MoneyWorks Blog

 

Billings Pro – Recording and Invoicing Time

Posted on 25 May, 2011 by Grant

The new version of Billings Pro from Marketcircle (developers of the award winning Daylite CRM package) provides an awesome level of integration with MoneyWorks Express, Gold and Datacentre (version 6.0.5 or later).

Billings Pro is a time tracking and invoicing system that allows multiple users to record time on a variety devices, using a native app on Mac and iPhone, and a web app for Windows, Linux, Android, Blackberry Torch, Palm Pre and iPad. This data is seamlessly sent to your Billings Pro “server” application running on your own Mac, where it can be collated, approved and invoiced out. The resultant invoice is transferred seamlessly to MoneyWorks Express, Gold or Datacentre, where the accounting process takes over.

The integration that Marketcircle have achieved with MoneyWorks is truely impressive. When you run Billings Pro, it quietly integrates MoneyWorks behind the scenes, so it knows about the general ledger accounts and customer information that is in MoneyWorks. MoneyWorks also integrate with Daylite and FileMaker, providing a central accounting hub for your workflow.

For more information on Billings Pro, visit the MarketCircle website.

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Effective Stock

Posted on 19 May, 2011 by Rowan

One of the much requested features in MoneyWorks Gold 6 was the ability to see Effective Stock levels when entering sales orders (i.e. the Stock-on-hand minus whatever has already been allocated on other sales orders).

To display Effective Stock on a Sales Order instead of stock-on-hand, click the column heading for the SOH column in the sales order entry. The heading will change to “Avail”. This setting will stick until you click the heading again to change it back to SOH.

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Posted in Tips

Office 2011 SP1 issue

Posted on 11 May, 2011 by Rowan

MoneyWorks 6 added support for sending emails via Office Outlook 2011 on the Mac (in addition to the already-supported Entourage and Apple Mail). Outlook 2011 has a completely different scripting dictionary from Entourage, which is why MoneyWorks 5 won’t send via Outlook.

Recently Microsoft released an update to Office 2011 (“Service Pack 1″). They made quite a few changes to the Applescript support in Outlook. Most of these are improvements, but one change seems to be a bug. This results in the to recipient address not being added when emailing from MoneyWorks 6.

We’ll have a fix to overcome this change in the next MoneyWorks 6 update. In the meantime it will be necessary to enter email addresses into Outlook manually when sending from MoneyWorks. We regret the inconvenience.

It’s worth noting that if you email large batches of invoices, you might find it more convenient to bypass your email client and use the new Direct SMTP emailing support in MoneyWorks 6. You can set this up in MoneyWorks Preferences, by specifying the name of your (or your ISP’s) SMTP server. MoneyWorks will send out emails with attached PDF invoices or statements directly via this server, and optionally BCC a copy to you.

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MoneyWorks News Feed

Posted on 13 April, 2011 by Rowan

You may have noticed that MoneyWorks 6 includes a news feed. Newsfeed items are clickable links that appear at the bottom of the welcome page and also at the bottom of the navigator sidebar when the navigator window is large enough.

News feed on the Welcome screen

News feed on the Navigator sidebar

We’ll occasionally post news feed items to help keep you up to date with what is happening in the MoneyWorks world.

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SmartBiller: Recording Time on the Go

Posted on 8 April, 2011 by Rowan

SmartBiller is a new time management system that links directly into MoneyWorks, allowing you to track time on the go and update your accounts in real time. Running on any combination of Smartphones (Android/iPhone/iPad) and Desktops (Mac and Windows), SmartBiller allows for multiple time entries to be recorded against Jobs, and for these to be centralised on a web administration system for approval. They are then synchronised with MoneyWorks Datacentre for seamless invoicing. Clicking a job timer will accumulate time for the job, automatically pausing the previously running timer. You can easily toggle between active timers, pausing and starting as required. The SmartBiller web administration system has powerful time analysis and reporting functions and allows for centralised control of Clients, Cost Centres (projects) and Jobs to push this information out to company wide devices. SmartBiller starts at just $9.00 per user per month (min 5 licenses). For more information please view www.smartbiller.co.nz or contact info@smartbiller.co.nz.

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Posted in Products

MoneyWorks gets IRAS approval

Posted on 8 April, 2011 by Rowan

Singapore users will be pleased to know that MoneyWorks Gold 6 has received IRAS approval. As well as including the required IAF audit report, MoneyWorks 6 also includes the Singapore GST F5 Guide, making it even easier to prepare your GST. For more information visit moneyworks-asia.com

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Posted in News

Tip du Jour: Setting your MoneyWorks 6 Preferences

Posted on 8 April, 2011 by Rowan

The MoneyWorks Preferences (under the Edit menu, and not to be confused with the Document Preferences) enable you to specify how you want MoneyWorks to operate on the particular computer you are using. For example, you might like to have your on-screen lists in a bigger font size (or a different font altogether), which you can do on the Fonts panel of the Preferences.

In the Documents panel, there are preferences to prompt you to backup (you should have this on for at least once a week), and a new preference for “Multiple Instances”. Turning this on (it is off by default) allows you to have multiple copies of MoneyWorks running on your computer (e.g. you might want to have several different sets of accounts open at once).

In the Emailing tab, you can set MoneyWorks to bypass your mail client when sending emails by using your SMTP server directly (you’ll need to provide the details). If you do this, emails that you create will be sent directly, and will not open in a new window in your mail client (Outlook, Mail or whatever). This is a great way to speed up the sending of batches of emails.

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Posted in Tips