Search found 188 matches

by Sam
20 Mar 2019 09:30
Forum: General MoneyWorks
Topic: installing Moneyworks version 7.3.8r1 in new laptop
Replies: 1
Views: 1094

Re: installing Moneyworks version 7.3.8r1 in new laptop

Did you change the Gold to a Datacentre Client?
by Sam
18 Mar 2019 13:06
Forum: General MoneyWorks
Topic: MoneyWorks manual pdf download error
Replies: 1
Views: 1104

Re: MoneyWorks manual pdf download error

Hi

You can also find the manual on the website

http://www.cognito.co.nz/manual/
by Sam
21 Jan 2019 13:21
Forum: General MoneyWorks
Topic: Can no longer Receipt Overpayments??
Replies: 2
Views: 1264

Re: Can no longer Receipt Overpayments??

Hi, not sure as I can't see it in the screenshot but what is the Amount ( hidden by the message)? It needs to be more than 290.40
by Sam
20 Dec 2018 16:14
Forum: General MoneyWorks
Topic: Upgrade to Moneyworks 8 on Mac
Replies: 10
Views: 4305

Re: Upgrade to Moneyworks 8 on Mac

You need to start the Express and open other- on the welcome page
by Sam
20 Dec 2018 16:10
Forum: General MoneyWorks
Topic: Money Works - Cashbook Version
Replies: 4
Views: 1682

Re: Money Works - Cashbook Version

Either do a negative cash receipt or a normal cash payment.
by Sam
16 Nov 2018 15:25
Forum: Multi-user and Datacentre
Topic: LOOKING TO SWITCH TO MONEYWORKS NOW
Replies: 1
Views: 1279

Re: LOOKING TO SWITCH TO MONEYWORKS NOW

Hi, as you are in Canada you should probably check with Cognito about this but as we looked at moneyWorks Now i know this- 1.You download the trial V8 and convert your file before uploading it to the cloud. 2. Works the same as a Datacentre- so both mac & win can connect 3. You would have to ask...
by Sam
14 Sep 2018 10:41
Forum: General MoneyWorks
Topic: Shopify Integration (we're tired to Xero)
Replies: 3
Views: 2078

Re: Shopify Integration (we're tired to Xero)

Pretty certain Cognito have something- you would need to contact them.
by Sam
06 Sep 2018 10:44
Forum: General MoneyWorks
Topic: Having trouble making a Quote into an Invoice
Replies: 3
Views: 1764

Re: Having trouble making a Quote into an Invoice

If you read the tutorial under Help- it takes you through quite a bit of how to use Moneyworks.
by Sam
05 Sep 2018 10:32
Forum: General MoneyWorks
Topic: Having trouble making a Quote into an Invoice
Replies: 3
Views: 1764

Re: Having trouble making a Quote into an Invoice

You go from a quote to a sales order and then you turn the sales order into an invoice-

at the bottom left hand corner( process order) there is a drop down menu-choose 'ship goods with invoice'.

This takes it through to the invoices.
by Sam
31 Jul 2018 09:44
Forum: Board comments
Topic: Is anyone monitoring this board?
Replies: 3
Views: 3854

Re: Is anyone monitoring this board?

This is a forum for end users, if you want to contact Cognito I think your best bet is to go to their website and click on the 'Contact us'.
by Sam
13 Jul 2018 10:47
Forum: General MoneyWorks
Topic: Cant Modify Forms in Express
Replies: 1
Views: 1407

Re: Cant Modify Forms in Express

Hi, according to the website Express doesn't have the Report Writer function. The manual is for all the Money Works products.
by Sam
20 Jun 2018 11:55
Forum: General MoneyWorks
Topic: HMRC MTD VAT UK
Replies: 3
Views: 2031

Re: HMRC MTD VAT UK

You probably need to email Cognito and ask them. :-)
by Sam
27 Apr 2018 13:44
Forum: General MoneyWorks
Topic: Service from Money Works Support (followup)
Replies: 1
Views: 1012

Re: Service from Money Works Support (followup)

Hi,they usually reply pretty promptly- they have a ticket system so you should have got an acknowledgment. if you didn't I would re send ( check the email address).
by Sam
27 Apr 2018 13:34
Forum: General MoneyWorks
Topic: upgraded to Cashbook 8 from 5
Replies: 1
Views: 1026

Re: upgraded to Cashbook 8 from 5

you need to download the V7 trial version from their website. Open and convert your file and then open it in the V8 Cashbook.
by Sam
20 Apr 2018 10:26
Forum: Multi-user and Datacentre
Topic: How to Connect to Datacentre Remotely
Replies: 1
Views: 1264

Re: How to Connect to Datacentre Remotely

Hi

Search for Remote in the manual and look at page 328 .Look at page303 too.
by Sam
09 Mar 2018 12:23
Forum: General MoneyWorks
Topic: Allocating a pre-payment
Replies: 5
Views: 2065

Re: Allocating a pre-payment

You don't need a dummy invoice! Just create a CR- with their name code and the gross is however much they have paid. Don't allocate the payment to an invoice, and click ok. There is info in the manual re overpayments too.
by Sam
07 Mar 2018 16:09
Forum: Scripting and Extensions
Topic: Slow MoneyWorks REST API Response Time?
Replies: 1
Views: 1723

Re: Slow MoneyWorks REST API Response Time?

I know we use the Rest API stuff but i have no understanding of it, other than it works really fast. They would be best to contact Cognito and ask about it- not this forum
by Sam
07 Mar 2018 16:02
Forum: General MoneyWorks
Topic: Allocating a pre-payment
Replies: 5
Views: 2065

Re: Allocating a pre-payment

ah- sorry, I guess you want to treat the payments as a deposit- I think you need to have a sales order and then do deposits.I follow the manual whenever I take a deposit as I don't do them often. Or you could put them in as overpayments (to put in an overpayment you need to pretend you are paying an...
by Sam
02 Mar 2018 15:45
Forum: General MoneyWorks
Topic: Rollback
Replies: 1
Views: 1219

Re: Rollback

May be it does mean something- I always check the time.
by Sam
02 Mar 2018 15:43
Forum: General MoneyWorks
Topic: Allocating a pre-payment
Replies: 5
Views: 2065

Re: Allocating a pre-payment

Did you accept the payments as overpayments ( i.e. 'payment on invoice' selected) or did you create straight cash receipts?