Release Notes: November 2025

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November 17, 2025

New Bank Activity Experience  

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.


November 6, 2025

New User Preferences

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

Updated Menu Items Pages: Menu Items and Menu Item Categories

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

Updated Recipes Pages: Ingredients and Recipes

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 Import Review

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.

R365 Training - New Badge Reporting Screen

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.