MoneyWorks

27 Oct 2021

General changes

• Tweaked Mac installers so that M1 Macs don’t falsely claim that Rosetta needs to be installed
• Product.BuyPrice is no longer updated for inventoried items returned for credit
• Fixed Purchase Order invoice-after-goods processing to allow a negative purchase line to be zeroed for exclusion from the invoice when it has already been processed previously
• Updated to libcurl 7.78.0 on Windows
• Easier access to console log and logs folder (in Help menu). Also the Gold logs are now in their own Logs subfolder on Windows
• Modeless MAPI is optional and only enabled on Windows 10, since it appears to be unreliable on older versions of Windows/Office
• Generic CSV Bank Importer: Now ignores lines where date is empty or amount is empty

Reports

• New Profit and Loss for Date Range Report
• New Tax by Currency Report
• Stock History Report: fixed error when transactions not being shown
• Trial Balance to Date: fixed error for first period of financial year
• Fixed a potential crash in GST Report

Server and networking changes

• Addressed an issue with the number of connected users sometimes being miscounted on Windows servers
• Further sleep detection logic for flaky versions of Windows 10; if your PC went to sleep while network connected and did not tell MoneyWorks, MoneyWorks will now just exit on wake instead of crashing
• REST doreport: optimised for large reports with no output format specified (i.e. plain text output)
• Improved CLI logging
• Server explicitly logs disorderly disconnects
• Optimised the ledger autocomplete cache building to improve performance for data files with millions of ledgers (we do not condone structuring your accounts to have millions of ledgers — that is nuts)
• jpegoptim path is relative for 64-bit install on Windows, instead of hardcoded to the (x86) directory
• Addressed rare server crash on Windows server on client disconnect
• Fixed a potential server lockup when a REST/HTTPS client fails to respond to a TLS shutdown
• If a REST worker encounters a database lock, it will now fail instead of potentially retrying forever
• Datacentre Console now indicates users whose connections appear to be stale ahead of them being disconnected

Scripting improvements

• Fixed Before:F_REPSETUP being sent twice if the script handler takes a long time
• New Timestamp function provides formatted timestamp with milliseconds
• New WaitMilliseconds function for programmed script delay
• Fixed script syntax colouring when first line is a hashbang (#!)
• New Standalone scripts (hashbang mode) can receive command line arguments (in __args[])
• Setting B_NEXT to true in the product entry now saves the record and advances to the next one as expected
• Removed some outdated info from the command line tool man page
• Message.StartDate is now mutable by ReplaceField()
• Regex_search: Fixed spurious runtime error when search string is empty

2 Sept 2021

• Improved network resilience when client network connection drops temporarily, and improved idle client detection for Windows clients
• Improved report execution speed, particularly on Windows servers running on KVM virtual machines
• MAPI mailing is now modeless when connected to a server
• Receive non-stocked items from PO before invoice now supports all items on order being non-stocked
• Bank Feeds Fastlink now uses external browser on Windows to work around embedded browser compatibility problems in Yodlee Fastlink
• Show Company Details: added a “Single user mode required” notification
• Improved Sum Selection on Orders to differentiate allocated and backordered
• CSV Bank statement importer
• Improved handling of departments in Asset Register
• Account Enquiry Include Unposted performance improved on server
• Fixed cosmetic Account Enquiry drill down highlight issue (Windows)
• Shift-Next in Transaction entry now turns off Recurring checkbox, because the recurrence record is not duplicated
• Datacentre Session file recovery is now always logged
• Fixed a crash when closing a window immediately after starting to compose an accented character in a field on Mac

Scripting enhancements

• Scripting: <READ> metasymbol to make a custom field read-only
• Scriptable option to disable TLS attempt for SMTP: BuiltIn:SetSMTPEnableTLS(false)
• Scriptable option to enable JS error reporting in Windows Web View: WebViewControl(w, "L_WEB", "options reportErrors='true'")
• CLI can directly execute .mwscript files
• Fixed an issue with REST request logging

9.0.2r3 supplementary update for Datacentre/Gold 30 July 2021 — see end of notes for additional bug fixes

• New Rounding Mode option: For jurisdictions that mandate rounding half cents (for GST/VAT) “upwards” (technically, away from zero) you can now choose this rounding option instead of the default Bankers’ Rounding (round-half-to-even). Find this option in the GST/VAT Preferences for your document.

