Farmplan by TELUS Agriculture

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 TELUS Farm Accounting

Copying invoices

Suppliers to Pay

Produce a self-billing invoice through TELUS Farm Accounting

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

Luke Mayo

Elizabeth Ground

Data Entry - Customers and Suppliers

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.

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

Ship something

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

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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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