Jo : @forriej
Below are links to some helpful articles around importing trader statements like Farmlands, FarmSource and PGG Wrightson.
Set up Farmlands monthly statement feed
How to import your trader statement into a bank transaction
Importing your trader statement (standard import)
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