Release Notes: New Releases

Bank Activity now supports CSV file imports. When uploading a CSV file, a mapping window opens, allowing users to assign file columns to bank activity fields. Saved mappings can be reused for future imports.

In the Unmatched tab of Bank Activity, users can now collapse or expand all sections (defaulted to collapsed) for a quicker view of multiple potential matches. Suggested matches are shaded in gray to enhance readability.

Users now have the option to restore documents to Docs to Process when deleting an attached document from a transaction, provided the document originated there. This functionality is available in both Accounting and Smart Ops.

Capture AI now recognizes negative amounts as credit memos, ensuring accurate transaction creation. When the invoice amount is negative, the draft transaction is created as a credit memo. Supported formats include negative amounts with or without a dollar sign, such as -12.34, $-12.34, or -$12.34.

For vendors previously paid by check, the R365 Payments service now eliminates hold times for subsequent check payments, reducing processing times. The first payment may take 7-10 business days, but all subsequent payments will arrive 2 business days faster, improving payment efficiency.

A new R365 Payments tab has been added to the Bank Account record. This tab displays the Estimated Delivery Banking Days and Funding Hold Banking Days for increased visibility into payment timing.

When creating a payment run, bank accounts are now categorized by their availability for R365 Payments, providing greater clarity when selecting bank accounts for payments.

• Verified and enabled accounts appear in the ‘PAY WITH R365 PAYMENTS’ section.

• Accounts not verified or not enabled are listed in the ‘PAY WITHOUT R365 PAYMENTS’ section.

Email notifications are now sent for payments in the Not Sent status, providing users with timely updates to address unresolved transactions.

• Notifications are sent weekdays at 8 AM CT to users listed on the Payments Tab of System Preferences.

• Triggers:

  • A payment enters Not Sent status since the last email.

  • A payment remains in Not Sent status for 7 days.

This feature is controlled by a new Reminder for Not Sent Payments checkbox on the Payments Tab of System Preferences.

Two new payments statuses have been added to R365 Payments for increased visibility:

• Funding: The payment is in the process of being funded.

• Funded: The payment has been funded, and is now pending payment.

A new warning message now appears when voiding an R365 Payment. The warning includes a clickable email link to contact [email protected]. Additionally, voiding an R365 Payment triggers an automatic email notification to R365 Support with relevant details.

A new option to require a live photo is being added to forms. Forms with the live photo requirement can only be completed via mobile by taking a photo using a mobile device.

A button has been added to the header of mobile forms that allows the user to navigate directly to a selected form section.

A new task type, ‘Attachments’, has been added to forms. This task type is for tasks that only require an attachment and no other task action. This task type can be completed via web and mobile.

The following read-only fields are being added to the item details shown in mobile ordering:

• In Transit Quantity

• Last Order Quantity

• Last 4 Average Quantity

• Suggested Quantity

Events used in scheduling and forecasting have been enhanced with event categories and multi-day events.

Learn more:

• Events Overview

• Event Record

• Create, Edit, or Delete an Event

• Create an Event on the R365 Mobile App

• Manage Event Categories

New restrictions have been added to prevent creating or editing shifts with dates in the past.

• Past dates cannot be selected when creating or editing shifts.

• Edits to shifts with dates in the past cannot be saved.

The tax methods for one-time payments have been adjusted:

• Supplemental now replaces the previous ‘Flat’ method.

• Employee Elections wages are now categorized as ‘Regular’ instead of Supplemental.

• Aggregation behavior remains unchanged.

The system will no longer attempt to collect uncollected taxes in future periods. Instead, it will record the calculated tax amounts, as well as collected and uncollected amounts for each period. This ensures accurate tracking of tax shortfalls without attempting to carry over or collect uncollected taxes in subsequent periods. Learn more about net pay shortfalls.

Paystubs now include additional information under Legal Entities for improved transparency. If a phone number is set up for the legal entity, it will be displayed as ‘PH:’ followed by the number. Similarly, if a Tax ID is set up, it will be displayed as ‘EIN:’ followed by the Tax ID.

The following deduction type has been added:

• State Roth IRA

A new ‘Flat’ distribution method is now available in the Distribution Method dropdown for Direct Deposit. The flat amount will always be distributed, regardless of pay run type. If net earnings are less than the flat amount, the distribution is adjusted to match the available net earnings.

The existing ‘Fixed’ distribution method has been renamed to ‘Fixed Monthly’ with no changes to functionality.

A new column has been added to the Minimum Wage Adjustment report to show the penalty hours associated with penalty pay.

Two updates to columns on the Shift Availability report:

• Employee ID column has been added.

• The ‘Shift Assigned To’ column has been renamed to ‘Employee Name’.

Users can specify how often reports are sent in the Email Subscription record in the ‘Weekly' frequency by selecting ‘Every (X) week(s)’ option in the schedule settings. By default, this value is set to 1, maintaining the existing weekly functionality. Users can adjust the interval to send reports every 2 weeks, 3 weeks, up to 5 weeks.

A new export option for Banco Popular is now available for Positive Pay.

The Menu Item Engineering Dashboard in R365 Intelligence (INTL) offers an analysis of menu item performance. Users can run ‘what-if’ scenarios to make data-driven decisions and optimize menu design. The dashboard includes four pages: Bubble Chart, Heat Map, Top 10/Bottom 10, and Data.

The R365 Intelligence Excel Plugin enables users to import data directly from R365 Intelligence into Excel for analysis and reporting.

This plugin is ideal for users who frequently work within Excel, offering features such as:

• Direct Data Import: Log in with R365 credentials to pull data directly into Excel.

• Data Refresh: Update Excel sheets with the latest figures from R365 Intelligence anytime.

• Enhanced Analysis: Use Intelligence data as a base layer in Excel and build advanced analyses with additional sheets.

Users can request the manifest file from their Customer Success Manager (CSM) to get started.