Change History for 7.3.5

14 Dec 2015

  • Cocoa version was failing to filter hyphens from account codes. If you have inadvertently created an account code with a hyphen in it, it won’t be usable. You should delete the account and recreate it (without hyphen). The hyphen character is reserved for separating account codes and department codes in departmentalised ledgers.
  • Fixed a resource leak on Windows where the process could run out of Device Context handles, especially through excessive use of window minimisation.
  • Failed network logins are now always logged, together with the source IP address. Also improved logging for some other Datacentre error conditions, including MoneyWorks Now login failures.
  • Improved formatting and alignment of additional sell price fields in product list.
  • Increased the line length limit for reports.
  • Cancel search in Job sheet Items now clears the search field.
  • Changed the timing of script loading at startup to prevent scripts from accessing an unstable UI state.
  • Do Report AppleEvent now recognises output option on 64-bit
  • Make things less crashy in Windows when there is no default printer.
  • Warn of tax rate changeover after order date when processing orders.
  • Cosmetic fix to list options dialog on Carbon and Windows.
  • Fixed incorrect encoding of ellipsis displayed when detail description is truncated at a newline for list display.
  • Old-style command line parameters were not being parsed properly on Windows in 7.3, resulting in spurious error messages.

15 Dec 2015

Sorry, that last fix in the above list broke command line parsing on Windows so that double-clicking a document wouldn’t work!

7.3.5r1 changes:

  • Fixed Windows command line parsing. Double-clicking documents now works again.
  • Made the login sound on Mac less LOUD. Hope this makes you happy, Rob.

and 7.3.5r2 changes

  • Fixed an error processing problem when logging in to a Datacentre server.
  • Reorder List report now takes into account the unit conversion factor.
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Change History for 7.3.4

30 November 2015

  • Server logging now logs client connections and disconnections even when verbose logging is off.
  • Fixed crash in report interpreter accessing a malformed table (with fewer header columns than data columns—prepending a truncated header row to a table may now result iin the table data also being truncated).
  • Script for-loop reading a text file now automatically transcodes MacRoman/WinLatin input to UTF-8.
  • Datacentre nightly save will now do a backup if no backup has been done within 2 hours.
  • A datacentre database server will now stay alive if it is getting constant connections and disconnections at a frequency higher than its idle close interval. This should result in better service for very active REST clients overnight.
  • Post an informative alert for users who attempt to use a version 5 or 6 serial number in a version 7 product.
  • Updating double precision floating point fields using single pass import (inc XML import) now works.
  • Fixed potential crash in xmldump export through network client.
  • Added Log10(), Log2(), and LogN() functions: for Sarah.
  • Fixed crash in Composite Tax rate entry (introduced with 7.3.3).
  • Bank Rec: Load Old — Finalised Date formatting.
  • Fixed crash loading corrupted form documents.
  • Fixed unlikely but potential crash when closing windows.
  • Fixed line height of session restore list on Hi-DPI Windows displays.
  • Can now change the Regional number format while MoneyWorks is running and the new format will be picked up.
  • MWScript Close message is less fragile (no longer sent with torn down window).
  • Added 4 static text fields to transaction entry window for use by user scripts (T_USRTEXT1 – T_USRTEXT4).
  • Datacentre console is now lipo’d by installer on Snow Leopard.
  • Bill of Materials: Allow more than four decimal places for components.
  • Mouse tracking in a list when a software update dialog pops up is no longer fatal.
  • Corrected enabling of some forms editor commands when a text item is active (Cocoa).
  • Fixed DisplaySelection function view selection flakiness.
  • Added correct help text to Standard Commission Report.
  • Bank Reconciliaiton finalisation on Cocoa was unreliable.
  • Server-side include unposted and payments history now work properly when server locale has comma decimal separator.
  • Fixed arrow key crash in Welcome screen when recents hidden.
  • Non-journal reversing recurring transaction had wrong sign for TaxAmount field.
  • Fixed a crasher when editing multiple custom forms simultaneously on Windows with more than one list item active.

