This article describes controls and columns on the Advanced Budgeting page of R365’s Budgets feature. The Advanced Budgeting page is used to view and edit budgets. Users with the required permissions enabled can perform a variety of budget-related tasks from this page, including locking and unlocking budgets, entering sales data, and reviewing profits by period. Budget Parameters can be adjusted here as needed.

Fields on the Budgets Page





Saves changes to the budget. Options include:

  • Save - Saves changes and remains on the current page.

  • Save and Close - Saves changes and closes the page.



Allows the user to delete or export the budget.



One or more locations to which the budget applies.

If the selected locations belong to different legal entities, the budget uses periods or weeks from the legal entity of the location that was selected first.


Account Type

Determines whether the budget is set by period or by week.


Calendar Type

Determines whether the budget uses the operational calendar or the fiscal calendar.

The budget can only be used to run the Profit and Loss statement if the budget uses the same calendar type as the report.


Reporting Budget

If selected, the budget becomes the default budget used in My Reports for the selected location(s).


Lock Budget

If the toggle is set to on, the budget is locked and cannot be edited until it is unlocked by a user with the appropriate permissions.

Only users with the Lock/Unlock Budgets permission can change the locked status of a budget. To all other users, this toggle is read-only


Budget By

Determines whether the budget is set by period or by week.


Budget Year

Year to which the budget applies.



Name of the budget. Budgets need a unique and descriptive name so that users can easily select or view the correct budget when working in Accounting.


Import a list

Allows the user to import values from a spreadsheet file.
To export a budget to Excel, hover over the Action menu and select Budget Template / Excel Export. This produces a pop-up where the user selects the location to export. Once the template is complete, it can be imported using this Import button. Values from the imported template then populate the budget.


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 produce the same value.


Whole / Decimal

Elect to view the values in each cell as whole numbers (rounded) or with decimals (not rounded).


Net Sales

Expand to show (or collapse to hide) actual net sales from the previous two years. If data is only available for one year, only one row appears.


Budget Sum

Displays totals of all values entered for each period or week for the entire budget.



Displays budget amounts by period or by week for each account included in the budget.