MoneyWorks Accounting Software. The MoneyWorks family of accounting software provides a range of feature rich but easy-to-use solutions for small-to-medium organisations.
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Upcoming Training Courses and Workshops

MoneyWorks 5 General Training Courses

A set of modular courses suitable for new and experiences MoneyWorks users (see content below) -- new users should have at least worked through the MoneyWorks tutorial before attending. Where two modules are presented on the same day, there will be a break of about an hour for lunch.

The Forms Design course is suitable for MoneyWorks Express and MoneyWorks Gold users.

The Report Writing and Job Costing courses are suitable for MoneyWorks Gold users only.

You must have attended the Introductory Report Writing before you can attend the Advanced Report Writing.

For course content see below.

No courses are currently scheduled: please refer back later.

Course Content

Each module is typically about three to three and a half hours long (with a short break in the middle). Computers will be supplied for attendees, but you are welcome to bring your own if you prefer (but please advise in advance).

Module 1: Navigating and Cash Management

This module covers the basics of MoneyWorks and how to efficiently navigate the system, find information and operate on a cash basis. Suitable for Cashbook, Express and Gold users.

Navigating through MoneyWorks

Navigator overview
Using Lists and keyboard shortcuts
Customising, searching, sorting and printing
Filters

Entering Payments & Receipts

Navigating around entry screens
Customising entry screens
Importing bank statements from the internet
Auto allocations

Banking

Periodic Activities

Bank Reconciliations
Cash Basis GST Reporting
Period Management & End of Year

Troubleshooting

Correcting Transactions

Finding Information

Account enquiries
Printing reports

Preference Settings

Module 2: Invoicing and Debtors/Creditors

This module covers the issuing and paying of invoices, statement preparation and the management of accounts payable and receivable. Suitable for Express and Gold/Datacentre users who have already attended Module 1.

Entering Invoices

Service Invoices
Using Products in Invoices
Printing and Emailing Invoices

The Names list

Terms
Prompt Payment Discounts
Contact Management

Invoice Payments

Receiving Payment
Paying Creditors
Electronic Banking

Periodic Activities

Statements and Ageing
DR/CR Reconciliations
Invoice Basis GST Reporting
End of Year Considerations
Budgets

Troubleshooting

Cancellations, Contras and Writeoffs
The Log File

Finding Information

On-screen enquiries
Related Command
Printing reports
Preferences
How to Change Forms and Reports

Module 3: Products, Ordering and Inventory

How to use inventory. order entry, and manage backorders. The implications of negative stock, replacement and average costs. Suitable for MoneyWorks Gold/Datacentre users only.

The Product List

Products, Resources, Time and Shipping
Product Costs, Margins and Markups
Product Discount Matrix

Order Entry

Quotes and Sales Orders
Processing Orders
Deposits on Orders
Reordering
Purchase Orders

Inventory

Understanding Average Costs
Purchasing
Selling
Negative Stock
Stock Journals
Inventory and Jobs

Bill of Materials

Specifying
Build and Auto-Build/li>

Reports

Reports on Product movements
Stock History Report
Stock Journals
Bill of Materials

Module 4: Job Costing and Time Billing

This covers aspects of the time billing and job costing features in MoneyWorks Gold/Datacentre.

Setting up MoneyWorks for Job Costing.
Creating a new Job - what are the options.
Creating¬¨‚Ä†a quote for a job.
Trapping disbursements.
- Direct entry through job system
- Trapping through transactions entry
- Effect of stock transactions
Stock requisitions.
Entering timesheets.
Billing a job.

Structuring of Invoice
Prepayments
Unbilled items

Work in Progress.
Job reports.

Actual work to date
Budgets and back costing

Job forms.

Module 5: Intro to Report Writing

The Intro to Reporting Writing course starts by looking at existing reports, modifying them and then creating them from scratch. The emphasis on this course is how to use the Report Writer to generate General Ledger style reports (Profit and loss, trial balance etc). Suitable for Gold/Datacentre users only.

Analysis Reports
- What are they?
- When should I use one?
- How do I set one up to give me what I want?
Standard Reports
- What are they?
- When should I use one?
- How can I make some small changes to existing reports?
- How do I set one up to give me what I want?
New Reports
- How can I make a totally new report to better suit my requirements?
Chain Reports
- What are they?
- When should I use one?
- How can I modify an existing chain report?
- How can I make a new chain report?

Module 6: Advanced Report Writing

The Advanced Report Writing course builds on the foundations developed in the introductory report course, and discusses the creation of non-general ledger style reports (debtor reports, sales reports, job reports etc). Attendees should already have a good grasp of Excel-style functions as well as basic programming concepts such as loops and conditionals.

Simple loop constructs (customised aged debtors).
Building run-time controls on a report.
Incorporating Drill-down.
An overview of the MoneyWorks database schema.
Some useful MoneyWorks functions
- Lookup
- GetBalance, GetMovement
- GetOffBalance
- SumSelection and SumDetail
Building Report Tables
Simple Charts

Booking

For New Zealand courses please send in the booking form.

For Australian courses please complete and fax this booking form.

For more information on courses please email . Places are limited and will be allocated on a ‚Äö√Ñ√∫first-come first-served‚Äö√Ñ√π basis. Course fee must be pre-paid.