MoneyWorks

In beta — not yet released 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 Ledger analysis omission of zero … Continue reading →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

General Purchase Orders: Receive Prepayment Invoice for Goods – no longer spuriously requires serial numbers for serialised items Added Dispose icon to Assets toolbar Singapore GST changes: Support for reversed GST, and new default rate table for new documents. Note … Continue reading →

20 Sept 2022 additional fixes for 9.1r2 supplementary update at end Date Picker By popular request, date fields now feature a pop-up calendar date picker. This allows dates to be typed normally (and the calendar will reflect what you type), … Continue reading →