What’s New in MoneyWorks 9

MoneyWorks 9 is a major upgrade, laying the groundwork for the future with native support for the new Apple Silicon processors, and full 64 bit for Windows.

MoneyWorks Services

MoneyWorks Services allow the automatic installation of opt-in modules, allowing you to choose additional features that you find useful.

Bank Feeds
Bank feeds

Load the latest bank transactions directly into MoneyWorks, with optional automatic coding using auto-allocation rules.

Invoice Automation
invoice automation

Have supplier invoices and/or customer purchase orders directly entered into MoneyWorks with no re-keying.

e-invoicing
e-invoicing using peppol

Send and receive invoices electronically using the international PEPPOL standard.

MoneyWorks Services are available on all appropriate MoneyWorks products (for example, e-invoicing is not available for Cashbook as Cashbook does not support invoicing). Additional services will be added over time.

Asset register for MoneyWorks Gold/Datacentre.

The fully integrated asset register allows for the easy management of your assets, including acquisition, depreciation, revaluation and disposal. A comprehensive record of the events that affect each asset is maintained, allowing for better asset management.

  • Manage asset acquisition and disposal, with links back to corresponding accounting entry.
  • Monthly, quarterly or annual depreciation using straight line or diminishing value.
  • Revalue assets, automatically recording gains or impairment.
  • Maintain asset "groups", such as desks, chairs.
  • Record asset location, department and serial number, along with image.
  • Keep notes on events in the life of each asset.
  • Import asset information from other systems.
  • Asset categories simplify management of like assets.
  • Comprehensive reporting on assets and their history.

General Productivity Enhancements

There are lots of little and not so little things in MoneyWorks 9 to make things more efficient for you.

Search in Preview
Search in preview

Just enter the text you want to find in the new search box on the report preview window and MoneyWorks will display all occurrences of it.

UI Scaling
ui scaling

For Windows users, scale up the MoneyWorks User Interface to make it bigger and easier to read.

Receipting Goods
receive non-inventoried

Now you can receive non-inventoried (as well as inventoried) items on a Purchase Order before receiving the invoice.

Plus

  • EBITDA Reporting in P&L
  • GST/VAT Report drill-down available before finalisation step
  • Improvements to Cash Projection, Stock History Report, Statement of Cashflows
  • Insert line item anywhere in transaction/order by shift-clicking Add Line button
  • Add custom fields to detail lines (via script—see AppendColumnToStdEditList)
  • Select Printer dialog to make it easier to do page setups for the printer you intend (Windows)
  • MDI windows are composited on Windows for smoother updating
  • Scroll bar in mail message field
  • Copy and Paste custom column definitions between list views

Improvements to MoneyWorks Datacentre Server.

New features and speed improvements:

  • IPv6 support
  • 64 bit on Windows as well as Mac
  • Improved logging
  • Clients optimise JPEGs before upload to server
  • Improved backup behaviour for servers with significant REST workloads
  • Serverside invoice rendering speeds up invoice production when invoice forms perform complex database lookups
  • Checkbox option to disable mDNS for servers that don't need/want it
  • Improved committed/available stock display performance

New features in Scripting and Automation.

New scripting capabilities means more can be automated, faster!

  • Script Editor remembers the last selected script
  • Streamlined script editor search using search box
  • SMTP available from CLI
  • XMLWriter api (CreateXMLDoc, BeginXMLElement, AddXMLElement, EndXMLElement, FinaliseXMLDoc)
  • Built-in SendSMTPMail implementation
  • AppendColumnToStdEditList function to customise the standard transaction detail lines and timesheet lists with extra columns of your choosing
  • CreateArray(key_value, tuples) to populate an array as it is created
  • Pass initial window properties to ModalWindow/CreateWindow/CreateListWindow/ModalListWindow
  • NotifyChanged function
  • SetProgressMessage function
  • URLEncode improved and expanded to support mail encoding
  • Base64Encode supports line breaking
  • Curl_StrError function
  • TimeAdd function to add seconds to a DateTime
  • TimeDiff function to find the difference in seconds between two DateTimes
  • Regex_Search function to find the position of a pattern in a string
  • UpdateOrderLines function for programmatic processing of orders and linking to invoices
  • CLI restore command to restore backups of individual mwgz files or entire Backups directories
  • CLI archiveconf command to back up folder.conf files from an ASP Datacentre

Introducing Software Maintenance.

