MoneyWorks support
Microsoft Outlook and Drag-and-Drop
Most email programs support dragging attachments directly as files from an email message into other applications. In particular into the image attachment icon in a MoneyWorks transaction to archive an invoice PDF or JPEG. The exception is Microsoft Outlook, which … Continue reading
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
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
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
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
Switching between 32-bit and 64-bit Gold install on Windows
As of MoneyWorks 9, MoneyWorks Gold is available in both 32-bit and 64-bit versions on Windows (64-bit version requires Windows 10). When you update the software from Software Updates or by connecting to a newer Datacentre version, the update you … Continue reading
Displaying tax-inclusive prices in the Product list
In MoneyWorks Gold 8.1.8 and later, when you customise the product list window to display Sell Prices, the column displaying a SellPrice field will display the calculated tax-exclusive price for that sell price. E.g. If the sell price is set … Continue reading
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
Full Disk Access
Applies to MoneyWorks Datacentre server On macOS 10.15 (Catalina) and later, Apple have added many restrictions regarding what files on your Mac an application can access. These restrictions prevent the MoneyWorks Datacentre server from being able to see its own … Continue reading
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