Farmplan by TELUS Agriculture

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 bank balance does not match my bank statement balance?

How to cancel an automated bank feed and remove its connection to TELUS Farm Accounting

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

Luke Mayo

Data Entry - Banking

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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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.

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

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

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