Release Notes: New Releases

The GL Activity report shows the beginning balance, debits, credits, net change, and ending balance for your GL accounts over a date range. Use the Row and Column settings to split results by location, legal entity, week, or period. Click to drill down on an amount to open the GL Activity Detail, which lists the transactions behind it, so you can trace any balance without leaving the report.

GL Activity is available in My Reports under Accounting → Statements for users with access to GL accounts. Users without restricted GL account access see blank amounts on restricted transactions.

Learn more about the GL Activity report.

• AP Invoice page selection restored — Restored the ability to select specific pages when creating an invoice from Docs to Process in the new AP Invoice experience.

• AP Invoice document issue descriptions — Fixed an issue where Document Issues descriptions were not displaying in the new AP Invoice experience, now matching the information shown in Classic view.

• Overhead amount zeroed on AP Invoice save — Fixed an issue in the New AP Invoice form where using the Overhead feature caused the overhead amount in the Detail line to be reset to zero when the invoice was saved.

• Food-only approvers blocked from completing invoice approval — Fixed an issue where users with only the Approve AP Invoices permission under Food were unable to approve Completed invoices in the New AP Invoice form and received the error “Cannot Approve - Invoice Completed.”

• Default Bank Account Auto-Population Fix — The Location’s Default Bank Account is now automatically populated in the New AP Invoice form when a Vendor is configured to use it for marking invoices as paid.

• AP Invoice Workflow Tab Restored — The New AP Invoice form now includes the ability to add tasks, notes, email alerts, and text alerts from the Workflow tab.

• AP Invoice Spread Recurrence Reset — Fixed an issue in the new AP Invoice UI where the Spread Recurrence setting was incorrectly resetting to ‘None’ after spreading, preventing spread journal entries from being created.

• AP Center Comment Column Added — The Comment column is now available in the Pending Invoices view of the new AP Center, matching the functionality previously available in Classic Awaiting Approval.

• Add Bank Connection Blank Page Fix — Fixed an issue where the Add Bank flow under Accounting > Banking > Manage Bank Connections displayed a blank page instead of the expected Yodlee bank connection menu.

• Labor DSS Journal Entry Population Fix — Labor DSS Journal Entries now populate in GL Account Detail immediately upon saving, without needing to re-save the Daily Sales Summary.

• Undeposited Funds Report Exclusion — Fixed an issue where cash deposits associated with a daily sales summary approved through the mass approval screen were incorrectly shown as excluded on the Undeposited Funds Report.

• DSS Deposit Total Field Population — Fixed an intermittent issue where cash deposits sent via file import were not populating the Total Deposit Due field on daily sales summary deposits.

• Payment Run Email Hyperlink — Fixed an issue where the email address in payment run notifications was displayed as plain text instead of a clickable hyperlink.

• Payment Run Credit Memo Button — Fixed an issue where the "Send R365 Payments" button displayed a count of zero without explanation when all invoices were fully covered by credit memos.

• Invoice Workflow Attachment Dropdown — Fixed an issue where the dropdown arrow on an invoice in workflow did not load the associated attachment.

• Payment Term End-of-Month Logic — Fixed an issue where the "Days from End of Month" payment term was applying the calculation in the wrong direction for positive and negative entries.

• OCR Draft Payment Terms — Fixed an issue where payment terms could not be selected on a draft transaction created through document processing.

• Mark as Paid Bank Account Access — Fixed an issue where users without access to a bank account's default location were unable to create payments using the Mark as Paid feature.

• AP Invoice Approval Permissions Fix — Fixed an issue where users with the proper permissions were unable to approve invoices in the new AP view.

• Duplicate Brand Recipes Resolved — Resolved an issue where duplicate recipes were being created for brand-level items, which could cause inconsistencies in recipe data.

• Inventory Variance Review Calculation Fix — Updated the Inventory Variance Review report to use exact date matching for beginning and ending inventory values, resolving an issue where the report was returning unexpected numbers.

• Inventory variance transfer amount fix — Corrected an issue where transfer amounts were displaying incorrectly in the Inventory Variance by Location report.

