--- title: "Bank Activity Update 2025" slug: "bank-activity-update-2025" description: "2025 Bank Activity redesign: table views replace tabs, adds matching panel, bank connection status, and bulk actions." updated: 2026-02-19T17:18:59Z published: 2026-02-26T11:00:24Z canonical: "docs.restaurant365.com/bank-activity-update-2025" --- > ## 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. # Bank Activity Update 2025 The [Bank Activity](/doc/docs/bank-activity-overview) experience has been updated with a layout and workflow designed to simplify transaction matching, creation and reconciliation preparation. It is being enabled for all instances through early January 2026. During the transition period, both the new and [legacy layouts](/doc/docs/legacy-bank-activity-1) remain available. The new layout offers a clean design, improved visibility into matching and rule application, and a streamlined experience for creating transactions and preparing for reconciliation. --- ## New Experience Settings ### Enable New Bank Activity Experience The new experience is enabled for all instances and can be managed on the [Miscellaneous tab of System Preferences.](/doc/docs/system-preferences-miscellaneous) > When the New Bank Activity Experience is enabled, the Rule Vault checkbox is automatically checked and cannot be disabled. To disable the Rule Vault, users must revert to the legacy bank activity experience. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XHHB0TK3.png) ### Reapply Bank Rules on Account Selection An option to automatically reapply bank rules when an account is selected or switched has been added to the [Miscellaneous tab of System Preferences](/doc/docs/system-preferences-miscellaneous) and is enabled by default when the New Bank Activity Experience is enabled. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SFJU8MOY.png) --- ## Bank Activity Updates ### Table Views Tabs on the [Bank Activity page](/doc/docs/bank-activity-page) have been replaced by preset table views. Table views allow for flexibility on column displays and filtering or use of default views. Learn more about [table views](/doc/docs/manage-table-views). The Rule Applied view replaces the Rule applied tab. It shows bank activity transactions that have a rule applied and require review. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XOL5A5PM.png) ### Bank Activity Buttons Quick access buttons for key actions with additional options available in the Retrieve Activity dropdown. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J8YYR5E8.png) ### Bank Connection Status The status indicator shows whether the bank connection is active. - **Green**: The connection is active. - **Orange**: The connection is not active. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IEDHOCW7.png) ### Matching Panel The [matching panel](/doc/docs/bank-activity-page#matching-panel) displays displays possible matches for the selected bank activity. Users can review and select the correct match from this panel. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4UVPKZZG.png) ### Bank Activity Table - Enhanced Options Scroll through the bank activity transaction details without losing quick access to the actions. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LY4MJ14I.png) #### Customize with Table Options The following options have been added to the Bank Activity table, giving users more flexibility and customization options for how transactions are displayed: - **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png) - **Columns** - Opens the [Columns menu](/doc/docs/adjust-table-columns), where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356013521.png) - **Refresh Data** **-** Refreshes the table without changing the view. - **Striped Rows** - Enables or disables [alternating row colors](/doc/docs/apply-row-stripping-to-tables). 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.](/doc/docs/user-preferences) - **Column Filtering** - Turns [column filtering](/doc/docs/filter-a-table-with-column-filters) 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.](/doc/docs/user-preferences) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AYYFM5C6.png) ### Unmatch in Bulk The option to unmatch multiple transactions has been added to the **Manage** menu allowing users to make adjustments more efficiently. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7AZ715NN.png) --- ## Bank Activity Imports The [bank activity import](/doc/docs/bank-activity-import-overview) screens are updated to match the new design but retain full functionality. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M695PKRL.png)