This article reviews the releases from Q4 of 2023.
View the full list of Release Notes here.
TABLE OF CONTENTS
- November 21st, 2023
- November 2nd, 2023
November 21st, 2023
Operations
Donation Reason Types Enhancements
Users can now configure reason types from the new reason type sidesheet.
The reason type configurator can be now be accessed from the donations grid.
Verify Item Setup - Smart Ops Items Grid
The verify item setup button is now available on the Smart Ops items grid. Users can click this button to refresh all purchased item records, apply any changes to units of measure, and recalculate costs.
Bulk Editing Report Cost
Users can now bulk edit item reporting costs on the purchased item record item cost tab.
Creating a Purchased Item from an AP Invoice
The quick-create item experience has been updated! The following enhancements were made to the create item form on the Link Items sidesheet:
- Item category prefix autofill
- Cost and inventory account autofill from item category
- Quick-add UofM
Accounting
My Workflows
The My Workflows screen features updated graphics, filters, and reorganized columns to streamline the experience. Here are some of the key improvements:
- The Number column now appears after the Status and Inactivity Alert columns in the table.
- Approve and Deny buttons are easier to identity and more visually appealing.
- Selected rows are highlighted in light blue. This is improves visibility on low contrast screens.
- Use the Filter Columns dialog box to quickly locate workflows containing (or not containing) specified text.
Vendor Record
In this release of the Vendor record, the Entry method cannot be changed from By Item to By Account if the vendor has been used on a purchase order or shopping list. This ensures that all data related to the inventory is properly maintained.
Legal Entities
The following fields are now required when adding or importing legal entities:
- Street 1
- City
- State
- Zip
Locations
The following fields are now required when adding or importing locations:
- Address 1
- City
- State
- Zip
Labor & Scheduling
Shift Differential - Fixed Amount Configuration
Shift differential rules can now be configured to add a fixed amount earning as a fixed dollar or fixed hour amount.
Manager Queue - Availability Requests
When an employee submits an availability change request that matches their current availability, the request will appear in the Manager Queue with the following message: 'Request matches employee's current availability settings'. Approving the request will clear the notification from the Manager Queue.
Workforce
Year End Checklist Page
The Year End Checklist page has been added in the Payroll section of Workforce to guide users through the end-of-year payroll process. They Year End Checklist page contains a list of important year end tasks with instructions and deadlines.
Company Tax Profile Page
The Company Tax Profile page has been added to the Settings section of Workforce. Here, users can view tax profile information for the selected payroll company, including tax jurisdictions and SUI rates.
Employee Separations - Supporting Documentation
When processing an employee separation, supporting documents can be uploaded. Once the employee separation is complete, the uploaded document(s) will appear on the 'Documents' tab of the employee's Employee Record in the 'Separation' folder.
Employee Onboarding - Onboard Without Notification
When onboarding individual employees to payroll, the employee's onboarding can be initiated without sending an onboarding invite to the employee by checking 'Add to payroll, without notifying employee' at the bottom of the onboarding wizard.
New Earning Type: Back Pay
A new earning type has been added for 'Back Pay'.
Employees Page - Location Restrictions
On the Workforce Employees page, users will now only see employees who are associated with one or more locations that the user has access to. Employees without a location assigned will be shown to all users.
Payroll Statuses - Not Active
The payroll status of 'Not Added' has been changed to 'Not Active'
NEW | OLD |
Reports
New Positive Pay Exports
A Positive Pay Export is a list of checks exported from R365 in a format that can be uploaded to a bank. This upload alerts the bank of the checks so that they can be processed. This is a service offered by many banks to ensure that only approved checks are cashed. R365 offers many types of Positive Pay Exports so that the exported file matches the import requirements for your bank. My Reports now includes three new Positive Pay Exports:
Positive Pay Export - HSBC
Positive Pay Export - Truist
Positive Pay Export - EPIC
Spread/Memorized Transaction List
The Spread/Memorized Transaction List displays all spread and memorized transaction details from within a selected time frame. Due to the nature of this report, it has been relocated from the Labor tab to the Financial tab of My Reports.
November 2nd, 2023
Operations
Classic Item Category and UofM Deprecation
The classic item category and the classic Unit of Measure forms and lists have been deprecated.
Users can continue to use our new and improved item category and UofM form in Smart Ops!
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Change Password in Smart Ops
Users can now change their R365 password from Smart Ops! When the username in the top right corner of the page is clicked, users will now have the 'change password option.'
Safe Count Comments
The Safe Count form now has a comment section. Users can leave comments when entering or reviewing a safe count.
New Purchase Order and Order Suggestion Columns
The purchase order details grid now features the 'In Transit Qty' column, which tells the users the quantity of item that currently in progress/transit.
The order suggestions details grid now features the following two new columns:
- Last Order Amt - The quantity of items ordered based on the most recent purchase order
- Last 4 Avg Qty - The average quantity of items ordered based on the last 4 purchase orders
Workforce
Employee Separations
The employee termination process within Workforce has been changed to an employee separation process. The new separation process is used to separate the employee from one or more payroll companies, and is no longer a single setting that impacts all locations and legal entities associated with that employee.
Learn more about the changes to the termination process and Employee Record here.
New Earning and Deduction Types
New earning and deduction types have been added. View the full list of earning and deduction types here.
New Earning Type:
- Training Hours
New Deduction Types:
- Fringe Benefit Offset
- Miscellaneous
GL Account Mapping - GL Types No Longer Restricted
The GL Account Mapping page no longer restricts the GL account type mappable to each payroll account. Now, any GL account can be assigned to any payroll account.
Payment Details Page - Hyperlink to Associated Employee Record
Clicking on the employee name on the Payment Details page will now open their Employee Record.
Payroll Status Updates
| The 'Terminated' status has been renamed 'Separated' |
| The ‘X of Y’ payroll status will now only include legal entities that are associated with a payroll company. |
Reports
GL Account Detail
The GL Account Detail report now includes donation transactions.