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Actuals
Actuals
Manage your invoices, bank transactions, stock movement and GST
39 articles in this collection
Written by
Support Team
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
Written by
Support Team
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
Written by
Support Team
Updated over a week ago
Create a manual Invoice
Learn here how to manually create a Money In or Money Out invoice
Written by
Support Team
Updated over a week ago
Matching
Learn how to make your matching process more efficient in Farm Focus
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Support Team
Updated over a week ago
Edit a code in your Completed screen
Learn how to make changes to previously completed transactions
Written by
Support Team
Updated over a week ago
The Actuals screen
Add notes to capture more information throughout Farm Focus
Written by
Support Team
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
Written by
Support Team
Updated over a week ago
View the underlying details in your invoices and transactions
Learn what the More Details option will tell you in your Needs Action
Written by
Support Team
Updated over a week ago
Attaching Documents
Attach digital copies of bills or other documents (lease agreements) to invoices and bank transactions in your Farm Focus farm business
Written by
Support 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
Written by
Support Team
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
Written by
Support Team
Updated over a week ago
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).
Written by
Support Team
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
Written by
Support Team
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
Written by
Support Team
Updated over a week ago
Bulk code and bulk delete transactions
You can code or delete multiple bank transactions from the Needs Action screen
Written by
Support Team
Updated over a week ago
Coding Transactions - Tips & Tricks
See here some tips and tricks in Farm Focus to help make the process of coding transactions more efficient
Written by
Support Team
Updated over a week ago
Create a manual bank transaction
You can manually enter bank transactions into your Needs Action screen
Written by
Support Team
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.
Written by
Support Team
Updated over a week ago
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.
Written by
Support Team
Updated over a week ago
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
Written by
Support Team
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 over a week ago
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
Written by
Support Team
Updated over a week ago
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.
Written by
Support Team
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
Written by
Support Team
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
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
Written by
Support Team
Updated over a week ago
Debtors Statement
Learn how to keep track of your debtors by viewing and creating a Debtors statement for each of your customers
Written by
Support Team
Updated over a week ago
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
Written by
Support Team
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
Written by
Support Team
Updated over a week ago
Print a copy of a tax invoice
Learn how to print a copy of a tax invoice.
Written by
Support 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
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