Release Notes: New Releases

• AP Invoice Tab Navigation — Fixed an issue where tabbing through header fields in the AP Invoice form did not work consistently in the Safari browser.

• Report Category Visibility — Fixed an issue where employees could not view Categories in reports even when they had the required permissions.

• Extended Daily Sales Discrepancy — Fixed an issue where the Sales By Day Part section of the Extended Daily Sales report displayed inflated historical sales figures that did not match other sales reports for the same date and location.

• Memorized Transaction Labor Loss — Fixed a bug where using the "Use" option on a memorized transaction based on a past payroll journal entry would incorrectly clear labor data from both the original and newly created journal entries.

• Item Location To-Do List — Fixed an issue where previously created Item Location records were incorrectly appearing as new items in the to-do list.

• Schedule Publishing Failure — Fixed an error that prevented schedules from being published, which caused a "Failed to Publish" error message.

• MWA Report Tips Display — Fixed an issue where the Minimum Wage Adjustment report incorrectly displayed $0 in tips for all employees.

• Payment Apply Panel New Filters — The Credits & open payments grid in the Payment Run Apply panel now includes five new column filters—Type, Remaining, Apply date, Apply amount, and Number—for easier credit selection.

• Deleted Shifts Stop Reappearing — A new client setting prevents previously deleted shifts from being re-sent by the POS integration, stopping them from reappearing in the labor schedule.

• DSS Tips Payable Balance Fix — DSS records now capture the "Pay Tips With Payroll" setting at creation time, preventing location setting changes from retroactively unbalancing approved Daily Sales Summaries.

• Docs to Process Error Details — Failed documents in Docs to Process now display specific error messages in the activity panel instead of a generic "Failed document" status.

• GPS Connect Overlapping Shifts Reduced — Punch edits can no longer change the business date, reducing the occurrence of overlapping shifts in FreeBird/GPS Connect integrations.

• Square Canceled Order Exclusion Setting — A new setting, SquareV2.ExcludeCanceledOrdersViaRefund, allows you to exclude Square transactions marked as "Canceled Order" refunds from importing into R365.

• Aloha Refund Promo Calculation Settings — Two new Aloha integration settings control how promotional items are handled in synthetic refund rows and split check details, resolving balancing adjustments caused by refunds.

• Shopify Refund Discovery Setting — A new setting, ShopifyUseRefundEndpoint, enables an improved refund import method with a 30-day lookback window for the Shopify integration.

• Unlinked Invoice Purchase Item — Resolved an issue where existing purchase items do not appear as options when attempting to link an unlinked invoice.

• Tip Distribution Not Populating — Resolved an issue where Tip Distribution is not populating for new locations

• Vendor Form Location Display - Fixed an issue where the new Vendor UI displayed location search results that did not match the classic UI, causing accounting entities outside the expected location group to appear incorrectly.

• AP Invoice Location Sort Order Fixed — The new AP Invoice view now sorts locations by number, consistent with the classic AP Invoice and Journal Entry interfaces.

• EDI Invoice Item Assignment Now Updates Correctly — Invoices imported via EDI for By Account vendors now correctly update after vendor items are linked to purchased items on the Vendor Item page.

• AP Transactions Item Name Persists on Selection — In the new AP Transactions view, the Item Name now correctly retains its value after being selected when linking a missing item.

• AP Capture: Draft Transaction Line Items (10/21/26) — Fixed an issue where the Line Items table reset to All Items after linking a vendor item, instead of keeping the active filter in place.

The AP Center has a new look. Users can opt in today! The redesigned AP Center gives accounts payable users a consolidated view of their workflow, balances, and shortcuts on a single page.

What’s new in the redesigned AP Center:

• Status tiles display key balance totals at a glance — open balance, due this week, ready to pay, and past due — so AP users can see where things stand without navigating away.

• Workflows panel organizes AP tasks in tabs, keeping queues accessible from one place.

• Launchpad provides shortcut tiles for quick access to common AP actions.

• “View by” picker lets users filter their view by Legal entity or Location.

Switching between views: When both the classic and new AP Center are available, a view options menu in the AP Center page header lets users switch between Classic view and New experience. Each user’s selection is saved to their profile, so their preferred view opens automatically on return.

When the new AP Center is the only available view, links and bookmarks to the classic AP Center redirect there automatically.

Access: The new AP Center is off by default. Contact your CSM for more information.

The AP Invoice and AP Credit Memo forms have been updated with a refreshed layout and new ways to work with attachments.

