The Cashmanager RURAL ‘Connect to GL’ release is now live, making it easy for farmers and their advisers to work together more efficiently. The beauty of this release is that it enables farmers and their accountants to work with one set of data but have two views. The initial release enables accountants to connect with New Zealand’s most widely used GLs – Xero and MYOB.
When software is cloud-based, there are many advantages but removing the need to rekey data is one of the most tangible benefits. This release enables the efficient transfer of Cashmanager RURAL online transactional data to both Xero and MYOB practice software via the cloud.
Farmers can focus on managing the farm with real-time livestock, budgeting, reporting and cashflow information at their fingertips. The cash view farmers’ need for making on-farm decisions isn’t compromised, but the accountant also gets the information they need, when they need it.
Accountants can efficiently transfer Cashmanager RURAL data to their practice GL to complete compliance, tax estimations and monthly, quarterly or end of year reporting. Data can be transferred as required, with the accountant selecting the preferred reporting period for export to the GL.
It’s a win, win!
“We are very excited about Cashmanager RURAL’s GL integration. It will give us greater reporting consistency and streamline our processes. Having the flexibility to export data in line with our clients financial reporting timeframes is an added bonus”.
Melissa Gleeson, Senior Accountant, Rural CA
This release enables Cashmanager RURAL to retain its farmer centric approach but makes it possible for accountants to streamline their processes. The initial release includes a connect GL for Xero and MYOB, but more GL collaborations are in the pipeline.
Data is seamlessly transferred to Xero through an Application Programme Interface (API) which connects between Cashmanager RURAL online and Xero.
The connection with MYOB’s Accountants Office software manages the transfer of information between Cashmanager RURAL and the practice software via the cloud.
Your accountant will need to initiate the set-up as this is a transfer of data from Cashmanager RURAL online to your accountant’s practice software. All accountants with a Cashmanager RURAL online login have had the “Connect to GL” release enabled on their account.
To view, login via www.cashmanagerrural.nz and select a database. The connect to GL button will be on the top right of your screen.
If you are an accountant or rural professional and are having trouble locating this new feature give our helpdesk a call on 0800 888 080.
The Cashmanager RURAL HelpCentre has information available to assist accountants to complete the set-up process.