View new and updated documentation updates for a quick look into recent changes in R365!
Type | Release Date | Title | Description |
| Update | 03/03/2021 | My Reports: Send, Export, or Print Reports | Twenty reports now have the advanced functionality of emailing, exporting, or printing reports in the desired format! View this training article to learn more about this feature and the reports that have it enabled. |
| Update | 03/03/2021 | Account Balance by Location Export (report) | Users have the option to include Stat Accounts when running these reports. |
| Update | 03/03/2021 | Account Balance by Location (report) | |
| Update | 03/03/2021 | GL Account Detail Export (report) | |
| Update | 03/03/2021 | GL Account Detail (report) | |
| Update | 03/03/2021 | Sales vs Labor (report) | This report received a small but powerful upgrade in which the report can be chosen to run based on Daily Sales Summaries or Journal Entries. |
| Update | 03/03/2021 | Labor Punches (report) | A labor report was created and can be downloaded for Whirks, a payroll provider. |
| Update | 03/03/2021 | Vendor Record | Users can update the Vendor listing to include several key 1099 Vendor details for easy review! |
| Update | 03/03/2021 | R365 Messaging Audit Center | These centers received a UI/UX update! They enable the User to stay on the Schedule Calendar while being able to complete their necessary tasks. |
| Update | 03/03/2021 | Scheduling: Managing Requests in the Manager Queue | |
| Update | 01/22/2021 | Employees: Employee App Access | Employees can have App Access enabled/removed in bulk from the Employees listing. |
| Update | 01/22/2021 | Employees: Mark as 'Inactive' | Employees can be marked as 'Inactive' or 'Active' in bulk from the Employees listing. |
| Update | 01/20/2021 | 1099-INT 2020 Printable Form | These reports gained a new Report Parameter called 'Threshold Amount', which will run the report based on the entered minimum payment made to Vendors. |
| Update | 01/20/2021 | 1099-MISC 2020 Printable Form | |
| Update | 01/20/2021 | 1099-NEC 2020 Printable Form | |
| Update | 01/20/2021 | Profit and Loss - Custom Date | A new Report Parameter called 'Calendar' was added, enabling Users to run the report based on either the Fiscal or Operational Calendar. |
| Update | 01/20/2021 | Fiscal Period/Year Setup | A new checkbox called 'Short Year' has been included to mark a year that is shorter than 364 days. This will often be used for Restaurant Locations that opened during the year at some point. |
| New | 01/20/2021 | AP Transactions: Attach from Documents | AP Invoices, AP Credit Memos, and DSS Journal Entries have the option to attach documents from Documents to Process directly from the transaction. |
| Update | 01/20/20201 | User Record | A new field called 'Linked to' enables the User to link a User record with an Employee record directly from the User record. Once an Employee record is selected and the record is saved, this update cannot be undone. |
| Update | 01/20/2021 | Employee Record | |
| New | 01/11/2021 | My Reports: Send, Export, or Print Reports | Reports can be emailed, exported, and/or printed directly from the reporting window. |
| New | 01/04/2021 | R365 Glossary of Terms | This glossary includes several key terms used throughout R365 broken down by topic. |