View new and updated documentation updates for a quick look into recent changes in R365! 


Type
Release Date
Title
Description
Update9/24/2020AP Invoice FormWhen an AP Invoice is set to Entry by Account, multiple Locations can be set in the Location selector of the Details Grid so that the amount listed is equally distributed across all Locations.
Update9/24/2020R365 Financial Report Writer: Report Packages
Report Groups now have the option of including the GL Detail in each group.
New
9/9/2020R365 Financial Report Writer: Report GroupsThis feature is only available to Channel Partner Users at this time. Users can group reports into sub-groupings from within a Report Package so that those pairings can be ran by the Org Unit selected or the selected Repeat By option. Groups can be made in the Package Editor and can be edited or removed at any time.
Update9/9/2020Job Record
Job Titles can be updated in bulk via the Import Tool.
New9/9/2020R365 Red App: Updating User PasswordsEmployees have the option to update or reset their password via the R365 Red App.
Update9/9/2020AP Transactions: Missing ItemsAP Entry Users have the option to select 'Missing Item' from the Item selector in the 'Details' tab of an AP Invoice/Credit Memo if the item is not set up in R365 yet. Once the AP Invoice/Credit Memo is saved, the 'Missing Items' tab will appear where all Missing Items can be assigned to their proper places in R365.
Update9/9/2020GL Account Detail ExportThese reports can now include Statistical Accounts in the report data.
GL Account Detail with Legal Entity
GL Account Detail with Legal Entity Export
Update9/9/2020AR Aging ReportAR Transactions can be summarized by Location.
Update8/27/2020SchedulingAll New Scheduling documents had a title change from 'New Scheduling' to 'Scheduling.'
New
8/27/2020
Outbound Emails
Emails can be sent from within R365 using a no-reply R365 email address rather than entering in a third-party email's details on the User record. Review these articles to learn how to enable this feature for your Organization!
Update8/27/2020System Preferences: Miscellaneous
Update8/27/2020
POS Account Management Overview
The new 'POS Accounts' tab on the POS Account Management page includes a listing of all POS Accounts that can be filtered by POS Account Type, Unmapped Status, or a User-defined term and updated by double-clicking the desired POS Account line item and updating Account Settings.
New8/27/2020
POS Account Management: Managing POS Accounts
Update8/27/2020AP Invoice DistributionThis report now includes hyperlinks to invoices by clicking into the listed invoice numbers.
Update8/27/2020Documents to Process OverviewDocuments can now be merged into a single file by selecting the desired documents and clicking 'Merge Documents' under the Edit Selected menu.

Additionally, two new saved Grid Views are included for a final review of R365 Payments before they are approved.
New
8/27/2020How does R365 process Fintech Refunds?Each Customer has the option to select how R365 processes Fintech Refunds for their Organization. Click here to learn more about this new functionality!
New8/21/2020How should a Restaurant Manager's User record be configured?Managers no longer need two separate User records to view their Schedules and complete their Managerial Tasks. View this new FAQ to understand Common Manager Security Role Combinations, how to configure a Manager's User record, and how to handle two User records for the same Manager.
Update
8/18/2020User RecordA new column called 'Employee Link' was added to the Users listing to show which User records are connected to an Employee record.
Update
8/18/2020
Employees: Employee App AccessA new column called 'App Access' was added to the Employees listing for a quick view into which Employees still need access to the Mobile App.
Update
8/18/2020
GL Account Detail ReportRetained Earnings accounts can be included in this report and will return the value of the account from within the selected time range.
Update
8/18/2020
Labor Punches - Paylocity Tip Report
The coding for Declared and Charge Tips were updated to reflect changes made in Paylocity.
Update
8/18/2020
Client RecordUser-created Client Variables can be entered on the Client Record and added to a Custom Word Document in Report Packages.
Update
8/18/2020
R365 Financial Report Writer: Report PackagesUsers can now preview a Report from the Report Packages landing screen by clicking the Source Link listed next to the report name.

