Search found 46 matches

by Straightline
24 Aug 2009 02:30
Forum: General MoneyWorks
Topic: Year end reconciling?
Replies: 8
Views: 3638

Re: Missed GST entries

So, you're saying that if I enter an invoice from June 24th on July 15th, even though I finalised the June GST report that it will show up on the July GST report? It will. Date the entry June 24th so it goes into the proper period and it will show up in the next GST report. Keep in mind, when doing...
by Straightline
24 Aug 2009 02:05
Forum: General MoneyWorks
Topic: Year end reconciling?
Replies: 8
Views: 3638

Missed GST entries

Yes, this is the GST report. I don't think they get added to the next report because they fall outside of the date range. 200 This report works much the same way as the bank reconciliation report does in that a cheque you write at the end of the month doesn't hit your bank until the first part of t...
by Straightline
13 Jul 2009 05:45
Forum: General MoneyWorks
Topic: Mileage Reimbursement
Replies: 3
Views: 2655

Re: Mileage Reimbursement

BambooSpirit wrote:Hello all,


I was also reimbursed by the school owner for mileage, at the rate of .42 per km. What is the proper way to account for this in Moneyworks ? I don't think that this would be considered "income" ?


Check out Canada Revenue agencies' web site for information on this.
Dave

www.cra-arc.gc.ca/tx/ndvdls/tpcs/ncm-tx ... html?=slnk
by Straightline
13 Jul 2009 05:27
Forum: Ideas and Suggestions
Topic: Bank transfers have to automatically posted at entry?
Replies: 8
Views: 4989

Re: Bank transfers have to automatically posted at entry

I agree wholly. In my case, as the only user of the program, I would really appreciate an option where entries could just be corrected instead of having to make a reversing entry because of wrong dates, wrong amounts, wrong accounts, etc. Of course, an entry would have to affect the balances of the ...
by Straightline
06 Jul 2009 02:18
Forum: Canadian Issues
Topic: PST & GST
Replies: 3
Views: 3975

Re: PST & GST

My company is in Alberta but many of my purchases are from BC. BC has a sales tax, Alberta doesn't. A tax rate of 5% GST works on purchases in AB but not for BC purchases because the program calculates GST on the total amount without taking into consideration the BC 7% sales tax. Any ideas on how t...
by Straightline
20 Jun 2009 02:32
Forum: General MoneyWorks
Topic: payroll
Replies: 9
Views: 6029

Re: Canadian Payroll

Can someone show me a typical journal entry for an employee so that I can set up my Canadian payroll using the Government of Canada tables. I know I wrote "use a Journal Entry" in my earlier post but doing this as a payment (Payroll Cheque) to the worker works also. First you will need to create yo...
by Straightline
02 Apr 2009 01:26
Forum: Ideas and Suggestions
Topic: Date Entry Shortcuts
Replies: 7
Views: 5186

Date Entry Shortcuts

Or.... use your mouse scroll wheel with the cursor in the date field to move the date a day at a time. Hold down shift while using the scroll wheel to scroll a month at a time. It's fast once you get used to it Cheers, Craig info@moneyworks.com.np It would be nicer if this would work after just tab...
by Straightline
01 Apr 2009 00:50
Forum: Ideas and Suggestions
Topic: Date Entry Shortcuts
Replies: 7
Views: 5186

Re: Date Entry Shortcuts

Great idea.
Dave
by Straightline
21 Mar 2009 14:02
Forum: General MoneyWorks
Topic: downloading account info from BMO
Replies: 2
Views: 2101

Re: downloading account info from BMO

As long as BMO provides QIF files, you'll be okay. Do a search on the forum for "bank download" for a list of all the relevant posts
dave
by Straightline
25 Feb 2009 05:06
Forum: General MoneyWorks
Topic: payroll
Replies: 9
Views: 6029

Re: payroll

I just acquired MoneyWorks - didn't realize there was no payroll module. Our business is VERY small (4 employees) so I don't want to spend a lot of money on payroll software. Any ideas? Although there are companies in Canada who will handle your payroll for you (for a fee), I have found the most ec...
by Straightline
29 Dec 2008 02:27
Forum: Jobs and Time Billing
Topic: Multiple product costs under one sell price
Replies: 3
Views: 4166

