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Actuals

Actuals

Manage your invoices, bank transactions, stock movement and GST

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18 articles in this collection
Written by Focus Team

Bulk code and delete

You can code or delete multiple bank transactions from the Needs Action screen
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Written by Focus Team
Updated this week
The Actuals screen

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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Written by Focus Team
Updated over a week ago

Attachments

Attach digital copies of bills and statements to invoices and bank transactions in your Cash Manager Focus farm business
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Written by Focus Team
Updated over a week ago

Tags in transactions and invoices

Learn how to record or edit tag allocations in your bank transactions and invoices
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Written by Focus Team
Updated over a week ago
Balancing

Balancing

Balancing is a quick and easy way to make sure your transactions reconcile and balance to your bank account
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Written by Focus Team
Updated over a week ago
Bank transactions

Import bank transactions

Download your transactions from your bank and import them directly into Cash Manager Focus
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Written by Focus Team
Updated over a week ago

Coding bank transactions

There are two ways to code your bank transactions and the method you choose depends on whether you record invoices (bills) or not.
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Written by Focus Team
Updated over a week ago

Journal transactions

Easily record journal transactions in the Actuals screen
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Written by Focus Team
Updated over a week ago

How to record a hire purchase

In Cash Manager Focus you can claim GST on an item before it’s fully paid, and balance all related transactions
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Written by Focus Team
Updated over a week ago
Invoices

How to code your Farmlands statement

Your Farmlands statement will arrive each month including detailed purchase information.
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Written by Focus Team
Updated over a week ago

How to import your Farm Source or PGG Wrightson statement

Save time and import your monthly Farm Source or PGG Wrightson transactions into your Cash Manager Focus farm business
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Written by Focus Team
Updated over a week ago
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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Written by Focus Team
Updated over a week ago

How to prepare a GST report

The GST report in Cash Manager Focus helps you to see how much GST you owe or are owed for a period and easily file it with IRD
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Written by Focus Team
Updated over a week ago

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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Written by Focus Team
Updated over a week ago
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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Written by Focus Team
Updated over a week ago

Delete a tax invoice

If a tax invoice has been generated and is incorrect, you can easily delete it
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Written by Focus Team
Updated over a week ago

Restore a tax invoice that has been deleted

If you have accidentally deleted a tax invoice in Cash Manger Focus, you can quickly restore it
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Written by Focus Team
Updated over a week ago

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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Written by Focus Team
Updated over a week ago