R365 Navigation

This article covers navigating R365 with the new R365 navigation experience enabled. 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.

For more information on navigating R365 without the new navigation experience, refer to the Legacy and Classic R365 Navigation article.

Security

User permissions will determine which applications, pages, and actions that an individual has access to.

These permissions can be added to custom user roles or individual users. The Permission 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.

R365 Header

The top ribbon is located at the top of the screen. From this top ribbon, users can open and close the left navigation menu, search within R365, open the global create menu, view notifications, get R365 help, and access their user menu.

	Button/Field	Description
1	Grid App Switcher	The application switcher in the top ribbon 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. From this menu, users can click any enabled application to switch to the application (e.g. moving from Operations to Workforce).
2	Show/Hide Left Navigation Menu	Shows or hides the left navigation menu.
3	R365 Search	Searches within R365 for the following: Pages Reports Create Actions Employees Users Purchase Orders Locations When the search bar is clicked, the Recent list shows the last 7 results accessed through search.
4	Create Menu	Contains quick links to creating new records associated with the accounting app. Learn more about the create actions available in the Create menu below.
5	Notifications	Opens the user’s notifications. When opened, users can view their read and/or unread notifications, as well as access and adjust their notification settings.
6	Help Menu	Contains links to: Product Releases Support Center Knowledge Base Related Videos Videos will open in a mini-player on screen Related Knowledge Base Articles Articles will open in a new tab Related Guided Walkthroughs Walkthroughs will begin on the page The help menu is unique to each page, and the content in the help menu is determined by the page that is currently open. Ex: On the Inventory Counts page, users will see videos, article links, and walkthroughs related to inventory counts. On the Forms page, users will see content related to forms.
7	User Menu	The User menu gives users access to the following: User Profile User Preferences Reset Password My Workflows Log out

Left Navigation

Left Rail Application Switcher

The left rail application switcher is located on the left side of the page and allows users to switch between R365 applications. The left rail will list 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.

To switch to a different application, click the desired app from the list. When an app is selected, the page will reload or the app will open in a new tab.

Left Rail Applications

	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	Contains pages and tools related to system setup and configuration: Accounting Brands Import Integrations Inventory Locations & legal entities Partners Payroll Sales & forecasting System Users & security Workforce
	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.
	More	Opens a list of additional R365 applications available for purchase.

Left Navigation Menu

Button/Field

Description

Create Menu

The Create menu is in the navigation header and can be opened from all applications. This menu provides quick links to creating new records associated with the accounting app.

Accounting

Create Action	Description
Account	Opens a blank GL account record. Learn about creating GL accounts.
Budget	Opens the Budget Parameters tool. Learn about creating budgets.
Fiscal Year	Opens a blank fiscal period setup record. Learn about creating fiscal years.
GL Type	Opens a blank GL type record.
Import Journal Entry	Opens the Import Journal Entry tool.
Journal Entry	Opens a blank journal entry record with the type ‘Standard’. Learn about creating journal entries.
Mass DSS	Opens the Mass DSS tool.
Payroll Journal Entry	Opens a blank payroll journal entry record. Payroll journal entries are journal entries with the type ‘Payroll’. Learn about creating payroll journal entries.

Banking

Create Action	Description
Bank	Opens a blank bank record.
Bank Account	Opens a blank GL bank account record.
Deposit	Opens a blank bank deposit record.
Get Bank Activity	Opens the Bank Activity page.
Reconciliation	Opens the Bank Reconciliation tool.
Transfer	Opens a blank bank transfer record.
Withdrawal	Opens a blank bank expense record.

Catering

Create Action	Description
Event	Opens a blank catering event record.
Item	Opens a blank catering item record.
Menu	Opens a blank catering menu record.
Room	Opens a blank room record.
Settings	Opens the Catering Settings page.
Site	Opens a blank site record.

Customer

Create Action	Description
Credit Memo	Opens a blank AR credit memo record.
Customer	Opens a blank customer record.
Customer Payment	Opens a blank AR payment record.
House Accounts	Opens the House Account tool.
Invoice	Opens a blank AR invoice record.
Sales Item	Opens a blank sales item record.

Fixed Asset

Create Action	Description
Asset	Opens a blank asset record. Learn about creating assets.
Category	Opens a blank asset category record.
Class	Opens a blank asset class record.
Depreciation	Opens a blank deprecation record.
Import	Opens the Assets Importer tool.

Franchising

Create Action	Description
Contact	Opens a blank contact record.
Daily Sales Entry	Opens a blank franchisee daily sales entry record.
Franchisee	Opens a blank franchisee record.
Franchisee Billing	Opens a blank Franchise Billing window.
Store	Opens a blank customer record.

Manager Log

All Manager Log create actions are for the Classic Manager Log.

Create Action	Description
Add to Document Library	Opens the classic Upload Document window.
Email Alert	Opens a blank classic Email Alert tool.
Log Category	Opens a blank classic log category record.
Log Entry	Opens a blank classic log entry record.
Note	Opens a classic employee note. This option is disabled if the new Manager Log is enabled. Learn about creating employee notes.
Task	Opens a blank classic task list record.
Task List Setup	Open a blank classic task list setup record.
Text Alert	Opens a blank Text Alert tool.
Use Manual Task List	Opens the Use Manual Task List tool.

Payroll

Create Action	Description
Connect	Opens the Paycom connection settings.
Export	Opens the R365 Payroll Export report found in My Reports.

Vendor

Create Action	Description
Credit Memo	Opens a blank AP credit memo record. Learn about creating AP credit memos.
Import AP Transaction	Opens the Import AP Transaction tool.
Invoice	Opens a blank AP invoice record.
Manual Payment	Opens a blank AP payment record. Learn about creating AP payments.
Mass Invoice Entry	Opens a blank Mass Invoice Entry tool.
Payment Run	Opens a blank payment run record. Learn about creating payment runs.
Upload File	Opens the Upload File tool.
Vendor	Opens a blank vendor record.