Release Notes: Q4 2026

• 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.

The AP Center has a new look. 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 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.

• New option to start another payment run: After creating payments, a confirmation dialog now appears offering the option to start a new payment run — carrying over the account, entity, and location selections — or return to the current run. The header Save button also includes new Save & new and menu include Start new action.

• Save as copy: Save as copy saves the current payment run as a copy.

• Check printing warning for large remittance stubs: When printing a check with 16 or more invoices, a warning dialog now appears before printing. From the dialog, you can close, download the full remittance, or continue to print.

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.

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.