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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Best Practice to manage Farmsource & Fonterra statements

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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Quick 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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Attachments

Attach digital copies of bills and statements 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

BNZ Bank Transactions - Manual Imports

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

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Import bank transactions

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

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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 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 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

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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

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

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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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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