Going forward, we intend to move to continuous delivery of improvements to the software, rather than big leap upgrades. In future we will be making more frequent, smaller upgrades, which will be accessible through the normal Help>Software Updates facility in MoneyWorks. This will help us (and you) take advantage of new technologies, and to meet the regulatory changes that are increasingly being imposed by various governments.

To cover the cost of these developments we are introducing an annual software maintenance fee for all MoneyWorks products, something that has worked very well for our MoneyWorks Datacentre users for over fifteen years. This is calculated at just 1% per month of the retail price of your MoneyWorks product, and is payable in advance after twelve months. By keeping current with maintenance, you will have access to continuous updates and improvements.

This is an optional charge—if you choose not to adopt it, you can remain on the version of MoneyWorks current at the time your maintenance expires, but will not have access to subsequent updates (until you catch up on your maintenance, which would keep accruing).

System requirements

Please note the new system requirements.

  • Mac 10.13 (High Sierra) or later required.
  • Windows Windows 7 or later required (Windows 10 recommended); 64 bit required for MoneyWorks Datacentre server host.

For more detailed requirements please see System Requirements.

Change Notes

For more detailed information on changes in MoneyWorks 9, see the change notes

As you would expect with MoneyWorks

Upgrading is easy

MoneyWorks 9 will automatically convert MoneyWorks 8 files (as well as MoneyWorks 6 and 7) into the new file format.

Upgrade now

Bank Feeds

Bank feeds allow you to hook your MoneyWorks file up with your bank account(s). New transactions from the previous day that appear in your bank will appear on demand in MoneyWorks. Rules can be set so these transactions are automatically coded, or you can code them manually.

At present, this service is only available in Australia and New Zealand.

Note: This optional service is provided by a third party and hence is subject to a small additional charge per month per company.

Invoice/Order Automation

Forward your supplier pdf invoices to a designated email address (or have your suppliers send their invoices direct to the address), and the key information on the invoice will be "scraped" and made available for automatic insertion into the MoneyWorks Purchase Invoice list. No rekeying required! The source pdf will be attached as an image for checking/verification.

Similarly you can forward customer purchase orders, and these will appear as Purchase Orders in MoneyWorks,. The order is ready to be checked and processed, again without any rekeying.

Note: This time-saving service is provided by Ferret Software, a MoneyWorks partner, and hence involves additional charges.

e-invoicing

Smarter auto-allocations

Electronic invoicing (e-Invoicing) allows you to send and receive invoices electronically to/from other participants of the e-Invoicing world. e-Invoicing is based on an international standard (PEPPOL), original devised in the EU, and is accounting-system agnostic.

At the click of a button, an e-Invoice is sent directly from MoneyWorks to our partner, Link4, who are accredited access points for Australia, New Zealand, Singapore and the UK. They determine who the intended recipient is (based on a government supplied unique identifier) and forward it to that participant's access point. The recipient's accounting system detects the waiting invoice and automatically loads it — no rekeying required.

Conversely if a supplier sends you an e-Invoice, it will appear in your purchase invoice list automatically, or at the press of a button (depending on your preferences).

Note: This time-saving service is provided by link4, a MoneyWorks partner, and hence involves additional charges.

As you would expect with MoneyWorks

Upgrading is easy

MoneyWorks 9 will automatically convert MoneyWorks 8 files (as well as MoneyWorks 6 and 7) into the new file format.

Upgrade now

Still Using MoneyWorks 6 or 7?

They were great products, but check here to see the features from MoneyWorks 8 that are included in your MoneyWorks 9 upgrade.