Farmplan Business Cloud

Help Articles

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58 articles in this collection
Written by Sally Ashwell
Data Entry

Enter Transactions - Overview

Overview of how to record invoices from suppliers and customers and payments and receipts through bank. Links to detailed articles.
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Written by Sally Ashwell
Updated yesterday

Customer Invoices

To enter sales invoices issued to your customers
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Written by Sally Ashwell
Updated yesterday

Credit Notes - Customers

To issue credit notes to reduce the amount owed to you by a customer
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Written by Sally Ashwell
Updated yesterday

Quotes

To switch on quotation option and create/view quotes for customers. Convert quotes to sales invoices.
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Written by Sally Ashwell
Updated yesterday

Customer Groups

Create groups of customers so that they can all be invoiced together instead of individually
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Written by Sally Ashwell
Updated yesterday

Importing Customers and Suppliers

To electronically import customer and suppliers including contact details from another system
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Written by Sally Ashwell
Updated yesterday

How do I edit/add supplier or customer details

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Written by Sally Ashwell
Updated yesterday

Importing Invoices

To import invoices that have been created in another system
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Written by Sally Ashwell
Updated yesterday

Supplier Invoices

To enter purchase invoices that have been issued by suppliers
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Written by Sally Ashwell
Updated yesterday

Credit Notes from your suppliers

To reduce the amount that you owe to a supplier against a previous purchase invoice
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Written by Sally Ashwell
Updated today

Bank Transactions - Bank Feed

Using automated bank feed to enter banking transactions automatically. Links to most of the main UK banks.
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Written by Sally Ashwell
Updated today

Bank feeds - how to set them up

Setting up a link to your bank will ensure that transactions are automatically pulled over on a daily basis
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Written by Sally Ashwell
Updated today

Bank Transactions - File Import

Import banking payments and receipts from a csv file provided by your bank
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Written by Sally Ashwell
Updated today

Creating custom bank file imports

To import details from a bank or credit card where the import format is not listed
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Written by Sally Ashwell
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Bank Transactions - Manual Entry

To enter bank income and expenditure manually
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Written by Sally Ashwell
Updated today

Split Transactions

Split Transactions are transactions which cover multiple categories i.e. have several lines.
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Written by Sally Ashwell
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Bulk Edit Transactions

How to edit or delete multiple transactions at the same time
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Written by Sally Ashwell
Updated today

View Transactions

To view a list of all transactions entered in Daybook format
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Written by Sally Ashwell
Updated today

Adjustments

To move an amount from one category to another i.e. internal transactions. Also known as journals.
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Written by Sally Ashwell
Updated today

VAT Adjustments

To adjust the figures on the VAT return e.g. fuel scale charge or partial exemption adjustments.
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Written by Sally Ashwell
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Wages Adjustment

To add a wages adjustment/journal to a control account to keep track of deductions that you owe to your employees/HMRC/Pensions companies
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Written by Sally Ashwell
Updated today
Data Entry - Frequently Asked Questions

Why do I need to keep refreshing my bank feed?

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Written by Sally Ashwell
Updated today

What is the Year End Process?

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Written by Sally Ashwell
Updated today

My Farmplan Business Cloud bank balance does not match my bank statement balance?

Does my bank reconcile?
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Written by Sally Ashwell
Updated today

Is there a limit to the transactions I can enter or the users I can add?

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Written by Sally Ashwell
Updated over a week ago

How do I remove automated bank feeds?

How to cancel an automated bank feed and remove its connection to Farmplan Business Cloud
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Written by Sally Ashwell
Updated today

How do I process Inter-Bank Transfers?

Moving money from one bank account to another or paying a credit card
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Written by Sally Ashwell
Updated today

How do I mark invoices as paid?

To clear unpaid invoices by allocating a payment or receipt
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Written by Sally Ashwell
Updated today

How do I edit an invoice with a payment attached?

You cannot edit a customer or supplier invoice that has been paid unless you remove the link to the payment.
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Written by Sally Ashwell
Updated today

How do I enter personally incurred business expenses?

How to process business expenses that have been paid for by business directors or partners
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Written by Sally Ashwell
Updated today

How do I complete my accounts and tax return in Farmplan Business Cloud?

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Written by Sally Ashwell
Updated over a week ago

How do I process dividends?

To process dividends issued by your business
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Written by Sally Ashwell
Updated today

How do I deal with Construction Industry Scheme (CIS) deductions?

CIS deductions from sub-contractors in the construction industry
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Written by Sally Ashwell
Updated over a week ago