September 29th, 2022
Schedule Payments ahead of time! The Scheduled Payments feature allows Users to schedule a Payment Run in advance.
The Scheduled Payments feature is only available for customers whose R365 Payments feature was enabled after February 2022.
Manager Tools - Time Off Tab
The Time Off tab has been added on the Manager Tools page. This new tab allows Users to review historical Time Off Requests and view Request details, as well as approve, decline, or cancel Time Off Requests submitted by Employees.
Vendor Record - Option to Print Vendor Number on Check Remittances
An option has been added to the ‘Locations’ tab of the Vendor Record to ‘Print Vendor Account Number on remittance’. This will add the Location-specific Vendor Account Number on the remittance.
Mass DSS Update
The Mass DSS page has been updated! Deposits 3, 4, and 5 are editable fields. Users can edit fields from the Mass DSS page, click 'Save', then see the recalculated Over/Short amounts.
Financial Dashboard - Sharing Saved Views Across Instances
Channel Partners that manage multiple URLs can now share Financial Dashboard Saved Views across all instances! This allows for a customized Financial Dashboard layout to be created in one instance and then shared with clients to use.
Financial Dashboard - Default Date Range
The Financial Dashboard Default Dashboard view now has a default date range of 'Yesterday'. Users will now be able to see the most recent data from the Default Dashboard view.
Item Location Groups - Update
The nested group functionality for assigning Item Location Groups has been updated. Now, assigning a Parent Group to an Item will also assign all of its Child Groups to that Item.
Item Location Groups without Locations assigned can be deleted.
Log Entry - Attachment Viewer
Clicking on an attachment from a Log Entry will open the Attachment Viewer. Here, Users can view, delete, or download the attachments associated with the Log Entry.
Forecasting - Daily Forecasting Layout Changes
The layout of the Daily Forecasting tab has been changed to include a list of all days for the fiscal week. This list shows weekly totals for Forecast, Past Year Sales, and PY Variance.
This list is used to change the week and day being forecasted and replaces the prior navigation options for changing the date being forecasted.
Forecasting - Published Forecast Indicators
The Monthly Forecasting tab will now indicate which tab was used to publish the Forecast:
OT Rules - Weighted Average Overtime Rate
A new setting has been added to the OT Rules setup on the Smart Ops Labor Admin page. When checked, an average OT Premium Rate will be calculated in compliance with FLSA standards.
Reports - Ops Reports Deprecation
The following Reports have been discontinued and will be deprecated in Q3 2022:
- Item Theoretical Variance
- Item Theoretical Cost Analysis
- Item Theoretical Qty
- Item Category Theoretical Variance
- Recipe Cost Breakout
'Available To Mangers' Field Title Change
The functionality of this checkbox has also changed. Now Managers will have access to GL Codes where the checkbox is unchecked.
Employee Record - Layout Changes
Documents to Process - Attach Documents to Existing AP Transaction
Documents can now be attached to existing AP Transactions by clicking the 'Attach to Existing' icon in the bulk edit menu.
Existing Purchased Items and Recipe Items can now be viewed in Smart Ops on the Items page. Here, Users can view Items and edit Item details.
Users can view a listing of all 'In Progress', 'Complete', and 'Approved' Waste Logs from the Waste Log screen. When creating a new Waste Log, Users can select a Waste Template for the selected Location and easily navigate between Items.
Entree Forecasting is used for Labor Forecasting. Forecasting by Entrée (rather than sales dollar) provides a productivity measure (Entrees Per Labor Hour - EPLH) that can be used across Locations regardless of differences in sales volume, seasonality, or Menu Item price variability.
Notifications are now available to alert Users of information that may need their attention. Users will be notified via the Notification Window, email, and SMS.
The Notifications feature is available by request. Please contact your CSM or R365 Support to learn how Notifications can enhance your R365 experience!
- Note: Notifications require that the Smart Ops Manager Log is enabled.