Category Archives: MoneyWorks

How to add a memo line in Sales Invoice?

Software: MoneyWorks accounting software

Sometime you may want to insert a note before or after an item when preparing an invoice. It could be delivery information for the driver, project information which you want to show in the invoice, or shipping information such as the port of discharge, port of destination, estimated date of arrival, etc.

You may add an asterisk (*) before an item code, link it to a memo income account (to prevent confusion with the actual sales account), and omit the * item from printing on the invoice form. For example:

Item code: *POD
Name: Port of Discharge:
Sales account: Memo income

asterisk item

Then, apply the below formula on those columns which you want to leave it blank when using an * item in the invoice form, columns such as stock code, quantity, unit price, tax code, and the amount.

Formula sample:

if (Detail.StockCode = “*@”, “”, Detail.StockCode)
or
if (Detail.StockCode = “*@”, “”, Detail.UnitPrice)

form design

In this way, only the description column prints the information which you have entered in the detail description column.

Print Invoice

Consult your MoneyWorks consultant if you need help in designing forms.

 

Reference: MoneyWorks User Guide, Form Design.

 

 

Print page number on the report

Software: MoneyWorks accounting software

By default, MoneyWorks product name and page number print at the report footer when the print page option has selected during printing, such as ‘MoneyWorks Gold – Page 1″ if you are using MoneyWorks Gold. You cannot remove the product name from the option, but you can customise the report if you prefer not to show ‘MoneyWorks Gold’ in front of the page number.

Default page number

Unlike custom template, which the page field is available in the form designer. To customise the report, add a Remark row at the top of the report. Then, use a cell within the Remarks row (for calculation purpose) and enter:

ident: pagenum
value: =0
Format: 0,-0

pagenum field

Note: ‘pagenum’ is a field name, you can replace with any preferred name.

Next, at the bottom of the report, add a Heading row after the Page Break row (or before the last End If row of the Ledger report) and set it as Running Footer, and then enter the formula in a Cell (your preferred location) within the row:

ident: pagenum
value: = pagenum+1
Format: 0,-0

If you prefer to print as Page 1 instead of 1 alone, then add a “page” text in a cell before the pagenum cell or add a username field if you want to print the name of the user who has prepared the report.

page number

Save the custom report in the Custom Plug-ins folder and remember to sign (give access right) and upload to the Datacentre server or MoneyWorks Now (Cloud-based MoneyWorks accounting software) if you are in a multi-user environment.

Contact your MoneyWorks consultant if you have a problem customising the report.

Currency name versus currency code

Software: MoneyWorks accounting software

When adding a Transaction.currency field into the sales invoice or receipt template, it prints the currency code used in the transaction. For example, to print an invoice total of US$1,000, you use:

Transaction.currency+Transaction.gross

The invoice total prints as ‘USD1,000.00’.

On the other hand, it may be more appropriate to show the currency name instead of the currency code when converting the invoice total in English. That is, print the invoice total as ‘US Dollar One thousand dollar only’ is better than showing the currency code ‘USD’.

The currency name, such as ‘US Dollar’, stores in the Off-ledger table, which require to use a Lookup function

Lookup (Transaction.currency, “Offledger.description”)

to pull out the currency name.

It prints as ‘US Dollar One thousand dollar only’ when adding the formula in front of the DollarsToEnglish ( ) function of the Transaction.gross.

Lookup (Transaction.currency, “Offledger.description”) + ” ” + DollarsToEnglish (Transaction.gross)

template design

You may refer to the MoneyWorks user guide to have more information on form design and formula use.

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