recipe Costing flows correctly now

Reports:

  • Enhancement - When run for one store, Menu Item Analysis Report is more compact
  • Fixed - OT is now present on Total Burden Calculation on Flash Report



July 17th, 2019


Accounting:

  • Enhancement - AP, Added dates of service to the AP Invoice screen to assist with identifying accruals
  • Enhancement - AP, AP Invoice Screen layout update with automatic updating of the GL post date to an open period
  • Enhancement - AP, Added a unique company name for 1099 reporting.  Also added to the Setup Assistant and Import.
  • Enhancement - AP, A vendor can now be placed on a Payment Hold.  Payments cannot be processed for a vendor on a Payment Hold
  • Fixed - Fixed Assets, Depreciation amount is not correct after a partial retirement
  • Fixed - Fixed Assets, Retirement journal entry is recording a gain/loss when a beginning balance of depreciation is on the asset record
  • Fixed - AP, Check memo added during check run does not appear on the check
  • Fixed - AP, discount taken on an invoice is not being deducted from the open invoice amount


Operations:

  • Fixed - Mobile App (Classic) - Vendors unavailable to managers now hidden
  • Fixed - Stock Counts - Items in multiple locations will now report the correct flag on the item review tab

Reports:

  • Enhancement - AvT Report - Added Ending Count Cost option - this will use the cost for every item as of the "To" count date specified on the report
  • Enhancement - Menu Item Analysis Report - Added a "No Category" option so that report can be run for Menu Items that aren't included in a Menu Category
  • Fixed - AvT Report - Removed Waste $ from Actual Usage % calculation
  • Fixed - AvT Report -  Yield % from Ingredients on Recipes now calculates correctly



July 10th, 2019


Operations:

  • Enhancement - Stock Count List View will show name of Stock Count Template, even if that template was deleted
  • Fixed - Beginning Balance Stock Count will now close when using Save and Close or Approve and Close
  • Fixed - Line Items can now be added to Invoices that were converted from POs without first saving

Reports:

  • New Report - Operations Scorecard Report - Side by Side weekly summaries on key metrics for multiple locations
  • New Feature - Advanced Flash Report - Flash Report has an Advanced option to show even more data for each store - learn more here
  • Fixed - Subtotals now appear on Menu Item Analysis Report


June 27th, 2019


Accounting:


June 20th, 2019


Accounting:

  • Fixed - AP Aging - Payments and Credit Memos applied to multiple invoices are reported incorrectly
  • Fixed - AP Aging - Sum by location not working


June 5th, 2019


Accounting:

  • Fixed - ACH/ADD using next check number
  • Fixed - AP transactions cannot use CSV file format
  • Fixed - Distribution on AR payment is updating when un-applying from invoice
  • Fixed - Importing transactions bypasses workflow setup
  • Fixed - Bank Activity matching is looking at at credits to undeposited funds
  • Fixed - Able to create ACH payments without a number



May 9th, 2019


Accounting:

  • Fixed - Able to set Payment Type on AR Payments


Operations:

  • Fixed - Mass Fulfillment in Commissary will now update costs
  • Fixed - Ingredient costing is now accurate when yield and portion uofms are not the same


Scheduling V2:

  • Enhancement - Shifts/Claim Trade now have Responsibility/Rating validations on approve action
  • Fixed - Removed empty departments from the scheduler drop down list
  • Fixed - SPLH goals on departments can now exceed 100

 

Reports:

  • Enhancement- Actual vs Theoretical Report
    • Updated Transaction Cost option
    • Sorting on any column independent of categories
    • Improved Performance
  • Fixed - Labor Actual vs Scheduled Detail - hours and $ values are now accurate
  • Fixed - AP Aging Issues
  • Fixed - Academy Management List


May 3rd, 2019

 

Reports:

  • Enhancement- Menu Item Analysis Report Updates
    • Added option for Weighted Average Column
    • Added location roll-up into totals
    • Can now sort on all columns
  • Enhancement - Item Price Change Analysis Report now drills into Receiving by Purchase Item report
  • Enhancement - Purchased and Recipe Items can be copied
  • Enhancement - Actual vs Theoretical Report will show Commissary/Catering/AR Sales
  • Fixed - Actual vs Theoretical Report Quantity Calculations are now accurate
  • Fixed - Item Price Change Analysis Report costing is accurate


March 28th, 2019


Accounting:

