Release Notes: New Releases

We've redesigned the Labor Rules page and its configuration screens to make them faster to scan and easier to manage.

• One grid for all rule types. The Labor Rules page now shows every rule in a single grid. Search by name, filter by rule type or location, choose which columns to show, export your rules, and use Create on the toolbar to add a new rule without leaving the page.

• Your choice of layout. Prefer tabs? Select the three-dot menu (⋮) on the page toolbar to switch between the grid and the classic tabbed view. Each user's choice is saved.

• Clearer configuration screens. Settings are grouped by function, so related fields appear together. Location assignment is now a single field at the top of the screen, replacing the multi-field, multi-button section at the bottom.

• Certifications has its own page. Go to Admin → Workforce → Certifications. [It's no longer a tab on the Labor Rules page.]

• Accrual Rules has its own page. Go to Admin → Workforce → Accrual Rules. [It's no longer a tab on the Labor Rules page.]

What you need to do

Nothing. Your existing labor rules, certifications, and accrual rules carry over automatically with their current settings and location assignments.

What stays the same

Labor Rules is still at Admin → Workforce → Labor Rules, and your rules calculate time and pay exactly as they did before. This update changes where things are and how they look, not how your rules work.

Learn more

• Labor Rules update 2026: compares the new and legacy experiences side by side

• Labor rules page

• Certifications page

• Accrual Rules page

A new Schedule Requests page brings all pending employee requests into one place, organized into four tabs: Availability, Shift trades, Shift offers, and Time off.

• On the Time off tab, managers can create a time off request for an employee directly using the new Create button. When PTO accruals is turned off, managers can also import time off requests in bulk by downloading a template and uploading it.

• Clicking a request now opens the same request detail experience in a slide-in pane, replacing the previous form for these request types.

• A banner on the Scheduling page shows the count of pending requests and links directly to the review queue, pre-filtered to the current location.

• Pending request cards include Approve, Deny, and Add note actions. Reviewed cards show the request status and the manager's note, if one was added.

• The Reviewed view defaults to the last 7 days and supports custom date ranges and filtering by Approved or Denied status.

Introducing Predictability rules!

Labor admins set the minimum number of days a schedule must be published before the days it covers, per location, and employees acknowledge late shift changes from the mobile app.

• The Scheduler shows a countdown to the advance-notice deadline, or a message that the notice period has expired.

• The publish-conflicts dialog warns about shifts that violate the rule but doesn't block publishing.

• Employees receive a mobile app notification (Android and iOS) when their shift changes after the deadline, and acknowledge it there. The screen shows the shift details and who made the change.

• The new Predictability Acknowledgement report is under My Reports > Scheduling.

Learn more about configuring Predictability rules.

Predictability rules can now calculate penalty amounts. Add a grace period and penalty tiers, and R365 calculates the predictability pay penalty for shifts changed on or after the notice deadline.

• Changes made within the grace period (in minutes) aren't penalized.

• Penalty tiers must cover the full notice window, with no gaps or overlaps, before you can save the rule.

• Editing the grace period, tiers, or notice window on an active rule shows a confirmation, because predictability pay recalculates for affected shifts. Penalties already marked charged or waived aren't changed. Learn more about configuring a predictability rule.

• The penalty amount appears on the Publish Check screen, timecards, the DSS, and reporting.

• With penalty calculation enabled, managers can edit published shifts without unpublishing them first.

Learn more about how predictability pay penalties are calculated.

Introducing the Vendor Activity report! This new report brings vendor purchasing and payment activity together in one place, so you no longer need to run several separate reports to see the full picture. Group activity by vendor, expense account, location, legal entity, or payment type. Set the date range by custom dates, week, or period. Optional columns add cost of goods sold, contract price violations, and accruals. Expand any row to see the transactions behind it and open them directly from the report.

The existing vendor and AP reports are unchanged and can still be run on their own. Dollar amounts tied to General Ledger accounts a user can't access are masked.

Learn more about the Vendor Activity report.

Budget creation and editing now includes validation to prevent duplicate budget names. This makes it easier to identify the correct budget and helps prevent confusion when managing multiple budgets.

• New budgets automatically receive a suggested name based on the budget year and location, such as 2026 - Main Street.

