When you purchase a full or additional database, or if you migrate from Cashmanager RURAL, your subscription includes a free management tag.
To set up Management Tags:
In the settings screen: Select Tags.
Click Set up Management Tag.
Enter a name for your Tag.
Add a short name.
This will be visible when you add a tag to a transaction or planned item.
Add a description for more information.
Choose a colour.
This will help to easily identify your Tag when tagging transactions and planned items.
What happens now:
You will now have the ability to add a tag to actual transactions and planned items.
TIP: You can edit your tag preferences in the Settings - Tags screen
by clicking directly on the tag you have created.
If you have Switched from Cashmanager RURAL:
Your Enterprises will be transferred across to Farm Focus as Cost Tags. You can Upgrade these to become Management Tags should they generate a separate income stream to the main business.
Go to Set up Management tag and select to Upgrade and existing Cost tag.
Select from the dropdown menu the Tag you wish to upgrade.
Click Save to confirm the changes.
Likewise, you can Downgrade your Management tags to Cost Tags if you only want to track expenditure.
Select the menu dots to the right of the Tag in Settings and click on Downgrade.
You will then be prompted to choose if you want to cancel your Management Tag subscription, or utilise it for another enterprise.