Release Notes: Q2 2025

User editing is now restricted to permissions, locations, and report roles that match the editor’s own access level. Editing a user also requires at least one shared location. To edit beyond these limits, users must have ‘Can grant access beyond personal level’ enabled on their user record.

A new help button on the {{ glossary.R365}}-app-overview#r365-app-navigation-menu" target="_self" translate="no">mobile navigation menu enables users to access the R365 Knowledge Base from the app.

Tapping the help menu icon in the top right corner of the navigation menu will open the mobile knowledge base articles in the device browser.

Organizations with the R365 Payments Service now have the option to refund payments in a ‘Funding’ status. Refunded payments will not result in any communication to the vendor, and will flag the payment to be refunded back to the organization.

Organizations with the R365 Payments service now have the option to unapprove payments that are in a ‘Not Sent' status.

To prevent missing items on AP transactions, vendor item deletion will be disabled for vendor items that are associated with approved transactions. If a vendor item is connected to approved transactions and a deletion is attempted, users will encounter a ‘Vendor item cannot be deleted’ error message. This update will ensure that historical data will be maintained.

Quickly view and access My Tasks from the My Tasks Dashboard widget!

The new My Tasks widget on the mobile dashboard gives users a snapshot of their tasks that are Overdue and Due Today as well as the number of Request tasks. Tapping an icon will open the corresponding list.

A new earning type, Contractor Hourly, has been added to payroll. This earning type can be used in one-time payments, earning imports, and on the Payment Details page when adding earnings.

A new 'Mark earnings as previously paid' checkbox has been added to the Add Import Wizard for earnings imports. When selected, the imported earnings will appear on the pay stub, be included in tax calculations, and marked as previously paid—ensuring they are recorded but not paid out again.

Shift notes can now be included when generating the Daily Roster report.

The following new metrics are now available in Intelligence:

• Cash O/S (Over/Short)

• Forecasted Gross Sales

• Forecasted Labor Hour

• Forecasted Net Sales

• Optimal Labor Hour

• Projected Gross Sales

• Projected Net Sales

Each of these also has the Prior Week (PW), Prior Year (PY), Over Week to Date (OWTD), Over Period to Date (OPTD), and Over Year to Date (OYTD) metric available.

The following new attributes are now available in Intelligence:

• Purchasing UofM

• Revenue Center

R365 now supports an integration with NDCP, a global supply chain management company serving Dunkin’. Managed through the Integrations page, this connection enables automated invoice retrieval via API based on a customizable polling schedule. Users can also repoll or reprocess transactions as needed. The integration supports multiple NDCP company connections, simplifying invoice management across multiple entities.

R365 now supports an integration with Supplyit, a food management platform, accessible through the Integrations page. This integration enables automated invoice retrieval on a customizable polling schedule and includes options to repoll or reprocess transactions as needed. It also supports connections to multiple Supplyit companies, streamlining invoice management across entities.

A new ‘Unsubmitted’ event type has been added to the Audit Log for Purchase Orders. This event is triggered when the ‘Undo Send’ option is selected or when ‘Unsubmit’ is used in bulk editing on the Orders page.

When a user is marked inactive or resets their password, they will be automatically logged out of all sessions of R365.

R365 now supports Single Sign-On (SSO) through both Okta and Microsoft Entra/Azure, enabling secure, simplified access across applications. Organizations can now enable SSO directly in their R365 database on the Single Sign-On page.

A new Legal Entities & Bank Verification tab has been added to System Preferences, giving organization visibility into the the statuses of their legal entities and bank account setup for R365 Payments in one centralized location.

Organizations with the R365 Payments service now have the option to unvoid voided R365 Payments.

If the payment date has passed (including if it is after the payments cutoffs), the invoices will not be reapplied and the payment will not be processed by the R365 Payments service.

If the payment date has not passed, the payment will be set to a scheduled status.

If a document fails to process in Docs to Process, the status will update to ‘Failed’ and the option to create will be displayed so the document can be reprocessed.

An option to reset documents in bulk has been added to documents to process. Resetting a document deletes the OCR mappings for the draft transaction and returns the document to a waiting status.

The option is only available if all documents selected can be reset.

The Location tab on the vendor record now supports multiple vendor account numbers per location, and the same account number can be assigned to multiple locations. This provides greater flexibility for managing vendor accounts across locations.

The Inventory Count’s Variance Review menu now enable users to elect whether to display the item information Inventory UofM 1 or Reporting UofM.

The toggle will keep the user’s last selection. If it was set to Reporting U of M when the inventory count was closed, the setting will remain for the next count that is reviewed.

There is now an item search bar on the mobile Items screen of an existing waste log or donation log. The item list can be searched to find an item on the log.

When reviewing Comps and Promos on the DSS Transactions tab, users can now click on a sales ticket ID to open the associated sales ticket.

The following updates are being made to the R365 AP Payments report:

• The Date column is being renamed to GL Date

• A new Billing Date column is going to be added:

  • This column information  will be confined to the date parameter.

