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Farmplan Business Cloud

Help Articles

Data Entry - General
Enter Transactions - Overview
Split Transactions
Bulk Edit Transactions
View Transactions
Enterprises
Searchcodes
Data Entry - Customers and Suppliers
Customers and Suppliers - View
How do I edit/add supplier or customer details
Importing Customers and Suppliers
Importing Invoices
Customer Invoices
Credit Notes - Customers
Supplier Invoices
Credit Notes from your suppliers
Copying invoices
Self-billing invoice
How do I mark invoices as paid?
How do I deal with Two-Way Traders?
How do I edit an invoice with a payment attached?
Quotes
Automatic allocation of overpayments and on account balances
Customer Groups
Data Entry - Banking
Bank feeds - how to set them up
Bank Transactions - Bank Feed
Bank Transactions - File Import
Bank Transactions - Manual Entry
Creating custom bank file imports
Bank Rules
Why do I need to keep refreshing my bank feed?
What do the symbols next to my bank account mean?
My Farmplan Business Cloud bank balance does not match my bank statement balance?
How do I remove automated bank feeds?
How do I process Inter-Bank Transfers?
Bank Reconciliation
Bank Reconciliation workflow
Data Entry - Adjustments
Adjustments
VAT Adjustments
Wages Adjustment
Profit Allocation Adjustment
Data Entry - General FAQs
How do I enter a Hire Purchase agreement?
How do I post an invoice dated in the future?
What is the Year End Process?
How do I add enterprise details retrospectively?
Is there a limit to the transactions I can enter or the users I can add?
How do I enter personally incurred business expenses?
How do I process dividends?
Dext and AutoEntry imports
How do I deal with Construction Industry Scheme (CIS) deductions?