Create a manual bank transaction

You can manually enter bank transactions into your Needs Action screen.

Updated over a week ago

How to create a manual bank transaction

Your bank transactions in Farm Focus should be a mirror of what happens at the bank. Be cautious about creating manual bank transactions if you are using bank feeds.

In the Actuals - Needs Action screen:

  1. Select + Record, next to the Bank transactions heading

  2. Click Money in for deposits

  3. Click Money out for withdrawals

Bank transaction details

After selecting money in or money out a new bank transaction form will appear. You will need to enter the following information:

  1. Bank transaction date

  2. The bank account that the transaction relates to

  3. The total amount of the deposit or withdrawal.

You also have the option of including the Other party, Reference, Particulars, and Code.

You can now code or match the bank transaction to Complete is, or click Save to save the bank transaction to the Needs Action screen.

NOTE: Other Party, Reference, and Particulars fields are optional, but highly recommended. If you have Coding Rules set up you will need at least the Other Party information included to be able to apply the rule.

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