Navigation Changes 2025

This article covers the differences between the Legacy and Classic R365 navigation and the new R365 navigation experience. The new R365 navigation experience will be enabled for all customers throughout 2025. Contact your CSM to learn more.
When the new navigation is enabled, the New Nav Experience toggle allows users to switch between the new navigation and legacy/classic navigation. This flexibility helps users adapt to the updated experience before it becomes permanent. Although the toggle will eventually be removed, no timeline has been set for its removal.

New Features Added to the New Navigation Experience

Streamlined Look for Headers and Menus

R365 is moving to a standard color palette, and support for custom theme colors is being phased out. This change improves consistency across the product and enhances accessibility. Branding can still be reflected by uploading a logo, which will display throughout R365.

Left Rail App Switcher

In the new experience, a new left rail application switcher has been added to the left side of the page that allows users to switch between R365 applications and modules. The left rail lists all R365 applications that the user has access to.

Hovering over the left rail opens the navigation menu for that application. The menu automatically closes when the mouse moves away. The navigation menu can also be pinned open.

App Switcher

In the new experience, an application switcher has been added to the main R365 header which allows users to switch between R365 applications. When clicked, there will be a dropdown menu of R365 applications. The applications are sorted into those that the organization has enabled and additional apps available for purchase.

R365 Search

A search bar for searching within R365 has been added to the main R365 header.

Create Menu

A new menu that contains quick links to creating new records associated with the accounting app has been added.

Application and Page Reorganization

To improve navigation and group related pages, legacy applications have been reorganized.

Best Practice
The search bar in the R365 header can be used to navigate to any page.

New Applications/Modules

	Application/Module	Categories
	Home	Financial dashboard Labor dashboard Operations dashboard 1 (formerly the Smart Ops Home page) Operations dashboard 2 (formerly the Operations dashboard) Tasks Dashboard
	Reports	Custom financial reports Intelligence My reports P&L comparison Payroll reports (formerly Workforce Reports) Report subscriptions
	Accounting	Accounts payable Accounts receivable Banking Fixed assets Franchising General ledger Transactions
	Inventory	Inventory Invoices Items Orders
	Sales & forecasting	Daily sales summary Forecasting Menu items Sales tickets
	Workforce	Employees Scheduling Time & attendance
	Payroll	If R365 Payroll is enabled Payroll overview Paycheck runs Documents Taxes Year end checklist
	Task management	My tasks Guides Forms
	Manager log	Manager log Log entries Logbooks Classic Manager Log All entries search (classic) Calendar Daily Overview Document Library Flagged entries Log categories Logs Task list setup Task lists
	Catering	Catering categories Catering events Catering items Catering menus Catering tasks Contacts Event calendar Payments expected Rooms Sites
	Admin	All pages and tools related to system setup and configuration have been added to the new Admin module. Accounting Brands Import Integrations Inventory Locations & legal entities Partners Payroll Sales & forecasting System Users & security Workforce

Other Applications

The following applications have been added to the left rail and the app picker, and no longer require additional navigation steps. All of these applications will open in a new tab.

	Application/Module	Description
	Radar	Opens the Radar application in a new tab.
	Payroll	If APS Payroll is enabled, opens the APS Payroll application in a new tab.
	Training	Opens the Employee training application (previously ExpandShare) in a new tab.
	Hire	Opens the Hire application in a new tab.
	Marketplace	Opens www.restaurant365.com/marketplace in a new tab.

Create New Records On the Associated Page

+Create buttons are now available on many pages within the Accounting app and Admin module. Click +Create in the top right corner of the page to add a new record based on the page's content type.

The following pages have new +Create buttons:

Accounting App	Admin Module
GL accounts Journal entries Payroll journal entries Vendors AP transactions Memorized invoices and credit memos Bank accounts Bank transactions Bank reconciliations Customers AR transactions Sales items	Fiscal years Banks GL types Legal entities Locations Payment terms Sales accounts Paid out types Payment type accounts

Changes to the Classic Experience

Top Ribbon Deprecated

The top ribbon has been removed, and all of its actions and pages have been moved to new menus.

The following administration pages and tools have been moved into a new Admin module found in the new left rail:

Setup assistant
Preferences
New beginning balance
New payment term
New fiscal year
Import
Radar imports
Users & security
Workflow setup
Location groups
Theme builder
Audit center
Audit log
Repoll DSSs

All other actions related to creating new records have been moved to the Create menu found in the main R365 header.

Application Menu Deprecated

The application menu located at the top of the left navigation menu has been removed.

The following applications have been reorganized and are found in the left rail and app switcher:

Smart Ops
Workforce
Payroll (APS Payroll)
Catering
Manager Log

The following applications have been added as categories of the Accounting application:

Franchising

Left Navigation Consistency

The left navigation UI is now consistent with the rest of the R365 applications.

Classic	New

Help Menu Changes

The classic Help menu has been upgraded to a dynamic Help menu. The POS Connect Installer has been moved to the Admin module.

Help documentation for accounting and admin pages will be added throughout 2025.

Legacy	New

Profile Menu Changes

The Profile menu has been streamlined to only contain pages related to the user.

Marketplace has been moved to the left rail.
Integrations has been moved to the Admin module.

Legacy	New

Changes to Legacy Smart Ops and Workforce Navigation

Smart Ops Home Page

The Smart Ops Home page has been renamed ‘Operations overview’ and moved to the Home module.

New Payroll and Workforce Apps

R365 Payroll has been restructured into two separate apps: Payroll and Workforce. Payroll-related pages have been moved out of the Workforce app and into the new Payroll app. The updated Workforce app now focuses on employee management and includes pages such as Employees, Jobs, and Scheduling.

Payroll App	Workforce App

Profile Menu

The Profile menu has been streamlined to only contain pages related to the user.

Marketplace has been moved to the left rail.
Integrations has been moved to the Admin module.

Legacy	New