Farmplan Business Cloud

Help Articles

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66 articles in this collection
Written by Sally Ashwell
Data Entry - Customers and Suppliers

How do I edit/add supplier or customer details

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Written by Sally Ashwell
Updated over a week ago

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 over a week ago

Customer Invoices

To enter sales invoices issued to your customers
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Written by Sally Ashwell
Updated over a week ago

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 over a week ago

Supplier Invoices

To enter purchase invoices that have been issued by suppliers
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Written by Sally Ashwell
Updated over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

Importing Invoices

To import invoices that have been created in another system
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Written by Sally Ashwell
Updated over a week ago

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 over a week ago

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 over a week ago
Data Entry - Banking

Bank Transactions - Manual Entry

To enter bank income and expenditure manually
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Written by Sally Ashwell
Updated over a week ago

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 over a week ago

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
Updated over a week ago

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 over a week ago

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 over a week ago

Bank Rules

To create bank rules that will automatically allocate categories and assign tax codes to banking transactions downloaded or imported
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Written by Sally Ashwell
Updated over a week ago

Why do I need to keep refreshing my bank feed?

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Written by Sally Ashwell
Updated over a week ago

What do the symbols next to my bank account mean?

The icons at the end of the line against each bank account vary according to status of the bank feed or file import
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Written by Sally Ashwell
Updated over a week ago

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 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 over a week ago

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 over a week ago