Review the most recent changes in R365! 


TABLE OF CONTENTS


Operations


Edit AP Transactions in Smart Ops


Users with the appropriate permissions can edit AP invoices or credit memos from the purchased item record Transactions tab. Users will be able to edit the following:

  • UofM

  • Each Amt

  • QTY

  • Vendor Item Mapping




Logbook Tags Updated Functionality


Logbook tags have been updated! Tags now generate with different colors, which can be managed from the logbook settings.




 Tags can also now be created and added from the Tags field when creating a log entry.





Purchase Order Last Order Amt and Last 4 Avg Column Values


The Purchase Order Last Order Amt and Last 4 Avg column values will now reference the last time the item was ordered using the same template, if applicable. 


When the PO is generated without using a template, the system will use the existing logic of using the last date of the item ordered.


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Accounting


Memorized AP Form PO Actions Removed 


The two PO actions Submit PO and Print Order Guide were removed from the action menu on the memorized AP form. 




Check Run record renamed to Payment Run record


The Check Run record has been retitled to Payment Run record so that the name is now consistent with the navigation label. Because the Payment Run record is used to create many forms of payment, this new name also better describes the use of the page. 



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Workforce


Employee Rehire Wizard


Separated employees can now be rehired on their Employee Record. Learn more about employee rehiring here.




Deduction Edits


Deductions associated with a single employee payment can now be edited along with earnings on the Payment Details page. Learn more about editing earnings and deductions here



PTO Accruals - Manager Tools Time Off Tab


The Time Off tab of the Manager Tools page lists all active, approved, and denied employee time off requests. Time off requests can be approved and denied on this page. Users can also create time off requests on behalf of employees. 




Clicking on the employee's name on the Unpayable Employees report will now open the employee's Employee Record. 



New Deduction Type - Simple IRA


Simple IRA has been added as a deduction type. 



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Reports


Subscribe to Custom Financial Reports


Users can now set up report subscriptions for Custom Financial Reports. When a user selects a report on the Custom Financial Reports page, a new Manage Subscriptions icon appears next to the report name. Select this icon to open the Subscriptions page of My Reports. From there, users can set up a subscription for the custom report.


PTO Balance Report now available


The new PTO Balance report allows users to export a spreadsheet file that contains the accrual balances as of today's date for all employees all at locations to which the user has access. This quick view can be helpful for managers who need to balance their employee's time off or HR administrators who occasionally need to assess the current balances of one or more employees. 


DSS Status Report now available


The new DSS Status report provides a daily update of all imports to the Daily Sales Summary, allowing users to view a quick list of successful imports.


Retitled reports


The following report names have been updated to improve searchability and to better describe the use of the report:


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Intelligence


Operation Calendar Attributes


The standard calendar attributes have been replaced with the following Operational Calendar attributes: 


New Operational Calendar AttributesLegacy Calendar Attributes
Operational PeriodCalendar Month
Operational QuarterCalendar Quarter
Operational WeekCalendar Week
Operational YearCalendar Year


Operational Calendar attributes will be based on the operational year that is set up in R365. See the R365 Intelligence Glossary, here


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Past Quarters


View the full list of Release Notes here.

 

2023

 

2022

 

2021

 

2020

 

2019

 

2018


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