View new and updated documentation updates for a quick look into recent changes in R365!
|Update||9/29/22||Item 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||9/29/22||Manager 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
|Update||9/29/22||Manager Tools: Overview|
|New||9/29/22||Financial Dashboard - Sharing Saved Views Across Instances|
|New||9/29/22||Cancelling a Scheduled Payment Run|
|New||9/29/22||Rescheduling a Scheduled Payment Run|
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.
|Update||9/29/22||Mass 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.
|Update||8/30/22||Forecasting: 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.
|Update||8/30/22||Custom Sales Forecasting Overview|
|Update||8/30/22||Forecasting: Monthly||The Monthly Forecasting tab will now indicate which tab was used to publish the Forecast.|
|Update||8/30/22||Admin Page: Labor Matrix||Additional information added to clarify how setting the Restaurant Operating Hours on the Labor Matrix impacts the Labor widgets for the Operations Dashboard|
|New||8/30/22||Log Entries: 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.|
|Update||8/30/22||Vendor Record||The 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.
|Update||8/30/22||GL Account Record|
|Update||8/30/22||Bank Account Record|
|Update||8/30/22||GL Accounts: Restricted Access Usage|
|Update||8/30/22||Item Location Groups||Updated 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.
|Update||8/30/22||Smart Ops Items Page|
|New||8/30/22||Fixed Assets: Adjusting the Acquisition Cost||Clarification on the process for adjusting the Acquisition Cost of active Fixed Assets.|
|Update||8/30/22||Fixed Assets: Asset Record|
|Update||8/30/22||Purchase and Inventory Reports Overview||The following Reports have been discontinued and will be removed next release:|
|Update||8/30/22||Admin Page: Overtime Rules||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.|
|New||8/30/22||R365 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.|
|New||8/30/22||R365 Red App: Manager Schedule View||Users 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.
|New||8/11/22||Employee Record - Layout Changes||In 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.|
|Update||8/11/22||Smart Ops: Employee Record|
|Update||8/11/22||Forecasting: Monthly Forecasting||Print button runs the Forecast Report|
|New||8/11/22||Forecast Download Report||D|
|Update||8/11/22||Financial Reports Overview||Forecast Report and Forecast Download Report added|
|New||8/11/22||Entree Forecasting||Entree 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.
|Update||8/11/22||Admin Page: Labor Matrix|
|Update||8/11/22||Custom Labor Forecasting: Labor Matrix Setup|
|Update||8/11/22||Menu Item Categories|
|Update||8/11/22||Customize Labor Forecasting: Hourly Forecasts|
|Update||8/11/22||Scheduling: Schedule Calendar|
|Update||8/11/22||Log Entries: Create and Edit a Log Entry||Log 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.|
|New||8/11/22||R365 Red App: Waste Logs||Waste 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.
|Update||8/11/22||Financial Dashboard: Customize the Dashboard||The GL Account Types for the P&L Widget can be renamed when customizing the Dashboard.|
|New||8/11/22||Payment Run Approvals||Payment 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.|
|Update||8/11/22||Payment Runs Page|
|Update||8/11/22||Workflow Setup||Payment Run Approvals has been added to Workflows. An additional tab for Payment Runs is displayed if Payment Run Approvals are enabled.|
|Update||8/11/22||My Workflows||Payment Run Approvals has been added to My Workflows|
|Update||8/11/22||Docs to Process Overview||Bulk Edit and Thumbnail View information added.|
Documents can now be attached to existing AP Invoices or Credit Memos through the Bulk Edit Menu.
|Update||8/11/22||AP Center: Documents Queue||Documents can now be attached to existing AP Invoices or Credit Memos through the Bulk Edit Menu.|
|New||8/11/22||Smart Ops Items: Overview & Security||Existing 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.|