Release Notes: New Releases

           

The new [SMS Log page](/doc/docs/sms-log-page) lists SMS messages sent by Announcements, Manager Log, and other SMS-enabled features. Each entry also shows the message's delivery status and failure reason. Selecting an entry opens a detail panel showing the sent time, status, recipient, source, and message content.

       

           

The Daily Sales Summary now shows dedicated status indicators while labor is still calculating.

                       

- The Total Labor card, the Labor section header, and each employee's Hours worked, Break, and Variance columns may show a loading state until the system calculates the values.

           

- A dismissible banner explains which values are still calculating. A separate alert flags issues that need attention.

           

- Issue icons now appear only for problems that need attention: unpayable employees, failed calculations, no labor, or a missing fiscal period. Each icon includes its own explanation.

       

           

With the appropriate permissions, use the new Bulk edit items wizard to [add or remove vendor items across multiple purchase order templates at once](/doc/docs/bulk-edit-items-on-purchase-order-templates).

           

Before this release, updating vendor items on PO templates required opening and editing each template individually. This was especially time-consuming when rolling out seasonal items or limited-time offers across many locations.

           

With this release, the Bulk edit items wizard walks users through selecting a vendor, choosing the items to add or remove, and picking the templates to update. Users then apply all changes in a single operation. The wizard shows a full preview of which templates and locations the changes affect before you commit them.

           

Learn more about [bulk editing vendor items on purchase order templates](/doc/docs/bulk-edit-items-on-purchase-order-templates).

       

           

The Prep section on purchased item records is now read-only. The path for creating prep items from the purchased item record is no longer available.

           

What changed:

           

- The Prep section on purchased item records is now locked. If prep was previously off for an item, the toggle stays locked in the off position. If prep was previously on, you can turn off the toggle. This action is permanent. Once you turn off prep for a purchased item, you cannot re-enable it.

           

- The Add Items sheet in Create Prep Items now shows recipe items only. Purchased items no longer appear in the list.

           

- For *prep items that were created from purchased items*, the Available toggle locks permanently once you turn it off. You must confirm the change before it takes effect. This applies to the Prep Items list and the prep item record.

       

           

Managers [submit time off requests on behalf of employees](/doc/docs/create-a-time-off-request-for-an-employee-via-mobile) directly from the mobile app, similar to the experience in web.

           

- A new "+" button on the Time off tab opens the Request time off screen. There, managers submit a request for any employee at their assigned locations.

           

- Selecting an employee automatically loads that employee's time off types, accrual balances, blackout dates, and date restrictions. This ensures the request reflects their specific rules.

           

- If the employee has reached their time off request limit, a confirmation dialog opens. The dialog offers options to override the limit or cancel and return to the form.

           

This feature is available to users with scheduling permissions in the mobile app. It requires no setup.

       

           

The [AP Transactions page](/doc/docs/ap-transactions) has a new look and a new [Memorized AP Transactions tab](/doc/docs/memorized-ap-transactions-page). This page brings AP invoices, credit memos, and payments together in one searchable, filterable list. It replaces the separate legacy views. The Memorized AP Transactions tab replaces the standalone Memorized AP Transactions page. It adds schedule status and template management directly in the grid.

           

This update includes the following:

           

- A new [AP Transactions grid](/doc/docs/ap-transactions)

           

- A bulk action toolbar for Approve, Unapprove, Print Checks, Delete, and Send to R365 Payments, with additional actions for payment holds, check stubs, transaction summary, and 1099 updates

           

- A [Memorized AP Transactions tab](/doc/docs/memorized-ap-transactions-page) on the AP Transactions page, replacing the standalone page

           

- Status badge, next run date, and repeat count visible for each memorized template directly in the grid

           

- Pause and resume for memorized templates, individually or in bulk across multiple selected rows

           

- Quick filters on the memorized tab: Active, Completed, Paused, Due this week, and Expiring soon

       

           

The rule condition editor in the Rule Vault now includes an Ends With function. This function joins Equal To, Contains, and Starts With in the Function dropdown. It matches values that end in a known pattern, such as a vendor code or account suffix. Unlike Contains, it will not over-match broader text.

           

Ends With is available in the following contexts:

           

- For *Bank Activity* sources, on the Name and Comment fields.

           

- For *R365 transaction* sources, on the Location, Comment, Check Memo, and Vendor fields.

           

- Across all rule types that support string conditions: Matching, Payment Group Matching, Create Transaction, and Custom Matching.

           

Learn more about [creating matching rules](/doc/docs/create-a-matching-rule) and [transactions rules](/doc/docs/rule-vault-create-a-rule) in the Rule Vault.

       

           

A new [Edit Guest Count](/doc/docs/daily-sales-review-a-dss#guest-count-review) permission is now available. This permission controls edit access to the Guest Count field on the [Daily Sales Summary (DSS)](/doc/docs/daily-sales-summary). When you disable the permission for a role or user, the Guest Count field on Daily Sales Summary records is read-only. The permission applies to both New DSS and Classic DSS.

           

POS integrations continue to write to Guest Count regardless of how you configure this permission.

           

At release, the permission defaults to off for all roles except Full Access and Admin, which default to on.

       

           

A new Edit Users in Bulk permission is now available. This permission controls access to two bulk-editing entry points: the [Mass Role Update page](/doc/docs/mass-role-update) and the [bulk-edit checkboxes on the Users table](/doc/docs/bulk-edit-users-page).

           

The two permissions are linked. Edit Users in Bulk requires Edit Users to be active. Enabling Edit Users in Bulk automatically enables Edit Users. Disabling Edit Users automatically disables Edit Users in Bulk.

           

The first time this feature is enabled, the system automatically grants Edit Users in Bulk *to any role or user that already has* Edit Users. This preserves existing access without manual reconfiguration.

           

Roles without Edit Users in Bulk cannot access the Mass Role Update page, including via direct URL navigation. The bulk-edit checkboxes on the Users table also do not appear for these roles.

       

           

Permissions now control integration type visibility in Admin → Integrations. The system hides HR, Payroll, Invoices, and POS integration cards for users without a view, sync, or admin permission for that integration type. The system now scopes security roles at the integration type level. This supports least-privilege access to sensitive integration configuration.

           

When a user has no integration type permissions and no Mapping Tool access, the system hides the Integrations menu item in the left navigation entirely.

           

Each integration type supports three permission tiers:

           

- View Only: read-only access to integration cards and connection status

           

- Sync or Polling: ability to trigger sync and polling operations

           

- Admin: full control, including connect, disconnect, and settings management