Memorized AP Transactions Tab

Updated on Jul 30, 2026
Published on Aug 8, 2025

4 minute(s) read

Article summary

Updated Grid Experience
This article covers the updated grid experience for the Memorized AP Transactions tab. For questions, contact R365 Support, or read about the classic view of the Memorized AP Transactions page.

The Memorized AP Transactions tab is found on the AP Transactions page and displays templates created using the memorize function for AP invoices and credit memos.

Memorized AP transactions are reusable templates for recurring vendor invoices, such as monthly rent, utilities, or subscription fees. Instead of creating the same invoice manually each period, build a template once with the vendor, amount, GL accounts, and recurrence schedule. It can then be used to generate a new AP invoice when it's due.

Security

One of the following permissions is required to access the Memorized AP Transactions page:

Accounts Payable → AP Credit Memos → View AP Credit Memos within Accounting
Accounts Payable → AP Invoices → View AP Invoices within Accounting
Accounts Payable → AP Payments → View AP Payments

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation Steps

Open the Accounting application.
Expand the Accounts Payable category.
Click AP Transactions.
Navigate to the Memorized AP transactions tab.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Memorized AP Transactions Tab

	Field/Button	Description
1	Create	Select Create to open a new AP transaction, including an AP invoice, credit memo, or payment. Creating a new memorized template is not available from this grid — use the AP Invoice form instead. See Memorize an AP Transaction.
2	Tab navigation	Switch between the AP transactions tab and the Memorized AP transactions tab on the AP Transactions page.
3	Views bar	Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and column settings. Learn more about managing table views. For this page, R365 provides four built-in system views: All memorized transactions (default) Active templates - Displays all templates with an Active status. Due this week - Displays templates with a Next Run Date falling within the current week. Expiring soon - Displays templates nearing the end of their scheduled runs.
4	Table Actions	Search - Filters the table for the entered text. Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. Menu - Contains the following additional table actions: Export - Exports the table to a .csv file. Refresh Data - Refreshes the table without changing the view. Row Height - Switches table row spacing between tall, medium, or short. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Striped Rows - Enables or disables alternating row colors. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Column Filtering - Turns column filtering on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.
5	Memorized AP Transactions grid	Lists all memorized AP transaction templates that fit the selected View. Each entry lists a memorized AP transaction template and its details. Read about the column details below.
6	Status	Displays the current template status (Active, Paused, Manual, or Completed). Active and Paused badges include a dropdown arrow (▾) — click the status to toggle the template between Active and Paused inline, without opening the template record.
7	Edit template (pencil icon)	Opens the memorized template record for editing. Available for Active, Paused, and Manual templates.
8	Use template (document icon)	Creates a new AP Invoice using this memorized template as the starting point. The new invoice opens for review before saving.

Columns

Column	Description
Name	Name of the memorized transaction.
Status	Status of the template.
Company	Indicates the vendor associated with the memorized transaction.
Location	Location associated with the memorized transaction.
Recurrence	How often this is set to recur.
Next Run	The next date the memorized transaction is set to run.
Time to Repeat	The assigned number of times that the memorized transaction should run.
Times Repeated	How many times this memorized transaction has run.
Amount	The total amount for the memorized transaction.
Created By	Name of the user who created the transaction in the system.
Created On	Date when the transaction was created.
Modified By	Name of the user who last updated the transaction.
Modified On	Date when the transaction was most recently updated.

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