Release Notes: January 2024

The Restaurant365 Classic App has been deprecated and removed from app stores. In its place, the Restaurant365 Red App can be used to accomplish your daily work, including:

• Daily Sales

• Manager Logbook

• Schedule Management 

• Announcements 

• R365 Messaging

For questions, please contact your CSM or R365 Support.

The Inventory Count Variance Review tab was updated! Users can now toggle between viewing the variance review table values by quantity or based on the current cost using the new QTY / $ toggle. 

A new Current $ Cost column shows the current cost of the item and is always visible regardless of the QTY /$ toggle setting.

All buttons used to add items onto a Purchase Order or Purchase Order Template were consolidated into one +Add Item button with a dropdown that includes the following:

• + All Primary Items 

• + All Vendor Items 

• + All Order Guide Items (templates only for users utilizing Order Guides)

The top panel on the Purchase Order form can now be collapsed to expand the item list.

When managing donation reason types, users can now elect whether or not to show inactive reasons on the list with the Show Inactive toggle.

The Mass Fulfillment table now has an Order Guide column, where users can see which order guide was used for a commissary order in-grid.

In this release, several improvements and new features have been added to Documents to Process, including a new Recently Completed tab which allows users to view past documents in addition to several key improvements to the Draft Transaction side sheet, including:

• The button used to access the vendor record is available only when a vendor is selected.

• A new Attach button allows users to attach an existing transaction to the document.

• An improved loading screen allows users to access the screen while some parts of the screen are still loading.

• Improved handling of missing or unlinked items.

• Improved overall performance.

When invoices are selected on a saved Payment Run, an Export button appears. Users can select the Export button to download a condensed list of invoices for the Payment Run.  

PTO Accruals allows for managing time off balances and earnings for employees in R365. Accrual policies are created through accrual rules. Accrual rules are then assigned to employees. Employees will have accrued balances for each accrual rule assigned to them. 

Our team is in the process of migrating customers from the legacy PTO Policies system to the new PTO Accruals system. If you have Workforce enabled, a Workforce Coach will reach out to manage this process in the coming weeks.

The bank account entries on payroll journal entries can now be consolidated to a single entry for all of the employee payments and tax disbursements within the associated pay run. When the option to consolidate the bank account lines is disabled, each employee payment and tax disbursement is listed as a separate entry. 

The option to consolidate bank account lines is found on the Miscellaneous tab of System Preferences.

Separation details for an employee can now be updated from the Employment History section on the Employment tab of their Employee Record.

PTO Accruals is available on the R365 App! Employees with PTO Accruals can now view their time-off balances and submit new time-off requests using accruals.

The Proposed Employee Merges report provides users with a list of possible duplicate employee records for all locations to which the user has access. The report provides a reason for the suggested merge by calling out duplicated information.

The Advanced Weekly Sales and Labor report provides managers with a consolidated labor performance report across locations, so that they can view all sales and labor KPIs from one, easy-to-access report.

The ACH Export can now export simple payment files. If a bank does not accept standard ACH files, users can configure the Bank record so that, when a bank account associated with that bank is selected on the ACH Export, the report provides a simple payment file instead of an ACH. To do this, navigate to the Bank record and select Simple Payment Export from the ACH Report drop-down.