Actuals | Cash Manager Focus

The Actuals screen

Capturing all your invoices, bank transactions and livestock events in one place makes it easy to complete GST or revise your working plan

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Attachments

Attach digital copies of bills and statements to invoices and bank transactions in your Cash Manager Focus farm business

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Tags in transactions and invoices

Learn how to record or edit tag allocations in your bank transactions and invoices

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Sorting the Actuals screens

You can personalise your Actuals screens to suit you, by sorting the transactions by column headings

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Bank transactions

Import bank transactions

Download your transactions from your bank and import them directly into Cash Manager Focus

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Run transaction coding rules from Needs Action

Running your rules from Needs Action allows you to quickly review them before they are coded

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Code your bank transactions

Before the transaction can be moved into the Completed page, you will need to allocate a category and extended code

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Bulk code and delete

You can code or delete multiple bank transactions from the Needs Action screen

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Create a manual bank transaction

You can manually enter bank transactions into your Needs Action screen

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How to match a bank transaction to an invoice

Invoices and statements can be coded ahead of time. When the bank transaction arrives you will match the transaction to the coded invoice.

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Invoices and bills

Sort columns in your invoice

Use Sorting to quickly and efficiently code your invoices

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How to import your Farm Source or PGG Wrightson or Ruralco statement

Save time and import your monthly Farm Source or PGG Wrightson transactions into your Cash Manager Focus farm business

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Merge multiple invoice lines or select lines to bulk code

You can simplify your invoice by merging lines together or you can apply the same code to multiple invoice lines

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Working with your Farmlands statement

Your Farmlands statement will arrive each month including detailed purchase information.

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GST

Split GST on farmhouse expenses

The GST portion can be automatically split between Business and Personal by creating an invoice or transaction coding rule

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How to claim GST on deferred payments

If you have deferred payment on expenses, check with your accountant whether you can claim the GST on the items before they're paid

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Invoice basis transactions

If your GST structure is invoice basis, you will need to create an invoice to identify the correct GST period

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Tax Invoices

Create a tax invoice

You can easily create tax invoices to bill for services and goods supplied by your farm business

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Delete a tax invoice

If a tax invoice has been generated and is incorrect, you can easily delete it

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Restore a tax invoice that has been deleted

If you have accidentally deleted a tax invoice or trader statement in Cash Manager Focus, you can quickly restore it

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Print a copy of a tax invoice

If you need to supply a copy of a tax invoice, it needs to clearly state that it's a copy.

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Balancing

Balancing is a quick and easy way to make sure your transactions reconcile and balance to your bank account

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How to balance a manual bank account

How to make sure your manual bank account reconciles with the balance at the bank

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