---
title: "Release Notes: Q2 2025"
slug: "release-notes-april-2025"
description: "April 2025: user editing security update, R365 Payments refunds, vendor item deletion prevention, mobile My Tasks widget, NDCP integration."
updated: 2026-07-15T18:22:03Z
published: 2026-07-15T18:22:03Z
canonical: "docs.restaurant365.com/release-notes-april-2025"
stale: true
excludeFromSearch: true
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Release Notes: Q2 2025

The following updates were included in release notes from April 1, 2025 to June 30. 2025.

## April 2025

## Platform

**Security & permissions Update**

[User editing](/doc/docs/manage-access-to-security-and-permissions) 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](https://docs.restaurant365.com/docs/manage-access-to-security-and-permissions#grant-access-override)’ enabled on their [user record](/doc/docs/user-record).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VC659HDR.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

### Mobile

**Navigation Menu Help Button**

A new help button on the [{{ glossary.R365}}-app-overview#r365-app-navigation-menu" target="_self" translate="no">mobile navigation menu](https://docs.restaurant365.com/docs/<span class=) 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V3Q3CKI9.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

---

## **Accounting**

### **R365 Payments**

**Refund R365 Payments**

Organizations with the [R365 Payments Service](/doc/docs/r365-payments-service) now have the option to [refund payments](/doc/docs/refund-r365-payment) 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A2K1S47P.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**Unapprove R365 Payments in an Unapproved Status**

Organizations with the [R365 Payments service](/doc/docs/r365-payments-service) now have the option to unapprove payments that are in a [‘Not Sent' status.](/doc/docs/r365-payment-statuses)

---

## Operations

### Vendor Items

**‘Missing Item’ Prevention**

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.

### Mobile

**My Tasks Dashboard Widget**

Quickly view and access [My Tasks](/doc/docs/mobile-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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0T9X1FWW.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

---

## Workforce

### Pay Runs

**New Earning Code - Contractor Hourly**

A new [earning type,](/doc/docs/workforce-payroll-earning-and-deduction-types) Contractor Hourly, has been added to payroll. This earning type can be used in [one-time payments](/doc/docs/workforce-one-time-payments), [earning imports](/doc/docs/import-earnings), and on the [Payment Details page](/doc/docs/workforce-payment-details-page) when [adding earnings](/doc/docs/workforce-r365-payroll-adding-and-editing-earnings).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SEWKT8TL.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**Payroll Import Update – Previously Paid Earnings**

A new 'Mark earnings as previously paid' checkbox has been added to the [Add Import Wizard](/doc/docs/add-import-wizard) for [earnings imports](/doc/docs/import-earnings). 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MXKUSXJM.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

---

## **Reports**

### My Reports Updates

**Daily Roster Report - Shift Notes**

Shift notes can now be included when generating the [Daily Roster report](/doc/docs/daily-roster).

### R365 Intelligence

**New Metrics**

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.

**New Attributes - Purchasing UofM & Revenue Center**

The following new attributes are now available in Intelligence:

- Purchasing UofM
- Revenue Center

---

## Integrations

**New Integration - NDCP**

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

**New Integration - Supplyit**

R365 now supports an integration with [Supplyit](/doc/docs/supplyit-integration), a food management platform, accessible through the [Integrations page](/doc/docs/integrations-menu). This integration enables automated invoice retrieval on a customizable polling schedule and includes options to [repoll or reprocess transactions](/doc/docs/repoll-or-reprocess-supplyit-invoices) as needed. It also supports connections to multiple Supplyit companies, streamlining invoice management across entities.

