Intermediate · 15 min
Review your farm financial statements
Check profit, cash movement and balances before sharing a report.
- 1
Choose a period
Set the report period and display currency; check the exchange-rate assumption.
- 2
Review source records
Compare income and expenses with receipts, payments and stock use; resolve missing allocations.
- 3
Reconcile cash
Compare recorded transactions to bank and cash evidence; profit and cash flow are not the same.
- 4
Export and review
Download the report and check totals, dates and assumptions; management reports do not replace an accountant’s statutory statements.