MoneyWorks

Now you can have unlimited customer and supplier contacts

• Create as many contacts as you need per name record.
• Each contact has its own name and contact details (phone, email etc).
• Up to 16 user-definable roles.
• Email any contact identified by role.

MoneyWorks Gold now includes the ability to track serial and batch numbers

• Inventoried items can be flagged to require a serial or batch number.
• Batch numbers can be set as expiring.
• Serial/batch numbers can be up to 31 characters long
• Serial/batch numbers can be tracked by location.

Auto-allocation rules now allow more complex tests against memo, payee, amount and the bank account, and the split can be a a combination of percentage and absolute amounts among up to 4 accounts.

Create rules that allocate receipts/payments to receivables/payables to pay invoices.

You can have a general auto-pay-invoice rule that intelligently identifies whether a receipt is for an invoice and allocates it for you (based on customer code or invoice number in the statement details).

We've added more fields, and lengthened many existing ones, allowing you to store more information.

• Category fields are now 15 characters.
• Product codes lengthened to 31 characters.
• Tax code lengthened to 5 characters.
• New 15 character custom fields in:
• Names
• Products
• Jobs
• More user fields in transactions.

In MoneyWorks Gold only:

• New fields in accounts for cash flow statements and forecasting.
• New 255 character memo field in bills of material.
• Serial number, date and location fields on detail lines and job sheets.
• Security level fields in accounts and transactions.

For use in scripting to customise MoneyWorks Gold:

• New fields in persistents (user2).
• New UserNum and UserText fields in most tables.
• Special taggedText fields to most tables.
• New "Approved by" fields in transactions.

And the amazing thing is that, despite increasing the field length and adding more fields, your Moneyworks 8 file will be 10-15% smaller than your existing MoneyWorks 7 files!

General ledger security levels provide added protection to sensitive information (such as payroll transactions).

• Each general ledger account can be assigned a security level.
• Each user can be assigned a security level.
• Users cannot see accounts unless they have the required security level.
• Users cannot see transactions that have stricter security

The new MoneyWorks window builder allows you to create new list views, entry windows and alerts, and even add new fields to some existing entry windows.

• Create custom windows to streamline your workflow.
• Use webviews to display data from websites, or access clever web-based analytical tools such as google charts.
• Display data within MoneyWorks from other sources, such as SQL databases.
• Use "overlays", to extend transaction entry windows.

These windows can be fully controlled (open, closed, field validations etc) using MoneyWorks scripts.

Major improvements to the forms designer include multipage forms with different formats using sections, and smarter list resizing.

• Add pages with different layouts using sections.
• When printed or PDFed, sections are collated together.
• Sections can each have their own copies calculations, allowing (for example) a Terms and Conditions section to be automatically printed the first time a customer is invoiced.
• Lists can have different top and bottom positions on the first and last pages, reducing waste space.
• The option of sorting list contents by one or two fields is now augmented by an option to sort by a formula.
• List headings can be vertically centred and contain <<merge text>>
• Lists can now be based on calculated tabular text data.
• Page visibility attributes are accessible from the forms designer sidebar.
• Forms are auto-saved as you work, reducing the possibility of lost work through a computer crash.