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
Pattie O'Boyle : @Cara-Gregan hi there i just had the same thing happen with bull purchases, so i was looking up in the bull income line, but in fact bull purchases were down hidden under Stock Purchases - Bulls, i thought I was going a little crazy, they were showing in my budgeted stock reccie but not on cashflow screen, hope that helps ?
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.