Enter account details

If the customer has an existing credit account with your company, you can capture these details as follows:

  1. Click the Toolbox button in the top right corner of the page.

  2. Click on the Edit Overview & Account Details option

This opens the Overview & Account Details modal, shown below, where you can capture the following information:

  • Account Number - the reference to the customer's account

  • Opening Balance - the balance in the customer's account at the start date of the FRP

  • Current Limit - the limit on the customer's account at the start of the FRP

  • Interest Rates - interest rates for credit and debit on the customer's account

  • Depreciation Rate - the rate of depreciation on the customer's assets

You can also enter the date of the farm visit and modify the start date of the FRP.
Make sure the date is formatted as follows: dd/mm/yyyy

Overview & account details

Click Save to return to the FRP.

The Cash Flow Budget graph and table will update to reflect the information you have just entered:

Cash flow budget