Release Notes: New Releases

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.

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

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.

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

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  → 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

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.

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.

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.

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.

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