---

## May 2025

## Platform

**Audit Log - Unsubmitted Purchase Orders**

A new ‘Unsubmitted’ event type has been added to the [Audit Log](/doc/docs/event-audit-log) for [Purchase Orders](/doc/docs/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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-25RZ2QIU.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**Auto Logout - Deactivated Users and Reset Passwords**

When a user is [marked inactive](/doc/docs/deactivate-or-delete-a-user) or r[esets their password](/doc/docs/resetting-user-passwords), they will be automatically logged out of all sessions of R365.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-66TUAPFO.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**Single Sign-On - Okta and Microsoft Entra**

R365 now supports [Single Sign-On (SSO)](/doc/docs/single-sign-on-sso) through both [Okta](/doc/docs/okta) and [Microsoft Entra/Azure](/doc/docs/microsoft-entra-1), enabling secure, simplified access across applications. Organizations can now [enable SSO](/doc/docs/enable-sso) directly in their R365 database on the [Single Sign-On page](/doc/docs/single-sign-on-page).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JSMAPOEH.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

---

## **Accounting**

### **R365 Payments**

**New Legal Entities & Bank Verification Tab**

A new [Legal Entities & Bank Verification tab](/doc/docs/system-preferences-legal-entities-and-bank-verification) 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UOE3GZD3.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**Unvoid R365 Payments**

Organizations with the [R365 Payments service](/doc/docs/r365-payments-service-category) now have the option to [unvoid voided R365 Payments.](/doc/docs/voiding-a-payment-with-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.

### **Capture AI**

**Reprocess Failed Documents**

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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G5UJKWRC.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**Reset Documents in Bulk**

An option to [**reset documents**](/doc/docs/reset-document-in-docs-to-process) in bulk has been added to documents to process. Resetting a document deletes the [OCR mappings](https://docs.restaurant365.com/doc/docs/ocr-mapping) for the [draft transaction](https://docs.restaurant365.com/doc/docs/draft-transaction-sidesheet) and returns the document to a waiting status.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8KKHTS8H.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

> [!NOTE]
> The option is only available if all documents selected can be reset.

### Records

**Vendor Record - Location Tab Update**

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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I1Z3EAGL.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

---

## Operations

### Inventory

**View the Variance Review Tab by Reporting UofM or Inventory UofM**

The Inventory Count’s [Variance Review](/doc/docs/inventory-count-variances) menu now enable users to elect whether to display the item information Inventory UofM 1 or Reporting UofM.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NACMJF3F.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

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.

****Mobile**: Item Search on Waste Log & Donation Log**

There is now an item search bar on the mobile Items screen of an existing [waste log](/doc/docs/r365-red-app-waste-logs) or [donation log](/doc/docs/r365-red-app-donation-logs-overview). The item list can be searched to find an item on the log.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4K8X5FRG.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

### Daily Sales Summary (DSS)

**DSS Transactions Review: Linked Sales Tickets**

When reviewing Comps and Promos on the DSS [Transactions](/doc/docs/daily-sales-review-summary-transactions) tab, users can now click on a sales ticket ID to open the associated sales ticket.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MS46GWC4.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**Labor Totals for Excluded Employees**

> Labor totals are not calculated for employees in polled data who have both of the following settings enabled on their [R365 employee record](https://docs.restaurant365.com/docs/employees):
> 
> - Exclude Labor Hours
> - Exclude Labor $
> 
> This exclusion applies to labor rules, daily sales summary, and labor reporting. These employees’ punch details will display $0 and 0 hours.
> 
> 
> 
> ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1QDRK3MQ.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

---

## **Reports**

### My Reports Updates

**R365 AP Payments Report - GL Date and Billing Date Column Updates**

The following updates are being made to the [R365 AP Payments](/doc/docs/r365-ap-payments-report) 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**.

**New Report: Actual vs. Theoretical Location Summary**

The new [Actual vs. Theoretical Location Summary](/doc/docs/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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7CH3EII2.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**New Report: APS Export**

The new [APS Export](/doc/docs/aps-export) exports labor data while also allowing users to add additional earning data for employees.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HVDFGZJG.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

### R365 Intelligence

**Add Data by Dataset**

Users can now [add data to a dashboard by dataset](https://docs.restaurant365.com/docs/r365-intelligence-adding-data-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 R365 Intelligence Videos!**

New [how-to videos for R365 Intelligence](https://docs.restaurant365.com/docs/r365-intelligence-how-to-videos) are available!

