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    Release Notes: New Releases
    • 04 Dec 2024
    • 4 Minutes to read
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    Release Notes: New Releases

    • Dark
    • PDF

    Article summary

    Enhanced Forecasting

    Get ready for more precision, flexibility, and control with our upgraded forecasting features. These new enhancements make it easy to customize, view, and manage forecasts at every level.

    Key Highlights:  

    ✅ Granular Forecasting: View projections by week, day, or even down to 30- or 15-minute intervals.

    ✅ Effortless Customization: Fine-tune your forecasts with settings based on historical data, with the freedom to adjust at any time.

    ✅ Smart Event Forecasting: Add and adjust for holidays, promotions, and special events with ease.

    Get Started

    Mobile App in Spanish

    ¡La aplicación está disponible en español! ¡Selecciona tu idioma tocando tu foto de perfil!

    The R365 Mobile App can now be displayed in either English or Spanish. This language setting will translate all of the buttons, options, and help text that are part of the R365 Mobile App. Any user entered information, such as item information, vendor information, jobs, notes, comments, etc., will not be translated.

    Learn more about R365 Mobile Language Options.


    We are excited to introduce these updates and continually build on our restaurant-specific solutions. Dive deeper by joining our What's New Webinar with industry experts for an in-depth look at these innovations.

    Check out additional smaller updates for the month of December below.


    Administration

    System and Platform

    Mobile - Reactions to Messages

    Users can now view and add reactions to messages in the mobile app, as well as see read receipts to confirm when messages have been read.

    New System Preference - Automatic OCR Processing

    Users now have greater control over document handling in Docs to Process with the introduction of the Automatic OCR Processing option in System Preferences. This feature allows organizations to decide whether documents are automatically processed by OCR or reviewed prior to processing.


    Accounting

    R365 Payments

    Important Update - Check Date Update

    Important Update to R365 Payments: Checks issued by the R365 Payments service will now reflect the date the payment was sent to the vendor and not the date the user entered on the payment record. This update provides more accurate insight into check processing timing.

    Last Payment Method Update to Last R365 Payment Method

    Users with the R365 Payments service will now see the "Last Payment Method" field updated to "Last R365 Payment Method" on the vendor record, and it will also appear in the vendor grid.

    Transactions

    AP Payment - Calculate in the Amount Field

    The Amount field in the new AP Payment screen is being enhanced to allow users to perform calculations—such as addition, subtraction, multiplication, and division—directly within the field.

    Banking

    Display Bank Rule Applied to Transactions

    A new column has been added to the matched excluded tab in bank activity. The new rule applied column displays the bank rule number and name that was applied to the transaction giving users better visibility to their bank rules in action.


    Operations

    Task Management & Forms

    Mobile Forms

    Forms are now available on the R365 Mobile App, enabling users to complete them on the go, ensuring that important information is captured and accessible to all.


    Labor and Scheduling

    Time Off Requests

    Usage Increments Restriction in the R365 Mobile App

    PTO accrual rules now have the ability to restrict the hour increments that employees can request time off in.

    When requesting time off through the app, the employee will receive an error message if their time off request was not submitted in the correct increment.

    Waiting Period Restriction in the R365 Mobile App

    PTO accrual rules now have the ability to restrict how long an employee must wait after their hire date to use their time off.

    When requesting time off through the app, the employee will not be able to request time off if the waiting period has not elapsed.


    Workforce

    Pay Runs

    New Payroll Imports

    The payroll import process has been updated to simplify the workflow for importing earnings and deductions into pay runs. This new experience includes:

    These changes provide a more organized and efficient approach to managing payroll data.

    2024 W-2s

    Simple IRA Details

    2024 W-2s will reflect Simple IRA information as follows:

    • Box 13 will be checked

    • Box 12 with code S will have the amount


    Reports

    My Reports Updates

    Above Store Actual vs Theoretical Report - ‘Items to Display’ Parameter

    The Items to Display parameter allows the Above-Store AvT report to be run with all items, even when actual counts are zero.

    Theo On Hand Report - Usage Per 1000

    A new column for Usage per 1000 has been added to the Theo On Hand report. With this update, the Sales (-) column now displays the calculated sales used in the usage per 1000 calculation.

    ACH Export - New ACH Export Option - Truist A

    A new ACH export option has been added - Truist A. This new export includes a hardcoded ‘A’ before the Tax ID.

    R365 Intelligence

    New Metrics and Attributes

    New sales payment datapoints have been added to R365 Intelligence!

    Attributes: Payment Type and Payment Group.
    Metrics: Payment Amount, Payment Amount PW, Payment Amount PY, Payment Qty, Payment Qty PW, Payment Qty PY.

    Dashboard Subscription Update

    Dashboard subscriptions have been updated to limit sharing to users with access to the dashboard and external users. This enhancement provides greater control over dashboard visibility, ensuring sensitive data remains in the right hands.


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