How to use a MoneyWorks filter?

A Filter is like a ‘template’ with the search criteria set, activate the filter from MoneyWorks accounting software each time you need to use it instead of re-entering the search condition again.

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Out of Stock

You get an ‘Out of Stock’ warning message when the stock on hand of a product is lower than the quantity you try to sell.

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Import Names into MoneyWorks accounting software

You can import names such as Supplier and Customer into MoneyWorks accounting software instead of entering it manually when migrating from other accounting software.

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Job tagging

Have a good understanding of the job profitability, know where your money goes, what type of job is losing money, which sector to grow is an important factor for a business to survive.

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The Salesperson

A salesperson is a representative of a company selling goods and services to the other parties (the client). Often, we measure the productivity of the salesperson by the revenue they bring into the company.

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Page

You can add page number onto the MoneyWorks template such as Sales Invoice, Quote or Purchase Order…

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