Release Notes: New Releases

Resetting a password via mobile is now the same as web! When the Forgot Password? button is tapped, users will be prompted to send themselves a reset password link. This temporary link will allow users to create a new password in the app.

The permissions for inventory counts and inventory count templates have been updated with new names and groupings.

Inventory Count Template Changes

• Edit Inventory Count Templates → Edit Inventory Template General Details

• Edit Inventory Count Template Details →  Edit Items/Recipes

• Create Inventory Count Template Details →  Add Items/Recipes

• Delete Inventory Count Template Details → Remove Items/Recipes

• Rearrange Inventory Count Template Details → Rearrange Items/Recipes

Inventory Count Changes

• Edit Inventory Count Details → Edit Items/Recipes

• Create Inventory Count Details → Add Items/Recipes

• Delete Inventory Count Details → Remove Items/Recipes

Permission Tree

The permission tree for inventory counts and inventory count templates is as follows:

• Food

  • Inventory Count Templates

    • View Inventory Count Templates

    • Edit Inventory Count Templates

    • Edit Template GL Posting Status

    • Edit Template Count Schedule

    • Create Inventory Count Templates

    • Delete Inventory Count Templates

    • Edit Inventory Count Templates

    • Edit Inventory Template General Details

    • Edit Template GL Posting Status

    • Edit Template Count Schedule

    • Edit Items/Recipes

      • Add Items/Recipes

      • Remove Items/Recipes

      • Rearrange Items/Recipes

  • Inventory Counts

    • View Inventory Counts

      • View Inventory Counts

      • View Count Distribution Tab

      • View Variance Tab

    • Edit Inventory Counts

      • Edit Inventory Counts

      • Edit Count GL Posting Status

      • Edit Items/Recipes

        • Add Items/Recipes

        • Remove Items/Recipes

    • Create Inventory Counts

    • Unlock Inventory Counts

    • Approve Inventory Counts

    • Unapprove Inventory Counts

    • Delete Inventory Counts

    • Generate Using Theo on Hand

The following permission has been added for editing and creating print preference groups within Scheduling:

• Labor → Scheduling → Schedule → Print Preferences → Add/Edit/Delete Print Preferences

The AP Payment record now includes an option to view the payment’s activity history, including R365 Payments activity. This functionality is exclusively on the updated AP Payment record, providing greater visibility into payment actions.

Activity history is tracked from the date this feature went live and does not include past payment actions.

Address verification is now available on the Contact Record. When users input an address, the system uses Google to verify it and provides a suggested, verified address. Users can choose to proceed with the verified address or continue with the address they entered.

The ACH export logic has been updated to use values entered in the newly added ACH Company ID, ACH Immediate Origin, and ACH Company Name fields on the Bank Account record during ACH setup. This ensures that user-provided values are prioritized for ACH exports, reducing the need for manual intervention during bank uploads.

If no values are provided in these fields, the system will fall back to existing logic by using the Legal Entity Tax ID for the ACH Immediate Origin and ACH Company ID, and the Legal Entity Name for the ACH Company Name.

Users can now reset documents processed by Capture AI, deleting OCR mappings for the draft transaction and returning the document to a waiting status. Documents can be reset from the Draft Transaction Sidesheet. Reset documents can be reprocessed or split into separate PDFs for individual processing.

Users with the R365 Payments Service can now place payments in ‘Processing’ or ‘Scheduled’ status on hold. Held payments will be updated to ‘Not Sent status’ until they are resubmitted, providing greater control over payment processing.

A ‘Show 0 qty items’ toggle has been added to the Review tab of orders. When turned on, all items will be displayed, including those with a zero order amount.

When viewing the item details screen of an item on an order, users can scroll through a carousel that shows the Item # or Brand # (if they exist).

When in Inventory, users can now hide the Bluetooth scanner option from the screen. It can then be turned on from the navigation menu.

Form templates can now be created by importing a .csv file.

Form templates can also be exported as a .csv file directly from the template options.

Users can now attempt to submit a form without completing all required fields. The form will scroll to the first incomplete field and display a ‘required field’ warning when submission is attempted.

