Jo : Hi @hardgraft
Apologies for the delay - we've been a bit tied up at Mystery Creek.
The budget worksheet really works best as below so that the cash calculations are pulled into the cashflow.
Quantity = number of ewes (or ha for crops/fert)
Multiply by = dose per ewe (or tonnes/kg of fert, seed, kg of wool etc)
Price = cost per dose (or $/T or kg)
Variables is a tool that works in the cashflow screen to speed up data entry if you're working to this type of scenario and also allows for a change of ewe numbers or cropping area throughout the year.
Variables are located in Setup - Variables.
If you've set up variables, click on variables in a budget worksheet and select the code related to a specific variable.
If you'd like training in this area, feel free to contact the support team on 0800 888 080 and one of the team can book in a session with you.
Jo : Hi @Mardi757
There are a number of payroll products out there that are tailored to meet the specific needs of agri businesses.
i.e. timesheets, rosters, allowances etc
A couple of suggestions below:
Jo : Hi @Snirtus
Thanks for your comment.
NZ GST codes do differ from AUS codes. For example, NZ clients using Cashmanager would code a financial transaction like interest to GST type E (Exempt).
I've sent your suggestion to our Development team to consider.
Snirtus : @ilovefarming I set up each entity as a bank account. So when I transfer money from one entity (bank Account) to another I use BT. You must remember to do two transactions debit the account the money comes from and another transaction that credits the account the money goes into. This way you can reconcile both accounts and also filter by bank account in the budget.
Jo : Hi @carroll
Apologies for the inconvenience of the last few days.
A few of our clients have had the following error message when logging in for the first time since last Wednesday - The database file is larger than the configured maximum database size.
The article below on our HelpCentre will walk you through how to fix this error and get back into your database.
How to get into Cashmanager
If you need a hand, our team are available on:
phone 0800 888 080 (8.45am - 7pm weekdays)
email email@example.com (48-hour turnaround)
livechat (8.45am - 9pm weekdays)
Abi : @Clare-Johnston yes - you will need to open your 2018 financial year - to do this go to Tools - create new year. You are able to have two financial years open at a time - so keep your 2017 year open while you tidy up the rest of the year
Anna : Hi Karen,
I'm no accountant but my thought is that you would need to create an expense code (red arrow) under the milk production income section.
It might be worth double checking with your accountant though?
Maybe some others will have different ideas.
bdjd : @Abi Thanks for that Abi. Am I right in saying, that if I follow this method each line amount (as in each transaction on the credit card statement) will show as a separate line on the transaction screen? As in the credit card transactions will show as the bank feed does, rather than as the Farmlands statement does (with one total amount broken down into individual line amounts / transactions)? Hope what I'm trying to say makes sense, thanks!
Anna : @Pet-Cow Our accountant also has access to our database, it is really helpful for when I have a query and at the end of the financial year too. I have given them 'Read' access only but I know others give their accountant's 'Write' access and they find that beneficial.
If you decide to give your accountant access. here's a helpful guide on how to do it:
Access to Cashmanager Rural
Annie : Closing A Financial Year
Follow this link to our Help Centre to find all the info you will need to close a financial year...
*in your Cashmanager database you can have two financial years open at any time, so if you already have two open you will need to close off the oldest one in order to open your next year
Deanne : @RuaFarm Hi, sounds like you need to open the 2018 financial year, to allow transactions from June onward to come into your transaction screen.
Check out the following link, for details on how to open the new financial year https://community.crssoftware.co.nz/topic/168/how-do-i-create-a-new-financial-year
Jo : Hi @RuaFarm
MBIE have some really great resources all for when an employee leaves your business, including checklists!
They've also got a whole section on employing and managing staff.
It looks like a great little website with helpful resources.
Jo : Hi @ilovefarming
Please feel free to contact our Helpdesk at any time. It's what the team at CRS are here for; no question is too silly.
You can phone the team on 0800 888 080 number between 8.45am - 7pm weekdays.
Or try Live Chat, 8.45am - 9pm weekdays, while you're logged into the Help Centre or community forum.
In the meantime, have a look at this helpful topic that explains why your livestock age at balance date (the end of your financial year), and how best to code stock transactions in your Cashmanager database.
Rebecca Harper / May 12, 2017 / Latest News
Aging livestock - how does it work? - Cash Manager Focus
All livestock are assumed to age-up at the end of the financial year. We explain why age livestock, give examples and tips for aging livestock correctly.
becgreaves : I've also signed up for the AWDT protecting your team programme - really interested to see what we will get out of it. I have done all our health and safety stuff myself, after attending a B+LNZ workshop (as mentioned earlier). I have also done a number of training courses - quad bike, chainsaw and tractors through Summit Safety, which is based in Pongaroa. I am doing a First Aid course, also through Summit Safety, next week.
Leanne : I believe its most import to be given your Contract and allowed at least a couple of days to have a 2nd or third pair of eyes or legal representative go over it, special if you are moving from a manager to contractor or sharemilker as there may be added parts to the contract that may or may not know how they can affect you and if you don’t understand you may be caught off guard.
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