Release Notes: New Releases

A new system preference, Require location selection on upload, is now available for organizations using AP Capture AI. When enabled, users must select a location before a manual AP invoice or credit memo upload can be submitted.

If a user clicks Upload without selecting a location, a "Location is required" error displays inline. Once a location is selected, the upload proceeds as normal. Users with access to only one location are not affected — their location is pre-filled automatically.

This setting applies to manual uploads from Documents to Process and the Create Menu. Email and FTP uploads are not affected.

For organizations newly activating AP Capture AI, this setting is enabled by default. For existing organizations, it is disabled by default and can be turned on in Administration > System Preferences > Miscellaneous.

For more information, see Require Location Selection on Upload.

Report subscriptions that generate files larger than 10 MB now deliver via a download link included in the email rather than as a file attachment. Reports under 10 MB continue to deliver as attachments. Previously, subscriptions with large report files either arrived without attachments or failed to send entirely.

No configuration changes are required. All existing subscriptions run as scheduled with reliable delivery regardless of report file size.

Learn more about report subscriptions.

Logged-in readers can now mark articles, decision trees, API endpoints, and page categories as favorites using the heart icon, and access all saved items from a dedicated Favorites section in the left panel or via their profile.

When printing checks locally from a Bank Expense or AP Payment transaction, the From address on the check now reflects the Billing Address of the Location or Legal Entity record, based on your Print Checks From setting in System Preferences. If no Billing Address is defined on the record, the Shipping Address is used as a fallback.

Previously, the Shipping Address was always used as the From address, even when a Billing Address was defined.

To verify or update the addresses on your Location or Legal Entity records, see To and From Addresses in R365 Payments.

Restaurant operators can now access AI-powered labor insights directly in the DSS, replacing static reports with dynamic trend analysis informed by Snowflake data.

Labor Insights introduces an AI-driven analytics experience that surfaces patterns and trends over time across multiple dimensions — including labor vs. guests, scheduled vs. actual hours, and overtime vs. scheduling patterns. Key capabilities include:

• Trend analysis across weekly, monthly, and yearly time horizons to surface longer-term labor patterns and seasonality.

• Turnover trend exploration with correlation to overwork and scheduling imbalance, helping identify at-risk teams or locations earlier.

• Multi-location comparisons to benchmark staffing performance across sites (additional comparison views planned).

• In-product feedback loops and targeted in-app messaging so users can act on insights and share feedback without leaving the product.

• Planned support for additional context such as weather data and cohort segmentation to better explain external drivers of labor performance.

Learn more about opting-in to Labor AI insights.

Break information is now available directly in Timecards, giving managers greater visibility and control over employee breaks. Breaks are out of beta and available to all Timecard users.

• View breaks on the Timecard grid — Break details appear as a column on the Timecard grid and on individual employee timecards. → [Timecard Page]

• Add, edit, or delete breaks — Managers can make corrections directly in the timecard without leaving the page. → [Manage Breaks on Timecards]

• Audit log tracking — All break changes are captured in the timecard audit log for accountability and record-keeping. → [Timecard Shift Record]