Detail.Tax or Transaction.TaxAmount?

Software: MoneyWorks #accounting software To show the GST amount of each item sold in the invoice, you need to add a column into the template with the GST amount field. You should use the Detail.Tax and not the Transaction.TaxAmount field. The Detail.Tax field is the GST amount of each item sold, Whereas the Transaction.TaxAmount is […]

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Word Wrap

Software: MoneyWorks #accounting software The default invoice template from the MoneyWorks accounting software is set to have a bottom alignment for the Price (unit price) and the Extension field. You need to amend the template if you prefer to have the Price and the Extension having a same top alignment as the Quantity, Item Code, […]

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What causes a large PDF file size?

Software: MoneyWorks #accounting software A large Portable Document Format (PDF) size of a Sales Invoice or Purchase Order form could be due to the embedded images such as the logo or promotional banner. You may do a simple test by removing the images from the form before printing to a PDF format, consider changing the […]

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How to print a payment voucher from the MoneyWorks accounting software?

Software: MoneyWorks #accounting software Open the payment transaction, click the Print icon and follow by the OK button, to print a payment voucher. The payment voucher is using the Cheque/Remittance Advice form designer to create, which has a *.remt extension. The cheque specific fields such as payment reference number, payment date, and payee can be […]

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How to insert the discounted amount into an invoice template of the MoneyWorks accounting software?

Software: MoneyWorks #accounting software In our previous post, we discussed how to record a trade discount given to a customer in the MoneyWorks Sales Invoice transaction. We recorded the discount percentage in the Discount field and the Extension (which is the detail line total) will calculate based on the Unit Price less the discount given […]

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Invoice Reference Number

Software: MoneyWorks #accounting software The default Sales Invoice template, such as the Product Invoice 1, in MoneyWorks prints the Sales Invoice reference number after the Tax Invoice form title. To have the Sales Invoice reference number separated from the form title, you need to break them up into two separate fields. Sample: Tax Invoice 1875 […]

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