---
title: "AP Payment Update"
slug: "ap-payment-update"
description: "Explore the updated AP Payment record layout (Sept 2025) with collapsible header, auto-apply, and new field names."
updated: 2025-09-09T22:12:16Z
published: 2025-09-11T11:30:02Z
canonical: "docs.restaurant365.com/ap-payment-update"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AP Payment Update

> The new AP Payment record will be enabled for all customers in September of 2025 and the option to switch to the classic view will be removed in October 2025.

This article covers the features of the new [AP Payment Record](/doc/docs/ap-payment-record).

---

## AP Payment Record New Layout

The AP Payment record received an updated layout. Users can switch between the classic layout and the new layout without exiting the record.

### From New to Classic

To access the classic form, select **Classic Form** from the **menu button**![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2a8be15e-e5d1-45d5-ba59-2e47ab492659.png) . ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-R6DYGOQV.png)

### From Classic to New

To access the new form, select the **Try New Version** option from the **Action** menu.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-35BPLJEG.png)

---

### New AP Payment Features

### Updated View

Utilize all the same functionality in an updated view on the new [AP Payment record](/doc/docs/ap-payment-record).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2GD2IHX8.png)

### 

### Collapsible Header

Collapse the header to open up space to focus on the invoices available in the apply tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BZWZOYKA.png)

### Auto-Apply

Use **Auto-Apply** to automatically apply the remaining unapplied payment to each selected invoice, up to the invoice balance. Payments are applied in the order the invoices appear on the AP Payment record until the payment is fully applied.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YUS33CM4.png)

### Detail Filter

Use the filter in the transaction grid to filter by location, date, due date, number, total, and more. By default, a filter is applied to display transactions that share a legal entity with the location selected in the header.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AAGXOWQE.png)

### Attachments Tab

View attachments in the dedicated attachment tab which includes a count of the number of documents attached to the payment.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZCXZWUVU.png)

### AP Payment Activity

View the history of action taken on an AP Payment with the activity panel or leave comments and tag the desired user to [notify](/doc/docs/notifications-overview) them of the comment.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O4658W35.png)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P6BHV0C5.png)

An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.