Search found 136 matches

by Sosu
12 Mar 2019 10:31
Forum: General MoneyWorks
Topic: Contact history list
Replies: 1
Views: 1175

Re: Contact history list

Probably you should contact cognito because they can do all sorts of scripty things to automate stuff like that. We have a report that runs every Friday automatically that is emailed to the recipients across the company, when I log in for the first time on that day. You could also have a script from...
by Sosu
12 Mar 2019 10:27
Forum: General MoneyWorks
Topic: List view with > 32 columns repeats columns 1,2,3 data in columns 33,34,35,...
Replies: 1
Views: 1111

Re: List view with > 32 columns repeats columns 1,2,3 data in columns 33,34,35,...

May be just export all highlighted records into excel and get rid of the columns you do not want. when you export to excel you get all the columns. I haven't tried detail lines, but every week I export transactions to a text file to import into another system and it works for me.
by Sosu
12 Mar 2019 10:23
Forum: General MoneyWorks
Topic: Barcode printing - Program crash
Replies: 1
Views: 1032

Re: Barcode printing - Program crash

We had the similar issue, but I think they have fixed it for the next update. That update is not released yet, but we were happy to be put into beta version for the next one. You should give them a call if you want and ask them to make your moneyworks to be updated to beta.
by Sosu
06 Nov 2017 09:53
Forum: General MoneyWorks
Topic: How to print Sales Order with Ordered Qty (not currently available qty) Showing?
Replies: 3
Views: 2357

Re: How to print Sales Order with Ordered Qty (not currently available qty) Showing?

I think you just need to tweak the invoice template that you are printing your Sales Order on. You can email MoneyWorks folks and they can point you to right direction.
by Sosu
06 Nov 2017 09:51
Forum: General MoneyWorks
Topic: Exporting from Quoting into MW8
Replies: 1
Views: 1238

Re: Exporting from Quoting into MW8

May be you should email MoneyWorks folks. They can organise someone to come to you or give you instructions over the phone etc.
by Sosu
06 Nov 2017 09:46
Forum: General MoneyWorks
Topic: Cannot Close Period
Replies: 1
Views: 1308

Re: Cannot Close Period

It will be a good idea to have a look at Unposted list (on your Transaction list window) then sort the list by date. You will see the oldest transactions up the top of the list (if sorting by Ascending). If MW is saying that there are unposted transactions, then there must be. It happened to me to a...
by Sosu
06 Nov 2017 09:41
Forum: General MoneyWorks
Topic: Batches / w Expiry - No Date Column in PO Receipt
Replies: 1
Views: 1105

Re: Batches / w Expiry - No Date Column in PO Receipt

You must turn on "show date column" under Document preferences > Data Entry tab.
by Sosu
24 Jun 2016 16:01
Forum: Jobs and Time Billing
Topic: Aggregating hours and customising service invoice
Replies: 1
Views: 1926

Re: Aggregating hours and customising service invoice

When you are about the create invoice from the Bill job window there is a popup called Itemise By: that allows you to create various types of invoices: select simple for your purpose
by Sosu
24 Jun 2016 15:56
Forum: Jobs and Time Billing
Topic: Invoices and departments
Replies: 2
Views: 2564

Re: Invoices and departments

You can use one of the user fields or analysis fields to enter the department code for which you are entering the invoice. Later on you can run an analysis report (or a customised report) broken down by that field. Otherwise you need to departmentalise the accounts (under show > accounts) and use th...
by Sosu
03 Mar 2016 13:10
Forum: General MoneyWorks
Topic: Margin on Sales Invoices
Replies: 5
Views: 3093

Re: Margin on Sales Invoices

it seems to be working fine for me. what version of moneyworks express are you on?
by Sosu
03 Mar 2016 13:04
Forum: General MoneyWorks
Topic: Bar codes
Replies: 1
Views: 1292

Re: Bar codes

I think there is a barcode field in the item record, and you could use the barcode reader to input the barcode in that field.
by Sosu
03 Mar 2016 13:02
Forum: General MoneyWorks
Topic: Adjusting period on posted transactions
Replies: 1
Views: 1489

Re: Adjusting period on posted transactions

unfortunately if you have posted them, then you have to cancel and reenter. which is a bit of pain. :(
by Sosu
22 Sep 2015 11:51
Forum: General MoneyWorks
Topic: Ledger Balance?
Replies: 1
Views: 1466

Re: Ledger Balance?

This could be because of the various reasons, I think it is better to contact one of the consultants in your local area or country or email moneyworks people in NZ to have them have a look at it. The ledger balance does not balance when, of course, something went wrong while reconciling or entering ...
by Sosu
22 Sep 2015 11:48
Forum: General MoneyWorks
Topic: Change Sales Order to Sales Invoice
Replies: 2
Views: 1999

Re: Change Sales Order to Sales Invoice

Yes I do that all the time. You also have the option to not to post the invoice when you process the sales order, just untick the Post box on the window that appears when you press OK on the sales order with the Ship Goods option on. Then you could delete the invoice if you don't think is good, or m...
by Sosu
22 Sep 2015 11:44
Forum: General MoneyWorks
Topic: Auto Change Date in Journals
Replies: 1
Views: 1276

Re: Auto Change Date in Journals

I believe with the scripts available in version 7 now, you could easily achieve that. IF you call them on their help line, it will be a 2 minute job for them. I ask them for these kind of small automations and they come up with pretty handy solutions.
by Sosu
22 Sep 2015 11:37
Forum: General MoneyWorks
Topic: Canadian GST/HST setup question
Replies: 1
Views: 1280

Re: Canadian GST/HST setup question

Refer to the manual page 15-17, that helped me quite a bit.
by Sosu
22 Sep 2015 10:56
Forum: General MoneyWorks
Topic: Unbank question
Replies: 2
Views: 1748

Re: Unbank question

May be the unbanked account you created is not set up as unbanked under the Setting tab on your account record.
by Sosu
22 Sep 2015 10:55
Forum: General MoneyWorks
Topic: express6 - Changing order of line items in sales inv
Replies: 2
Views: 1480

Re: express6 - Changing order of line items in sales inv

hold on to the shift key on windows (if does not work, hold both Shift and Ctrl key together) and hover the mouse on the line, click the line and drag up and down
by Sosu
31 Jul 2015 13:51
Forum: General MoneyWorks
Topic: Partial payment on an invoice - not a deposit
Replies: 1
Views: 1489

Re: Partial payment on an invoice - not a deposit

I always do that and the section in the manual for loading bank statement also explains that I believe. You just need to allocate the amount to an invoice -- I never have to write off - don't know what you are doing. I put in the name code of the supplier or debtor (in case you have a deposit into t...