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


Type
Release Date
Title
Description
New6/23/2021Enabling Automatic Updates to the R365 Red AppAre you finding that mobile updates are released to your device later than expected? This may be due to the fact that your device's Automatic App Updates settings are disabled. Learn more about how to enable automatic updates from this training article.
New6/15/2021Financial DashboardThis is currently only available for Early Adopters. The Financial Dashboard lists a variety of widgets that display a high level overview of each Location's financial health. Easy-to-read widget contain progress bars, percentages, and distinguished icons to discern how your company is doing for a given day, date range, month, period, or year. Additionally, action items are included with the greeting so that the User will know immediately if any items need attention in 'My Workflows'.
Update6/17/2021
AP Invoice FormNew Keyboard Shortcuts were released to enable Users a more efficient entry of Locations within the 'Details' grid of each form.
Update6/17/2021
New Journal Entry
New
6/15/2021
New Purchase Orders: Cancel an Order
This is available for the Purchase Orders feature within the Smart Ops Release only. Submitted Orders can be canceled at any time by clicking the 'Undo Send' button. Once clicked, the Vendor Representative will need to be contacted to officially cancel the order on the Vendor's end.
New6/15/2021
Documents to Process: Uploading Files via the R365 Red AppSelect Users can now upload files and/or photos to Docs to Process from within the R365 Red App!
Update6/15/2021
Forecasting List: Monthly ForecastingThe Monthly Forecast within the Smart Ops Release (only) now includes two additional 'Start With' options to aid your Organization in creating an accurate forecast based on the most relevant data.
New6/15/2021
R365 MarketplaceOver the next week, Marketplace will be released to all instances. This page lists all add-on products created by R365 and R365's Partners. Find the right tools for your Organization as you need it from Marketplace.
Update6/15/2021
Schedule Calendar: Print Options
The 'Home Store Only' and 'Schedule Employees' options have been removed from under 'Employee' and added to the 'Print Fields' section so that it can be used when printing by both 'Departments' and 'Jobs'.
New6/4/2021What should I consider when changing POS Systems?Thinking about changing your POS System? Review this article to learn the steps that should be taken for a smooth integration.
New6/3/2021
Waste Logs Overview & SecurityThe Waste Logs feature is available to Users who currently have the Smart Ops Release upgrade. Waste Log Templates can be printed and posted throughout the kitchen to track waste throughout the day and then used to auto-populate and enter a Waste Log at the end of the day. Waste Logs can have items added on the fly, and once marked as 'Completed', Admin Users can review and approve Waste Logs to ensure that the depletion of your inventory is tracked accurately.
New6/3/2021
Waste Logs: Create and Edit a Waste Log Template
New6/3/2021
Waste Logs: Create and Enter a Waste Log
New6/3/2021
Waste Logs: Approve a Waste Log
New
5/11/2021Rule Vault Overview & SecurityThis feature is currently available to Early Adopters. The original Bank Rules feature has been upgraded to a more advanced way of building and managing Bank Rules. Learn more about this feature by reviewing the corresponding links!
New
5/11/2021
Rule Vault: Create a Rule
New5/11/2021
Rule Vault: Edit a Rule
New5/11/2021
Rule Vault: Mark as '(In)Active'
New5/11/2021
Rule Vault: Default Matching Rules
Update5/11/2021
AP Invoices Overview & SecurityRestrictions/clarifications were made to the Restaurant Manager Security Role in regards to this AP Invoices V2 feature.
Update5/11/2021
Franchisee Location (Stores)A new Charge Type was added to enable Franchisors to bill for a '% of Sales Minus Account', or the % of Franchisee Daily Sales minus selected GL Account(s)
New5/11/2021
Smart Ops Release on Tablet
Users are now able to access the Smart Ops Release on Tablet!
Update5/11/2021
Smart Ops Release: Labor Dashboard
A new widget was added to the Labor Dashboard that displays a donut graph of the amount of selected stores that have published their schedules for the chosen week. Users can open any of these Locations' Schedules directly from this widget
Update5/11/2021
Flash ReportA new report parameter called 'YoY Comparison' now enables Users to run the report based on last year's sales or sales from 2 years ago.
Update
5/11/2021
Flash Report - Advanced
Update
5/11/2021
Daily Sales Report
Update
5/11/2021
Extended Daily Sales
Update
5/11/2021
Weekly Review - Location
New5/11/2021
Paycom Payroll TAI03 File
This new Payroll download was created specifically for Paycom Pay and includes employee labor totals rather than labor punches.
New5/10/2021Submitting a Product IdeaHave an idea about an R365 product update? Let us know! This article reviews the process of submitting ideas through the R365 Idea Portal.
Update4/13/2021Report Subscriptions: Creating Report SubscriptionsReports can now be sent as CSV, TXT, and XML.
New4/13/2021Weighted AverageWhen selecting the Costing Method for the Above-Store Actual versus Theoretical Analysis, one of the options is Weighted Average. Weighted Average is a more precise calculation that will display cost per unit.
New4/13/2021Above-Store Actual versus Theoretical Analysis
This new report will pull count data nearest to and between the selected date range to display costs and item quantities. View this report to find any large variances, which can then be further reviewed by drilling into each listed item. 
Updates4/13/2021My Reports: Send, Export, or Print ReportsThe following Reports received the advanced functionality of sending, exporting, or printing reports in a customized fashion:
New4/13/2021Smart Ops Release ArticlesWe are kicking off Quarter 2 with the ability to access Smart Ops Release articles, which review the upgrades made to our current Operations module. Throughout Q2 and part of Q3 2021, customers will have their database upgraded to this new experience. Talk to your Customer Success Manager to learn when you will get it!