Task Management Forms Create task checklists using Task Management Forms! With Forms, users can create lists of both both scheduled and unscheduled tasks. These can then be made available to specific locations and used to create guide tasks.  ...

This article reviews the releases from Q3 of 2024. July 2024 Accounting Lock/Unlock Budgets View Activity in My Workflows Assign Missing Items in Docs to Process Create UofM for Purchased Items AP Capture Automatically Creates Vendor Item Number...

This article reviews the releases from Q2 of 2024. View the full list of Release Notes here.  June 2024 Accounting Automatically Apply AP Payment to Invoices Cleared Journal Entry Records Link to the Clearing Payroll Journal Entry Undo Depreciation ...

This article reviews the releases from Q1 of 2024. View the full list of Release Notes here. March 14, 2024 Operations Purchase Order Form: On Hand Column Purchase Order Grid: Comments Column Commissary: Auto-Generate Orders & Add Cut-Off Time t...

This article reviews the releases from Q4 of 2023. View the full list of Release Notes here. TABLE OF CONTENTS December 19, 2023 System Report Subscriptions Permissions Import Tool: Employee Import Fields Operations Waste Log Templates: Copy ...

This article reviews the releases from Q3 of 2023. View the full list of Release Notes here. TABLE OF CONTENTS September 28th, 2023 Operations Donations Mobile Donations Item Category Item Prefixes for Smart Ops Purchased Item Record Smart Ops ...

This article reviews the releases from Q2 of 2023. View the full list of Release Notes here. TABLE OF CONTENTS June 15th, 2023 May 31st, 2023 April 27th, 2023 April 20th, 2023 June 15th, 2023 Auto Logout Inactive Users will now b...

This article reviews the releases from Q1 of 2023. View the full list of Release Notes here. March 16th, 2023 Create Time Off on Behalf of Employees   Manger Tools now includes the option to create Time Off Requests on behalf of Employees. Mana...

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...

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...