Search found 61 matches

by pondball
03 Jan 2019 04:11
Forum: General MoneyWorks
Topic: Payment on Invoice not showing any invoices!
Replies: 3
Views: 1225

Re: Payment on Invoice not showing any invoices!

ok now... I did what I should have done earlier... used the Widget Tutorial file to experiment on. • created new invoice for White -> entered two new items -> tested using New Receipt and the new Invoice did not appear • Posted the new Invoice -> New Receipt -> new Invoice appears and works as it sh...
by pondball
03 Jan 2019 03:32
Forum: General MoneyWorks
Topic: Payment on Invoice not showing any invoices!
Replies: 3
Views: 1225

Payment on Invoice not showing any invoices!

I am trying to allocate payments to existing Invoices using: • Receipts -> New -> check Customer box and enter Customer code... so far so good But... under the Payments On Invoice there are no Invoices showing, so, • clicked on the down arrow beside the Customer name at top of Receipt window and it ...
by pondball
15 Dec 2018 14:14
Forum: General MoneyWorks
Topic: Problem Manually Entering a Bank Balance on startup Question
Replies: 0
Views: 4713

Problem Manually Entering a Bank Balance on startup Question

I've been following along with a set of instructions from Grant (kudos for him sticking with this non-accountant, btw, for all my questions), most of which pertained to moving from a previous setup in MWG to a brand new start (starting with Jan 1, 2018) but using basic balances from years prior to 2...
by pondball
06 Sep 2018 09:16
Forum: General MoneyWorks
Topic: Having trouble making a Quote into an Invoice
Replies: 3
Views: 1254

Re: Having trouble making a Quote into an Invoice

Thanks Sam... I’ll give that a try... I saw that there but guess I figured that when it said it would ship with invoice I thought it would only print the invoice and not actually make it into one..
by pondball
04 Sep 2018 22:12
Forum: General MoneyWorks
Topic: Having trouble making a Quote into an Invoice
Replies: 3
Views: 1254

Having trouble making a Quote into an Invoice

This has been an ongoing problem, and I'll admit I'm not an accountant but this seems like it should be an easy task. After a quote is accepted by the customer I would like to simply turn it into an Invoice... however my only options are Sales Order and Job. I have tried the Sales Order option and a...
by pondball
22 Sep 2015 13:23
Forum: General MoneyWorks
Topic: Change Sales Order to Sales Invoice
Replies: 2
Views: 1637

Re: Change Sales Order to Sales Invoice

thanks Sosu...

and good idea about using the widget file as a test file... (slap to forehead! :oops: )
by pondball
26 Aug 2015 05:08
Forum: General MoneyWorks
Topic: Change Sales Order to Sales Invoice
Replies: 2
Views: 1637

Change Sales Order to Sales Invoice

I have 4 Sales Orders and 3 outstanding Quotes... and all are in sequence with my Sales Invoices. The 4 Sales Orders remain in my Orders category (Orders -> Sales Orders), but the orders have been sent out and paid for. Is there a simple method of changing the status of these Sales Orders to Sales I...
by pondball
16 Jun 2014 23:39
Forum: General MoneyWorks
Topic: Inventory Question.. multiple sizes problem
Replies: 4
Views: 1568

Re: Inventory Question.. multiple sizes problem

Hi godeschalk A much appreciated reply... Pretty sure I was able to follow along with everything and hope to continue inputting info. As I have just started I may expand my items to include specific colours of bowls within the size range of each model as this would give us a better indication at ord...
by pondball
13 Jun 2014 06:27
Forum: General MoneyWorks
Topic: Multiple buyer prices Inventory
Replies: 3
Views: 1538

Re: Multiple buyer prices Inventory

Not sure if you've received an answer yet (this isn't a very active forum is it! )... and I'm far from an expert, but we are trying to do something similar with respect to items that we sell to both Agents and to the General Public. Some agents can purchase at different rates depending on their volu...
by pondball
13 Jun 2014 06:21
Forum: General MoneyWorks
Topic: Inventory Question.. multiple sizes problem
Replies: 4
Views: 1568

Re: Inventory Question.. multiple sizes problem

OK... so I needed to move forward with this and chose option A... I now have 138 items in my inventory list. I haven't input my inventory numbers yet and really need some advice on which route to take... Should I: A) - input our stock on these 138 items as of our year end (December 31, 2012) - input...
by pondball
12 Jun 2014 05:28
Forum: General MoneyWorks
Topic: Inventory Question.. multiple sizes problem
Replies: 4
Views: 1568

