If your growers have arranged credit lines through FCC or Scotia, agrē can help you track their spending.

The 3rd Party Credit Import Details and 3rd Party Current Credit Balances data exports include credit details.

What you'll find:

I want to read the 3rd Party Credit Management white paper (with lots of screenshots).

Adding 3rd Party Credit

To add 3rd party credit institutions

Navigate to Accounts Receivable > Manage > 3rd Party Credit

In the Credit Institution column, select the bank.

In the Credit/Load Description column, enter a description (50 char max).

Ensure the Active check box is selected.
Active is selected by default.

Click Save.

Editing 3rd Party Credit

You can edit the Credit Institution as long as it has not been used.
You can also change the Active status to activate or deactivate.

To edit 3rd party credit institutions

Navigate to Accounts Receivable > Manage > 3rd Party Credit.

Make your changes.

Click Save.

Deactivating and Activating 3rd Party Credit

When you add 3rd Party Credit, the default setting is active, but you can also reactivate one that has been deactivated.

To deactivate 3rd party credit institutions

Navigate to Accounts Receivable > Manage > 3rd Party Credit.

In the Active column, clear the Active check box of the credit institution you want to deactivate.

Click Save.

To activate 3rd party credit institutions

Navigate to Accounts Receivable > Manage > 3rd Party Credit.

In the Active column, check the Active check box of the credit institution you want to activate.

Click Save.

Removing 3rd Party Credit

You can remove a dit institution as long as it has not been used.
If it has been used, you can deactivate it so it cannot be used again.

To remove 3rd party credit institutions

Navigate to Accounts Receivable > Manage > 3rd Party Credit.

Select the credit institution you want to remove.

Click Remove .
If the button is greyed out it indicates the credit institution has been used and cannot be removed; consider deactivating it instead.

Click Save.