• If the suggested name is already in use, the system adds a sequence number, such as 2026 - Main Street - 1.

• Single-location budgets use the location name in the suggested name. Multi-location budgets use 2026 - Multiple Locations.

• The system checks the budget name every time a budget is saved. A save is blocked when the name duplicates an existing budget name.

• While a budget name is duplicated, options such as Prior Year Actuals, Copy Other Budget, and Blank Budget remain unavailable until the name is unique.

Budgets that already share a name are not changed automatically. If you edit one of these budgets, you must rename it to a unique name before you can save your changes.

The following updates have been made to Fixed Assets:

• Duplicate posting protection: R365 now processes only the first request when you place an asset in service or move it from Draft to Construction in Progress (CIP). This prevents duplicate entries and depreciation schedules from a double-click, a retry, or an unresponsive page. Saving an asset from an out-of-date view, such as a second open tab, is now rejected so newer changes aren't overwritten.

• Automatic source transaction links: When you create an asset with New Asset or add lines with Add to Existing Asset on the Potential Assets screen, R365 now links the source AP invoice or journal entry to the asset. Once approved, the transaction appears on the asset's Related Expenses tab and opens in a new tab when you select its number. The link is for reference only and has no financial effect on the asset.
  Only assets created or updated after this release are linked. Existing assets aren't linked retroactively.

The new Draft Transaction screen has a new Link Item form. On the Line Items tab, Link item and Create and link item now open in a panel over the line-items grid instead of a centered pop-up. The invoice details, tabs, and totals stay visible while you work, so you can match items without losing your place in the invoice.

This update includes the following:

• A success message names the vendor item and purchase item you linked.

• Press Esc or select Cancel to close the panel without saving. The line-items grid stays visible but is inactive while the panel is open.

• If a new item is created but the link fails, the panel reopens in Link mode with the new item already selected, so you can retry the link without creating the item again.

Learn more about linking vendor items on the new Draft Transaction screen.

A new row height options offers the option for compact rows. Compact rows gives users a denser view for seeing more rows on screen at once.

Row height can be changed per table from the row height menu, or set as the default for all tables in User Preferences under Table display. At Compact density, toggle switches display as checkboxes, and avatars, status chips, and icon buttons appear at their smallest size.

Grids that do not include a row height menu do not offer the Compact option.

Learn more about changing table row height.

Validation error messages for fixed assets now accurately describe what went wrong and how to fix it, whether an asset is created manually or through bulk import.

• An Asset Number over the 20-character limit is flagged with a message that identifies the limit.

• Asset Name entries over the 100-character limit, invalid Asset Status values, and invalid Location or Employee selections each get a clear, specific message

These messages are the same whether the error appears on the New Asset form or in the bulk import corrections list. No validation rules or limits have changed, only the messages shown when one is violated.

Learn more about creating fixed assets.

The following updates were made to the new vendor form:

• The GL Accounts section is now visible to all tenants — no opt-in is required.

• The View Payment Terms permission is no longer required to open a vendor record or set a payment term.

• The Relaunch Tour option has moved to the menu options.

• Closing the form with unsaved edits now prompts you to confirm before discarding changes.

• Vendors can now be created in place from six AP screens: AP Invoice, AP Credit Memo, AP Payment, Bank Expense, Mass Invoice Entry, and Vendor Item.

• The Account Overview section now displays available credit when a vendor has at least one unapplied credit memo.

• In the Contacts tab, Business Phone has been added as a field, and Phone has been renamed to Mobile Phone.

• The All Transactions grid now includes a Location column.

• Long dropdown fields are now searchable.

• Bank account number is no longer required when setting up ACH for a vendor.

• The 1099 field defaults to Exclude from 1099; a 1099 box is required when an active 1099 entry option is selected.

The Prep feature is now available in R365 — a recipe-based workflow for planning and tracking daily food preparation. Previously, prep was set up and tracked through purchase items; now prep is configured and calculated from your recipes.

This update includes the following:

• A new Prep Sheet Wizard guides you through daily prep in three steps: entering on-hand counts, reviewing suggested prep quantities (with the Buffer Tool to adjust for expected demand), and previewing the sheet before printing.

• Prep is set up directly on the recipe record's Prep tab, so prep configuration lives alongside recipe costing instead of on the purchase item.