  • For ACH and Check transactions, this column will match the Issued Date.

  • For vCard  transactions, this will match the Cleared Date.

The new Actual vs. Theoretical Location Summary report is a consolidated view of the Above Store Actual vs. Theoretical Analysis (AvT). This report shows the AvT at the location level across multiple locations. With this report, above-store operators can compare total food variance performance across all their locations in one place.

The new APS Export exports labor data while also allowing users to add additional earning data for employees.

Users can now add data to a dashboard by dataset! Datasets are curated collections of related attributes and metrics that are grouped within a specific domain. Datasets are predefined sets of objects that ensure compatibility and efficiency when creating dashboards.

New how-to videos for R365 Intelligence are available!

With the release of R365 Intelligence Datasets, the following new metrics have been made available:

• Cash O/S (Over/Short)

• Forecasted Gross Sales

• Forecasted Labor Hour

• Forecasted Net Sales

• Optimal Labor Hour

• Projected Gross Sales

• Projected Net Sales

Each of these also has the Prior Week (PW), Prior Year (PY), Over Week to Date (OWTD), Over Period to Date (OPTD), and Over Year to Date (OYTD) metric available.

With the release of R365 Intelligence Datasets, the following new attributes have been made available:

• Purchasing UofM

• Revenue Center

Users can now review variances in inventory counts on the Variance Review - Theoretical screen in the R365 App!

Password fields have been removed from all areas where users are created or edited, including the User Record , Setup Assistant, and Import Tool. Password creation and resets are now handled entirely via email streamlining the process and improving security.

My Reports has changed! The following changes were made to My Reports.

• Report Reorganization - Reports were reorganized. The My Reports page tabs have new names, and the reports within them have been sorted into sections.

• My Reports Tab - The new My Reports tab on the My Reports page has a new Recents section and the Favorites section. From this tab, users can view their most recently run reports as well as the reports they’ve marked as favorites.

• Search Bar - Use the new and improved search bar to easily locate any report in the catalog! Results will surface on the Results tab, where the reports can be run or customized.

The new Order Status parameter on the Consolidation Production Report determines whether the report displays items with the selected order status(es). The options include:

• All Unfulfilled orders

• Shipped

• Open

• Fulfilled

• Submitted

• Cancelled

The Waste History report now has a new parameter. The Show Unapproved parameter will determine whether to show unapproved waste logs in addition to approved waste logs on the report or only show approved waste logs.

Recipes that are marked as Log Prep that are not Received From Commissary will appear on the AvT report broken out into their individual ingredients. Ex. Each individual item used as an ingredient for the recipe ranch dressing will appear on the AvT in place of the recipe item

Recipes that are marked as Log Prep that are Received From Commissary at the location of the selected inventory count will appear as a singular recipe item. All other conditions for recipes on the AvT will appear as a singular recipe item. Ex. The recipe item ranch dressing will appear as ranch dressing.

The new Actual vs. Theoretical Location Summary report is a consolidated view of the Above Store Actual vs. Theoretical Analysis (AvT). This report shows the AvT at the location level across multiple locations. With this report, above-store operators can compare total food variance performance across all their locations in one place.

Report Subscriptions now include the option to schedule by period— fiscal or operational.

The following two new metrics will be added to R365 Intelligence as part of the GL Detail dataset:

• Beginning Balance: The starting or earliest balance of an GL account based on an opening and closing period. Beginning Balance includes unapproved transactions.

• Ending Balance: The closing or most recent balance of a GL account based on an opening and closing period. Ending Balance includes Unapproved transactions.

Custom Fields enable organizations to assign user-created values to AP invoices, credit memos, and journal entries, enabling more tailored data entry and reporting.
Each transaction type can have up to three active custom fields, and fields only appear on the records they’re assigned to. Custom Fields are included in the GL Account Detail and Profit and Loss reports, allowing users to filter results based on selected field values for more focused financial analysis.

The journal entry and payroll journal entry records have been refreshed while preserving existing functionality. The updated record includes a collapsible header for an expanded workplace in the table grid , new tabs for attachments and statistical entries, and an activity feed to track changes.

For a limited time, users can toggle between the classic and new journal entry versions from the action menu.

An option to display credit memos in Payment Runs has been added in the Miscellaneous tab or System Preferences.

When enabled, credit memos are pulled out of the Credits and Discounts sidesheet and are displayed in the invoices table allowing users to apply credit memos in the invoices table. An additional column, ‘transaction type’ is also added to the invoices table.

A location column has been added to the detail section of the Draft Transaction Sidesheet enabling users to assign detail rows to the desired location.

Users can now view an Actual as Theo column in the Items grid! This column shows whether an item has the ‘Actual as Theoretical’ checkbox checked on the item record. This column can be edited in grid individually or using bulk edit.

An option to recalculate a payment has been added to the payment details page. Recalculating a payment recalculates taxes and deductions for the payment and refreshes the page.