Farm Focus

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

Print a transaction list from your Completed Screen

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

Best Practice to manage Fonterra & Farmsource

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

Create a manual Invoice

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

Matching

Learn how to make changes to previously completed transactions

Edit a code in your Completed screen

Support Team

Manage your invoices, bank transactions, stock movement and GST

Actuals

Add notes to capture more information throughout Farm Focus

Capturing all your invoices, bank transactions and livestock events in one place makes it easy to complete GST or revise your working plan

The Actuals screen

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

View the underlying details in your invoices and transactions

Attach digital copies of bills or other documents (lease agreements) to invoices and bank transactions in your Farm Focus farm business

Attaching Documents

Learn how to record or edit tag allocations in your bank transactions and invoices

Tags in transactions and invoices

Download your transactions from your bank and import them directly into Farm Focus.  (It is best practice to use Bank Feeds, if available).

Import bank transactions

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

Run transaction coding rules from the Needs Action screen

Before the transaction can be moved into the Completed page, you will need to allocate a category and extended code

Code your bank transactions

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

Bulk code and bulk delete transactions

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

Coding Transactions - Tips & Tricks

You can manually enter bank transactions into your Needs Action screen

Create a manual bank transaction

Invoices and statements can be coded ahead of time. When the bank transaction arrives you will match the transaction to the coded invoice.

How to match a bank transaction to an invoice

Bank transactions

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.

How to handle income invoices with the Invoice Scanner

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

How to customise your Tax Invoices

Learn about all the features of your Bill Payments page for NZ customers only.

Bill Payments process in Farm Focus

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

How to copy or repeat a recurring invoice

Use Sorting to quickly and efficiently code your invoices

Sort columns in your invoice

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

How to import your PGG Wrightson, Ruralco or Ravensdown statement

You can simplify your invoice by merging lines together or you can apply the same code to multiple invoice lines

Merge multiple invoice lines or select lines to bulk code

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

Working with your Farmlands statement

Invoices and bills

The GST portion can be automatically split between Business and Personal by creating an invoice or transaction coding rule

Split GST on farmhouse expenses

If you have deferred payment on expenses, check with your accountant whether you can claim the GST on the items before they're paid

How to claim GST on deferred payments

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

Invoice basis transactions

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

Email your Tax Invoices directly to your customers

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

Debtors Statement

Track your Aged Debtors with the Tax Invoice Summary Report

Tax Invoice Summary Report

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

Create a tax invoice

If a tax invoice has been generated and is incorrect, you can easily delete it

Delete a tax invoice

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

Restore a tax invoice that has been deleted

Learn how to print a copy of a tax invoice.

Print a copy of a tax invoice

Tax Invoices

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

Balancing

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

Rabobank balancing - "Not received"

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