Group 65
Go to Cash Manager
All Collections
Settings
Settings
Manage your farm business settings and profile
27 articles in this collection
Written by
Focus Team
Keyboard Shortcuts
Use keyboard shortcuts to navigate your way around the planning screen
Written by
Focus Team
Updated over a week ago
Code List
Add a new farm code
Learn how to build your code list to suit your farming business
Written by
Focus Team
Updated over a week ago
Deactivate or reactivate a farm code
You can customise your code list at any time to suit your farm business
Written by
Focus Team
Updated over a week ago
Delete a farm code
Customise your code list to suit your farm business
Written by
Focus Team
Updated over a week ago
Edit an existing farm code
In Cash Manager Focus you can edit an existing farm code to suit your Farming business
Written by
Focus Team
Updated over a week ago
KPI reporting groups
KPI reporting groups essentially drive how information in your farm business is displayed in the EFS report
Written by
Focus Team
Updated over a week ago
Livestock codes
When you add a new livestock or dairy code there are additional pieces of information that you need to include
Written by
Focus Team
Updated over a week ago
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
Written by
Focus Team
Updated over a week ago
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
Written by
Focus Team
Updated over a week ago
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
Written by
Focus Team
Updated over a week ago
Create a transaction coding rule
Creating coding rules will reduce the amount of time you spend coding transactions
Written by
Focus Team
Updated over a week ago
Tags
Overview of cost tags
Tags help you to track and report on different expense areas in your farm business
Written by
Focus Team
Updated over a week ago
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
Written by
Focus Team
Updated over a week ago
Purchase additional Management Tags
Additional management tags can help you to further analyse your farm business
Written by
Focus Team
Updated over a week ago
Set up your Management Tags
Set up your Management Tags to start analysing the different areas of your farm business
Written by
Focus Team
Updated over a week ago
Contacts
Edit an existing contact
You can easily update the information in Cash Manager Focus if a contact's details change
Written by
Focus Team
Updated over a week ago
Create a new contact
A contact in Cash Manager Focus is a person or company that you deal with in your farm business
Written by
Focus Team
Updated over a week ago
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
Written by
Focus Team
Updated over a week ago
Deactivate or reactivate a contact
You can deactivate or reactivate a contact in your farm business at any time
Written by
Focus Team
Updated over a week ago
User access
How to add a user
Grant farm business access to your team
Written by
Focus Team
Updated over a week ago
How to edit or remove a user's access
Edit a user's access to your farm business at any time
Written by
Focus Team
Updated over a week ago
User access levels
An overview of each of the three access levels for Cash Manager Focus
Written by
Focus Team
Updated over a week ago
Bank accounts
Set up a bank account
How to record your farm working accounts
Written by
Focus Team
Updated over a week ago
Security, login and password
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
Written by
Focus Team
Updated over a week ago
Time out due to inactivity
As an added security measure for your farm business, we’ve introduced a new ‘time out’ feature
Written by
Focus Team
Updated over a week ago
How to change your password
Once you have activated your user account, you can change your password at any time.
Written by
Focus Team
Updated over a week ago
Forgot your password?
If you can’t remember your password when logging into Cash Manager Focus, you can reset it in the login page.
Written by
Focus Team
Updated over a week ago