Tag Archives: MoneyWorks Hong Kong

The Salesperson

Software: MoneyWorks accounting software

A salesperson is a representative of a company selling goods and services to the other parties (the client). Often, we measure the productivity of the salesperson by the revenue they bring into the company.

You can use the Salesperson field in MoneyWorks to record the name of the salesperson in charge. Then, use an analysis report to analyse the revenue by each salesperson.

You can learn more about analysis report from the page G-345 of MoneyWorks v7 User Guide.

Below sample is using the source file from Transaction and break down the report into Salesperson, Customer name, and product code (you can change or remove any of the breakdowns which you think is not relevant).

moneyworks-analysis-report

This analysis report shows the quantity, net sales, cost, margin, and margin percentage (you can add or remove any irrelevant columns). Besides, you can also arrange the report in a list, report, or table format.

Analysis report provides a powerful way of extracting information for business decision making. You can create a report which breaks down the product sold by customer, the cost (or income) by a job, the Customer purchases by period, and etc.

The User Guide provides a step-by-step guide to creating an analysis report, try it out!

 

Stock valuation by location

Software: MoneyWorks accounting software

MoneyWorks accounting software has a free plug-in, Multi-location, which allows you to track inventory from multiple locations, such as inventory in different warehouses, branches, or shops. In our earlier post, we explained how to print a Stocktake List report by the different location, which you have set up in the software. The Multi-locations plug-in adds a “location” extension behind the stock code such as “StockCode/A” or “StockCode/B” and also recorded the “location” in the Category 4 field of the item profile.

find-by-field-function

The Find by Field function at the Item list allows you to search items by location. For example, to have a product list for location “A”, you can search for Category 4 containing “A”. Once you have prepared the product list of the “location”, highlight these items and print a Stock Valuation report (check the Highlighted Only checkbox in the report setting window).

stock-valuation-report

 

Accounting Journals

Software: MoneyWorks accounting software

How to print a journal transaction from MoneyWorks accounting software?

You cannot find the print icon in the Journal transaction as the printing method is different from an invoice.

Journal.png

You highlight those journal transactions which you want to print from the Journal transaction list and click the Detail button to print. The report shows the double entry of the accounts used in a journal. For example, when you pass a year-end journal for depreciation, it debits Depreciation expense and credit accumulated depreciation.