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

Livestock

  • Update the livestock opening numbers for the selected plan

View

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

Click here to find out more about planning

Did this answer your question?