---
title: "Rule Vault Update 2025"
slug: "rule-vault-update-2025"
description: "2025 Rule Vault features: two rule types, order-applied sequence, bulk actions, and updated matching logic."
updated: 2025-10-23T10:00:01Z
published: 2025-10-23T10:00:01Z
canonical: "docs.restaurant365.com/rule-vault-update-2025"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Rule Vault Update 2025

> The Rule Vault will be enabled for all customers in September 2025. When the **New Bank Activity Experience** is turned on, the Rule Vault is **automatically enabled** and **cannot** be disabled. To disable the Rule Vault users must first revert to the legacy bank activity experience.

The differences in the [Bank Rules tab](/doc/docs/bank-rules) and the Rule Vault are explained in the article below.

When the [Rule Vault](/doc/docs/rule-vault-overview-security) is enabled, the Bank Rule tab is replaced with the Rule Vault screen which is accessed from the [Bank Activity page.](/doc/docs/bank-activity-page)

---

## Rule Vault Features

### Rule Types

The Rule Vault supports two rule types:

- [**Matching Rules**](/doc/docs/matching-rule-record)**:** Pair imported bank activity to existing R365 transactions based on specific conditions. Matching rules can be either system-generated [(default)](/doc/docs/rule-vault-default-matching-rules) or user-created/custom.
- [**Create Transaction Rules:**](/doc/docs/create-transaction-rule-record)
  - User-created rules that create new R365 bank transactions (deposits or expenses) based on defined conditions.
    - Cash in transactions create bank deposits.
    - Cash out transactions create bank expenses.

### Order Applied and Reorder Rules

The Rule Vault includes an **Order Applied** column that sets the sequence that rules will be applied to bank activity. The [**Reorder Rules**](/doc/docs/reorder-bank-rules) option can be used to change the sequence in which rules are applied.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2OKXYNKZ.png)

### Create Bank Rules

In the Rule vault, bank rules can be created from scratch instead as well as from example transactions. The **New rule** button provides options to create a [matching rule](/doc/docs/create-a-matching-rule) or a [create transaction rule](/doc/docs/rule-vault-create-a-rule).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GYXOM24T.png)

### Apply Bank Rules to Multiple Bank Accounts

With the Rule Vault, users have the option to apply rules to multiple bank accounts.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-R990TXSH.png)

> [!TIP]
> **R365** **Best Practice**
> 
> The detail location selected applies to all transactions created by the rule.
> 
> For organizations with separate bank accounts per location, consider creating individual rules for each location to ensure transactions are recorded accurately.

### 

### View Bank Rules

On the [Rule Vault screen](/doc/docs/rule-vault-page), users can view bank rules for all bank accounts or use the [filter](/doc/docs/filtering-tables) to focus on a specific bank account, location, rule type and more.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PV5XS8F4.png)

### Rule Actions

In the Rule Vault, rules are managed from individual rule records and can be [copied](/doc/docs/copy-a-rule), [edited](/doc/docs/rule-vault-edit-a-rule), [marked inactive](/doc/docs/rule-vault-mark-as-inactive), or [deleted](/doc/docs/delete-a-rule) from the associated rule record.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-53RWK5OL.png)

---