Below are the Documentation Updates made in Quarter 3, 2019!
Type | Release Date | Title | Description |
| Update | 9/24/2019 | Customer Record | An additional training section was included to explain how to download a list of payments from a specific Customer. |
| New | 9/13/2019 | Export Vendor List from Quickbooks® Online | This article reviews the steps needed to Vendor List from Quickbooks Online and import it into R365 successfully. |
| Update | 9/13/2019 | 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. |
| New | 9/13/2019 | 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. |
| Update | 9/13/2019 | 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. |
| New | 9/13/2019 | 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. |
| Update | 9/13/2019 | Export Chart of Accounts from Quickbooks® Desktop | This article reviews the steps needed to download your Chart of Accounts from Quickbooks Desktop and import it into R365 successfully. |
| New | 9/10/2019 | User Preferences | Selecting 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. |
| Update | 9/10/2019 | New Journal Entry | A 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. |
| Update | 9/10/2019 | AP Invoice Form | The '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. |
| New | 9/4/2019 | Location Types | With 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. |
| New | 8/28/2019 | Entering a Check or ACH Credit | This article explains the steps it takes to enter a credit from a Vendor when that credit is a Check or ACH. |
| Update | 8/27/2019 | FAQs | More FAQs were added to the FAQ Category in our Support Center. |
| Update | 8/27/2019 | Fiscal Period/Year Setup | Added a new section that focuses more on how to create Custom Periods. |
| New | 8/26/2019 | Memorized Prep Log | A 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. |
| New | 8/26/2019 | Prep Log | Prep 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. |
| New | 8/26/2019 | Prep Station | Prep Stations can now be created and used in the making of Prep Logs. |
| Update | 8/26/2019 | Item Locations | More 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. |
| Update | 8/26/2019 | Location Record | The 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. |
| Update | 8/26/2019 | Recipe Item Record | The 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. |
| Update | 8/26/2019 | Purchase Order Form | The 'Mark as Submitted' option, added to the Submit Menu, allows a User to advance the PO to invoicing without sending an email. |
| Update | 8/26/2019 | New Scheduling Updates | Recent 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. |
| Update | 8/14/2019 | Security Role Descriptions | Included additional Secondary Restriction Roles |
| Update | 8/07/2019 | AP Invoice: Document Date & GL Date | Updated to reflect new AP Layout |
| Update | 8/07/2019 | AP Invoice Form | Included User Preferences Section |
| New | 7/29/2019 | Can 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. |
| New | 7/24/2019 | Password Policy | With this new feature, an Admin is able to create custom password requirements for his/her Primary Security Role Users. |
| Update | 7/17/2019 | Vendor Record | Added 'Payment Holds' section |
| Update | 7/17/2019 | AP Invoice Form | Included the 'Accruals' Tab |