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A key P2PAgri capability is the integration with the accounting platform Xero. This happens in two levels of P2PAgri:
ESSENTIALS – Trial Balance data can be imported from Xero into the ESSENTIALS level of P2PAgri. Here data is prepared to provide business management analytics and past important financial trends of the business. The Management Profit and Loss and Management Balance Sheet are created, along with essential business performance ratios.
SEASON – A detailed planned monthly cash flow is created in P2PAgri at the beginning of the farming season. As the season unfolds, actual monthly income and expenditure data can be imported from Xero to automate the cash flow planning and monitoring process. This makes this important financial management process automated and easy to maintain.
Instructions for importing Xero data to monitor monthly cash flows
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 | If you do not have the correct P2PAgri category to select from, scroll down and left-click the orange ‘Save’ button, go back into P2PAgri and add the item into the appropriate part of P2PAgri. Note this could be in the menu areas of Paddock through to Financials. If it’s a variable cost category it is likely to be in Livestock, Pastures or Cropping. If it’s an overhead category it’s likely to be in Financials > Fixed Costs. Once you have entered the category then repeat from the start of Step 3. Repeat this until all categories are matched. Please note P2PAgri will remember your matching once ‘saved’, so each month’s Xero importing will become more automated. |
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 | a) Chart – Selecting SEASON > Cash Flow > Chart will show a data graphically, showing the progress of the monthly cash flow. The ‘blue’ line showing planned and the ‘orange’ line showing actual. |
 | b) Comparison – By selecting the ‘Start Month’ and the ‘End Month’ Comparison will show the difference of each category between the planned and actual. This highlights where the significant changes have been in the budgeting process. |
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