Posted onJune 7, 2021|Comments Off on Insert a new line in Invoice or Order
One of the improvements in MoneyWorks version 9 is inserting an item line in the detail section of the transaction (e.g. Sales Invoice, Purchase Invoice, etc.)
To insert an item in between the list of items in a transaction of an older version, you have to append the new item and drag it to the position you wish to insert.
macOS: Shift + Option + drag to the position
Windows: Shift + Ctrl + drag to the position
It works fine, but we tend to forget the key combination.
Version 9 has improved it by allowing the user to insert line item anywhere in the transaction/order by press down the Shift key and clicking on the Add Line button. That’s it. You no longer require trial and error between the combination of Shift, Control, Option, and Command key 🙂
Go to the position: Shift + clicking on Add Line button.
The same method applies to both macOS and Windows.
Cancel Transaction and Credit Note are both reverse entry but use differently. You use Cancel Transaction for correcting duplicated entry, and a Credit Note for adjusting the account.
It does not delete when you cancel a transaction; instead, it creates a reverse entry to correct it and forms an audit trail for the accountant. Unlike Credit Note, both the cancelled and cancellation transaction does not show on the GST report; therefore, you should not use Cancel Transaction as a shortcut for adjusting the account.
Although the journal behind the Cancellation and Credit Note is the same, the GST treatment is different. Consult your accountant if you are not sure of the method used. Use a Credit Note instead of a Cancellation if you are uncertain.
MoneyWorks is a hybrid accounting system that gives the accountant the flexibility of working remotely and enjoying the rich feature of a desktop application. Sign up for a demo to find out more.