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Set up the quantity price break for the product items in MoneyWorks accounting software
Quantity Price Breaks The A and B price levels can also have up to five different price levels dependent upon the quantity purchased....
EH Lim
May 27, 20161 min read


How does the auto backup work in MoneyWorks accounting software?
MoneyWorks Datacentre does auto backup the company file (data file). The backup and archive path are both set in the MoneyWorks...
EH Lim
May 23, 20162 min read


How to insert the discounted amount into an invoice template of the MoneyWorks accounting software?
In our previous post, we discussed how to record a trade discount given to a customer in the MoneyWorks Sales Invoice transaction. We...
EH Lim
May 20, 20162 min read


How to record a trade discount on MoneyWorks accounting software?
A Trade Discount is a discount given at the point of purchase. It reduces the list price as to encourage bulk purchase. In MoneyWorks,...
EH Lim
May 19, 20161 min read


Reclassifying a foreign currency account after revaluation of currency have done in MoneyWorks accou
You recorded a foreign currency Term Deposit of US$100,000.00 with a period exchange rate of 0.72USD:1SGD. When the exchange rate has...
EH Lim
May 16, 20162 min read
Daylite CRM integrated with the MoneyWorks accounting software
Daylite CRM runs on a Mac operating systems. It integrates with the MoneyWorks accounting software via a connector. Daylite CRM helps...
EH Lim
May 10, 20161 min read


The Aged Receivable report in MoneyWorks accounting software
The aged receivables report (not Cashbook) provides a summary of outstanding sales invoices by age of invoice. The report can base the...
EH Lim
May 5, 20161 min read


How to use the Account Enquiries in MoneyWorks accounting software?
Enquiries can be made about the balances in an account or a range of accounts—or the transactions in unpurged periods for an account. —...
EH Lim
May 3, 20161 min read


How to use the Related function in MoneyWorks accounting software?
The Find Related command allows to locate records in other lists that are related in some way to the currently highlighted records. It is...
EH Lim
Apr 28, 20162 min read


Invoice Reference Number
The default Sales Invoice template, such as the Product Invoice 1, in MoneyWorks prints the Sales Invoice reference number after the Tax...
EH Lim
Apr 18, 20162 min read
MoneyWorks updates v7.3.6r1
Cognito has released has released a new update -- v7.3.6r1 The Change History is available at Cognito website. #updates...
EH Lim
Apr 14, 20161 min read
Moving your MoneyWorks to a new computer
The PIC (Productivity and Innovation Credit Scheme) introduced by the Singapore government helps the SMEs acquire new IT infrastructure...
EH Lim
Apr 12, 20161 min read


How to record a foreign currency loan received?
The Bank, Accounts Receivable, and Accounts Payable account can be set with a foreign currency. Instead of creating the foreign currency...
EH Lim
Apr 8, 20161 min read
MoneyWorks Datacentre 7.3.6 Update
The MoneyWorks Datacentre 7.3.6 update is now available. This incorporates a number of important bug fixes. Please review the complete...
EH Lim
Apr 6, 20161 min read


MoneyWorks and the Surface Pro
Software, which is not a touch application, may have an issue operate in the Microsoft Surface Pro table. Due to the high resolution of...
EH Lim
Apr 1, 20161 min read


Validity Date of Quote
A Validity Date of Quote helps protect the buyer and seller; the price quoted is being locked within an “x” number of days from the quote...
EH Lim
Mar 28, 20161 min read


What should I do at the End of Financial Year?
Here is a post from the MoneyWorks forum on things you should be doing in MoneyWorks at the end of the financial year. If you are...
EH Lim
Mar 25, 20161 min read


Oops! I have forgotten to stock it
It’s classified as a non-inventoried item if “We stock it and treat inventory as asset” checkbox of an item is not checked. Instead of...
EH Lim
Mar 11, 20161 min read


Accounting Period
The year is broken into periods. You normally have 12 periods in your financial year, each one corresponding to a calendar month. However...
EH Lim
Feb 23, 20162 min read


Altering an item master record
When a product code changed, instead of creating a new product code and transfer the stock on hand and value from the old product code to...
EH Lim
Feb 15, 20161 min read
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