Attachments now open from a button in the form header that shows the attachment count. The button opens a resizable side panel, so you can review a document while you work on the form. You can drag and drop files anywhere on the form, and newly added files open automatically for review. You can also attach an existing document from Documents to Process. This replaces the Attachments tab on both forms.

Other updates to the AP Invoice:

• The General information section on the AP Invoice has a new arrangement, and the header fields on both forms are more compact.

• A red Unassigned or Overassigned amount now appears above the line items whenever the amount is not zero.

• Hovering the alert icon on a line item shows the full detail for each alert, including price variances and PO mismatches. Rows with more than one alert show every message.

• The item link on a line item opens the new Purchased Item page in a new tab.

• The duplicate record number message on both forms now explains how to allow duplicates: change the “Duplicate AP Invoice and Credit Memo Numbers” preference.

Learn more about the AP Invoice form and the AP Credit Memo form.

The new Payment Run form has been updated with the following improvements:

• Saved views on the transaction grid: You can now save a custom view — including column order and filters — on the Payment Run transaction grid. The default view is preserved for users who haven’t saved a custom view.

When using Add to Existing Asset to add an AP invoice or journal entry line to a CIP asset, the Add An Existing Asset popup now includes an Effective Date field. The date defaults to today and determines which accounting period and fiscal year the cost addition posts to. The date appears on the asset's Postings tab. If the selected date falls in a closed period, the action is rejected.

Previously, cost additions to CIP assets always posted to the current period. This applies when using the row-level Add to Existing Asset button or Edit Selected > Add to Existing Asset from the Potential Assets page when the target asset is in CIP status.

• Vendor Form Edit Bank Accounts — Fixed an issue where banking details on the new vendor form required the “Edit Bank Accounts” permission in addition to “Edit Vendor Bank Account Information” permission, matching the classic form.

• Mobile app time-off request visibility for managers — Fixed an issue where managers were unable to view time-off requests in the mobile app, even when the required permissions and locations were properly assigned.

• AP Payment Auto-Apply error in Bank Activity — Fixed an error that occurred when using the AP Payment Auto-Apply function in Bank Activity.

• Daily sign-off sheet approved status display — Resolved an issue where daily sign-off sheets did not display an approved status, causing confusion when users attempted to complete an already-approved form.

• Employee hire and birth date overwrite during import — Fixed an issue where employee hire dates and birth dates were being overwritten during employee data imports.

• Inventory invoice approval — Fixed an issue where certain invoices could not be approved through the Inventory Invoices section.

• Recipe cost update on ingredient price change — Fixed an issue where recipe costs were not updating when ingredient prices changed.

• Shopping list preferred vendor selection persistence — Fixed an issue where preferred vendor selections on shopping lists would intermittently revert to the previous selection after scrolling.

• Separated employee auto-archive in LMS — Fixed an issue where separated employees were not being automatically marked as archived in the learning management system.

• Potential Assets filter performance improvement —The Location filter in the Filter Columns popup on the Potential Assets page now stays responsive with large location selections. The popup now opens centered on the screen. Filter results and available filter options are unchanged.

• Try new vendor experience link — Fixed an issue where clicking the "Try the new vendor experience" link from a classic vendor record caused an infinite redirect loop that prevented users from reaching the new vendor experience.

• Auto-gratuity duplicate line item — Resolved a bug where auto-gratuity was posting as a duplicate line item with a balancing adjustment on POS transactions.

• AP invoice cursor behavior — Fixed an issue in the AP invoice editor where the cursor jumped to the end of the text field after each character typed in a line item description.

• 502 login errors — Resolved errors that prevented users from logging in or accessing various areas of the software.

• Inconsistent labor imports — Fixed an issue causing labor data to import inconsistently.

• Refunds not importing — Fixed an issue where refunds were not importing into the system.

• Square Canceled Order Exclusion Setting — A new setting, SquareV2.ExcludeCanceledOrdersViaRefund, allows you to exclude Square transactions marked as "Canceled Order" refunds from importing into R365.

When a batch Place in Service operation includes an asset that was deleted after being selected, only that asset fails. The remaining assets in the batch are placed in service normally. The deleted asset appears in the results labeled "(may have been deleted)" so the action can be reviewed and retried once the data issue is resolved. Previously, the entire batch failed with a generic error message when any included asset had been deleted.

This behavior applies when using Edit Selected > Place In Service from the Fixed Assets list.

R365 now prevents duplicate journal entries when an asset is imported via CSV with a status of Active Fully Depreciated. If a duplicate posting is detected, the duplicate rows are skipped and a warning is displayed. If journal entries post successfully but a later step in the import process fails, the asset is kept rather than deleted, preventing a mismatch between posted transactions and asset records.

