MoneyWorks

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.

Bug fixes
May 2020

General fixes

• Fixed a GDI resource leak on Windows that could eventually lead to a crash
• Fixed reporting of filesystem permissions/access errors on Windows, which would sometimes be reported as “Error 6” instead of the actual error
• Fixed crash connecting to Daylite (Express)
• Auto allocation rule: “Any field” now only uses Contains matching rather than Starts With.
• Fixed spurious error logged when line-breaking on unicode characters in forms
• SMTP emails now allow longer message text
• PDF output on Windows is now more tolerant of transient filesystem errors that may be caused by antivirus software
• PDF output on Windows no longer fails when a form made on Mac has an embedded PDF
• New accounts doc: Mac now defaults to ~/Documents again instead of home directory
• Forms Designer: Fixed cosmetic issue when deleting list columns
• Forms Designer: Lists with Calculated by Row Count now support the index variable to get the row number
• Fixed crash in the Bank Statement import when clicking in the blank space below the reconcile column
• Fixed currency numeric format issue in the CLI
• Fixed batch expiry date lookup on Windows when selecting a batch from the batch chooser
• ReplaceField functionality enabled on TheirRef and receipt detail fields
• Fixed Windows frame window status bar height after window resize on HiDPI screen

Datacentre

• Long running backup from previous close no longer causes error in a subsequent database close when REST request frequency matches shutdown latency
• Fixed moneyworks_server user showing in system preferences Users list with no Real Name
• No longer logging network error payloads
• Image optimisation now skips files that are already less than 20KB in size

Scripting

• Custom editable list cells in read-only columns are now mutable from a script

Bug fixes and performance enhancements
9 Mar 2020

General bug fixes and enhancements

• Bank statement importing now supports new-syle XML-based OFX in addition to old-style SGML-based OFX bank statements
• Bank statement importing remembers your preferred format and should generally pick the right format between QIF, old OFX and new OFX (including QBO, QFX)
• Fixed a syntax error in the Cash Flow report
• Updated Stocktake Report to fix overlapped numbers in middle column
• When creating PDFs on Windows, MoneyWorks will look for per-user installed truetype fonts in addition to systemwide ones.
• Fix an issue with non-ASCII characters in emailed PDF file name
• Made the AppleEvent permission message more generic because Apple uses it in unexpected places, like when you delete a file from a File-Open dialog box
• Datacentre: Managing BOM is much faster on a high-latency network
• Datacentre: Reliability improvements on very high load servers
• Datacentre: Fixed cloning via [New] templete mechanism
• Datacentre: Added config option to disable mDNS
• Fixed issues with choosing/validating serial numbers in journals and stock returns
• Better handling of spurious Objective-C exceptions from printer drivers (Mac)

Scripting

• Fixed a potential crash in AddStatementTransaction
• File_Open can use a filename of “STDIN” to open a dropped file passed to a bank statement importer script. Falls back to a file open dialog as for an empty name if there wasn’t a dropped file
• SavePicture now works on the transaction image placeholder for newly imported images plus GetFieldValue now provides useful generation information for built in picture placeholder objects.
• Floating windows created from a script are now closed when the document closes
• Script loading is now logged
• CLI now becomes much more verbose when -v option is used twice
• CLI optimg command. See the man page for details
• Fixed potential crash with Applescript Evaluate expression that results in error
• ChooseFromList now accepts the full range of numeric list option flags as for InsertListObject
• Fixed incorrect timezone indication during Daylight Saving for DateFormRFC2822 format on Mac
• Added DateFormISO8601Time formatting for DateToText