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.
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. |