---
title: "R365 Navigation"
slug: "r365-navigation"
description: "Navigate R365 using the left navigation rail and module menus. Covers Admin, Operations, and primary navigation areas."
updated: 2026-01-02T23:30:44Z
published: 2026-01-12T08:00:08Z
canonical: "docs.restaurant365.com/r365-navigation"
---

> ## 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.

# R365 Navigation

## 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](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).

---

## 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GLK8OPHO.png)

|  | **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). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BVKOPVEZ.png) |
| **2** | Multi-Instance Switcher | Displays the URL name of the currently open instance and opens the multi-instance switcher menu, which contains the following actions: - **Search** - Filters the list of available instances based on the entered text. - **Instance** - Displays the [instance nickname](/doc/docs/multi-instance-nicknames) and opens the selected instance. Only instances the user has access to are listed. - **Manage instances** - Opens the [Instances screen](/doc/docs/my-instances), which lists all instances the user has access to, including instances not shown in the dropdown. [Favorite instances](/doc/docs/set-favorite-instances-for-multi-instance-switching) and [instance nicknames](/doc/docs/multi-instance-nicknames) can be managed from this screen. This menu lists the user’s [favorited instances](/doc/docs/set-favorite-instances-for-multi-instance-switching) and their five most recently accessed instances. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G5KD1CNC.png) > This button is only displayed for users with [multi-instance access](/doc/docs/multi-instance-switching). |
| **3** | Show/Hide Left Navigation Menu | Shows or hides the left navigation menu. |
| **4** | 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z63VDSYZ.png) |
| **5** | 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](/doc/docs/r365-navigation#create-menu). |
| **6** | Notifications | Opens the user’s [notifications](/doc/docs/notifications-overview). When opened, users can view their read and/or unread notifications, as well as access and adjust their [notification settings](/doc/docs/notifications-notification-center). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K18R079E.png) |
| **7** | 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 The [help menu](/doc/docs/help-menus) is unique to each page, and the content in the help menu is determined by the page that is currently open. > [!NOTE] > **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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NUUIN0FQ.png) |
| **8** | User Menu | The User menu gives users access to the following: - User Profile - [User Preferences](/doc/docs/user-preferences) - [Reset Password](/doc/docs/resetting-user-passwords) - [My Workflows](/doc/docs/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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J9W10Q4C.png)

#### Left Rail Applications

|  | **Application/Module** | Categories |
| --- | --- | --- |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PPML3WDG.png) | [**Home**](/doc/docs/home) | - Financial dashboard - Labor dashboard - Operations dashboard 1 (formerly the Smart Ops Home page) - Operations dashboard 2 (formerly the Operations dashboard) - Tasks Dashboard |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YTY482HE.png) | [**Reports**](/doc/docs/reports) | - Custom financial reports - Intelligence - My reports - P&L comparison - Payroll reports (formerly Workforce Reports) - Report subscriptions |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9DGX6TNO.png) | [**Accounting**](/doc/docs/accounting) | - Accounts payable - Accounts receivable - Banking - Fixed assets - Franchising - General ledger - Transactions |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YKX5VLK8.png) | [**Inventory**](/doc/docs/inventory-app) | - Inventory - Invoices - Items - Orders |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I58DXCOD.png) | [**Sales & forecasting**](/doc/docs/sales-forecasting) | - Daily sales summary - Forecasting - Menu items - Sales tickets |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TMY8KCAS.png) | [**Workforce**](/doc/docs/workforce) | - Employees - Scheduling - Time & attendance |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V6FLKABO.png) | [**Payroll**](/doc/docs/r365-payroll) | If **R365 Payroll** is enabled - Payroll overview - Paycheck runs - Documents - Taxes - Year end checklist |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GR22PV9J.png) | [**Task management**](/doc/docs/operations-task-management) | - My tasks - Guides - Forms |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8V3M6IKC.png) | [**Manager log**](/doc/docs/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 |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RV9QU49U.png) | [**Catering**](/doc/docs/catering) | - Catering categories - Catering events - Catering items - Catering menus - Catering tasks - Contacts - Event calendar - Payments expected - Rooms - Sites |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LF6ZUT36.png) | [**Admin**](/doc/docs/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 |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HECBW0WH.png) | **Radar** | Opens the **Radar** application in a new tab. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9CAXQ2MB.png) | [**Payroll**](/doc/docs/aps-payroll) | If **APS Payroll** is enabled, opens the APS Payroll application in a new tab. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q4S9PA76.png) | [**Training**](/doc/docs/employee-training) | Opens the **Employee training** application (previously ExpandShare) in a new tab. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2GM1YIDS.png) | [**Hire**](/doc/docs/hire) | Opens the **Hire** application in a new tab. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NVVMLZXC.png) | [**Marketplace**](https://www.restaurant365.com/marketplace) | Opens [www.restaurant365.com/marketplace](https://www.restaurant365.com/marketplace) in a new tab. |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-N8OR05LP.png) | **More** | Opens a list of additional R365 applications available for purchase. |