  • New Feature - Enhanced AP Invoice Entry
    • Faster Invoice Entry 
      • Quickly populate an invoice by starting with a memorized template
      • Documents to Process now automatically refreshes after processing a Document
    • Confidently Delegate Invoice Entry
      • Set entry instructions per vendor that are viewable when entering invoices for that vendor
      • Managers able to review documents marked as duplicates before they are removed
  • Enhancement - You can now print checks using Location info in addition to Legal Entity


Operations:

  • Enhancement - You can now add a comment to Commissary Orders as you would on a Purchase Order
  • Fixed - Deactivated POS Employees no longer get imported to R365 on initial POS pull
  • Fixed - Commissary Orders are now showing the correct fulfillment cost


Other:

  • Fixed - User email addresses now accept underscores wherever they may be in front of the @ symbol

Accounting

  • Fixed - Cannot delete a Bank Direct Connect link to R365 bank account.
  • Fixed - Cannot assign a default bank to a Legal Entity.
  • Fixed - Able to approve Beginning Balance AP trx in a historical period while in list view.
  • Fixed - Checks not marked as printing in AP Transactions list.
  • Fixed - Posting Date column not displaying in AP Transactions list.


March 13, 2019


Accounting

  • Fixed - A manual beginning balance journal entry displays the correct label of beginning balance.
  • Fixed - AP aging report displays unapplied intercompany transactions to the correct legal entity.
  • Fixed - Removed additional quotes from Positive Pay (Default 1) export file.


March 6, 2019


What’s included in this release:


Accounting

  • New Feature - Workflows
    • Multi-level, user-defined approval process for AP Invoices and Journal Entries to go through 1-10 levels of Approvers before posting to the General Ledger.


Workflows Feature Highlights

  • 2 New Pages!
    • Workflows Setup Page:
      • AP Invoice Workflows are set up based on the Location, Location Reporting Category, Vendor and Amount.
      • Journal Entry Workflows are set up based on the Created By User and Amount
      • Workflows can be set up through an import or directly through the web-page
    • My Workflows Page:
      • A tab where Approvers can view/approve transactions currently pending their approval
      • A tab where Approvers can view/approve transactions currently pending approval of a user before them in a Workflow
  • Updates to the AP Invoice and Journal Entry Pages:
    • Workflows History Tab - Tracks and displays workflow approval or denial actions with the user, date and reason (if applicable)
    • Workflows Status - Options are: Approved, Pending Approval, Researching, and Work Needed
    • Approvers can add notes, tasks, or send emails or texts to communicate about workflow transactions
    • Alert me when approved - Users can choose to be alerted with an email when a transaction has reached final approval
  • Daily email sent to approvers regarding their transactions

Visit our Support Center to learn more about all the features included in the Workflows feature


January 25, 2019


What’s included in this release:


Accounting

  • Enhancement - Additional Location numbers can now be added for each Location on a Vendor record. This is for Vendors that define unique identifiers for locations.
  • Enhancement - The check run screen has an additional filter utilizing the reporting category(s) assigned at the location level. 


Operations

  • New Feature - Purchase Orders can be created for multiple vendors using a single list of items

Feature Highlights

  • Added Shopping List form to organize items into a “Shelf to Sheet” list
  • Ability to select items from multiple vendors for order creation in a single screen
  • Added Shopping List functionality to the Purchasing Assistant


January 9, 2019


What’s included in this release:


Accounting


New Feature - Bank Direct Connect - Allows users to connect their Bank Accounts with R365 in order to directly download Bank Account activity.

  • Saves Time  Access and Retrieve bank information from within R365.  No need for a manual file import. 

  • Increases Accuracy  No bank exports, scrubbing of files and importing needed, minimizing the opportunity for error. 

  • More Secure – Encrypted connection and no need to share passwords.

Feature Highlights

  • Support for thousands of local and national banks.
  • Set it once and forget it.
  • No need to leave R365 to get banking information.

2018 Past Releases:



December 19th, 2018 Release


Accounting


New Module - Fixed Asset Accounting

  • One System of Record – No more Excel files or dedicated fixed asset software. Restaurant365 calculates the deprecation and records it for financial reporting.
  • Quick to Implement – Import multiple assets using an Excel file from your legacy system into Restaurant365. Review the data and then mark them as active to pass the depreciation process to Restaurant365.
  • Easy to Update – Transfer assets between locations and update them based upon changes provided by auditors or other sources. A new depreciation schedule is created and adjustment entries will be made.
  • 360 Degree View – Link expenses and track service activity to proactively identify troubled assets.