• Prep Settings let you manage prep configurations, categories, and stations — so prep quantities calculate correctly and prep sheets stay organized the way your kitchen works.

• Enabling Prep on a recipe automatically marks it available in inventory, removing a manual setup step.

• The Prep page and its terminology now reflect the recipe-based model — Prep Recipes and Prep Templates.

Learn more about using Prep.

For users in the Prep beta: the experience above is now the standard, generally available version of Prep — the same wizard and recipe-based setup you've been using. Since beta, remaining purchase-item-based prep records have been automatically converted to Prep Recipes, and any recipes not yet marked available in inventory have been flagged automatically as part of that conversion. Read more about the migration to Prep here.

Acquisition Date and Asset Category now have columns on the Assets grid. Previously, this information was only stored on the asset record and did not display in the grid.

As with all columns, these columns can be sorted, filtered, and exported.

Learn more about the Assets grid.

Restaurant365 is announcing an end-of-life (EoL) date of July 1, 2027 for Compeat Advantage and will begin a planned transition of those customers to the R365 platform.

Migration support to the Restaurant365 platform is available. Current Compeat Advantage customers will receive additional information via email can reach out to their Account Executive with questions.

Read more about the planned transition.

Introducing the unified AP Credit Memo record! The AP Credit Memo is now the same experience across Accounting and Inventory. Previously, the AP Credit Memo record in Accounting and the AP Credit Memo record in Inventory opened different forms. Now, opening a credit memo from the Accounting app or the Inventory app opens the same AP Credit Memo form.

The new AP Credit Memo has a new look, including a dedicated Alerts tab that flags line items priced outside a vendor's contracted price range. Fields, tabs, and actions depend on Accounting/Inventory access, user permissions, and vendor setup.

Users can try it today by clicking a Try the new credit memo experience button on the classic form, and switch back to the classic view at any time — both experiences are available at this time.

Learn more about the unified AP Credit Memo.

Introducing the unified AP Invoice!

The AP Invoice is now the same experience across Accounting and Inventory. Previously, the AP Invoice record in Accounting and the AP Invoice record in Inventory opened different forms. Now, opening an invoice from the Accounting app and the Inventory app opens the same AP Invoice form.

The new AP Invoice has a new look, and the drag-and-drop-anywhere function enables users to upload documents to the invoice from anywhere on the form. Fields, buttons, and invoice actions depend on Accounting/Inventory access, user permissions, and vendor setup.

Users can try it today by clicking a Try the new invoice experience button on the classic form, and switch back to the classic view at any time — both experiences are available at this time.

Learn more about the unified AP Invoice form.

Introducing the new Create Payment Run experience! The form has a new look — a full-screen view built around the invoice list, with the run's configuration fields tucked into a collapsible panel. Users can try it today by clicking a Try the new payment run experience button on the classic form, and switch back to the classic view at any time — both experiences are available at this time.

This update includes the following:

• Filtering and searching apply across your entire invoice list, not just the rows already loaded on screen.

• R365 Payments setup issues appear as a single warning summary above the list, with the affected fields flagged directly, instead of a series of pop-up messages.

• Draft and Unapproved payment runs can be deleted directly from the form.

• Unapproved payment runs show a new Workflow tab with the approval history and a status control for the run's approver.

• Once payments are created, actions like printing checks, exporting, and sending R365 Payments are all available from a single button in the form header.

Learn more about creating a payment run.

Managers can submit time off requests on behalf of employees directly from the mobile app, just like on web.

• A new + button on the Time off tab opens the Request time off screen, where managers can submit a request for any employee at their assigned locations.

• Selecting an employee automatically loads that employee's time off types, accrual balances, blackout dates, and date restrictions, so the request reflects their specific rules.

• If the employee has reached their time off request limit, a confirmation dialog opens with the option to override the limit or cancel and return to the form.

This feature is available to users with scheduling permissions in the mobile app and requires no setup.

Partially retiring a fully depreciated fixed asset now succeeds instead of being blocked. Previously, attempting to partially retire an asset once its life-to-date depreciation reached its cost basis returned an error, even though disposing of a portion of a fully depreciated batch asset is a legitimate scenario, such as retiring 10 of 30 fully depreciated chairs recorded as a single asset.

