Actuals | Farm Focus

Print a transaction list from your Completed Screen

Learn about the option to print your list of transactions from your completed screen in Farm Focus

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Updated over a week ago

Best Practice to manage Fonterra & Farmsource

Learn more about handling your Fonterra and Farmsource statements for both Invoice basis and Payments basis customers

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Create a manual Invoice

Learn here how to manually create a Money In or Money Out invoice

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Matching

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

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Edit a code in your Completed screen

Learn how to make changes to previously completed transactions

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The Actuals screen

Add notes to capture more information throughout Farm Focus

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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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View the underlying details in your invoices and transactions

Learn what the More Details option will tell you in your Needs Action

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Attaching Documents

Attach digital copies of bills or other documents (lease agreements) to invoices and bank transactions in your Farm 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 Farm Focus. (It is best practice to use Bank Feeds, if available).

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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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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 bulk delete transactions

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

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Coding Transactions - Tips & Tricks

See here some tips and tricks in Farm Focus to help make the process of coding transactions more efficient

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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

How to handle income invoices with the Invoice Scanner

Income invoices cannot be read by the invoice scanner. Here are a couple of ways to adjust the income and expense items to read correctly.

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How to customise your Tax Invoices

Learn here how to add a logo or personal message, and set your default GST within your Tax Invoices

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Bill Payments process in Farm Focus

Learn about all the features of your Bill Payments page

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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

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Sort columns in your invoice

Use Sorting to quickly and efficiently code your invoices

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How to import your PGG Wrightson, Ruralco or Ravensdown statement

Save time and import your monthly PGG Wrightson, RuralCo, Ravensdown or Farm Source transactions into Farm Focus.

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Updated yesterday

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.

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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

Email your Tax Invoices directly to your customers

Learn about the email function in Farm Focus to send your Tax Invoices directly to your customers

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Debtors Statement

Learn how to keep track of your debtors by viewing and creating a Debtors statement for each of your customers

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Tax Invoice Summary Report

Track your Aged Debtors with the Tax Invoice Summary Report

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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 Farm Focus, you can quickly restore it

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Print a copy of a tax invoice

Learn how to print a copy of a tax invoice.

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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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Rabobank balancing - "Not received"

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

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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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Updated over a week ago