Before you migrate
There are some key differences between Cashmanager RURAL and Cash Manager Focus.
To ensure the best migration experience for you, you will need to complete the following tasks in Rural before you can migrate.
In Cash Manager RURAL.
Code all transactions including any waiting feeds (Bank or Farmlands)
Existing bank or trader feeds will be active in Focus once migrated. Transactions that are waiting to be coded won’t be migrated and could result in missing transactions.
Reconciliation is up to date and accurate
Reconciliation balances will determine your bank balance in focus. If your reconciliation is not up to date your balance in Focus may be affected.
Your GST number is entered into your Farm business setup
Focus requires a GST number to confirm you are GST registered. This step will ensure your GST information is carried over into Focus.
TIP: You can check this by selecting Setup-Business then click the GST tab
Copy your budgets into the current financial year (optional)
Any budgets that you would like to migrate will need to be for the current or previous financial year. Any earlier budgets will not be migrated. If you have any earlier budgets we recommend you copy the budget into your current financial year.
Run a spring clean on the day of Migration
The spring clean process is health check of your farm business. Errors will need to be resolved before migrating.
Close Cash Manager Rural
The migration process wont be able to process while Rural is open and running on your computer.
Set up your Focus login
Open your internet browser (We recommend Chrome or Safari) and go to the Cash Manager Focus login page www.farmfocus.nz
Create a Focus login:
Click New here? Sign up now. Then follow the prompts.
Already signed up to Focus?:
Enter your email address and password then click Log in. If you have forgotten your password click Forgot Password? Then follow the prompts.
Once logged into Focus - Click Migrate a farm
You will be asked to login to Cashmanager Rural. This is to give Focus access to your Rural data.
NOTE: Please make sure you are entering your Rural login, not your new Focus login.
You will move through a series of screens, prompting you to choose the farming business you are wanting to migrate.
Your existing Cashmanager RURAL online subscription will be transferred to Cash Manager Focus when you migrate.
Select information for your farm business
You will be prompted to select the information that you would like to Migrate into Focus. This will include: Transactions, budgets (plans) and livestock numbers.
Migration in progress
When you have completed the above steps, click Start Migration.
The Migration process can take from 10 minutes up to 24 hours. You can refresh your page to check for progress.
Your data has successfully migrated. You will now review the setup of your farm business.
Trading name, address, Effective farm area.
Review and add users to access your Focus farm business.
Review your GST information and your financial year end.
Review your default bank account or add a new bank account. Active bank feeds will be carried over.
Setup your Management tags (known as enterprises in Rural) or add cost tags.
Setup direct feeds with Farmlands, PaySauce and Farm Source. Active Farmlands feeds will be carried over.
You can now start working in Focus. We have created an article to help you to navigate your way around Focus. We have highlighted some of the language changes, key areas we recommend you check and where to go in Focus to do the things you did in Rural. Click the button below to view the article.