View new and updated documentation updates for a quick look into recent changes in R365! Review the listing below to see what you may have missed.


Type
Release Date
Title
Description
Update6/30/2020Fixed Asset: Asset RecordThe 'Effective Date of Change' field on the 'Books' tab now includes only two options as the marked date of change.
Update6/30/2020Custom Labor Forecasting: Schedule Calendar
The Custom Labor Forecasting Schedule Calendar includes an additional tool top that displays the Sales Forecast, Forecast Variance, and the Labor Goal when hovering over the Weekly Total or an Individual Day's Sales and Labor. These are hyperlinked to their respective records for additional information into the numbers displayed.
Update6/30/2020R365 Financial Report Writer: Report Rows
Selected Report Rows can now have their symbols either shown or hidden individually ( $, % ). Simply select the desired rows, open the 'Symbols' drop-down of the Formatting Tools bar, and select the symbol you wish to hide. Symbols can be shown again by repeating this process but deselecting the same option.
Update6/30/2020R365 Financial Report Writer: Report Packages
A 'Comment' column will now be included on the GL Detail, if added to a Report Package.
Update6/30/2020R365 Financial Report Writer: Running ReportsThe settings for Custom Financial Reports include the 'Show Unapproved Transactions' option for the Balance Sheet and Trial Balance report.
New
6/30/2020
Location ProfileAdd more attributes to each Restaurant Location through the Location Profile. This can be accessed through the Location record or the Locations grid.
New6/19/2020Labor Punches - Paylocity Tip ReportThis report was updated to include a breakdown of Declared and Charge Tips for a more accurate import into Paylocity. Ensure that the tip codes are set up in Paylocity prior to attempting the first import so that each import is successful.
New
6/19/2020AR Imports for Flexibake OverviewAR Imports can now be received through FTP! All Customer instances have an 'AR Imports' FTP Folder automatically added to their FTP Site where only Flexibake Imports can be imported when the necessary prerequisites are completed prior to the first import
Update
6/19/2020Priority StatusThe Vendor Priority Status will follow the Vendor on duplicated and memorized transactions.
New6/19/2020Inventory CountsInventory Counts present a brand new way to create Inventory Templates and enter Inventory Counts. New alert icons present issues upfront before Approving a count and provide advanced workflow options to ensure more accuracy while entering in each count. This feature is only available for Early Adopters at this time.
Update6/16/2020AP Processing Email The previously named 'AP Automation' tab of System Preferences not only updated its name, but also has an updated way of sending in AP invoices. Necessary Vendors who have email addresses whitelisted (and saved) on the 'AP Processing Email' tab can email a R365-generated email address with any necessary documents. Additional aspects allow Vendors to mark a document as listed under a certain location, ultimately making the entry process easier.
Update6/16/2020Documents to Process OverviewDocuments to Process now includes a list view where document details can be displayed and easily updated. Documents can be marked with 'Issues' so that AP Entry Users know what needs to be corrected before their Manager reviews it again. While the list view provides additional benefits, the thumbnail view is still active.
Update6/5/2020Vendor RecordThe 'Open Transactions' tab now includes notices that mark whether an invoice is 'Past Due' or 'Due Soon' depending on if the invoice is unpaid past the due date or within ten days of the due date, respectively.
Update6/5/2020AP Invoice FormAP Invoices can now be 'Marked as Paid' either before or after an invoice has been approved, as long as there is still a balance remaining.
Update
6/5/2020New Scheduling: Print Options
When printing Schedules by departments, the Employee Name, Hours. and Job Title will now be included.
New6/5/2020Client RecordChannel Partners have the ability to create Client records to store Client information and then include as a variable on a Custom Financial Report Template and/or Column Header. These reports can be shared across instances, allowing for Client numbers to be compared.
Update6/5/2020R365 Financial Report Writer: Report Packages
Report Packages allow Users to directly add in Custom Financial Reports and include any necessary PDF documents via a Search Pane. These can be organized as needed and include User-created views based on the necessary Org Structure selections. Finally, these Packages can be shared across instances for additional reporting.
New6/5/2020Ops DashboardThis new dashboard provides all Users the ability to view a detailed look into their daily, or hourly (if Intraday Polling is enabled), Key Operational Metrics, such as OT, Guest Count, Average Check, Item Profitability, and more. A quick look into these details can help your managers make more effective business decisions.
Update6/5/2020
Smart Labor ExperienceThe Smart Labor Experience window gained quick-views into Item and Delivery Profitability to see which items are the highest hitters for your restaurant. Viewing the Order Summary Graph can help decipher which times are the busiest and, thus, need more employees scheduled.
New
6/5/2020
Product Mix - Year Over Year ReportThis report lists the Menu Items' Current Sales Dollars against their prior year Sales Dollars for the same days to show the year-over-year difference.
New6/5/2020
Historical Product Mix ImportHistorical Product Mix data can now be imported via the Import Tool for enhanced reporting purposes.
New6/5/2020
Profitability ReportThis report displays the difference between all monthly costs and sales to show the estimated monthly profit. This amount, along with average weekly numbers, can then be compared to that Location's Profitability Targets, which define the necessary Sales, Guest Count, and more that will lead your restaurant to profitability.
Update5/21/2020R365 Financial Report Writer: Running Reports
The Report Settings are broken down into Report Options and PDF Options and include expanded layout settings when creating a PDF/printing reports.
New5/21/2020R365 Messaging Audit CenterEmployees can now report inappropriate messages through their R365 Red App, which will appear in the Messaging Audit Center for Managerial Review. Once an Employee reports a message thread, the previous 5 messages from the time of the report will appear in the Messaging Audit Center. No further action is done through the app; rather, the Manager will address and describe any disciplinary actions/next steps in the Messaging Audit Center before archiving the complaint. All archived reports will remain in the 'Archived' view of the 'Reported' tab. 
Update5/21/2020
R365 Employee Messaging
New
5/21/2020
Priority StatusVendors can be marked with a Priority Status that will then auto-populate the Priority Status listed on the AP Invoice, although the AP Invoice Priority Status can also be manually updated as needed. Once Approved, these statuses will follow their AP Invoices on the Check Run screen, where Accounting Clerks can filter by Priority Status and quickly determine which invoices should be paid first.


