Release Notes: October 2025

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 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

• 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.