New and updated Support Articles will be listed here for a quick look into recent changes in our software!
Review the listing below to see what you may have missed.
Q4 2019
Type | Release Date | Title | Description |
| Update | 12/31/2019 | DSS Re-Import | Re-polling a DSS is now available through your organization's instance! Simply navigate to the Repolling window and request a DSS re-poll or view the status of recent re-poll requests. |
| Update | 12/27/2019 | Fiscal Period/Year Setup | Rather than using Custom Periods to account for the addition of a 53rd week once every six years, this new feature enables an official 53rd week to be included in your Fiscal Year when the 4/4/5 or 13-4 Fiscal Period Structure is selected. |
| New | 12/23/2019 | Retained Earnings and Year-End Close Procedures | Review the necessary procedures to close out your Fiscal Years smoothly and successfully! |
| Update | 12/20/2019 | My Workflows | Workflow Admin Users are able to view and track the progress of all workflows at their specific Locations through the new 'All Workflows' tab in 'My Workflows'. |
| New | 12/18/2019 | Till Management | If your POS system supports Till Management, view how you can set up and track money that goes in and out of the cash register. |
| New | 12/11/2019 | Balancing Journal Entries | Out of balance Daily Sales Summaries can now have a balancing Journal Entry to offset incorrect or duplicate transactions, which can later be manually assigned to the correct Sales Account in the DSS. Click here to learn how to set up balancing Journal Entries! |
| New | 12/10/2019 | How do I unreconcile a bank reconciliation? | Need to unreconcile a Bank Reconciliation to re-poll your DSS? View this article to learn how! |
| Update | 12/10/2019 | AP Credit Memo | The AP Credit Memo now has a new layout! This look now has a similar look and feel to the AP Invoice form. |
| New | 12/10/2019 | Custom Sales Forecasting: Overview & Security | Custom Sales Forecasting predicts the Sales for a certain Location based on the previous 8 weeks of Sales for that day of the week. This article reviews the security roles, navigation, functionality, and overview of creating and publishing a forecast. |
| New | 12/10/2019 | Custom Sales Forecasting: Customizing a Forecast | Forecasts can be adjusted to account for outlier days where certain events, such as a coupon drop, holiday, or poor weather, drastically impacted Sales. Review this article to customize Sales data for a more accurate forecasting. |
| New | 12/10/2019 | Custom Sales Forecasting: Tagging Outlier Days | Days that produce irregular Sales data can be marked as such on the DSS. Review this article to learn how! |
| Update | 12/6/2019 | Security Role Descriptions | Two new Secondary Security Roles were added: Workflow Admin and Prohibit Approve. Check them out here! |
| New | 12/6/2019 | New Scheduling: Managing Requests in the Mobile App | Managers are now able to respond to Employee requests on the R365 Red App! View this training on both navigation and replying to requests! |
| Update | 12/6/2019 | Viewing the Schedule and Your Upcoming Shifts | A new layout has been released for Employees to view their schedules, enter requests, and update work availability! |
| Update | 12/6/2019 | Making Schedule Requests (Trade, Offer, Claim, Time Off) | |
| Update | 12/6/2019 | Updating Your Availability | |
| New | 11/26/2019 | Advanced Close - Fiscal Year | The Advanced Close feature allows fiscal periods and their modules to be opened and closed as needed to better manage transaction entries. Although not released until early December, check out a sneak peak of this feature here! |
| Update | 11/18/2019 | Email Settings Overview | Ever have trouble connecting your Gmail account to R365? Using Google's App Password process enables Users a direct connection between their Gmails and R365 without using their personalized passwords. Review this article or the Google link above to learn how the setup process! |
| New | 11/18/2019 | Pulling Data from Quickbooks Online for R365 Migration | This article reviews the steps needed to pull and prepare data from Quickbooks Online for Restaurant365 during Onboarding. The use of screenshots and a detailed process can help provide clarity to Users when downloading their legacy system's data. |
| New | 11/18/2019 | Pulling Data from Quickbooks Desktop for R365 Migration | This article reviews the steps needed to pull and prepare data from Quickbooks Desktop for Restaurant365 during Onboarding. The use of screenshots and a detailed process can help provide clarity to Users when downloading their legacy system's data. |
| Update | 11/7/2019 | AP Imports: Missing Items | An additional column was added to the AP Transactions grid that displays if there are missing items on an import. Because of this, a User can view transactions that need updated in an efficient, quick manner. This article provides an example screenshot of what this looks like in R365. |
| Update | 11/7/2019 | Asset Value Report | A new column was added to this report that includes the Current Depreciation Value for Active Assets. |