This update includes the following:

• Accumulated Depreciation is reduced proportionally to the retired percentage of Acquisition Cost, so life-to-date depreciation never exceeds the asset's new, lower cost basis.

• Salvage Value is reduced proportionally to the retired percentage of Acquisition Cost on every partial retirement — not only when the asset is fully depreciated. Undoing a partial retirement restores the asset's original Salvage Value exactly.

• The depreciation schedule recalculates from the reduced Acquisition Cost, Accumulated Depreciation, and Salvage Value after each partial retirement.

Learn more about partially retiring a fixed asset.

We've made it easier to set up and manage workers' compensation (WC) coverage across your restaurants.

Head to Admin > Payroll > Workers' Comp to find a redesigned page for creating and managing your WC codes and rates in one place — so payroll admins no longer have to track this information across multiple screens.

You can see your rates by Current, Future, or Past status (or view them all together), add a new rate with a short guided form (pick your state, choose a class code, and enter your rate details), and schedule a rate change ahead of time — you'll see a note on the record letting you know when the new version takes effect. If a record is missing required information or needs a second look, you'll get a heads-up right on the page.

Workers' comp codes are now set at the job title level instead of for each employee, so payroll admins only have to assign a code once per job rather than repeating the setup for every person who holds it. Go to Workforce > Employees > Jobs to assign a WC code to a job title, and it automatically applies to everyone in that job. On individual employee job records, the WC code now displays automatically based on the employee's job title, so there's nothing to set there directly — and labor admins can see WC code coverage across every job title right from the Jobs list.

If you import your jobs, the job import file now includes a WC Code column, so you can assign codes to many job titles at once instead of updating them one by one — saving time when you're rolling out or adjusting coverage in bulk.

R365 Payroll now supports configuration of Paid Family and Medical Leave (PFML) contribution settings directly from the Company Tax Profile page. Payroll admins can set employer and employee FLI contribution percentages and manage subject employee headcount for PFML compliance reporting across supported states, including Colorado, Delaware, and Minnesota.

Headcount for PFML purposes is now calculated and refreshed automatically, with state-specific rules enforced during payment processing. Delaware's rolling 12-month headcount lock and Minnesota's end-of-year headcount lock are applied automatically. A manual override is available when the system-calculated value requires adjustment.

Delaware payroll companies also have a new per-employee PFML waiver option. The Exclude from Delaware Paid Family Leave employer headcount calculation toggle is available on individual employee records for eligible employees, allowing per-employee waiver elections.

Learn more about PFML contribution setup and the Company Tax Profile.

Month-to-date, quarter-to-date, and year-to-date totals for paycheck deductions — such as 401(k) contributions, insurance, and garnishments — are now calculated based on the date an employee was paid, rather than the pay period's end date. This brings deduction totals in line with how earnings and taxes have always been calculated.

Previously, if a pay period ended in one month but the paycheck was issued the next, the deduction counted toward the month the work was performed. It now counts toward the month the paycheck was issued.

This update includes the following:

• Applies to deduction and employer contribution totals on the My Account → Earnings page, pay stub details (web, mobile, and PDF), the Payment Details → Deductions tab, and the Benefits & Deductions and Negative Balances reports.

• Deduction totals for already-issued 2026 paychecks have been recalculated to reflect this change, so employees and employers may notice a change in year-to-date deduction amounts.

• Garnishment totals are included in this update.

Learn more about deduction totals on the Payment Details page.

The Daily Operations Report is a new report that brings daily and weekly operations data into a single view, with a built-in comparison to the same day last year. Previously, getting this full picture required running several separate reports, including the Flash Report and separate labor, payment, service, and day-part breakdowns.

This report includes the following:

• Presentation view shows KPI scorecard tiles; Grid view shows the same metrics as a spreadsheet-style table, optionally grouped by location, day, or both.

• Optional prior period or prior year comparison columns for Net Sales, Labor %, Guest Count, and Avg Check.

• Optional sections for Labor Amount, Advanced Metrics, Sales by Day Part, Payment Type, Service Type, and Server Analysis, each of which can be turned on or off.

• Clicking a KPI number drills through to the underlying transaction or employee detail.