Inventory Question.. multiple sizes problem

Up until now I have been doing invoicing in FMPro12... but converting the file to this year with its lookup db's has proven to be disastrous... so I think its time I started using MWG for the purpose of invoicing. We do both retail sales and agent sales. Retail sales are done at POS and are then inp...
by pondball
22 Apr 2013 09:39
Forum: Canadian Issues
Topic: oops... HST misdirected problem
Replies: 7
Views: 3245

Re: oops... HST misdirected problem

I've finally had a chance to get back to my books and have resorted to inputting the erroneous postings that I had put in the 1510 * Paid on Expenses account to my 1520 H Paid on Purchases account... so far it looks like it will work although I have not idea what is happening to the money that was a...
by pondball
23 Mar 2013 00:26
Forum: Canadian Issues
Topic: oops... HST misdirected problem
Replies: 7
Views: 3245

Re: oops... HST misdirected problem

Thanks rach

just tried that but it won't allow a change... perhaps because its a system account?... dunno, but it says system accounts have to be zero rated (*)... so it looks like I should be making the 1520 account... just don't know whether it should be Category:HST or Category:Admin
by pondball
22 Mar 2013 04:29
Forum: Canadian Issues
Topic: oops... HST misdirected problem
Replies: 7
Views: 3245

Re: oops... HST misdirected problem

I am thinking I should set up a new code and set Type: A as you suggest. Would this work? Code: 1520 Description: HST Paid on Purchases Account Type: Expense Tax Code: A Category: HST P&L Account: 3800 (which is SF Retained Earnings) or should Category be Admin as it is with most of other Expens...
by pondball
22 Mar 2013 04:16
Forum: Canadian Issues
Topic: oops... HST misdirected problem
Replies: 7
Views: 3245

Re: oops... HST misdirected problem

Hi charleshorse that sounded like a perfect plan so I went into my CA and took a look at account 1510... it is set up as follows Code: 1510 Type: CA Description: HST Paid on Expenses TC: * Category: HST when I clicked on 1510 to make the changes to the Tax Code however it is greyed out and won't all...
by pondball
20 Mar 2013 14:56
Forum: Canadian Issues
Topic: oops... HST misdirected problem
Replies: 7
Views: 3245

Re: oops... HST misdirected problem

anyone?
by pondball
19 Mar 2013 03:52
Forum: Canadian Issues
Topic: oops... HST misdirected problem
Replies: 7
Views: 3245

oops... HST misdirected problem

I was going over some files and prepping to pay off some overdue HST reports when I came across an problem with the way HST has been collated. For my first year (2011) with MWG I prepared the GST report and submitted HST and thought everything was going fine. Last year I got a bit behind in my quart...
by pondball
04 Feb 2013 05:43
Forum: General MoneyWorks
Topic: MWG Gold Access - 1 user but multiple computers?
Replies: 8
Views: 3581

Re: MWG Gold Access - 1 user but multiple computers?

Hi sjb.... Are you transferring using the accountants export file or the actual file that is on your husbands machine? I exported the accountants file from my iMac (snow leopard) and opened it on my PowerBook (10.4.11) and it seems to transfer fine... I suspect I will have to rename it exactly as my...
by pondball
31 Jan 2013 13:09
Forum: General MoneyWorks
Topic: MWG Gold Access - 1 user but multiple computers?
Replies: 8
Views: 3581

Re: MWG Gold Access - 1 user but multiple computers?

Hi grant That helps a lot... Much appreciated... I'll test it out before entering too much info, but at this point the prime reason for the two machines (and yes I am the sole user) is to take the older PowerBook in to my accountant to go over my set up and ensure i do my year end properly... Other ...
by pondball
30 Jan 2013 02:53
Forum: Canadian Issues
Topic: Need Help setting up for Consignment Sales
Replies: 1
Views: 1944

Re: Need Help setting up for Consignment Sales

Hi... I know you asked this question some time ago but was wondering if you ever got an answer to your question of consignment goods I'm struggling with a few aspects of setting up different types of sales myself (especially as a non-accountant) and while the answers are sometimes slow in coming in ...