• Anomalous entries in GST report now also have a background highlight, to be more easily discerned by colourblind users
• Work around macOS High Sierra and later not reporting the correct language locale, resulting in Long Date format always being in English for customers in non-English locales. Note that working around this (intentional) Apple bug/feature has the unfortunate side effect of showing incorrectly localised sidebar headings in Open and Save dialogs within MoneyWorks for all locales (e.g. “SD8.1” instead of “Locations”). Apple appear to have fixed this bug in the upcoming Monterey release.
• Fixed an intermittent login crash for users with very long MoneyWorks Now usernames
• Optimised Sum Selection for Orders
• Asset Register: New assets that have zero bookvalue should be made active
• Asset Register: Allow new assets to be made non-depreciable
• Asset Register: New assets with DV depreciation couldn’t alway be depreciated monthly
• Implemented serverside importing for assets
• Transaction Colour popup a bit wider
• Allow zero-qty serialised product line on invoice (to indicate backordered item)
• Prevent idle sleep for network clients, which otherwise results in disconnection
• Improve forced-sleep logout behaviour for network clients
• Fixed an issue with processing Sales Orders for cash customers
• Retain send name in From header for SMTP, if specified
• Fixed 64-bit crash on Windows when editing text objects in forms designer
• Improved Work-it-out behaviour for price codes importing transactions
• Bank Feeds improvements
• Fix potential crash displaying fonts in preferences (Windows)
• Fixed decimal alignment issues with parenthesised negatives in form lists
• Fixed missing tooltips in Navigator on Windows
• Fixed a runtime error in Profit Yearly Comparison report
• Jobsheet importing now supports full length memo fields
• Fixed type-selection in hierarchical lists, such as the Index to Reports
• Report output to HTML file retains custom font size and style on parts and cells
• Fixed On Order for products not respecting unit conversions
• Fixed a login race condition with serverside reporting which could occasionally cause a report to fall back to running clientside
• Removed spurious log entry when running a report on server for text output
• Improved description of CI overpayment credit note
• No longer using WinInet api on Windows; CURL across the board
• Fixed Post icon disabling for payments on invoices
• Handle pathological PO constructions (negative non-stocked items + stock received before invoice)
• Preliminary Monterey compatibility work
• Fixed concurrent login accounting for REST or a perpetual license Gold login

Scripting and automation

• REST API change: REST import errors are no longer inappropriately reported as 500 Internal server error. These are now reported as status code 422
• MWScript: handler parameters that are not provided now have value NULL instead of throwing an error when accessed (allowing for optional parameters).
• MWScript: The Round function’s default rounding method is now the document’s rounding mode. Use the optional third parameter to force a specific rounding mode.
• Script Editor: reloading of dependent scripts improved
• REST//list may also be invoked with REST/folder/list for the benefit of UAs that don’t like //
• Fixed exception from Mail() function on Catalina and later if no attachment supplied
• Fixed a web object crash with 64-bit Windows version
• Fixed Mac screen update issues after programmed refresh in Navigator
• Form variables Stmt_Date, Omit_Credit, Omit_Zero, Print_Copy, Include_Remit, Message are now instantiated at startup (previously these variables would only exist after the first visit to the statement printing dialog)
• Experimental API for database change notification

9.0.2r1 (Datacentre, Gold)

• Fixed a 9.0.2 regression in purchase order processing (receiving invoice after goods)
• Improved Datacentre performance of include unposted in account enquiry for large ledgers
• Fixed SMTP failure where recipient’s name contains a comma (name now not included in that case)
• Cosmetic fix to popup on Account Enquiry

9.0.2r3 (Datacentre, Gold)

• Windows 64 bit Gold installer was not installing DLLs required for some Windows versions
• Fixed crash on Windows when adding more than 500 reports to the Reports menu
• Fixed crash when printing a report to clipboard (9.0.2r1 bug. d’oh)
• SOH/Avail calculation for Sales Orders with multi-location stock is now cached and therefore MUCH faster
• Scripting: AutoFillField function with programmed autofill text block now works with blank descriptions

Improvements and bug fixes
2 June 2021

• MoneyWorks Services can now be activated from MoneyWorks Now and Datacentre clients
• Fixed Drag and Drop of PDF files into image objects on Windows
• Asset Register: Fixed depreciation of a new asset purchased on 31/12 being doubled when year end is 31/12
• COM key reinstall now works with 64-bit Gold on Windows
• Opening PDF manual checks that you have the v9 manual
• Profit and Loss for Month: Fixed a syntax error in one configuration
• Sales order with negative order lines now won’t go to Sold until the negative lines are also processed
• Labels can now be smaller (40 points wide)
• Detail.custom1 and Custom2 are now in the transaction import map
• Windows F1 Help now exits the current field so that you can use the search function in Help
• Fixed a crash on Windows in the printing dialog when selecting a form while output is set to Excel
• Fixed a potential crash when processing a custom toolbar icon click
• Yodlee logging is quieter by default
• Paid By and Price Code popups bigger

