Farmplan by TELUS Agriculture

Luke Mayo

Elizabeth Ground

Cheryl Evans

Farmplan Business Cloud

Opening Balances - the basics for getting started

Getting Started - Accountant information

Can I have multiple businesses in Farmplan Business Cloud?

Multiple Businesses

How do I customise my Home Page

Overview of Farmplan Business Cloud 

Fundamental details about the company to determine how it is managed

Company Settings

User Permissions

Dealing with multiple currencies when invoicing or receiving money from customers/paying invoices from suppliers. Automatic conversion rates

Multiple currencies in Farmplan Business Cloud

The settings required to produce invoices/statements/quotes and emails.  Customise the layout and design of all documents.

Document Settings

Automatic emails generated to chase up unpaid sales invoices

Automated Payment Reminders

Your chart of accounts - how to view, add, edit categories and see the details entered

Categories - Overview

Enter Transactions - Overview

Split Transactions are transactions which cover multiple lines of allocation, including deductions (contras).

Split Transactions

How to edit or delete multiple transactions at the same time

Bulk Edit Transactions

To view a list of all transactions entered in Daybook format

View Transactions

Allocate income and expenses to distinct areas of your business

Enterprises

Custom tags for tracking income and expenses at a deeper level

Searchcodes

Data Entry - General

To access details about transactions affecting Suppliers and Customers use the View button

Customers and Suppliers - View

How do I edit/add supplier or customer details

To electronically import customer and suppliers including contact details from another system

Importing Customers and Suppliers

To import invoices that have been created in another system

Importing Invoices

To enter sales invoices issued to your customers

Customer Invoices

To issue credit notes to reduce the amount owed to you by a customer

Credit Notes - Customers

To enter purchase invoices that have been issued by suppliers

Supplier Invoices

To reduce the amount that you owe to a supplier against a previous purchase invoice

Credit Notes from your suppliers

Using Existing Invoices as Templates: A Guide to Copying Invoices in Farmplan Business Cloud

Copying invoices

Produce a self-billing invoice through Farmplan Business Cloud

Self-billing invoice

To clear unpaid invoices by allocating a payment or receipt

How do I mark invoices as paid?

This article looks at how to account for a single receipt or payment which is the net balance of both a customer and supplier invoice.

How do I deal with Two-Way Traders?

How do I edit an invoice with a payment attached?

To switch on quotation option and create/view quotes for customers.  Convert quotes to sales invoices.

Quotes

This article explains how the system deals with overpayments and on account balances, and how you can manage these.

Automatic allocation of overpayments and on account balances

Create groups of customers so that they can all be invoiced together instead of individually

Customer Groups

Data Entry - Customers and Suppliers

Setting up a link to your bank will ensure that transactions are automatically pulled in

Bank feeds - how to set them up

Using automated bank feed to enter banking transactions automatically.  Links to most of the main UK banks.

Bank Transactions - Bank Feed

Import banking payments and receipts from a csv file provided by your bank

Bank Transactions - File Import

To enter bank income and expenditure manually

Bank Transactions - Manual Entry

To import details from a bank or credit card where the import format is not listed

Creating custom bank file imports

To create bank rules that will automatically allocate categories and assign tax codes to banking transactions downloaded or imported

Bank Rules

Why do I need to keep refreshing my bank feed?

The icons at the end of the line against each bank account vary according to status of the bank feed or file import

What do the symbols next to my bank account mean?

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

How to cancel an automated bank feed and remove its connection to Farmplan Business Cloud

How do I remove automated bank feeds?

Moving money from one bank account to another or paying a credit card

How do I process Inter-Bank Transfers?

Bank Reconciliation

Bank Reconciliation workflow

Data Entry - Banking

To move an amount from one category to another i.e. internal transactions.  Also known as journals.

Adjustments

To adjust the figures on the VAT return e.g. fuel scale charge or partial exemption adjustments.

