Search found 192 matches

by mikeguil
19 Mar 2016 04:52
Forum: General MoneyWorks
Topic: Edit Auto-Fill items
Replies: 1
Views: 1626

Edit Auto-Fill items

Is there a way to edit the Auto-Fill items? For example, in a Payment window, the To field and Description field will autofill previous entries as you type the information in. However, I have several with spelling errors, or items I no longer need. The Autofill list is getting quite large and I'd li...
by mikeguil
16 Mar 2011 23:18
Forum: Canadian Issues
Topic: MW-E 6.0.4 - GST and HST appearing on printed invoice
Replies: 5
Views: 4365

James... can you send me a screen capture showing the problem? I'm not exactly sure what you mean (where the GST is showing up) and if I see it, it may trigger something.
by mikeguil
18 Feb 2011 16:03
Forum: Canadian Issues
Topic: HST confusion
Replies: 3
Views: 3535

If you have products that are taxed differently than the straight HST, you should set up appropriate tax codes for those products. When you sell one of those products, use that new tax code rather than the HST. That way your tax results should be correct.
by mikeguil
18 Feb 2011 15:58
Forum: General MoneyWorks
Topic: Moneyworks Express 6
Replies: 2
Views: 1878

They're not backward compatible as donnamc mentions, so if you want to convert a MoneyWorks 5 document to 6, make a duplicate copy/backup first so you can go back to version 5 - if that's what you're looking for.
by mikeguil
14 Jan 2011 08:32
Forum: General MoneyWorks
Topic: Default Find Criteria
Replies: 0
Views: 1242

Default Find Criteria

In the transaction window when I hit the Find button, it automatically comes up with OurRef as the search field. I usually need NameCode when I need to do a search. Is there any way of setting that as the default?
by mikeguil
30 Dec 2010 15:34
Forum: General MoneyWorks
Topic: Zero Balances on Statements
Replies: 8
Views: 3429

hmmm... that could be. I'll do some more digging.
by mikeguil
23 Dec 2010 02:07
Forum: General MoneyWorks
Topic: Discounts on Vendor Invoices
Replies: 2
Views: 1998

That's what I have been doing... but another supplier does the discount as one would expect and it's just more convenient that way. What can I say... I'm lazy! :wink:
by mikeguil
13 Dec 2010 09:45
Forum: Reports and Report Writing
Topic: Percentage of Sales
Replies: 5
Views: 3189

Haven't had time to try anything yet - got too many projects on the go. But that does sound easier!
by mikeguil
13 Dec 2010 09:43
Forum: General MoneyWorks
Topic: Zero Balances on Statements
Replies: 8
Views: 3429

nope.. no credits I'm afraid.

If I click on the individual transaction and check off the "Don't show on statement" - it doesn't show. But it's a pain to do that for every transaction! That's why I don't understand it not working.

:(
by mikeguil
10 Dec 2010 03:45
Forum: General MoneyWorks
Topic: Zero Balances on Statements
Replies: 8
Views: 3429

Zero Balances on Statements

Even when I click on the Do Not Print Zero Balances option, I still get all the invoices with zero balances printed on statements.

Any idea why?
by mikeguil
08 Dec 2010 23:12
Forum: Reports and Report Writing
Topic: Percentage of Sales
Replies: 5
Views: 3189

I haven't written a custom anything at this point. It looks 'greek' to me - but I'll give it a try hopefully this weekend. I sure appreciate the guidance! Thanks.
by mikeguil
08 Dec 2010 13:54
Forum: Reports and Report Writing
Topic: Percentage of Sales
Replies: 5
Views: 3189

Percentage of Sales

I'm trying to modify a P&L report to show the monthy/yearly figures as a percentage of Sales. Any ideas how I can do this?
by mikeguil
01 Dec 2010 08:13
Forum: General MoneyWorks
Topic: Discounts on Vendor Invoices
Replies: 2
Views: 1998

Discounts on Vendor Invoices

I have a vendor that offers a 2% Net 30 discount, but it's only on the value of the product purchased, not the HST or other charges (such as Handling). The discount procedure in MW seems to only offer the discount off the total amount.

Is there anyway around this?
by mikeguil
23 Nov 2008 04:30
Forum: General MoneyWorks
Topic: Credit Note for Cash Refund?
Replies: 2
Views: 3216

Credit Note for Cash Refund?

I have to issue a refund to a customer that is not a Debtor, so no way of issuing a Credit Note to (you need to enter a client NameCode to issue the credit note).

Is there another way to simply give a cash refund?
by mikeguil
21 Aug 2008 13:44
Forum: General MoneyWorks
Topic: Interest
Replies: 3
Views: 3116

My pleasure...

Cheers,
by mikeguil
18 Aug 2008 14:04
Forum: General MoneyWorks
Topic: Interest
Replies: 3
Views: 3116

As far as I know there's no 'automatic' way to add interest. I would simply create a 'service' invoice called interest and in the description area, state the rate you are applying to the balance. You should create an account to collect the interest in - consult with your accountant for the best meth...
by mikeguil
13 Aug 2008 22:56
Forum: General MoneyWorks
Topic: Defining Start Date
Replies: 1
Views: 2275

You can back-date your transactions - just be careful as you're adding in transactions that the date is the one you want. When you enter a transaction into a new month, MW will ask you if you want to open a new period. Accept this and carry on.
by mikeguil
20 Mar 2008 14:11
Forum: General MoneyWorks
Topic: Tax doesn't show on payment
Replies: 4
Views: 3454

I'm afraid I'll have to take a closer look when I get back from a trip on Tuesday (Mar.25) - heading out tomorrow morning early.

If anyone else can comment in the meantime, please do.
by mikeguil
19 Mar 2008 23:29
Forum: General MoneyWorks
Topic: Tax doesn't show on payment
Replies: 4
Views: 3454

Hi Mags,

Can you post what your settings are? The Tax Period for one year doesn't sound right - in Ontario you should probably set the the tax cycle to Monthly.

When you say the tax doesn't 'compute' - do you mean it doesn't add the tax or the calculated tax isn't correct?
by mikeguil
25 Feb 2008 02:55
Forum: General MoneyWorks
Topic: Accounting for GST on brokerage?
Replies: 1
Views: 2706

You need to set up a Tax Code that is All GST. In your Tax Rates window, create a new code for this rate. I called it "I" for Import GST, for example. Do not set a percentage rate ('cause it's not a percentage of the amount), but below the percentage set sup is a button labeled "ALL GST". Click on t...