Search found 191 matches

by charleshorse
11 Jun 2014 17:11
Forum: General MoneyWorks
Topic: separate accounts for 2 separate businesses
Replies: 2
Views: 1689

Re: separate accounts for 2 separate businesses

I think that you can set up departments (one for each "business"), and they can be applied to income and expense accounts, but not to bank accounts and accounts receivable/payable. But if you also make two classifications (one for each business) and assign those to the classification of th...
by charleshorse
20 Dec 2013 12:35
Forum: Ideas and Suggestions
Topic: Date hotkeys
Replies: 2
Views: 2111

Re: Date hotkeys

the MoneyWorks ones are cmd-leftarrow and cnd-rightarrow.
by charleshorse
20 Dec 2013 12:23
Forum: Canadian Issues
Topic: How to correct tax entry on posted transaction?
Replies: 1
Views: 2202

Re: How to correct tax entry on posted transaction?

You can Duplicate and Reverse a write-off, so maybe that is the way to go. Highlight the write-off in the invoice list and click the Duplicate button, then click the Reverse button in the transaction window, which changes all the signs. When you post this it will sort of counter-act the bad write-of...
by charleshorse
20 Dec 2013 12:18
Forum: General MoneyWorks
Topic: Possible bug: Ageing Issue
Replies: 4
Views: 3006

Re: Possible bug: Ageing Issue

I use that ageing feature often, and it works fine.

Maybe you are using a statement that doesn't rely on this though. Some of them calculate the ageing, and some use the aged balances. I think the latter are called "Manual Ageing".
by charleshorse
20 Dec 2013 12:15
Forum: General MoneyWorks
Topic: Some filtered views stopped working with MW7
Replies: 2
Views: 1765

Re: Some filtered views stopped working with MW7

I think you need to have quotes about the account code, as it is not a number but text, so: = (Contra = `1110`) and (Period < CurrentPeriod() - Mod(CurrentPeriod(), 100) and Period >= CurrentPeriod() - Mod(CurrentPeriod(), 100) - 100) But given that there is a view for last year (in "transactio...
by charleshorse
20 Dec 2013 12:02
Forum: General MoneyWorks
Topic: Statement Coding Screen Change
Replies: 1
Views: 1247

Re: Statement Coding Screen Change

Try making your window wider. Presumably it is just not big enough to show those columns?
by charleshorse
04 Nov 2013 11:59
Forum: Reports and Report Writing
Topic: Zero entries in VAT report
Replies: 2
Views: 2255

Re: Zero entries in VAT report

To rerun an old GST (VAT) report, click the OLD button that appears when you run the GST report and select the old report from the list. Changing the report dates is probably not a good idea as the report looks for transactions in the date range that haven't appeared in previous reports (which would...
by charleshorse
26 Sep 2013 11:58
Forum: Ideas and Suggestions
Topic: Most Annoying Features of MoneyWorks
Replies: 7
Views: 3997

Re: Most Annoying Features of MoneyWorks

I would put everything in as a sales order. You then have the option to turn it into an invoice if they are getting it then and there (which is a whole separate transaction), and as part of the processing you can say whether it is a cash transaction or an invoice.
by charleshorse
26 Sep 2013 11:53
Forum: Reports and Report Writing
Topic: Projected Costs
Replies: 1
Views: 1563

Re: Projected Costs

I seem to remember reading in the manual that it is based on the percent complete that you set in the job itself (although I haven't tried it).
by charleshorse
26 Sep 2013 11:49
Forum: General MoneyWorks
Topic: Navigator invisible Cashbook Mac 10.8
Replies: 1
Views: 1289

Re: Navigator invisible Cashbook Mac 10.8

Have tried using Cascade or Zoom in the Windows menu?
by charleshorse
03 May 2013 12:21
Forum: General MoneyWorks
Topic: viewing transaction before posting
Replies: 2
Views: 1501

Re: viewing transaction before posting

Sorry Sam, but I think you go to the Unposted list in the transactions, highlight all the transactions and click the print button and then select the option Show Details Show as Debits and Credits.

Does this mean I win the Backpack?
by charleshorse
03 May 2013 12:18
Forum: General MoneyWorks
Topic: Transaction payment method
Replies: 3
Views: 2385

Re: Transaction payment method

'm pretty sure that the payment method is always determined by the payment method of the supplier. If I change the supplier's method before payment, then all payments will be made by that method. I do this is in the Batch Creditor Payments screen by double clicking the transaction, then drilling int...
by charleshorse
28 Mar 2013 11:26
Forum: General MoneyWorks
Topic: Item Pricing with several inputs
Replies: 4
Views: 2414

Re: Item Pricing with several inputs

I don't quite understand what you are asking. Perhaps if you gave a more detailed description ??
by charleshorse
21 Mar 2013 15:59
Forum: Canadian Issues
Topic: oops... HST misdirected problem
Replies: 7
Views: 3997

Re: oops... HST misdirected problem

I don't know how your HST works, but I've seen in MoneyWorks that there is an A taxcode that you can use which is for 100% GST on imports. Perhaps you should look into using that. To correct the old transactions, I think you first change the tax code on your 1510 account to "A", then for e...
by charleshorse
27 Feb 2013 10:29
Forum: Forms and Forms Design
Topic: Rotate fields/fonts
Replies: 3
Views: 2586

Re: Rotate fields/fonts

Have you tried just setting the page setup orientation to landscape portrait for the form?
by charleshorse
27 Feb 2013 10:26
Forum: General MoneyWorks
Topic: importing income to two invoices
Replies: 2
Views: 1622

Re: importing income to two invoices

I think you need to do separate receipts, one for each invoice. Presumably you could give each receipt the same reference number or something. But MoneyWorks has something called "Head Office Billing" which might help you if you get money from one source for multiple different invoices.
by charleshorse
27 Feb 2013 10:22
Forum: Reports and Report Writing
Topic: Reorder Report by Supplier
Replies: 4
Views: 5034

Re: Reorder Report by Supplier

There is a Reorder command that you can use. Just highlight the sales orders (or products) and choose Reorder Product from the Command menu. It works out what you need based on your stock on hand and other orders, and generates the required purchase orders (but you have to have the preferred supplie...
by charleshorse
11 Feb 2013 16:02
Forum: Ideas and Suggestions
Topic: Job Details needs Labour Rates applied to individual jobs
Replies: 2
Views: 1902

Re: Job Details needs Labour Rates applied to individual job

I can't see why you wouldn't just have 3 different items for this, and use the appropriate one for the hours recorded.

e.g. 8 x LbrRte1 on one entry, then 2 x LbrRte2 on another.
by charleshorse
04 Feb 2013 18:40
Forum: General MoneyWorks
Topic: Bolding text in invoice lines
Replies: 1
Views: 1249

Re: Bolding text in invoice lines

I don't think you can do this. I think you can bold everything in a text block or nothing. Would be nice to have though!
by charleshorse
04 Feb 2013 18:39
Forum: General MoneyWorks
Topic: Invoicing from an Existing Quotation
Replies: 1
Views: 1151

Re: Invoicing from an Existing Quotation

Just turn the Quotation into a Sales Order, then ship the order -- an invoice will be created.