Release Notes: August 2025

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August 29, 2025

Custom Logo Configuration

The instance logo now appears in the system header and remains visible when the left navigation is collapsed.

Logo management is located on the Miscellaneous tab in System Preferences. Learn more about configuring a custom logo.

Theme Builder Retirement

Theme Builder has been retired. Refer to the Change the Displayed Logo article for instructions on updating the system header logo.

1099 Reporting Update for Tax Year 2025

R365 has updated its 1099 reporting logic to align with IRS changes for tax year 2025:

  • Excess golden parachute payments are now reported in Box 3 of the 1099-NEC, as required by the IRS.

  • Box 14 of the 1099-MISC has been removed, as it is now reserved for future use.

These changes apply to vendor records, AP invoices, and credit memos.

Historical Box 14 data has been migrated to Box 3 where applicable, and printed forms for 1099-NEC and 1099-MISC have been updated accordingly.


August 19, 2025

Daily Option for Transaction Spreading

Journal Entries and AP Invoices can now be spread and memorized at a daily occurence.

New Edit/Delete Permissions for EDI Transactions

New Electronic Data Interchange (EDI) specific permissions have been added to allow organizations to further customize who and what can be edited in Accounts Payable.

The following permissions are associated specifically with editing and deleting EDI transactions:

  • Food

    • Food → AP Invoices → Edit AP Invoices → Edit EDI AP Invoices

    • Food → AP Invoices → Delete AP Invoices → Delete EDI AP Invoices

    • Food → AP Credit Memo → Edit AP Credit Memos → Edit EDI AP Credit Memos

    • Food → AP Credit Memo → Delete AP Credit Memos → Delete EDI AP Credit Memos

  • Accounts Payable

    • Accounts Payable → AP Invoices → Edit AP Invoices → Edit EDI AP Invoices

    • Accounts Payable → AP Invoices → Delete AP Invoices → Delete EDI AP Invoices

    • Accounts Payable  â†’ AP Credit Memo → Edit AP Credit Memos → Edit EDI AP Credit Memos

    • Accounts Payable → AP Credit Memo → Delete AP Credit Memos → Delete EDI AP Credit Memos

Verified Address on Vendor Records

Address Verification is now available on the vendor record. When users input the address, the system uses Google to verify it and provides a suggested, verified address. Users can choose to proceed with the verified address or continue with the address they entered.

Verified Address on Customer Records  

Address Verification is now available on the customer record. When users input the address, the system uses Google to verify it and provides a suggested, verified address. Users can choose to proceed with the verified address or continue with the address they entered.