Settings | Cash Manager Focus

Keyboard Shortcuts

Use keyboard shortcuts to navigate your way around the planning screen

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Code List

Add a new farm code

Learn how to build your code list to suit your farming business

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Deactivate or reactivate a farm code

You can customise your code list at any time to suit your farm business

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Delete a farm code

Customise your code list to suit your farm business

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Edit an existing farm code

In Cash Manager Focus you can edit an existing farm code to suit your Farming business

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KPI reporting groups

KPI reporting groups essentially drive how information in your farm business is displayed in the EFS report

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Livestock codes

When you add a new livestock or dairy code there are additional pieces of information that you need to include

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Coding rules and code split rules

Code split rules

You can create a code split rule to automatically split a transaction line between GST types each time a code is used

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How to create an invoice coding rule

Creating a coding rule is quick and easy and will reduce the amount of time you spend coding invoices

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Edit or delete a code split rule

You can change the claimable GST portion, edit line descriptions and add Tags to your existing code split rules

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Create a transaction coding rule from the settings screen

Creating coding rules will reduce the amount of time you spend coding transactions

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Overview of cost tags

Tags help you to track and report on different expense areas in your farm business

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Overview of Management Tags

Management Tags help you analyse a specific area of your business, while also being able to track and report on your whole farm business

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Purchase Management Tags

How to purchase new and additional Management Tags to further analyse your farm business

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Set up your Management Tags

Set up your Management Tags to start analysing the different areas of your farm business

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Contacts

Create a new contact

A contact in Cash Manager Focus is a person or company that you deal with in your farm business

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Edit an existing contact

You can easily update the information in Cash Manager Focus if a contact's details change

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Delete an existing contact

If you have never used a contact in your Cash Manager Focus farm business you can delete it from the Contact list

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Deactivate or reactivate a contact

You can deactivate or reactivate a contact in your farm business at any time

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User access

How to add a user

Grant farm business access to your team

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How to edit or remove a user's access

Edit a user's access to your farm business at any time

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User access levels

An overview of each of the three access levels for Cash Manager Focus

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Bank accounts

Set up a bank account

How to record your farm working accounts

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Security, login and password

CRS Software takes your data security very seriously, which is why we have built some robust features to protect your information

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Time out due to inactivity

As an added security measure for your farm business, we’ve introduced a new ‘time out’ feature

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How to change your password

Once you have activated your user account, you can change your password at any time.

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Forgot your password?

If you can’t remember your password when logging into Cash Manager Focus, you can reset it in the login page.

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