Rolling Draft
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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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Mikayla - Farm Focus
Merged in a post:
Draft plan
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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.
Mikayla - Farm Focus
Merged in a post:
New Scenario Planner
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William Busby
Copy of working plan does NOT link closing and opening bank balances between years. Hopeless!!!
This is a fundamental feature that used to exist in Cash manager. It needs to be ressurected in Farm Focus.
It is a waste of time doing forward scenario budgets if the years do not link together.
Please get this on the forward feature improvements ASAP!!
Mikayla - Farm Focus
Merged in a post:
Future FY items in draft plans
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Tamsin Humphries
It would be great if we could link draft plans in different FY's to be a continuum like the working plan.
This way we could use the feature of adding future FY items using the payment term in draft plans.
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Montie Hare
It would be good to have different draft plans that continue across financial years.
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Jane McLennan
HI Tasmin,
Thank you for your feedback. The ability to link draft plans in different FY's to be a continuum, like the working plan, is in our backlog. We will advise you when its status changes. Cheers.
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Tamsin Humphries
Jane McLennan: thats great news thanks.
Farm focus
Hi Annie,
Thanks for your feedback. This is a great idea and we will put this request through to our enhancement team to consider for development. We will keep this post open to monitor votes.
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William Busby
Yes I realise you can do this for one year. By my scenarios run for four or five years. All stack and cash data for the period needs to link like the main operating plan.
It doesn’t do that at the moment.
Hopeless
Farm focus
Hi Bill, when you create a draft plan you have the option to copy from another plan or to start from fresh. You can click into the Settings icon in the Draft plan to choose to use opening balances from your actuals by clicking the "Copy account details to plan" button. You can also do this with your livestock numbers.