---
title: "Legacy Match an R365 Payment in Bank Activity"
slug: "legacy-match-an-r365-payment-in-bank-activity"
description: "Match an R365 Payments batch to bank activity using the legacy Bank Activity interface in R365."
updated: 2025-11-12T14:58:19Z
published: 2025-11-12T14:58:19Z
canonical: "docs.restaurant365.com/legacy-match-an-r365-payment-in-bank-activity"
---

> ## 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.

# Legacy Match an R365 Payment in Bank Activity

Payments processed through the [R365 Payments service](/doc/docs/r365-payments-service) are matched on the [Bank Activity page.](/doc/docs/bank-activity-page)

---

## Security

Users must have the following permission to match bank activity:

- Banking → Bank Activity → Process Bank Activity

---

## Match an R365 Payment in Bank activity

To match an R365 Payment in Bank activity, follow these steps:

*Click steps to expand for additional information and images.*

****1)** Navigate to the [**Bank Activity page**](/doc/docs/bank-activity-page).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EXXXU3L1.png)

****2)** Select the desired **bank account** from the bank account dropdown.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EFQ4YW2X.png)

****3)** Locate the **R365 Payments Batch**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U18W3CF0.png)

****4) Expand** the activity in the row by clicking the arrow.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YGRK1QDB.png)

****5) Review** the **proposed transaction**s that correspond to the bank activity debit amount.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X9GULCFW.png)

****6)** Click **Match Set**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W56UB1CX.png)

****7)** Review then click **confirm** in the confirmation window**.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UY3050JM.png)

Once all steps are complete, the transactions will be moved to the matched/excluded tab.