VAT Adjustments

To add a wages adjustment/journal to a control account to keep track of deductions that you owe to your employees/HMRC/Pensions companies

Wages Adjustment

To allocate the profit between individual partners.  Business type - partnership

Profit Allocation Adjustment

Data Entry - Adjustments

To enter and repay a loan for the purchase of a fixed asset, including any trade-ins and other administrative charges.

How do I enter a Hire Purchase agreement?

How to to enter an invoice which is dated more than a month in the future and therefore cannot be entered in the normal way.

How do I post an invoice dated in the future?

What is the Year End Process?

How to backdate existing transactions in order to add enterprises  and produce net margins for distinct areas of the business.

How do I add enterprise details retrospectively?

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

How to process business expenses that have been paid for by business directors or partners

How do I enter personally incurred business expenses?

To process dividends issued by your business

How do I process dividends?

Dext and AutoEntry imports

CIS deductions from sub-contractors in the construction industry

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

Data Entry  - General FAQs

To calculate VAT return and submit to HMRC via MTD (Making Tax Digital)

VAT Returns

To identify the proportion of VAT not reclaimable against partially exempt expenses

VAT – Partial Exemption

How to set up the standard Flat Rate scheme

VAT Flat Rate Scheme

The specific flat rate scheme applicable to the farming sector

VAT - Agricultural Flat Rate Scheme

Treatment of VAT when buying or selling products or services in Europe and other countries including EC sales list

VAT when trading outside the UK

Domestic Reverse Charge VAT

How can I reclaim VAT on expenses before registration?

Why are older transactions being included in my VAT return?

To amend VAT codes after enhancement to split Zero and Exempt VAT

How do I implement partial exemption VAT retrospectively?

How to allocate your VAT Payment/Receipt in Farmplan Business Cloud

VAT Payment/Receipts

Combine and submit VAT figures from other entities/software for the same VAT registration number

Combining VAT

Buying Group import

Importing your Anglia Farmers import as bank entries

Anglia Farmers import - Bank entries

Import your Anglia Farmers statement as an invoice

Anglia Farmers import - Invoice option

Importing your Fram Farmers statement as bank entries

Fram Farmers import - Bank entries

Import your Fram Farmers statement as an invoice

Fram Farmers import - Invoice option

North Herts Farmers - Bank Entries

Import your North Herts Farmers statement as an invoice

North Herts Farmers - Invoice option

Buying Groups

Reports include Profit & Loss, Balance Sheet, Trial Balance, Payables, Receivables, VAT, Cashflow. Exports to Excel e.g General Ledger

Reports - Overview

How much do your customers owe you?  Customer Ledger balance.

Receivables

How much do you owe your suppliers? Supplier ledger balance.

Payables

A powerful reporting tool to allow full data interrogation

View Line Items reporting

Profit and Loss comparison report

Reporting using Safari

Create and compare a budget with actual figures

Budgets

Reports

The Quick Link menu keeps all the most popular entry options together.  Additional favourite options can be added to customise the list.

Quick Link Menu

Enterprise tags can be used to group similar enterprises together for reporting.

Enterprise Tagging

Automate regular transactions so they are created for you when they are due.

Recurring Transactions

To link documents, invoices and receipts to the transactions they relate to so that all users can view them

Receipt/Document Uploads

General notes, reminders.  Can also be attached to transactions, banks, customers, suppliers, categories and invoices.

Notes

Tools

Update October 2025

Update September 2025

Update June 2025

Update May 2025

Update April 2025

Update March 2025

Update February 2025

Update January 2025

Enhancement Updates

Need more help?  There are a number of options to contact Farmplan for advice, support and training.

Help and Support

Farmplan Business Cloud End User Licence Agreement

How long does Farmplan store my data for?

Privacy Policy. How safe is my data and where is it kept?

How secure is Farmplan Business Cloud?

Moving to Farmplan Business Cloud from a previous book keeping system.

How do I transfer to Farmplan Business Cloud from my existing system?

Farmplan Business Cloud - Level 2

Cultivate - Our brand new digital learning hub

Making Tax Digital for Income Tax (MTD IT)

Farmplan Website

TELUS Crop Management Help

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.