# Business Cloud Help Centre

> Welcome to the TELUS Farm Accounting Help Centre. How can we help you today?

## Help Articles

- [Getting Started - Company Owner](https://help.farmplan.co.uk/en/articles/4423154-getting-started-company-owner.md): This article will help you through the initial process of going from your welcome email to creating your business
- [What do I do next?](https://help.farmplan.co.uk/en/articles/4423280-what-do-i-do-next.md): Where to start when using TELUS Farm Accounting. How to get around
- [Opening Balances - the basics for getting started](https://help.farmplan.co.uk/en/articles/9064549-opening-balances-the-basics-for-getting-started.md)
- [Opening Balances - the comprehensive guide](https://help.farmplan.co.uk/en/articles/4539214-opening-balances-the-comprehensive-guide.md): To enter your opening balances carried forward from your previous system
- [Getting Started - Accountant information](https://help.farmplan.co.uk/en/articles/9527359-getting-started-accountant-information.md)
- [Multiple Businesses](https://help.farmplan.co.uk/en/articles/4684216-multiple-businesses.md)
- [How do I customise my Home Page](https://help.farmplan.co.uk/en/articles/5323245-how-do-i-customise-my-home-page.md): To edit the layout of the Home Page
- [Company Settings](https://help.farmplan.co.uk/en/articles/4423303-company-settings.md): Fundamental details about the company to determine how it is managed
- [Adding Users and User Permissions](https://help.farmplan.co.uk/en/articles/4423325-adding-users-and-user-permissions.md): Adding users and ensuring they have access to what they need
- [Multiple currencies in TELUS Farm Accounting](https://help.farmplan.co.uk/en/articles/4423336-multiple-currencies-in-telus-farm-accounting.md): Dealing with multiple currencies when invoicing or receiving money from customers/paying invoices from suppliers. Automatic conversion rates
- [Document Settings](https://help.farmplan.co.uk/en/articles/4679839-document-settings.md): The settings required to produce invoices/statements/quotes and emails. Customise the layout and design of all documents.
- [Automated Payment Reminders](https://help.farmplan.co.uk/en/articles/4423408-automated-payment-reminders.md): Automatic emails generated to chase up unpaid sales invoices
- [Categories - Overview](https://help.farmplan.co.uk/en/articles/4425426-categories-overview.md): Your chart of accounts - how to view, add, edit categories and see the details entered
- [Farming Activities](https://help.farmplan.co.uk/en/articles/4536716-farming-activities.md): Use this autosetup option to automatically create a coding structure tailored to your business
- [Enter Transactions - Overview](https://help.farmplan.co.uk/en/articles/4426385-enter-transactions-overview.md): Overview of how to record invoices from suppliers and customers and payments and receipts through bank. Links to detailed articles.
- [Split Transactions](https://help.farmplan.co.uk/en/articles/4427986-split-transactions.md): Split Transactions are transactions which cover multiple lines of allocation, including deductions \(contras\).
- [Bulk Edit Transactions](https://help.farmplan.co.uk/en/articles/4427494-bulk-edit-transactions.md): How to edit or delete multiple transactions at the same time
- [View Transactions](https://help.farmplan.co.uk/en/articles/4428008-view-transactions.md): To view a list of all transactions entered in Daybook format
- [Enterprises](https://help.farmplan.co.uk/en/articles/5680074-enterprises.md): Allocate income and expenses to distinct areas of your business
- [Searchcodes](https://help.farmplan.co.uk/en/articles/11600296-searchcodes.md): Custom tags for tracking income and expenses at a deeper level
- [Customers and Suppliers - View](https://help.farmplan.co.uk/en/articles/6420194-customers-and-suppliers-view.md): To access details about transactions affecting Suppliers and Customers use the View button
- [How do I edit/add supplier or customer details](https://help.farmplan.co.uk/en/articles/4448883-how-do-i-edit-add-supplier-or-customer-details.md)
- [Importing Customers and Suppliers](https://help.farmplan.co.uk/en/articles/4427519-importing-customers-and-suppliers.md): To electronically import customer and suppliers including contact details from another system
- [Importing Invoices](https://help.farmplan.co.uk/en/articles/4427561-importing-invoices.md): To import invoices that have been created in another system
- [Customer Invoices](https://help.farmplan.co.uk/en/articles/4427394-customer-invoices.md): To enter sales invoices issued to your customers
- [Credit Notes - Customers](https://help.farmplan.co.uk/en/articles/4427866-credit-notes-customers.md): To issue credit notes to reduce the amount owed to you by a customer
- [Supplier Invoices](https://help.farmplan.co.uk/en/articles/4427429-supplier-invoices.md): To enter purchase invoices that have been issued by suppliers
