Search found 192 matches

by mikeguil
04 Feb 2008 08:20
Forum: Jobs and Time Billing
Topic: Handling Sales Tax as a vendor
Replies: 9
Views: 9734

Personally, I rarely use the quote function. I've been using the Sales Order as a way to track customer orders and then convert these to either a cash sale (COD) or invoice. It didn't occur to me that they are set up for product rather than service. I have most of my services set up as a product ite...
by mikeguil
02 Feb 2008 16:02
Forum: Jobs and Time Billing
Topic: Handling Sales Tax as a vendor
Replies: 9
Views: 9734

PST is charged on the final price of the sale item to the end user. If you have the Vendor's Permit, you won't be paying the 8% on goods for resale. So the PST remitted to the gov't is based on the selling price to your customer, not what you paid for it.
by mikeguil
02 Feb 2008 15:57
Forum: General MoneyWorks
Topic: Individual Debtor Statements
Replies: 3
Views: 3267

Glad I could help.
by mikeguil
01 Feb 2008 15:57
Forum: General MoneyWorks
Topic: Individual Debtor Statements
Replies: 3
Views: 3267

If you select the debtor from the Names (of clients) list and press CMD-], or select Command > Print Statements from the menu bar, you'll be taken to a window that allows you to print a statement for the high-lighted debtor only. There's a check-box to select the one debtor, or uncheck it to select ...
by mikeguil
31 Jan 2008 08:21
Forum: General MoneyWorks
Topic: Credit Cards as Bank Account
Replies: 4
Views: 4314

Credit Cards as Bank Account

I understand the benefit of setting up a Credit Card as a Bank Account. Is there any way though, of having it show up under liabilities rather than Assets (as a negative, usually).
by mikeguil
17 Jan 2008 15:32
Forum: General MoneyWorks
Topic: Funds Introduced
Replies: 5
Views: 5484

I understand where Katrine is coming from. MoneyWorks was designed so there are few instances where a journal entry is required. By using the Payment/Receipt function, you can make the adjustment and maintain better control for future reports and paper trail. Categorizing the receipt as a 'service',...
by mikeguil
17 Jan 2008 10:38
Forum: General MoneyWorks
Topic: Canada PST rate not what it seems ??!!!??
Replies: 23
Views: 17086

Working on it Josh. I'm in contact with some of the powers at MW to come up with the best solution. As soon as I know anything I'll post it hear.
by mikeguil
16 Jan 2008 14:16
Forum: General MoneyWorks
Topic: Adding New Inventory Question
Replies: 13
Views: 7723

Thanks Wallace... much better advice than mine! I didn't realize you could do that with the pricing. I don't need different prices for my products so haven't really looked at it.
by mikeguil
13 Jan 2008 16:02
Forum: General MoneyWorks
Topic: Adding New Inventory Question
Replies: 13
Views: 7723

Hey Josh... you're treading into territories I haven't so I'm just guessing at this point. That 'plussage' sounds like what you're after, but hopefully someone else here will chime in and confirm that. As far as the two different prices go, I would probably create two different products. The Multipl...
by mikeguil
12 Jan 2008 16:52
Forum: General MoneyWorks
Topic: SETUP Account Questions
Replies: 9
Views: 7785

I'll give it a shot Josh. Please if anyone sees any errors to my answers, please help us out! 1a) If you've set up a Debtor invoice through Setup, then it's as if the invoice was there all along, therefore, you treat the payment of that invoice 'normally' as you have indicated. 1b) You use the perio...
by mikeguil
12 Jan 2008 00:20
Forum: General MoneyWorks
Topic: Adding New Inventory Question
Replies: 13
Views: 7723

He's not necessarily wrong, but even with accounting, there's sometimes more than one way to accomplish a task.
by mikeguil
11 Jan 2008 15:13
Forum: General MoneyWorks
Topic: Adding New Inventory Question
Replies: 13
Views: 7723

I think I'm with BeanCounter on this one Josh. I understand where you're coming from, but trying to track THAT kind of cost, and be consistent, isn't feasible and would cause me to go mildly insane. The time, effort and hard costs (fuel, travel costs, Park admission fees, etc.) can all be claimed as...
by mikeguil
11 Jan 2008 00:30
Forum: Forms and Forms Design
Topic: No City Field?
Replies: 3
Views: 3801

That makes sense Rowan. Thanks. And I have committed to using Address4 for City.
by mikeguil
10 Jan 2008 16:13
Forum: Forms and Forms Design
Topic: No City Field?
Replies: 3
Views: 3801

No City Field?

When entering address, not every contact needs 4 address lines + Province + Postal Code. By not having one of these fields dedicated to City, it could go in any of the 4 address lines with no consistency.

There's a separate field for State/Province and for PostalCode, why not for City?
by mikeguil
10 Jan 2008 15:52
Forum: Forms and Forms Design
Topic: Formatting addresses
Replies: 4
Views: 4819

2nd question... what's the difference between \n and \r (new line and return).
by mikeguil
10 Jan 2008 08:35
Forum: Forms and Forms Design
Topic: Formatting addresses
Replies: 4
Views: 4819

ahhhhh.... thanks Rowan.
by mikeguil
09 Jan 2008 16:10
Forum: General MoneyWorks
Topic: Daily sales and webstore
Replies: 2
Views: 2506

That's how I do it as well and you can change the amount within the transaction. In the Product window, you can also enter $0 as the selling price and change it whenever you enter that product code in a transaction, or if you have a 'usual' price, enter that as the typical price. Whenever you enter ...
by mikeguil
09 Jan 2008 16:03
Forum: General MoneyWorks
Topic: Canada PST rate not what it seems ??!!!??
Replies: 23
Views: 17086

Nope.. didn't recognize you BeanCounter. Welcome to the forums.. and certainly no trouble at all. I've been informed by a reliable source that MW is aware of this problem and is working on a solution. In the mean time, I'm working on the best work-around for this, but everyone's input is very useful...
by mikeguil
09 Jan 2008 15:52
Forum: Forms and Forms Design
Topic: Formatting addresses
Replies: 4
Views: 4819

Formatting addresses

In a form, how do I format an address to place the City, Province and Postal Code on the same line, below the street address. I'm trying to figure out the "concat with" command and can get either the address all on one line, or each part of the address on a separate line - but not a combination of b...
by mikeguil
08 Jan 2008 15:03
Forum: General MoneyWorks
Topic: Canada PST rate not what it seems ??!!!??
Replies: 23
Views: 17086

There's separate accounts because MW will separate the PST from the GST when the GST report is run. Taxes all goes into one tax collected account, but when the report (it's not just a report, but a 'function' to calculate the appropriate taxes) is run, it will distinguish the two and allocate them t...