### Left Navigation Menu

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ET1ZWX1F.png)

|  | **Button/Field** | **Description** |
| --- | --- | --- |
| **1** | Category | A category dropdown. Category options will vary depending on the application selected. Categories can be expanded or collapsed by clicking the category name. Beneath each category is a dropdown list of all associated pages that users can open. Categories without dropdowns are standalone features that open when clicked, like R365 Intelligence. |
| **2** | Page | Pages that can be accessed within each category. From these pages, users can view grids that list existing records, open, view, and manage said records, and complete R365 actions. Pages with an open tab icon ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OFT6FOOL.png) beside them will open in a new tab, likely in the classic experience of R365. |

---

## 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OSB19VRN.png)

### Accounting

| Create Action | Description |
| --- | --- |
| Account | Opens a blank [GL account record](/doc/docs/gl-account-record). Learn about [creating GL accounts](/doc/docs/add-a-new-gl-account). |
| Budget | Opens the [Budget Parameters tool](/doc/docs/budget-parameters). Learn about [creating budgets](/doc/docs/creating-a-new-budget). |
| Fiscal Year | Opens a blank [fiscal period setup record](/doc/docs/fiscal-period-setup-page). Learn about [creating fiscal years](/doc/docs/fiscal-periodyear-setup). |
| GL Type | Opens a blank [GL type record](/doc/docs/gl-types). |
| Import Journal Entry | Opens the [Import Journal Entry tool](/doc/docs/importing-journal-entries). |
| Journal Entry | Opens a blank [journal entry record](/doc/docs/journal-entry-record) with the type ‘Standard’. Learn about [creating journal entries](/doc/docs/new-journal-entry). |
| Mass DSS | Opens the [Mass DSS tool](/doc/docs/mass-dss-review). |
| Payroll Journal Entry | Opens a blank [payroll journal entry record](/doc/docs/payroll-journal-entries). Payroll journal entries are journal entries with the type ‘Payroll’. Learn about creating [payroll journal entries](/doc/docs/payroll-journal-entries). |

### Banking

| Create Action | Description |
| --- | --- |
| Bank | Opens a blank [bank record](/doc/docs/bank-record). |
| Bank Account | Opens a blank [GL bank account record](/doc/docs/bank-account-record). |
| Deposit | Opens a blank [bank deposit record](/doc/docs/bank-deposit). |
| Get Bank Activity | Opens the [Bank Activity page](/doc/docs/bank-activity-page). |
| Reconciliation | Opens the [Bank Reconciliation tool](/doc/docs/bank-reconciliation). |
| Transfer | Opens a blank [bank transfer record](/doc/docs/bank-transfer). |
| Withdrawal | Opens a blank [bank expense record](/doc/docs/bank-expense). |

