MoneyWorks® Datacentre

Network server for MoneyWorks Gold, with single company or multi-company options.

All the functionality of MoneyWorks Gold with high performance networking for up to 99 simultaneous users. Enjoy the convenience of centralised data management, concurrent client licensing, remote access, powerful APIs, and automatic backups and archives.

Dedicated server

Datacentre provides convenient, scalable, and easy to manage network access for your MoneyWorks Gold data.

Centralised Control

The Datacentre Console provides a central, convenient way to manage your system.

Mobile access

Live access from your mobile devices

Server access

REST APIs and command line access allows integration with backend services using tools such as PHP or Perl

Fast networking

Fast access, even over the internet.

Advanced security

Keep your data safe.

MoneyWorks Datacentre

Fast networking: when time is money

MoneyWorks Datacentre has highly optimised networking and server-side operations, which, coupled with the powerful database engine, provide extremely fast remote connections without the need for expensive thin client solutions. Datacentre also minimises network traffic by providing server-side functionality for reporting and complex searches.

Example: a typical small business remote office scenario, with a user in Auckland, New Zealand, connecting to a Datacentre hosted on a Mac Mini in Wanaka, a distance of about 1500km (900 miles).

  • Sort 29,792 item records by description: less than 1 second.
  • Sort 29,792 item records by unit price: less than 1 second.
  • Find all item records that contain the word "pedestal": about 2 seconds (87 records found out of 29,792)
  • Preview Profit & Loss Comparison report for month: about 2 seconds (2 pages).
  • Preview six month Ledger report: about 30 seconds (71 pages).

Note: A standard ADSL2 connection was used in Auckland, and a VDSL in Wanaka, giving an average ping time of about 55ms.

MoneyWorks Datacentre

Advanced security keeps your data safe.

MoneyWorks Datacentre incorporates enhanced security for your protection.

  • Optional per-folder user and password control to access the Datacentre server
  • Provision to encrypt your data connections using SSL.
  • Provision to secure REST services using SSL.
  • Extensive per-user password access and privilege controls at the file level.
  • MoneyWorks Audit trails keep track of who entered which transaction.
  • Automatic daily backup and monthly archiving of data-files for added peace of mind.

MoneyWorks Datacentre

Datacentre server

Datacentre has the convenience, scalability, and interoperability opportunities of a dedicated, multi-user server1.

  • Allow other users to simultaneously access your accounting data.
  • Single company and multi-company sharing options available.
  • Automatic deployment of plug-ins (custom reports, forms etc).
  • Concurrent client licensing: install MoneyWorks Gold client on as many workstations as you like - only active connections are counted.
  • Server is always available: this makes remote access possible over the internet.
  • Mix Windows and Mac on the same network: server can also be Mac or Windows.
  • Accelerated server-side reporting. Many reports can be run on the server making them up to 500 times faster for remote clients connected over an internet link.
  • Regular automatic backups and archives can be directed to Dropbox or OneDrive for offsite, cloud backups.
  • Partition users: allow users logging into the multi-document server to see only a subset of documents.
  • Console application for server management.
  • Client updates deployed automatically from the server.
  • Expanded integration options: some third party solutions require a MoneyWorks Datacentre Server.
  • Works well with Citrix and Terminal Server, but these are not normally required.
  • Extremely simple install. No other special server software required.

1A desktop machine can also be used if no server is available: just don't turn it off if you want 24/7 access

MoneyWorks Datacentre

Centralised Control

The MoneyWorks Datacentre Console provides a centralised way to easily configure and manage your valuable accounting files, with the option to allow some remote configuration through a browser.

  • Manage automatic backup and archiving.
  • Configure network settings.
  • Enable REST APIs for access from remote/mobile apps.
  • Set optional Datacentre passwords for extra security.
  • Store security certificates and enable SSL security.
  • Enable Datacentre management through browser.
  • Check for, and install, Datacentre updates.
  • View logging and error information.

