September 15, 2021

See trends faster and get all the financials you need in one place, at a glance with the Financial Dashboard

Customers with Custom Financial Reports (CFR) now have access to the financial dashboard which puts fresh, visualized data from multiple reports in one place. 


Widgets include:

  • Income vs. Cost of Goods Sold
  • Profit
  • Gross Profit Margin
  • Balance Sheet
  • Profit and Loss


Features Include:

  • Filter by location
  • Choose from a variety of date ranges
  • Compare numbers to any year for which you have data in R365
  • Shortcuts to invoices, reports, and journal entries 
  • Alerts for invoices and journal entries that need your approval
  • Drag and drop upload of documents into the Documents to Process queue
  • Drag and drop to rearrange widgets


See supporting documentation for more information



Avoid costly labor violations with Minor Rules

Above-store managers can now create rules that will help store managers avoid scheduling minors for hours that would violate state or federal laws. 


Above-store managers can create as many rules as needed. For each rule they can:

  • Specify in-school date ranges
  • Create multiple school break date ranges
  • Have multiple age ranges, such as >18 and >16
  • Specify max work hours/days for in-school and off-school dates
  • Select multiple locations for each rule


Store managers will:

  • Easily see which employees are considered minors with a red dot next to the employees’ profile picture
  • See a warning if they try to publish a schedule that includes any violations to the minor rules
  • See a warning if a shift trade or claim would cause a violation of the minor rules 


See supporting documentation for more information




Save time with Preset Allocations

Accounting admins are now able to create preset allocations by specifying the percentage that should be spread across multiple GL accounts and locations. Accounting clerks can use these preset allocations to save time when entering invoices and standard journal entries rather than manually entering the allocation each time. See supporting documentation



August 25, 2021

Reduce errors by inactivating closed locations

Keep historical data on closed locations while preventing them to be selected in future transactions and journal entries. You have flexibility with the ability to inactivate the location for use in AP invoices, AP credit memos, or journal entries. For example, if you just closed a location, you may want to continue using the location for AP invoices until all invoices for that location have been paid. See supporting documentation




Custom Financial Reports: Analyze accounts by Org Unit with new row filters

For customers who have Custom Financial Reports (CFR), you can now filter rows by org unit. One of the many benefits of this new feature is it allows you to include rows of the same account, filtered to any combination of locations or Org Units. See supporting documentation




Save time with Labor Dashboard saved views

Save the locations and settings you prefer so you don’t have to re-select them each time you look at the Labor Dashboard. Simply make any adjustments you like to the view of your dashboard, save the view, and select it as the default view. See supporting documentation   



July 27, 2021

Get reports with the exact date range you need directly in your inbox with the new relative date range option for Report Subscriptions

Some standard “My Reports” require fixed dates in the report parameters when running the reports manually. This made it difficult to get fresh data when subscribing to those reports. For these types of reports, you can now select relative start and end dates which will automatically change the date range depending on the subscription schedule. This means you will get fresh data without having to change the date parameters manually. See supporting documentation




Custom Financial Reports

For customers who have Custom Financial Reports (CFR), there is a new “type” column which has options for how the value will be returned for the selected row. Types include:

  • Default: the same as on individual (non-combination) reports
  • Beginning Balance: the sum of the beginning balance (as of the day before the time frame start)
  • Net Change: the net change for the column’s set time frame


Report row types can be updated individually or in bulk. See supporting documentation



Custom Financial Reports: No need to change the sign direction for YTD Income

For customers who have Custom Financial Reports (CFR), you no longer need to manually change the sign direction for YTD/Net Income options. The sign direction for these options will default to the correct setting moving forward and existing sign direction will remain the same. 

July 6, 2021

Save time on common transactions between GL accounts with allocation templates

Create templates for common transactions between GL accounts to avoid manual calculations and entry. Easily create a GL Allocation Template by selecting a source account and one or multiple destination accounts. For example, if you have an “undistributed funds” account that is commonly split between multiple “partner draw” accounts, this feature will allow you to create a template that calculates the percentages and creates the journal entries with the click of a button. See supporting documentation