Advanced Budgeting in Restaurant365 allows Users to build and customize budgets to meet the needs of their organization. Budgets can be created for both Balance Sheet and Profit & Loss Statement Accounts. Budgets can be created from prior year actuals or from a blank template. This training article will provide an overview of the Advanced Budgeting feature in R365 with links to specific articles covering every aspect of Advanced Budgeting.
Users with one of the following Primary Security Roles have the ability to create and modify Budgets:
- Full Access
- Accounting Manager
- Accounting Clerk
Users with the following Secondary Security Role has the ability to view and edit Budgets:
Users with the following Secondary Prohibit Role will be unable to save, approve, and delete but will be able to view a Budget:
- Prohibit JE/GL Changes
Click here for more information on Security Roles in Restaurant365.
Users can access the Advanced Budgeting feature by logging in through a web browser and selecting 'Accounting' from the module selector at the top of the left nav pane. Navigate to the 'General Ledger' subsection and select 'Budgets' to view a listing of existing budgets.
To open the Budget Parameters screen and create a new budget, hover over the 'Account' menu in the top ribbon and select 'Budget'.
Budget Parameters Screen
This article details all of the fields and parameters on the Budget Parameters screen. This information is also included on the 'Create a New Budget' article. Click here for training on the Budget Parameters Screen.
Create a New Budget
Budgets can be created for both P&L Accounts and Balance Sheet Accounts and can start with Blank values, PY Actuals, or be copied from another budget. This article explains the Budget Parameters Screen and how to create a new budget. Click here for training on creating a New Budget.
This article details all of the fields and parameters on the budget screen. Click here for training on the Budget Screen.
Budget Account Details Screen
This article details all of the fields and parameters on the Budget Account Details screen. Click here for training on the Budget Account Details Screen.
Completing and Updating Budgets
Once a budget has been created, it must be completed. This article explains how to complete budgets as well as make updates to existing budgets. Click here for training on completing and updating Budgets.