- [Credit Notes from your suppliers](https://help.farmplan.co.uk/en/articles/4427387-credit-notes-from-your-suppliers.md): To reduce the amount that you owe to a supplier against a previous purchase invoice
- [Copying invoices](https://help.farmplan.co.uk/en/articles/8255335-copying-invoices.md): Using Existing Invoices as Templates: A Guide to Copying Invoices in TELUS Farm Accounting
- [Suppliers to Pay](https://help.farmplan.co.uk/en/articles/12742836-suppliers-to-pay.md)
- [Self-billing invoice](https://help.farmplan.co.uk/en/articles/8513078-self-billing-invoice.md): Produce a self-billing invoice through TELUS Farm Accounting
- [How do I mark invoices as paid?](https://help.farmplan.co.uk/en/articles/4448902-how-do-i-mark-invoices-as-paid.md): To clear unpaid invoices by allocating a payment or receipt
- [How do I deal with Two-Way Traders?](https://help.farmplan.co.uk/en/articles/6826652-how-do-i-deal-with-two-way-traders.md): 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 edit an invoice with a payment attached?](https://help.farmplan.co.uk/en/articles/4448804-how-do-i-edit-an-invoice-with-a-payment-attached.md)
- [Quotes](https://help.farmplan.co.uk/en/articles/4426023-quotes.md): To switch on quotation option and create/view quotes for customers. Convert quotes to sales invoices.
- [Automatic allocation of overpayments and on account balances](https://help.farmplan.co.uk/en/articles/8245713-automatic-allocation-of-overpayments-and-on-account-balances.md): This article explains how the system deals with overpayments and on account balances, and how you can manage these.
- [Customer Groups](https://help.farmplan.co.uk/en/articles/4426229-customer-groups.md): Create groups of customers so that they can all be invoiced together instead of individually
- [Bank feeds - how to set them up](https://help.farmplan.co.uk/en/articles/4427944-bank-feeds-how-to-set-them-up.md): Setting up a link to your bank will ensure that transactions are automatically pulled in
- [Bank Transactions - Bank Feed](https://help.farmplan.co.uk/en/articles/4426547-bank-transactions-bank-feed.md): Using automated bank feed to enter banking transactions automatically. Links to most of the main UK banks.
- [Bank Transactions - File Import](https://help.farmplan.co.uk/en/articles/4426586-bank-transactions-file-import.md): Import banking payments and receipts from a csv file provided by your bank
- [Bank Transactions - Manual Entry](https://help.farmplan.co.uk/en/articles/4426412-bank-transactions-manual-entry.md): To enter bank income and expenditure manually
- [Creating custom bank file imports](https://help.farmplan.co.uk/en/articles/4425904-creating-custom-bank-file-imports.md): To import details from a bank or credit card where the import format is not listed
- [Bank Rules](https://help.farmplan.co.uk/en/articles/4430510-bank-rules.md): To create bank rules that will automatically allocate categories and assign tax codes to banking transactions downloaded or imported
- [Why do I need to keep refreshing my bank feed?](https://help.farmplan.co.uk/en/articles/4687307-why-do-i-need-to-keep-refreshing-my-bank-feed.md)
- [What do the symbols next to my bank account mean?](https://help.farmplan.co.uk/en/articles/5335591-what-do-the-symbols-next-to-my-bank-account-mean.md): The icons at the end of the line against each bank account vary according to status of the bank feed or file import
- [My bank balance does not match my bank statement balance?](https://help.farmplan.co.uk/en/articles/4686911-my-bank-balance-does-not-match-my-bank-statement-balance.md): Does my bank reconcile?
- [How do I remove automated bank feeds?](https://help.farmplan.co.uk/en/articles/4686620-how-do-i-remove-automated-bank-feeds.md): How to cancel an automated bank feed and remove its connection to TELUS Farm Accounting
- [How do I process Inter-Bank Transfers?](https://help.farmplan.co.uk/en/articles/4684246-how-do-i-process-inter-bank-transfers.md): Moving money from one bank account to another or paying a credit card
- [Bank Reconciliation](https://help.farmplan.co.uk/en/articles/9399236-bank-reconciliation.md)
- [Bank Reconciliation workflow](https://help.farmplan.co.uk/en/articles/9496216-bank-reconciliation-workflow.md)
- [Adjustments](https://help.farmplan.co.uk/en/articles/4425622-adjustments.md): To move an amount from one category to another i.e. internal transactions. Also known as journals.
- [VAT Adjustments](https://help.farmplan.co.uk/en/articles/4448747-vat-adjustments.md): To adjust the figures on the VAT return e.g. fuel scale charge or partial exemption adjustments.
- [Wages Adjustment](https://help.farmplan.co.uk/en/articles/4428023-wages-adjustment.md): To add a wages adjustment/journal to a control account to keep track of deductions that you owe to your employees/HMRC/Pensions companies
