View new and updated documentation updates for a quick look into recent changes in R365!
Type | Release Date | Title | Description |
| Update | 02/16/2022 | Schedule: Schedule Writeback | This feature is available for those who use Aloha as their POS System. Please note that this is an add-on feature. |
| Update | 02/16/2022 | Smart Ops Release Overview & Security | A direct R365 Hire link was added to the left navigation pane of the Smart Ops Release. |
| Update | 02/16/2022 | Daily Sales Report | These six reports have the option to compare their current year's data to their pre-pandemic data by choosing the new YOY Comparison option of '3YAGO'. |
| Update | 02/16/2022 | Extended Daily Sales | |
| Update | 02/16/2022 | Flash Report | |
| Update | 02/16/2022 | Flash Report - Advanced | |
| Update | 02/16/2022 | Weekly Review - Location | |
| Update | 02/16/2022 | Weekly Sales and Labor | |
| Update | 02/16/2022 | R365 Financial Report Writer: Report Columns | Row and Column Layouts will now include a number to notate the amount of templates that use that layout. Hovering over this number will display the template names that use this layout, and a Shared icon will be listed next to all layouts that have been shared across instances. In addition to this, Report Columns gained a new Time Frame Type of 'Day', which can be used on Financial Reports. |
| Update | 02/16/2022 | R365 Financial Report Writer: Report Rows | |
| Update | 02/16/2022 | R365 Financial Report Writer: Running Reports | |
| Update | 02/16/2022 | R365 Financial Report Writer: Sharing Across Instances | |
| New | 02/07/2022 | New Manager Log Overview | This is currently only available to Early Adopters. When the New Manager Log is enabled, Users will have access to Manager Logbook and Log Entries for both desktop browser and the R365 Red App. In addition to this, several aspects of the R365 software will be updated to ensure more success in creating and reviewing Log Entries. |
| New | 02/07/2022 | Logbook Overview & Security | This is currently only available to Early Adopters. When the New Manager Log is enabled, all Locations will be assigned to the Default Logbook, or set preferences for Log Entries, out of the box. However, custom Logbooks can be created and assigned to one or more Locations. |
| New | 02/07/2022 | Logbook: Logbook Settings | |
| New | 02/07/2022 | Logbook: Default Logbook | |
| New | 02/07/2022 | Logbook: Create and Edit a Logbook | |
| New | 02/07/2022 | Log Entries Overview & Security | This is currently only available to Early Adopters. When the New Manager Log is enabled, Managers will be able to create Log Entries right away from the Log Entries page. Users can also filter the page for specific entries and even add comments to entries in order to discuss a topic or resolve any issues. |
| New | 02/07/2022 | Log Entries: Create and Edit a Log Entry | |
| New | 02/07/2022 | Log Entries: Entry Comments | |
| New | 02/07/2022 | R365 Red App: Manager Log Overview | This is currently only available to Early Adopters. When the New Manager Log is enabled, Managers can create and view Log Entries in the R365 Red App. Managers can also review and add comments on a Log Entry to further discuss the topic or resolve any issues. |
| New | 02/07/2022 | R365 Red App: Create Log Entries | |
| New | 02/07/2022 | R365 Red App: Log Entry Comments | |
| New | 02/07/2022 | Till Management Overview & Security | This is only available to Early Adopters who utilize Sicom as their POS System at this time. Till Management enables Managers to keep a documented trail of tills throughout the day. Every 15 minutes, till data is brought into R365 from the POS, and when a till is closed, Managers can then enter in the actual cash amount and compare that to the expected cash amount, which is calculated based on the transactions marked as paid in cash in the POS. Once actual cash amounts are entered, Managers can complete the deposit slips (which will then update the Deposit section of the corresponding unapproved Daily Sales), and then validate the deposit slip after it is submitted to the bank. |
| New | 02/07/2022 | Till Management: Variance Thresholds | |
| New | 02/07/2022 | Till Management: Enter Cash Actual Amounts | |
| New | 02/07/2022 | Till Management: Complete Deposit Slips | |
| New | 02/07/2022 | Till Management: Validate Deposit Slips | |
| New | 01/13/2022 | New Purchase Orders: Set Up Shopping Lists | The Smart Ops version of Shopping Lists is now available for Users to build out. |
| New | 01/13/2022 | New Purchase Orders: Use Shopping Lists | Shopping Lists can be put in use upon creation, where they can enter the necessary item quantities and then review their corresponding Purchase Orders before submitting directly to the Vendor. |
| Update | 01/13/2022 | User Roles: Security Role Descriptions | The new Secondary Security Role of Purchasing Manager was added and enables Users full access to the Smart Ops version of Shopping Lists. |
| New | 01/13/2022 | Financial Dashboard: Saved Views | You can save views of the dashboard and even share views across instances as needed. Creating dashboard views saves time when assessing a multitude of data for one or more restaurant locations. |
| Update | 01/13/2022 | Check Run: Field Descriptions | You can now filter the Check/Payment Run by Payment Method from the 'Invoices' grid. This can help pull only specific transactions to pay. |
| Update | 01/13/2022 | R365 Financial Report Writer: Report Viewer | Section totals can be drilled into to see what transactions make up the total amount. |
| Update | 01/13/2022 | User Record | Update User Location Security to be 'By Legal Entity' or 'By Location Reporting Category' to reduce the hassle of updating individual Locations on a User record when new Locations are added. |
| Update | 01/13/2022 | Mass Role Update | This screen will only display Users who have either 'All Locations' or 'Specific Locations' selected on their User record. |
| Update | 01/13/2022 | User Locations | This screen will only display Users who have either 'All Locations' or 'Specific Locations' selected on their User record. However, User Locations can be updated for Users with the 'By Legal Entity' or 'By Location Reporting Category' Location Security via the Import Tool. |