7.3.4r1 1 Dec

  • Fixed extraneous lines in reports introduced by 7.3.4.
  • Fixed typo in old serial number alert.
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Change History for 7.3.3

12 Nov 2015 — Bug fixes

  • Changes to font selection on Mac — The font selection dialog box now lists all font variations rather than just font family names. The font names used may differ slightly from the legacy Quickdraw family names. In general, forms using the old font names will continue to work. Some font names selected with the new system may not work in older versions of MoneyWorks that expect Quickdraw names. Also, due to the need to support both old and new font names, it is no long feasible to post a warning when fonts used in a form are not installed (MoneyWorks will rely on the OS to perform font substitution in most cases).
  • Workaround for antivirus software causing permission error on open.
  • Fixed crash after selecting long report path names in Window menu. (Cocoa)
  • Improve network idle timeout alert behaviour.
  • Fixed potential crash instantiating a list window with a bad sort column.
  • Fixed potential crash mousing over preview windows on Windows
  • Import Maps: Dragging fields in Cocoa version now swaps fields as expected.
  • Cut/Copy/Paste menu items now enabled in Cocoa Save dialog.
  • Fixed potential crash in Forms designer when drawing object handles.
  • MWScript Arrays now support more than 32767 members.
  • Fix potential crash when deleting detail line from contextual menu.
  • Changing SMTP “Use Authentication” setting now recognised when “Test” button used immediately afterwards.
  • Fixed potential crash when closing document or connection due to sleep/network idle (Cocoa).
  • Fixed crash when importing xml with update=’true’ and record is open.
  • Fix excessive leading in wordwrapped form text boxes on Mac with fonts that include leading in the font metrics.
  • Fix cut/copy/paste in logo dialog on Mac (PNG and JPEG clipboard formats now supported, as well as PDF).
  • Improved Windows error reporting.
  • Fixed incorrect menu enabling in Forms Designer on Cocoa version.
  • Corrected formatting of time fields in Gold server.
  • Fix activation of detail line code field after changing custom validation.
  • Make margins visible when tax is turned off in Preferences.
  • Properly disable transaction type popup when modifying an existing transaction.
  • Hide Tax drilldown arrow when tax is turned off (North America).
  • Fix custom transaction formats in Analysis reports.
  • Fixed default file name for saving reports/forms on Mac, and full paths in Window menu.
  • Fix premature loss of connection on Mac when alert is left up.
  • Clear dock icon badge when decline to re-login after Revert.
  • Fix naming of Datacentre backups made after 11pm.
  • Transaction address fields needed one more vertical pixel on Mac for 10.11.
  • Keep detail line field active after cancelling Custom Validation dialog.
  • Fixed buffer overflow in lexical analyser when parsing overly long field names.
  • Fixed heap corruption in TableAccumulate when called with fewer column values than the table dimension.
  • Getting and Setting future budgets by date was off by one period if date is last day of month.
  • Use monospaced digits for system font on El Capitan in text entry fields.
  • Fixed issues with file extension when exporting electronic payments files.
  • Fixed extrananeous NUL character on Windows printing to clipboard and Electronic Payment export via report.
  • Fixed Finalise dialog activation when previewing GST report (Cocoa).
  • Fixed toolbar activation when previewing report from report edito.

and

  • Allow a greater range of leading adjustment in the forms designer.
  • Malaysian GST-03 Guide: tweak for terminology issue.
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Change History for 7.3.2

29 October 2015 — bug fixes

  • Fixed potential Windows Gold server crash when multiple network clients are doing full text search.
  • Detail line right click menus now have proper options.
  • Report writer toolbar now reponds properly after a Save As.
  • Escape key no longer cancels a report on Windows when MoneyWorks is in the background.
  • Fixed font selection on Mac which failed for certain font names with various knock-on problems.
  • Abbrev Date format now enabled in Forms Designer (Mac).
  • Navigator: Tweak to Daily Summary.
  • Force monospaced digits in El Capitan system font.
  • Fixed crash with incorrect MWScript construct: Foreach x in X where CreateSelection(“Y”…
  • Report output to Clipboard had incorrect text encoding.
  • GetUIField() function was AWOL from 7.3
  • Fixed issues with image importing by right click.
  • Mac Cashbook should not have Export Selection menu command.
  • Option Paste to import on Mac Cashbook was broken
  • Fixed “bad process mode” if hit ⌘-K in a Quote.
  • Fixed crash when changing transaction type after selecting an order processing mode.
  • Tax breakdown drilldown icon for sales taxes was missing (Cocoa).
  • Key remapping now working (Cocoa).
  • Auto client shutdown on Sleep should now be more reliable.
  • Restored extra App Preferences menu item in Edit menu on Express and Cashbook (Cocoa).
  • Fixed potential crash and printing weirdness in Preview (Cocoa).
  • List handle for “Payment on Invoice” is now usable.
  • Fixed spurious 7.3.1 Currency error when importing products.
  • Start at Label dialog: cross and tick icons were missing on Cocoa.
  • Some tab names were not correct on 64 bit version (especially for Cashbook, Express, and VAT countries).
  • Better wait cursor spin for long operations (Mac).
  • The Replace() function now works for strings longer than 32k.
  • Fixed potential crash in text box when database contains some non-unicode text (Cocoa).
  • Better error handling in Navigator.
  • Mac Gold/DC installer now cleans up old man pages.
  • Fix drawing of reconcile checkbox on Mac (Cocoa).
  • Fix cursor tracking in edit lists. (Cocoa).
  • Wider date column on Trial Balance movements.
  • Fixed crash when COM client tries to force a close while an alert is up.
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I don’t like the “new” focus ring animation

MoneyWorks 7.3 (64-bit) on Mac, uses the Cocoa UI framework instead of the older Carbon framework.

