Importing Q & A

MoneyWorks has extensive and very powerful importing capabilities, allowing you to import almost any data. Below are some of the common questions we get about importing. Note that technical details are in the MoneyWorks manual, which you can search here … Continue reading

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Importing your Opening Receivables and Payables

One of the time-consuming tasks in changing to a new accounting system is getting your opening receivables and payables entered. It is made harder because some systems do not let you export this information in a sensible format (so even … Continue reading

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Converting to MoneyWorks

Converting to MoneyWorks is not hard, but it does need to be done correctly. In essence you want a snapshot of your existing business at a point in time, and it is this snapshot that you take into MoneyWorks. If … Continue reading

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What’s with the blurry display on my Retina Macbook Pro?

MoneyWorks 7.2 and earlier did not support “Retina” display mode on the Mac. For retina text rendering, please update to MoneyWorks 7.3 or later. Also, for best results, make sure that your Mac is set to its native display resolution … Continue reading

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How can I send emails via Office365’s SMTP server?

It is possible to email directly via mail server from MoneyWorks using SMTP for Office365. SMTP information is as follows: SMTP Server: smtp.office365.com Port: 587 Encryption method: TLS Go to Edit > MoneyWorks Preferences > Emailing Set the server name … Continue reading

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How can I send emails via Spark’s SMTP server?

We have had a number of queries from Spark (formerly Telecom New Zealand) customers, regarding sending emails via Sparks SMTP server. Recently Spark reconfigured their SMTP service to require encryption. Prior to MoneyWorks v7.1.8, the included SMTP mail client on … Continue reading

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I just installed Yosemite on my Mac and now when I send emails from MoneyWorks, the attachment is missing

This seems to be a bug in Apple’s sandboxing scheme and/or Apple Mail. The good news is that it only seems to fail the first time you use Mail after updating the OS. To fix the problem, quit from Mail … Continue reading

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Why are my reports getting truncated (short pages or missing pages)?

This can happen if your file was created on MoneyWorks 6 or earlier and for some (unknown) reason, the automatic transcoding of the text in the file was not completed when it was upgraded to v7. Another sign of this … Continue reading

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Where do I find my serial number

From version 6 onward – open Moneyworks and select Help – Enter serial. In previous versions you will find your registration number by opening the software and selecting,  in Windows, Help – About MoneyWorks; on a Mac, MoneyWorks Gold/Express/Cashbook – … Continue reading

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How do I look up the description of a Category when using Subsummary by category

Subsummaries provide a quick and easy way to create summarised reports. In an account range part (such as Find Accounts) where a subsummary is applied (either locally, or for the report as a whole), The Account.fieldName notation cannot be used … Continue reading

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