Review the most recent changes in R365!   May 31st, 2023 Breaks and Splits Break and Split Penalties have moved to the Smart Ops Labor Admin page!  Break Penalties are now configurable on the Break Rules tab. Split Shift and Clopening ...

This article reviews the releases from Q2 of 2023. View the full list of Release Notes here. TABLE OF CONTENTS May 31st, 2023 April 27th, 2023 April 20th, 2023 May 31st, 2023   Breaks and Splits   Break and Split Penalties have moved ...

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...

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...

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...

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 ...

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 ...

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...

View new and updated documentation updates for a quick look into recent changes in R365!   Type Date Title Description New 5/31/23 Workforce Payroll Process Overview New article reviewing the steps to process payroll and approve associated Journ...

View new and updated documentation updates for a quick look into recent changes in R365!   Type Date Title Description Update 3/15/23 Paycheck Run Details Updated article with information on the edit button for the Paycheck Run date. New 3...

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...

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...

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 ...

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...

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...

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, exporte...

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 ...

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...