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


Type
Release Date
Title
Description
Update
9/30/2021My Reports: Send, Export, and Print ReportsAll of 'My Reports' can be emailed, exported, or printed directly from the the Quick Run button. To do so, simply click the down arrow portion of the button and select the desired option.
Update
9/30/2021
Schedule Calendar: Print OptionsSchedulers how have the option to print the upcoming Schedule Calendar in Portrait rather than Landscape.
Update9/30/2021Financial Dashboard Overview & SecurityThe Financial Dashboard received some UI updates as well as the addition of two new Dashboard Widgets: Sales vs Labor and Cash Balance. Review these articles to learn of the extent of the update!
Update
9/30/2021
Financial Dashboard: Dashboard Widgets
Update9/30/2021Financial Dashboard: Date Settings
Update9/30/2021Financial Dashboard: Customize the Dashboard
Update
9/30/2021
GL Allocation Templates Overview & SecurityGL Allocation Templates can be created and used to track intercompany transactions in R365.
Update
9/30/2021
GL Allocation Templates: Create and Edit a Template
Update
9/30/2021
GL Allocation Templates: Use a Template
Update
9/30/2021
Intercompany Transactions
New9/30/2021
QuickBooks Online IntegrationUsers with QuickBooks Online can integrate directly with R365, allowing financial data to be transferred to QBO with a click of a button.
New9/30/2021
Why can't I change the Primary Location on an Employee record?
This FAQ reviews how to fix any errors when trying to update an Employee's Primary Location.
Update9/21/2021Commissary Forecast (report)This report gained a more advanced algorithm to calculate the amount of an item is needed by the Commissary Location.
Update9/21/2021Classic Commissary: Commissary OrdersCommissary Entry Users will need to select their Ordering Location and the Order Guide before creating a new Commissary Order.

New
9/21/2021New Commissary Overview & SecurityThe New Commissary module is out to Early Adopters who have already begun utilizing the Smart Ops Release. This new module is designed specifically for Commissary Locations to have more control over the Items and Order Guides available to their Ordering Locations. These Ordering Locations will then order using the Classic Commissary module.

New
9/21/2021New Commissary Catalog: Page and List Functions

New
9/21/2021New Commissary Catalog: Add and Manage Items
New
9/21/2021New Commissary: Order Guides
New9/21/2021New Commissary: Ordering Locations
New
9/15/2021Admin Page: Minor RulesMinor Rules can now be created to record the Federal and State Laws put in place to protect Employees under 18 years of age. 
New9/15/2021Schedule Calendar: Minor RulesViolation Warnings will appear on the Schedule Calendar when creating or publishing a Shift that is outside of the Rule's set time constraints. Violation warnings will also appear when an Employee trades or claims a Shift that pushes them outside of the time constraints set for a Minor Rule.
New9/15/2021Preset Allocations Overview & SecurityA Preset Allocation is a predetermined spread of a transaction amount to set GL Accounts based on preset allocation percentages. When Preset Allocations are created and enabled for AP Invoices, Standard Journal Entries, or both, they can be put in use directly from their transaction forms. Review these articles to learn more about this feature!
New9/15/2021
Preset Allocations: Create and Edit an Allocation
New9/15/2021
Preset Allocations: Use an Allocation
New9/15/2021
Preset Allocations: Mark as '(In)Active'
New9/15/2021
Manager Tools: Announcements
These Smart Ops forms, along with Minor Rules, now have the ability to open a new form when the 'Create Another' box is checked before saving.
New9/15/2021
Manager Tools: Blackout Days
New9/15/2021
Manager Tools: Events
New9/15/2021
Admin Page: Overtime Rules
New9/15/2021
Admin Page: Break Rules
Update
8/19/2021Financial Dashboard Overview & SecurityThe R365 Financial Dashboard provides the financial health of your organization through various reporting widgets. Users are provided access to this dashboard by an Admin User who enables certain widgets to appear for the User. Once a User has access to widgets, they will be able to open the dashboard, adjust the date settings to review financial data, rearrange the dashboard, and even jump into certain reports or transaction lists directly from the dashboard. Learn all this feature has to offer and how you can enable it for your database today!
New8/19/2021
Financial Dashboard: Dashboard Widgets
New 8/19/2021
Financial Dashboard: Customize the Dashboard
New8/19/2021
Financial Dashboard: Date Settings
New8/19/2021Inactivate a LocationDisable the ability for a Location to appear on selected transactions when checked on the 'Status' tab of the Location record.
New8/19/2021Labor Dashboard: Saved ViewsUsers can now create custom Saved Views of the Labor Dashboard by updating board settings, Locations, and widgets. Once Saved Views are set, Users can navigate between multiple views of the data with ease and can add, update, or delete views as needed.
Update8/19/2021R365 Financial Report Writer: Report Rows
Report rows can now be filtered by Org Unit from the 'Options' column.
Update8/19/2021Inventory Counts: Create and Enter an Inventory CountYou can use the following operations when entering in a count: addition, subtraction, multiplication, and division. These can used to properly calculate a count in real time.
New7/26/2021Report Subscriptions: Date Settings
Report Subscriptions now display a selected report's Date Settings, which can be updated as needed to pull the desired date/date range's data.
New7/26/2021R365 Financial Report Writer: Combination ReportsCombination Reports include a 'Row Type' column where the column will return the selected value for the row (Default Value, Beginning Balance, or Net Change). Additionally, a new Dynamic Row Group of 'Net Income' is available to display this value in the report.
Update7/26/2021Rule Vault Overview & SecurityOver Q3 2021, all Customers will gain access to the Rule Vault – an enhanced Bank Rule future where creating and managing rules is a lot easier.
Update7/26/2021My Reports: Send, Export, or Print ReportsAll reports in 'My Reports' now have the advanced functionality of sending, exporting, and printing the report from within the reporting window.
New
7/07/2021
GL Allocation Templates Overview & Security

