Actual information from bank feeds and imported/manually recorded transactions and livestock events come into your working plan from the Actuals screen.

Only transactions that have been coded will appear in the working plan while any transactions that sit in the Needs action section of the Actuals screen, waiting to be coded, won't.

How do I correct a coded actual in my working plan?

  1. In the working plan, open the worksheet for the item you want to correct.
  2. Click on the three vertical dots on the coded line and select View on Actuals page.
  3. Correct the transaction/invoice line and click Save.
  4. You'll be taken back to your working plan.

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