FarmBooks User Guide

• Section 1: Farm Options
  • Open Farm
    • Open Demo Farm
  • Setup New Farm
    • Setup Bank Accounts
    • Add Frequently Used Vendors
    • Add Employees
  • Close Farm
  • Backup Farm
  • Restore Farm
  • Import Field Manager Corrections
  • Export Data
• Section 2: Farm Year-End Tasks
  • Complete All Year-End Tasks
  • Advanced Steps (Alternative to Complete ALL Year-End Tasks)
    • New Fiscal Year
    • Update Tax Table
    • Payroll Calendar Year-End
  • Year-End Refresh Options
    • ATIGD Codes to Standard Defaults
    • Inventory from Prior Year Ending Values
    • Balances from Prior Year Ending Values
    • Budgets from Prior Values
• Section 3: Printing Checks
  • Print Checks and Paychecks
• Section 4: Farm Preferences
  • Options Tab
  • Backup Tab
  • Cover Page Tab
  • E-mail Tab
  • Sound Tab
  • Printer Tab
  • Sort Tab
• Section 5: Inventory
  • Beginning Inventory
  • Ending Inventory
  • Livestock Production
• Section 6: Balances
  • Bank Balances
  • Loan Balances
  • Receivables Balances
• Section 7: Codes
  • ATI-ATIGD Code (Account Codes) Structure
  • ATI-ATIG/D Codes
  • Activate and De-activate ATIG/D Codes
  • Payroll Defaults
  • External Codes
  • Enterprise Codes
• Section 8: Taxes
  • Tax Table
• Section 9: Personal Information
  • Farm Information Tab
  • Contact Information Tab
  • Product Information Tab
• Section 10: Planning
  • Budgeting
  • Tax Planning
• Section 11: Enterprise
  • Allocations
• Section 12: Utilities
  • Re-index
  • Analyze/Recalculate Farm Totals
• Section 13: Accounting Register
  • Register
  • Detail Register
  • Register – Reconcile
• Section 14: Checks
  • Checks – General Instructions
  • Checks – Menu Selections
  • Paychecks – General Instructions
  • Paychecks – Menu Selections
• Section 15: Deposits
  • Deposits – General Instructions
  • Deposits – Menu Selections
• Section 16: Invoices
  • Generate Invoices
  • Invoice Preferences
  • Invoice Tab
  • Invoice Reports
• Section 17: Batch Entry Tab
  • General Overview
  • Batch Menu
  • Grid Popup Menu
  • Rules Menu
  • Batch Options: Entry Preferences
  • Batch Options: Clear Grid Sorting
  • Batch Options: Clear Grid Filtering
  • Import Data from the Bank, Credit Card Company, or Other Software Packages
    • Create an Import Data Map
    • Import Bank Transactions
  • Payee Naming Rules
  • Batch Activities
  • Edit Buttons
  • ATIG/D Grid Column Buttons
  • Payee/Vendor Description Column
  • Grid Overview
• Section 18: Payroll
  • General Overview
  • Quick Start Steps
    • Step 1: Define any Custom Earnings and Deductions
    • Step 2: Create Payroll Defaults
    • Step 3: Obtain Latest Tax Tables
    • Step 4: Setup Employees
    • Step 5: Write Paychecks
  • State Tax Calculations
    • Standard State Calculation
    • Special State Calculation Rules
  • Payroll Defaults
    • Button: Retrieve ATIGD Items
    • Button: Local / Custom Rules
    • Button: Tax Tables
  • Employee Setup
  • Tax Table Setup
    • State Standard Deduction Types
    • Additional State Calculation Rule Deduction Types
  • Paycheck Writing
  • Payroll Reports and Paying Federal and State Tax Deposits
    • Payroll Reports and Paying Federal and State Tax Deposits
    • Recording Payroll State Tax Deposits
  • Year-End Processing