Release Notes: New Releases

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.

The Pre-Check Earnings report is now available for customers with HCM Payroll enabled. This report:

• Shows every earning tied to employees in an open pay run, before payroll is finalized.

• Filters by pay run, location, employee status, FLSA status, and employment type.

• Offers a detailed or summary view, with grouping by earning type, location, employee status, or FLSA status.

• Exports to PDF or Excel.

The report is read-only and does not include closed or finalized pay runs.

Payroll Hub is a new landing screen for running payroll, replacing the legacy Payroll Overview page. This rollout is controlled by R365 as part of a phased release; there is no self-service opt-in or opt-out. An organization's rollout tier determines which screen it sees and which readiness cards appear once it has Payroll Hub:

• At the base tier, the organization sees the legacy Payroll Overview page.

• At the enabled tier, the organization sees Payroll Hub with the pay-run card and the Unpayable Employees readiness card.

• At the higher tier, the organization additionally sees readiness cards for PTO, Daily Sales Summaries, timecards, and tip distributions, for each feature it already has enabled.

Payroll Hub is expected to become the default landing screen for every organization as the rollout completes.

What's New

• The Payroll page now opens to Payroll Hub, a single screen that shows readiness checks

• Selecting a readiness card opens a side panel with an inline approve or deny option, or a review-form path into the existing approval workflow.

• The pay-run card's View action launches the payroll approval wizard once every readiness item clears.

• A new Historical Pay Runs page lists a legal entity's past pay runs, reached from Payroll Hub.

Why It Matters

• Users who process payroll see everything blocking a pay run in one screen and resolve it without navigating away.

• Card counts and readiness state update automatically after an in-Hub resolution, so processors do not need to refresh or verify elsewhere.

The new SMS Log page lists SMS messages sent by Announcements, Manager Log, and other SMS-enabled features. Each entry also shows the message's delivery status and failure reason. Selecting an entry opens a detail panel showing the sent time, status, recipient, source, and message content.