| Update | 11/7/2019 | Check Register Report | Additional dates were added to include when bank activity was matched and reconciled, and transactions were marked with a 'V' if they were voided within the time period selected. |
| Update | 11/7/2019 | Security Role Descriptions | Two new Secondary Security Roles were added: Prohibit Delete and Schedule Approval. Prohibit Delete prevents Users from deleting Documents to Process while Schedule Approval allows Users to publish shifts and schedules. View our Security Role Descriptions to learn more about these roles! |
| New | 11/5/2019 | Preparing Amex Data for a QFX Converter Resource | This article details the process of preparing a file for a successful import into a CSV to QFV third party application. While the example is from American Express, this guide can also be a beneficial resource for preparing CSV files from other banking institutions. |
| Update | 10/31/2019 | Commissary: Commissary Orders | The Location on a Commissary Order can be updated manually via the Commissary Location drop-down menu. |
| Update | 10/30/2019 | Workflows Setup | The Location and Vendor tabs now include a filter that provides a faster search when creating workflows. |
| Update | 10/25/2019 | Commissary: Commissary Orders | Commissary Orders can now be imported via the Import Tool! This allows for bulk entry in a quick, easy manner. |
| Update | 10/21/2019 | R365 Financial Report Writer: Report Columns | Two new Column Types were added to include variance! |
| New | 10/21/2019 | R365 Financial Report Writer: Assigning Reports | Assign specific reports to Users by their Report Role. Read this article to learn how! |
| Update | 10/21/2019 | Financial Report Writer Overview & Security | The layout of Custom Financial Reports has adapted to allow for reports to have specific User Access. View the updated Security Role descriptions here. |
| Update | 10/21/2019 | R365 Financial Report Writer: Reports | Financial Report Builders have more control over Viewer Access through Report Role Setup and Downloadable options! |
| New | 10/14/2019 | Currency Conversion for DSS Data | Franchisees whose currency is non-USD can now be converted to USD on the Daily Sales Summary by setting up Conversion Rates for those Locations! |
| Update | 10/11/2019 | Restaurant365 OData Connector | This document is now updated to include the following reports: Employee, Job Title, Labor Detail, and POS Employee. |
| Update | 10/11/2019 | ACH Reports | New ACH Exports were released! The example grid at the bottom of the article was updated for this release. |
| Update | 10/11/209 | Positive Pay Overview & Reports | New Positive Pay formats were released and can now be exported! The example grid at the bottom of this article was updated to account for this release. |
| New | 10/10/2019 | Sales Account Import Types | This article expands upon the Sales Account Import Types and the process /outcome of editing a previous selection in the 'POS Integration Settings' section of the Location record. Note: Making changes to this field after initial setup will cause you to go back and re-map your GL Accounts to the POS. |
| New | 10/4/2019 | Internal Support Link | The Internal Support Link allows an organization to include a support link on error messages within R365 so that Users can contact a designated support team within their own organization. Note: This is available to some organizations whose software allows for its integration. |
| New | 10/4/2019 | ADP Alternate Export | This report runs similarly to the ADP Workforce Export, but is downloaded as a CSV file for ADP Payroll Processing. |
| New | 10/4/2019 | AP Accrual (Report) | The introduction of the Dates of Service feature for AP Invoices and Credit Memos allows for the use of the AP Accrual report, where Users can view all AP transactions with Dates of Service within a selected time period. |
| Update | 10/3/2019 | Creating/Modifing Ad Hoc Reports | This article receive more attention in the 'Creating a Report' section where the steps to 'Save' were clarified. |
| Update | 10/1/2019 | Restaurant Operational Reports List | This article now directly links out to specific report articles, allowing for enhanced knowledge about each report and how it can strengthen your Operations. |
| New | 10/1/2019 | My Reports | All of 'My Reports' have now been documented! Review Navigation, Report Parameter, and Report Column information for your favorite reports and maybe even new ones! |
| Update | 10/1/2019 | AP Invoice Form | The Dates of Service fields have been shifted from an 'Accrual' tab to the 'Details' tab on the AP Invoice form. Any legacy data will automatically be shifted over from the 'Accrual' tab to the 'Details' tab. |
| Update | 10/1/2019 | AP Credit Memo | The use of the Dates of Service fields is now available on the AP Credit Memo. |
| Update | 10/1/2019 | System Preferences: Miscellaneous | Due to the replacement of the 'Accrual' tab with the Dates of Service fields in both the AP Credit Memo and AP Invoice forms, a new checkbox was included to the Miscellaneous tab in System Preferences. |
Q3 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 |