Search found 166 matches

by Simon
13 Dec 2013 14:46
Forum: Forms and Forms Design
Topic: Conditional Visibility Triggered by Stock Codes
Replies: 3
Views: 2952

Re: Conditional Visibility Triggered by Stock Codes

Try using right(detail.stockcode,2)=`01`
by Simon
26 Aug 2013 17:38
Forum: Reports and Report Writing
Topic: Sales Analysis Reports
Replies: 1
Views: 1763

Re: Sales Analysis Reports

It is showing the average cost of the items sold at the time they were sold, not the current average. So you may have sold 99 items at a cost of $10 (ie out of the first batch purchased) and then purchased 10 more at $12, giving an avg cost now of $11.82. Then if you sold another 1 at avg cost 0f $1...
by Simon
16 Aug 2013 13:42
Forum: Ideas and Suggestions
Topic: Single use items
Replies: 1
Views: 1590

Re: Single use items

Why not just create a "Misc" Miscelaneous item that you use for all the one-offs? You can change the descripton and the price in the quote/invoice or wahtever transaction is you are doing. Once the quote/sales order has been changed to an invoice you can switch it from a item invoice to se...
by Simon
16 Aug 2013 13:37
Forum: Ideas and Suggestions
Topic: Locking on Accounts & Names
Replies: 1
Views: 1558

Re: Locking on Accounts & Names

Good suggestion.

The work around for names would be to put the account on Hold. This would stop any new transactions using that name being posted.
by Simon
30 Jul 2013 15:28
Forum: Ideas and Suggestions
Topic: expand customer contact information
Replies: 4
Views: 2592

Re: expand customer contact information

You could use the Head Office billing feature to create multiple contacts that are linked.
by Simon
30 Jul 2013 15:24
Forum: General MoneyWorks
Topic: Excessive Printer Margins
Replies: 1
Views: 1506

Re: Excessive Printer Margins

Each report and form in MW has its own margin and page setup. The margins are by default quite generous, so when you are in the settings page when running a report (the bit where you select the date rabge, and choose to preview, print etc). click on the page thumpnail where you see a printer icon an...
by Simon
30 Jul 2013 15:19
Forum: General MoneyWorks
Topic: POSTED
Replies: 6
Views: 3121

Re: POSTED

It can look meessy, but there are several good reasons to not be able to delete transactions. For example... say you have reconciled the bank account and then a couple of months later you decide that a transaction has been miscoded so you delete. But then you forget to re-enter it or re-enter it for...
by Simon
11 Jul 2013 10:13
Forum: Reports and Report Writing
Topic: View only transactions with certain product codes?
Replies: 1
Views: 1603

Re: View only transactions with certain product codes?

You need to do a related search:

[detail:detail.stockcode=`ABC123`][transaction]
by Simon
11 Jul 2013 10:08
Forum: General MoneyWorks
Topic: Write Off Invoice
Replies: 2
Views: 1744

Re: Write Off Invoice

Depends on why you are writing off the invoice. If it is a bad debt then that would be the place to write it off too, otherwise it may be a discount which you may chose to write off to a discounts given account, or it could be a small under payment, which again it could be written off as a discount ...
by Simon
11 Jul 2013 10:01
Forum: General MoneyWorks
Topic: Entering Closing Stock Amount
Replies: 1
Views: 1686

Re: Entering Closing Stock Amount

YOur profile shows you are using cashbook, which doesn't have a stock moduel. Therefore you can only enter the value of the closing stock. YOu need to to do this as a journal entry - DR Stock on Hand, CR Purchases/Cost of Goods Sold. If you have last years closing stock in MW then you will need to r...
by Simon
12 Jun 2013 12:46
Forum: Forms and Forms Design
Topic: Customize List View
Replies: 1
Views: 1779

Re: Customize List View

The customised columns are user specific rather than by computer. Rahter than recreate the column for each user it would be easier to set it up for one user and then copy the user settings to the other users (in Sharing and Users).

Doesn't answer your original question but should fix your problem..
by Simon
12 Jun 2013 12:41
Forum: General MoneyWorks
Topic: windows 8 pro
Replies: 2
Views: 1756

Re: windows 8 pro

We are using Win8 with MW with no problems
by Simon
23 May 2013 12:55
Forum: Reports and Report Writing
Topic: Option to include unposted in Ledger Report.hrep
Replies: 1
Views: 1473

Re: Option to include unposted in Ledger Report.hrep

The ledger report is a built-in report that can't be modified. You will need to build a report from scratch or pay someone to do it for you...
by Simon
23 May 2013 12:53
Forum: Reports and Report Writing
Topic: Cash available by department
Replies: 1
Views: 1561

Re: Cash available by department

Having you P&L accounts balance to 0 at the end of the financial year is the nature of accounting so not really MW's fault. There are ways to report what you want to see though. A prime example is a report that is already in MW - under the Profit and Loss folder look at "Profit 12 Months Ac...
by Simon
23 May 2013 12:38
Forum: General MoneyWorks
Topic: credit cards: two issues
Replies: 4
Views: 2592

Re: credit cards: two issues

Entering an opening balance jnl won't create the opening balance in the reconciliation. The first bank rec will start with a zero balance, make the closing balance what the opening should be and then in the reconciliation select the journal from the unreconciled items. You should now have a balance ...
by Simon
24 Apr 2013 13:43
Forum: Forms and Forms Design
Topic: How to create Payment Voucher in MW Gold
Replies: 3
Views: 6017

Re: How to create Payment Voucher in MW Gold

You are best to startt with of the existing standard Remittance forms. Look in the MW Standard Plugins/forrms. Open one of the forms of type "Moneyworks Cheque Form". Use this as a template to start with and to see how it works. Make sure you save the changed form into your custom plugins ...
by Simon
24 Apr 2013 13:31
Forum: General MoneyWorks
Topic: Products Listing
Replies: 2
Views: 1570

Re: Products Listing

If you insert the "~" (also known as a tilda) before the code the item code will not show in any choices lists but will still retain its history. Before you change the code make sure in the Document Preferences the option to "Alter Existing" records is selected (on the Data Entry...
by Simon
19 Apr 2013 09:42
Forum: General MoneyWorks
Topic: importing income to two invoices
Replies: 2
Views: 1622

Re: importing income to two invoices

Rather than use the Head Office billing feature (if the 2 clients are actaully associated) you could use the Banking feature. Enter the receipt as 2 seperate amounts - one to each debtor, and use the bank account "UnBanked". Then "Bank" then as one amount.
by Simon
19 Apr 2013 09:15
Forum: General MoneyWorks
Topic: Export issues: no File > Export option as in the manual
Replies: 3
Views: 2143

Re: Export issues: no File > Export option as in the manual

If you are wanting to export to Solution6 format for your Accountant then the Accountants Export is the option you want. You need to know which version of Solution6 your accountant wants, then enter the date range for the period of transactions to export. This will create a text file for your accoun...