Template – Page 2

Validity Date of Quote

Software: MoneyWorks accounting software A Validity Date of Quote helps protect the buyer and seller; the price quoted is being locked within an “x” number of days from the quote date. The Due Date in a Quote can be used as a Validity Date. You may add the Due Date field (Transaction.DueDate) by inserting a […]

Add additional Data Field to the QuickBooks template

Software: Intuit QuickBooks accounting software The “Invoice To” field in the QuickBooks sales invoice can take up to five lines, which has a maximum of 41 characters per line. The “Invoice To” field is made up of a Company Name field (first line) and 4 Addresses line. If the contact person is needed, you may […]

Print the amount payable of a foreign currency invoice in base currency equivalent in QuickBooks accounting software

Software: Intuit QuickBooks accounting software Although, the foreign currency invoice does show a base currency equivalent amount and an exchange rate used in the invoice, these fields are not available for print. Since the User defined fields in the template are limited, you may consider adding the base currency equivalent amount at the description area […]

Insert the Comment field of a Validation list into the form

Software: MoneyWorks accounting software Set up the transaction field with a Validation list helps to keep the field as a mandatory and maintain consistency in data entry. The validation code, which recorded in the transaction field, will be printed when the transaction field is being added to the form. However, If you prefer to print […]

Adding the Payment Method field to the MoneyWorks form

Software: MoneyWorks accounting software If adding the Transaction.PaymentMethod field (Payment Method) directly to an “Official Receipt” or “Payment Voucher” form (*.invc), you will get a result of 1, 2, 3, or 4; instead of the result label “Cash”, “Cheque”, “Electronic”, or “Credit Card”. Example: If “Cheque” payment method were to be used in the transaction; […]

When mailing to Singapore…

Software: MoneyWorks accounting software When mailing to Singapore, usually we will write the mailing address as: 999 Street Address #99-999 Building Name Singapore 999999 Singapore is a city-state, an island country. We have a country name, Singapore, but we do not have a city, nor a state name like most of the other country. Hence, recording […]