Release Notes - Q2 2020

June 29, 2020

R365 Accounting

Expanded Location Attributes

In an effort to better serve our customers, we are expanding the attributes users can assign to each location. The added attributes can be seen in the screen shot below. In future releases, users will be able to see how their restaurant locations perform in relation to others in their segment. This additional information will also help R365 make more informed decisions on feature releases.

Custom Financial Reports: Hide “$” and “%” symbols for each row

Users have more flexibility to customize their custom financial reports with the ability to hide “$” and “%” symbols for each row. For example, users can choose to show the “$” symbol on the first and last rows but hide the symbol for each row in between.

Custom Financial Reports: Show unapproved transactions on balance sheet and transaction balance reports

Users can now choose to show unapproved transactions on balance sheet and transaction balance custom financial reports. This feature gives users the flexibility to run reports that show unapproved transactions which can potentially affect ending totals in the near future. Click here to learn more about

Branded R365 system emails

Before this update, users received system emails that were not branded and were often confused with spam. In the current release, AP workflow emails will be branded and have clearer messaging. Other system emails, such as those generated by Custom Financial Report, will be rebranded in future releases.  

R365 Scheduling

Forecasted sales from previous days

Before this update, the scheduler would show forecasted sales for future dates but not for previous dates. This update allows users to see forecasted sales from previous dates via a dialog box that appears when users hover over the actual sales for previous dates.

June 16, 2020

R365 Accounting

Docs to Process List View

Users can reduce the time it takes to process AP invoices with the new Docs to Process list view. Users can select a priority level for each document, assign documents to other team members, and add or resolve issues with each document. By toggling to the list view, users can sort and filter documents by priority level, assignee, or issue. Users can also bulk edit/delete/archive documents by checking multiple documents and clicking the “edit selected” button.

Upload Docs to Process using an R365 email address

Before this update, users had to manually create their own email address and manually link that address to the Docs to Process solution in order to upload documents via email. Restaurant365 is now providing a unique email address for each account. Users can now send documents to the provided email address and those documents will be automatically loaded to the Docs to Process queue. To prevent unwanted emails sends to the R365-provided email addresses, users will need to whitelist senders’ email addresses. Users can also indicate a desired location in the subject line of the email and in the file name of an attached document which will automatically assign the documents to a desired location.

Custom Financial Reports: Search bar to add reports to report packages

Users can save time when searching for a report that needs to be added to a report package. The search bar enables quick filtering by name rather than manually looking through a long list of reports.

Custom Financial Reports: Limits on GL detail for report packages

To prevent system lag, users are allowed to include GL details in report packages for a maximum of 100 days. If a user chooses to include GL detail and selects a “from” date that is more than 100 days before the “to” date, they will not be able to run the report package and will be presented with a tool tip that explains the limit and an alternative method for including GL details over 100 days.

Custom Financial Reports: Save Changes to Default Reports

When a Template is created, it will always have a corresponding Default Report for that Template. Previously, users could not save changes to Default Reports and could only create a new Report. With this update, users will now see the Save options on ALL Default Reports to save Settings, Filters, Org Unit selections, etc. on the Default Reports instead of needing to create a 2nd Report to save those settings.

June 4, 2020

R365 Accounting

Financial Report Writer - Report Packages

Report Packages allow for a combination of Reports and PDF documents to then be sent via email to designated recipients or downloaded to Excel. When adding reports to a new Report Package, Custom Financial Reports can easily be added via a Report Selection pane. Report Packages allow for unique User Views to be set and saved based on the desired Org Unit selections so that they can easily be shared across instances. Finally, GL Account Details can also be included in any Report Package by checking the 'Include GL Detail' checkbox when running the report.

Client Record

Client records are included in Channel Partner instances to allow Client information to be stored in each necessary instance. Once set, Clients can be assigned to each Location and then used as a variable in a Custom Financial Report Template Header and/or Column Header.

Mark as Paid Toggle - AP Invoice

The 'Mark as Paid' toggle can be turned on both before and after an AP Invoice is approved, as long as there is still an amount remaining on the invoice.

Open Transactions Tab - Vendor Record

The 'Open Transactions' tab of the Vendor Record includes notices that mark when an invoice is 'Past Due' or 'Due Soon' depending on if it is past due or within 10 days of the due date.

Profitability Report

The Profitability Report combines your monthly Costs with your Sales to show your Profit. This report also displays current weekly averages against your Profitability Targets to show your current numbers and the amount needed to reach profitability by the end of the month.

R365 Operations

New Dashboard with Delivery Widgets

Users now have access to widgets that allow profitability by Order Mode and Delivery Service (Uber Eats; Door Dash; Grub Hub; etc).  Users can also drill into these widgets to see Top 5/Bottom 5 Items sold and their related profitability.  A new integrated Mapping Tool also allows for quick mapping of POS imported Service Types into distinct Order Modes for use on the Dashboard.

New Product Mix - Year Over Year Report

A new report that shows current year versus prior year (same operational day) PMIX quantities and price and the resulting % up or down.  Menu Item Categories are totaled as well so that users can easily tell which categories are up or down as a whole versus last year.  Date Range and Multiple Locations are supported.

Import Historical PMIX

The Import Tool now has the option to import historical Product Mix information into R365 for use on the new Product Mix - Year Over Year Report.  

