July 29, 2025
My Reports - Managed Favorites
Managed report favorites are now available!
Admins can assign key reports as ‘Managed Favorites’ for specific report roles, ensuring the most important reports are front and center for users on their My Reports landing page. These reports appear alongside personal favorites and help new and existing users quickly access the most relevant insights. Managed favorites respect user permissions and are only visible if assigned. No additional setup is required for end users.
Learn more about configuring managed favorites.
July 9, 2025
Rule Vault - Updates
The Rule Vault has been expanded to support Custom Matching Rules, allowing users to create their own logic to match bank transactions with R365 transactions. These user defined conditions offer greater flexibility and can reference details from bank activity or existing R365 transactions.
In addition, the Rule Vault now includes an Order Applied column which sets the priority in which the rules will be applied. The following options have been added to the Rule Vault to manage the rule order.
Reorder Rules: Adjusts the priority of matching rules.
Reset Rule Order: Restores the default order of rules.
User Preferences - Documents to Process - New Invoice Option
A new Docs-to-Process default page settings has been added to the User Preferences page.
This setting determines if the Create button will open in the accounting invoice type or the operations invoice type and is set per user and is only displayed for users with both create invoice permissions:
Accounts Payable → AP Invoices → Create AP Invoices
Food → AP Invoices → Create AP Invoices
If the user has the following permission(s): | Then the Create button in Docs to Process will open: |
|---|---|
Accounts Payable → AP Invoices → Create AP Invoices | The accounting invoice type. |
Accounts Payable → AP Invoices → Create AP Invoices | The operations invoice type. |
Both permissions:
| The selection made on the User Preferences page. |