Applying Interest to Overdue Accounts

If you want to apply interest to overdue debtors, we have a handy report script for you. This will calculate the interest to be applied to overdue receivable balances, where “overdue” is one of the 30+, 60+ or 90+ day … Continue reading

Posted in Scripts | Comments Off on Applying Interest to Overdue Accounts

MoneyWorks Support and Support-ID

To expedite telephone and email support, we have introduced the concept of a MoneyWorks Support-ID number. This is available to all users of MoneyWorks 9, and has the following advantages: When quoted for support, the support team can instantly see … Continue reading

Posted in Resources | Comments Off on MoneyWorks Support and Support-ID

MoneyWorks Timer App

The MoneyWorks Timer app (as well as a Reports app) is included with every installation of MoneyWorks Datacentre and MoneyWorks Now. It allows the recording of time and materials used on jobs from any browser, and hence can be used … Continue reading

Posted in Uncategorized | Comments Off on MoneyWorks Timer App

Simple Document Management

If you are an engineer, accountant, manufacturer or similar you might have a folder of files that pertain to a particular product, client, job or similar. These files won’t be anything to do with MoneyWorks, but might be word documents, … Continue reading

Posted in Resources, Scripts | Comments Off on Simple Document Management

MoneyWorks and WooCommerce

A module to download new sales from a WooCommerce ecommerce store is available as a service for MoneyWorks Gold/Datacentre. Once setup, this allows you to download new WooCommerce sales into MoneyWorks at the click of a button. The service is … Continue reading

Posted in FAQ, Resources | Tagged | Comments Off on MoneyWorks and WooCommerce

MoneyWorks and BigCommerce

A module to download new sales from a BigCommerce ecommerce store is available as a service for MoneyWorks Gold/Datacentre. Once setup, this allows you to download new BigCommerce sales into MoneyWorks at the click of a button, and optionally order … Continue reading

Posted in FAQ, Resources | Comments Off on MoneyWorks and BigCommerce

MoneyWorks and Shopify

A module to download new sales from a Shopify ecommerce store is available as a service for MoneyWorks Gold/Datacentre. Once setup, this allows you to download new Shopify sales into MoneyWorks at the click of a button. The service is … Continue reading

Posted in FAQ, Resources | Comments Off on MoneyWorks and Shopify

Moving MoneyWorks Datacentre to a new computer

To move MoneyWorks Datacentre to a new computer: Important: If you are using a Mac server, do NOT use Apple Migration Assistant to migrate to a new Mac. (It will offer to migrate MoneyWorks Server but it will make a … Continue reading

Posted in FAQ, Resources | Comments Off on Moving MoneyWorks Datacentre to a new computer

What should I do at the End of Financial Year

In MoneyWorks there is not much that you have to do at the end of a financial year. The end of year roll-over is done automatically when you open the first period of the new year, and you can still … Continue reading

Posted in FAQ | Comments Off on What should I do at the End of Financial Year

Tracking Grants and Events in MoneyWorks

It is not uncommon for not for profits (such as sporting clubs, schools, charities) to get some sort of grant from a parent or government body, and need to monitor or report on how the funds were allocated. Similarly the … Continue reading

Posted in FAQ, Tip du Jour | Comments Off on Tracking Grants and Events in MoneyWorks