View new and updated documentation updates for a quick look into recent changes in R365! 


Type
Release Date
Title
Description
New11/11/2021
Punch EditsReach out to your CSM for more details on activating this feature.
Update11/11/2021
Advanced Close: Fiscal YearAdmin Users have the ability to mark a fiscal period and/or module as 'Limited', which will allow only Users with the Secondary Security Role of 'Access Limited Periods' to edit and enter transactions.
Update
11/11/2021
Financial Dashboard: Date Settings
Users can run the dashboard for a custom date range in addition to preset time frames.
Update
11/11/2021
Location Record
Custom Overtime Rules can be used to calculate overtime in R365 rather than the POS. To do this, the 'Overtime Tracking' setting will need 'R365 OT Rules' selected on the Location record.
Update
11/11/2021
New Commissary Catalog: Page and List FunctionsFlat Rates will have positive values displayed without a plus sign.
Update
11/11/2021
Inventory Counts: Create and Enter an Inventory CountWhen importing an Inventory Count, any item errors will be displayed within the import modal.
Update
11/11/2021
Multi-Instance SwitchingChannel Partner Admin Users have the ability to create instance nicknames for their Customers' databases. These nicknames will then be applied throughout the system so that Users can better reference Customer instances rather than by their database domain.
New11/11/2021Multi-Instance Nicknames
Update
11/11/2021Weekly Sales and Labor Report
This report can be ran based on the year before last rather than just the prior year, if desired.
Update10/21/2021R365 Financial Report Writer: ReportsYou can now select whether you want report to be consolidated, broken out by Org Unit, or both when running Custom Financial Reports.
Update10/21/2021
Advanced Close: Fiscal YearYou can set saved table views to make review of open and closed periods and modules easier.
Update10/21/2021
Schedule Calendar: Scheduling TemplatesWhen selecting a Scheduling Template, the system will compare the set shifts against any availability changes or time off requests. Any shifts that are in conflict with these will then move to the 'Unassigned Shifts' section of the Schedule.
Update10/21/2021
Smart Ops Release: Employee FormEmployees marked as 'Inactive' will no longer be required to have their email field updated.
Update10/21/2021
Manager Log: Task List SetupTasks must have start and due dates set for the same day.