Search found 18 matches

by wmike1503
19 Apr 2018 21:04
Forum: Forms and Forms Design
Topic: Unable to edit custom form
Replies: 0
Views: 4724

Unable to edit custom form

Hi, I setup number of custom forms in OSX. I am now using Windows 1O and Moneyworks Gold 7.3.0r1. I am not able to see my custom forms -they are located in the custom plugins folder. I need to access them to make changes to them - for some reason this is not proving to be possible. In fact, they are...
by wmike1503
08 Mar 2017 02:48
Forum: General MoneyWorks
Topic: MoneyWorks files on external drive
Replies: 2
Views: 2853

Re: MoneyWorks files on external drive

Thank you for your response.

To clarify, do all my files get saved to Dropbox - can I work directly from the Dropbox location?

Cheers,

Mike
by wmike1503
22 Feb 2017 00:58
Forum: General MoneyWorks
Topic: MoneyWorks files on external drive
Replies: 2
Views: 2853

MoneyWorks files on external drive

Hi all,

I have a network attached drive. I would like to store my MoneyWorks files on the external drive and run MoneyWorks from them. Can I do this?

If not, is there anyway (I'm on MacOS system) I can automate backups to the external disc?

Thanks,

Mike
by wmike1503
02 Nov 2016 04:46
Forum: General MoneyWorks
Topic: UK County Field
Replies: 0
Views: 1990

UK County Field

Hi,

I am a UK user. Is there any way to change the 'STATE" field to 'County" and to increase it's length to allow for UK counties to be used?

Thanks,

Mike
by wmike1503
19 Oct 2016 07:03
Forum: Forms and Forms Design
Topic: Change field label on a form
Replies: 0
Views: 3487

Change field label on a form

Hi all,

I have the following custom form:

Screen Shot 2016-10-18 at 19.59.02.png
Screen Shot 2016-10-18 at 19.59.02.png (22.52 KiB) Viewed 3487 times


I want to change the tax invoice label to 'invoice'. I can't see how to do this in form designer.

Any suggestions, please?

Cheers,

Mike
by wmike1503
14 Oct 2016 00:33
Forum: General MoneyWorks
Topic: Receipts problem
Replies: 1
Views: 2368

Receipts problem

Using MoneyWorks Gold 7.3.7 I am unable to enter receipts. I have an invoice posted, when trying to enter a receipt against the invoice I am told that the receipt exceeds the invoice and do i want to enter an overpayment. The receipt does not exceed the invoice. What is going on here? Thanks, Mike n...
by wmike1503
30 Jan 2016 03:13
Forum: General MoneyWorks
Topic: Imported Moneyworks Gold names into another MoneyWorks Gold
Replies: 1
Views: 2237

Imported Moneyworks Gold names into another MoneyWorks Gold

Hi all, I think the title explains the problem. I need to recreate a MoneyWorks file from scratch. I want to use the accounts, customers and suppliers from another MoneyWorks file. I have exported from each of the sections. I have been able to import my chart of accounts with no problem. However, th...
by wmike1503
04 Dec 2015 07:52
Forum: Reports and Report Writing
Topic: How to create a receipt in Form Designer
Replies: 0
Views: 3664

How to create a receipt in Form Designer

So, I've edited invoices - OK. I would now like to create a receipt that I can email customers. This is proving a hell of a lot more tricky. In the available report - there does not appear to be a suitable form. The huge amount of fields is proving difficult to understand. I simply want to create a ...
by wmike1503
03 Dec 2015 00:20
Forum: General MoneyWorks
Topic: Opening balances
Replies: 5
Views: 4722

Re: Opening balances

I tried all advice I have been given, including from MoneyWorks support. Making a journal entry into an account just does not show up - my accounts all show zero - which is clearly wrong. Perhaps, it might be simpler to just insert some investor capital (as an opening balance) into my base currency ...
by wmike1503
01 Dec 2015 21:06
Forum: General MoneyWorks
Topic: Opening balances
Replies: 5
Views: 4722

Re: Opening balances

Screen Shot 2015-12-01 at 08.16.06.png Bronwen (from Moneyworks) advises the following: 'You can only journal in your base currency, so in line with your example you would enter $1200.00 to setup in your base currency (Euro) and then use Funds transfer to move that amount to your other currency acc...
by wmike1503
01 Dec 2015 06:01
Forum: General MoneyWorks
Topic: Opening balances
Replies: 5
Views: 4722

Re: Opening balances

Also, I need to do this for different currencies.
by wmike1503
01 Dec 2015 02:58
Forum: General MoneyWorks
Topic: Opening balances
Replies: 5
Views: 4722

Opening balances

When i setup the accounts, I forgot to put in some opening balances - how do I do this, retrospectively? Can I, perhaps, just put in some investor funds into each account?

Cheers,

Mike
by wmike1503
30 Nov 2015 03:45
Forum: Jobs and Time Billing
Topic: Invoices and departments
Replies: 2
Views: 4829

Re: Invoices and departments

departmentListings.png I've made some progress with this - I have the following: Holding company Company A (department) Cost centre (department) Company B Cost centre (department) etc So, basically, each department has it's own sub-departments if that makes sense. This seems to be almost there. How...
by wmike1503
30 Nov 2015 03:26
Forum: Jobs and Time Billing
Topic: Using multi currency with invoices and purchases
Replies: 2
Views: 4622

Re: Using multi currency with invoices and purchases

After some head scratching (I'm not getting any younger :D ) I think I've got these setup and working properly.

M
by wmike1503
29 Nov 2015 01:48
Forum: Jobs and Time Billing
Topic: Using multi currency with invoices and purchases
Replies: 2
Views: 4622

Re: Using multi currency with invoices and purchases

invoiceScreen.png This is what I see in the invoice screen. My question is - how do you assign the correct currency to the invoice or payment? I'm currently evaluating the software - if I can work this out I will be purchasing. I need to be sure that the multi currency (and departments) work correc...
by wmike1503
29 Nov 2015 01:42
Forum: Jobs and Time Billing
Topic: Using multi currency with invoices and purchases
Replies: 2
Views: 4622

Using multi currency with invoices and purchases

currencies.png I have, I think setup my currencies. My base currency is Euro, so I have not done anything with that. I have two other currencies - USD and GBP - I think these are setup OK - see attachment. I can see no way of entering these in the invoice or purchase screens. I will add a reply to ...
by wmike1503
28 Nov 2015 20:41
Forum: Jobs and Time Billing
Topic: Invoices and departments
Replies: 2
Views: 4829

Invoices and departments

Hi all,

I am lost as to how to assign an invoice to a department. There seems to be no way to do this in the invoice screen. I would have thought there would be a field to allow departments to be selected.

Any ideas, anyone please?

Thanks,

Mike
by wmike1503
28 Nov 2015 08:02
Forum: General MoneyWorks
Topic: Realised and Unrealised Gains and Losses
Replies: 0
Views: 1919

Realised and Unrealised Gains and Losses

I will be using US / GBP and Euro. I need to setup multi currency correctly. The manual is a little sketchy. Can anyone tell me what accounts ( i.e. bank account, for instance) I need to setup up for the Realised and Unrealised Gains and Losses accounts? Any help gratefully appreciated. Many thanks....