Troubleshooting & FAQ | Cash Manager Focus

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