Keyboard shortcuts
Navigate your plan screen with these keyboard shortcuts.
Within the planning Grid
Click into a cell or enter an amount to access some handy planning features.
NOTE: The Copy, Spread and Clear tools are only available when you are viewing the plan as cash view.
What is the difference between Cash and Accrual view?
When viewing your plan in Cash view, the items will appear based on the payment date.
Accrual view will show you items based on the invoice/event date.
View planned items
View the details of planned items entered against the selected code. Edit the planned items or add more information.
Add planned items
Opens a worksheet for you to enter more detailed planned items.
Description, Tags, Quantity, bank account and Unit price.
Spread planned amounts
Enter an amount against an expense code, Click spread to split the amount and spread it across your plan.
You can choose:
How many months to spread the amount over.
Add to, or override existing planned items.
NOTE: Not suitable for livestock transactions and milk production where Quantities are required.
NOTE: The Spread item will not be available if there is more than one planned item within this cell or if the planned item includes Quantities.
Copy planned amounts
Enter a value you expect to repeat. Click copy to add the same value into selected months.
You can choose:
Copy the planned item every month or up to 6 monthly.
Set when the Copy feature stops. Between 1 and 11 months for the current plan.
Add to, or override existing planned items.
NOTE: Not suitable for livestock transactions and milk production where Quantities are required.
NOTE: The Copy item will not be available if there is more than one planned item within this cell or if the planned item includes Quantities.
Clear Planned Items
If required, you can clear all items right of the cell you have selected. Only items with this code will be cleared.
Other Plan options
Print:
Download a PDF copy of your plan as it appears on screen.Compare:
View last years actuals, a plan, or your working plan on line 2. Great for reference as you enter planned items.Filter:
Filter your plan to view tagged items or untagged items.View:
Choose whether your plan is showing in Cash or Accrual view.
Options to see Livestock totals (Quantities, Stock units or Monthly balances) and Revision columns (Stock on hand, Remaining budget)
Settings cog
Use the settings cog within a plan to enter or adjust:
Opening bank account balance.
NOTE: For Working plans, please check your opening balance in the Focus settings screen.Livestock opening numbers.
Overdraft limits and overdraft rates.
Opening GST for the first month.
Focus will calculate the remaining GST based on the planned items entered.
You can find more information about your plan settings here: Manage the settings in your plan
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