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Accountant webinars

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As the number of farmers using Cash Manager Focus (CMF) is starting to increase, now is the time to get your accounting support team up to speed. Our three 50 minute webinars cover all the important areas of CMF and you can choose to book the sessions that are most relevant to your team.

Training will be delivered via Zoom, with an opportunity for discussion and clarification during the session.

1. High level overview of CMF: 50 minutes

Intended for directors and decision makers, this webinar provides an adequate understanding to respond to client questions re CMF benefits. 

Next Webinar: 09:00am Thursday Sep 3, 2020

Course content

  • Introduction to the CMF package 
  • Our rationale for changing to a fully cloud based solution 
  • What is the same, and what is different?
  • Project status /where we’re at 
  • Migration process /pricing for clients moving from CMR to CMF 
  • Impact on year end processing 
  • Impact on in-house/full-service clients

2. CMF Advanced training for technicians: 50 minutes

This 50 minute webinar is a follow on module from our Overview. This option provides in-depth training on Data Entry and Monthly Management Reporting for staff providing a full service management reporting service. 

Next Webinar: 09:00am Tuesday Sep 8, 2020

Course content

  • Migration process/pricing for clients moving from CMR to CMF
  • Transaction Coding and use of Coding Rules 
  • Invoice scanner, invoice coding and matching 
  • Using the completed screen 
  • Bank Reconciliation 
  • GST processing, cash and Invoice basis 
  • Managing Payables and Receivables 
  • Using the accountants report to check data before exporting 
  • Exporting to your practice GL 
  • Management reporting including Analysis by Code, Cashflow, Variance and YTD 
  • Troubleshooting tools 
  • What is coming next?

3. CMF Planning and management reporting: 50 minutes

This webinar is for senior staff who provide budget support. There is no pre-requisite required to attend earlier courses. 

Next Webinar: 09:30am Friday Sep 11, 2020

Course content

  • Introduction to CMF 
  • The rationale for changing to a fully cloud based solution 
  • What is the same, and what is different? 
  • Project status /where we’re at 
  • Migration process/pricing for clients moving from CMR to CMF 
  • Overview re capture of invoices and transactions 
  •  
  • Introduction to the planning screen and cashflow 
  • Introduction to livestock 
  • Planning using CMF either completing budgets for farmers or reviewing budgets, and providing management guidance 
  • Management reporting