Training

Course Content

Courses are presented in a hands-on classroom setting. Attendees should bring their own laptop with MoneyWorks pre-installed (if you do not already have MoneyWorks installed, you should download the demo from the Try page. If you are unable to bring your own computer, we can normally provide one for a small additional fee. For full day courses, there will be a one hour lunch break.

Understanding and Using MoneyWorks Effectively

This day-long course covers the basics of MoneyWorks and how to efficiently navigate and operate the system, find and present information. Suitable for Cashbook, Express and Gold/Datacentre users.

  • Navigating through MoneyWorks
    • Navigator overview
    • Using Lists and keyboard shortcuts
    • Customising, searching, sorting, and printing
    • Filters
  • Entering transactions
    • Navigating around entry screens
    • Service and product transactions
    • Customising entry screens
    • Importing bank statements from the internet
    • Auto allocations
    • Printing & emailing transactions
    • Paying and receipting invoices
    • Electronic Banking
  • Banking
  • Periodic Activities
    • Bank Reconciliations
    • GST Reporting
    • Period Management
  • Finding Information
    • Accounting Enquires
    • Printing Reports
  • Preference Settings
  • The Names List
    • Terms
    • Prompt Payment Discounts
    • Contact Management
    • Contact Roles and emailing
  • Periodic Activities
    • Statements and Ageing
    • DR/CR Reconciliations
    • End of Year Considerations
    • Budgets
  • Troubleshooting
    • Cancellations, Contras, and Writeoffs
    • The Log File
  • Finding Information
    • On-Screen enquiries
    • Related Command
    • Printing Reports
    • Preferences
  • The Product List
    • Products, Resources, Time and Shipping
    • Product Costs, Margins and Markups
    • Product Discount Matrix
  • Order Entry
    • Quotes and Sales Orders
    • Processing Orders
    • Deposits on Orders
    • Reordering
    • Purchase Orders
  • Inventory
    • Understanding Average Costs
    • Purchasing
    • Selling
    • Negative Stock
    • Stock Journals
    • Inventory and Jobs
  • Using MoneyWorks Services
    • Overview of Services (wooCommerce, Invoice Automation, POS etc)
    • Enabling services

Advanced MoneyWorks Capabilities

For MoneyWorks Gold and Datacentre users only, a day exploring the more advanced functions in MoneyWorks.

  • Advanced Inventory
    • Serial and batch numbers
    • Locations
    • Buying/Selling serialized/batched items
    • Transfer Journals
    • Stock Take
    • Bill of Materials
      • Specifying
      • Build and Auto-Build
  • Report writing overview
    • List reports
    • Analysis reports
    • Creating a new profit & loss report
    • Modifying existing reports
  • Forms Designer overview
    • Forms Designer concepts
    • Creating a new invoice layout
    • Modifying an invoice layout
  • Job costing and time billing
    • Setting up MoneyWorks for Job Costing
    • Creating and managing jobs
    • Trapping disbursements
    • Stock requisitions
    • Entering timesheets
    • Billing a job
    • Simple Manufacturing
    • Work in Progress
    • Job Reports & Forms
  • Multi-currency
    • Understanding multi-currency
    • Setting up currencies
    • Invoicing in different currencies
    • Payments & receipts in different currencies
    • Managing exchange rates
  • MoneyWorks Capabilities
    • MoneyWorks dashboards
    • Accessing from mobile devices
    • Integrating with other systems
    • Scripting opportunities

Introduction to Report Writing

The Intro to Reporting Writing half-day course starts by looking at existing reports, modifying them and then creating them from scratch. The emphasis on this course is how to use the Report Writer to generate General Ledger style reports (Profit and loss, trial balance etc). Suitable for Gold/Datacentre users only.

  • Analysis Reports
    • What are they?
    • When should I use one?
    • How do I get one up to give me what I want?
  • Standard Reports
    • What are they?
    • When should I use one?
    • How can I make some small changes to existing reports?
    • How do I set one up to give me what I want?
  • New Reports
    • How can I make a totally new report to better suit my requirements?
  • Chain Reports
    • What are they?
    • When should I use one?
    • How can I modify an existing chain report?
    • How can I make a new chain report?

Advanced Report Writing

The Advanced Report Writing half-day course builds on the foundations developed in the introductory report course, and discusses the creation of non-general ledger style reports (debtor reports, sales reports, job reports etc). Attendees should already have a good grasp of Excel-style functions as well as basic programming concepts such as loops and conditionals.

  • Simple loop constructs (customised aged debtors).
  • Building run-time controls on a report.
  • Incorporating Drill-down.
  • An overview of the MoneyWorks database schema.
  • Some useful MoneyWorks functions
    • Lookup
    • GetBalance, GetMovement
    • GetOffBalance
    • SumSelection and SumDetail
  • Building Report Tables
  • Simple Charts

Job Costing and Time Billing

This half-day course covers aspects of the time billing and job costing features in MoneyWorks Gold/Datacentre.

  • Setting up MoneyWorks for Job Costing
  • Creating a new Job - What are the options
  • Creating a quote for a job
  • Trapping disbursements
    • Direct entry through job system
    • Trapping through transactions entry
    • Effect of stock transactions
  • Stock requisitions
  • Entering timesheets
  • Recording time and materials using a smartphone
  • Billing a job
    • Structuring of Invoice
    • Prepayments
    • Unbilled Items
  • Work in Progress
  • Simple manufacturing
  • Job Reports
    • Actual work to date
    • Budgets and back costing
  • Job Forms

Introduction to Scripting

A half-day introduction to the awesome world of mwScript, the powerful scripting language built into your MoneyWorks Gold/Datacentre. Attendees should have had some prior experience with programming languages.

  • What can you do with scripts?
  • The script editor
  • Constants, variables and properties
  • mwScript message handlers
  • mwScript loops
  • Alert and Ask
  • Associative arrays
  • Deploying scripts
  • Persistent storage of user data
  • Designing lists and entry windows
  • Extending standard entry windows

Booking

To request a place on a course, click here.

For more information on courses please email admin@cognito.co.nz Places are limited and will be allocated on a "first-come first-served" basis. Course fee must be pre-paid.