Release Notes: March 2024

The purchase order form details grid was updated! The following changes were made:

• The Theo on Hand column was renamed to On Hand.

• On Hand values can now be edited, if necessary.

• Hovering over edited On Hand values will show the original theoretical on hand value.

The purchase order grid now has a column that displays comments that were added to the purchase order.

When an ordering location type is set to Customer, users can now auto-generate these orders and set order cut-off times.

Day of the week abbreviations have been added to the availability shown on the Scheduling Calendar.

Employees under the age of 18 can now be identified with a red dot on printed schedules by enabling the 'Identify Minors' print option.

Users can now create AP payments from withdrawals on the Bank Activity page by selecting the new AP Payment button in the transaction row. When this button is selected, the AP Payment record opens as a sidesheet with the several fields already completed using information from Bank Activity. For more information, see Create AP Payment from Bank Activity.

When an invoice is created using the Optical Character Recognition (OCR) feature in Documents to Process, the Created By and Modified By columns on the AP Transactions table display the username of the person who created or updated the document. In addition to this change, a new Origin Data Source column has been added to display the source of the AP invoice.

If an employee is separated or rehired inadvertently, the status change can be aborted by deleting the associated row from the Employment History section on the Employment tab of their Employee Record. Only separations and rehires with a date of 'today' or further in the future can be deleted.

When merging employees, the availability settings from the employee with the most restrictive settings are auto-populated as the default availability settings. These will not necessarily be the settings from the selected 'default' record.

When onboarding an employee from their Employee Record, if the employee's name is the same as another employee who has already been onboarded, the 'Possible Duplicated Employees' confirmation message is displayed.

The Pay Run Details page has had a small facelift with a collection of quality of life improvements: 

1. Back button clearly labeled

2. Pay run type added

3. One-time payment description added

4. Previously Paid Tips column added

5. Tips column added

A new variable deduction type of 'Net Adjustment' has been added. This deduction type is used when making payroll corrections.

Users can now search and filter the Subscriptions page by Report Type. The a new column, labeled Report Type, allows users to filter the table by My Report, CFR Report, CFR Package, or all report types.

The new PTO Liability Report provides users with detailed information about current accruals and pay rates for all employees at all locations to which the user has access. This information helps HR administrators and other high level users to better understand the financial liability of accrued and unused PTO. By knowing these costs ahead of time, the organization can plan and budget appropriately.

This release of the Advanced Weekly Sales and Labor Report features the following improvements:

• The variance shown in the  For v Act Sales Var column is calculated by subtracting forecasted sales from actual sales.

• A new Show Entree Count parameter has been added so that users can choose to show or hide entree counts in the generated report.

• The following values now appear in red: For v Act Sales Var (if value is negative), Act v Sch Labor Var (if value is positive), and Sch v For Labor Var (is value is positive).

A new 'Identify Minors' parameter has been added to the Weekly Labor Evaluation. If the Identify Minors parameter is set to Yes, the report marks employees who are under the age of 18 with a 'MINOR' tag. This tag serves as a reminder to heed labor laws that apply to employees under a certain age and can help with labor analysis. 

For example, a high-level supervisor might wonder why an employee worked fewer hours than their peers. If it is because the employee is a minor, the tag in the report saves the supervisor time in discovering that reason.

In previous releases of the Cash Sheet Report, the parameters included an 'As Of' date, which allowed the user to select a date from which to run the report.

In this release, the Cash Sheet Report parameters include both 'Start' and 'End' date fields, allowing the user to run the report for a more specific date range.

The Labor Hour and Rate Analysis now displays the Payroll ID for each employee listed on the report, providing users with more detailed information related to the employee's wages and payroll.

The Prep Sheet report has a new parameter. Users can now elect whether or not to round the calculated prep values to the nearest whole number.