Spread/copy etc options in plans
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Robyn Tomlinson
it would be great if more spreading options could be added, such as bi-monthly or quarterly, thanks
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Jo - Farm Focus
Merged in a post:
Spread Expense Item over Future FY column
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Wendy Verry
If you are budgeting an annual amount for an expense in Cash view and then using the spread option, For a 31 May balance date, I would like to be able to put the annual amount in July (June invoice paid July) and then spread over 12 months which would put the final amount in the Future FY column (May invoices paid June). Currently you can only spread this amount in July over 11 months.
Jo - Farm Focus
Merged in a post:
Copy function
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Sarah Walters
When in cashflow mode, and filtering by management tag, it would be great if the copy function did not copy over data that was filtered out of the current filter. Just like the old cash manager used to do. I keep copying over data that already exists in other filters.
Jo - Farm Focus
Merged in a post:
Copying multiple items in same category
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Stephanie Farm Focus
Would be very helpful to be able to copy more than one item within a category. Eg I can enter and copy $100 per month in interest payments but can't copy a second interest item for $200 in the same category.
Jo - Farm Focus
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Budget Items Clear Button
M
Merryn Maxwell
When we click on the Clear button, can we please have the option to only clear the selected budget item, not every budget item to the right.
Jo - Farm Focus
Merged in a post:
Copy fortnightly in plans
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Annelise Tarbotton
Would like to be able to copy a planned item fortnightly, rather than minimum monthly. We pay our worker fortnightly which means that to get the plan accurate I currently have to manually enter each fortnightly payment.
Jo - Farm Focus
Merged in a post:
Spread amounts across the months
E
Ellie Pike
Can there be another option to spread a value across however months even if there is a figure already in a code box for that month. You can spread the amount if the box is empty but not if it has a value there already. And it would be good when entering the amount via selecting a date and code to use that you could then select if you would like to spread the value.
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Natalie Masters
I'd like to say I still want this, trying to add in car expenses to plan and I can't copy say 120 to each month cos I've already put in wofs, services, repairs and regos in certain months. I have to do each individually. (tho I prob should have started with the fuel except once a wof or rego or ruc becomes an actual I normally pop that amount in the next years budget so I dont forget and then I still have to add the fuel to when it comes to creating rest of the budget)
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Anna Edgecombe
any update on this feature?
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Natalie Masters
I too would love this !!!
I do a lot of retyping in many codes because I have multiple things that get coded there and then I want the details of each separate to show the shareholders & directors of the farm.
another example is that I have two separate communications bills each month and I'd like to copy them both (and their details) to every month in the plan. I now do each for start of plan, then on next month do another entry of the combined amount, add notes and then copy that rather than copy the first month.
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Jane McLennan
Hi Robyn,
Thanks for your feedback. I have passed it to the developers for consideration. I will leave this post open for a couple of months to gauge others interest on your suggestion.
One potential work around is you could use the copy function to apply amounts bi-monthly and quarterly. Thanks for your ongoing custom.
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