Actuals | Farm Focus

Best Practice to manage Farmsource & Fonterra statements

Learn more about handling your Fonterra and Farmsource statements

Written by Support Team
Updated over a week ago

Quick Matching

Learn how to make your matching process more efficient in Farm Focus

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Updated over a week ago

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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Updated over a week ago

Attachments

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

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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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Updated over a week ago

Sorting the Actuals screens

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

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Updated over a week ago

Bank transactions

BNZ Bank Transactions - Manual Imports

Learn here the best way to import your bank transactions if you are a BNZ customer

Written by Support Team
Updated over a week ago

Import bank transactions

Download your transactions from your bank and import them directly into Farm Focus

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Updated over a week ago

Run transaction coding rules from the Needs Action screen

Running your rules as part of a group allows you to quickly review them before they are coded

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Updated over a week ago

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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Updated over a week ago

Bulk code and delete

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

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Updated over a week ago

Create a manual bank transaction

You can manually enter bank transactions into your Needs Action screen

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Updated over a week ago

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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Updated over a week ago

Invoices and bills

How to customise your Invoices

Learn here how to add a logo or personal message within your Tax Invoices

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Updated over a week ago

Bill Payments process in Farm Focus

Learn about all the features of your Bill Payments page

Written by Support Team
Updated this week

How to Copy or Repeat a recurring invoice

Check out here the functions available within the invoice section and how to set up recurring invoices

Written by Support Team
Updated over a week ago

Sort columns in your invoice

Use Sorting to quickly and efficiently code your invoices

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Updated over a week ago

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 Farm Focus farm business

Written by Support Team
Updated over a week ago

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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Updated over a week ago

Working with your Farmlands statement

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

Written by Support 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

Written by Support 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

Written by Support Team
Updated over a week ago

Invoice basis transactions

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

Written by Support Team
Updated over a week ago

Tax Invoices

Tax Invoice Summary Report

Track your Aged Debtors with the Tax Invoice Summary Report

Written by Support Team
Updated over a week ago

Create a tax invoice

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

Written by Support 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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Updated over a week ago

Restore a tax invoice that has been deleted

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

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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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Updated over a week ago

Balancing

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

Written by Support Team
Updated over a week ago

Rabobank balancing - "Not received"

Getting a "Not Received" message in your Balancing screen? Learn here how to fix this issue.

Written by Support Team
Updated over a week ago

How to balance a manual bank account

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

Written by Support Team
Updated over a week ago