There are 3 easy steps to Switch:
- Prepare your farm business
- Switch your farm business
- Review setup
Before you start, make sure that
- You are the Registrar (Subscription Owner) of the farm business
- You have registered a user account in Focus.
1. Prepare your Cashmanager RURAL farm business to make the switch
On the day you switch - you will need to complete the following tasks in your RURAL farm business.
- Make sure the current financial year has been created
- Code any waiting transaction feeds (Bank or Farmlands)
- Reconcile all transactions
- Run a spring clean on the day
- (Optional) Copy budgets from earlier years into the current or future financial years
After you complete these tasks, make sure to log out of Cashmanager RURAL.
2. Switch your Farm Business
Once you have logged into Focus select the Migrate farm option.
NB: If you have both Full and Limited RURAL subscriptions, you need to switch the Full farm business first. Then you can switch the Limited business.
During the switching process you will:
- Enter your Cashmanager RURAL login details and select the farm business you want to switch.
- Confirm your payment method as either credit card or direct debit. Your credit card or bank account will be charged when the existing RURAL subscription renewal date occurs.
- Select the information that you want to migrate into Farm Focus. This includes:
Transactions
Plans (budgets)
Opening livestock numbers - Click Start Migration.
3. Switch is successful - review setup
Once your data has successfully switched, Farm Focus will walk you through reviewing the setup of your farm business.
Now that you are using Focus, here are some helpful topics to help you navigate your way around.