- [Profit Allocation Adjustment](https://help.farmplan.co.uk/en/articles/4684077-profit-allocation-adjustment.md): To allocate the profit between individual partners. Business type - partnership
- [Importing Adjustments](https://help.farmplan.co.uk/en/articles/14741265-importing-adjustments.md)
- [How do I enter a Hire Purchase agreement?](https://help.farmplan.co.uk/en/articles/6417182-how-do-i-enter-a-hire-purchase-agreement.md): To enter and repay a loan for the purchase of a fixed asset, including any trade-ins and other administrative charges.
- [How do I post an invoice dated in the future?](https://help.farmplan.co.uk/en/articles/6868027-how-do-i-post-an-invoice-dated-in-the-future.md): 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.
- [What is the Year End Process?](https://help.farmplan.co.uk/en/articles/4687264-what-is-the-year-end-process.md)
- [How do I add enterprise details retrospectively?](https://help.farmplan.co.uk/en/articles/5714414-how-do-i-add-enterprise-details-retrospectively.md): How to backdate existing transactions in order to add enterprises and produce net margins for distinct areas of the business.
- [Is there a limit to the transactions I can enter or the users I can add?](https://help.farmplan.co.uk/en/articles/4686907-is-there-a-limit-to-the-transactions-i-can-enter-or-the-users-i-can-add.md)
- [How do I enter personally incurred business expenses?](https://help.farmplan.co.uk/en/articles/4427448-how-do-i-enter-personally-incurred-business-expenses.md): How to process business expenses that have been paid for by business directors or partners
- [How do I process dividends?](https://help.farmplan.co.uk/en/articles/4426380-how-do-i-process-dividends.md): To process dividends issued by your business
- [Dext and AutoEntry imports](https://help.farmplan.co.uk/en/articles/9220243-dext-and-autoentry-imports.md)
- [How do I deal with Construction Industry Scheme \(CIS\) deductions?](https://help.farmplan.co.uk/en/articles/4425849-how-do-i-deal-with-construction-industry-scheme-cis-deductions.md): CIS deductions from sub-contractors in the construction industry
- [VAT Returns](https://help.farmplan.co.uk/en/articles/4431285-vat-returns.md): To calculate VAT return and submit to HMRC via MTD \(Making Tax Digital\)
- [VAT Rate Schemes](https://help.farmplan.co.uk/en/articles/4602357-vat-rate-schemes.md): Setting up VAT including invoice based, cash account and flat rate
- [VAT – Partial Exemption](https://help.farmplan.co.uk/en/articles/5741942-vat-partial-exemption.md): To identify the proportion of VAT not reclaimable against partially exempt expenses
- [VAT Flat Rate Scheme](https://help.farmplan.co.uk/en/articles/4444849-vat-flat-rate-scheme.md): How to set up the standard Flat Rate scheme
- [VAT - Agricultural Flat Rate Scheme](https://help.farmplan.co.uk/en/articles/4444894-vat-agricultural-flat-rate-scheme.md): The specific flat rate scheme applicable to the farming sector
- [VAT when trading outside the UK](https://help.farmplan.co.uk/en/articles/4445026-vat-when-trading-outside-the-uk.md): Treatment of VAT when buying or selling products or services in Europe and other countries including EC sales list
- [Domestic Reverse Charge VAT](https://help.farmplan.co.uk/en/articles/5324163-domestic-reverse-charge-vat.md)
- [How can I reclaim VAT on expenses before registration?](https://help.farmplan.co.uk/en/articles/4421593-how-can-i-reclaim-vat-on-expenses-before-registration.md)
- [Why are older transactions being included in my VAT return?](https://help.farmplan.co.uk/en/articles/4855677-why-are-older-transactions-being-included-in-my-vat-return.md)
- [VAT Payment/Receipts](https://help.farmplan.co.uk/en/articles/8136039-vat-payment-receipts.md): How to allocate your VAT Payment/Receipt in TELUS Farm Accounting
- [Combining VAT](https://help.farmplan.co.uk/en/articles/10365070-combining-vat.md): Combine and submit VAT figures from other entities/software for the same VAT registration number
- [Troubleshooting HMRC Submission Errors](https://help.farmplan.co.uk/en/articles/15517738-troubleshooting-hmrc-submission-errors.md)
- [VAT only entries](https://help.farmplan.co.uk/en/articles/15691517-vat-only-entries.md)
- [MTD for Income Tax: Getting Started with TELUS Farm Accounting](https://help.farmplan.co.uk/en/articles/14169344-mtd-for-income-tax-getting-started-with-telus-farm-accounting.md)
- [MTD for Income Tax: Setting up your company](https://help.farmplan.co.uk/en/articles/14169379-mtd-for-income-tax-setting-up-your-company.md)
- [MTD for Income Tax: Quarterly Submissions](https://help.farmplan.co.uk/en/articles/14170935-mtd-for-income-tax-quarterly-submissions.md)
- [Understanding MTD for Income Tax: Return Types and Categories](https://help.farmplan.co.uk/en/articles/15877708-understanding-mtd-for-income-tax-return-types-and-categories.md)
- [Troubleshooting HMRC Errors - MTD for Income Tax](https://help.farmplan.co.uk/en/articles/16011728-troubleshooting-hmrc-errors-mtd-for-income-tax.md)