MoneyWorks Subscriptions

MoneyWorks Subscriptions

With MoneyWorks, you have the choice of buying a licence, or subscribing to one, or a combination of both.

MoneyWorks subscriptions enable you to pay a low, monthly fee for continued use of MoneyWorks. Here's how it works:

  1. Create or login to your MoneyWorks account
  2. Register your Visa/Mastercard credit or debit card details1
  3. Choose the product to which you wish to subscribe
  4. Agree to the Terms and Conditions
  5. Your credit card will be charged for the first month's subscription, and a MoneyWorks activation code will be sent to you
  6. Every month from that date, your credit card will be automatically charged for the next month's subscription.
  7. To modify or suspend the subscription, simply log into your MoneyWorks account

A subscription will cover any updates and upgrades released while the subscription is current, but does not include support (which will be charged separately).

Note that, with subscriptions, MoneyWorks will occasionally check back to our server to check your subscription status. For this reason you need to have internet access every ten days or so.

If you suspend your subscription, or otherwise don't pay, your MoneyWorks will stop working. Simply renew the subscription for continued access.

See subscription pricing >

1Your credit card details are held securely by our payment gateway supplier, DPS.

MoneyWorks Subscriptions


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Subscription Options and Pricing

The following products are available for subscription. Prices are in per month

MoneyWorks Cashbook$ 0.00
MoneyWorks Cashbook$ 0.00
MoneyWorks Cashbook$ 0.00
MoneyWorks Cashbook$ 0.00
MoneyWorks Cashbook$ 0.00
MoneyWorks Cashbook$ 0.00
MoneyWorks Cashbook$ 0.00
MoneyWorks Cashbook$ 0.00
MoneyWorks Cashbook$ 0.00
MoneyWorks Cashbook$ 0.00
MoneyWorks Cashbook$ 0.00
MoneyWorks Express$ 12.50
MoneyWorks Express$ 16.25
MoneyWorks Datacentre Single Company File
    Single User$ 27.50
    Additional Concurrrent User$ 11.00
MoneyWorks Express$ 18.00
MoneyWorks Gold$ 19.50
MoneyWorks Datacentre Single Company File
    Single User$ 35.75
    Additional Concurrrent User$ 14.30
MoneyWorks Datacentre Multi-Company File
    Single User$ 34.50
    Additional Concurrrent User$ 11.00
MoneyWorks Express$ 23.75
MoneyWorks Datacentre Single Company File
    Single User$ 39.60
    Additional Concurrrent User$ 15.84
MoneyWorks Express$ 25.00
MoneyWorks Express$ 25.00
MoneyWorks Express$ 25.00
MoneyWorks Express$ 25.00
MoneyWorks Gold$ 25.35
MoneyWorks Gold$ 28.08
MoneyWorks Express$ 28.75
MoneyWorks Express$ 28.75
MoneyWorks Datacentre Multi-Company File
    Single User$ 44.85
    Additional Concurrrent User$ 14.30
MoneyWorks Datacentre Single Company File
    Single User$ 52.25
    Additional Concurrrent User$ 20.90
MoneyWorks Datacentre Single Company File
    Single User$ 55.00
    Additional Concurrrent User$ 22.00
MoneyWorks Datacentre Single Company File
    Single User$ 55.00
    Additional Concurrrent User$ 22.00
MoneyWorks Datacentre Single Company File
    Single User$ 55.00
    Additional Concurrrent User$ 22.00
MoneyWorks Datacentre Single Company File
    Single User$ 55.00
    Additional Concurrrent User$ 22.00
MoneyWorks Datacentre Multi-Company File
    Single User$ 49.68
    Additional Concurrrent User$ 15.84
MoneyWorks Gold$ 37.05
MoneyWorks Datacentre Single Company File
    Single User$ 63.25
    Additional Concurrrent User$ 25.30
MoneyWorks Datacentre Single Company File
    Single User$ 63.25
    Additional Concurrrent User$ 25.30
MoneyWorks Gold$ 39.00
MoneyWorks Gold$ 39.00
MoneyWorks Gold$ 39.00
MoneyWorks Gold$ 39.00
MoneyWorks Datacentre Multi-Company File
    Single User$ 65.55
    Additional Concurrrent User$ 20.90
MoneyWorks Gold$ 44.85
MoneyWorks Gold$ 44.85
MoneyWorks Datacentre Multi-Company File
    Single User$ 69.00
    Additional Concurrrent User$ 22.00
MoneyWorks Datacentre Multi-Company File
    Single User$ 69.00
    Additional Concurrrent User$ 22.00
MoneyWorks Datacentre Multi-Company File
    Single User$ 69.00
    Additional Concurrrent User$ 22.00
MoneyWorks Datacentre Multi-Company File
    Single User$ 69.00
    Additional Concurrrent User$ 22.00
MoneyWorks Datacentre Multi-Company File
    Single User$ 79.35
    Additional Concurrrent User$ 25.30
MoneyWorks Datacentre Multi-Company File
    Single User$ 79.35
    Additional Concurrrent User$ 25.30
MoneyWorks Express$ 245.00
MoneyWorks Datacentre Single Company File
    Single User$ 539.00
    Additional Concurrrent User$ 215.60
MoneyWorks Gold$ 382.20
MoneyWorks Datacentre Multi-Company File
    Single User$ 676.20
    Additional Concurrrent User$ 215.60

