Accounting and Mileage

Accounting and Mileage

The Accounting section is the financial hub of FarmPath.

Quick Add Options

From the Accounting home screen you can quickly create:

• Sales
• Expenses
• Losses
• Mileage entries

Management Areas

Accounting also includes management screens for:

• Products
• Places
• Vehicles
• Payment Sources

Reports and Review Tools

Use the Accounting area to open:

• Ledger
• Reports
• Analytics
• Archive
• Recent Activity

Best Setup Order for Accounting

For the smoothest experience:

1. Add your Products first
2. Add Places you visit regularly
3. Add your Vehicles if you track mileage
4. Add Payment Sources you use for sales or expenses
5. Start recording sales, expenses, and losses

Mileage Notes

Mileage is closely tied to vehicles and locations. If you want accurate mileage reporting:

• Keep your vehicle list up to date
• Record starting mileage for the year when prompted
• Use clear place names and locations
• Recompute mileage after a major import if older data needs cleanup

Tips for Sales and Expenses

• Set up products before importing or entering sales regularly
• Use clear place names so location history stays useful
• Keep payment sources organized if you want better reporting
• Review Recent Activity often to catch entry mistakes quickly