Release Notes: New Releases

User editing is now restricted to permissions, locations, and report roles that match the editor’s own access level. Editing a user also requires at least one shared location. To edit beyond these limits, users must have ‘Can grant access beyond personal level’ enabled on their user record.

A new help button on the mobile navigation menu enables users to access the R365 Knowledge Base from the app.

Tapping the help menu icon in the top right corner of the navigation menu will open the mobile knowledge base articles in the device browser.

Organizations with the R365 Payments Service now have the option to refund payments in a ‘Funding’ status. Refunded payments will not result in any communication to the vendor, and will flag the payment to be refunded back to the organization.

Organizations with the R365 Payments service now have the option to unapprove payments that are in a ‘Not Sent' status.

To prevent missing items on AP transactions, vendor item deletion will be disabled for vendor items that are associated with approved transactions. If a vendor item is connected to approved transactions and a deletion is attempted, users will encounter a ‘Vendor item cannot be deleted’ error message. This update will ensure that historical data will be maintained.

Quickly view and access My Tasks from the My Tasks Dashboard widget!

The new My Tasks widget on the mobile dashboard gives users a snapshot of their tasks that are Overdue and Due Today as well as the number of Request tasks. Tapping an icon will open the corresponding list.

A new earning type, Contractor Hourly, has been added to payroll. This earning type can be used in one-time payments, earning imports, and on the Payment Details page when adding earnings.

A new 'Mark earnings as previously paid' checkbox has been added to the Add Import Wizard for earnings imports. When selected, the imported earnings will appear on the pay stub, be included in tax calculations, and marked as previously paid—ensuring they are recorded but not paid out again.

Shift notes can now be included when generating the Daily Roster report.

The following new metrics are now available in Intelligence:

• Cash O/S (Over/Short)

• Forecasted Gross Sales

• Forecasted Labor Hour

• Forecasted Net Sales

• Optimal Labor Hour

• Projected Gross Sales

• Projected Net Sales

Each of these also has the Prior Week (PW), Prior Year (PY), Over Week to Date (OWTD), Over Period to Date (OPTD), and Over Year to Date (OYTD) metric available.

The following new attributes are now available in Intelligence:

• Purchasing UofM

• Revenue Center

R365 now supports an integration with NDCP, a global supply chain management company serving Dunkin’. Managed through the Integrations page, this connection enables automated invoice retrieval via API based on a customizable polling schedule. Users can also repoll or reprocess transactions as needed. The integration supports multiple NDCP company connections, simplifying invoice management across multiple entities.

R365 now supports an integration with Supplyit, a food management platform, accessible through the Integrations page. This integration enables automated invoice retrieval on a customizable polling schedule and includes options to repoll or reprocess transactions as needed. It also supports connections to multiple Supplyit companies, streamlining invoice management across entities.