This means that if you are on OS X 10.10 (Yosemite) or later, tabbing between fields will have an animated focus ring that zooms in around the newly active field. This is standard behaviour for Cocoa apps in Yosemite and later.

But I don’t like it.

You can turn it off (for every application on your Mac).

  1. Quit MoneyWorks
  2. Press ⌘-space to open Spotlight search
  3. type Terminal
  4. the Terminal app should be found; click it to open it.
  5. terminal

  6. In the terminal app, type (or copy/paste) this (then press enter):

defaults write -globalDomain NSUseAnimatedFocusRing -bool NO

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What do I do about “posting resulted in bad currency deltas”?

This could happen when the currency balancing ledger for a foreign currency asset or liability account diverges from the exchange rate for some reason (either accumulated rounding drift, or sometimes cancelling or writing off an invoice after the exchange rate for its period was changed). A foreign currency delta ledger should normally have a balance that when added to the main ledger balance, yields that account’s balance in the base currency (and this ratio should agree with the corresponding exchange rate for the period). The message is actually a failsafe sanity check that is being triggered, and is intended to “never happen”.

The solution has generally been to update the exchange rate for any and all affected periods (even if you just change the exchange rate by .000000001, this gives MoneyWorks an opportunity to create an exchange rate gain/loss transaction that incorporates a correction for any drift).

As of MoneyWorks 7.3, the currency balancing ledgers will never diverge from the exchange rate (any transaction being posted automatically includes any correction required), and this message should never appear.

So, first, make sure you are running MoneyWorks Gold 7.3 or later.

I’m on 7.3 but I got this message. What do I do?

Although the currency delta will be correct for the currency for which you are posting a transaction, the currency sanity check is applied to all currencies whenever you post a foreign currency transaction. It is possible that another foreign currency has a currency balancing delta account that has diverged from the exchange rate.

The solution in this case is to

1. run the Diagnostics (File menu).
2. update the exchange rate for any currencies that show a bad delta for each of the affected periods, starting with the oldest period.

If you’re on v7.3 or later, this should only be necessary once. Thereafter, no currency drift should ever occur.

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Change History for 7.3.1

15 Oct 2015

Bug fixes, mostly—but not entirely— for the Cocoa version.

  • Report/Form Save Changes dialog no longer shows full path.
  • Improved defences against working temp file being deleted.
  • Prevent importing Name with base currency ISO code.
  • Fix assertion failure when right clicking in active form text item.
  • Fix random crash after changing list font in preferences.
  • Open Recent → Clear Menu now working (Cocoa).
  • Add missing app preferences icon in Cashbook/Express Navigators.
  • Acme default transaction entry windows were too small, causing problems with Hold checkbox.
  • Fix menu item enabling during modal dialog at launch.
  • Command line file opening in GUI mode no longer opens twice
  • Respond to Esc key when no active control.
  • Find Related dialog. Show in View popup can now recives focus after selecting a destination.
  • Clicking MOTD on Navigator sidebar on Windows now works.
  • Fixed issue with entering new acct/product on the fly after invoking choices with an @.
  • Fix Windows Datacentre clients listing printing showing “-” instead of actual data.
  • Fix incorrect list lineheight for larger font sizes on Mac.
  • Reenable crash reporting on Windows.
  • Ctrl-Click on Mac: Now works as right click again.
  • Mac Window menu now shows window names.
  • Windows installers: Fix migration of start menu items to top level; redundant folders removed.
  • Entourage attachments now working again.
  • mail_client_helper is now checked to override mail client beghaviour.
  • Shift-⌘-O shortcut for OK button in transaction entry now works when OK not default.
  • MoneyWorks Preferences → Emailing: removed reference to Entourage (although Entourage is still supported, for now).
  • Fix crash with EMF graphics in forms preview on Windows.
  • Correct app name in code signature for Windows Datacentre Console.

and

  • Better placement of annual budget in budget editor for long account-dept names.