• PMix Daypart Duplicate Line Fix — Resolved an issue where the Product Mix report was generating duplicate lines for items when a daypart was selected.

• Report categories user access fix — Fixed an issue where report categories were not accessible for certain users.

• CFR Report Prior Period Date — Fixed an issue where using a short fiscal year caused the Cash Flow Report to display incorrect prior period dates.

• Location Comparison Report Group Filter — Fixed an issue where the Location Comparison report returned no results when two groups were selected via the Filter By Group option, and corrected the Sales Per Labor Hour average calculation.

• Fixed Assets: Draft assets on the Asset Value Report — The Asset Value Report now includes draft assets when Status is set to Draft or All Statuses. Draft assets are not included in report totals, so totals still tie to your balance sheet.

• Sick Pay Accrual Balance Total — Fixed an issue where the sick pay balance source total was calculated incorrectly in time off accruals.

• DSS Labor Data Consistency — Fixed an issue where labor data was not consistently appearing on the Daily Sales Summary.

Platform

• Import Tool: Credit Expected GL Account No Longer Required for Polling Locations

You can now flag a payment as final pay, and see which payments are flagged, directly from the Pay Run Details grid and the Payment Details page. Previously, there was no indicator, and payments not set through the pay run wizard couldn't be corrected.

This update includes the following:

• Final pay indicator. The Pay Run Details grid and the Payment Details page now show a Final pay indicator for flagged payments. The indicator appears in the Flags column on the grid.

• Mark or remove final pay. On the Payment Details page, open the actions menu and select Mark as final pay or Remove final pay. This option is available to users with edit permission on the payment.

• Employee separation required. A payment can't be marked as final pay until the employee's separation is complete. If the employee hasn't been separated, selecting the action opens one of two messages:

  • Start employee separation? appears if you have permission to start separation.

  • Employee separation required appears if you don't. Ask someone who manages permissions to grant you access to start employee separation.

• Wizard-set final pay. If final pay was originally set in the pay run wizard, the menu option is unavailable and a tooltip explains why.

• Audit trail. Marking and removing final pay are recorded in the Audit Log. Filter Record Type by Payroll Changes to review them.

Learn more about Payment Details and Pay Run Details.

AI Scheduler is a new feature on the Scheduling page that generates a draft schedule for your location using artificial intelligence. Scheduling users can review, adjust, and approve AI-generated shifts before publishing, with full visibility into any labor rule considerations along the way.

• Generate shifts with a click. Select Build with AI from the Scheduling page to generate a full week of suggested shifts. AI Scheduler builds the draft using your location’s schedule history, punch history, and labor forecast—prioritizing actual scheduling data to match how your location already operates.

• Smart staff matching. AI Scheduler reviews each employee’s recent shifts to understand their usual hours, jobs, and schedule patterns. It places staff close to their typical routine while respecting availability, approved time off, job qualifications, and labor rules.

• Labor rule visibility before you approve. Each suggested shift that would trigger a labor rule is flagged with the name of the rule that applies—such as daily overtime or spread of hours—so scheduling users can make informed decisions before anything is saved.

• Bulk approval in one step. The review panel shows all AI-generated shifts together. Approve shifts approves all pending suggestions at once and shows a summary of any flagged shifts or shifts AI couldn’t staff. Shifts that couldn’t be staffed become open, unassigned shifts when approved.

• Non-destructive. If a week already has shifts—added manually, from a template, or copied from another week—AI Scheduler leaves them in place and only suggests shifts for the gaps. Days already passed are skipped.

• Seamless publishing. When you publish a schedule, any AI-suggested shifts that haven’t been individually approved are approved automatically before the schedule publishes.

AI Shift Assist is now available. This feature uses AI to automatically match open shifts with eligible employees and send shift offers on a manager’s behalf—reducing the time spent manually reaching out to find coverage.

• When a shift is offered with AI Shift Assist enabled, the system ranks eligible employees into candidate tiers—Preferred and Requires Review—based on factors like availability and fit.

• Shift offer notifications are sent in waves based on how much time remains before the shift starts:

  • More than 48 hours: Preferred employees are notified first, and the next wave is scheduled.

