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Setup auto-coding to save time and improve data accuracy

Accurate data is key to getting the most out of Cashmanager RURAL and auto-coding is the simple way to save time and ensure consistently accurate data.

Using auto-coding in your normal bank transactions or rural supplier imports, like PGG Wrightson or Farm Source, means items you regularly buy each month are instantly recognised. For example, ‘Tux’ (dog biscuits) could be recognised and automatically coded as farm working expenses.

Auto-coding can recognise a single word from a particular supplier. For example, the word ‘joiner’ could be auto-coded to water supply. The next time you buy a joiner from the same supplier it will be recognised instantly.

When you have regular suppliers the benefit is that you are consistently coding the same items to the same code. It saves time and makes data entry more consistent – you can 100% trust that data is accurate.

Watch our video on auto-coding and walk through how to auto-code in the Load Bank Transaction screen.

 

Watch our video on auto-coding and walk through how to auto-code in the Load Bank Transaction screen.

2 Comments

  • Tracey french says:

    Good morning,
    Can PGG Wightson be set up as a bank and have the feeds come through each month – in Cash Manager Focus.

    Thanks
    Tracey French

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