How to edit the settings in a plan

  1. Click the Settings cog within a plan

  2. Select the setting to make changes

Plan settingsĀ 

  • Change the name of the plan

  • Edit or add a plan description for reference

  • Edit or enter the first months GST refund or payment. If blank, Focus will calculate an estimate

  • Change the financial year for the plan

Bank accounts

  • Update the expected opening bank balance for your plan

  • Edit or enter the overdraft limitĀ 

  • Edit the overdraft rate to automatically update planned overdraft interest for each bank account


  • Update the livestock opening numbers for the selected plan


  • Choose to view livestock totals by Quantity or by Stock unit

Click here to find out more about planning

Did this answer your question?