--- title: "Memorized AP Transactions Tab" slug: "memorized-ap-transactions-page" description: "View and manage reusable AP invoice and credit memo templates on the Memorized AP Transactions list page." updated: 2026-07-20T19:35:40Z published: 2026-07-30T07:30:14Z canonical: "docs.restaurant365.com/memorized-ap-transactions-page" --- > ## 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. # Memorized AP Transactions Tab > **Updated Grid Experience** > > This article covers the updated grid experience for the **Memorized AP Transactions** tab. For questions, contact [R365 Support](https://help.restaurant365.net/support/home), or read about the [classic view of the Memorized AP Transactions page.](/doc/docs/classic-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](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). --- ## Navigation ****Navigation Steps**** 1. Open the **Accounting** application. 2. Expand the **Accounts Payable** category. 3. Click **AP Transactions.** 4. Navigate to the **Memorized AP transactions tab.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9GXAZCKO.png) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png) --- ## Memorized AP Transactions Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-50V0CG0B.png) | | 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](https://help.restaurant365.com/docs/en/memorized-ap-transactions). | | **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](/doc/docs/manage-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](/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) - **Menu** - Contains the following additional table actions: - **Export** - [Exports the table](/doc/docs/export-grid-data) to a .csv file. - **Refresh Data** - Refreshes the table without changing the view. - **Row Height** - [Switches table row spacing](/doc/docs/change-table-row-height) between tall, medium, short, or compact. 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.](/doc/docs/user-preferences) - **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) | | **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. | Access rights granted to users or user roles that dictate what actions they can perform within the system.