Search found 18 matches

by gerryc
28 Aug 2013 08:11
Forum: General MoneyWorks
Topic: Possible Bug in applying Receipt from within customer card
Replies: 4
Views: 2197

Re: Possible Bug in applying Receipt from within customer ca

It is also happening with me. Can do it from the Transaction List but NOT from the customer card.
by gerryc
21 Jun 2013 07:12
Forum: Jobs and Time Billing
Topic: Job No. in Purchase Invoice list
Replies: 2
Views: 2405

Re: Job No. in Purchase Invoice list

Don't think that's possible since a transaction, in your case a Purchase Invoice, can have multiple detail lines and each detail line can possibly have a different job number.
by gerryc
11 May 2013 02:28
Forum: Canadian Issues
Topic: HST(GST) Report
Replies: 4
Views: 3525

Re: HST(GST) Report

If you are in BC then you should have a GST tax Code (of GST/Vat type) with a 5% tax rate. You then need to have a PST Tax Code (of Sales Tax type) with a 7% tax rate. You then need to have a Tax Code that is of Composite tax type that incorporates the GST and PST tax codes. Once all that is done yo...
by gerryc
04 Jan 2013 12:15
Forum: General MoneyWorks
Topic: Money Works book Keeper
Replies: 1
Views: 1283

Re: Money Works book Keeper

You should contact the North American support people at support@moneyworksgold.com as they will probably know of someone or at least point you in the right direction.
by gerryc
14 Jun 2012 06:38
Forum: General MoneyWorks
Topic: Change of ownership
Replies: 8
Views: 3253

Re: Change of ownership

Exporting the data out of MW is easy, but as Charleshorse mentioned importing into Simply will prove to be a challenge as they are horrible in importing data from any other software. I think it's to force you to do it "their way". I know as I did actually switch to Simply but gave up and w...
by gerryc
19 Apr 2012 09:43
Forum: General MoneyWorks
Topic: Sosu .. or anyone re: JE
Replies: 4
Views: 2546

Re: Sosu .. or anyone re: JE

Thank you for the reply. I too wondered the same thing and I see what you mean by MW not allowing you to do it as a Journal. I suppose I just wanted to get some feedback to make sure I was thinking in the same direction. Once again I will let my accountant know ... and I will mention what you said a...
by gerryc
19 Apr 2012 05:07
Forum: General MoneyWorks
Topic: Sosu .. or anyone re: JE
Replies: 4
Views: 2546

Sosu .. or anyone re: JE

Hi there I am doing our year end adjusting journal entries and need to Credit our accounts receivable. The General journal does not let me do it (as I know you cannot use a/r and a/p accounts in a journal) and suggests creating an accrual account. Can anyone please advise? I'm no accountant, but I k...
by gerryc
29 Mar 2012 06:26
Forum: Forms and Forms Design
Topic: GST amount on statements
Replies: 3
Views: 2251

Re: GST amount on statements

I don't suppose you happen to know how to change the calculation? I've tried but I can't figure it out.


Open the Statement in Forms Designer and create a new column and use the following calculation ... Transaction.TaxAmount
by gerryc
17 Mar 2012 10:20
Forum: General MoneyWorks
Topic: Creating a Quote.
Replies: 7
Views: 3746

Re: Creating a Quote.

First of all, thanks you for your time in answering this question. Sounds silly that a fine piece of accounting software does not have the ability to make Quotes. Even Quickbooks quick start can create quotes! As Tabitha said you need Moneyworks gold to do quotes. I too had Express and have upgrade...
by gerryc
17 Mar 2012 10:11
Forum: General MoneyWorks
Topic: Sales Order List View Customization
Replies: 2
Views: 1825

Re: Sales Order List View Customization

How do i display the "Custom1" field from the Customers records in my Sales Order List-View? I think this is surely possible and i guess we only need the right formula. Any help will be highly appreciated. In the Customise List View select the Heading field and the formula should be: Look...
by gerryc
08 Mar 2012 04:34
Forum: General MoneyWorks
Topic: Data Entry
Replies: 6
Views: 3532

Re: Data Entry

It can be done with this software cause I had to do the same thing ... or should I say my accountant did it since I'm not an accountant. It would either be a Journal entry credit/debiting the various accounts. However if you want to track the HST, what I would do is enter a Purchase invoice for the ...
by gerryc
04 Jul 2011 06:41
Forum: Forms and Forms Design
Topic: Our company name isn't showing
Replies: 3
Views: 2271

Re: Our company name isn't showing

Are you on version 6? If so I suspect that you have a Duplicate Result name in one or more calculation objects.
by gerryc
04 Jul 2011 06:33
Forum: Reports and Report Writing
Topic: Year to Date P&L
Replies: 10
Views: 5444

Re: Year to Date P&L

I believe it's a matter of opening the Balance sheet in Report Writer and deleting the "Last Year Column" ... at least that is what I did in version 5 and saved as a "custom" report. When I upgraded to version 6 it simply worked fine, so unless they changed some of the "Part...
by gerryc
01 Jul 2011 10:55
Forum: General MoneyWorks
Topic: Using Dropbox with MW Express
Replies: 2
Views: 1767

Re: Using Dropbox with MW Express

Hi Darren;

I use Dropbox to move my file back and forth between my office and my home (Macbook at home) all the time. The thing to remember is that you need to have the company file on the hard drive of the machine you're working on and to make sure that it's always the same file you're using.
by gerryc
01 Jul 2011 10:51
Forum: Canadian Issues
Topic: starting balances
Replies: 1
Views: 2433

Re: starting balances

Take a look at the link below as it does help in getting a file started. However it may be best to contact the support desk as they may be able to point you in the right direction ... best of all it's free.

http://moneyworks.ca/articles/v6-quickstart-guide
by gerryc
11 May 2010 07:11
Forum: Canadian Issues
Topic: It is not calculating the tax correctly
Replies: 3
Views: 3728

Re: It is not calculating the tax correctly

The system is not calculating the tax correctly The code I am using is to calculate the GST & PST but the amount doesn't match my bill. When I try to put in the final price, it won't work & when I try to change the tax amount, it changes the base price If I set up an account just for GST &a...
by gerryc
01 Apr 2010 17:07
Forum: General MoneyWorks
Topic: I've done almost everything right but......
Replies: 1
Views: 1679

Just make an adjusting journal entry.
by gerryc
27 Mar 2010 07:30
Forum: General MoneyWorks
Topic: importing quickbooks info to MoneyWorks express
Replies: 4
Views: 3245

I suggest you contact the Canadian support team: support@moneyworks.ca