This article reviews the releases from Q3 of 2023.
View the full list of Release Notes here.
TABLE OF CONTENTS
- September 7th, 2023
- August 10th, 2023
- July 13th, 2023
September 7th, 2023
Operations
Donations
Track Donated Items in R365 with the new Smart Ops feature, Donation Logs!
Similar to Waste Logs, tracking Donations helps Restaurants to document food and product donations so that Purchased Items and Recipes can be more accurately tracked across all Restaurant Locations. The Donations will be debited to a GL Account specified for Donations.
Users can create Donation Templates for more efficient Donation Entry.
Mobile Donations
Donations is now available for mobile! Users can create, edit, complete and approve Donation Logs from the R365 Red App!
Quick-Add UofM
Users can now quick-create a Unit of Measure from the Unit of Measure fields on the Purchase Item Record. When a UofM does not already exist, Users will have the option to create a new UofM, which will allow Users to create a new UofM without leaving the Purchase Item Record.
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Save and Create
The 'Save and Create' option was added to several R365 forms! When selected, the 'Save and Create' option will immediately open a new form upon saving the current entry.
The 'Save and Create' was added to the following forms in R365:
Inventory Count: 'Item Details' Table Views
Users can now create and save Table Views on the Item Details grid when reviewing an Inventory Count.
Add Item to Purchase Orders by Item Number
Users can now add Items to Purchase Orders using the assigned Item Number.
Accounting
Restricted Access GL Accounts - Hide Transactions
If the activity related to a Restricted Access GL Account should not be visible for all Users, Transactions related to that GL Account can be hidden by checking the 'Restricted Access - Hide Transactions' setting on the associated GL Account Record.
When 'Restricted Access - Hide Transactions' is enabled, all Transactions that contain a one or more line with a restricted GL Account will be hidden from Users without the 'Access Restricted GL Accounts' Permission. Review the full list of pages and records that hide restricted access transactions here.
Payment Runs: Payment Link
The Payment Run form now displays a hyperlinked Payment Number when Payments have been created. Clicking the Payment number will open the AP Payment form. Voided Payments will display a 'Voided' status.
New Match Rule: ACH Payments Based on Date
A new Matching Rule matches bulk bank withdrawals to multiple ACH Payments based on their Payment Date.
The system searches for multiple ACH Payments with the 'ACH' Payment Method or R365 Payments whose R365 Payment Method is 'ACH' that have the same Payment Date.
Workforce
Effective Start and End Dates for Salary Jobs
Changes to an Employee's Salary Job can now be managed through effective start and end dates. Learn more about Salary Job Effective Dates here.
August 10th, 2023
Operations
Start of Business Day
Start of Day configurations determine what time of day that a Location's Business Day starts within R365. By default Business Days in R365 start at 12:00 am. Aligning a Location’s Start of Day time with the POS End of Day time can improve reporting accuracy and reduce Cross-Day Shifts.
Contact your CSM or R365 Support to learn how 'Start of Business Day' can enhance your R365 experience!
Barcode Scanning
R365 now supports Barcode Scanning! When Barcode Scanning is enabled, Users can quickly enter Inventory Counts by scanning Item Barcodes with their mobile device camera.
From the web version of R365, Users can also do the following:
Generate an Inventory Count Using Theo on Hand
No more conducting entire Inventory Counts only days apart! The ‘Generate QTY’ option is now available on an Inventory Count for Users with the necessary permissions. Users can click this button to enter a system-generated Inventory Count based on the theoretical quantity of Items on hand. To read more about generating an Inventory Count using Theo on Hand, click here.
Inventory Count Variance Review Tab
The Inventory Count Variance Review tab has now been enabled for all Users! From this tab, Users can view Theoretical and Actual Inventory Count Variances. Users can elect whether or not to require the review of this tab in System Preferences.
Purchased Item Record: Usage per 1000 & Theo on Hand Added to Item Cost Tab
Usage per 1000 and Theoretical on Hand QTY have now been added to the Purchase Item Record’s Item Cost Tab.
Shift Differential Rules by Day of the Week
Shift Differential Rules can now be applied to specific days in the week.
Shift Differential Rules will add additional earnings for Employees who work during specific hours of the day and/or on specific days of the week. This rule is frequently used by Locations where swing shifts or graveyard shifts are paid an hourly or per-shift bonus.
Accounting
Updating Payment Dates on Check/Payment Runs
When the Payment Date field in the header of a Check/Payment Run is updated, Users can choose how the Payment Dates for displayed invoices are updated.
AP Center Table Views
Smart Grid Table Views have been added to the AP Center. Users can now adjust the columns on each tab and save Table Views.
Workforce
Payment Details Page Update
The Payment Details page has been updated and now includes Job Rates, Hours, and the ability Add and Edit Earnings!
Convert Payment to Check
Individual Payments can now be converted to be paid by check instead of direct deposit. Other Payments within the associated Payroll Run will not be converted, and the Employee's Payment Preference will not be updated.
Workforce Reports Navigation
Find all of the Workforce-related Reports together in the 'Reports' navigation group. In this group, both Workforce Reports and My Reports can be accessed.
Reports
Daily Labor Review Report
Users can now generate the Daily Labor Review Report from 'My Reports,' which allows Users to see Key Labor Metrics all in one place.
July 13th, 2023
Smart Operations
Safe Counts
Track Safe Counts in R365. When cash is counted in-store, Users can log the count in R365, including the totals, Change Orders, Paid Ins and Paid Outs not counted in the POS, as well as the entering and receiving managers.
Purchase Item Record - New Options on the Templates Tab
The Purchase Item Record Templates Tab now allows Users to add the Item directly to Order Templates and Shopping Lists!
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Item Categories - Exclude Item Category from Suggested Ordering
The Item Category Form has a new field! Users can now elect whether or not to exclude all of the Purchased Items in an Item Category from the Suggest QTY.
Accounting
GL Detail Export - Option to Not Include Hyperlinks
An option to exclude hyperlinks has been added to the GL Account Detail Export. When the ‘Include Ref Links’ setting is 'No', the transactions listed in the 'Ref. Number' column will not be hyperlinked to the associated transaction records.
Check/Payment Runs - Naming Convention Update
The Check/Payment Run Name populated when a Check/Payment Run is created is being updated to the following format:
bank account number-current date-sequence number-User Full Name
The Check/Payment Run Name can now be changed before or after saving the Check/Payment Run. The edited name does not need to be unique.
Workforce
New Onboarding
The new 'Onboarding' process uses the 'Onboarding' wizard to walk the User through the information required to send an Onboarding Invite to the Employee.
The Employee Onboarding Experience within the 'My Pay' section of the R365 Red App has also been updated with a new look!
Employee Payment Preferences Report
The Employee Payment Preferences Report displays the selected Payment Preference ('Direct Deposit' or 'Check') for each Employee onboarded to R365 Payroll. This report also displays direct deposit information for Employees with the Payment Preference of 'Direct Deposit'.
Delete Paycheck Runs
Unneeded Paycheck Runs can now be deleted.
When a Paycheck Run is deleted, the following will occur:
- Checks within the Paycheck Run are deleted
- The associated unapproved Funding Journal Entry is deleted
- The associated unapproved Payroll Journal Entry or One-Time Payment Journal Entry is deleted
Print & Ship - Expedited Shipping
When a Paycheck Run is submitted for printing through Print & Ship between 9:00 am and 11:00 am MST, an option to request expedited printing will be displayed.