### Catering

| Create Action | Description |
| --- | --- |
| Event | Opens a blank [catering event record](/doc/docs/catering-events). |
| Item | Opens a blank [catering item record](/doc/docs/catering-items). |
| Menu | Opens a blank [catering menu record](/doc/docs/catering-menus). |
| Room | Opens a blank [room record](/doc/docs/sites-and-rooms). |
| Settings | Opens the [Catering Settings page](/doc/docs/catering-settings). |
| Site | Opens a blank [site record](/doc/docs/sites-and-rooms). |

### Customer

| Create Action | Description |
| --- | --- |
| Credit Memo | Opens a blank [AR credit memo record](/doc/docs/ar-credit-memo). |
| Customer | Opens a blank [customer record](/doc/docs/customer-record). |
| Customer Payment | Opens a blank [AR payment record](/doc/docs/ar-payment). |
| House Accounts | Opens the [House Account tool](/doc/docs/house-accounts). |
| Invoice | Opens a blank [AR invoice record](/doc/docs/ar-invoice). |
| Sales Item | Opens a blank [sales item record](/doc/docs/sales-item-record). |

### Fixed Asset

| Create Action | Description |
| --- | --- |
| Asset | Opens a blank [asset record](/doc/docs/asset-record). Learn about [creating assets](/doc/docs/creating-assets). |
| Category | Opens a blank [asset category record](/doc/docs/asset-categories). |
| Class | Opens a blank [asset class record](/doc/docs/asset-classes). |
| Depreciation | Opens a blank [deprecation record](/doc/docs/fixed-assets-depreciation-form). |
| 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](/doc/docs/franchisee-daily-sales). |
| Franchisee | Opens a blank [franchisee record](/doc/docs/franchisee-setup). |
| Franchisee Billing | Opens a blank [Franchise Billing window](/doc/docs/franchisee-billing-process). |
| Store | Opens a blank [customer record](/doc/docs/customer-record). |

### Manager Log

> [!WARNING]
> All Manager Log create actions are for the [Classic Manager Log](/doc/docs/classic-manager-log).

| Create Action | Description |
| --- | --- |
| Add to Document Library | Opens the [classic Upload Document window](/doc/docs/classic-manager-log-document-library). |
| Email Alert | Opens a blank classic Email Alert tool. |
| Log Category | Opens a blank [classic log category record](/doc/docs/classic-manager-log-log-categories). |
| Log Entry | Opens a blank [classic log entry record](/doc/docs/classic-manager-log-create-log-entries). |
| Note | Opens a classic employee note. This option is disabled if the [new Manager Log](/doc/docs/smart-ops-manager-log-overview) is enabled. Learn about [creating employee notes](/doc/docs/create-employee-notes). |
| Task | Opens a blank [classic task list record.](/doc/docs/classic-manager-log-using-task-lists) |
| Task List Setup | Open a blank [classic task list setup record](/doc/docs/classic-manager-log-task-list-setup). |
| 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](/doc/docs/paycom-payroll-integration-instructions). |
| Export | Opens the [R365 Payroll Export](/doc/docs/r365-payroll-export) report found in My Reports. |

### Vendor

| Create Action | Description |
| --- | --- |
| Credit Memo | Opens a blank [AP credit memo record](/doc/docs/ap-credit-memo). Learn about [creating AP credit memos](/doc/docs/ap-credit-memos-create-a-credit-memo). |
| Import AP Transaction | Opens the [Import AP Transaction tool](/doc/docs/ap-imports-manual-importing). |
| Invoice | Opens a blank [AP invoice record](/doc/docs/ap-invoice-record). |
| Manual Payment | Opens a blank [AP payment record](/doc/docs/ap-payment-record). Learn about [creating AP payments](/doc/docs/manual-payment). |
| Mass Invoice Entry | Opens a blank [Mass Invoice Entry tool](/doc/docs/mass-invoice-entry). |
| Payment Run | Opens a blank [payment run record](/doc/docs/payment-run-record). Learn about [creating payment runs](/doc/docs/creating-a-payment-run). |
| Upload File | Opens the [Upload File tool](/doc/docs/documents-to-process-manual-upload). |
| Vendor | Opens a blank [vendor record](/doc/docs/vendor-record). |