View new and updated documentation updates for a quick look into recent changes in R365!
Type | Release Date | Title | Description |
| Update | 9/30/2021 | My Reports: Send, Export, and Print Reports | All 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 Options | Schedulers how have the option to print the upcoming Schedule Calendar in Portrait rather than Landscape. |
| Update | 9/30/2021 | Financial Dashboard Overview & Security | The 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 | |
| Update | 9/30/2021 | Financial Dashboard: Date Settings | |
| Update | 9/30/2021 | Financial Dashboard: Customize the Dashboard | |
| Update | 9/30/2021 | GL Allocation Templates Overview & Security | GL 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 | |
| New | 9/30/2021 | QuickBooks Online Integration | Users with QuickBooks Online can integrate directly with R365, allowing financial data to be transferred to QBO with a click of a button. |
| New | 9/30/2021 | 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. |
| Update | 9/21/2021 | Commissary Forecast (report) | This report gained a more advanced algorithm to calculate the amount of an item is needed by the Commissary Location. |
| Update | 9/21/2021 | Classic Commissary: Commissary Orders | Commissary Entry Users will need to select their Ordering Location and the Order Guide before creating a new Commissary Order. |
New | 9/21/2021 | New Commissary Overview & Security | The 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 | 9/21/2021 | New Commissary Catalog: Page and List Functions | |
New | 9/21/2021 | New Commissary Catalog: Add and Manage Items | |
| New | 9/21/2021 | New Commissary: Order Guides | |
| New | 9/21/2021 | New Commissary: Ordering Locations | |
| New | 9/15/2021 | Admin Page: Minor Rules | Minor Rules can now be created to record the Federal and State Laws put in place to protect Employees under 18 years of age. |
| New | 9/15/2021 | Schedule Calendar: Minor Rules | Violation 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. |
| New | 9/15/2021 | Preset Allocations Overview & Security | A 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! |
| New | 9/15/2021 | Preset Allocations: Create and Edit an Allocation | |
| New | 9/15/2021 | Preset Allocations: Use an Allocation | |
| New | 9/15/2021 | Preset Allocations: Mark as '(In)Active' | |
| New | 9/15/2021 | 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. |
| New | 9/15/2021 | Manager Tools: Blackout Days | |
| New | 9/15/2021 | Manager Tools: Events | |
| New | 9/15/2021 | Admin Page: Overtime Rules | |
| New | 9/15/2021 | Admin Page: Break Rules | |
| Update | 8/19/2021 | Financial Dashboard Overview & Security | The 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! |
| New | 8/19/2021 | Financial Dashboard: Dashboard Widgets | |
| New | 8/19/2021 | Financial Dashboard: Customize the Dashboard | |
| New | 8/19/2021 | Financial Dashboard: Date Settings | |
| New | 8/19/2021 | Inactivate a Location | Disable the ability for a Location to appear on selected transactions when checked on the 'Status' tab of the Location record. |
| New | 8/19/2021 | Labor Dashboard: Saved Views | Users 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. |
| Update | 8/19/2021 | R365 Financial Report Writer: Report Rows | Report rows can now be filtered by Org Unit from the 'Options' column. |
| Update | 8/19/2021 | Inventory Counts: Create and Enter an Inventory Count | You 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. |
| New | 7/26/2021 | Report 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. |
| New | 7/26/2021 | R365 Financial Report Writer: Combination Reports | Combination 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. |
| Update | 7/26/2021 | Rule Vault Overview & Security | Over 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. |
| Update | 7/26/2021 | My Reports: Send, Export, or Print Reports | All 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.
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| 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 | |||
| New | 7/07/2021 | Payroll Common Payer | This 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. |
| Update | 7/07/2021 | POS Mapping Tool | The POS Account Management page was renamed to the POS Mapping Tool. Review this article for more information on the POS Mapping Tool. |
| Update | 7/07/2021 | User Preferences | A new default toggle was added to User Preferences to enable/disable the grid location to default to the header location. |
| New | 7/07/2021 | 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. |
| New | 07/07/2021 | Daily Sales: Review Summary Deposits | Due to the Transactions step enhancements, the Review Summary steps were broken out into their own individual articles. |
| Daily Sales: Review Summary Labor | |||
| Update | 07/07/2021 | Schedule Calendar: Print Options | When 'Total Hours' is toggled on, each Employee's daily total hours as well as overtime hours will be displayed. |
| Update | 7/07/2021 | Scheduling: Managing Requests in the Manager Queue | Shift 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 Record | When 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 Record | The 'Enable R365 Messaging' and 'Exclude From Scheduling' checkboxes are hidden if Scheduling isn't enabled for a database. |
| Update | 7/07/2021 | Daily Roster Report | Includes the additional parameters that will show or hide Daily Hours, Weekly Hours, and Overtime Warnings. |
| New | 7/07/2021 | Cash Flow Side by Side | This new report lists the Cash Flow report for each year or Legal Entity side by side for an easier comparison. |
| Update | 7/07/2021 | Above Store AvT | This report now allows the ability to drill into the category to see by location. |