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Knowledge base
Animals
Getting Started
3
Animals Overview
Animal Statuses and Types
Navigating the Animal Record
Adding Animals
3
Adding an Animal
Required and Optional Fields
Importing Animals from CSV
Managing Animals
8
Editing an Animal
Recording Weights
Adding Notes
Rating an Animal
Assigning Sire and Dam
View all 8
Lifecycle Events
3
Marking an Animal as Sold
Marking an Animal as Dead
Resetting an Animal to Active
Searching And Bulk Actions
2
Searching for Animals
Bulk Animal Actions
Breeding
Getting Started
2
Breeding Overview
Natural Selection vs. Artificial Insemination
Managing Breedings
5
Creating a Breeding Record
Recording AI Details
Recording a Pregnancy Check
Marking No Calf
Editing and Deleting a Breeding Record
Reference
2
Breeding Field Reference
Breeding Statuses and Lifecycle
Calving
Calving
5
Calving Overview
Creating Offspring from the Calving Screen
Creating Offspring Manually
Viewing an Animal's Offspring
Recording Twins and Multiple Births
Dashboard
Dashboard
3
Dashboard Overview
Quick Actions from the Dashboard
Customizing Your Dashboard
Financial Management
Getting Started
4
Financial Dashboard Overview
Navigating the Finance Workspace and Ledger
Filtering by Date Range
Understanding the Review Queue
Transactions
5
How to Add a Transaction
How to Edit a Transaction
How to Delete a Transaction
Understanding Transaction Types and Payment Methods
Searching and Filtering Transactions
Receipts
5
How to Add a Receipt
Scanning and Extracting Receipt Data with AI
Working with Receipt Line Items
How to Attach a Receipt to a Transaction
How to Detach a Receipt from a Transaction
Categories And Vendors
3
Managing Financial Categories
Using Subcategories to Organize Expenses
Managing Vendors
Reports
3
Viewing the Profit & Loss Report
How to Read Your Profit & Loss Report
Exporting Financial Data
Profitability
3
Understanding Groups and Tags for Profitability
Assigning Transactions to Groups and Tags
Viewing the Profitability Report
Animal Sales
1
How Animal Sale Tickets Appear in Financials
Getting Started
Getting Started
4
Creating an Account
Logging In
Resetting Your Password
First-Time Setup
Groups
Getting Started
2
Groups Overview
Static vs. Smart Groups
Static Groups
3
Creating a Static Group
Adding Animals to a Static Group
Removing Animals from a Static Group
Smart Groups
2
Creating a Smart Group
Smart Group Criteria Reference
Managing Groups
5
Editing a Group
Customizing Group Columns
Using Groups on the Dashboard
Deleting a Group
Moving Animals Between Groups
Health
Health
6
Health and Treatments Overview
Adding a Treatment
Tracking Withdrawal and Booster Dates
Editing a Treatment
Deleting a Treatment
View all 6
Market Intelligence
Getting Started
3
Market Intelligence Overview
How Market Data Works
Understanding Market Data Sources
Sale Barns And Auctions
3
Browsing Sale Barns
Favoriting a Sale Barn
Viewing Auction Results
Sell Signals
4
Understanding Sell Signals
How Price Benchmarking Works
Reading the Recommendation
Updating Estimated Weights
Mobile App
Mobile App
2
Mobile App Overview
Installing the Mobile App
Pastures
Getting Started
1
Pastures Overview
Managing Pastures
3
Creating a Pasture
Editing a Pasture
Mapping a Pasture
Animal Movements
3
Moving Animals to a Pasture
Tracking Pasture History
Turning Bulls In and Out of Pasture
Crops And Maintenance
2
Managing Pasture Crops
Recording Pasture Maintenance
Reports
Getting Started
1
Reports Overview
Creating Reports
3
Creating a Custom Report
Choosing Report Columns
Setting Report Criteria
Using Reports
1
Exporting a Report
Settings
Account Settings
3
Farm and Herd Settings
Managing Users
Subscription and Billing
User Settings
2
User Profile Settings
Security and Two-Factor Authentication
Weaning
Weaning
4
Weaning Overview
Weaning an Animal
Bulk Weaning
Weaning Weights and Calculations
Workings
Workings
5
Workings Overview
Creating a Working
Defining Tasks for a Working
Processing Animals Through a Working
Completing a Working
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