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Where to go in Farm Focus, to do the things you did in Cashmanager RURAL

Where to go in Farm Focus, to do the things you did in Cashmanager RURAL

Now that you have switched, we want to help you to get comfortable with Farm Focus.
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Written by Support Team. Updated over a week ago

Now that you have switched, we want to help you to get comfortable with Farm Focus. Watch the video and read below

Farm Focus is very different to Cashmanager RURAL, it delivers similar outcomes, though the look of the system has changed. This means there are may be different ways of achieving your outcomes. There are some key language and feature differences regarding the workflow that we would like to show you.

 

This topic will highlight some of the key areas of Farm Focus that we would like you to become familiar with. 

The Dashboard

This is the landing page of Farm Focus which gives you a current snapshot of your farm business

Some of the options you will find on this screen will be present on every screen as you move around Farm Focus.

  1. Question mark: Visit our Help Centre for support.

  2. Notifications bell: Notifies you of upcoming important tasks.

  3. Your profile icon: You can update your billing details here.

  4. Logout function

  5. Chat bubble: Search for help articles or chat with our specialist support team.

The Settings screen

Where you can manage your farm business settings and more

  • Users
     Invite anyone that you would like to have access to your farm business. Access levels in Farm Focus are different. Users with limited access in Cashmanager RURAL will not be switched.

    Please check your user's access levels in RURAL and invite them to Farm Focus if you need to.

  • Farm Codes
    Your Farm codes are customisable to you and your business.
    Farm Focus has more KPI reporting groups

    If you use the EFS report, we recommend you check your farm code list to make sure the KPI groups are correct for your farm codes.

    Livestock Codes

  • If you had livestock in RURAL that was set to age to the same stock class this will need to be reviewed. Please click into the stock code to adjust the ageing settings.

  • Bank Accounts
    Add any additional bank accounts you may want to track in your farm business and setup Rabobank bank feeds if applicable.

    We recommend you check your bank account opening balances.

  • Tags
    You can setup management tags (you'll know them as Enterprises in RURAL) and cost tags to further analyse your farm business.

  • Connectors

    If Australian based, Invoice Scanner is the only connector available.

The Actuals screen

In Cashmanager RURAL, this was called Transactions

The Actuals screen is made up of 7 key areas:

Needs Action
Invoices are situated on the left, bank transactions on the right.

  • Code invoices on the left and match to the relevant transactions on the right

  • Code any remaining bank transactions (that do not have invoices)

  • Click on the column headings to sort the on-screen view of your transactions

  • Use bulk code features and automated coding rules to save time in the office

Completed
Coded transactions will move into this screen, ready to be included in GST returns and in your plan (budget). The transactions list can be sorted by clicking the column headings.

Stock Activity
Any livestock events - both financial and non financial - will be listed here. Select +Non Financial Event to enter your actual births and deaths. Your stock reconciliation will be automatically updated.

Balancing
No more reconciling!
If you have an automated Rabobank bank feed, your bank balance will be entered for you. If your account is unbalanced, you will be pinpointed to the day your account became unbalanced. This may be due to there being an un-coded transaction sitting in Needs Action.

The Plan Screen

In RURAL this was called Cashflow
You can create plans (budgets), revise and manage your livestock.

There are 3 main areas of the plan screen

Working plans
Your working plan (revised budget) for the current financial year will display actual transactions up to revision date and planned transactions for the remainder of the year.  
Your livestock can also be found here.
TIP: Click the settings cog to adjust your livestock opening balances.

Baseline plans
A baseline plan is a read-only copy of your working plan that you can refer back to as the financial year progresses.  You can create as many versions of the baseline plan as you like.

Draft Plans
When your current and future budgets arrive in Farm Focus after switching, they will sit here.
You can turn a draft plan into a working plan at any time.

TIP: Planning tools and features
This topic will help to make creating and editing plans quicker and easier.

The Reports screen

In Farm Focus, your farm reports can be found in one place

Financial reports
Here you can find the EFS report, Cashflow Detail, Variance report and more.

Livestock reports
The livestock summary is a PDF copy of your livestock rec. You can access your livestock reconciliation by selecting the Livestock tab in your working plan.

GST Worksheets
Like RURAL, Your coding will automatically feed into your GST worksheet.

GST Worksheet

Find out more

Use the chat bubble to search for Help Centre topics or to chat with our specialist support team.

Key differences with Australian farmers

#Migration #Switch

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