This extends existing duplicate-posting protection — which already covered Place in Service and the Draft-to-CIP transition — to the Active Fully Depreciated status reached through CSV import.

The invoice preview on the Draft Transaction screen no longer goes blank and reloads from the beginning after you link or create and link a purchase item. The preview now stays on screen while the transaction refreshes, keeping your current page, zoom level, and scroll position.

• After linking or creating and linking an item, a loading overlay appears over the invoice while the screen updates — your place in the document is preserved when it completes.

• The same behavior applies to other actions that refresh the screen while the same document stays open, such as changing the vendor or location.

• Opening a different document still displays the loading placeholder first, so the previous document’s invoice is never shown alongside the new document’s details.

• This improvement applies to both the new and legacy Draft Transaction screens.

This update is available to all accounting users processing draft transactions and does not require any additional setup.

• Tip Automation Calculation Error Fixed — Tip Automation's "Calculate All Distributions" function now completes successfully without showing an error message.

• Negative Invoice Detail Lines Fixed — The new invoice form now correctly handles negative detail lines and allows invoices containing them to be saved and approved.

• AP Invoice Line Amount Sync Fixed — The new AP Invoice form now correctly initializes and syncs line amounts regardless of the order in which the invoice total and vendor are entered.

We've redesigned the Labor Rules page and its configuration screens to make them faster to scan and easier to manage.

• One grid for all rule types. The Labor Rules page now shows every rule in a single grid. Search by name, filter by rule type or location, choose which columns to show, export your rules, and use Create on the toolbar to add a new rule without leaving the page.

• Your choice of layout. Prefer tabs? Select the three-dot menu (⋮) on the page toolbar to switch between the grid and the classic tabbed view. Each user's choice is saved.

• Clearer configuration screens. Settings are grouped by function, so related fields appear together. Location assignment is now a single field at the top of the screen, replacing the multi-field, multi-button section at the bottom.

• Certifications has its own page. Go to Admin → Workforce → Certifications. [It's no longer a tab on the Labor Rules page.]

• Accrual Rules has its own page. Go to Admin → Workforce → Accrual Rules. [It's no longer a tab on the Labor Rules page.]

What you need to do

Nothing. Your existing labor rules, certifications, and accrual rules carry over automatically with their current settings and location assignments.

What stays the same

Labor Rules is still at Admin → Workforce → Labor Rules, and your rules calculate time and pay exactly as they did before. This update changes where things are and how they look, not how your rules work.

Learn more

• Labor Rules update 2026: compares the new and legacy experiences side by side

• Labor rules page

• Certifications page

• Accrual Rules page

A new Schedule Requests page brings all pending employee requests into one place, organized into four tabs: Availability, Shift trades, Shift offers, and Time off.

• On the Time off tab, managers can create a time off request for an employee directly using the new Create button. When PTO accruals is turned off, managers can also import time off requests in bulk by downloading a template and uploading it.

• Clicking a request now opens the same request detail experience in a slide-in pane, replacing the previous form for these request types.

• A banner on the Scheduling page shows the count of pending requests and links directly to the review queue, pre-filtered to the current location.

• Pending request cards include Approve, Deny, and Add note actions. Reviewed cards show the request status and the manager's note, if one was added.

• The Reviewed view defaults to the last 7 days and supports custom date ranges and filtering by Approved or Denied status.

Introducing Predictability rules!

Labor admins set the minimum number of days a schedule must be published before the days it covers, per location, and employees acknowledge late shift changes from the mobile app.

• The Scheduler shows a countdown to the advance-notice deadline, or a message that the notice period has expired.

• The publish-conflicts dialog warns about shifts that violate the rule but doesn't block publishing.

• Employees receive a mobile app notification (Android and iOS) when their shift changes after the deadline, and acknowledge it there. The screen shows the shift details and who made the change.

• The new Predictability Acknowledgement report is under My Reports > Scheduling.

Learn more about configuring Predictability rules.

Predictability rules can now calculate penalty amounts. Add a grace period and penalty tiers, and R365 calculates the predictability pay penalty for shifts changed on or after the notice deadline.

• Changes made within the grace period (in minutes) aren't penalized.

• Penalty tiers must cover the full notice window, with no gaps or overlaps, before you can save the rule.

• Editing the grace period, tiers, or notice window on an active rule shows a confirmation, because predictability pay recalculates for affected shifts. Penalties already marked charged or waived aren't changed. Learn more about configuring a predictability rule.

• The penalty amount appears on the Publish Check screen, timecards, the DSS, and reporting.

• With penalty calculation enabled, managers can edit published shifts without unpublishing them first.

