Once you have downloaded the transaction list from your bank's website, you can import the file into your farm business.
TIP: the file format needs to be either a csv or qif. Ask your bank if you need help with downloading your transaction list file.
Go to the In the Actuals screen.
Click on the upload arrow at the top right of the screen and select Bank Transaction file.
Select the correct Bank account from the dropdown menu.
Import your bank transaction:
a. Select from the dropdown list the bank account you are importing the transaction for.
b. Click to Browse your folders. The file you have exported from your online banking will be located in your Downloads folder with the account number, time and date in the heading,
c. Click to Import the file
Your bank transactions will now be listed in order of payment date in your Needs Action Screen.
TIP: It is best practice to use bank feeds. Currently, BNZ, ANZ, ASB, Rabobank and Westpac customers with Farm Focus can sign-up for the complimentary bank feeds service. (Rabobank is currently the only bank feed available for Australian farmers).
Select the CSV for Kiwibank, Heartland bank and Commonwealth Bank.
What happens next?
The transactions will remain in the Needs Action screen until they have been
coded, or matched to an invoice.
Create coding rules to save time and ensure that transactions are consistently and accurately coded every time.