Feature Highlights

  • Supports Straight Line Depreciation with four in-service conventions.
  • Construction in Progress function to accumulate costs prior to placing an asset into service.
  • Create assets from a potential asset list based upon transactions posted to a specific GL account.
  • Access to a full depreciation schedule of both posted and unposted entries.
  • Easily move/transfer assets between locations that include intercompany journal entries.
  • Retire, Split, Delete and Duplicate assets for faster processing.
  • Quickly enter assets with less errors using asset classes.
  • Maintain assets by adding service tasks, notes and next service date to an asset.
  • An Audit Trail accumulates changes to the asset record for quick reference.


Visit our Support Center to learn more about all the features included in the Fixed Assets Module


Please contact your Sales Rep or CSM to have the feature activated and get you onboarded.


December 12th, 2018 Release


Accounting

  • New Feature - AP Invoice Posting Date
    • AP Invoices now support an Invoice Date and a Posting Date. This can be used when you are entering an invoice with a date where the period has already closed.
  • Enhancement - AP Aging Report now allows you to include unapproved transactions


Operations

  • Enhancement - You can now see and navigate to all items associated to a UofM directly from the new "Items On" tab on UofM's.
  • Enhancement - Item Category Imports now allow all 3 levels of categories to be imported - Item Categories 1, 2 and 3.
  • Enhancement - Menu Item Category Imports now allow all 3 levels of categories to be imported - Item Categories 1, 2 and 3. 
  • Fixed - Manager Log Task Lists now show for their specified locations


December 5th, 2018 Release


Accounting

  • Fixed - Credit Memos will now only show up on the correct Legal Entity’s Check Run
  • Fixed - Default Expense Accounts on the Mass Invoice Entry screen now appear correctly.
  • Fixed - AR now import with Tax Amount recognized.
  • Fixed - Vendors who default to payment type “check” will no longer be set to “mark as paid” by default.
  • Fixed - Hover-Over Tool Tip for number of memorized templates that can be copied is now correct.
  • Fixed - Company data fills in correctly when Copying a Memorized Template in AP Invoices.


Operations

  • Fixed - Clicking on a Unit of Measure on an AP Invoice will no longer automatically update the price.
  • Fixed - AvT To Count Report Parameter now shows all Stock Counts, including those with broken links to Stock Count Templates.



November 13th, 2018 Release


Accounting:

  • New Feature - Enhanced AP Invoice Entry
    • Faster Invoice Entry 
      • Quickly populate an invoice by starting with a memorized template
      • Documents to Process now automatically refreshes after processing a Document
    • Confidently Delegate Invoice Entry
      • Set entry instructions per vendor that are viewable when entering invoices for that vendor
      • Managers able to review documents marked as duplicates before they are removed
  • Enhancement - You can now print checks using Location info in addition to Legal Entity


Operations:

  • Enhancement - You can now add a comment to Commissary Orders as you would on a Purchase Order
  • Fixed - Deactivated POS Employees no longer get imported to R365 on initial POS pull
  • Fixed - Commissary Orders are now showing the correct fulfillment cost


Other:

  • Fixed - User email addresses now accept underscores wherever they may be in front of the @ symbol



September 4th, 2018 Release


Accounting

  • New Feature - Auto-pay Invoices - Automatically pay and apply Vendor invoices when approved - learn how to set this up now!
  • New Feature - GL Account Location Security - Set which locations can post to which GL Account
  • Fixed - Brought back the "Is before or equal to" filter on Transaction Details


Operations

  • Enhancement - Payroll ID has been added to the Labor Details List View
  • Fixed - Stock Counts no longer show "N/A" as an approval status unless it relates to a template
  • Fixed - Brought back mass approving directly on the Stock Count grid for all roles with access to do so
  • Fixed - Restaurant Managers can now only perform an Item Transfer from locations they have access to


Catering

  • Fixed - Catering settings no longer round up and do keep 3 decimals places


Plus, we've fine tuned other areas and rolled out minor bug fixes throughout.



