Transaction list, product list, name list, account list, enquiry list, historical transaction list within an item are lists in MoneyWorks.
List view is like a spreadsheet, with rows and columns of data. You can sort it by clicking on the column header or search the list by entering your request into the search bar on the top right corner. That’s how MoneyWorks presented the information. Simple and easy.
You can customise the list view, add or remove columns according to your preference. The receivable list, for example, shows the outstanding invoices with transaction currency by default. You can add an exchange rate column to show the rate used for the invoice by customising the list view (got to the Edit menu and follow by Customise List View). From the List View Option windows, highlight the ExchangeRate field from the available field window on the left and click the >Move> button to move it across to the Fields to be Displayed in this List window (on the right).
That’s it! The exchange rate column added to the receivable list.
The heading is a customisable field available in the list view options window. You can use it to pick up data fields from another table, such as lookup for the category or country field of the name table from sales transaction list. Or you may add a formula (Gross-AmtPaid)/ExchangeRate into the heading field to get the home currency equivalent outstanding amount of the receivable.
You can transfer and track the stock of each store with the Multiple Locations plug-in for MoneyWorks accounting software. Example, the retailer can do a store to store transfer or view the stock on hand (or stock value) of each item in each store from the item list if he/she has a few stores in the city.
MoneyWorks create a new stock code such as “StockCode/A” or “StockCode/B” to show stock in a different location. The Alpha-numeric code behind the stock code, which representing the stock location, is also recorded in the Category 4 field of the item profile. Hence, to do a stocktake of each store, you can print a stocktake list report with page break by location (Category 4).