Budget v Actuals for Multi-Entity Organizations
If your organization uses multiple subsidiaries in Rillet, uploading budget data for Budget vs Actuals reporting works slightly differently than in single-entity setups. Instead of uploading a unified budget at the organization level, each subsidiary must upload its own budget file.
This article explains how to upload budget data at the subsidiary level in a multi-entity environment.
To Upload Budgets at the Subsidiary Level:
In a multi-entity organization, budgets must be uploaded per subsidiary, since Budget vs Actuals reporting is handled independently for each entity.
Click your company logo in the lower-left corner of the screen.
Select the organizational entity from the dropdown menu.
Click Organization Settings.
In the left-hand menu, go to the Subsidiaries section and click the arrow to expand the relevant subsidiary.
Within the selected subsidiary, click Reporting in the left-hand menu.
(Optional): Click Download template to get a sample Excel file.
Fill out the template with your budget data. Each row must include:
Account: Budget account code (e.g., "A0001").
Vendor: Name of the vendor.
Field Department: Department responsible in the field (currently optional and can be left blank).
Monthly Amounts: One column per month of the fiscal year (e.g., Jan 2025, Feb 2025, … Dec 2025) with the planned budget for that month.
Note: Revenue amounts should be entered as negative values, so they are correctly reflected as income when calculating net totals.
Field {field_name}: Custom or additional field (optional; the placeholder name will be replaced by the actual custom field name).
Note: Custom fields will appear in the template only if they have been configured in Settings > Custom Fields. The actual field names you define will replace `{field_name}` in the template.
Return to the Budget Upload and click Upload File.
Use Drag & Drop or Select file to choose your .csv file.
Once selected, click Upload to complete the process.
About Custom Fields
You can define custom budget fields (e.g., Category, Phase, Cost Type) in your system settings. These fields will appear as optional columns in the budget upload template and can be used for grouping or filtering in reports.
Once uploaded, the budget data becomes immediately available in the Budget vs Actuals report, where it is grouped and filtered using the fields you included.
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