In case you missed it


Also, in cased you missed it, we've been hard at work improving Restaurant365 all year long.  Check out some of the highlights below:


Purchase Orders

  • Submitting Purchase Orders - Purchase Orders can be created and sent to Vendor via Email
  • Memorized Purchase Orders – Purchase Orders can be set on a scheduled or non-scheduled template for ease of ordering
  • Purchasing Assistant - Guides the user through all orders due today
  • Invoicing POs - Purchase Orders can be “Invoiced” or matched to imported invoices for reconciliation purposes
  • Suggested Ordering - Suggested quantities are generated based on a Usage Per $1000 in Sales model
  • Item Location Record Update - Item Location Record now contains Usage Per $1000 and Theoretical On Hand data
  • Click here for Purchase Order training


Scheduling

  • Suggested hours to schedule can now be set on the Location form based on a Sales Per Labor Hour Goal 
  • Suggested hours displayed on the Scheduling page with a comparison and variance between suggested and actual hours
  • Weekly Totals added to the Sales & Labor Forecast section
  • Partial Unavailability now showing on the schedule calendar day view


Banking

  • Undo Upload - Allows users to undo a previous upload into bank activity in case you uploaded to the wrong account or want to undo for any reason
  • Delete selected option added to bank activity to permanently delete selected activity
  • New criteria for how long excluded activity remains in the excluded tab:
    • Excluded Bank Activity will show on the Matched/Excluded tab until a bank rec is approved with a statement end date greater than or equal to the date of the activity
  • Vendor dropdown has been added as an optional field to the Bank Expense/Withdrawal page
  • Sorting added to the Include/Unmatch column on the Matched/Excluded tab of the Bank Activity page


AP

  • Auto-pay Invoices - Vendors can be set to have their invoices automatically paid and applied when approved
  • USFoods Integration Improvement - USFoods invoices will now import including Freight, Fuel Surcharge, Discounts, and other additional details
  • New session settings on the Mass Invoice Entry to personalize various entry preferences
  • Check Run screen keeps filter values after checks are created
  • AP Invoice Form - Widened the Item dropdown box
  • Positive Pay Export option added when paying bill through AP Invoice
  • Import - The following fields are now available for Vendors in the import tool: Vendor Groups, Default Check Memo, Available To Managers and Payment Method


AR

  • AR Invoice now has a separate line for Address 1 and Address 2
  • User Defined Customer Groups added to the Customer Record
    • AR Aging - Can now be ran by Customer Group
    • Customer Statement - Can now be ran by Customer Group


Franchising

  • Mass Delete option added to the Franchisee Daily Sales Grid
  • Save option added to Franchising Fee Form to allow edits
  • Upload File option added to Franchisee Form


Inventory

  • Qty and U of M columns have been added to the Recipes On tab of Items
  • Mass Delete added on the Item Location Grid
  • Mass Delete added on the Vendor Items Grid
  • Approval Status added to the Item Form Transactions Tab


Manager Log - Document Library

  • Documents now sorted by file name in alphabetical order
  • Search box added to search Documents by file name
  • Minor formatting changes


General

  • GL Account Location Security - Setting to determine which locations can post to the GL Account
  • Option added to set Legal Entity closed dates in bulk (close all or multiple Legal Entities at the same time)
  • Manager Log Visible to All Employees setting added to Preferences to hide/show manager log to Employee users
  • New help options added, linking to the new customer support center
  • Catering Events now support Tax and Charge for 3 decimal places
  • Payment Terms column added to the AP and AR Transaction grids
  • Inactive users are now hidden on the User Role form when assigning User Roles
  • Open Attachment Viewer added to AP Credit Memo, Journal Entry, DSS, Bank Expense and AR Invoice
  • New Columns added to Grids:
    • AP Transactions: Payment Terms, Vendor Group
    • All Transactions: Attachment 
    • Journal Entries: Attachment
    • Daily Sales Summary: Attachment
    • Vendors: Entry, Payment Method
    • AR Transactions: Payment Terms
    • Items: Count UofM 2, Count UofM 3


User Roles

  • Approve Journal Entry - secondary role to approve Journal Entries
  • Approve AR Payment - secondary role to approve AR Payments, meaning these users can then also apply AR Payments to approved AR Invoices
  • Pay Check Run - secondary role that gives users (Accounting Clerks) access to the Create Checks option on the Check Run Form
  • ACH Payments - secondary role designed for Accounting Managers to give them Hide Print Checks but also this role to let them Process ACH Payments
  • AP Data Entry - allows users to use AP Docs to Process and view and enter invoices and credit memos
  • Separate Unapprove user roles for different system areas: All, AP, AR, Banking, DSS, Inventory, and JE


