Feature Requests

The ability to automatically populate the deferred payment line straight from the dairy forecaster, allowing the full 16-month payment cycle to be confirmed into cashflow.

I would like to cut out the middle man and set up the invoice scanner as an automatic forwarding email for any incoming emails which have a pdf attachment with "invoice" in the file attachment. Currently I cannot do this because the forwarding email is required to be verified, by accessing the verification email in the scanner email account (apparently no one can access this currently). With AI moving the way it is, this seems to be a logical way to cut down workload.

It would be really useful to be able to record notes/justifications/assumptions etc against the main header (most left hand column) when planning. It would be a great place to quickly see how the plan (budget) items are calculated- eg per SU,ha etc. I have been running a separate file to record this and it would be really useful to have all in the one place.

This is for when a new payee invoice has been sent through invoice scanner and the name crops up and then you want to set it up as a payee with bank account in the needs action. I go to new payee and the name disapears so I have to try and remember how it was scanned. Can it stay there so that you only need to copy and past the bank account number.

It would be helpful when exporting to Accountants GL that the transaction reference also included the farm focus code.

It would be good to have the option to export Accountants Annual using Section 2:Summary rather than exporting all the individual transactions. The export file would need to retain the Farm Focus Farm Code as part of the reference. Or as someone else has suggested, at least be able to export summary to excel.

I would like to add a note that shows to the customer in the 'NOTES' box about paying on invoice. I want this for individual customers not all.

On the Actuals>Tax Invoices screen it would be so helpful to have the Reference showing. At the moment it only shows the Invoice number. Having the reference there (eg winter grazing) would help me quickly locate previous invoices in order to duplicate them for sending this month.

Hi there, would be awesome to have an uncoded transaction report that we can download and send to clients, which has a space to write what the transaction is and a separate spot for the client to write the quantity, if it is a livestock transaction.

In Rural cashflow could be viewed as GST incl. Focus can view GST excl only. It would nice to have the option to select view type of either GST incl or GST excl.