Tag Archives: MoneyWorks accounting software

How to upload template?

Software: MoneyWorks accounting software

The custom templates (such as invoice, Purchase Order, Statement forms, etc.), reports, import map, and attachment are store in the Custom Plugins folder. You have to activate the Custom Plugins folder by clicking the ‘Make a Custom Plugins folder’ button from the Housekeeping navigator after you have created the company file. Once activated, the system adds the MoneyWorks Custom Plug-ins folder with subfolders for Forms, Import Maps, Picture for Company, Reports, and Scripts into the local drive automatically.

MoneyWorks Custom Plugins

These custom forms, reports, etc. are on your local computer drive and have to upload to the Datacentre server or MoneyWorks Now (cloud) server to share with users.

How to upload?

MoneyWorks Signing

After you have saved the forms or reports, select Signing from the File menu to launch the Signing wizard. Signing is to grant access. Select the template and the users, and click the Signing button to grant access. Then, proceed to upload the template.

MoneyWorks upload

You have to sign and upload each time you make changes to the template, and it will synchronise and replace the local copy on the user’s computer.

For those who like to find out more on how to access MoneyWorks from home can refer to our previous post ‘How to access your MoneyWorks company file when working from home?

Backing up the company file

Software: MoneyWorks Now accounting software

Unlike browser-based accounting software, MoneyWorks Now is a hybrid accounting system, which has a native software installed on the computer and the Database (the company file) is on the Cloud server. Being a hybrid system, besides enjoying full features and functions of the native software, it allows the user to back up the data on to a local computer drive.

Having a backup; besides recovering data, it provides an exit plan should the company grow and need to move on to a higher-end system.

MoneyWorks backup

Backup function (Save a backup as) is under the File menu. You have an option of backup the accounting data (account backup) or together with the customised templates, reports, and attachments (Account backup with Custom Plugins).

MoneyWorks Now is a cloud-based accounting system for small businesses. Sign up a demo to understand how to use MoneyWorks to manage your business finance.

How to access your MoneyWorks company file when working from home?

MoneyWorks Now.

If you are using MoneyWorks Now, download a trial copy of MoneyWorks Gold from Cognito website, install on to your home computer and access the file with your MoneyWorks Now login. MoneyWorks Now is cloud-based accounting software which allows the user to access business accounts anytime and anywhere.


MoneyWorks Datacentre.

MoneyWorks Datacentre is ‘internet ready’, allowing you to create your own ‘private cloud’. You need to get a static IP address from your internet service provider and do some minor configuration to your router if it’s not currently remotely accessible. Refer to the document at Cognito website on using Datacentre over the internet.

You need to install a copy of MoneyWorks Gold at the home computer and connect to your MoneyWorks company file via the manual IP method.


MoneyWorks Gold, Express or Cashbook.

These are the standalone software which you can backup the data from the office, restore and continue using it from your home computer which has a MoneyWorks installed. MoneyWorks is cross-platform; it doesn’t matter whether you are using a Windows computer or macOS.

Alternatively, you can use remote access software to access your office computer or server. This method does not require to install MoneyWorks on the home computer or transfer data between office and home.

Microsoft Remote Desktop, Google Remote Desktop, LogMeIn, GoToMyPC, Teamviewer, etc. are remote access software. Once set up, you can access the host (office computer) anytime and anywhere. Please refer to the software developer website for more information. This method does not leave any office information on the home computer, and you get to access your office email and shared drive without moving the documents from one location to another.

MoneyWorks is a small business accounting software which works on Windows, macOS, and Cloud. Sign up a demo to find out how to use MoneyWorks to manage your business accounts.