We currently have a direct feed with Farmsource which you can activate in the Connectors section of your Settings. There is also the option to import this as a CSV file via the upload/download icon in the top right hand corner of your Needs Action screen:

If you have these feeds set up, your Farmsource will appear as an invoice in the Needs Action screen with the item lines ready to be coded. If you do not have these set up you will need to create a manually record a Money Out Invoice to account for the FarmSource expenses.

As yet Farm Focus does not have a direct integration with Fonterra but this is currently in the planning stage.

When you get your payment from Fonterra on the 15th of the month, this payment will have your total milk production payment minus your Farmsource monthly statement.

To be able to match the invoice with the transaction, follow these steps below:

  1. Create a Money in Invoice for the Fonterra income. Include the quantity of milk solids produced for the month as per your Fonterra statement (only for This Season milk production)

    If you have retro payments included, do not enter the milk solids for this as it will distort your total production figures.

  2. Code your Farmsource statement in full. If any items have been purchased in-store and are included on the Farmsource statement you will need to delete these item lines from your invoice, and overtype the total amount to the correct value being charged.

  3. Once the bank transaction direct credit has been actioned on the 15th, you can click into the Bank Transaction and match to both the FarmSource and the Fonterra invoices.


    Use the Quick Matching function by selecting the "equals" icon in the top right corner of your Needs Action Screen.

    Once inside the Quick Matching screen, check the boxes for the invoices for Farmsource and Fonterra, and select the transaction box for Fonterra, then click the Match button.

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