How To Manage Your Enterprises
What you need to know:
Enterprise reporting helps you measure the profitability and costs of individual areas of your operation, such as specific crops or livestock enterprises, rather than viewing only your farm's overall financial results. To ensure accurate enterprise reporting in AgExpert Accounting, you must create enterprises and assign appropriate percentage allocations to your income and expense accounts.
What you need to do:
Determine what Enterprises you wish to receive reports for.
Know the percentage split for your enterprises based on income and expense accounts.
How to (Step by Step):
To begin, add a new Enterprise:
Click More.
Select Enterprises.
Click Add enterprise.
Enter Enterprise name.
Click Save.
Note: If you need to remove an Enterprise, select the Enterprise name, click Delete and then select Confirm.
Once you have entered all your Enterprises, you can enter your percentage splits in a few ways:
Enter a percentage for each income or expense account under each Enterprise column; or
Click the button under the Allocation total to create an even split among all your enterprises; or
If you have previously set up enterprises in another fiscal year, you can copy those percentages to the current fiscal year by clicking on Copy from another year.
Tip: You can use the Clear splits button to erase all numbers in an Enterprise column.
Click Save.
Tip: You can use the search filters to help find specific accounts. If you know the name of the account, you can type it into the search filter or use the drop-down menu to see only Income or Expense accounts.
References and Additional Resources
Still have questions? Contact support
Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the question mark Icon in the top right of AgExpert Accounting at any time.