The Salesperson

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.

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Page

You can add page number onto the MoneyWorks template such as Sales Invoice, Quote or Purchase Order…

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Merry Christmas!

Wishing all a Merry and Blessed Christmas!

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Show Tax column in invoice transaction

Software: MoneyWorks #accounting software By default, MoneyWorks does not show the tax column in transactions windows such as Sales Invoice and Purchase Invoice. When recording a transaction, you just need to select the tax code and let MoneyWorks do the tax calculation automatically. However, due to rounding differences, the GST amount on the bill you […]

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Backup

Software: MoneyWorks #accounting software BACKUP! BACKUP! How many users backup their databases daily? Backup is an important task, which user should do it daily, but often been ignored by the user. You should consider backing up the data before turning on the multiple currency features, change of exchange rate, bank reconciliation, stocktaking, post the transactions, […]

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Same customer with multiple currencies

Software: MoneyWorks #accounting software In a multiple currencies environment, every name (customer or supplier) has tagged a currency. For example, if you trade with the customer in US Dollars, you tagged US Dollars currency to the name (under the Pricing & Terms tab) and the US Dollars Accounts Receivable account will automatically insert into the […]

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