Release Notes: New Releases

Bank Activity has been redesigned and is being enabled for all R365 instances. The updated experience introduces a modern layout, improved filters, and enhanced usability. Key updates include:

• A streamlined interface for easier navigation and review

• Updated filters to quickly locate unmatched items or rule-based matches

• A new side panel for faster transaction matching and creation

Learn more about the Bank Activity update.

A redesigned Bank Transfer experience is now available in R365 with an modernized look and improved layout.

Learn more about the Bank Transfer update.

The experience will be enabled for all R365 instances in November, and the classic Bank Transfer will be removed in January 2026.

The Classic AP Payment record is being deprecated and will be replaced by the updated AP Payment record.

Learn more about the AP Payment update.

The Rule Vault is now enabled for all R365 customers. The Rule Vault provides a more flexible, centralized interface for managing both matching and transaction creation rules in bank activity.

When the New Bank Activity Experience is turned on, the Rule Vault will automatically be enabled and cannot be disabled. The Rule Vault can only be disabled in the legacy experience. This can be done from the System Preferences: Miscellaneous tab.

Learn more about the Rule Vault update.

The R365 search bar in the system header now includes apps, supports fuzzy matching to identify typos, and displays categories in a consistent order across the dropdown menu as well as the full results screen. The search experience has been refreshed with a modern look, smoother animations, and improved keyboard navigation.

Share feedback through the new ‘Give Feedback’ option when no results are found to help our team identify gaps and continue improving the search experience.

Payroll and standard journal entry imports now support Location Groups in the ‘Detail Location’ column. This allows users to import entries by referencing a location group instead of listing individual locations.

Location group names must match the exact spelling of the corresponding group in R365.

Learn more about importing journal entries.

An optional schedule approval workflow is now available, providing a formal review step before schedules are published. This process adds an extra layer of control while ensuring schedules are automatically published if approvals are not completed by the deadline. Schedule approvals are configured on the Schedule Settings page.

Learn more about configuring schedule approvals.

The Journal Entry and Payroll Journal Entry records have been redesigned with a modernized layout that enhances usability while maintaining all the functionality of the classic form. Updates include a streamlined header, tabs for attachments and statistical entries, and a new activity feed for tracking changes and adding comments.

The new experience is now enabled for all customers by default. Users can switch back to the classic form if needed, but this option will be removed in Q4 2025. Learn more about the journal entry update.

Standard Journal Entry:

Payroll Journal Entry:

When book values are edited on a Fixed Asset, selecting Save will now prompt users to submit depreciation updates—just like using the Submit button. The options Save & New and Save & Close are hidden in this case. This ensures depreciation postings are properly updated when saving book changes.

The Rule Vault is now enabled for all R365 Instances, replacing the legacy Bank Rules tab. It supports both matching and transaction creation rules, with enhanced features like rule reordering and a consolidated table where bank rules for all accounts can be viewed in one place.

The ability to disable Rule Vault will be removed in October 2025. Learn more about the Rule Vault update.

The setting to ‘Display Credit Memos in Payment Runs’ has been enabled for all R365 instances.

When enabled, credit memos are pulled out of the Credits and Discounts details and are displayed in the transactions table of the Payment Run allowing users to apply credit memos in the transactions table. An additional column, ‘transaction type’ is also added to the table.

The setting is managed in the Miscellaneous tab of System Preferences and will be removed in 2025/2026.

The new AP Payment layout has been enabled for all R365 Instances and includes the same functionality as the classic record.

The option to switch to the classic record will be removed in October 2025. Learn more about the AP Payment update.

The option to @Mention users has been added to Documents to process comments.

@Mentioning a user will send a notification to the user via the notification window, R365 App, email, and or SMS specific to the notification settings set in the notification center.