Everyone appreciates a wee bit of advise on how to better manage your time, especially when it comes to entering data into your Cashmanager RURAL database, whether it's how to autocode, or reconcile your transactions or customise your transaction screen.
Do you have any tips or tricks or an 'aha!' moment that you've found beneficial and would like to share?
Feel free to post your tip into this topic and share with your Community.
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
Do you have a business or family logo?
Did you know that you can have this logo appear at the top of certain reports?
It's a really nice way to personalise your reports. For example...
So to do this you need to firstly be in the Cashflow screen
- Click the Cashflow drop down menu
- Select Edit
- Select Notes
- Use the Change button to import the file of the logo
(This is also where you can add a note to appear on the first page of reports and a footer to appear at the bottom of your reports, for example "The Womble Family - Farming the Womble Valley since 1904" or whatever you like)
- Click OK
@Gina great tip! Also another tip- you can only save one budget per year as an original :)
Saving budgets in the Cashflow Screen
The difference between SAVE ORIGINAL and SAVE COPY- save original will only save the current financial year(view) where as save copy will save the current financial year and any prior or following financial years within that budget. Below is how you would SAVE a COPY of a budget.
Just found something very helpful. When entering transactions I found the A to Z Sort button with a downward arrow. The choices are sort by date, reference or entry order. I wanted the transactions listed by date. This had really bugged me, what a quick fix!
Adding or Removing GST
One of my favourite Cashmanager tips has to be the quick and easy way to add or remove GST from a transaction or cashflow screen entry...
simply type or select the figure and use
- <Ctrl><+> to add GST to the amount
- <Ctrl><-> to remove GST from the amount
There are quite a few other handy keyboard shortcuts that are really useful
- <Ctrl><+> creates an income transaction
- <Ctrl><-> creates an expense transaction
- <Ctrl><F12> finishes a balances transaction or creates a new line
- <Ctrl><F> brings up the filter box
- <Ctrl><S> brings up the Search box to find a specific transaction
- <Ctrl><G> to Go To a specific transaction line
- <Ctrl><N> adds an additional note to a transaction entry
- <Ctrl><R> brings up the reconcilliation options
- <Ctrl><B> to turn the bottom panel on/off
- <Ctrl><C> to copy selected area to Windows clipboard
- <Ctrl><V> pastes copied data
- <Ctrl><+> to add GST to the amount
Regularly reconciling your transactions to your bank statement ensures that everything is balanced in your Cashmanager RURAL database.
You may or may not know this, but the moment a transaction is entered into the Transaction screen, it automatically moves into other areas of your database:
The GST report - regardless of whether the transaction is reconciled or not, it will be included in your current/next GST period
Actual Cashflow - again it doesn't matter whether the transactions are reconciled or not, they will appear in your current cashflow
Actual Livestock - similar to the actual cashflow, all dollars and quantities of stock sales and purchases appear in your current stock reconciliation
Check out our Help Centre to find out how quick and easy it is to reconcile your bank transactions.
Save time! Use Autocoding
Want a quicker way to code your transactions in Cashmanager RURAL?
Autocoding uses text within your bank transactions to automatically code them.
Eg. If your fuel supplier is 'Rural Fuel' you can set autocoding to recognise their name and allocate payments to VH:FF (vehicle expenses - Farm Fuel).
How easy is that?
Check out the video on the Cashmanager RURAL HelpCentre.