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


Type
Release Date
Title
Description
Update
12/16/2021
1096 PrepReady for Year End? No worries – we have you covered! Check out these reports to help you with Year End when your organization is ready to close out the year.
Update
12/16/2021
1096 Printable Form
Update
12/16/2021
1099 Export
Update
12/16/2021
1099 - INT Printable Form
Update
12/16/2021
1099 - MISC Printable Form
Update
12/16/2021
1099 - NEC Printable Form
Update
12/16/2021
Workflows Overview & SecurityMy Workflows received a new design and now allows Users to view Invoices while approving them. In addition to this, a new Secondary Security Role was added to prohibit Users from viewing upcoming approvals until they are ready for review.
Update 12/16/2021My Workflows
Update
12/16/2021GL Account Detail with Legal Entity (report)This report can now be grouped by Account, Location, or neither.
Update12/16/2021
AR Invoice
Admin Users can inactivate Locations on AR Transactions to avoid entering errors for closed Locations.
Update12/16/2021AR Credit Memo
Update12/16/2021
Location Record
Update12/16/2021
Inactivate a Location
Update12/16/2021
New Commissary Catalog: Page & List FunctionsUsers can complete bulk updates from the Catalog grid by selecting any number of items and then choosing the desired action from the toolbar menu that appears in the bottom of the grid.
New12/16/2021R365 Payments: 'Not Sent' PaymentsPayments may at times not send due to a User closing out of the Payments window too soon or having connection issues at the time the payment was sent. Rather than voiding and recreating the payment, Users can now resend payments from the Payment window's 'Action' menu.
Update12/16/2021Why didn't my R365 Payment go through?
New12/16/2021
R365 Financial Report Writer: Report ViewerUsers who run Custom Financial Reports now have the option of re-running a report from the Report Viewer window. This can be done by clicking the 'Re-Run Report' button that is displayed in the top, right corner of the window. This can be beneficial to use when data is updated after the report is ran.
Update12/16/2021R365 Financial Report Writer: Running Reports
New11/11/2021
Punch EditsReach out to your CSM for more details on activating this feature.
Update11/11/2021
Advanced Close: Fiscal YearAdmin Users have the ability to mark a fiscal period and/or module as 'Limited', which will allow only Users with the Secondary Security Role of 'Access Limited Periods' to edit and enter transactions.
Update
11/11/2021
Financial Dashboard: Date Settings
Users can run the dashboard for a custom date range in addition to preset time frames.
Update
11/11/2021
Location Record
Custom Overtime Rules can be used to calculate overtime in R365 rather than the POS. To do this, the 'Overtime Tracking' setting will need 'R365 OT Rules' selected on the Location record.
Update
11/11/2021
New Commissary Catalog: Page and List FunctionsFlat Rates will have positive values displayed without a plus sign.
Update
11/11/2021
Inventory Counts: Create and Enter an Inventory CountWhen importing an Inventory Count, any item errors will be displayed within the import modal.
Update
11/11/2021
Multi-Instance SwitchingChannel Partner Admin Users have the ability to create instance nicknames for their Customers' databases. These nicknames will then be applied throughout the system so that Users can better reference Customer instances rather than by their database domain.
New11/11/2021Multi-Instance Nicknames
Update
11/11/2021Weekly Sales and Labor Report
This report can be ran based on the year before last rather than just the prior year, if desired.
Update10/21/2021R365 Financial Report Writer: ReportsYou can now select whether you want report to be consolidated, broken out by Org Unit, or both when running Custom Financial Reports.
Update10/21/2021
Advanced Close: Fiscal YearYou can set saved table views to make review of open and closed periods and modules easier.
Update10/21/2021
Schedule Calendar: Scheduling TemplatesWhen selecting a Scheduling Template, the system will compare the set shifts against any availability changes or time off requests. Any shifts that are in conflict with these will then move to the 'Unassigned Shifts' section of the Schedule.
Update10/21/2021
Smart Ops Release: Employee FormEmployees marked as 'Inactive' will no longer be required to have their email field updated.
Update10/21/2021
Manager Log: Task List SetupTasks must have start and due dates set for the same day.