Where are the customised forms and reports stored?

Software: MoneyWorks accounting software

MoneyWorks has the built-in tool which helps the user customise forms and reports to meet the business needs. You can create forms such as invoice, credit note, purchase order, payment voucher, receipt, etc., and store them in the Custom Plug-ins folder.

Standard and Custom are the two Plug-ins folders available in MoneyWorks. The Custom Plug-ins folder store all customised forms, reports, script, import MAP, etc.; whereas the default reports and forms are in the Standard Plug-ins folder. You should not store the customised forms and reports in the Standard Plug-ins folder as it may get replaced during the software update.

The ‘Signing’ mechanism restrict access to the customised forms and reports (from the File menu, Signing), you have to sign the forms or reports before sharing it with the users.

Signing

To share, copy and paste the signed forms and reports to other user’s Custom Plug-ins folder if you are using MoneyWorks Gold accounting software. As for the Datacentre, upload it to the server via the upload wizard and MoneyWorks will distribute the forms and reports to the users when they log in.

 

Refer to the MoneyWorks v7 User Guide:

  • Page 44, Managing Plug-ins
  • Page 297, Protecting Reports and Forms by Signing

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