Release Notes: New Releases

The new journal entry experience is being enabled for all customers in December 2025 and the classic version will no longer be available. Learn more about the by the updated journal entry and payroll journal entry record.

Standard Journal Entry:

Payroll Journal Entry:

The 1099 reporting process has updated to reflect the latest IRS form revisions for tax year 2025. Specifically:

• Excess golden parachute payments will now be reported in Box 3 of Form 1099-NEC (previously Box 14 of Form 1099-MISC).

• Box 14 of Form 1099-MISC is now reserved for future use and is no longer valid for this payment type.

These changes have been applied within the reporting workflows to ensure tax reporting remains fully compliant with IRS regulations for the 2025 tax year.

A new GL Summary dataset is available for use in R365 Intelligence. This dataset includes the following metrics and attributes:

The following metrics were added to the Sales & Cogs Metrics folder when adding data by object:

• Total Beer Cost

• Total Beer Sales

• Total Food Cost

• Total Food Sales

• Total Liquor Cost

• Total Liquor Sales

• Total N/A Bev Cost

• Total N/a Bev Sales

• Total Wine Cost

• Total Wine Sales

These metrics are based on the predefined R365 Operational Reports Categories.

A new column on the Users page now shows each user’s most recent login date and time.

Bank Activity has been redesigned and is being enabled for all instances through early January 2026. 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

• A fixed action column for quick access

Learn more about the Bank Activity update.

The User Preferences page has a new look! In addition to its refreshed design, new Table display preferences were added.

The new Table display preferences enable users to set defaults across all tables with the updated design. Set the following:

• Default row height

• Turn on/off striped rows.

• Enable / disable column filters

The Menu Items and Menu Item Categories pages have a new look! The following changes were made:

• The Menu Items page and Menu Item Categories page have a new, refreshed design.

• A new option menu enables users to switch back to classic view.

The Recipes pages have a new look! The following updates were made:

• The Recipes page and Recipes (Classic) pages were merged in the navigation menu.

• The Recipes page and Ingredients page have a new, refreshed design.

• A new option menu enables users to switch back to classic view.

Payroll imports are now faster and more accurate with new tools that streamline filtering, review, and data management.

• Quick Filters – Instantly switch between All, Errored, and Valid rows.

• Bulk Actions – Select and delete multiple rows at once.

• Import Snapshot – Review totals at a glance to confirm accuracy.

These updates save time, reduce errors, and enable confident payroll processing—even when some rows need attention.

Learn more about Pay Run Imports.

The badge reporting experience has been upgraded to provide deeper insights into badge engagement across the organization. The new Badge Reporting screen replaces the previous version with a redesigned, more powerful reporting experience that includes a consolidated badge overview, user and location insights, and advanced search and filtering by badge, user, category, role, or location. The tables can also be exported in CSV format for further analysis or sharing. This screen is available to all admin users when Badges is enabled.

The document upload window for AP invoices has been redesigned for faster, more flexible data entry. Users can now assign Location, Assign To, and Document Type to multiple files at once using new dropdowns. These master values can also be overridden for individual files as needed. Learn more about uploading documents.

Bank Activity has been redesigned and is available 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

• A fixed action column for quick access

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.