Farmplan by TELUS Agriculture

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

Luke Mayo

Tools

Create a custom design with text, images, and links

TELUS Farm Accounting

My TELUS Billing Guide

Help Centres

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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