Update5/21/2020
Vendor Record
Update5/21/2020
AP Invoice
Update5/21/2020
Check Run: Field Descriptions
New
5/12/2020Default Statistical AccountsThe default Statistical Accounts of Guest Count and Transaction Count have been added to every Customer Instance to track these counts straight from the POS. These counts can then be used on in Custom Financial Reports/Financial Report Writer for enhanced reporting purposes.

These accounts will be polled through the POS as an additional DSS Journal Entry.
Update5/12/2020
Manager Log: Log CategoryThe Default Log Category of 'Health and Sanitation' has been added to all Customer instances who utilize the Manager Log. This can be edited as needed and should be activated by an Admin first before activating the Default Task List.
Update
5/12/2020
Manager Log: Task List Setup
The Default Task List of 'Health and Sanitation' has been added to all Customer instances who utilize the Manager Log. This can be edited as needed and should be activated by an Admin after activating the Default Log Category.
Update
5/12/2020
Password PolicyThe Password Policy screen now includes a 'Apply Standard Policy' button that will generate a password for Users when clicked. This will be a standard password that can be further customized by the User.
Update
5/12/2020
R365 Financial Report Writer: Running Reports
The 'Date' field in Custom Financial Reports' Settings was updated to 'Report Date' and works in conjunction with the Time Frame Type selected in the Report Columns. View the listed article for more details!
Update
5/12/2020
New Scheduling: Schedule CalendarWhen publishing a Schedule', the system will now check any errors that may occur in the Schedule, such as Scheduled Overtime and any overlapped shifts, among others.
Update
5/12/2020
Payment TermsA new Payment Terms 'Due Date' was added called 'Days From End of Month' where a +/- number of days entered will be that many of days after/before the end of the Month.
New
5/12/2020
AP Payment HoldAP Payments can now be put on hold as needed, which will prevent payments made in error.
New5/7/2020Intraday PollingThis feature enables data to be polled from your POS every 15, 30, or 60 minutes, depending on your POS's capabilities, to update charts and widgets used in the Smart Labor Experience window. While only currently available to Early Adopters who use Toast as their POS, read more about this feature to see if, upon release, it is best for you and your restaurant!
New5/7/2020R365 Employee MessagingEmployee Messaging allows Employees to communicate via the R365 Red App without sharing personal phone numbers. While this is currently only available to Early Adopters, this feature is sure to benefit any Organization upon release.
New5/7/2020New Scheduling: Schedule WritebackThis feature enables the Schedule created in R365 to be sent to your POS to help prevent Employees from clocking in early and creating unnecessary Labor costs. While this is only available to Early Adopters who are using Toast, read more about this feature to see if, upon release, it is best for you and your restaurant!
New4/28/2020
R365 Connect InstallerAn additional button called 'Download Setup' has been included to download the troubleshooting tool needed for your POS Integration.
Update4/28/2020
R365 Financial Report Writer
The CFR Design Settings have been updated and include a 'Manage Org Units' button and a Search Bar for easy updating and filtering, respectively, of Org Units.
New4/28/2020
Adjusted Cash Balance (report)This report displays a quick overview of a restaurant's cash position as of a given date.
Update4/28/2020
Check Register (report)This report now includes the Vendor as a Report Parameter.
Update4/28/2020
Restaurant365 OData ConnectorThis article includes the most recent updates to the OData Endpoints!
New4/14/2020
Fiscal Year Error Check (Report)This report will show any errors for each Fiscal Year created in the system.
New4/14/2020
Working Trial Balance (Report)This report will display a running balance of GL Accounts for a selected date range.
New4/14/2020
R365 Financial Report Writer: Report PackagesDocuments can be bundled and sent together directly from the Financial Report Writer! 
New4/14/2020
R365 Financial Report Writer: Sharing Across InstancesPartner Channel Users can now share Report Templates across instances! Simply click the 'Share' icon to validate both the Row and Column Layouts first.
Update4/14/2020
R365 Financial Report Writer: Report RowsDynamic Row Groups allow a User to add GL Type Totals, GL Type w/Summary (Total + Parent Accounts), and GL Type w/Detail (Total + Parent Accounts + Child Accounts) in the 'Calculations' field of a Row.
Update4/14/2020R365 Financial Report Writer: TemplatesA Footer section has now been included in Templates and can be customized to fit your company's needs!
Update4/14/2020
AP Credit MemoWhen the Location is updated in the header, the Location is also updated in the Details grid below.
Update4/14/2020
AP Invoice
Update4/14/2020
Manager Log: Daily OverviewThe Transactions section of the Daily Overview Screen now lists the Vendor name next to each line item.
Update4/14/2020
Event LogThe Event Log now includes a Date Picker when searching for events in the system.
Update4/01/2020R365 Financial Report Writer: Reports
A new tab called 'Combination' is now available on the Custom Financial Reports home screen. On this tab, Users can combine features of the Profit and Loss, Balance Sheet, and Trial Balance reports on one template and/or report!
Update4/01/2020GL Account RecordA new checkbox called 'Control Account - Prevent Manual Journal Entries' has been added to the GL Account record, enabling a User to mark an account as a Control Account and removing that account from the Account Lookup Selector on the JE screen when manually created.