MoneyWorks

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 software before restoring from session file
• 9.1.6r2: Adjust preferred location handling so that preferred location does not get clobbered
• 9.1.6r2: Fixed libxml2 XML parser crashing on Windows when running emulated on arm64
• 9.1.6r2: Save a Compacted Copy no longer requires a relaunch when running on 64 bit Windows
• 9.1.6r2: Fixed a typo n an error message
• 9.1.6r1: Fixed crash in autocomplete if a line item is deleted when an autocomplete window is open
• 9.1.6r1: Fix timeout error sending SMTP mail via Office365 on Windows
• 9.1.6r1: Fix crash clicking SMTP Test button on Windows when PDF via MS Print to PDF option is enabled
• Additional transaction list windows may now be opened in MoneyWorks Gold using Shift-⌘-T (Mac) or Ctrl-Alt-T (Windows). Likewise for the Detail Line Items list window (Shift-option-⌘-T / Ctrl-Shift-Alt-T)
• The automatic assignment of keyboard shortcut for controls will no longer assign shift-⌘-N/ctrl-alt-N and shift-⌘-C/ctrl-alt-C to Next and Cancel (when they already have Enter and Esc as shortcuts). As a result, some keyboard shortcuts for checkboxes and buttons may have changed: On Mac, hold down the Cmd key for a few seconds to see the keyboard shortcuts in a window. To see keyboard shortcuts on Windows 10 and later, turn on Underline Access Keys in the system settings.
• The invoice payment entry list now also displays the other party’s reference number (TheirRef) for the invoice
• Administrator may temporarily override period locking to post adjustments into locked periods
• Native support for dragging an image attachment from Windows Outlook into a MoneyWorks transaction
• The date for the build journal can now be specified in the Build Product command
• Windows MAPI mail now supports unicode recipient addresses and addresses containing punctuation
• Fix macOS Sonoma startup crash when numeric format has a non-breaking space for thousands separator
• Bank transactions imported from Yodlee now import oldest first instead of oldest last for better invoice payment matching
• Profit Actuals for Rolling 12 Months report: Added EBITDA option
• Order processing alert for unused deposit for a non-credit customer no longer keeps the database locked while the alert is up
• Stock value correction journal for invoice-after-goods with changed prices now includes OriginatingOrderSeq
• End of the Month (EOM) option for the Debtor/Creditor Terms now supported for more than one month in the future: use 131st, 231st, 331st for end of second, third, fourth month after invoice date
• Switching to an order’s Backordered tab now always scrolls to the top
• Entering a receipt for a debtor with no outstanding invoices now defaults to Payment on Invoice again (on the assumption that you want to enter an overpayment/prepayment)
• Better Analysis report editor scaling in Magoo mode
• Details list view was missing the new Customise list view toolbar icon
• Fixed problem with IRD Connect on Cashbook and Express
• New preference option on Windows 10/11 to use Microsoft Print to PDF driver to generate PDFs instead of libHaru. This has the advantage of having full Unicode support instead of just the ANSI codepage, so it supports non-latin scripts. (You do, however, lose the ability to embed http links in the PDF)
• All clients (including Mac) will do their own PDF generation when connected to a Windows server and running reports or statements on the server
• Statements generated on the server should now get a more useful attachment name for the PDF generated
• Fixed incorrect text alignment and line breaking on Windows with some unicode character ranges (particularly Asian languages)
• Enter Serial dialog box makes more sense
• Profit Budget for Next Year: Show as COGS and EBITDA
• Updated Notepad2 build; 64-bit on 64-bit installs
• The Name type checkboxes for inactive debtor/creditor may now be turned off without requiring single-user mode (balance must be zero with no outstanding invoices); Cancelling a payment for a deactivated account will reactivate it
• Prevent duplicate validation items
• Clear line item location when product code is changed to an inventoried product
• OpenSSL updated to 3.1.x
• libcurl and zlib on Windows updated to latest releases (Mac uses OS-provided versions of these libraries)
• Warning when MoneyWorks Now primary login gateway could not be reached
• Password fields no longer try to evaluate an expression if the password happens to start with =
• Prevent changing MoneyWorks Now password to blank
• Fixed incorrect message regarding crediting of unused deposit on order
• CSV bank statement importer now tolerates currency symbols in the data
• Network connectivity tester under support info
• Expired subscription will no longer force read-only mode when logging into a server

Server

• IMPORTANT note for Mac Datacentre administrators: The option to specify a custom location for the Documents directory anywhere was removed some time ago. 9.1.6 will now reset the configured location to /Library/MoneyWorks/Documents. If your data files are located elsewhere, you must move them to this location. Then apply permissions by opening the Datacentre Console app
• REST requests will now cause auto-opening of a new period—the same as a regular login in a new month—if the REST client has write access to the database. This should resolve the issue of high REST activity preventing a new period from being auto-opened on the first of a month
• Mac Datacentre will now set the owner of backup files to the owner of the folder they are moved to. This will prevent e.g. iCloud from ignoring them
• Reports and forms generated on the server now use the default currency symbol and date order from the client
• Fixed midnight restart port bind failure when under REST load
• Additional REST worker process logging
• moneyworks_datacentre.log rotation is now rate-limited
• Added missing IP blocklist file on Windows
• Rationalised configuration files: There is now only one .conf file for the main server configuration. Please note that this change means that you cannot downgrade the server version
• Fixed Console start/stop not working on High Sierra

Scripting

• ParseCSV function to convert a CSV line to tab-delimited (which you can use with Slice
• The CLI now supports cur_sym and cur_end parameters to commands to override the locale currency symbol and position when formatting numbers as currency quantities
• There are new transaction flags to indicate fTrans_WasImported and fTrans_WasRecurring
• SetPersistent no longer throws a runtime error if the record being updated is locked by another user. Instead it will first retry after a 200ms delay, and if it still fails it returns 0 to indicate failure (1 for success). Scripts should check the result of SetPersistent, but also see the next change…
• SetPersistent as a special case, when setting User.Data, the return value of SetPersistent is the previous value of User.Data. This allows SetPersistent to be used as an atomic Test-and-Set
• Executing a .mwscript file with the -Z option now forces non-localised numeric formatting
• Export("xmlschema") now indicates field mutability
• Memo table is mutable by ReplaceField
• Mac CLI now logs to moneyworks_cli.log instead of MoneyWorks_Gold.log
• Saving a .mwscript from standalone script editor now truncates the file if it is shorter
• Import now works the same importing clientside/serverside when the full path to an import map is not provided (previously serverside only worked with a full path)
• Fixed file error when a script sends multiple smtp emails with attachments with the same name
• Allowed("Write Access") will now return false if the user is logged in read-only for any reason