A note on exporting Payments/Receipts on Invoices
You cannot export payments/receipts on invoices in a manner that is suitable for importing back into MoneyWorks. However you achieve the same result by using a variant of Edit>Copy. To export payments or receipts on invoices:
- In the Transaction list, highlight the payments/receipts to export
- Hold down the option key (Mac) or the shift key (Windows) and choose Copy from the Edit menu
MoneyWorks will copy the highlighted payments/receipts against invoices to the clipboard, ignoring those that are not payments/receipts against invoices. The format used is tab delimited with repeating fields.
You can paste this into a spreadsheet or word-processor, and save the resulting document as a text file if you wish, or option/shift paste it into a another MoneyWorks document.
To paste into another MoneyWorks document
- Open the transaction list in the other MoneyWorks document
- Hold down the option key (Mac) or the shift key (Windows) and choose Paste from the Edit menu
The import map for Payments on Invoices will be displayed.
Note: The target MoneyWorks document must have the same invoices (and Names) as the originating one, with unique invoice numbers.