Below are the Documentation Updates made in Quarter 3, 2019!


Type
Release Date
Title
Description
Update9/24/2019Customer RecordAn additional training section was included to explain how to download a list of payments from a specific Customer.
New9/13/2019Export Vendor List from Quickbooks® Online
This article reviews the steps needed to Vendor List from Quickbooks Online and import it into R365 successfully.
Update9/13/2019
Export Vendor List from Quickbooks® Desktop
This article reviews the steps needed to download your Vendor List from Quickbooks Desktop and import it into R365 successfully.
New9/13/2019
Export Customer List from Quickbooks® Online
This article reviews the steps needed to download your Customer List from Quickbooks Online and import it into R365 successfully.
Update9/13/2019
Export Customer List from Quickbooks® Desktop
This article reviews the steps needed to download your Customer List from Quickbooks Desktop and import it into R365 successfully.
New9/13/2019
Export Chart of Accounts from Quickbooks® Online
This article reviews the steps needed to download your Chart of Accounts from Quickbooks Online and import it into R365 successfully.
Update9/13/2019
Export Chart of Accounts from Quickbooks® DesktopThis article reviews the steps needed to download your Chart of Accounts from Quickbooks Desktop and import it into R365 successfully.
New
9/10/2019User PreferencesSelecting a default Location is now extended to Journal Entries as well as AP Invoice Forms. This article explains the process for selecting and saving default Locations for both.
Update9/10/2019New Journal EntryA new feature allows for the User to select a default Location to appear on every new Journal Entry. An additional description was added to the Location field that links out to the new User Preferences article, describing how to update the default Location.
Update9/10/2019AP Invoice FormThe 'User Preferences - Default Location' section was deleted and an additional description was added to the Location field that links out to the new User Preferences article.
New9/4/2019Location TypesWith the Location Types field becoming a requirement, it is important to know what exactly it is and how to make individual and bulk updates to all Location records. This article reviews these details and explains the purpose for this requirement moving forward.
New8/28/2019Entering a Check or ACH CreditThis article explains the steps it takes to enter a credit from a Vendor when that credit is a Check or ACH.
Update8/27/2019FAQsMore FAQs were added to the FAQ Category in our Support Center.
Update8/27/2019Fiscal Period/Year SetupAdded a new section that focuses more on how to create Custom Periods.
New8/26/2019Memorized Prep LogA Memorized Prep Log is a template made for inputting future Prep Logs. This article provides the steps needed to make and use a Memorized Prep Log.
New8/26/2019Prep LogPrep Logs can now be created and used in tracking the costs of Recipes and individual ingredients. This article explains the header details, the details grid, and the 'Action' options associated with a Prep Log.
New8/26/2019Prep StationPrep Stations can now be created and used in the making of Prep Logs.
Update8/26/2019Item LocationsMore information was provided about the updates made to the Ingredients tab on the Item Location record. Even further, the Usage Per $1000 and the Theo on Hand provides an accurate view into the amount of the actual and theoretical usage of an item over time.

Details about the Prepped Checkbox have been provided to explain the impact of the Last Prepped Cost versus the Current Batch Cost on overall cost.
Update8/26/2019Location RecordThe Location Type for each Location record is now a required field. This enables a more accurate track of costs based on just Restaurant and Commissary Locations.
Update8/26/2019Recipe Item RecordThe Items Locations tab on the Recipe Item record has been detailed out to show which Locations prep certain Recipe items. Also, a drop-down menu was added to the Ingredients tab to compare costs across multiple Locations.
Update8/26/2019Purchase Order FormThe 'Mark as Submitted' option, added to the Submit Menu, allows a User to advance the PO to invoicing without sending an email.
Update8/26/2019New Scheduling UpdatesRecent Mobile Scheduling features for Employees include: updated Time Punches layout, Push Notifications, and Catering Schedule Information for a scheduled shift.

Recent Web Scheduling features for Managers include: Manager Notifications when an Employee submits a request, Manager Queue that includes the number of open requests, Department breakdown including Employee Name, Copying/Pasting to/from an Unassigned Shift, Pre-populated fields (including Start Time and End Time) when creating a new shift within the schedule, the Employee Filter removed when an Unassigned Shift is Edited and Saved, and the Option to auto-populate shifts on a new week from the prior week.
Update8/14/2019Security Role DescriptionsIncluded additional Secondary Restriction Roles
Update8/07/2019AP Invoice: Document Date & GL DateUpdated to reflect new AP Layout
Update8/07/2019AP Invoice FormIncluded User Preferences Section
New7/29/2019Can I login to the Support Center with my R365 Username and Password?This article discusses how you can create your login for the R365 Support Center. By creating this new login, you can create and track support tickets that you submit and view any Support Articles.
New7/24/2019Password PolicyWith this new feature, an Admin is able to create custom password requirements for his/her Primary Security Role Users. 
Update7/17/2019Vendor RecordAdded 'Payment Holds' section
Update7/17/2019AP Invoice FormIncluded the 'Accruals' Tab