May 18, 2020

R365 Accounting

Financial Report Writer: More Fonts and Expanded PDF Options

Users will now be able to further customize how their custom financial reports export to PDF. New options include paper size, page scaling, margin and footer options, center page, and page order. Additionally, users can now change the font. In addition to the standard Calibri font, users can now choose Arial, Tahoma, Times New Roman, and Verdana.

Financial Report Writer: New Org Unit Variable

Before this update, the org unit would always display in the same area within a custom financial report. Now, the org unit is treated as a variable, which means users have the flexibility to place the org unit value in any location they desire as well as omit it completely. Note: For all existing custom financial reports, the static org unit value has been replaced with a variable org unit in the same location to avoid any unwanted changes.

New User Role: Budgets

A new secondary role has been added so admins can give managers access to view and edit budgets, even if they don't have access to Accounting.  

Vendor and Invoice Prioritization

Users can now better manage their cash flow by assigning a priority level to vendors and invoices. If a priority is set for a vendor, all new invoices from that vendor will default to the chosen priority level. Vendor priority options include high, standard, and low. Users can change the default priority level on individual invoices if needed. A “critical” priority level can be selected for invoices that need immediate attention.  

New Columns for Vendor and Transaction Lists

New columns have been added to the vendor list and the AP transaction list. Users can now add a “payment term” and “state” column to the vendor list which allows them to see that information without having to open a vendor record. Users can also add “legal entity,” “due date,” “days till due,” and “aging status” columns to the AP transaction list so they can quickly determine which invoices are due and in how many days without having to run an aging report.

Manager Log

Health and Sanitation Task List

To help restaurants prepare for reopening, users now have access to an editable manager log task list with daily activities that promote health and sanitation as they start to allow dine-in customers. The editable template includes activities such as checking employee temperatures and ensuring physical spacing guidelines.

R365 Scheduling

Mobile App: Report Messages and Manager Auditing

Employees will now be able to report inappropriate messages sent via the R365 Scheduling mobile app. Managers will be able to audit the reports and take appropriate action.

May 6, 2020

R365 Accounting

AP Hold for Invoices

Before this release, users could put AP holds on specific vendors. This new enhancement allows users to place holds at the invoice level, giving restaurants better control over their available cash.

More Data in Bank Accounts List

The Bank Accounts List now has 4 new columns that can be added. GL Balance, Outstanding Deposits, Outstanding Payments, and Legal Entity columns help users better manager their cash flow.

New Standard Stat Accounts

“Guest Count” and “Transaction Count” will be standard stat accounts that can be automatically populated from a POS to a custom financial report. Users can use these stat accounts to calculate average check and average sales per guest without having to manually enter values.

Financial Report Writer: New “Report Date” Field

Users can now specify a report date for all custom financial reports. This enhancement gives users the ability to run reports that exclude transactions beyond the specified report date.

R365 Scheduling

Review Schedule Before Publishing

The R365 Scheduling system will now run a check before publishing a schedule. Users will be presented with any conflicts detected so they can correct any mistakes or publish the schedule being aware of potential conflicts.

April 22, 2020

R365 Accounting

Financial Report Writer Org Unit Search

A new search bar helps users find org units faster by returning results that match the search criteria, including org units that are hidden several clicks inside of parents.

Free Text and Variables for Financial Report Writer Headers

Report headers are now more flexible with the ability to use free text and variables such as:

April 15, 2020

Accounting

• Enhancement to Report - Banking - Check Register can now be filtered by vendor

• New Report - Adjusted Cash Balance - Summary and Detail of cash balances adjusted for outstanding items and details of undeposited funds.

• Fixed - Fixed Assets - Place in Service date cannot be adjusted to an earlier date when a beginning balance of depreciation exists

April 1, 2020

Accounting

• Enhancement - GL - Control Account - optionally mark an account to disable use in a manual journal entry

• Enhancement - AP Invoice & Credit Memo - When changing the header location there is an option to not update the location of the detail lines entered.

• New Report - Working Trial Balance - General Ledger account balance with net change and a separate amount of unapproved transactions

• New Report - Fiscal Year Setup Errors - Quickly identify gaps and overlapping dates between periods

Operations

• Enhancement - Copying an Item or Recipe now allows editing of Measure Type

• Enhancement - Added Vendor Pack Size Description field for Sysco imported invoices on Vendor Item - more vendors coming soon.

• Fixed - UofM automatically changing when selecting an item as an ingredient on a recipe

• Fixed - AR Invoices now reference location cost where available

• Fixed - Memorized POs can now be modified after copying

Scheduling

• Enhancement - Added ability to turn on/off Smart Labor by Location

• Enhancement - Added Location Name to Employee Form Punch Detail Grid

• Enhancement - Schedule now can accommodate fractional hours on hour variance numbers

• Fixed - Availability tab now functions correctly when importing employee records

Manager Log

• Enhancement - Added Vendor Name to Daily Overview screen

Reporting

• Enhancement - Custom Financial Reports - Combination Reports - a new Report Type that can include P&L and BS Accounts on the same Report

• Enhancement - Custom Financial Reports - Page Breaks can now be added inside Row Layouts that will be applied when exported to PDF

• Fixed - Imported Commissary Orders now appear on Consolidated Production Report