Extend plans
A
Annie Cates
Hello, when we are looking at opportunities we need to create draft plans for ourselves and also to present to the bank and other investors. These plans are generally 3 or 5 years, so having the Drafts as a single stand alone year is very inconvenient. The ability to extend and carry on a draft over multiple years would save having to update opening balances every time a change is made, keep opening stock numbers tidy and report GST over balance date correctly to name a few. I would not want to set this as a working plan because they are not yet the main budget. Can we please have the ability to extend a draft over multiple years?
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Jo - Farm Focus
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Custom plan views
B
Barbara Townshend
I would like the Planner configuration to show the second line with Quantities and then set this so that it stays the same whenever I go in and out of Planner.
Currently everytime I go out it defaults back to one line and I have to wait for the second line to reload - a lot of time wasted.
Jo - Farm Focus
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Moving the revision date
A
Amanda Benson
It would be awesome if we could move the revision line in plans or livestock by clicking on it and dragging to another position. Like you can with column widths in excel.
Jo - Farm Focus
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column choices in plan
N
Natalie Masters
I notice we can now choose different columns to hide or show in the actuals screens, (well in the needs action screen at least)
Is there anyway we can have similar choices in plan?
eg hide invoice date
Unless it is around the end of year with making sure each invoice is coded to correct year I don't need to see that. It is just more data filling the space, and it's one more thing to get off track with whilst working on paperwork with the non computer using farmer
cheers
Jo - Farm Focus
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holding onto cashflow view last viewed
D
Debbs` Taggart
when you go into the cashflow and you say have revised on the top line and you put budget baseline on second line and then you go back to transaction screen and return to cashflow - you have to reset it all again - can we have a default view in the cashflow perhaps
Jo - Farm Focus
Merged in a post:
Comparison Line to hold
B
Barbara Townshend
I would like to keep the Comparison Line persistent in between using the Working Plan and also for the line to be in a different colour on the screen and when printed off.
Mikayla - Farm Focus
Merged in a post:
Modelling "what if" scenarios across multiple years
M
Murray Taggart
We are looking at leasing another property and were modelling the financials in Farm Focus as a separate plan. That is fine for the first year, but when you go to model the second year, you can't get the Year 1 closing position to automatically roll forward into Year 2, as happens with your normal working plan. It would be really helpful if plans with the same name could be set to roll forward. This is particularly the case with our business where we are an arable farm and have large portions of cash receipts from a particular harvest that are received beyond the current year balance date.
Mikayla - Farm Focus
Hi Debbs, thank you for your feedback.
I will keep this post open to gauge support from other users and pass it on to the development team for consideration.
Mikayla - Farm Focus
Merged in a post:
Draft plan
s
sara heard
Could there be a rolling draft plan that rolls into the following year. It would be great if grazing stock coming onto farm could be recorded and then leave in the next years draft.
B
Barbara Townshend
Maybe I use my Plan more frequently than others but any chance this could be looked at please
Mikayla - Farm Focus
Hi Natalie, thank you for your feedback.
I will keep this open to gauge support from other users.
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