View new and updated documentation updates for a quick look into recent changes in R365!
Type | Release Date | Title | Description |
| Update | 12/17/2020 | Security Role Descriptions | Users with the Secondary Role 'Payroll Clerk' will be able to access R365 Payroll portals and features. |
| New | 12/17/2020 | R365 Payroll: Single Sign On | When enabled, Payroll Users can navigate to R365 Payroll directly from their R365 database. |
| Update | 12/17/2020 | Employee Record | Employees without Job Codes assigned to their Employee record will be hidden from the Schedule. |
| Update | 12/17/2020 | Scheduling: Schedule Calendar | Users have the option to sort by Start Time when viewing the Schedule in 'Day' view. Early Adopters only at this time. |
| Update | 12/17/2020 | Schedule Calendar: Print options | Users can sort the listing by Start Time when printing in 'Day' view. Early Adopters only at this time. |
| Update | 12/17/2020 | R365 Financial Report Writer: Reports | A new label called 'Filters Applied' will be displayed when filters are selected for a report. |
| Update | 12/17/2020 | R365 Financial Report Writer: Templates | Additional Report Variables were added, which allow the User to include the Report Day as a variable in the report header. |
| Update | 12/17/2020 | R365 Financial Report Writer: Report Rows | Users have the option to hide percentages from the '% of Row'. |
| Update | 12/17/2020 | Default Statistical Accounts | Users can edit the name and number of Default Statistical Accounts. |
| Update | 12/17/2020 | Vendor Reports (Tax Reports) | Multiple 1099/1096 reports were added and/or updated to reflect the new changes to Tax Forms for 2020. |
| Update | 12/17/2020 | 1099 Setup and Management | Users with the new Secondary Role 'Edit 1099 Information' can update multiple transactions from the '1099 Transactions' saved view, which is located in either the AP Transactions or Bank Transactions List View. |
| Update | 12/17/2020 | Security Role Descriptions | A new Secondary Role called 'Edit 1099 Information' will enable Users to update Vendor information from the AP Transactions and Bank Transactions List View. |
| Update | 12/17/2020 | Updating 1099 Vendor Types | This article explains how to update a Vendor's 1099 Type from 'Company' to 'Individual'. |
| Update | 12/17/2020 | Retained Earnings and Year-End Close Procedures | This article has been updated to reflect the current year-end process. |
| Update | 11/20/2020 | Overtime Rules Groups | Employees can be exempt from over time exemptions via the Employee record. |
| Update | 11/20/2020 | Employee Record | |
| New | 11/19/2020 | BAI File Transmission | This new feature allows Banks to directly connect with R365 so that your financial data is sent over through a secure connection. This direct link will ensure that data is immediately available and populated into your Bank Activity screen without the need for User interaction. |
| Update | 11/19/2020 | Bank Activity | This article lists the three ways financial data from your bank can be brought into R365. |
| Update | 11/19/2020 | R365 OData Connector | This article has been updated to show the new version of the OData Connector. |
| Update | 11/19/2020 | Employee Record | Any Jobs that are marked as 'Excluded From Schedule' will have an '(inactive)' note next to the Job Title on the Employee record. |
| Update | 11/19/2020 | Job Record | |
| Update | 11/19/2020 | Schedule Calendar: Print Options | The Employee's 'Total Hours' for a shift has the option to be removed from the Schedule Calendar when printed. |
| Update | 11/19/2020 | Custom Labor Forecasting: Hourly Forecasting | The Hourly Forecast now displays the Daypart days and times set on the 'Dayparts' tab of the Labor Matrix and includes a 'Delete' option that will remove the generated hourly forecast. |
| New | 11/19/2020 | Journal Entry Type | Manually-created Journal Entries now contain the 'Type' field to more easily concern the nature of the JE. This can then be seen in the 'Type' column located in the Journal Entries, All Transactions, and Transaction Details list views. |
| Update | 11/19/2020 | New Journal Entry | |
| Update | 11/19/2020 | 1099 Setup and Management | Users with the Secondary Security Role of 'Edit 1099 Information' can edit 1099 information on both approved and unapproved transactions from the AP Transactions and Bank Transactions lists. |
| New | 11/11/2020 | Report Subscriptions Overview & Security | Admin Users are now put in control of managing their Users' access to their Organization's data through the new Report Subscriptions feature. Admin Users who have access to the Report Subscription Management page can set, view, and update Report Subscriptions for both system and non-system Users without the need to contact R365 Support. Users can access this page by clicking "Report Subscriptions" next to the Search bar in "My Reports" once their security access is enabled. |
