Release Notes: New Releases

The activity feed for AP Payments now includes apply/unapply activity, including a list of invoice numbers the payment was applied to.

Activity history is tracked from the date this feature went live and does not include past payment actions.

Address verification is now available on the Legal Entity record. When users input an address, the system uses Google to verify it and provides a suggested, verified address. Users can choose to proceed with the verified address or continue with the address they entered.

OCR will now read catch weights on invoices given they are in a dedicated column. Catch weights will be used as the quantity in itemized invoices and used in calculating the line total for invoices entered by account.

A new filter button is replacing the location filter on the Potential Assets page. Users will now have the option to filter by amount, date, location, and status.

By default unapproved transactions will be hidden from view.

New options for recurring tasks based on the fiscal and operational calendars have been being added. This includes:

• Period

• Quarter

• Fiscal Year

• Operational Year

To prepare for future updates, the Prep Sheet report options on the recipe item record and the purchased item record have updated!

When the prep sheet checkbox is checked on the recipe record or the prep section is enabled on the purchased item record, there are now two additional fields.

• The Shelf Life field has been split into days and hours.  This allows users to include the shelf life days or hours.

  • Only the Days field will appear on the Prep Sheet report.

• There is now an Instructions field to input instructions.  Any instructional text that was previously in the shelf life field has been moved to the instructions field.

Recipe Record

Purchased Item Record

Pickup requests associated with published unassigned shifts will be automatically canceled after the date of the shift. This clears the request, since the shift is no longer available to be worked.

‘Time Expired’ will be added as a note on the canceled request.

On the R365 Mobile App, active time off requests will now only be displayed for users with access to the employee’s primary location. The requests will still be applied to all locations associated with the employee. Once the request is approved, denied, or canceled, it will be listed for all locations.

On the Manager Tools page, users can now create time off requests for past dates.

When PTO Accruals is enabled, both employees and managers will be able to submit time off requests for past dates when the earning type of the rule used is ‘Sick’. Requests can be placed even when request cutoffs are configured for the location.

The Paystub and Paycheck addresses have been updated. The check address now displays the entity name for the paying entity with the work location displayed in the check memo. The Paystub displays the address of the legal entity for the employee’s primary location as well as the work location.

A new option has been added to the ‘Hide $0 Balances’ parameter on the Balance Sheet. The new option, ‘Yes Show $0 Parent’ displays parent accounts with a $0 balance and hides all other $0 balance accounts.

The DSS Status report now considers the POS Import Start Date from the location record. It will no longer display 'Missing DSS’ for dates before the POS Import Start Date.

The Prep Sheet report parameters have updated to reflect the changes to the purchased item and recipe item record prep sheet options.

The following changes were made:

• A Show Instructions option was added where users can elect to show or hide instructions. When Yes is selected, this column will show the text entered in the Instructions field for the item.

• The ability to show the Shelf Life column was removed.