Date	Loan type	Original principal	Remaining principal	Cumulative Interest	Total debt	New interest (this period)	Repayments (previous period)	Total owed

Date	Value	Commodity

ID	Type	Payment due
Totals:

N/A

N/A

N/A

N/A

N/A

N/A

Farms

N/A

Training Sessions

N/A

visits

Payments outstanding

N/A

Loans outstanding

N/A

Commodity purchases

N/A

Interest accrued

N/A

Future payments

N/A

Payment summary

Conditional payment agreements:
Payments made:

Payments outstanding:

Conditional payment agreements

Entry date	Farm ID	Farm size	Units	Management unit	Exit date	Potential payments
Total(s):

Loans summary

Loans disbursed:
Interest accrued:
Repayments:

Loans outstanding:

Loans disbursed

Date	Loan ID	Type	Interest rate (%)	Compound interest	Nature	Material type	Number of units	Value per unit	Value
Total(s):

Transactions summary

Interest accrued:
Commodity purchases:

Payments:
Repayments:

Net payment:

Past transactions

Date	Payment value	Repayment value	Net payment	Interest accrued	Commodity purchases
Total(s):

Future payment summary

Loans disbursed:
Interest accrued:
Repayments:
Payments outstanding:
Anticipated interest payments:

Total future payments/repayments:

Future payment schedule:

Year	Net payment
Total(s):

FARMER DOCS

Management Unit

N/A

Trees per hectare

Basic data:

Year Farm Created:

Elevation (MASL):

Avg Precipitation:

Community:

Region:

Sponsored by:

Activities in the last 30 days

Breakdown of Activities

Activities over last 12 months

Farmers: Avg Days Since Last Visit

Total Farmers Managed

N/A

N/A

N/A

Training Sessions (#)

Geo-location Verified (%)

Farm ID	Agroforestry System	Planting Year	TPH	TPH score	BAHA	BAHA score	Total score

Type:

Region:

Technician:

date range

Start date::

End date::

Payments (USD)

N/A

Foreign Currency

N/A

Date	Region	Technician	Farmer	Type	Value	Foreign	File
Total:

Select parcels

Planting year

Region

Monitoring date range

From: To:

Monitoring Date	Version ID	Farmer name	Area	Management Unit	Threshold	tCO₂	Basal area/HA (m²)	Trees/HA	Yield	Target
Total:

Program status:

Region

Technician

Farmer entry date range

From: To:

Farmers

N/A

Male

N/A

Female

N/A

Farm status:

Region

Management units

Technician

Sponsor

Farm entry date range

From: To:

Farms

N/A

Area (Ha)

N/A

Farmers

N/A

Farmer	Parcel ID	Parcel entry date	Region	Management unit	Technician	farmSize	sponsors

Technician

activity

date range

Start date:

End date:

visits count: 0

verified count: 0

Training Sessions (#)

technicians

Geo-location Verified (%)

technicians

visits

Program variables define the choices available on your mobile phones and how Farm-Trace displays your information.

Management Units

Module:
Regions
Species

Module:
Technicians

Add or edit technician licenses working in the program. Each technician gets their own login credentials.
Module:
Jobs

Choose the job types that will show up in your program's mobile app.

Module:
Farm-level documents

Module:
Loan types

Create and edit loan templates including interest rates, payment and repayment terms and default provisions.

Module:Farmer Loans
Commodities

Create the list of commodities that will be produced.

Module:Farmer Harvests
Materials

Create the list of materials used that mobile users distribute.

Module:
Points of interest

Create the different types of points of interest users can choose from for your program map.

Module:
Sponsors

Create the list of sponsors within your program. Sponsors can be identified with specific farms.

Create

Create

Create

Choose the activities that will show up in the phone app.

Create

Description

Icon

Edit

Name

Terms

Maximum Loan Amount

Per

Annual Interest Rate (%)

Type

Repayment Schedule

Repayment Type

Total repayment period (months)

Repayment Holiday (months)

# of repayments within repayment period (months)

Cancel

Create

Create

Create

Region

Regions are broad geographical areas where your program operates. Regions can be municipalities, cantons, departments, etc. Program data can be presented by region.

Photo

Edit

Region name

Communities within region

Regions can be made up of many Communities to help locate people. Communities can be villages, towns, settlement, etc.

Cancel

Choose the tree species available in your program and change their local names.

Tree Species Master List

Latin name	Program name

Mobile Phone List

	Latin name	Program name

Use a local name for this species so that mobile users have an easier time identifying a species.

Program name

Show measurements (these allow you to record up to add 3 additional measurements of a given plant to forecast yield and add an explanatory image to help mobile users understand this variable.)

Cancel

Create

Farm selection criteria

Technician

Region

Management unit

Farm entry date range

From: To:

Parcel PV	farmer	Entry date	Region	Technician	Management units	Sponsors

Create

Assign who has access to what information on their mobile phones.

Farmers

description

Points of interest

description

Financials

description

Farmer selection criteria

Technician

Region

Farmer entry date range

From: To:

Farmer	Entry date	Region	community	Technician

Financial Data Cutoff Date

Past data will still be stored in the cloud. Any data from BEFORE the cutoff date that hasn't been synced on the phone will be permanently deleted.

Point of interest selection criteria

Technician

Point of interest type

Point of interest date range

From: To:

Name	Entry date	Type	Technician

Description

Farm

description

Account Settings

Change password

Change password.

Program settings

Edit program settings.

Create

Trace-Code	URL	Edit	Delete

Basic Information

Trace-Code Name

Branding Information

Branding Logo

Edit

Branding Background

Edit

Example TC Page

Primary title

Secondary title

Button text

Parcel Information

Parcel start date

disable

Parcel end date

disable

Management Units

Sponsor

Purchase Information

Purchase start date

disable

Purchase end date

disable

Commodity

Cancel

TESTING