Phoenix - User Help

The Snapshot serves the same purpose as the Management Dashboard available in the Suite screen.  

The Gadgets shown in the Snapshot are independent to those shown on the Phoenix Dashboard on the Suite screen.

To create a Snapshot in the Office screen, click the Snapshot button on the toolbar then in the Snapshot window, click to add gadgets.

See Phoenix Dashboard for details on how to configure this window.

The Phoenix Notepad allows you to store notes which can be easily access from within the Financials module. The Notepad can have multiple tabs in which you can store different notes.

To create a Tab:

1.Click the button.

2.Give the Tab a name.

3.Click OK.

Each Tab will appear as a tab across the top of the window.

To create a Note:

1.Click the button.

2.Enter the name of the new Note.

3.Click OK.

Each Note for a Tab will be displayed in the list along with when it was last modified.

The icons located above the Notepad allow you to Edit the Note Title, Print, or Delete the Note.

The Notepad can be visible while any of the entry or reconciliation screens are open.

To open the Toolbox click click the button or click Tools on the menu bar and select Toolbox.  

There are three option available to you:

Loan

The Loan tab calculates interest and periodic repayments.  Enter the information relevant to your loan on the left hand side of the window.  Once you have the Loan Amount, Annual Interest Rate, Loan Term and Payments Per Year entered Phoenix will automatically determine the Regular Repayment, Total Interest on the principal for the period entered and the Total Payments on the right-hand side.  

Selecting the Details button displays the following screen:

This screen gives a complete listing of all repayments and the associated reduction in principal and accumulation of interest for your loan.

Additional factors that influence payments can be added here:

•Additional repayments can be factored in by clicking the Add Extra Payment button on the function bar (if no Final Value has been entered) - the schedule automatically updates the principal and interest amounts.  

•Tax deduction claims and depreciation, to calculate the net tax advantage derived from the item.  To do this, select the Tax Benefit tab at the bottom of the Details screen.  You will be prompted to enter in the depreciation rate for the item and your current tax rate.  The cash flow required to meet the repayments are re-calculated, having considered the items tax benefit to your business.

Investment

The Investment tab calculates returns on investment.  Enter the Deposit amount, the Interest Rate and the Term on the left hand side and Phoenix will automatically display your investment return on the right hand side.

FMD

The FMD tab calculates returns on Farm Management Deposits.  Enter the Deposit amount, the Interest Rate, and the Start and End dates of the facility on the left hand side and Phoenix will automatically display your return and Due Date on the right hand side. are open.