< About subscriptions

Subscription Terms


MoneyWorks Subscription: Terms & Conditions


YOUR USE OF AND ACCESS TO THE WEBSITE AND PRODUCTS AND SERVICES AND ASSOCIATED SOFTWARE (COLLECTIVELY, THE "SERVICES") OF COGNITO SOFTWARE LTD ("COGNITO") IS CONDITIONED UPON YOUR CO MPLIANCE AND ACCEPTANCE OF THESE TERMS. "YOU" (AND "YOUR") IS THE INDIVIDUAL WHO IS USING OR ACCESSING THE SERVICES OR PRODUCT, AND/OR WHO HAS PAID FOR THE SERVICES OR PRODUCT, OR, WHERE AN INDIVIDUAL IS PURCHASING THE PRODUCT ON BEHALF OF AN ENTITY, THEN THAT ENTITY.

By clicking/checking the "I have read and accept these terms and conditons" checkbox or equivalent, accessing the Cognito website or by using the Services You agree to be bound by these Terms and Conditions. The Services may not be accessed by persons who are not legally eligible to be bound by these Terms.

  1. The MoneyWorks Subscription Service ("Subscription") provided by Cognito is an online service which gives access to one or more designated MoneyWorks software products ("Product") for a limited time period ("Period").

  2. The Subscription provides You with a non-transferable, time expiring licence to use the Product. At the end of the Period the licence will expire and You agree to either renew or cease using the Subscription. Continued use without renewing the Subscription is forbidden.

  3. To access the Services You will need to provide information about Yourself. You agree that any such information shall be accurate. You will also be asked to choose a user name and password. You are entirely responsible for maintaining the security of Your user name and password and agree not to disclose such to any third party.

  4. Access to the Product is provided by an Access Serial Key ("Serial"), and requires regular access to the internet. You agree that You will not disclose the Serial to any third party whatsoever.

  5. You further agree not to disassemble, reverse-engineer or in any other way attempt to modify the Services or the Subscription management process, or to attempt to bypass any controls on the Services. Any software associated with the Services and website is protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties.

  6. Cognito will charge You, and You agree to pay, the listed price for the Subscription. This will be automatically charged to Your credit card or other payment mechanism selected by You and approved by Cognito (your "Account"), on a monthly basis. Cognito reserves the right to vary prices for the Subscription at any time, including charging for a Subscription or Product that was previously free, and will notify You by email at least 30 days in advance of a price increase.

  7. Your subscription provides access to the Product only, and not to any support or other services. Should You require support or assistance from Cognito in any form, You agree that Cognito can, at its sole discretion, charge your Account for the support provided at Cognito's then current support rates.