Scripting

• ValidateFieldWithValidationString can now take a list item or handle and it will validate the active cell of that list
• SetFieldValue(w, "B_NEXT", 1) to step through records now works as expected (v9 regression)
• CLI with -z now loads the SMTP BuiltIn script as expected
• The BuiltIn SMTP script is now named as documented
• Round now has an optional parameter to optionally get primary-school rounding instead of Banker’s rounding
• Verbose logging option for CURL (CURLOPT_VERBOSE)
• CURL support for CURLOPT_SASL_IR and CURLOPT_LOGIN_OPTIONS
• Verbose logging option for SendSMTPMail (Built_In:SetVerbose(true))

Server fixes

• Fixed a crash in 64-bit Win Gold client finalising GST when connected to a server
• Removed unnecessary logging
• Windows Console can be minimised again
• Fixed server crash getting effective stock
• Importing XML with Byte Order Mark (why would you even have this??) on the server now works
• Removed connection limit UI for root folder in Console
• Allow zero as a connection limit for subfolders in Console
• Fix Windows server meltdown when ports collide with IPv6 turned off
• Remove IPv6 checkbox because the setting should not be changed while documents are active; can be disabled in .conf if required
• HTTP logging now logs the result code (this does mean that the log entry does not happen until the request has been processed, rather than before it it processed)
• CLI with -z now loads the SMTP built-in script as expected
• Fixed CLI login to MWNow documents (was failing to match the document URL)

12 May 2021

MoneyWorks 9 is a major upgrade. This upgrade is included with all subscriptions, and for Datacentre users with current maintenance (although a new v9 serial number will be required for non-subscription serials). These notes apply to MoneyWorks Gold/Datacentre, but where features are common to Express/Cashbook, apply to those products also.

Revised system requirements

• Minimum supported Mac OS version is 10.12 Sierra
• Minimum supported Windows version is Windows 7. Windows 10 recommended.

What’s New

• Platform optimisations
• Apple Silicon Universal binary runs natively on newest Macs with M1 processors. Up to twice as fast as running on an Intel CPU.
• 64-bit Datacentre is now fully 64-bit on Windows. 32-bit Windows is no longer supported for Datacentre server. Datacentre will deliver 64-bit Gold client updates to existing 64-bit Gold installs, and 32-bit Gold client updates to existing 32-bit Gold client installs. You can install both, or swap between them.
• 64-bit Optional 64-bit MoneyWorks Gold on Windows — up to 15-30% faster than the 32-bit version. Updating will normally deliver a 32-bit update. See how to get the 64-bit Gold
• New Feature Asset Register — Record fixed assets and track and report on depreciation
• New Feature Search in Preview — need to find something in a 300-page report. Quickly search in the preview window.
• New Feature Services — allow the automatic installation of opt-in modules supporting third-party services, allowing you to choose additional features that you find useful.
  • Available Bank Feeds (currently in NZ and Aus; charges apply)
  • Available Invoice Automation Have supplier invoices and/or customer purchase orders directly entered into MoneyWorks with no re-keying.
  • Available e-Invoicing Send and receive invoices electronically using the international PEPPOL standard.
• Windows UI improvements including scaling up all windows and dialog boxes for the hard-of-seeing

• Add custom fields to detail lines
• Insert line item anywhere in transaction/order by shift-clicking Add Line button
• Receive non-inventoried goods on PO before invoice
• Select Printer dialog to make it easier to do page setups for the printer you intend (Windows)
• EBITDA Reporting in P&L
• MDI windows are composited on Windows for smoother updating
• Scroll bar in mail message field
• Copy and Paste custom column definitions between list views
• GST Report drill-down available before finalisation step
• Improvements to Cash Projection, Stock History Report, Statement of Cashflows
• Period popups now clearly indicate current year, last year, and end-of-year periods
• Find Serial to easily find a product by serial number

Server improvements

• IPv6 support
• Improved logging
• Clients optimise JPEGs before upload to server
• Database will auto backup even with high frequency 24/7 REST requests
• 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
• Downloading a backup now has the option to include or exclude images

Scripting and automation improvements

• 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
• Streamlined script editor search
• 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
• HMAC function to calculate hash-based message authentication codes
• Curl_GetInfo function to get information about a CURL transfer
• Script Editor remembers the last selected script
• 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
• You can now add more custom toolbar icons
• Reports can have a push-button custom control
• NotifyChanged function
• Navigator(“prin”) for invoking Print List from a script
• GetRecordForListRow and PutRecordForListRow functions
• ReadCurrentRecordForWindow now makes the returned value a window property, so multiple scripts operating on the same window will see the same result
• Removed window title scripting indicators (the asterisk)
• Base64Decode functions ignores newlines in input
• Regex_Search function
• WriteToTempFile can now suggest a location
• GetUIField can use symbolic window names
• FirstUnlockedPeriod() function