- [Buying Group import](https://help.farmplan.co.uk/en/articles/9173924-buying-group-import.md): Importing statements from a Buying Group
- [Anglia Farmers import - Bank entries](https://help.farmplan.co.uk/en/articles/8795037-anglia-farmers-import-bank-entries.md): Importing your Anglia Farmers import as bank entries
- [Anglia Farmers import - Invoice option](https://help.farmplan.co.uk/en/articles/8799383-anglia-farmers-import-invoice-option.md): Import your Anglia Farmers statement as an invoice
- [Fram Farmers import - Bank entries](https://help.farmplan.co.uk/en/articles/9178019-fram-farmers-import-bank-entries.md): Importing your Fram Farmers statement as bank entries
- [Fram Farmers import - Invoice option](https://help.farmplan.co.uk/en/articles/9178012-fram-farmers-import-invoice-option.md): Import your Fram Farmers statement as an invoice
- [North Herts Farmers - Bank Entries](https://help.farmplan.co.uk/en/articles/9273388-north-herts-farmers-bank-entries.md)
- [North Herts Farmers - Invoice option](https://help.farmplan.co.uk/en/articles/9250888-north-herts-farmers-invoice-option.md): Import your North Herts Farmers statement as an invoice
- [Reports - Overview](https://help.farmplan.co.uk/en/articles/4430053-reports-overview.md): Reports include Profit & Loss, Balance Sheet, Trial Balance, Payables, Receivables, VAT, Cashflow. Exports to Excel e.g General Ledger
- [Receivables](https://help.farmplan.co.uk/en/articles/4430093-receivables.md): How much do your customers owe you? Customer Ledger balance.
- [Payables](https://help.farmplan.co.uk/en/articles/4430085-payables.md): How much do you owe your suppliers? Supplier ledger balance.
- [View Line Items reporting](https://help.farmplan.co.uk/en/articles/11983082-view-line-items-reporting.md): A powerful reporting tool to allow full data interrogation
- [Profit and Loss comparison report](https://help.farmplan.co.uk/en/articles/9220787-profit-and-loss-comparison-report.md): Compare periods, enterprises and more!
- [Reporting using Safari](https://help.farmplan.co.uk/en/articles/5966624-reporting-using-safari.md)
- [Budgets](https://help.farmplan.co.uk/en/articles/9969404-budgets.md): Create and compare a budget with actual figures
- [Quick Link Menu](https://help.farmplan.co.uk/en/articles/6405385-quick-link-menu.md): The Quick Link menu keeps all the most popular entry options together. Additional favourite options can be added to customise the list.
- [Enterprise Tagging](https://help.farmplan.co.uk/en/articles/5966421-enterprise-tagging.md): Enterprise tags can be used to group similar enterprises together for reporting.
- [Recurring Transactions](https://help.farmplan.co.uk/en/articles/4431107-recurring-transactions.md): Automate regular transactions so they are created for you when they are due.
- [Receipt/Document Uploads](https://help.farmplan.co.uk/en/articles/4427921-receipt-document-uploads.md): To link documents, invoices and receipts to the transactions they relate to so that all users can view them
- [Notes](https://help.farmplan.co.uk/en/articles/4430838-notes.md): General notes, reminders. Can also be attached to transactions, banks, customers, suppliers, categories and invoices.
- [Help and Support](https://help.farmplan.co.uk/en/articles/5519631-help-and-support.md): Need more help? There are a number of options to contact Farmplan for advice, support and training.
- [TELUS Farm Accounting End User Licence Agreement](https://help.farmplan.co.uk/en/articles/8624998-telus-farm-accounting-end-user-licence-agreement.md)
- [How long is my data stored for?](https://help.farmplan.co.uk/en/articles/4686752-how-long-is-my-data-stored-for.md)
- [How secure is TELUS Farm Accounting?](https://help.farmplan.co.uk/en/articles/4680310-how-secure-is-telus-farm-accounting.md): Privacy Policy. How safe is my data and where is it kept?
- [How do I transfer to TELUS Farm Accounting from my existing system?](https://help.farmplan.co.uk/en/articles/4686627-how-do-i-transfer-to-telus-farm-accounting-from-my-existing-system.md): Moving to TELUS Farm Accounting from a previous book keeping system.
- [TELUS Farm Accounting - Level 2](https://help.farmplan.co.uk/en/articles/10148342-telus-farm-accounting-level-2.md)
- [Making Tax Digital for Income Tax \(MTD IT\)](https://help.farmplan.co.uk/en/articles/12529664-making-tax-digital-for-income-tax-mtd-it.md)
- [Understanding Your TELUS Invoice - Billing Questions & Answers](https://help.farmplan.co.uk/en/articles/14048996-understanding-your-telus-invoice-billing-questions-answers.md)
- [Managing and Switching Between Multiple Companies](https://help.farmplan.co.uk/en/articles/15517270-managing-and-switching-between-multiple-companies.md)
- [Upcoming Planned Downtime: HMRC](https://help.farmplan.co.uk/en/articles/15603348-upcoming-planned-downtime-hmrc.md)