DSS

  • Users with the Hide DSS Journal Entry Tab user role can now have access to the Steps Complete button from the Labor tab
  • Mass DSS - Select/Deselect all option added
  • Attachment column added to the DSS Grid


Existing Reports

  • Profit and Loss Custom Date - Report Types of Date Range by Period, Quarter and Year. Enter a date range containing multiple Periods and the report will separate the range with a column per Period (same for Quarter or Year) 
  • Balance Sheet - Can now be ran by Location, including a Location Side by Side report type
  • Trial Balance - Can now be ran by Location
  • Flash Report - Option added to include additional burdened labor information
  • GL Account Detail Report:
    • Sort functionality added to all columns and parameter setting to see the full comments, location names and transaction numbers
    • Balance Parameter added to see Credits as a Negative or Positive
  • AR Aging:
    • Advanced grouping option added for more extensive day groupings
    • Can now also be ran by Customer Group(s)
  • Customer Statement Report:
    • Invoice Date added to the detail line
    • Can now also be ran by Customer Group(s)
  • Paid Invoice Distribution - Invoice numbers on the report are now links to the invoice
  • Reconciliation Report - Now includes GL Account Number based on Account Lookup Preference
  • AP Invoice Distribution - Quick Parameters added on the My Reports page
  • Sales & Labor Budget Comparison Chart - Forecasted Sales comparison option added
  • Transaction Detail Export - Date Range sub-header adjusted to accurately reflect dates being included when ran for multiple years
  • All Reports - Inactive Legal Entities are now available for selection on reports and are designated with "(Inactive)" at the end of their name


New Reports

  • Minimum Wage Adjustment (and Raw Data version) - Analyze hourly rate with tips to meet minimum wage
  • Labor Actual vs Schedule - Detail - Compares Actual vs Scheduled Labor grouped by Location, Job, Employee and down to the specific time punches
  • Location Sales & Reg Labor - Similar to the existing Flash Report, includes new section for weekly labor section
  • Sales & Labor Breakout - Contains Sales and Labor information broken out by Location
  • Sales & Labor Productivity - Contains Sales, Labor and other key stat information
  • Extended Daily Sales Report - Based on the Daily Sales Report but simplified columns for larger comparison (QTD and YTD)


Integrations

  • Payroll Integrations:
    • Added TD Bank as an option and created associated Positive Pay Exports
  • New Payroll Exports (Found on the My Reports - Labor section):
    • Nexchex
    • Vibe/Mosaic
  • New Vendor Integrations (The following Vendor file formats can now be imported into R365):
    • Cintas
    • ComData
    • Maines Paper & Food Services
  • New POS Integrations:
    • Schedule Writeback to Revel from R365
    • VersiTouch 
    • Infor POS 
    • AutoRetailSystems
    • Woo Commerce
    • ITWercs
    • Eatsa POS
    • Dolce 
    • NCC
    • MobileBytes
    • NorthStar
    • Micros mapping fixes for versions 5.2, 5.4 and 5.5
    • Labor (to R365) Integrations
    • 7 Shift Labor Integration
    • EZ Dine
    • OrderCounter
    • Documentor
  • Existing POS Integrations:
    • Started new functionality of updates to employee email and activity status in the POS to flow to R365 as well (Individual development for each POS and not supported by all POS systems)
      • Employee email address updates in the POS now automatically update R365 employee email address for:
        • Toast
        • Revel
      • Employee activity status (Active or Inactive) updates in the POS now automaticall update R365 employee activity status for:
        • Aloha
        • Revel
        • Toast
        • Squirrel
        • Speedlink
        • SoftTouch
        • POSITouch
        • MobileBytes
  • Additional Integration Updates:
    • PlateIQ Clickable Image added as an optional column to import template
    • Fintech File EDI Issue - Properly Handle Negative Total Amounts
    • Ben E. Keith Integration - Catch Weight Indicator
    • XtraChef imports now handle Split Case indicator (bug fix)
    • Cintas Vendor Invoice update to read proper column for Invoice number
    • Harri labor files now accepted into R365 Labor Accrual
    • Added secondary location to standard Line Item import template
      • R365 Multi Transaction by Account Import Template
      • R365 Line Item Template w/ Addition