View new and updated documentation updates for a quick look into recent changes in R365!
|New||6/30/22||AP Center: Overview & Security||The AP Center makes AP processing easier by gathering all of the AP processes into one place.|
The AP Center consists of 4 tabs. Each tab contains information and actions for one step of the process:
|New||6/30/22||AP Center: Documents Queue|
|New||6/30/22||AP Center: Awaiting Approval|
|New||6/30/22||AP Center: Ready for Payment|
|New||6/30/22||AP Center: Payment Runs|
|Update||6/30/22||Financial Dashboard: Customize the Dashboard||Hide $0 balance setting added. When toggled on, GL Accounts with $0 balances will be hidden on the Balance Sheet and P&L widgets.|
|Update||6/30/22||Forecasting: Monthly Forecasting||Forecast Import added.|
Through a simple template, monthly Forecasts can be uploaded for one or more Locations.
|Update||6/30/22||Inventory Counts: Review and Approve an Inventory Count||Item Counts can now be edited on the Item Detail tab. The count adjustment window allows for adjusting Item Counts for all U of M and Storage Locations associated with the Item.|
|Update||6/30/22||Till Management: Overview & Security||Custom dates can be selected when reviewing Till Counts. Dates where Till Counts have not been fully processed will be indicated with a red dot.|
|New||6/16/22||Security & Permissions: Overview & Security||Security and Permissions page has been added. This new page has tabs for User Roles, Report Roles, and password restrictions.|
The User Roles tab can be used to view and assign Users to Security Roles.
The Report Roles tab has new UI for setting up Report Roles and assigning Users.
The Passwords tab has the same functionality as the legacy Passwords Policy page.
The legacy Report Roles & Password Policy pages have both been deprecated.
|New||6/16/22||Security & Permissions: User Roles|
|New||6/16/22||Security & Permissions: Report Roles|
|New||6/16/22||Security & Permissions: Passwords|
|New||6/16/22||Purchased Item Record: Layout Changes||Purchasing tab has been removed.|
‘Default Purchase U of M’ has been replaced with ‘Reporting U of M’
'Reporting U of M' and ‘Key Item’ are now on the General tab
'Cost Update Method' is now on the Inventory Cost tab. This field is also required to save new Items.
Par Qty, Brand, and Yield Percent are deprecated and no longer available.
|Update||6/16/22||Purchased Item Record|
|Update||6/16/22||Adding a New Purchased Item|
|Update||6/16/22||Recipe Item Record|
|Update||6/16/22||Sale Item Record|
|Update||6/16/22||Logbook: Logbook Settings||Custom Categories can now be created for the Logbook.|
|New||6/16/22||Tip Management||When enabled on the Location Record, Tip Import will be available on the Smart Ops DSS.|
This feature allows Users to indicate if tips were already paid out in cash or if they should be paid on paychecks. Users can also distribute tips between tipped employees.
Requires that Punch Edits are also enabled.
|Update||6/16/22||Daily Sales: Review Summary Labor||Tip Import step added|
|Update||6/16/22||Location Record||Enable Tip Import setting added to the Location Record when Punch Edits are enabled.|
|Update||6/16/22||Smart Ops: Job Form||Tip Designation field added to the Job Record when Tip Import is enabled for the Location associated with the Job.|
The Tip Designation field determines which Jobs are available for Tip Import.
|Update||6/16/22||Classic Job Record|
|Update||6/16/22||Inventory Counts: Create and Edit an Inventory Template||A search bar has been added to the Storage Location section of the Inventory Template form. This search bar will filter for Items in all Storage Locations on the Inventory Template.|
|Update||6/16/22||New Purchase Orders: Overview||Purchase Orders can be deleted, submitted, or unsubmitted in bulk from the Orders page.|
Purchase Order Templates can be deleted in bulk from the ‘Templates’ tab of the Orders page.
|Update||6/16/22||New Purchase Orders: Create and Edit a Purchase Order Template||Purchase Items can be added to Purchase Orders and Templates by entering the Vendor Number into the Vendor Item field.|
|Update||6/16/22||New Purchase Orders: Create and Edit a Purchase Order|
|Update||6/16/22||Paying Your Vendors||Batch Code column added to the AP Transaction list to assist with troubleshooting of processed Payments.|
|Update||6/16/22||R365 Payments: Initial Setup||Vendors with all of the following fields already entered when R365 Payments is enabled will be automatically switched over to R365 Payments as their Payment Method:|
|Update||5/11/22||Above-Store Actual vs Theoretical Analysis||Efficiency can now be viewed on the report in the new ‘Efficy %’ column.|
|Update||5/11/22||AP Invoices: Alerts and Unlinked Items||Threshold Violations are now highlighted in red on the ‘Details’ tab for Smart Ops Invoices. Hovering over the bell icon will provide detailed information about the Threshold Violation.|
|New||5/11/22||Inventory Counts: Print Count Review Report||Cost Account information is now provided below the Inventory Account information. This article also includes navigation steps and report details.|
|Update||5/11/22||Inventory Counts: Create and Enter an Inventory Count||The Search Bar can now be used to search for Item Numbers that are defined on the Purchase Item Record or Recipe Item Record. The number will show when hovering over the Item.|
|Update||5/11/22||Inventory Counts: Create and Edit an Inventory Template|
|Update||5/11/22||Keyboard Shortcuts||New shortcuts for use with Smart Ops Inventory Counts.|
|Update||5/11/22||Home Page||A new setting menu is available for the Daily Sales Metrics to toggle between displaying Net Sales and Gross Sales. Changing the setting will impact Total Sales, Labor %, SPLH, and the Sales and Labor Comparison Chart.|
|Update||5/11/22||Custom Sales Forecasting: Customizing a Forecast||Past and future days with zero dollars are now automatically excluded in Forecast calculations. These days can be manually added back in through customizing the Forecast.|
|Update||5/11/22||Custom Sales Forecasting Overview & Security||If all days are unselected when customizing a Forecast, the calculated Forecast will default to the last non-zero day.|
|Update||5/11/22||Custom Sales Forecasting: Customizing a Forecast|
|Update||5/11/22||Smart Ops Release: Labor Dashboard||By default the Ops Dashboard and Labor Dashboard will exclude unpublished shifts in Overtime Hours and Hourly Labor Analysis calculations. Unpublished shifts can be included by toggling the 'Exclude Unpublished Shifts' setting in the settings menu.|
|Update||5/11/22||Smart Ops Release: Operations Dashboard|
|Update||5/11/22||Log Entries: Create and Edit a Log Entry||By default, Users are only able to edit Log Entries that they created.|