Change History for 9.1.9

Posted on August 8, 2024 by rowan

18 Sep Support for OAUTH2 authentication for Microsoft 365 mail servers Budget and moving average overlay options for the dashboard Ledger chart Sales Explorer Dashboard chart; explore top sales with cross-filtering Columnar departmental P&L reports Ledger analysis omission of zero … Continue reading →

Posted in Change History | Comments Off on Change History for 9.1.9

Change History for 9.1.8

Posted on April 23, 2024 by rowan

17 July 2024 Analysis reports can now be used to analyse Ledger records, providing an easy way to get information-dense GL charts over multiple periods (similar to Account Enquiry charts) Ledger by Period/Categories stacked column chart report Dashboard Ledger by … Continue reading →

Posted in Change History | Comments Off on Change History for 9.1.8

Applying Interest to Overdue Accounts

Posted on April 4, 2024 by Grant Cowie

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

Change History for 9.1.7

Posted on February 19, 2024 by rowan

Apr 2024 Performance and reliability enhancements, and new features: Emailed PDF forms can have a specified attachment name (see Form Options in the forms designer. An attachment name can be specified as e.g. <<Name>> Invoice <<OurRef>> for <<NameCode>> to get … Continue reading →

Posted in Change History | Comments Off on Change History for 9.1.7

Change History for 9.1.6

Posted on December 2, 2023 by rowan

Dec 2023 Client 9.1.6r5: Cashbook and Express SMTP fix 9.1.6r4: Fix inability to link new bank accounts in Yodlee on Windows 9.1.6r4: Prevent tabs from being pasted into fields on Mac 9.1.6r4: Prevent potential document preferences corruption due to updating … Continue reading →

Posted in Change History | Comments Off on Change History for 9.1.6

MoneyWorks Support and Support-ID

Posted on August 4, 2023 by Grant Cowie

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

Change History for 9.1.5

Posted on July 13, 2023 by rowan

September 2023 Client 9.1.5r1: fix field size and tab display glitch on product entry screen in Gold 9.1.5r2: fix field size glitch caused by the above fix Set sidebar colour in Document Preferences to help visually differentiate different companies Auto-balance … Continue reading →

Posted in Change History | Comments Off on Change History for 9.1.5

Change History for 9.1.4

Posted on March 30, 2023 by rowan

June 2023 ❄️ Supplementary update 9.1.4r2 28 June Client Tax code overrides by product, for buying and selling Privileges Summary report (in Audit) shows the privileges for users/roles Tax code override for Name no longer permits * tax code Alpha-numeric … Continue reading →

Posted in Change History | Comments Off on Change History for 9.1.4

Change History for 9.1.3

Posted on March 7, 2023 by rowan

9 Mar 2023 MacOS Sierra users — important notice: v9.1.3 drops supports for macOS Sierra (10.12). This is because Apple has dropped build support from the current macOS SDK. If you are still running macOS Sierra, you must update your … Continue reading →

Posted in Change History | Comments Off on Change History for 9.1.3

Change History for 9.1.2

Posted on December 20, 2022 by rowan

Bug fixes For more extensive changes for Dec 2022 in 9.1.1 see Change History for 9.1.1 General Fixed a potential crash when closing the Preview window on Mac (9.1.1 bug) Fix drill down from transaction line item to Job not … Continue reading →

Posted in Change History | Comments Off on Change History for 9.1.2