Forecasts are now only generated for the location’s operating hours as defined on the location’s Labor Matrix. When sales adjustments are made in week view, dollar adjustments are evenly distributed across the location’s operating hours. Actual sales dollars (from POS data) that fall outside of operating hours are grouped with the first or last operating hour for historical projections.

A Scheduling Settings page has been added to the Schedule Calendar.

Within the Schedule Settings page, print preference groups are created to define the default print settings for assigned locations. When a user prints the schedule, the print settings will default to the configured settings for that location. The user can still manually adjust the print settings before printing the schedule.

Only users with access to the employee’s primary location will be able to approve, deny, or cancel time off requests. Time off requests are approved/denied on the Time Off tab of Manager Tools or in the Manager Queue.  

The ‘Maximum Balance’ configuration for PTO accrual rules has been expanded and renamed Accrual Cap. Fixed Date type and Accrued type accrual rules can now be configured with one of three accrual cap options:

• Limitless Accrual - There is no cap to how many hours an employee can accrue.

• Maximum Yearly Accrual - The employee can accrue a set number of hours per year.

• Max Running Balance - The employee can accrue up to a maximum balance. As hours are used, more can be accrued.
  
  

The tracking of accrued hours has been split into two types; regular and exempt.

• Regular - Hours are included in the employee's accrual cap for the rule.

• Exempt - Hours are not included in the employee's accrual cap for the rule. When the employee uses accrued hours, exempt hours are used first.

The options for regular and exempt are present when making manual accrual balance adjustments and in the carryover settings of Fixed Date type and Accrued type accrual rules.

Employer contributions have been added to the tax section of the payment details page. Users can now see the ER contributions for the selected paycheck as well as the MTD and YTD ER contributions.

A new Pullback tab has been added to the Payroll by Pay Period Report and the Payroll by Date Report, displaying all pullback payments with a Deleted status and the reason Pullback. Pullback amounts in the Funding Report are calculated based on the selected report's date range.

A new Pullback tab has been added to the Funding Report, displaying all pullback payments with a Deleted status and the reason Pullback. Pullback amounts in the Funding Report are calculated based on the selected report's date range.

The new Capture Pro Transaction report displays the number of transactions created by the Capture team by location. Users can drill into specific locations to get a detailed view on what transactions were entered by the ap capture team.

The Actual Vs Theoretical Analysis report (AvT) can now be added to a report subscription. The subscription setup for the AvT report contains three additional settings to configure the count template and count range used in the comparison.

The Date Range functionality in report subscriptions now adjusts based on the selected Report View:

• Single Date Views: Only a required Date field is shown.

• Date Range Views: Both Start Date and End Date fields are shown and required.

The Date Range parameter has been added to the Weekly Review - Location report. When set to yes, the report is run for a custom date range.

The Date Range parameter has been added to the Advanced Weekly Sales and Labor report. When set to yes, the report is run for a custom date range.

The Sales column in the Theoretical on Hand report now displays the estimated sales amount for the item since the last inventory count, based on the item's usage per $1,000 in sales.

Calculation: (Usage Per 1000 rate of the item × sales between the item's last inventory count and the report date) ÷ 1000

The behavior of the Sum by Transaction setting has been updated.

• When Sum By Transaction: Yes is selected, the report will display the header comment of the invoice instead of the item name.

• When Sum by Transaction: No is selected, the report will the Show: Item/Comment setting to determine whether to display the item name or the comment for the detail line.

A new parameter, Master Date, has been added to the Transaction Detail Export. The Master Date parameter allows the user to choose whether to run the report based on the created date or the transaction date.

Deposit metrics were added to Intelligence. They include the following:

• Deposit 1

• Deposit 2

• Deposit 3

• Deposit 4

• Deposit 5

• Total Deposit

These are pulled from the Daily Sales Summary (DSS).

R365’s QBO integration now supports connecting to multiple QBO instances, allowing users to select specific QBO instances to connect to R365. Users can manage each QBO company’s mapping individually when mapping GL accounts, vendors, and locations ensuring accurate alignment of data between R365 and the connected QBO accounts.