Settings | Cash Manager Focus

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 from the settings screen

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

Written by Focus Team
Updated over a week ago

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 this week

Purchase additional Management Tags

Additional management tags can help you to further analyse your farm business

Written by Focus Team
Updated this week

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 this week

Contacts

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

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

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

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