Fixed some stuff

• Improved forms UI editor alignment guide behaviour
• Fixed issues with Windows HiDPI scaling in the margins dialog
• Fixed issues with Windows HiDPI scaling with lists in the in custom form editor
• Forms and reports generated with the CLI no longer suppress regional number formatting
• Scripting: fixed double invocation of Before handler when Next clicked
• Scripting: CheckCodeField function respects the “**” account meta type for IN/EX
• Datacentre database servers will close immediately on last logout after 24 hours of continuous operation (i.e idle delay → 0)
• Windows status bar help strings clear when they should
• Improved the behaviour of custom column widths when moving between HiDPPI and normal DPI Windows machines
• Datacentre does not do a backup if no changes were made
• SendEmail has been retired in favour or MWScript/libcurl-based SMTP (see above)
• Reprinting GST report now updates the required tax totals for reprinting forms when the report runs on the server
• Fixed a cosmetic issue with cursors at window edges on Windows
• Load Bank statement remembers the preferred format for each bank account
• Load Bank statement UI streamlined a bit
• Improved report preview drill down behaviour when drilling down to a single record
• Fixed JobEntry import sell price work-it-out behaviour when pricing mode not properly set
• Removed spurious alert that could occur when importing XML stock journals
• Sending a bunch of emails now shows progress display
• DC Console now shows IP address of connected clients
• Form thumbnail generation is now time-limited (for forms that do a large amount of computation)
• Removed annoying beep when a window opens with a date field whose value is set to blank
• Option to suppress script progress dialog
• Scripting: File_Open in TMP dir on Mac now applies correct Mac file type for extension
• Sped up the Pay Creditors payment method filter
• Fixed potentially incorrect XML importing of payments on CIs
• Save dialogs no longer try to force the folder location
• Prettified the Windows output popup to match the Mac version
• Product History is much faster over a high latency network
• Delete key no longer operates as “Back” in Mac webview controls
• Replace command can operate on Roles
• NumFormHex16 and NumFormHex32 constants for NumToText hex format
• Item History Pending now properly shows backordered qty
• Fixed a bug that could sometimes cause changes to a script not to be saved
• New Field: Detail.OriginalUnitCost records the inventory unit value prior to a stock purchase being posted (for audit trail enhancement)
• Fixed a problem with dates in server side reports preceding 1970
• Transactions imported from bank statement are flagged to preserve gross values if GST/VAT is modified
• SMTP mailing indicates the server settings in the mailing window
• Process Order: Default to correct payment type based on customer settings
• Timesheet activity field full length available in data entry
• Receipts can be imported against head office accounts
• Jobsheet import now sets EnteredBy
• Adopted openssl 1.1.1
• Detail Line Items List: Item Lines view – Qty now decimal aligned
• Fixed sidebar report invocation on Big Sur
• Backup option to exclude images
• Details report has better formatting of stock journals
• Various cosmetic fixes

7 Dec 2020

Big Sur compatibility fixes

• Fixed crash on macOS Big Sur rendering PDFs in Preview window
• Fixed mouse click autoscroll problem in server login window and Bank Reconciliation on macOS Big Sur
• Proper macOS version detection
• No changes on Windows

Performance and reliability enhancements
12 August 2020

• Validation list on Salesperson field no longer prevents proper salesperson update (for Append Salesperson products) when changing salesperson for a transaction
• Omit blank contact email addresses from mail recipient list
• Job Sheet entry window network performance improvement
• Datacentre: Skip backup-on-close when the database was not changed.
• Don’t show tax rate in account entry when GST is disabled
• Scripting: CreateArray function can now take pairs of initialiser keys, values
• Scripting: Support for CURLOPT_SSL_OPTIONS CURL option
• Scripting: ModalWindow, CreateWindow, ModalListWindow, and CreateListWindow can now take an optional final parameter containing an associative array of initial window properties
• Scripting: SetListField failing when script progress window appears – for now the progress window is suppressed by SetListField
• Printing Diagnostic to clipboard no longer includes NULs that confuse encoding detection in Windows Notepad
• Import configuration preview data that is out of view updates properly when stepping through records (Mac)
• Auto receipt number in the Receive Deposit window
• Fixed Forms Express invoice text wrap in headings on Windows

22 June 2020
Update recommended for: All MoneyWorks Datacentre users; all Mac users; Gold users who use inventory auto-build.

• Fixed a crash in the form Layout dialog when updating the form thumbnail on a serverside statement when no statement had been run yet
• Fixed an unnecessary server failure on Windows server in non-SSL mode when certain rare network interrupt conditions occur
• Fixed rendering of abbreviated date formats in serverside reports
• Fixed a problem with delivery of client updates from the server
• Autobuild during posting now uses date of sale for the build journal rather than current date
• Improvements to serverside pdf optimisation
• Work around update installation issues caused by Catalina 10.15.5. If you have trouble updating client software on macOS Catalina 10.15.5, you may need to download a fresh installer, or install the 10.15.5 supplementary update.