The mobile More menu is the entry point to all features that are not pinned in the bottom tab bar. Features are organized by category (such as Accounting, Inventory, Workforce, and Task Manager). The list of features shown depends on the user’s permissions.
From this menu, users can:
Navigate to screens they have access to.
Open their profile.
Open the R365 Knowledge Base.
Security
User permissions will determine which applications, pages, and actions an individual has access to.
Access to manager and back-office tools (such as AP Approvals, Inventory, Daily Sales Summary, Restaurant schedule, and Logbook) are granted through the standard user permissions managed on user records. For more information, see User Setup and Security.
Self-service tools for employees (such as My schedule, My requests, My time off, and My pay) are only accessible by users with the Employee App Access permission, which is managed on employee records. Learn more about managing Employee App Access.
Navigation
Select More from the bottom tab bar.
More Menu Buttons and Fields
Button/Field | Description | |
|---|---|---|
1 | User Profile | Name and avatar of the current user. Click ‘View profile’ to open the Profile screen. |
2 | Help Button | Opens the R365 Knowledge Base. |
3 | Navigation Button | Opens the associated screen. (See list of mobile screens below.) |
Mobile Screens
Button | Description |
|---|---|
Reports | |
Intelligence | Opens the Intelligence screen. |
Accounting | |
AP transactions | Opens the AP transactions screen. |
Invoice approvals | Opens the Invoice approvals screen. |
Payment run approvals | Opens the Payment run approvals screen. |
Inventory | |
Orders | Opens the Orders screen. |
Inventory | Opens the Inventory counts screen. |
Between store transfers | Opens the Between store transfers screen. |
Waste logs | Opens the Waste logs screen. |
Donation logs | Opens the Donation logs screen. |
Sales & forecasting | |
Daily sales summary | Opens the Daily sales summary screen. |
Workforce | |
Restaurant schedule | Opens the Restaurant schedule screen. |
Schedule requests | Opens the Schedule requests screen. |
Training | |
Training | Opens the mobile app for R365 Training. |
Task manager | |
My tasks | Opens the My tasks screen. |
Forms | Opens the Forms screen. |
Manager log | |
Logbook | Opens the Logbook screen. |
My stuff | |
My schedule | Opens the My Schedule screen. |
My requests | Opens the My Requests screen. |
Time punches | Opens the Time punches screen. |
My time off | Opens the My time off screen. |
My pay | Opens the My pay screen. |
My earnings | Opens the My earnings screen. |
My documents | Opens the My documents screen. |