This article describes the Budget Screen in the Advanced Budgeting feature in Restaurant365.  Click here for more information on Budgeting


Budget Screen


The Budget screen is where the budget can be viewed and updated.  The parameters that were set on the Budget Parameters screen are also present on the Budget screen and can be adjusted here as needed.


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1) Year - The Year for the Budget

2) Locations - The Location (or Multiple Locations) for the Budget

        Note: when Multiple Locations that belong to different Legal Entities are selected, the Periods (or weeks) will be pulled from the Legal Entity of the first Location selected on the Budget Parameters screen

3) Budget By - Setting for Budget Display: by Period, or by Week

4) Calendar Type - Setting for the Budget base Calendar: Operational Calendar or the Fiscal Calendar of the selected Location(s)

        Note: when Multiple Locations that belong to different Legal Entities are selected, the Calendar Selected will be pulled from the Legal Entity of the first Location selected on the Budget Parameters screen

5) Account Type - Setting for the Account Type for the Budget, Profit & Loss or Balance Sheet.  This will determine which accounts are loaded on the Budget

6) Name - The Name for the Budget

7) Reporting Budget Checkbox - Check this box if the Budget will be the default Budget in My Reports for the selected Location(s)

8) Action Menu / Import Button - To export a Budget to Excel, hover over the Action menu and select 'Budget Template / Excel Export'.  This will produce a Popup where the user will select the Location to export.  Once the template is complete, it can be imported with the Import button.  The values from the Budget Template will then populate the Budget on the Budget screen

9) Budget Value Display Settings:

  • Sum / Avg - When working with a Budget that represents Multiple Locations, the User can elect to view the values in each cell by Sum, or by Average.  For Budgets with only one Location the Sum and Avg buttons will produce the same values
  • Whole / Decimal - The User can elect to view the values in each cell as Whole numbers (rounded) or as numbers with Decimals.  This is applicable for Budgets with one and multiple Locations

10) Net Sales - To view Prior Year Net Sales, toggle the greater-than sign here.  The Net Sales for the last two years will be displayed on separate lines.  If data is only available for one year, only one year will be displayedadvanced-budgeting-single-location-budget-screen-net-sales-toggled

11) Budget Sum Columns - In this column the sum total of all values entered for each Period / Week on the entire Budget will be displayed here

12) Account List Quantity Displayed - The number of Accounts loaded for the Budget is displayed here