Release Notes: May 2024

The purchase order template now has a comment field. When a purchase order template is used to create a purchase order, any comments left on the purchase order template will also import into the purchase order form.

Users can now opt to have the invoice date on AP Invoices with linked purchase orders reflect the purchase order delivery date. 

A new field on the vendor record allows users to elect whether invoices for the selected vendor utilize the invoice date that is set on the AP invoice or whether it assumes the delivery date of the linked purchase order.

When set to AP Date, the date on the invoice will remain as it was entered. 

When set to PO Delivery Date, the date on the invoice will update to match the delivery date from the purchase order that was linked to the invoice. 

Forecast tags are being replaced by Enhanced Events in 2024! To prepare for the migration, the Forecasting +New Tag and Edit Tag buttons will be be disabled in the May release. 

Users will be unable to create new or edit existing forecast tags. However, users will continue to be able to add existing forecast tags from the DSS. 

Bank Activity now features an Export button, allowing users to download bank activity as a spreadsheet file. Any filters or sorting options applied to the Bank Activity page also apply to the exported spreadsheet file, meaning that users can tailor the download to suit their needs.

Accounting users can now deny multiple workflows on the My List and Upcoming tabs of My Workflows. When the user selects multiple workflows from the list, the Deny button becomes available to select. A confirmation window appears, requiring the user to enter a reason for denying the workflows. Once submitted, all selected workflows are denied and approvers are notified of the change via email, saving valuable time for the user and all other approvers involved in the workflow. 

In this release of My Workflows, an Invoice Date column has been added to the tables on the My List, Upcoming, and All Workflows tabs. Users can now easily view, filter by, and sort by the Invoice Date on AP invoices. The column previously labeled Date is now the GL Date column to help differentiate between the two dates as well as to clarify source and meaning.

The Apply tab of the AP Payment record now includes a column that displays due dates for the selected AP invoices.

A setting has been added to the Miscellaneous tab of System Preferences that allows admins to require review on documents processed using the AP Capture AI service, also known as Optical Character Recognition (OCR). When the Always Require OCR Verification checkbox is selected, documents processed by AP Capture AI will remain in a Ready for Review status until reviewed by a user with the required permissions.

When creating a transaction in Documents to Process, AP Capture AI users can now select Create and Open to create the transaction and open the transaction record in a new tab. When a users selects Create, the resulting drop-down offers the Create and Open option, providing users with quick access to the full transaction record.

In this release of Documents to Process, the Draft Transaction sidesheet includes a Credit Expected field, which can be used to document any credits due on the transaction. This field is helpful when processing transactions on which a credit is due but is not required to save the draft or create a transaction. 

In this release of Documents to Process, the Details section of the Draft Transaction sidesheet alerts users when the price of an item varies from the item's price on previous invoices. When creating or reviewing an AP invoice, if the price of an item differs from the same item's price on previous invoices, an Alert icon appears in the item row. When a user hovers over the Alert icon, the resulting tooltip displays the previous cost per unit, the current cost per unit, and the percent of variance. 

PTO accrual rules can now be assigned directly on the Time Off tab of an employee's employee record.

The policy details of the accrual rule governing an employee's accrual balance can now be viewed by clicking the information icon when viewing the accrual balance. 

A new 'Reasons' column has been added to the PTO Balance Log on the Time Off tab of Workforce employee records. This column displays the user-entered reason for manual balance adjustments.

A new Legal Work Location section has been added to the Payroll tab of Workforce employee records.

The Legal Work Location section displays the address of the work location used to determine tax forms for all payroll companies that the employee has been onboarded to. Changing the work location assigned will update the address used to determine tax forms for the employee at the associated payroll company.

Users with the following permission will be able to view full direct deposit account numbers on the Payroll tab of Workforce employee records:

• Labor → Employees → Payroll → View Account Number

The effective start date and details for salary jobs where the employee has already received a payment can now be edited. When edited, a historical job is created to prevent gaps in the job record and as a reference. Learn more about editing salary jobs here.

For users who have access to the self-service portal and Smart Ops or Workforce, the self-service portal can be accessed from the user profile menu. 

The following deduction types have been added:

• State IRA

• State Roth IRA

he Weekly Speed of Service report provides an overview of each location's daily performance in a given week, as well as weekly and monthly averages. Users can run this report weekly to assess changes to speed of service over time or run the report for multiple locations at once to see how they compare. By evaluating speed of service averages across locations, users can begin to understand which strategies are most successful and implement changes across locations to improve overall performance. 

The Inventory Stock Count Detail generates inventory counts for the selected locations and dates, based on the configured Inventory Template.

The Above-Store Actual vs Theoretical Analysis features a new parameter that allows users to view cost percentages based on either gross sales or net sales. When the Cost Based On parameter is set to Net Sales, cost data is calculated using net sales amounts. When set to Gross Sales, cost data is calculated using gross sales amounts.

The Paychex Payroll Alternate Export serves an alternative to the R365 Payroll Export and allows users who process payroll through Paychex to export a file that is more directly compatible with their payroll system.

In this release of the Advanced Weekly Sales & Labor report, users can choose to show or hide optimal labor. When the Optimal Labor parameter is set to Show, the report displays optimal labor for the location for a work week so that users can compare optimal labor to actual labor. Understanding this variance helps users make successful adjustments during shifts when sales are ahead of or behind the forecast.

The Sales and Labor Breakout features a new parameter that allows users to view labor percentages based on either gross sales or net sales. When the Labor Based On parameter is set to Net Sales, labor data is calculated using net sales amounts. When set to Gross Sales, labor data is calculated using gross sales amounts.

In this release, the Other Pay column has been added to the Labor Payroll Review and Labor Punches reports. The Other Pay column in various Labor reports provides users with a more comprehensive overview of labor costs by displaying any amounts owed to the employee that are not already covered by regular pay, overtime pay, double time pay, and penalty pay.