Start a MoneyWorks trial

It’s good to download a trial version, test drive before you purchase the software. Besides finding out the feature and functionality of the software, having a trial helps to reduce the risk of making a wrong decision on investing in the software.

Venture into a new piece of software is not going to be easy for you or your team. Different businesses, or even those in the same industry, have a different requirement, a different workflow. It’s going to be a challenge to find a workaround if the standard features do not fit into your unique business environment. Consider a product demo before a trial, with help from the vendor to kickstart the test drive, ask specific questions relate to what you want to achieve and clear your doubt, will ease the trial and error when you put yourself in the driver’s seat.

Although the trial software does come with a sample company file for you to navigate around, it’s good to create your company file to test drive. 

To start a new company file in MoneyWorks is easy. Go to the File menu, select New and follow by New MoneyWorks Document; or hit the New button on the main page when you launch MoneyWorks accounting software. Then, the system will prompt to save your file (you can change your file name) to your preferred location, such as Documents folder in your computer.

MoneyWorks

Next, a setup wizard will prompt to enter the:

  • Company name
  • Period (financial period such as from Jan to Dec, and the year to start using MoneyWorks)
  • Accounts (Tax localisation and Chart of Accounts templates)
  • GST Setup (if any). 

A bank wizard will show next once you accepted the setup. You can rename the bank name, enter an opening balance (I prefer to do it later via a receipt transaction), and unchecked those additional bank accounts if you do not need them. Click the OK button to complete your company setup.

You can use the navigator or go to the Show menu to enter the data such as:

  • Names (debtors and creditors)
  • Accounts (manage your chart of accounts)
  • Items (products and services)
  • Transactions (Invoices, Payments, Receipt, and Orders)

Refer to the 626 pages PDF User Guide which come with the installation (from the Help menu) for those features you like to explore. Maybe consider entering one week of work into the new software to compare the result with your existing software. Compare the workflow to find out how much time you saved and new features which can improve productivity.

Test out features such as the order system, multiple currencies, job, departmental account, or even customising templates, reports, or scripting (if you can code) when you are ready to take on more challenges. Besides, you can also try out importing transaction if you have sales data downloaded from the web store, POS (Point-of-Sales) system, or generated from some customised system.

Enjoy your trial.

Output to Clipboard

A spreadsheet is a digital document with cells formed by rows and columns. You can store data in each cell, calculate and analyse the information collected, or create visual charts enhancing the presentation.

The Numbers (comes with the macOS), Microsoft Excel (Popular but come with a price), and Google Sheet (you can have it once you have a Gmail account) are examples of a spreadsheet.

Output to Numbers and Excel are available in MoneyWorks. However, you may use the clipboard method if you are using other spreadsheets such as Google Sheet.

What’s a clipboard?

A clipboard is a temporary storage in an operating system.
It acts as a medium transferring data from one source to another.

How to output the MoneyWorks report into Google Sheet?

Output to Clipboard

Open a spreadsheet in Google Sheet, output your report from MoneyWorks via clipboard method, and then paste it into the Google Sheet.

That’s it!

Your report has transferred over from MoneyWorks to Google Sheet.

Import customer and supplier list

The name table is part of the accounting software, stores the customer and supplier, which then used in generating orders and invoices.

From the Show menu of the MoneyWorks accounting system, scroll down to Names. Then, click the New button on the icon bar of the Names Window to add a new contact, either customer or a supplier.

MoneyWorks uses 0 to 2 in the CustomerType and SupplierType field to differentiate a customer from a supplier. For example, a ‘0’ in the CustomerType for non-customer, a ‘1’ is for a cash-only customer, and a ‘2’ is a debtor. A receivable account tagged to the name when the CustomerType is ‘2’. Of course, a name can also be both a customer and a supplier.

Prepare import file in spreadsheet

Importing save tons of work. You can import contacts into MoneyWorks instead of entering it one at a time when crossing over from another accounting software. When preparing an import file, you have to ensure each contact has a unique name code, the customer or supplier type ranging from 0 to 2, and a receivable or payable account if it’s a debtor or creditor.

Import Map

Once the import file has prepared, you can use the import feature from the File menu or do a copy and paste from the spreadsheet to the MoneyWorks Name list. Either method will bring up the import wizard which allows you to map the source field (on the left of the window) to the MoneyWorks field on the right side of the import wizard. Note: you can set the receivable or payable account to ‘work it out’ if you did not preset it in the import file.

Click the okay button on the import wizard to start importing the names. Randomly check the imported result from the name list and amend if required (Example: the company or address may get truncated if it has exceeded the field length limit).

name list

That’s it. Thousands of contacts get into MoneyWorks within seconds.