Channel Partner Users can include User-created Client Variables on Custom Word Documents. These variables should be entered on the Client record.
Update
8/18/2020
R365 Financial Report Writer: Report RowsThe Dynamic Row Group called 'Other' now includes a new Calculation called 'Number of Full Periods', where the value listed reflects the number of full periods within each Column's Time Frame.

Dynamic Row Groups can also be easily searched for by entering in the entire Section Header in the Calculation Field.
Update8/6/2020New Scheduling: ShiftsShifts now include Shared Employee Shift Tiles. When an Employee is scheduled to work at more than one Location, the Scheduler will be able to view the Shifts at those other Locations on the Schedule Calendar in grayed out boxes in the Employee View. These are only for reference and will not appear on a Location's schedule when printed.
Update8/6/2020New Scheduling: Schedule Calendar
The Schedule Calendar now includes Shared Employee Shift Tiles (can view in the Shifts description above) and the Alert Function. The Alert Function is an additional feature where a Manager can remind Employees about a shift (scheduled or canceled) without the need to Publish or Unpublish.
Update8/6/2020ForecastingIf you have Custom Sales Forecasting enabled for your instance, the dates in the Forecasting window will be listed in blue and hyperlinked to their Daily Forecast for easy reference!
Update8/6/2020
New Scheduling: AnnouncementsAnnouncements now allow for multi-location selections and the ability to select by Department and/or Jobs (if only on Location is selected). Only Users who have access to all Locations selected can edit that Announcement.
Update8/6/2020
New Scheduling: Blackout DaysBlackout Days now allow for multi-location and multi-day selections to be made when entering Blackout Days. Only Users who have access to all Locations selected for a Blackout Day will be able to edit that day.
Update8/6/2020
R365 Financial Report Writer: Report Packages
When GL Detail is included in a Report Package, the YTD Income will also be displayed in the report as if it were an Account. The value entered will be the Net Income for the selected Date Range.
Update8/6/2020Item LocationsThe Prep Log Checkbox has been renamed to 'Log Prep' for both the Item Location and Recipe Item records and has been moved from the 'General' tab to the 'Recipe' tab on the Recipe Item record.
Update8/6/2020Recipe Item Record
New7/16/2020
POS Account Management OverviewThe POS Account Management page allows Rules to be created for POS Accounts that are brought in from the POS. When the DSS is imported and contains any unmapped POS Accounts, Active Rules will automatically run and attempt to match with an unmapped account if the Rule criteria is met. When matched, the POS Account record will be automatically mapped and saved in R365. If some accounts are not matched, new Rules can be created via this page and ran for any Unapproved Daily Sales Summaries. Once all previously unmapped POS accounts are mapped for a DSS, the DSS Journal Entry will automatically be recreated. To help initiate this process, R365 provides default Rules that can be marked as 'Active' and ran for the most common POS Accounts. Review these articles to learn more about this feature!
New7/16/2020
POS Account Management: Default Rules
New7/16/2020
POS Account Management: Creating a Rule
New7/16/2020
POS Account Management: Running a Rule
Update7/16/2020Approving WorkflowsAP Invoices assigned to a User can be Approved in the R365 Mobile App (Black). AP Invoices not assigned to a User will not have the 'Approve' option available.
Update7/16/2020Theoretical on Hand (report)The Theoretical On Hand report includes a breakdown of Sales, Purchases, Transfers, and Waste between the last Stock Count and the 'As Of' date to calculate the Theoretical Inventory for a selected Location
Update7/16/2020
Security Role DescriptionsTwo additional Primary Security Roles were created to provide restricted access to Users. These roles include: Limited Accounting Clerk and Limited Accounting Manager.
Update7/16/2020Location ProfileLocation attributes can be imported via the Import Tool. View this training article to learn how!
Update7/16/2020R365 Financial Report Writer: Report Packages
Word documents can now be added alongside PDF documents to a Report Package. When Word documents include a variable option, the system will interpret and replace it with the corresponding system value. Additionally, Users can select a default View for running a Report Package. View this training article to learn more!