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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What's new in MoneyWorks Express version 5?

Highlights

Prompt payment discounts
User-defined list filters
Apply global summarise/subtotal options to most GL reports
Major improvements to
- Bank reconciliation
- Bank statement importing
Performance improvements

Painless upgrade
Directly converts data files from Express 4.

A fairly complete list of new features

User-defined named filters on all main lists

New Filter popup replaces the Display popup in transaction view by type, and is also available in all tab views, all other main lists and in Choices popup lists.

Effectively a stored Advanced Find that is applied automatically when you switch back to a tab

You can now define your own views, such as "Transactions for bank account X"

New Bank Reconciliation

New 2-pane layout

top pane shows reconciled transactions in statement order
running balances
drag statement items to reorder
Start Over option
Displays bank account number
Mouseless-reconciliation using up/down/space
Clearer warnings when reconciliation does not balance
Privilege control for changing statement opening balance
Printed summary shows account name
Summary shows unpresented, unposted items
Privilege control for accepting non-balancing reconciliations

Reports and Printing

Global subsummaries

most reports can now be automatically summarised with subtotals by category, header accounts, etc

20 summary and subtotal breakdown options

Drill-down in report previews

Click to drill down to source data for a report

Pyjama stripes printing option
Lists print in colour
Automatic "Best Fit" for reports
New report output options: Send reports directly to Excel, Word or Clipboard

New Standard Reports

Retrospective Aged Debtors/Aged Creditors
Commission Report
New P&L month-month and year-year comparison
Top N customers, products or salespeople, graphed for period range—customisable

Custom Sales Analysis

Customisable Sales Analysis reports feature from MoneyWorks Gold is now available in Express

Enhanced expression evaluation (for analysis, advanced find etc)

Optimised advanced Find (converts expression to indexed search(es) where possible)
DayOfWeek() — Monday = 1...Sunday = 7
Quarter() — convert a period or date into an alternative division of a finanacial year (e.g. "Q1"-"Q4", "H1"-"H2")
WeekOfYear() — ISO 8601:1988 week number for a date
Lookup() function may now be used with the Offledger. Use KIND/NAME for key e.g. Lookup("CUR/USD", "Offledger.Description")
DollarsToEnglish() respects the base currency and takes an optional foreign currency parameter. Supported currencies are dollars, EUR, GBP, NPR.
GetUIField(windowID, fieldID) — Get text out of a field in a dialog box
Field name lists and popups are now alphabetical
Powerful relational searching scheme

Custom Forms

free-form lists (records from any file) with optional relational searching (which makes, e.g. statement-invoices possible)
2-level sorts
drag-import common bitmap formats (JPG, PNG, BMP, TIFF, etc). These formats are cross-platform.
Fit Form to Page option (in Layout). Use this to make an A4 form fit on US Letter and vice versa.

Importing

Optionally "Use Value" when updating existing records
Calculate values to import based on other data in the import file
field numbers displayed in import map
Single-pass import option: skips bad records and dumps them to a Rejects file

Transaction entry

Change transaction type while entering new transaction
Colour-coded transaction entry—each type has a different colour on the entry screen
end-of-period date displayed in period popup
bank balances displayed in bank popup (with privilege control)
Drop Shipping
Pin control to explicitly set favourite bank
Per-receipt bank/branch/account for deposits

Improved Account Enquiry

By account, selection, range, Simple Find, Advanced Find, saved find (filter)
Improved graphing (stacked column option: breakdown by categories, account)
9-month moving average
Customer and Product sales enquiries feature the same improvements

Improved Bank Statement (QIF) importing and coding

define new rules
manual coding
exclude unwanted transactions
assign receipts to invoices

Names

Name User fields x 4
Name country fields

Improved address formatting for state, zip, country

Name.ABN
Name.Customer Payment method

Open Recent

Quick access to recently opened/saved documents (including forms and reports)

More customisable field names

4 new user fields for Names

Rename payment methods (x 5)

Receivables

multiple distribute options when allocating a receipt to invoices (Smart credit note use, Strict top-down, Dont use credit notes)
Show balance on Return Cheque to Debtor final screen
Invoices sortable for O/P alloc from CR entry
Show total of overpayments in Name balances panel
Prompt Payment discounts
Do Not Show On Statement checkbox when cancelling
Debtor Reconciliation report shows ageing

Payables

Prompt Payment discounts

Warning of expiring discounts

Creditors can be "overpaid": MoneyWorks creates a credit note to track the credit
Creditor Reconciliation report shows ageing

More stuff

Option to confirm before quit (work around Microsoft UI design fault)
Bank-to-bank transfer wizard
Save An Empty Clone As—Make a new copy of a document with the same accounts and customers, but no transactions and a new balance date
Per-bank-account cheque number sequences
Prevent accidental rollback-all
Adjust column widths for detail line entry (etc)
Calculated columns in lists
Set alignment in customised lists
Expanded scroll-wheel support

Vertical scroll wheel changes active date field by days
Horizontal scroll wheel by months
Option-scrollwheel zooms on preview
Select 2 sort columns: select minor sort field, then option-click (shift Win) major sort field for 2-level sort

Macintosh-specific

Universal Binary—runs natively on Intel-based Macintoshes as well as PowerPC
Supports "Unicode" regional date/number formatting on Mac OS Tiger
Larger, easier-to-read dialog boxes

Windows-specific

Popups (aka combo boxes aka drop down lists) now optionally use the insane Windows-native behaviour (mash a key to cycle through options starting with that letter—by turning off "Combo-boxes use type-select" preference)
Expanded speech support on Windows (now supports both SAPI 4 and SAPI 5). This means speech just works on Windows XP with no additional software installation.
Context-sensitive help (Help On This)

Performance Improvements

Dramatic performance improvements for some specific operations, such as: Complex (multi-field) Advanced Find; Find Related and Make Found Set; Analysis Reports and more.

Scripting

Applescript/COM-exported data now has clean formatting of numbers (no thousand separators—makes for easier parsing of exported data)
Export can take a relational search
Option to dump entire database to XML

there is more...

See the comprehensive and fully revised MoneyWorks manual for more details.

That is awesome!

Order my upgrade now!