Re:Multiple product costs under one sell price

Is this possible? I'm I making any sense? The good news, It is and you are. The bad news, You would have to upgrade to MoneyWorks Gold. There, it is simply a matter of modifying a "Detail Invoice" so it doesn't show product pricing but it will still show the total. I think it would be good if Money...
by Straightline
14 Sep 2008 04:41
Forum: General MoneyWorks
Topic: Sales discount on total invoices
Replies: 2
Views: 2758

re: Sales discount on total invoices

Louise I have the same issue although it is with a creditor instead. My solution: 1. Disable the discount function. 2. Create an item called "Discount" or something to that effect. 3. Issue an invoice to the customer for " -1 Discount" and for the amount of $1.86. 4. Apply the customer's payment to ...
by Straightline
14 Sep 2008 01:09
Forum: General MoneyWorks
Topic: Cashbook won't auto update
Replies: 4
Views: 2373

Re: Updates

RBuck
You don't say what platform you are using but you should consider using shortcuts(windows) or aliases (Mac) on the desktop instead of the actual application.
Dave
by Straightline
27 May 2008 04:43
Forum: General MoneyWorks
Topic: Donation from Creditor
Replies: 1
Views: 1752

Re: Donation from Creditor

One of our creditors has asked us to pay part of his due fees to another creditor. Is there a way of 1) receiving the invoice in Full from the donating creditor 2) make their donation appear as credit in our "Donations" account 3) use the received donation to pay for a different creditor I hope I h...
by Straightline
27 May 2008 03:26
Forum: General MoneyWorks
Topic: Just wondering about incorrect tax calculations...
Replies: 3
Views: 1837

Re: Just wondering about incorrect tax calculations...

I have just started using Express and it seems to be a pretty good program thus far, however.... 1. When I am doing a Debtor invoice the GST calculation is almost always off by + or - .01 - very irritating. So I hope I am just missing something ?? So please help if possible. Thanks icboet This topi...
by Straightline
09 May 2008 17:08
Forum: General MoneyWorks
Topic: Tax on invoices not being calculated properly?
Replies: 3
Views: 2661

Tax on invoices not being calculated properly?

Josh I find it easiest (but still a lot of work) to create a couple of products called "GST Adjust" and "PST Adjust". Then, create a couple of Tax rates called "All GST" (AG) and "All PST" (AP) Check the appropriate button for each one. Once you have generated the invoice, calculate what the taxes s...
by Straightline
06 May 2008 03:38
Forum: General MoneyWorks
Topic: Tax on invoices not being calculated properly?
Replies: 3
Views: 2661

Tax on invoices not being calculated properly?

Hi Josh Is it normal for MW to calculate taxes this way. I understand that it needs to calculate taxes for each line in an invoice separately, but if the invoice is big enough, this could be a significant amount of tax missed. It's normal. It seems Money Works is rounding each line item's tax total ...
by Straightline
30 Apr 2008 10:31
Forum: General MoneyWorks
Topic: I can't get Moneyworks Gold to add GST to an invoice... help
Replies: 4
Views: 3540

Post subject: I can't get Moneyworks Gold to add GST to an

To clarify, I don't sell anything that requires me to charge Provincial Sales Tax in addition to GST Hi Mark, Be that as it may, you still need the two tier tax for your purchases. As for my problem, the proper tax settings have been employed, but Moneyworks still won't add the GST to my invoices S...
by Straightline
30 Apr 2008 07:05
Forum: General MoneyWorks
Topic: I can't get Moneyworks Gold to add GST to an invoice... help
Replies: 4
Views: 3540

I don't use the two-tier tax option because I don't sell products and am not a vendor. Mark You have to use the two tier tax option because you live in Canada and every one else in Canada who sells stuff to you uses the two tier tax system. This is the way Money Works keeps track of the taxes you p...
by Straightline
19 Apr 2008 10:48
Forum: General MoneyWorks
Topic: GST on Duty, Brokerage?
Replies: 1
Views: 1808

Re: GST on Duty, Brokerage?

I need to account for GST I paid on duty and brokerage. How do I enter this on a Creditor Invoice? Since there is no base cost the program can't automatically calculate the GST in the Tax column and if I manually put in the tax in the column the program doesn't know whether it was PST or GST? How c...