Use the built-in budget editor or copy and paste from an external spreadsheet, or Import/Export budgets
#MONEYWORKS CASHBOOK FULL#
Advanced department capability in MoneyWorks provides independent cost centres and dual budgets provide full budgeting support right down to department level.Ĭompletely flexible chart of accounts allows MoneyWorks to operate the way your business does.įull budgeting-with two separate budgets. Maintains details of your accounts for over 7 years. Quick allocation of income and expenses by predefined rules Import downloaded bank statements in QIF, OFX, QBO formats Point and click bank reconciliation-no need to re-enter your bank statement. Print cheques or create electronic direct payment files for supported banks.
Recurring transactions save re-entering repetitive items such as wages. This would inevitably result in some human errors - It was difficult to capture COGS accurately because bills for shipping were not able to be linked to bills for goods.Record payments and receipts and automatically track the GST. Shopify), meaning that every transaction had to be manually input by our bookkeeper.
#MONEYWORKS CASHBOOK SOFTWARE#
It was a standalone software and we did not have the cloud version, so there was no integration with our e-commerce platforms (e.g. Affordable, as it was a one time fee to implement the program as opposed to a recurring subscription model - Easy to navigate and comprehensive: the main page - MoneyWorks always automatically backs up so the latest versions are always saved - Good for financial reporting CONS This allowed us to be more efficient as we wouldn't have had to input all our sales transactions one by one. It was one of the first accounting softwares we used and served its purpose, but made us realise that we wanted an accounting software that could integrate with our e-commerce platform. We gave up trying to use Moneyworks to design our form. But Filemaker has an easy to use forms design tool.
#MONEYWORKS CASHBOOK PRO#
Filemaker Pro is mentioned as a program that is relatable. The second thing is that they could easily provide, I think, a much better set of tools for designing forms. One saving grace is that if I contact them directly in New Zealand, I'll get an answer very quickly at about 2 pm, when they start their business day. I wish that Cognito would find a way to train someone, somewhere in the world, a good English speaker, who would then become the person available for us, even if they are not actually based in the U.S.
The one person in my own area, southern California, has told me each time I've called that he is too busy to be able to help. The one thing that is most difficult is that there is very little hands on assistance available in the U.S. Those charts make the process much easier, especially for someone like me, a visual processor. The feature that impressed me most immediately are the charts shown for each process and element of complex double entry accounting. I think once we really get everything set up in our rather complicated situation, which involves two related corporations, we will be able to forecast much better.
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