Release Notes: September 2024

Users can now elect whether to show or hide record count totals on transaction and sales grids!

A new option on the Miscellaneous tab of the System Preferences page gives users the option of whether or not to Display Record Count in Grids.

When the ‘Display Record Count in Grids’ checkbox is selected, the counter appears on the following pages:

• All Transactions

• AP Transactions

• AR Transactions

• Daily Sales Summary

Users will now see any overassigned or unassigned amounts labeled on the Draft Transactions sidesheet.

If the Invoice Total does not match the Total of all line items in the Details section below, the Overassigned or Unassigned amount appears below the Invoice Total field.

When AP Capture AI is enabled, the Documents to Process table includes two new columns: Vendor and Transaction Number.

Updates were made to the status and issue columns of the Documents to Process page.

• When an error occurs when processing a document, the Status becomes Verification Needed.

• If a document contains an error that is caused by a duplicate number, Duplicate Number appears as the reason in the Issues column.

• If a document contains no errors and Always Require OCR Verification is selected in System Preferences, the Status becomes Ready to Review.

If Payments V2 is on AND the provider is FIS AND the vendor payment method is set to R365 Payments, then the Bank Account Number and Routing Number fields will be hidden.

On the R365 Payment report, the following will be updated:

• The Payment Date column will use the user-entered date from the AP Payment record

• The following columns will be added:

  • Initiated Date

  • Funding Date

  • Issued Date

The Bank Deposit page now has an option to report the deposit records to Excel.

The following new permissions regarding Inventory Count Templates have been added:

• Food

  • Inventory Count Templates

    • Edit Inventory Count Templates Details

      • Create Inventory Count Templates Details

      • Delete Inventory Count Templates Details

      • Rearrange Inventory Count Templates Details

These allow admin to manage which users can add new items to inventory count templates, remove items from count templates, and reorganize the items on count templates, respectively.

The Refresh cost button is now on the review section header when reviewing an inventory count. The button is now accessible from every open tab.

On the Purchase Order Template, the field previously labeled ‘Purchasing Day’ has now been changed to ‘Ordering Day.’

This refers to the date that the purchase order should be submitted to the vendor.

The Description field on both the purchased item record and the recipe record can now accommodate up to 280 characters.

Purchased Item Record

Recipe Record

When creating a guide task using the form task type, and the form template entered does not exist, users will be given the option to create a new form template. This will allow users to create a new template to use.

When assigning a task to an employee, the first option on the list will be ‘Myself.’ This will be the user who is currently assigning the task out.

A Notes field has been added to the Shift Details form. These notes will be viewable on the Schedule Calendar and in the Manager Queue for shift swaps.

Identify employee records that need to be merged with the new Proposed Merges wizard. This wizard matches employees by name, POS ID, and email, then suggests potential merges.

The following earnings and deductions now have dedicated GL mapping settings:

• Simple IRA Contribution

• Simple IRA Contribution Expense

• Simple IRA Contribution Liability

• State IRA Contribution

• State IRA Contribution Expense

• State IRA Contribution Liability

• Sick Pay Expense

• PTO Pay Expense

• Spread of Hours

• Split Penalty

• Clopening Penalty

• Retro Pay

• Reporting Time Pay

• Service Charge

• Fringe Benefit

• Prepaid Tips

• Bereavement

• Break Penalty

Payments can now be deleted from the Pay Run Details page as well as the Payment Details page. This action is irreversible.

Negative earrings can now be entered when adding earnings to payment details. Negative earnings are intended to be used as a tool for correcting YTD totals and properly calculating taxes.

• Cost-based earnings are entered as a negative amount.

• Hours-based earnings are entered as negative hours.

When adding hour-based earnings, the employee’s pay rate will automatically populate after the associated job is selected. The populated rate is the employee’s rate for that job on their employee record.

Descriptions were added to each of the reports on the Audit Access tab on the Security & Permissions page.

The new Employee Shift Sign Off report is now available!

This report prints a page for each employee with their punch details and a signoff line.

Previously, users only had the option to select the As Of date. However, the latest update to the Flash Report and the Flash Report - Advanced gives includes the Date Range parameter that allows the user the option to select a date range for the report.

A new parameter on the Cash Sheet Report allows users to generate the report to Display Totals Only for the selected period.

The following updates were made to the Average Gross Sales by Hour report:

• A new toggle parameter allows users to elect whether to view the report in Net Sales or Gross Sales.

• A new toggle parameter allows users to elect whether to select a week range or a specific date range. The average will be based on the data from the time frame selected.

• An expand option on the report allows for users to drill down on each date to see the actual sales that make up the average.

• The report will now display 0 for hours in which there were no sales.

When the Exclude Labor Hours or Exclude Labor $ checkboxes are checked on an employee record, their labor hours or labor dollars will be excluded from total on reports that consider these values.  This includes reports such as the following:

• Advanced Weekly Sales and Labor

• Weekly Sales and Labor

• Labor Punches

• Weekly Labor Evaluation

• Labor vs Scheduled - Detail

• Minimum Wage Adjustment

• Labor By Employee By Job

• Labor Payroll Review

• Labor Actual vs Scheduled