Release Notes: New Releases

An Export option has been added to the Custom Field Record, allowing users to download the associated Custom Field options as a CSV file for easier review.

An Import Vendors option has been added to the QuickBooks Online integration.

With this option, active vendors from the connected QuickBooks companies are pulled into the QuickBooks Vendor Import screen for review and import.

On the new Draft Transaction screen for by‑item vendors, unlinked line items now support a Missing item option.

This marks the line as resolved without linking it to a purchased item, while preserving key details such as quantity, price, and GL account.

These lines can be reviewed and mapped later in the AP Invoice record, so item maintenance no longer blocks invoice processing.

The new recipe record is getting new additions!

• The new recipe Overview section gives users a view of the most important recipe details at a glance.

• The new recipe record can now be printed.

Read more about the new recipe record.

R365 Intelligence got a refresh! While the experience remains the same, some elements have moved around!  

• The View menu will be removed from the top header.

• Easily change edit view using the new left sidebar.

• Combined Content and Datasets panel to maximize editing space and for a cleaner look.

Read more about the changes to R365 Intelligence.

The Forecasting page now includes an option to import historical sales and entrée data using a standardized CSV file template. Each row in the file represents a 15-minute interval for a specified date, and the imported data creates projection dates for periods before POS polling was enabled for a location.

Learn more about importing historical sales and entree data for use in Forecasting.

The Approve Pay Run workflow is now fully consolidated in the Pay Run Detail page. Approval, calculation, and validations all happen in one place, giving admins a smoother and more focused experience when finalizing pay runs.

As part of this update, the Calculate button on the Pay Run Overview page is now disabled.

Calculations can only be started directly from the pay run detail screen.

All existing validations—such as checks for unpayable employees, calculation issues, and cutoff dates—now run within the pay run itself. Learn more about the pay run approval wizard.

This streamlined workflow reduces extra navigation and keeps everything needed to complete a pay run in a single, centralized view.

The Recipe Item record is getting a new look! The new design update will reflect the latest changes in R365.

Users will be able to toggle between the classic recipe record and new recipe record.

This update will roll out in phases over Q1 2026. In the first update, the following recipe tabs will be be available on the new record:

• Ingredients and Steps

• Linked Records (Recipes On on the classic record)

• Settings

• Inventory Cost

• Sales

Fields that are not yet available on the new recipe record are still accessible on the classic recipe record. To view or edit these, enable the Classic View of the recipe record.

Employees can now sign off on their timecards or submit disputes directly in Timecards, including suggested corrections and notes.

Areas Updated

• Timecards (employee mobile and web experience)

• Timecard manager views and audit logs

Employees can now sign off on timecards or submit disputes with notes and suggested corrections, while entries show clear status indicators.

Managers can review disputes, approve or decline them with comments, and all actions are tracked through notifications and audit history. Learn more about handling Timecard Disputes.

You can now manage comments and attachments, as well as review purchase orders linked to AP invoices directly in the R365 Mobile App, giving managers the ability to take action on the go — whether on the floor, in the back office, or off-site. Learn more about AP Transactions and Invoice Approvals in the R365 Mobile app.

Menu items can now be created in R365!

Previously menu items were only imported from the POS. Now, users with the Create Menu Items permission can manually create menu items that may not have been imported into R365. Menu items can be created using:

• the Create button on the Menu Items page

• the bulk action bar on the Point of Sale Items page

• the menu item dropdown on the POS item record

An enhanced Draft Transaction screen is now available to all Capture AI customers. The new screen keeps more information and actions in one place to improve the user experience and support faster invoice and credit memo creation.

The new Draft Transaction experience is available to all organizations with Capture AI:

From the Legacy Draft Transaction, open the menu and select Try new form.

To go back, open Actions and select Classic Form.

Key enhancements include:

• Modern header with key details

  • See transaction type, location, vendor, document date, and line-item count at a glance from any tab.

• Do more without leaving the draft transaction

  • Link unlinked items or create new items in the Draft Transaction screen

  • Use the action bar to edit locations and GL accounts in bulk

  • Approve transactions from withing the Draft Transaction

  • Simplify invoice entry with Header-only GL coding

• Navigate between documents

  • Switch between documents already processed by Capture AI

• Learn more about the new Draft Transaction Experience

Documents to Process can now be used as a central hub for storing and attaching more document types to transactions.

Attach documents from the new Transactions Screen in Documents to Process

Or attach directly from the transaction for the following supported transactions:

• Journal Entry (New version only)

• Payroll Journal Entry (New version only)

• Bank Transfer

• AP Payment

Capture AI only supports AP invoice and AP credit memo processing.

The new Employees page in the R365 mobile app includes a searchable, filterable employee roster with built-in call, text, and message actions.

Managers and supervisors with permission to view employee contact information can now contact team members directly from multiple pages in the mobile app, including:

• Shift details

• Schedule requests

• Messaging threads

Separated employees can now be paid in Pay Runs without blocked payments.

With this update, payroll admins can:

• Pay employees separated during the current pay period.

• Add or import employees separated before the pay period into any pay run.

• Process Bridge imports using the employee’s most recent job and valid deductions.

Learn more about processing payrolls with rehired employees and rehiring employees.  

Users with access to more than one brand-managed instance, including corporate and franchisee instances, can now switch between instances directly from the system header using the multi-instance switcher. This update streamlines navigation and removes the need to log in and out of each instance separately.

From the Instances screen, multi-instance users can also favorite instances for quicker access.

Welcome email delivery controls are now available on the Single Sign On page for all SSO-enabled instances, allowing admin users to determine whether R365 welcome emails are sent when new users are created.

These settings support SSO-based onboarding workflows by reducing duplicate or confusing invitations when access is managed through the SSO provider.

For brand-managed instances, these controls can be configured at the brand level and enforced for linked franchisee instances.

Learn more about managing welcome email delivery.

Menu items got an update! We’ve updated the Menu Item record views to our newest design. This includes a modern, full-screen layout with improved readability, editable core fields (like name, price, sales category, PLUs), and a redesigned grid.

The following changes were made:

• The menu item record has an updated look!

• Menu items can now be archived/restored.

• Menu item links were renamed to Point of sale items.

• Point of sale items can now be archived/restored.

• Point of sale items will no longer require a linked menu item.

Read more about the changes to menu items.

The Documents to Process page now includes an Activity Feed that brings all comments, mentions, and action details into one view. Users can see who made changes, what was updated, and when it happened—improving transparency and collaboration during AP transaction review.

A new Custom Labor Report is now available, providing a single, customizable view of labor data in R365. Users can select report attributes, metrics, and reporting levels to tailor labor insights for daily monitoring and detailed analysis.

The Restaurant365 Glossary is now live! This resource defines key terms, concepts, and product language used across the platform.

This is a living resource. Terms will be added and refined as products evolve and new concepts are introduced.