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Overview

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 Restaurant365 with links to specific articles covering every aspect of Advanced Budgeting

 

Advanced Budgeting Demo Video

Click here to open the Advanced Budgeting Demo Video

Security

To create and modify Budgets in Restaurant365, a user must have the security role of Accounting Manager or Accounting Clerk.  This security will grant the user access to the Account menu in the top ribbon of Restaurant365.  Click here for more information on Security Roles in Restaurant365

Navigation

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 (pictured below).  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

Budget Screen

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

 

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