---
title: "Match an R365 Payment in Bank Activity"
slug: "match-an-r365-payment-in-bank-activity"
description: "Match an R365 Payments batch to bank activity using the updated 10-step process in R365 Bank Activity."
updated: 2026-05-12T21:16:54Z
published: 2026-05-12T21:16:54Z
canonical: "docs.restaurant365.com/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.

# Match an R365 Payment in Bank Activity

> This article references the [New Bank Activity Experience](/doc/docs/bank-activity-overview) which is being enabled for all customers through January 2026.
> 
> Learn more about the [Bank Activity update](/doc/docs/bank-activity-update-2025).
> 
> See [Legacy Bank Activity documentation](/doc/docs/legacy-bank-activity-1)

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

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access).

---

## 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).**

A) Open the **Accounting** application**.** B) Expand the **Banking** category. C) Select **Bank Activity**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q7ZD6W3U.png)

****2)** Select the desired **Bank Account**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NO8TY96J.png)

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

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

****4)** Select **Potential matches found** in the payment batch row.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EUEN1MBH.png)

****5)** Select the **proposed batch** in the [matching panel](/doc/docs/bank-activity-page#matching-panel).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NW013UFQ.png)

****6)** Click **review**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZLZYE8WV.png)

****7) Review** the **transactions**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZPYBACU8.png)

****8) Enter comments** for the associated transactions. *(Optional)***

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6IKVM5US.png)

****9)** Click **match.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LAD9CS9P.png)

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

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

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