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Actuals
Actuals
Manage your invoices, bank transactions, stock movement and GST
23 articles in this collection
Written by
Focus Team
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
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
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
Written by
Focus 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
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
Written by
Focus Team
Updated over a week ago
Run transaction coding rules from Needs Action
Running your rules from Needs Action allows you to quickly review them before they are coded
Written by
Focus 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
Focus Team
Updated over a week ago
Bulk code and delete
You can code or delete multiple bank transactions from the Needs Action screen
Written by
Focus Team
Updated over a week ago
Create a manual bank transaction
You can manually enter bank transactions into your Needs Action screen
Written by
Focus 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
Focus Team
Updated over a week ago
Invoices and bills
Sort columns in your invoice
Use Sorting to quickly and efficiently code your invoices
Written by
Focus Team
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 Cash Manager Focus farm business
Written by
Focus 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
Written by
Focus Team
Updated over a week ago
Working with your Farmlands statement
Your Farmlands statement will arrive each month including detailed purchase information.
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
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
Written by
Focus 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
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
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
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 or trader statement in Cash Manager Focus, you can quickly restore it
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.
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
Written by
Focus 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
Focus Team
Updated over a week ago