Release Notes: New Releases

Users can now review variances in inventory counts on the Variance Review - Theoretical screen in the R365 App!

Password fields have been removed from all areas where users are created or edited, including the User Record , Setup Assistant, and Import Tool. Password creation and resets are now handled entirely via email streamlining the process and improving security.

My Reports has changed! The following changes were made to My Reports.

• Report Reorganization - Reports were reorganized. The My Reports page tabs have new names, and the reports within them have been sorted into sections.

• My Reports Tab - The new My Reports tab on the My Reports page has a new Recents section and the Favorites section. From this tab, users can view their most recently run reports as well as the reports they’ve marked as favorites.

• Search Bar - Use the new and improved search bar to easily locate any report in the catalog! Results will surface on the Results tab, where the reports can be run or customized.

The new Order Status parameter on the Consolidation Production Report determines whether the report displays items with the selected order status(es). The options include:

• All Unfulfilled orders

• Shipped

• Open

• Fulfilled

• Submitted

• Cancelled

The Waste History report now has a new parameter. The Show Unapproved parameter will determine whether to show unapproved waste logs in addition to approved waste logs on the report or only show approved waste logs.

Recipes that are marked as Log Prep that are not Received From Commissary will appear on the AvT report broken out into their individual ingredients. Ex. Each individual item used as an ingredient for the recipe ranch dressing will appear on the AvT in place of the recipe item

Recipes that are marked as Log Prep that are Received From Commissary at the location of the selected inventory count will appear as a singular recipe item. All other conditions for recipes on the AvT will appear as a singular recipe item. Ex. The recipe item ranch dressing will appear as ranch dressing.

The new Actual vs. Theoretical Location Summary report is a consolidated view of the Above Store Actual vs. Theoretical Analysis (AvT). This report shows the AvT at the location level across multiple locations. With this report, above-store operators can compare total food variance performance across all their locations in one place.

Report Subscriptions now include the option to schedule by period— fiscal or operational.

The following two new metrics will be added to R365 Intelligence as part of the GL Detail dataset:

• Beginning Balance: The starting or earliest balance of an GL account based on an opening and closing period. Beginning Balance includes unapproved transactions.

• Ending Balance: The closing or most recent balance of a GL account based on an opening and closing period. Ending Balance includes Unapproved transactions.

Custom Fields enable organizations to assign user-created values to AP invoices, credit memos, and journal entries, enabling more tailored data entry and reporting.
Each transaction type can have up to three active custom fields, and fields only appear on the records they’re assigned to. Custom Fields are included in the GL Account Detail and Profit and Loss reports, allowing users to filter results based on selected field values for more focused financial analysis.

The journal entry and payroll journal entry records have been refreshed while preserving existing functionality. The updated record includes a collapsible header for an expanded workplace in the table grid , new tabs for attachments and statistical entries, and an activity feed to track changes.

For a limited time, users can toggle between the classic and new journal entry versions from the action menu.

An option to display credit memos in Payment Runs has been added in the Miscellaneous tab or System Preferences.

When enabled, credit memos are pulled out of the Credits and Discounts sidesheet and are displayed in the invoices table allowing users to apply credit memos in the invoices table. An additional column, ‘transaction type’ is also added to the invoices table.

A location column has been added to the detail section of the Draft Transaction Sidesheet enabling users to assign detail rows to the desired location.

Users can now view an Actual as Theo column in the Items grid! This column shows whether an item has the ‘Actual as Theoretical’ checkbox checked on the item record. This column can be edited in grid individually or using bulk edit.

An option to recalculate a payment has been added to the payment details page. Recalculating a payment recalculates taxes and deductions for the payment and refreshes the page.