**Datasets - New Metrics**

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.

**Datasets - New Attributes**

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

- Purchasing UofM
- Revenue Center

---

---

## June 2025

## June 20 2025

### Mobile - R365 App

**Inventory Count Variance Review**

Users can now review variances in inventory counts on the [Variance Review - Theoretical screen](/doc/docs/mobile-variance-review-screen) in the R365 App!

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SRUYRVGF.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

---

## June 6th 2025

### User Setup

**Password Field Hidden for New User Setup**

Password fields have been removed from all areas where users are created or edited, including the [User Record](/doc/docs/user-record-general-tab) , [Setup Assistant](/doc/docs/r365-setup-assistant), and Import Tool. Password creation and [resets](/doc/docs/resetting-user-passwords) are now handled entirely via email streamlining the process and improving security.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U7Q65J6E.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

### My Reports

**My Reports Reorganization**

[My Reports](/doc/docs/my-reports-overview) 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D3YJK0RN.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**Consolidation Production Report: New Order Status Parameter**

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

> [!NOTE]
> All Unfulfilled Orders options includes orders with status of Open, Submitted or Shipped.

**Waste History Report: New Show Unapproved Parameter**

The [Waste History](/doc/docs/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.

**Actual vs Theoretical Analysis: Recipe Expansion for Log Prep Items**

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![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-44EFRSYQ.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PRBVYTRF.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**New Report: Actual vs. Theoretical Location Summary**

The new [Actual vs. Theoretical Location Summary](/doc/docs/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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7CH3EII2.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**Report Subscriptions - Schedule by Fiscal Period**

[Report Subscriptions](/doc/docs/report-subscription-record) now include the option to schedule by period— fiscal or operational.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UPU8RJM6.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

### R365 Intelligence

**New Metrics: Beginning Balance and Ending Balance**

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.

### Accounting Transactions

**New - Custom Fields**

[Custom Fields](/doc/docs/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](/doc/docs/gl-account-detail) and [Profit and Loss](/doc/docs/profit-and-loss) reports, allowing users to filter results based on selected field values for more focused financial analysis.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VQBVMY06.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**journal entry Update**

The [journal entry](/doc/docs/journal-entry-update-2025) and [payroll journal entry records](/doc/docs/payroll-journal-entry-record) 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YRGF6A8B.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

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

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9RLKLUZ2.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

**Payment Run Update**

An option to display credit memos in Payment Runs has been added in the [Miscellaneous tab or System Preferences.](/doc/docs/system-preferences-miscellaneous)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TO0WOMO0.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OZ9UAZ3H.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

### Capture AI

**Draft Transaction Sidesheet - New Location Column in Details**

A location column has been added to the detail section of the [Draft Transaction Sidesheet](/doc/docs/draft-transaction-sidesheet) enabling users to assign detail rows to the desired location.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-34TTYCPV.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

### Inventory

**Actual as Theo Column in Items Grid**

Users can now view an Actual as Theo column in the [Items grid](/doc/docs/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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AMCLO7VN.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

### Payroll

**New - Recalculate Payments**

An option to [recalculate a payment](/doc/docs/recalculate-a-payment) has been added to the [payment details page](/doc/docs/workforce-payment-details-page). Recalculating a payment recalculates taxes and deductions for the payment and refreshes the page.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9CX2SLTQ.png?sv=2026-02-06&spr=https&st=2026-11-14T06%3A06%3A17Z&se=2026-11-14T07%3A06%3A17Z&sr=c&sp=r&sig=JwjpTs3721mlXbjYzsRW3MuLM%2BOmzJczfCdcKdZUOc8%3D)

Access rights granted to users or user roles that dictate what actions they can perform within the system.

Structured documents that provide insights and summaries of various operational metrics and financial data.

Restaurant365

Financial account used to record specific transactions in the general ledger.

Journal entry (JE) Record posted to the General Ledger to document financial activity.