Importing your monthly supplier statement has the added benefit of listing each item separately with additional  purchase information loaded into the Description field.   

All you need to do is allocate a category and extended code to each line.

TIP: so that your coding is accurate and consistent, try creating some time-saving invoice coding rules.

Import your statement into Farm Focus

NOTE: Before you can import the file, you need to download it from your supplier's website first.

  1. Go to the Actuals screen in your farm business.

  2. Click on the upload arrow in the top right corner of the screen. Select Supplier Invoice.

3.  Select your provider. Your options are: Farm Source, PGG Wrightson, Ravensdown or Ruralco

4. Select Browse to locate the file on your device.

5. Select Import.

You will find your invoice in the Needs Action screen, ready to code.

Tip: If your "Other Party" is an exact match to the to an existing Contact in Farm Focus, these details will be used for making batch payments.

Tips and Tricks

Users can manipulate other supplier invoices into a format (CSV file) that is supported by Farm Focus import function. This can be useful if you have suppliers you buy various product from and have multiple lines to code. This is for experienced Excel/Word users and is not best practice.

To construct a CSV file so it can be inputed into Farm Focus:

  1. Download PDF invoice from your supplier.

  2. Open file using Word.

  3. Open historical CSV file (eg: PGG Wrightson file) in excel.

  4. Copy transaction lines from Word file and paste into the PGG Wrightson CSV excel file (beneath the previous transactions... leave original transactions there until you have checked everything).

  5. Make all the columns correspond. (i.e. copy and paste to get the amount and description into the right column).

  6. Make sure there are no merged cells.

  7. Delete all non-transaction lines (e.g. summaries, invoice totals etc) and the original PGG Wrightson lines but leave the column headings.

  8. Save as a CSV file.

  9. Go into Focus, download file as a PGG Wrightson file.

  10. Make sure the statement date is correct and change the Other Party name.

  11. Upload and code as normal.

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