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
New3/25/2020What are some best practices during the COVID-19 Pandemic?This FAQ article provides links to the helpful resources located in the COVID-19 Resource Center. Subscribe to this blog today for invaluable postings on how to tackle this pandemic!
Update
2/28/2020
Daily Roster (Report)This report now has an additional Report Parameter that can sort Employees by name or shift start time within the Job Code section of each day part/shift.
New2/28/2020
Overtime Warning (Report)This report runs the current Labor Punches with the Scheduled Labor for the current week to display the date and time when Overtime is anticipated to start if Overtime is reached.
Update
2/28/2020
Spread Memorized Transactions List (Report)A new 'Amount' column was added to this report to show a quick view into the total amount of money paid on a transaction spread without having to view the details of that spread.
Update
2/28/2020
Labor Punches - Paylocity (Report)The Labor Punches - Paylocity report has been updated to include both the Location Center and Job Center on an export. Check your Paylocity configuration to determine which number should be used when running the report.
Update2/28/2020Item CategoriesItem Categories will now have a Cost Account and Inventory Account that can be directly tied to them on a new Item Category form.
Update2/28/2020Adding a New Purchased ItemThese records have a new layout and now include a Measure Type field. This required field is used to mark how this item is measured throughout the system. It is important to note that automatic equivalences (between Inventory UofM and Default Purchase UofM) will not occur.

The Inventory Cost tab also includes a new layout!
Update2/28/2020Item Costing
Update2/28/2020
Catering: Items
Update2/28/2020
Purchased Item Record
Update2/28/2020
Sales Item Record
Update2/28/2020
Recipe Item Record
New2/27/2020Menu Item SeparationLearn how to best organize your Menu Items in R365 by reviewing this new training article!
New2/25/2020Entering Stat Account Data
The Stat Account article has been split in two in order to provide a more direct link to and better emphasis on importing Stat Account data. View this article to learn more!
New2/24/2020DSS: Validation ReportIf you discover that the Sales Accounts and Payment Types are not balanced on the DSS and you have reviewed the DSS GL Account Mapping Report to see that GL Accounts are mapped correctly, you can now run the DSS Validation Report, which will dig deeper into the discrepancy between Sales and Payments. Click here to learn more about this report!
New2/21/2020How do I prepare a Remittance Advice for an ACH Vendor?Not sure how to create a Remittance Advice for an ACH Vendor? Review this FAQ to learn how!
Update2/20/2020Check Run: Perform a Check RunA new update has been made to ensure that invoices with a Payment Method other than 'Check' or 'R365 Payments' will use the 'Non-Check #' sequence and suffix from the Autonumbering screen.
New2/18/2020DSS: GL Account Mapping
The GL Account Mapping report is located within the 'Action' menu of each Daily Sales Summary. This feature enables a User to view the Sales Accounts and Payment Types from that day. This can help to provide clarity as to why a DSS may be out of balance and can be helpful to use before contacting R365 Support.
New2/17/2020Smart Labor ExperienceThe Smart Labor Experience provides a clear view of the Actual Sales and Labor data against your Forecasted Sales and Labor data for the previous day. This information then allows Restaurant Managers to make more accurate staffing decisions for the current day.

Since Custom Forecasting is included in this experience, click here to view the Custom Sales Forecasting and Custom Labor Forecasting training articles!
New2/17/2020Custom Labor Forecasting: Overview & SecurityCustom Labor Forecasting is here! View the Overview of how to Customize a Labor Forecast based on the same day's Sales Forecast.
New2/17/2020Custom Labor Forecasting: Labor ConfigurationThe Labor Matrix enables your Organization to enter the configuration for Labor based on a certain Sales range. This can even further be customized based on Job type. This will then work as the framework for your Forecast.
New2/17/2020
Custom Labor Forecasting: Forecasting LaborAfter completing the Labor Matrix and the upcoming week's Custom Sales Forecast, generate your Labor Forecast and manually update as needed, depending on a coupon drop or poor weather. 
New2/17/2020Custom Labor Forecasting: Schedule CalendarThe Forecasted Sales and Labor data will be posted to the Schedule, providing the Scheduler an easier way to schedule the exact amount of Employees per hour. 
New2/12/2020Partner Channel Users - Multi-Instance LoginPartner Channel Users will have some changes applied to their User record and the 'Users & Setup' section of Setup Assistant. View this article to learn about these updates!
Update2/3/2020Purchased Item RecordA new checkbox has been added to the Vendor Item record and the Purchased Item record (under the 'Vendor Items' tab) called the Primary Checkbox, which can be filtered and help regulate Purchase Orders!
Update2/3/2020Vendor Item Record
New1/30/2020Multi-Instance SwitchingThis feature allows Partner Channel Users the ability to switch between multiple instances with a single login!
New1/23/2020Restaurant Financial Reports ListAccounting Managers -- Use this list to enhance your Financial Reporting!
New1/22/2020Completing a CrosswalkIf you're in Onboarding and need assistance with completing your Crosswalk, review the steps provided in this article to ensure a successful import the first time!
Update1/16/2020My WorkflowsThe 'My Workflows' screen now includes a Document Previewer and additional Approval and Denial capabilities!
Update1/16/2020Approving WorkflowsWorkflows can now be Approved and Denied in the Document Previewer section of 'My Workflows'. 
New1/9/2020Reversal Journal EntryReversing Journal Entries now include additional options for Reversal Dates on the 'Reverse' pop-up modal. Journal Entries can also be imported with a Reversal Date by using the updated R365 JE Import Template, which can be accessed from the link listed on the row below.
Update
1/9/2020Journal Entry Import Template The R365 JE Import Template has been updated to include a 'Reversal Date' for Journal Entries that need to be reversed on a certain date.
Update1/6/2020System Preferences: MiscellaneousAccounting Users can now receive email updates about the tasks flagged on their instance's To Do Checklist! An email will be sent out daily with these tasks at the time noted and to the email address listed on the 'Miscellaneous' tab of System Preferences.

1/2/2020R365 ReportsAs you begin the New Year, review this Support Center Folder that details out each report within R365! Bookmark this page for better reporting throughout 2020.