Tag Archives: Template

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 the GST total of the invoice.

invoice-template

The “Detail” table captures the information of each item sold, such as stock code, item description, unit price, quantity, GST Code, GST amount, etc. Whereas the “Transaction” table captures the information of the invoice transaction, such as the Reference number (invoice number), Date, Total GST, Gross, etc.

Therefore, to show the GST amount of each item you should use Detail.Tax instead of using the Transaction.TaxAmount, which is the GST Total of the invoice.

 

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, Item Description, etc.

Invoice form align bottom

Amend your preferred template with the template designer and modify the Price and Extension column. In the Calculation Box of the relevant column, such as Price, you check the “Word Wrap” checkbox to allow the field to align the text from the top.

MoneyWorks template design

Remember to sign and upload the new template if you are in a MoneyWorks Datacentre environment or sign and copy the template physically to the client’s computer if you are using the MoneyWorks Gold-client.

The amended fields are top alignment now.

Invoice form align top

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.

Print to PDF

You may do a simple test by removing the images from the form before printing to a PDF format, consider changing the image such as from a PNG to a JPEG format if the file size has dropped tremendously.