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

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.

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 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.

Reports Module

Since reports can be accessed from all applications, all reports pages have been grouped into a new Reports module in the left rail.

When accessing pages found in the Reports module from Accounting, Operations, or Workforce applications, the page will open in the Reports module.

Admin Module

All pages and tools related to system setup and configuration have been added to the new Admin module found in the left rail.

When accessing pages found in the Admin module from Accounting, Operations, or Workforce applications, the page will open in the Admin module.

Other Applications

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

• Employee Training (ExpandShare)

• Hire

• Radar
  
  

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:

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 are found in the left rail and app switcher:

• Smart Ops (now called Operations)

• Workforce

• Payroll (APS Payroll)

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

• Franchising

• Catering

• Manager Log

Left Navigation Consistency

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

Help Menu Changes

The classic Help menu has been upgraded to the dynamic Help menu found in the Operations and Workforce applications. Also, the POS Connect Installer has been moved to the Admin module.

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

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.

Changes to Legacy Smart Ops and Workforce Navigation

Smart Ops Application Renamed ‘Operations’

The Smart Ops application has been renamed ‘Operations’ and is accessed from the left rail or app switcher.

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.

Navigation to Other Apps

The navigation options for other applications such as Hire, Smart Ops, and Workforce, as well as the classic R365 experience, have been removed. These options are now available as applications or modules in the left rail.

Smart Ops

Workforce