| Report Subscriptions: Creating Report Subscriptions | |||
| Report Subscriptions: Editing Report Subscriptions | |||
| Report Views | |||
| New | 10/28/2020 | Break Rules Groups | Break Rules can be set up to comply with any Company Policy and/or State Laws. |
| Update | 10/27/2020 | Custom Labor Forecasting: Schedule Calendar | Day Parts can also be configured on the Schedule Calendar if any minor changes in Day Parts, Day Part Time Frames, and/or Operating Hours need to be updated. Users who do not have Smart Labor Forecasting are also able to access this feature from the day view. |
| Update | 10/27/2020 | Labor Matrix Setup | Users can create a Labor Matrix by Day Part rather than a single Labor Matrix so that the number of Employees needed for each Sales Range can be configured for each individual Day Part. |
| New | 10/27/2020 | Overtime Rules Groups | Overtime Rules can be created and managed by Location based on each Organization's and/or State's overtime criteria. Only Users with Full Access, Accounting Manager, or Forecasting Admin can create and manage these rules as needed. |
| New | 10/27/2020 | Inventory Variance by Location (report) | This report is a multi-Location AvT report, which can be ran for multiple Locations at one time. |
| Update | 10/27/2020 | Location Record | A new Time Zone field has been added to the General tab of the Location record, allowing for the system to record times for that Location in R365 based on the Location's Time Zone selection. |
| Update | 10/27/2020 | Vendor Record | The new '1099' and 'GL Accounts' tabs have been added to the Vendor Record. Users with either Full Access, Accounting Manager, or Accounting Clerk can map GL Accounts in R365 to GL Account numbers provided by the Vendor. This allows invoices processed through FTP to be automatically setup as 'Entry by Account' in R365. |
| New | 10/27/2020 | 1099 Setup and Management | 1099 setup and functionality has been entirely redone for more accurate tacking of Vendor information in R365. This article reviews how to enter 1099 information in both the Vendor record ('1099' tab) and Legal Entity record for reporting purposes and then how to update unapproved AP Invoices and Credit Memos both individually and in bulk to the desired form, box, and/or 1099 amount as needed. |
| New | 10/8/2020 | Commissary Order History by Location (report) | This report is ran for a single item and displays all of the Locations that ordered the item within the selected parameters. |
| New | 10/8/2020 | Commissary Order History by Item (report) | This report lists all of the items that were ordered and the amount that was received within the time frame selected and for the selected Locations. All items can be drilled into to view the Category History by Location Report for further details. |
| New | 10/8/2020 | Commissary Order History by Category (report) | This report displays the quantity and cost of all orders and the variance between ordered and fulfilled by Category for the selected Locations. Each Category can be drilled into to view the Commissary Order History by Item Report for further details. |
| Update | 10/8/2020 | Commissary: Commissary Orders | Commissary Order Guides can be printed from the Commissary Template to allow Users the ability to write out the On Hand and Order Amounts while walking around the store. |
| Update | 10/8/2020 | R365 Financial Report Writer: Report Packages | Footers can now include up to 250 characters. |
| Update | 10/8/2020 | My Reports: Using 'My Reports' | All of My Reports now include a Public checkbox, which enables a User-created Saved View to be made available to all Users who have access to that report. Additionally, Full Access and Accounting Managers have additional options for making a Saved View defaulted for all Users. Review this training article to learn more about this feature! |
| Update | 10/8/2020 | Scheduling: Schedule Calendar | This is only available to Early Adopters at this time. The Schedule Calendar includes the option to create Day Parts to update the Schedule Calendar and the Labor Matrix Setup, if Custom Labor Forecasting is enabled for your instance. This can be seen from the Day View. |
| Update | 10/8/2020 | Custom Labor Forecasting: Schedule Calendar | |
| Update | 10/8/2020 | Labor Matrix Setup by Day Part | This is only available to Early Adopters at this time. The Labor Matrix can now be set up by Day Part, enabling a more custom design for the amount of Sales vs. the number of Employees needed per Day Part. |
| New | 10/8/2020 | AP Transactions: Document Issues | When an AP Entry User enters in and saves issues for an AP Invoice or Credit Memo from Documents to Process, a new tab will appear called 'Document Issues' that will list all marked issues. These issues will need to be marked as resolved before the transaction can be approved. |