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


TypeRelease DateTitle Description
Update9/29/22Item Location Groups

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. If no other Item Location Group is assigned to an Item associated with the deleted Group, the Item will revert to ‘All Locations’

 
New
9/29/22Manager Tools: Time Off Tab

The Time Off grid is being added as a new tab on the Manager Tools page

This 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


Update9/29/22Manager Tools: Overview
New9/29/22Financial 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.

New9/29/22Scheduled Payments

The Scheduled Payments feature allows Users to schedule a Payment Run in advance. 


Unless the Scheduled Payment is Cancelled or Rescheduled, Scheduled Payments will be sent to R365 Payments at 8am CST on the scheduled date.


New9/29/22Cancelling a Scheduled Payment Run
New9/29/22Rescheduling a Scheduled Payment Run
Update9/29/22Vendor Record

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.


Update9/29/22Mass DSS Review

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.




TypeRelease DateTitleDescription
Update8/30/22Forecasting: Daily Forecast

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.


Update8/30/22Custom Sales Forecasting Overview
Update8/30/22Forecasting: Monthly The Monthly Forecasting tab will now indicate which tab was used to publish the Forecast.
Update8/30/22Admin Page: Labor MatrixAdditional information added to clarify how setting the Restaurant Operating Hours on the Labor Matrix impacts the Labor widgets for the Operations Dashboard
Update8/30/22Operations Dashboard
New8/30/22Log Entries: Attachment ViewerClicking 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.
Update8/30/22Vendor RecordThe title for the ‘Available to Mangers' checkbox on the GL Account Record, Bank Account Record, and Vendor Record is changing to: ‘Restricted Access - usage’

The functionality of this checkbox has also changed. Now Managers will have access to GL Codes where the checkbox is unchecked. 
Update8/30/22GL Account Record
Update8/30/22Bank Account Record
Update8/30/22GL Accounts: Restricted Access Usage
Update8/30/22Item Location GroupsUpdated Item Location Group configuration information.

Item Location Groups can be applied to both Purchased Items as well as Recipes. When mapping Vendor Items, mapping or editing Recipes, or editing Inventory Counts and Templates, Users will only be able to see Items where the Location Group contains one or more Locations that they have access to.
Update8/30/22Smart Ops Items Page
New8/30/22Fixed Assets: Adjusting the Acquisition CostClarification on the process for adjusting the Acquisition Cost of active Fixed Assets. 
Update8/30/22Fixed Assets: Asset Record
Update8/30/22Purchase and Inventory Reports OverviewThe following Reports have been discontinued and will be removed next release:

  • Item Theoretical Variance
  • Item Theoretical Cost Analysis
  • Item Theoretical Qty
  • Item Category Theoretical Variance
  • Recipe Cost Breakout
Update8/30/22Admin Page: Overtime RulesA 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.
New8/30/22R365 Red App Layout Changes
The R365 Red App Navigation menu was changed to create more streamlined access to the R365 Red App functions. The new Mobile Navigation menu no longer features the Manager/Employee toggle, and now only displays functions that reflect the User's permissions. These functions are listed in expandable menus.
New8/30/22R365 Red App: Manager Schedule ViewUsers with Scheduler permissions can now access a Manager View of the Schedule.

Scheduling Managers can view the Restaurant Schedule and filter by Job Code and Location.



TypeRelease DateTitleDescription
New8/11/22Employee Record - Layout ChangesIn August of 2022, the Smart Ops Employee Record will receive a new layout. This layout change includes renaming tabs and combining legacy tabs into new ones.
Update8/11/22Smart Ops: Employee Record
New8/11/22Forecast ReportDisplays the current Daily Forecast for each day in the selected date range along with Weekly and Period subtotals. 
Update8/11/22Forecasting: Monthly ForecastingPrint button runs the Forecast Report
New8/11/22Forecast Download ReportDisplays the current Daily Forecast for each day in the selected date range.
Update8/11/22Financial Reports OverviewForecast Report and Forecast Download Report added
New8/11/22Entree ForecastingEntree Forecasting is available for Labor Forecasting on the Hourly Forecasts page and Schedule Calendar

Entree Forecasting requires setup in Menu Item Categories and the Variable Labor Matrix. 
Update8/11/22Admin Page: Labor Matrix
Update8/11/22Custom Labor Forecasting: Labor Matrix Setup
Update8/11/22Menu Item Categories
Update8/11/22Hourly Forecasts
Update8/11/22Customize Labor Forecasting: Hourly Forecasts
Update8/11/22Scheduling: Schedule Calendar
Update8/11/22Log Entries: Create and Edit a Log EntryLog Entries that cannot be edited by the User will be indicated with a locked icon in the upper right-hand corner of the Log Entry.
New8/11/22R365 Red App: Waste LogsWaste Logs are now available in the R365 Red App.

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.
Update8/11/22Financial Dashboard: Customize the DashboardThe GL Account Types for the P&L Widget can be renamed when customizing the Dashboard. 
New8/11/22Payment Run ApprovalsPayment Run Approvals is an optional feature that can be enabled on request. When Payment Run Approvals is enabled, the layout of the Payment Runs page is modified to group unapproved and approved Payment Runs in a separate section at the top of the page. This layout makes identifying Payment Runs that require attention easier and faster.  
Update8/11/22Payment Runs Page
Update8/11/22Workflow SetupPayment Run Approvals has been added to Workflows. An additional tab for Payment Runs is displayed if Payment Run Approvals are enabled. 
Update8/11/22My WorkflowsPayment Run Approvals has been added to My Workflows
Update8/11/22Docs to Process OverviewBulk Edit and Thumbnail View information added.

Documents can now be attached to existing AP Invoices or Credit Memos through the Bulk Edit Menu.
Update8/11/22AP Center: Documents QueueDocuments can now be attached to existing AP Invoices or Credit Memos through the Bulk Edit Menu.
New8/11/22Smart Ops Items: Overview & SecurityExisting Purchased Items and Recipe Items can now be viewed in Smart Ops on the Items page. Here, Users can view Items, edit Item details, and assign Items to Item Location Groups.