Bank Transactions

Learn how to apply and review bank transaction coding rules individually or in groups to streamline your workflow.

How to train the invoice scanner

Focus Payroll

Download your transactions from your bank and import them directly into Farm Focus as a csv or qif format.

Use the invoice scanner with Fill in the Gaps to review and complete your documents in more detail.

When you are setting up your Farm Focus you will need to record a livestock value for each of the stock classes. This information is useful so that you can see any changes in capital value as you increase or decrease stock numbers throughout the season.

A recipient created tax invoice (RCTI) is issued by you (the buyer) on the supplier’s behalf. Go to Actuals > Needs Action or Tax Invoices, choose Create Recipient Created Tax Invoice, complete the details, then Preview & Generate to email it.

To create a manual bank transaction, go to Actuals > Needs Action, select + Record, then choose Money in for deposits or Money out for withdrawals. Enter the required details, then code or match the transaction to complete it, or click Save to review later.

Create a buyer created tax invoice (BCTI) in Farm Focus to invoice a supplier on their behalf and send it with the correct GST.

Learn how to code bank transactions manually or in bulk to ensure they are correctly recorded and moved to the Completed screen.