Tag Archives: mac accounting software

MoneyWorks 8.1.7 update

Cognito released an update 8.1.7 for MoneyWorks accounting system. This update includes adding the memo field into the Bill of Material report, and an increase of the number characters for the Job Sheet activity code from 9 to 31 characters. More new features and bug fixes of this updates are available in the change history which you can check it out at Cognito website.

The macOS Catalina will release by this fall, Cognito has advised macOS user to check for software compatibility before installing the new operating system.

 

MoneyWorks 8.1.6 update

Cognito has released an update 8.1.6 for MoneyWorks accounting software.

QR Code

QR Code generation in forms and reports is a new feature launched in version 8.1.6. You can consider adding a QR code on the invoice form to ease the goods return process.

Visit the Cognito website for the change history of version 8.1.6, to find out the bugs fixes and improvements of this new update.

 

Import journals into accounting software

Software: MoneyWorks accounting software

You need to have type, date, reference, account, description, and amount field in the spreadsheet when preparing an import file for journal transaction.

For journal transaction, use “Jn” for type field. You can either have the type field in the spreadsheet or preset it in the import MAP. The Date is the date of the journal transaction, which you can either have it in the import file or set it in the import MAP as the date of import.

The account field captured the account code, which has to be the same code you used in MoneyWorks. You do not need to have the account name as it will pick up from the system automatically. The journal memo map to the description field of the detail line and the amount field contains both debit and credit value (with a negative for credit).

Import Journal into accounting software

Import the file from the File menu once you have prepared the spreadsheet. Alternatively, you can save the import MAP if you require to import frequently.

Besides importing journals, you can also import transaction such as Invoices, order, payment or receipt transactions. MoneyWorks is a powerful system which helps an accountant ease the daily accounting task. Book a demo today to find out more about how MoneyWorks helps in managing your business finance.