Release Notes - New Releases

Review the most recent changes in R365! Mobile Release August 2022 R365 Red App - Navigation Layout Change The R365 Red App Navigation menu was changed to create more streamlined access to the R365 Red App functions. The new Mobile Navigation m...
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Release Notes - Q3 2022

This article reviews the releases from Q3 of 2022. Read release notes from the most recent release here. View the full list of Release Notes here. August, 25th 2022 Item Location Groups Item Location Groups can be applied to both Purchased It...
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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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Release Notes - Q4 2020

December 16, 2020 Edit account name and number of default stat accounts - You can now edit the account name and number of default system statistical accounts to fit the naming and numbering conventions of your chart of accounts.      Scroll bar on...
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Release Notes - Q3 2020

September 23, 2020 R365 Accounting AP Invoice: Quick allocation to multiple locations - Allocate invoice amounts to multiple locations quicker with the new dropdown menu that allows you to select multiple locations instead of adding locations one b...
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