Release Notes: December 2025

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December 17, 2025

New Inventory Count Permission - Edit Count Date/Time

A new permission is available in Inventory counts.

The Edit Count Date/Time permission enables users to change the date on an inventory count as it is being created or after it has been created.  

All users with the Edit Inventory Counts permission have automatically been assigned the new Edit Count Date/Time permission. To disable this from any user, manage their user permissions.

(R365 Training) Badge Reporting - User Email Column

The Users table on the Badge Reporting screen now includes each user’s email address.
This update provides a consistent user identifier for reporting and export, supporting admin workflows that rely on accurate user identification across locations.

December 2, 2025

Classic Journal Entry and Payroll Journal Entry Deprecation

The new journal entry experience is being enabled for all customers in December 2025 and the classic version will no longer be available. Learn more about the by the updated journal entry and payroll journal entry record.

Standard Journal Entry:

Payroll Journal Entry:

1099 Forms Updated for 2025 Tax Season

The 1099 reporting process has updated to reflect the latest IRS form revisions for tax year 2025. Specifically:

  • Excess golden parachute payments will now be reported in Box 3 of Form 1099-NEC (previously Box 14 of Form 1099-MISC).

  • Box 14 of Form 1099-MISC is now reserved for future use and is no longer valid for this payment type.

These changes have been applied within the reporting workflows to ensure tax reporting remains fully compliant with IRS regulations for the 2025 tax year.

R365 Intelligence: GL Summary Dataset

A new GL Summary dataset is available for use in R365 Intelligence. This dataset includes the following metrics and attributes:

Metrics:

  • Beginning Balance

  • Ending Balance

Attributes:

  • Approved vs Unapproved

  • Date

  • Day of Week

  • Financial Account Type

  • Financial Report

  • Fiscal Period

  • Fiscal Quarter

  • Fiscal Week

  • Fiscal Year

  • GL Account

  • GL Account Number

  • GL Type Name

  • Legal Entity

  • Location

  • Location #

  • Location Category (#1-10)

  • Operational Period

  • Operational Quarter

  • Operational Reporting Category

  • Operational Week

  • Operational Year

  • Transaction Header Location

  • Transaction Type

R365 Intelligence: Sales and COGs Metrics

The following metrics were added to the Sales & Cogs Metrics folder when adding data by object:

  • Total Beer Cost

  • Total Beer Sales

  • Total Food Cost

  • Total Food Sales

  • Total Liquor Cost

  • Total Liquor Sales

  • Total N/A Bev Cost

  • Total N/a Bev Sales

  • Total Wine Cost

  • Total Wine Sales

These metrics are based on the predefined R365 Operational Reports Categories.

Users Page: Last Login Column

A new column on the Users page now shows each user’s most recent login date and time.