7.3.1r1

  • 7.3.1 problem with changing tabs in entry windows
  • Fixed Transaction entry OK/Next buttons on XP.
  • Also now rebuilt the Express and Cashbook installers to strip the 64-bit executable on Snow Leopard to prevent the first-launch crash.
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The default mailing address for a branch on invoice form is the head office address. How can I get the branch mailing address?

On a form, Transaction.MailingAddress will pull in the head office address if the invoice is for a branch that has a head office (e.g if the Name Code is something like “BRCH.HOFF”, the address will come from the Name “HOFF.”)

If there is a per-transaction address, that will be preferred, so one way would be to click the Mail checkbox and enter the branch address.

If you always want the branch address, modify the form to use

Lookup(Transaction.SequenceNumber, "Transaction.MailingAddress")

This will bypass the head office address lookup. It will give the per-transaction address if there is one, otherwise it will look up the address from the Name record associated with the transaction.

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Datacentre server update fails on Windows Server 2012

If the update installer downloads, but then does nothing:

Disable “SmartScreen” and try running the update again.

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MoneyWorks System Requirements

System requirements for MoneyWorks 9.

As of v9.2.3 some very old OS versions are no longer supported.

Supported Operating System Versions:

Mac

  • 12 (Monterey) Requires MoneyWorks v8.2.4 or later, v9 recommended
  • 13 (Ventura) Requires MoneyWorks 9.1 and later ***
  • 14 (Sonoma) Requires MoneyWorks 9.1.5 and later
  • 15 (Sequoia) macOS 15.4 requires MoneyWorks 9.2.1 or later
  • 26 (Tahoe) macOS 26 — MoneyWorks 9.2.4 or later recommended

MoneyWorks 9 (all products) are fully 64-bit on macOS, for both x86_64 (Intel) and ARM (Apple Silicon) processors.

Windows

  • Windows 10
  • Windows 11
  • Windows Server 2016
  • Windows Server 2019
  • Windows Server 2022
  • Azure Windows Server Virtual Machine

As of MoneyWorks Gold and Datacentre 9.2.4, a 64-bit version of Windows is required. MoneyWorks universal installers support installation of native application for x86_64 (Intel/AMD) or ARM (Snapdragon) CPU as appropriate.

MoneyWorks Express and Cashbook are available as 32-bit applications that run on all supported Windows versions whether 64 or 32 bit.

Minimum display size:

  • 1024 x 768 or larger (logical)

Note that some low-end Windows netbooks may have displays smaller than this (e.g. 800×600). These are not supported.
Also, setting a very large scale factor on Windows may result in a logical resolution less than this, even if the physical resolution is quite high. E.g. Maximum scale factor with a 4K screen is 250%.

RAM and storage:

  • For database host, MoneyWorks runs best if available RAM is greater than database size(s). Maximum single database size is 4GB. Available storage should be at least 3x database size. Hard disk or SSD (USB flash drives or SMB/AFP file server may be used for backup but should not be used for live database operation).
  • For network client, RAM usage is typically ~40MB

Requirements for networking

Local database:

  • No network connectivity is required for single-user local database operation (but you will need internet connectivity to receive software updates).

MoneyWorks Datacentre server network:

  • LAN: Ethernet or reliable WiFi network. Ethernet very strongly recommended for server.
  • For internet connectivity: 10Mb/s upstream speed for server recommended; network latency of less than 30ms recommended; proxy-free networking connectivity; IPv4

Subscriptions and software updates:

  • These require your computer to ba able to access our secure server. Older operating systems may not be able to connect to a secure server using current security protocols (TLS1.2 as of this writing). If using an outbound firewall you may need to whitelist our domains *.cognito.co.nz and *.moneyworks.net.nz if your firewall blocks all websites by default.

* not recommended

*** Do not install Ventura on a server running MoneyWorks Datacentre until you have upgraded Datacentre to 9.1

Supported Mail Clients

If you wish to have emails sent from MoneyWorks to your local mail client, these are the supported clients:

Mac

  • Apple Mail
  • Microsoft Outlook 16 (2022) (not in “New Outlook” mode — this mode does not support automation)
  • Microsoft Outlook 2016
  • Microsoft Outlook 2011
  • Sorry but Thunderbird Mac and “New Outlook” cannot be supported—they have no provision for automation. For other email clients that do have scripting support, there is provision in MoneyWorks to roll your own glue script.

Windows

  • Simple-MAPI-compliant email clients (incl Thunderbird), plus explicit support for Outlook 2013 and later (not in “New Outlook” mode — this mode does not support automation)
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