Welcome to our release notes where you can find out about R365's hottest releases and access the resources to navigate them.


June Releases


Accounting


Automatically Apply AP Payment to Invoices

Apply a payment to multiple invoices using the Auto-Apply button on the AP Payment record. When the user selects Auto-Apply, the amount remaining on the payment, that has not already been applied to invoices, is applied to each selected invoice, up to the amount remaining on the invoice. The payment is amount applied to each invoice in the order in which they appear on the AP Payment record until there are no funds from the payment left to apply. This feature is also available when creating an AP Payment from Bank Activity.



Cleared Journal Entry Records Link to the Clearing Payroll Journal Entry

When viewing a DSS labor journal entry that was cleared by a payroll journal entry, the header displays a Clearing Payroll Journal Entry link which, when selected, directs the user to the matched payroll journal entry that was used to clear the labor journal entry.

When a payroll journal entry is created and approved, R365 subtracts the payroll journal entry amount from the matching DSS labor journal entry, zeroing out estimated totals so that only actual data remains in the system. For more information about this process, see Estimated and Actual Payroll Journal Entries.



Undo Depreciation Posing of a Fixed Asset

The Postings tab on the Asset record now includes an Undo button on depreciation postings. This new addition allows users to quickly undo a depreciation posting on a fixed asset.



Manually Create Documents Processed by OCR

In Documents to Process, user can manually create transactions from documents processed using AP Capture AI’s optical character recognition.



Create Unit of Measure From Draft Transaction

Users can now create new units of measure from the Draft Transaction page of Documents to Process. When a document, such as an AP invoice, includes a unit of measure that does not yet exist in the system, users can select the Assigned Details drop-down in the Linked Items section of the Draft Transaction to add the new unit of measure. 



Entry Instructions Appear in Draft Transaction

The Draft Transaction page of Documents to Process now displays the entry instructions from the Vendor record so that, when processing documents with AP Capture AI, any instructions specific to the vendor are readily available and easy to follow.



Operations


New Edit Cost Permission

A new purchase order permission enables users to Edit Costs. When the Edit Cost permissions is enabled for a user, the user has the ability to edit the cost of an item on a purchase order. 




Save and Add to Purchase Order and Template

When an item is added to a purchase order that was created using a purchase order template, users will now be prompted with the option to add the item to the order only or to add the item to both the purchase order and the selected template. 




Purchase  Order Template/Form: Item Level Comments

Users can now add item-level comments to the items on both the purchase order form and purchase order template. 




Purchase Order Form New Columns

The purchase order form now has the following new columns in the form's grid:

  • Suggested Quantity
  • Order Qty
  • Item Category 1, 2, 3
    • Note: These columns are hidden by default and can be enabled from the Columns editor.


When the Suggest Qty button is clicked, the suggested quantity values will fill into the Order Suggestion column. These values can be used as a guide to enter in order quantities. 




Purchase Order Form Saved View

The purchase order form sidesheet will now use cookies to save a user’s last view. When another purchase order is opened, it will open into the same view as the last closed PO. As an example, when a purchase order is closed while the purchase order is expanded to full screen, the next purchase order will open in full screen. 



View All Form Templates Grid View

In addition to viewing form templates as tiles, users can now view all form templates in a grid view. 




Forms Keyboard Shortcuts 

When creating a form template, users can now utilize keyboard shortcuts to save time when creating a form template. When a form component or section is selected, users can utilize the following shortcuts:

  • Shift + Enter to add a task/form component
  • Ctrl + Shift + D to duplicated a section
  • Alt + Shift + D to delete a selected section



Mobile


Edit the Mobile Dashboard

The mobile dashboard can now be edited! Users can rearrange their widgets on the mobile dashboard as well as elect which widgets to show or hide. 




Uploading Files: Document Detection

When documents are being uploaded to Documents to Process from the R365 app, the camera will detect the borders of the document. This will assist users in taking clear, visible photos of invoices.




Workforce


Pay Runs - Delete an Employee

Employees can now be removed from an ‘In Progress’ or ‘Needs Attention’ pay run on the Payment Details page for that employee. Deleting the employee will remove them and all associated earnings and deductions from the pay run. This action is irreversible.





Employee Records - Payment Preference Update

The payment preference selection options on the Payroll tab of employee records is being moved. Now, the option to change the direct deposit/check selection for an employee is found with the direct deposit account setup on the Payment Preferences sidesheet.



Employee Records - Deductions Settings Cosmetic Facelift

The Deductions and Benefits sidesheet has been updated with a new look. With this change, the option to reorder deductions has been removed.


Employee Records - PTO Accrual Versioning

PTO accrual rule summaries on the Time Off tab of employee records will now indicate if the rule has a future version.



Reports


FTE Estimation Report

The FTE Estimation report provides a count of all full time equivalent employees who were employed at the selected locations during the specified time frame. When setting parameters for the report, users can customize the hours per month required to be considered a full time equivalent employee. Once generated, the report displays summary information, including a breakdown of the total FTE count, as well as specific information about the employees included in the count, such as name, pay type, rate, average monthly hours, and so on. 



WOTC Payroll Data (Synergi) Report 

When working with Synergi, R365 Hire users can download the WOTC Payroll Data (Synergi) report to send their organization's payroll data to Synergi. Payroll data should be sent to Synergi in accordance with your company’s payroll cycle (weekly, bi-weekly, etc.). After downloading the report, follow the instructions in the Submit the WOTC Payroll Data Report to Synergi article to ensure data is received and processed correctly.



Show Only the Last Four Digits of Payroll IDs in Reports

Upon customizing certain Labor reports, users can choose to display only the last four digits of employees' Payroll IDs. By masking sensitive information, users can implement better data security practices, especially when working with saved or printed reports. The ‘Mask Payroll ID to Last 4 Digits’ parameter has been added to the following reports:

  • Labor Punches

  • Punch Audit Report

  • Labor Payroll Review

  • Minimum Wage Adjustment



Identify Minors in Labor Reports 

Users can now set certain Labor reports to call out employees under a certain age. This feature serves as a helpful reminder to heed labor laws that apply specifically to minors. The ‘Identify Minors’ parameter has been added to the following reports:

  • Minimum Wage Adjustment Report

  • Minimum Wage Adjustment - Raw Data

  • Academy Progress Report

  • Daily Roster Report

  • Employee Merge Report

  • Employee Separation Report

  • Labor by Employee by Job

  • Labor Hour and Rate Analysis

  • Labor Payroll Review

  • Labor Punches

  • Overtime Warning Report

  • PTO Balance Report

  • Punch Audit Report

  • Shift Availability Report



Add Page Breaks to Labor Hour and Rate Analysis

When running the Labor Hour and Rate Analysis, users can include page breaks between data for each location. When the ‘Group By’ parameter is set to ‘Location’ and the ‘Page Break Per Location’ parameter is set to 'Yes’, the generated report includes a page break between locations, making it easier for users to separate information by location. 



ADP Workforce Now Temp Cost Number Export Displays Location Numbers

The ADP Workforce Now Temp Cost Number Export now includes location numbers so that, once downloaded, the export can be directly imported into ADP for payroll processing.


Intelligence


Intelligence Report Subscriptions: Send Now

Intelligence users now have the option to send a dashboard subscription at any time using the Send Now button. 



Daypart Default Sort

When dayparts are used in visualizations, the default sort will assume chronological order and will be sorted by the time of day in which they occur.



Past Quarters


View the full list of Release Notes here.


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