Release Update: January 9, 2019

What’s included in this release:


New FeatureBank Direct Connect - Allows users to connect their Bank Accounts with R365 in order to directly download Bank Account activity.

  • Saves Time  Access and Retrieve bank information from within R365.  No need for a manual file import. 

  • Increases Accuracy  No bank exports, scrubbing of files and importing needed, minimizing the opportunity for error. 

  • More Secure – Encrypted connection and no need to share passwords.

Feature Highlights

  • Support for thousands of local and national banks.
  • Set it once and forget it.
  • No need to leave R365 to get banking information.
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