With over 100* new features and enhancements, including a more polished and streamlined user interface, rapid visualisation of your business's performance with the new Navigator Dashboard, and improved presentation of reports and forms.
- New Navigator and
- Modeless transaction entry
- Auto-fill and custom
- Sticky notes
- Powerful Preview
- Native PDF generation (even on Windows)
- Improved Forms Designer
- Product Images
- Original document storage
- Direct emailing
* Note: Some new features may be specific to MoneyWorks Gold (or Express). This page describes selected new features only.
The redesigned MoneyWorks 6 Navigator is simplified, yet more useful and informative. It’s now scalable and displays live information
- More efficient layout
With fewer panels, you can now get around the Navigator with fewer clicks.
- To do panel
The new to-do panel reminds you of regular tasks, overdues etc
- News feed
Important announcements from Cognito can be (discreetly) displayed right in your Navigator
When you start MoneyWorks 6, your recently-used data files are right there on the Welcome page for easy access.
Recent network connections.
For MoneyWorks Gold, the recent files list now also includes server connections. If you have your password in your Keychain (on Mac) you can log straight in to your server with just a double-click.
The navigator Dashboard provides instant graphical snapshots of your company’s performance.
Bank accounts, Monthly profit, Receivables (in Express and Gold), and Assets vs Liabilities. This provides at-a-glance understanding of how your company is doing. (And yes, in MoneyWorks Gold and Datacentre, the information is protected by privilege control).
You can even customise your dashboard—The new Navigator and dashboard is built using custom forms and custom reports that you can create and edit in MoneyWorks Gold.
MoneyWorks 6 streamlines transaction entry, lets you multitask more easily, and lets you keep track of original documents.
- Auto-fill of codes
New auto-fill lists show possible matches in real time as you type. If you don't know the code, start typing any word from the description and still get a match.
- Auto-fill from history
If you often type similar transaction descriptions, you'll find the new autofill-from-history a big time saver.
Custom validation lists
Custom validation lists allow you to specify a set of values that are allowed for many fields (in particular category and custom/user fields).
Multiple open transaction entry windows
Halfway through entering a Quote and need to do a quick receipt? No longer a problem: you can now open any number of transaction entry windows
- Drill down to related information without interrupting workflow
Want to look at a customer’s details; drill down to the customer and you can keep the customer window open while you go back the transaction
- New keyboard shortcut to directly create a new transaction entry window from wherever you are.
Original document storage
If you receive invoices by email, or scan them in for electronic storage, in MoneyWorks Gold and Express v6, you can now attach them to the MoneyWorks transaction for easy recall. MoneyWorks 6 helps you get closer than ever to the paperless office.
Now there's an easy way to remind other staff members (or even yourself) of information concerning particular transactions, accounts, customers, suppliers or products.
Attach “sticky notes” to transactions, accounts, names, items or jobs
Sticky notes will pop up when you view a record or when you use the code identifying that record
Attach images to your product/item records and includee them in reports and on quotes, invoices, labels etc.
[MoneyWorks Gold only]
Drag-and-drop image files into product records or click to import
Images are automatically optimised and stored with your accounts document or uploaded to your MoneyWorks server
- Product Catalogue
Customisable price list/catalogue, optionally with product images and/or barcodes as well as prices
A lot of your MoneyWorks workflow involves producing documents, whether they be reports, invoices, statements etc. MoneyWorks 6 has a greatly improved workflow for working with on-screen print previews.
- High quality rendering
Modernised, fully antialiased rendering; the preview automatically scales to fill the window.
- Consolidates multiple previews into one window
Each preview is named and timestamped; easily switch between multiple report runs
- View side-by-side
If you need to compare two versions of a report, just click the Own Window icon in the toolbar to open the current preview in its own window. MoneyWorks helpfully arranges the windows side-by-side.
Want the same report you just previewed but for a different month or with different options? Just click the Refesh icon in the toolbar to bring up settings for the current report.
- Save as PDF
Save the current preview directly to PDF without re-running the report. Even on Windows.
- Send as Email (PDF)
It's now easy to preview a report or invoice on screen before emailing and you know that what you see is exactly what you are sending.
- Copy page as PDF (Mac) (or EMF on Windows)
Copy and paste pages from reports into iWork, Word etc
Improved Forms Designer
[MoneyWorks Gold and Express only]
It’s important to present a polished look in all your correspondence with customers.
The much improved MoneyWorks 6 forms designer makes it easier than ever for you to create or customise professional-looking business forms.
A much requested feature: Zoom in or out of your form to get a better view.
- Auto alignment guides
When moving or resizing objects, the edges will automatically snap to line up with existing objects on the form, making it much easier to achieve an attractive layout.
- High quality display and output
The forms designer and forms printing now use high-quality Quartz/GDIPlus rendering.
- Line styles
Dotted and dashed line styles, and arrows are now supported.
- Fractional line widths 1/4pt and 1/2pt
True fractional line widths are now supported. Finer lines can greatly improve the look of your forms.
- Full colour range and transparency
New colour pickers allow you to choose any colour in the full colour range for lines, fills and text. You can also add transparency to lines, fills, and graphics.
- Find/Find again
Easily find any text in formulas on your form.
- Automatic optimisation of placed images
Large graphics are now automatically optimised when you save your form.
Include EAN13 (UPC) and GS1 (Code128) barcodes on forms and reports.
- Leading control
Control the line-spacing of text by adding “leading” between lines.
- Product images
Include product images in your quotes, invoices, labels etc.
Re-sign and upload modified forms to your server using the new toolbar icon [MoneyWorks Gold/Datacentre]
Multiple Instance Preference
- MoneyWorks 6 makes it easier to work with multiple company documents simultaneously. You can choose whether MoneyWorks will close the current document when you switch to a new company document, or will instead start a new instance of MoneyWorks so that both documents can be open at the same time. The Mac Dock icon even has the company name so you can see which instance is which.
- On Windows, using single-instance mode makes it easy to open or install* forms or reports in the running instance of MoneyWorks by just double clicking them in Explorer. (*as appropriate to product)
MoneyWorks Gold 6 offers improved inventory features for stocktakes and purchasing [MoneyWorks Gold only]
Emailing of invoices and other forms and reports can now optionally be done by direct connection to an SMTP mail server as an alternative to creating individual messages in your mail client.
This can make sending many emails much faster and easier.
MoneyWorks 6 still supports GUI-client email creation (Simple-MAPI-compatible clients on Windows, Apple Mail and MS Entourage on Mac, and v6 adds Office Outlook 2011 support
MoneyWorks Datacentre 6 naturally includes all of the new features and benefits of MoneyWorks Gold 6, plus a few specific improvements.
The upgrade to version 6 is provided at no additional charge as part of the Datacentre software maintenance programme (programme subscription must be up-to-date).
New Console app
The new Console applicaiton facilitates setup and management of your server. It is now very easy to set up password-protected or connection-limited subfolders.
“Version 6 is chock full of really cool features that everyone will use.
I can’t wait to be able to share the new features with existing, and new clients. My favourite features are Sticky Notes, and being able to attach .pdf’s to transactions”
Cachet de Software