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 Prep | Ready 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 & Security | My 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 | 12/16/2021 | My Workflows | |
| Update | 12/16/2021 | GL Account Detail with Legal Entity (report) | This report can now be grouped by Account, Location, or neither. |
| Update | 12/16/2021 | AR Invoice | Admin Users can inactivate Locations on AR Transactions to avoid entering errors for closed Locations. |
| Update | 12/16/2021 | AR Credit Memo | |
| Update | 12/16/2021 | Location Record | |
| Update | 12/16/2021 | Inactivate a Location | |
| Update | 12/16/2021 | New Commissary Catalog: Page & List Functions | Users 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. |
| New | 12/16/2021 | R365 Payments: 'Not Sent' Payments | Payments 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. |
| Update | 12/16/2021 | Why didn't my R365 Payment go through? | |
| New | 12/16/2021 | R365 Financial Report Writer: Report Viewer | Users 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. |
| Update | 12/16/2021 | R365 Financial Report Writer: Running Reports | |
| New | 11/11/2021 | Punch Edits | Reach out to your CSM for more details on activating this feature. |
| Update | 11/11/2021 | Advanced Close: Fiscal Year | Admin 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 Functions | Flat Rates will have positive values displayed without a plus sign. |
| Update | 11/11/2021 | Inventory Counts: Create and Enter an Inventory Count | When importing an Inventory Count, any item errors will be displayed within the import modal. |
| Update | 11/11/2021 | Multi-Instance Switching | Channel 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. |
| New | 11/11/2021 | Multi-Instance Nicknames | |
| Update | 11/11/2021 | Weekly Sales and Labor Report | This report can be ran based on the year before last rather than just the prior year, if desired. |
| Update | 10/21/2021 | R365 Financial Report Writer: Reports | You can now select whether you want report to be consolidated, broken out by Org Unit, or both when running Custom Financial Reports. |
| Update | 10/21/2021 | Advanced Close: Fiscal Year | You can set saved table views to make review of open and closed periods and modules easier. |
| Update | 10/21/2021 | Schedule Calendar: Scheduling Templates | When 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. |
| Update | 10/21/2021 | Smart Ops Release: Employee Form | Employees marked as 'Inactive' will no longer be required to have their email field updated. |
| Update | 10/21/2021 | Manager Log: Task List Setup | Tasks must have start and due dates set for the same day. |