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Using the toolbox

By
Megan Brown
on 6/5/17, 6:24 AM 137 views
This question has been included in the official documentation.

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Megan Brown

--Megan Brown--
Agrista (Pty) Ltd
http://www.agrista.com
2617
| 1 0 2
Cape Town, South Africa
--Megan Brown--
Megan Brown
On 6/5/17, 6:29 AM

Data can be entered into the FRP via the Toolbox.


Click the Toolbox button at the top right corner of the display.

A menu will appear on the right side of the page.

Each toolbox action listed can be used to enter data into the FRP.  

Work your way through the toolbox in the following order:


  1. Edit Overview & Account Details
    this is where you would capture the start date as well as the customer’s account details

  2. Allocate Farm Land Use
    - use this tool to identify how the land will be split and to capture the value of the customer’s farmland

  3. Define Enterprises
    - this tool combines the land components with the budgets you have prepared.

  4. Edit Production Costs
    - this tool opens a production cost summary which can be edited to reflect actual expenses

  5. Add Production Credit
    - this is used to capture all sources of production credit available to the customer

  6. Add Asset
    - capture the value of the customer’s assets  

  7. Add Liability
    - capture and edit the customer’s liabilities

  8. Add Income
    - add or edit any additional sources of income the customer may have

  9. Add Expense
    - include and edit any of the customer’s additional expenses

  10. Add Financials
    - add audited financials accrued during the past 10 years to the Balance sheet and Income statement tables of the FRP

Other tools:

  • Save Cashflow CSV - Monthly cash flow data is generated from all of the information captured in the Financial Resource Plan

  • Import Portfolio Data - update the FRP document with data from the customer’s portfolio

  • Export Portfolio Data - update the portfolio with data in the document

  • Share Document - select this option to share the document once completed

  • Flag

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Asked: 6/5/17, 6:24 AM
Seen: 137 times
Last updated: 7/7/17, 10:04 AM