Learn more about how predictability pay penalties are calculated.

Introducing the Vendor Activity report! This new report brings vendor purchasing and payment activity together in one place, so you no longer need to run several separate reports to see the full picture. Group activity by vendor, expense account, location, legal entity, or payment type. Set the date range by custom dates, week, or period. Optional columns add cost of goods sold, contract price violations, and accruals. Expand any row to see the transactions behind it and open them directly from the report.

The existing vendor and AP reports are unchanged and can still be run on their own. Dollar amounts tied to General Ledger accounts a user can't access are masked.

Learn more about the Vendor Activity report.

Budget creation and editing now includes validation to prevent duplicate budget names. This makes it easier to identify the correct budget and helps prevent confusion when managing multiple budgets.

• New budgets automatically receive a suggested name based on the budget year and location, such as 2026 - Main Street.

• If the suggested name is already in use, the system adds a sequence number, such as 2026 - Main Street - 1.

• Single-location budgets use the location name in the suggested name. Multi-location budgets use 2026 - Multiple Locations.

• The system checks the budget name every time a budget is saved. A save is blocked when the name duplicates an existing budget name.

• While a budget name is duplicated, options such as Prior Year Actuals, Copy Other Budget, and Blank Budget remain unavailable until the name is unique.

Budgets that already share a name are not changed automatically. If you edit one of these budgets, you must rename it to a unique name before you can save your changes.

The following updates have been made to Fixed Assets:

• Duplicate posting protection: R365 now processes only the first request when you place an asset in service or move it from Draft to Construction in Progress (CIP). This prevents duplicate entries and depreciation schedules from a double-click, a retry, or an unresponsive page. Saving an asset from an out-of-date view, such as a second open tab, is now rejected so newer changes aren't overwritten.

• Automatic source transaction links: When you create an asset with New Asset or add lines with Add to Existing Asset on the Potential Assets screen, R365 now links the source AP invoice or journal entry to the asset. Once approved, the transaction appears on the asset's Related Expenses tab and opens in a new tab when you select its number. The link is for reference only and has no financial effect on the asset.
  Only assets created or updated after this release are linked. Existing assets aren't linked retroactively.

The new Draft Transaction screen has a new Link Item form. On the Line Items tab, Link item and Create and link item now open in a panel over the line-items grid instead of a centered pop-up. The invoice details, tabs, and totals stay visible while you work, so you can match items without losing your place in the invoice.

This update includes the following:

• A success message names the vendor item and purchase item you linked.

• Press Esc or select Cancel to close the panel without saving. The line-items grid stays visible but is inactive while the panel is open.

• If a new item is created but the link fails, the panel reopens in Link mode with the new item already selected, so you can retry the link without creating the item again.

Learn more about linking vendor items on the new Draft Transaction screen.

A new row height options offers the option for compact rows. Compact rows gives users a denser view for seeing more rows on screen at once.

Row height can be changed per table from the row height menu, or set as the default for all tables in User Preferences under Table display. At Compact density, toggle switches display as checkboxes, and avatars, status chips, and icon buttons appear at their smallest size.

Grids that do not include a row height menu do not offer the Compact option.

Learn more about changing table row height.

Validation error messages for fixed assets now accurately describe what went wrong and how to fix it, whether an asset is created manually or through bulk import.

• An Asset Number over the 20-character limit is flagged with a message that identifies the limit.

• Asset Name entries over the 100-character limit, invalid Asset Status values, and invalid Location or Employee selections each get a clear, specific message

These messages are the same whether the error appears on the New Asset form or in the bulk import corrections list. No validation rules or limits have changed, only the messages shown when one is violated.

Learn more about creating fixed assets.

The following updates were made to the new vendor form:

• The GL Accounts section is now visible to all tenants — no opt-in is required.

• The View Payment Terms permission is no longer required to open a vendor record or set a payment term.

• The Relaunch Tour option has moved to the menu options.

• Closing the form with unsaved edits now prompts you to confirm before discarding changes.

• Vendors can now be created in place from six AP screens: AP Invoice, AP Credit Memo, AP Payment, Bank Expense, Mass Invoice Entry, and Vendor Item.

• The Account Overview section now displays available credit when a vendor has at least one unapplied credit memo.

• In the Contacts tab, Business Phone has been added as a field, and Phone has been renamed to Mobile Phone.

• The All Transactions grid now includes a Location column.

• Long dropdown fields are now searchable.

• Bank account number is no longer required when setting up ACH for a vendor.

• The 1099 field defaults to Exclude from 1099; a 1099 box is required when an active 1099 entry option is selected.