Group 65
Go to Cash Manager
All Collections
Troubleshooting & FAQ
Troubleshooting & FAQ
We answer questions about everything, nothing is too big or too small
24 articles in this collection
Written by
Focus Team
How do I request new features?
Learn all about how to send us your feedback and requests for new features
Written by
Focus Team
Updated this week
Match an invoice to an already coded transaction
Learn how to match an already coded transaction to an invoice.
Written by
Focus Team
Updated over a week ago
New to Cash Manager Focus?
If you're new to Cash Manager Focus, have a look at these helpful FAQs
Written by
Focus Team
Updated over a week ago
GST
How to change your GST information
Do you need to change your GST number, frequency or invoice/payments basis? Learn how to here.
Written by
Focus Team
Updated over a week ago
How to create reversal transaction for duplicate or unpresented transaction
If your GST final includes an accidental double up of transactions, or when transactions have not yet happened at the bank.
Written by
Focus Team
Updated over a week ago
How to Reset or Amend a GST report
If you have finalised your GST return and need to make some changes, see how to do this in Cash Manager Focus.
Written by
Focus Team
Updated over a week ago
Warnings in your GST report
Written by
Focus Team
Updated over a week ago
What is GST basis?
The GST basis determines how you claim and return GST in your business.
Written by
Focus Team
Updated over a week ago
How to create a reversal bank transaction for incorrect coding
If a transaction has been incorrectly finalised in a GST return, any changes will need to be done by creating a reversal transaction
Written by
Focus Team
Updated over a week ago
Correct the coding on a transaction in a finalised GST return
Coded transactions can be corrected at any time, even if they're locked into finalised GST returns.
Written by
Focus Team
Updated over a week ago
Actuals
How to create a Credit Note
Learn how to create a credit note if you need to reduce the amount of an invoice, or need to apply a refund.
Written by
Focus Team
Updated over a week ago
How to manage over-paid or under-paid invoices
This topic walks you through how to match an under or over-paid invoice to the bank transaction
Written by
Focus Team
Updated over a week ago
Manually balance a Rabobank All In One account
You can manually correct your daily bank account balance
Written by
Focus Team
Updated over a week ago
Matching where the Invoice total differs from the bank transaction total
This is common with Fonterra milk supply payments and invoices that have been deferred to a later date.
Written by
Focus Team
Updated over a week ago
Why is the bank balance in my farm business unbalanced?
Regular checks ensure farm bank accounts are balanced, GST returns are correct and your working plan is up to date
Written by
Focus Team
Updated over a week ago
What are bank transaction coding rules?
Coding rules are a time-saving way to code your transactions and invoices, while ensuring they are consistently and accurately coded.
Written by
Focus Team
Updated this week
How do I enter journal transactions?
Easily record journal transactions in the Actuals screen
Written by
Focus Team
Updated over a week ago
How should I record a hire purchase or Stock Finance contract?
In Cash Manager Focus you can claim GST on an item before it’s fully paid, and balance all related transactions
Written by
Focus Team
Updated over a week ago
Planning
How do I put actuals into my working plan?
Everything you need to know about actual transactions in your working plan
Written by
Focus Team
Updated over a week ago
Manage the settings in your plans
Bank accounts, livestock details and plan names can all be managed from the settings menu in your Draft, Working and Baseline plans
Written by
Focus Team
Updated over a week ago
Settings
Print a list of your Farm Codes
To help familiarise yourself with your Focus farm codes, you can download a printable copy to have on hand while coding
Written by
Focus Team
Updated over a week ago
Edit or delete a bank transaction coding rule
You can edit rule criteria, actions, or review options at any time
Written by
Focus Team
Updated this week
Farm Codes
Your farm codes are the backbone of your farm business
Written by
Focus Team
Updated over a week ago
Cashmanager RURAL
Cashmanager RURAL helpcentre
Browse helpful topics, tips and tricks for Cashmanager RURAL
Written by
Focus Team
Updated over a week ago