Tag Archives: Templates

Company Logo

Software: MoneyWorks accounting software

A company logo is not just a symbol; it’s the identity, the branding of the company. It’s important.

In this COVID-19 era, go digital, go paperless is a trend which big and small business worldwide adopting. Email official document in PDF instead of the traditional print, stamp, sign, and mail method is a norm as work from home is widely adopted. The workflow changed as the business environment changed. Cutting down redundant paperwork, stay lean and move on towards digital platform. Maybe, this could be the initial step moving forward, towards the next revolution — E-invoicing.

Add company logo

Prepare your company logo in a jpeg or png format, and add it into the MoneyWorks document (company file) when you first setup. From the Company Details feature, under the Show menu, you can also add or amend the company logo if you have missed it during the initial setup.

insert company logo

Your custom templates such as the Purchase Order and Sales Invoices gets updated if you are changing the company logo. If you are creating a form, then add the company logo via the picture tool from the Form Designer.

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How to add a memo line in Sales Invoice?

Software: MoneyWorks accounting software

Sometime you may want to insert a note before or after an item when preparing an invoice. It could be delivery information for the driver, project information which you want to show in the invoice, or shipping information such as the port of discharge, port of destination, estimated date of arrival, etc.

You may add an asterisk (*) before an item code, link it to a memo income account (to prevent confusion with the actual sales account), and omit the * item from printing on the invoice form. For example:

Item code: *POD
Name: Port of Discharge:
Sales account: Memo income

asterisk item

Then, apply the below formula on those columns which you want to leave it blank when using an * item in the invoice form, columns such as stock code, quantity, unit price, tax code, and the amount.

Formula sample:

if (Detail.StockCode = “*@”, “”, Detail.StockCode)
or
if (Detail.StockCode = “*@”, “”, Detail.UnitPrice)

form design

In this way, only the description column prints the information which you have entered in the detail description column.

Print Invoice

Consult your MoneyWorks consultant if you need help in designing forms.

 

Reference: MoneyWorks User Guide, Form Design.

 

 

How to print product label with barcode?

Software: MoneyWorks accounting software

The product barcode in MoneyWorks accepts both EAN13 and Code128. It helps to ease the operation and omit error when entering a sales or purchase invoice by scanning the barcode of a product.

product

The product label is a form template, which you can print from the Command menu or create a new one from the File menu. Highlight those products to print before you select the print product label feature from the command menu.

For creating a new label, you need to use the picture tool in the form designer to add a barcode on the product label. Select the Barcode radio button from the image option window, and then click the formula editor button to enter the formula for the barcode.

barcode formula

Use Code128 (Product.BarCode) for Code128 barcode and “EAN13:”+Product.BarCode for printing a EAN13 barcode.

Code128 barcode

EAN13 barcode

Then, add other essential fields such as product code, description, price, etc. to the label via the Calculation tool or text tool.

The built-in camera on iPad or iPhone can act as a barcode scanner to scan the product barcode when recording sales invoice via the MoneyWorks Mobile or a custom app which integrate with MoneyWorks.

MoneyWorks is powerful and yet cost-effective accounting solution for small businesses. Sign up a free demo to find out how to use MoneyWorks efficiently to manage your business finance.