## ✨New release now live✨ Release Notes

- [Update July 2026](https://help.farmplan.co.uk/en/articles/15799094-update-july-2026.md)
- [Update June 2026](https://help.farmplan.co.uk/en/articles/15502064-update-june-2026.md)
- [Update April 2026](https://help.farmplan.co.uk/en/articles/14741212-update-april-2026.md)
- [Update March 2026](https://help.farmplan.co.uk/en/articles/14037849-update-march-2026.md)
- [Update February 2026](https://help.farmplan.co.uk/en/articles/13715069-update-february-2026.md)
- [Update January 2026](https://help.farmplan.co.uk/en/articles/13516274-update-january-2026.md)
- [Update December 2025](https://help.farmplan.co.uk/en/articles/13186524-update-december-2025.md)
- [Update November 2025](https://help.farmplan.co.uk/en/articles/12807948-update-november-2025.md)
- [Update October 2025](https://help.farmplan.co.uk/en/articles/12547514-update-october-2025.md)
- [Update September 2025](https://help.farmplan.co.uk/en/articles/12257820-update-september-2025.md)
- [Update June 2025](https://help.farmplan.co.uk/en/articles/11782801-update-june-2025.md)
- [Update May 2025](https://help.farmplan.co.uk/en/articles/11383687-update-may-2025.md)
- [Update April 2025](https://help.farmplan.co.uk/en/articles/11061094-update-april-2025.md)
- [Update March 2025](https://help.farmplan.co.uk/en/articles/10937196-update-march-2025.md)
- [Update February 2025](https://help.farmplan.co.uk/en/articles/10550545-update-february-2025.md)
- [Update January 2025](https://help.farmplan.co.uk/en/articles/10374052-update-january-2025.md)

## Training 

- [👋 Meet Your Training Team](https://help.farmplan.co.uk/en/articles/12424466-meet-your-training-team.md)
- [Training Services & Support](https://help.farmplan.co.uk/en/articles/12890055-training-services-support.md): Professional development solutions tailored for your agricultural team.

## Video Tutorials

- [TELUS Farm Accounting Video Learning Hub](https://help.farmplan.co.uk/en/articles/12878209-telus-farm-accounting-video-learning-hub.md)