---
title: "Account Details Screen"
slug: "account-details-page"
description: "Update GL account budget amounts by period or location, set calculation method (amount or %), and apply percentage increases in bulk."
updated: 2025-10-29T22:25:34Z
published: 2025-10-29T22:25:34Z
canonical: "docs.restaurant365.com/account-details-page"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Details Screen

The Account Details screen contains details about the budget, including the selected GL Account amounts and/or percentages, once a budget has been entered.

From this screen, users can:

- Make updates by period/week for all Locations on the budget
- Mass update all periods/weeks for all Locations using the '[Set All to Same Amount](https://portal.us.document360.io/doc/docs/budgeting-completing-and-updating-budgets)' function
- Mass update all periods/weeks for all Locations using the '[Increase / Decrease % Update](https://portal.us.document360.io/doc/docs/budgeting-completing-and-updating-budgets)' function

---

## Security

**The following permissions are associated with Account Detail screen:**

- General Ledger
  - Budgets
    - View Budgets
    - Edit Budgets
    - Create Budgets
    - Delete Budgets

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Navigation

****1)** Navigate to the **desired Budget****

1. Open the **Accounting** application.
2. Expand the **General Ledger** folder.
3. Select **Budgets.**
4. Click the desired **budget**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W6AJ0SMO.png)

****2)** Select the desired **GL Account****

****Option A)** Right-click a **GL Account** line then select '**Details**'**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2025-10-21_13-08-27.gif)

****Option B)** Double-click in the '**Budget As**' or '**Period**' columns in the **GL Account** line**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GTBH9XUN.png)

---

## Account Detail Screen Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1PSRY3S9.png)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Budget As | Determines how the budget will be **calculated**, either by dollar amount or as a percentage of another record (Account, GL Type, or Operational Report Category). By default, all accounts will have the 'Budget As' set to 'Amount.' This setting is visible on the main budget screen in the 'Budget As' column. Learn more about the '[Budget As](https://portal.us.document360.io/doc/docs/budgeting-completing-and-updating-budgets)' setting. |
| **2** | Set All to Same / Update Amounts button | Clicking '**Update Amounts**' applies the value in the '**Set All to Same**' field to all locations on the Account Details screen. Learn more about '[Set All to Same](https://portal.us.document360.io/doc/docs/budgeting-completing-and-updating-budgets)'. |
| **3** | Increase % / Decrease % Update button | Clicking '**Update %**' applies the percentage increase/decrease in the '**%**' field to all locations on the Account Details screen. Learn more about ['Increase %' / 'Decrease %](https://portal.us.document360.io/doc/docs/budgeting-completing-and-updating-budgets)'. |
| **4** | Actuals Visibility toggle | Toggle the display of **Prior Year** **Actuals**. |
| **5** | Actuals Location selector | In conjunction with the 'Actuals Account' selector to the right, displays the **prior year actuals** for a specified account for a specified **location** on the budget. |
| **6** | Actuals Account selector | In conjunction with the 'Actuals Location' selector to the left, displays the **prior year actuals** for a specified **account** for a specified location on the budget. |
| **7** | Account Detail by Location | Displays the details for each period/week for each location on the budget. Learn more about [Completing and Updating Budgets](/doc/docs/budgeting-completing-and-updating-budgets). |
| **8** | Totals | Displays the **totals** for each period/week for all locations. |
| **9** | Save & Close / Cancel buttons | **Save** the changes made and close the Account Details screen, or **exit** account details without saving. |