Admin Accounting Users can create custom-made Journal Entry templates that allocate one Source GL Account to one or more Destination Accounts. This can be beneficial for an equity distribution or any time amounts need to be spread to other accounts.

    


GL Allocation Templates: Create and Edit a Template
GL Allocation Templates: Use a Template
GL Allocation Templates: Mark as '(In)Active'
GL Allocation Templates: Allocation Calculator
New7/07/2021
Payroll Common PayerThis is currently available to Early Adopters only. The Payroll Common Payer feature will enable one Legal Entity to serve as the Common Payer, or Parent Legal Entity, for one or more Child Legal Entities. View this training article to learn more about this feature.
Update7/07/2021
POS Mapping ToolThe POS Account Management page was renamed to the POS Mapping Tool. Review this article for more information on the POS Mapping Tool.
Update7/07/2021
User PreferencesA new default toggle was added to User Preferences to enable/disable the grid location to default to the header location.
New7/07/2021
Daily Sales: Review Summary Transactions The 'Paid Outs' and 'House Account' tabs on the Transactions Step of the Daily Sales (Smart Ops Release) have editable fields to assist in mapping Cost Categories and Customers, respectively.
New07/07/2021
Daily Sales: Review Summary DepositsDue to the Transactions step enhancements, the Review Summary steps were broken out into their own individual articles.
Daily Sales: Review Summary Labor
Update07/07/2021Schedule Calendar: Print OptionsWhen 'Total Hours' is toggled on, each Employee's daily total hours as well as overtime hours will be displayed.
Update7/07/2021
Scheduling: Managing Requests in the Manager QueueShift Trades and Shift Offers will list the Requesting and Receiving Employee's scheduled hours after the trade/offer. This amount will include overtime hours (if applicable), which can help the Manager determine if the request should be approved or denied.
Update
7/07/2021
Job RecordWhen the Job Record (Classic) or Job Form (Smart Ops) is initially saved, the location field will become read-only to all Users.
Job Form
Update
7/07/2021
Location RecordThe 'Enable R365 Messaging' and 'Exclude From Scheduling' checkboxes are hidden if Scheduling isn't enabled for a database.
Update7/07/2021
Daily Roster Report Includes the additional parameters that will show or hide Daily Hours, Weekly Hours, and Overtime Warnings.
New7/07/2021
Cash Flow Side by SideThis new report lists the Cash Flow report for each year or Legal Entity side by side for an easier comparison.
Update7/07/2021
Above Store AvTThis report now allows the ability to drill into the category to see by location.