  • 24–48 hours: Preferred and Eligible employees are notified, and the third and final wave is scheduled.

  • Less than 24 hours: All tiers—Preferred, Eligible, and Eligible with Warnings—are notified at once.

• Shift offer notifications are saved in the notification center for both managers and employees. Managers and employees can control their AI Shift Assist notification preferences in their notification settings.

• Offering a shift from the mobile app can also trigger AI Shift Assist matching when the feature is enabled.

• Managers can also remove individual employees from the AI Shift Assist candidate list for a given shift offer directly from the Manager Queue.

The new Integrations Dashboard page shows POS sync health for every location you have access to, so you can see whether POS imports ran, why one failed, and re-sync POS data without filing a support ticket!

Learn more about the Integrations Dashboard, and how users with POS Sync or POS Admin permission can re-sync POS data from the Dashboard.

The Schedule tab on the Employee Form has been renamed to Availability and now supports multiple dated availability records instead of a single flat weekly pattern.

• Records are marked Recurring or Temporary, each with an effective date range, a status label of Active or Upcoming, and a per-day availability grid.

• A new Add button creates additional records without replacing the existing schedule.

• Scheduling users can update availability for a specific date range without losing the underlying recurring schedule.

• Employees can submit availability change requests that take effect on a chosen date, supporting planned leaves, seasonal changes, and on-call rotations.

• Managers review and approve these requests from a new Availability Requests tab on the Manager Queue or import availability for employees.

The Labor rules page includes a Rule library tab with prebuilt federal, state, and city labor rules. Admins can apply library rules to matching locations, manage the locations of applied rules, and customize a rule to change its settings. The Applied rules tab shows a Source column with Library or Custom for each rule.

When AI Labor Rules is enabled, new locations receive their matching library rules automatically after the shipping address is saved. A Settings dialog on the Labor rules page controls this behavior.

Learn more in Rule Library Overview and Automatically Apply Rules to New Locations.

Introducing single sign-on between Restaurant365 and R365 Hire, powered by CareerPlug! For restaurants with Hire Essentials or Hire Pro, employment-eligibility (I-9) verification is now completed in the R365 Hire app instead of in Restaurant365. The Hire entry in the web app switcher as well as the R365 mobile app More menu opens R365 Hire directly, and the I-9 options in onboarding and on the My Account page no longer appear.

Hire Pro also adds a “Payable employees need I-9 review” card on the Employees page, so users who process onboarding can see how many employees have pending I-9 reviews.

Learn more about completing I-9 verification with R365 Hire.

R365 has added new fields to the I-9 form and introduced audit logging for I-9 activity.

• Employer signature fields: Before signing, the employer section now collects the signer’s first name, last name, and job title. This applies to all customers.

• Issuing Authority field: For List B and List C documents, the Issuing Authority field is now required. Some document types pre-fill a common issuer (such as USCIS), which can be edited. Values are limited to 25 characters.

• Country of Issuance: Now a dropdown field.

• I-9 Audit Log report: A new report on the Reports page (Payroll tab) shows I-9 activity for a selected date range, filterable by employee, legal entity, and event type. Event times are in UTC. Requires Work Eligibility to be enabled and HCM Payroll to be active.

Note for Hire 2.0 customers: I-9s cannot be enabled for any location while Hire 2.0 is active.

Breaking change for existing Snowflake Data Share users.

Columns with data masking policies have been removed from eight analytics tables. Snowflake Data Share does not support masking policies, so these columns could not be included in the share.

If your queries or reports reference columns that are no longer available, update them before reconnecting. See the Snowflake Data Share Data Dictionary for the current column reference.

Affected tables: calendar_table, daily_sales_summary_table, gl_account_table, legal_entity_table, location_table, transaction_detail_table, transaction_table, user_table

Three new tables are now available in the Snowflake Data Share:

A Data Dictionary is now available in the developer hub with a reference article for each of the 11 tables in the share. Each article lists every available column, its data type, and a plain-language description. See Snowflake Data Share to get started.

