Cash Manager Focus has 5 key screens that can be accessed from the navigation bar on the left side of your Focus farm business
The landing page of Focus, giving you a snapshot of your farm business. The following options will be present on every Focus screen.
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Notifies you of upcoming important tasks
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Update your password, contact, billing and default farm details
links to the Focus help centre and to our contact information
Create plans (budgets), Save a copy of your cashflow as a PDF, revise your plan and manage your livestock rec.
Your working plan (revised budget) for the current financial year will display actual coded transactions up to date and planned transactions for the remainder of the year, your livestock Rec and the dairy forecaster can also be found here.
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.
Create draft plans from actual transactions or start from scratch for new opportunities and scenarios. You can turn a Draft plan into a working plan at any time.
Capturing all your invoices, bank transactions and livestock events in one place. The Actuals screen is made up of 5 areas:
Automated bank, payroll and trader feeds will arrive here ready to code. Invoices and trader statements on the left, bank transactions on the right.
Coded transactions will move into this screen. Completed transactions will be included in GST returns, reports and in your working plan (revised budget).
All actual livestock transactions will be listed here. Add non financial events like births and deaths.
A quick and easy way to make sure your transactions reconcile and balance to your bank account.
All of the tax invoices that you have created will be displayed on this screen
Farm focused reporting tailored to your business.
Trends, Economic farm surplus, Cashflow Detail, Variance and more.
The livestock summary is a PDF copy of your livestock rec.
Your coding will automatically feed into your GST return
Manage your farm business settings and more
Your trading name, entity type and address details
Invite others to access to your Cash Manager Focus farm business.
Your GST number, GST basis, frequency and financial year-end details
Manage your farm code list. Create and manage automated coding rules or code split rules. Map general ledger codes
Manage your opening and closing livestock values and weights. This information contributes to the EFS Report
Set up and manage bank accounts and bank feeds
You can setup management tags and cost tags to further analyse your farm business.
Set up automated feeds for Farmlands, Farm Source and PaySauce
Add and update your contact list for quick entry into invoices and other party fields
Browse through our help centre articles for more detailed information about the features and abilities of Cash Manager Focus