Release Notes - New Releases

Review the most recent changes in R365!   Login Page Update The Login page has an updated new look Location Groups Location Groups have been updated and are now shared across Accounting and Smart Ops. When configuring Location Groups, ea...
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Release Notes - Q1 2023

This article reviews the releases from Q1 of 2023. View the full list of Release Notes here. February 2nd, 2023 Login Page Update   The Login page has an updated new look   Location Groups   Location Groups have been updated and are ...
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Release Notes - Q4 2022

This article reviews the releases from Q4 of 2022. View the full list of Release Notes here. Group Messaging  Mobile  R365 Messaging now supports Group Messaging! App Users with R365 Messaging access can now message multiple coworkers at once ab...
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Release Notes - Q3 2022

This article reviews the releases from Q3 of 2022. View the full list of Release Notes here. September 29th, 2022   Scheduled Payments   Schedule Payments ahead of time! The Scheduled Payments feature allows Users to schedule a Payment Run in a...
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Release Notes - Q2 2022

June 30, 2022 AP Center The AP Center makes processing AP easier. Follow the full life of an AP Invoice from Document Upload through Payment Creation, all from one central place!  View a PDF tour of the AP Center here.  Forecast Import Qu...
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Release Notes - Q1 2022

March 24, 2022 Intraday Polling Enabled for Over 30 POS Systems Discover the Sales and Labor data available at your fingertips when intraday polling is enabled for your database. See here if your POS is one of the over 30 POS Systems setup for intrada...
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Release Notes - Q4 2021

December 16, 2021 Workflows Now Includes a New Look and Security Role! The My Workflows window shows off a new look as well as the ability to view the invoice attachment alongside each invoice as it is being reviewed.  In addition to this, the new ...
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Release Notes - Q3 2021

September 15, 2021 See trends faster and get all the financials you need in one place, at a glance with the Financial Dashboard Customers with Custom Financial Reports (CFR) now have access to the financial dashboard which puts fresh, visualized data ...
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Release Notes - Q2 2021

June 15, 2021 Improve forecasting by using 2019 sales data for Smart Forecasts 2020 was not a typical year. Use 2019 sales data to get more accurate sales forecasts. Alternatively, you can use the previous 8 weeks by selecting the “Smart  Forecast (20...
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Release Notes - Q1 2021

March 3, 2020 Cleaner reports by excluding GL accounts with no activity - Make your GL detail reports easier to consume by excluding GL accounts that have no activity for the selected date range.         Further customize standard reports to fit ...
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Documentation Updates: Q1 2023

View new and updated documentation updates for a quick look into recent changes in R365!   Type Date Title Description New & Update 2/2/23 Purchased Item Record & Classic Purchased Item Record Updated articles with new Purchased Item Rec...
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Documentation Updates - Q4 2022

View new and updated documentation updates for a quick look into recent changes in R365!   Type Date Title Description Update 12/8/22 R365 Messaging  Updated to reflect group messaging update New 12/8/22 Archived Messages New Article coveri...
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Documentation Updates - Q3 2022

View new and updated documentation updates for a quick look into recent changes in R365!   Type Release Date Title  Description Update 9/29/22 Item Location Groups The nested group functionality for assigning Item Location Groups has been updat...
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Documentation Updates - Q2 2022

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description New 6/30/22 AP Center: Overview & Security The AP Center makes AP processing easier by gathering all of the AP ...
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Documentation Updates - Q1 2022

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 02/16/2022 Schedule: Schedule Writeback This feature is available for those who use Aloha as their POS Sy...
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Documentation Updates - Q4 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 12/16/2021 1096 Prep Ready for Year End? No worries – we have you covered! Check out these reports to he...
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Documentation Updates - Q3 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 9/30/2021 My Reports: Send, Export, and Print Reports All of 'My Reports' can be emailed, expor...
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Documentation Updates - Q2 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description New 6/23/2021 Enabling Automatic Updates to the R365 Red App Are you finding that mobile updates are released to ...
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Documentation Updates - Q1 2021

View new and updated documentation updates for a quick look into recent changes in R365!  Type Release Date Title Description Update 03/03/2021 My Reports: Send, Export, or Print Reports Twenty reports now have the advanced functionality o...
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Documentation Updates - 2020

View new and updated documentation updates for a quick look into recent changes in R365!  Q4 2020 Type Release Date Title Description Update 12/17/2020 Security Role Descriptions Users with the Secondary Role 'Payroll Clerk' ...
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