Creating detailed transactions
The account schedule allows you to enter detailed transactions
Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

In the planning grid you can enter values at a summary view by default - just enter the values straight into the editable cells and it'll save for you automatically.

But for some transactions, like a Fertiliser or Feed purchase, you may need a bit more detail. You can do this by entering detailed transactions. These detailed transactions can be added into an accounts account schedule screen.

To access the account schedule, click on the account name in the Planning grid > Account schedule.

Once in there, you'll have a greater level of control over what goes into your plan for the year.

Non-cash transactions

If you need to, you can mark individual transactions as being accrual only.
Enter an accrual date, mark it as non-cash, and you're good to go.

Tax exempt transactions

Figured calculates all your tax based on your cloud-based accounting software's chart of accounts. But sometimes you need a one-off transaction with no tax calculating.ย 

Switch out the default rate for no tax.

You can also choose to mark a transaction as tax inclusive or exclusive.

Repeating detailed transactions

Simply enter the details and the repeat frequency of your detailed transaction and hit save. This will then automatically create the forecast transactions according to your repeat settings through to the end of the current season.

Once these forecasts have been created you can also view them in the planning grid and change the value again without effecting any of the other repeated transactions.

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