The Target Profit % field on menu item records and imports has been renamed to Target Margin %. The value has always represented a margin target — the new name prevents it from being confused with markup and aligns it with the Margin % label already used in the Menu Price Analysis report.

This is a label change only. Saved values, report results, and existing import files are not affected.

• Square Payment Lookup Window Setting — A new setting, SquareV2.PaymentWindowDays, extends the payment lookup window, resolving cases where card payments were imported as "Outstanding Balance" instead of the correct card brand.

• Aloha Refunded Tax Adjustment Setting — A new setting, AlohaExcludeNegativeTaxOnRefund, prevents negative PST and GST rows from Aloha refunds from creating balancing adjustments.

• Cake Discounts as Payments Setting — A new setting, Cake.ForceDiscountsAsPayments, allows Cake POS discounts to be mapped as payments instead of negative sales.

• Arrow Voided Discount Setting — A new setting, Arrow.VoidedDiscountFix, corrects the calculation logic for voided Arrow POS discounts, preventing them from polling as positive payments.

• Shared CFR Templates Preserved on Instance Deletion — When an organization instance is deleted, shared roles and CFR templates are now automatically migrated to the remaining instance, preventing them from becoming broken or inaccessible.

• AP Processing Email Duplicate Deletion — Fixed an issue where duplicate whitelisted email addresses on the AP Processing Email tab in System Preferences could not be deleted.

• Bank Activity Voided Transaction Matching — Fixed an issue where voided transactions were incorrectly included when attempting to match payment sets in Bank Activity.

• Credit Memo Import Date — Fixed an issue where credit memos were importing with the original invoice reference date instead of the issued date.

• Daily Operations Report Value Errors — Fixed an issue where #VALUE! errors appeared in the Prior Year Sales, Sales Difference, and Prior Year Guest columns of the Net Sales by Daypart by Sales Category section of the Daily Operations Report.

• Payment Run Discount Account — Fixed an issue where the Terms Discount Account from the vendor record was not auto-populating in a new Payment Run, which prevented the record from being saved.

• Purchase Order Column Sort Navigation — Fixed an issue where sorting a purchase order by a column header prevented the Enter key from advancing to the next line item when entering order quantities.

• Negative Quantities on Invoice Lines — Resolved an issue in the new AP Invoice experience where negative quantities could not be entered on invoice detail lines.

• Vendor Same Amount Approve and Close — Invoices flagged with a Vendor Same Amount warning can now be closed using Approve and Close, and mass approvals in the grid no longer display erroneous failure messages.

• VCard Payment Method on Vendor Form — The VCard payment method now correctly saves in the new vendor form, and the Mark as Paid feature works as expected for VCard vendors.

• Efficiency Percentage Discrepancy Fixed — Corrected a calculation inconsistency that caused significant variance in Efficiency Percentage values between the Above-Store AvT and AvT reports.

• Historical Sales DSS Grid Display Fix — Resolved an issue where historical imported sales were reported as successful but did not appear in the Daily Sales Summary grid.

• PO-Linked Invoice Shows Single Item — Resolved an issue in the new AP Invoice experience where linking a purchase order initially displayed only one line item instead of all items from the linked purchase order.

• Invoice Threshold Alert "Now" Value — Fixed an issue in the new AP Invoice experience where hovering over a threshold alert icon displayed a dash (—) instead of the correct current value.

• Invoice Form Location Auto-Populate Fix — The new invoice form now correctly respects user preference settings that prevent the detail location from automatically matching the header location.

The Link item side panel in Draft Transactions now includes Link and next and Create and next buttons. AP Capture users who process multiple unlinked items can now work through them in a single, continuous workflow—without closing and reopening the panel between rows.

• Link and next links the selected vendor item to the current row and automatically advances the panel to the next unresolved unlinked row.

• Create and next creates a new purchase item, links it to the current row, and advances to the next unresolved row.

• Users can switch between linking and creating for different rows without leaving the panel.

• When all unresolved rows have been processed, the panel closes automatically and the form updates to reflect the linked rows.

• If a link or creation attempt fails, an error message appears inline and the panel stays on the current row so users can retry.

• 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.

• 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.