    Termination

  8. You may suspend or terminate your Subscription at any time. Suspension or termination by You comes into affect at the end of the Period.

  9. In the event of Cognito becoming aware of abuse of any aspect of the Services by You, including but not limited to failure to pay, Cognito has the absolute right to immediately suspend Your access to the Services without prior notice.

    Warranties

  10. Your use of the Server and Product is entirely at Your own risk and Cognito provides no warranties as to the Services. Without limiting the foregoing, Cognito does not warrant that the Services will meet Your requirements, or that the Services will be suitable for any particular purpose, or that the Services are secure, free of bugs or viruses or interruptions, or that Your use of the Services will satisfy or ensure compliance with any legal obligations, laws or regulations. To avoid doubt, all implied conditions, and warranties of the Services are excluded insofar as is permitted by law, including, without limitation, warranties of merchantability and fitness for purpose, performance, accuracy and quiet enjoyment.

  11. To the extent not prohibited by law, in no event shall Cognito be liable for personal injury, or any incidental, special, indirect or consequential damages whatsoever, including, without limitation, damages for loss of profits, loss or corruption of data, business interruption or any other commercial damage or loss arising out of, or related to the Your use, or inability to use the Services, however caused, regardless of the theory of liability (contract, tort or otherwise).

    Ownership

  12. The Services, including the MoneyWorks Software, is owned solely by Cognito, and nothing in these terms grants You any ownership.

  13. Data files that You create using MoneyWorks belong to You, and You are responsible for their care and backup.

  14. Particular features of the Services may be subject to separate software or other license agreements or terms of use. You must read, accept, and agree to be bound by any such separate agreement as a condition of use of those features of the Services.

    Communications

  15. You need to provide Cognito with email addresses and other information in order to access the Services. Cognito agrees to hold this information private and not to disclose it to any third party whatsoever, unless required to by law.

  16. You agree that, as part of this subscription, Cognito may email You from time to time about the Services, MoneyWorks or related software/services.

  17. Cognito reserves the right to change the Terms and Conditions at any time, and will advise You of such changes by email or such other means as may be appropriate. Your continued use of the Services indicates Your acceptance of any changes.

    Governing Law

  18. These terms of use and the provision of goods and service by Cognito shall be governed by and construed in accordance with the laws of New Zealand and You hereby expressly submit to the jurisdiction of the Courts of New Zealand.


< Subscriptions

Single company server

MoneyWorks Datacentre Single Company Server

The single company Datacentre, as its name suggests, serves out a single MoneyWorks file to multiple concurrent users over a network, providing a cost effective multi-user accounting solution.

The Datacentre server software can be installed on an always-on PC or Mac in your office, a Windows or Mac server, or on a cloud server such as MS Azure.

With all the other benefits of the full, multi-company Datacentre, including fast networking and remote access, the single company Datacentre is available by subscription only.

Datacentre features >

Multi-compamy server

MoneyWorks Datacentre Multi-Company Server

The multi-company Datacentre server provides simultaneous access to multiple company files by multiple concurrent users on demand. It is the ideal solution for organisations made up of more than one legal entity, or for accountants who need to maintain accounts for more than one entity.

  • The server comes standard with 3 concurrent client licenses, and more can be easily added up to a maximum of 99.
  • The Datacentre server software can be installed on a Windows or Mac server, an always-on PC or Mac in your office, or on a cloud server such as MS Azure.

    Licences for MoneyWorks Datacentre Multi-Company Server are available for purchase or subscription.

    Datacentre features >

    MoneyWorks Datacentre

    Mobile access

    With MoneyWorks Datacentre you can access your accounts at any time from anywhere1, using your smartphone, tablet, or just a browser on your computer. Included with Datacentre are two example apps that provide ability to do specific tasks, and which can be modified or extended to meet your mobile access requirements.

    • Timer: For job management in the field: enter time and materials against jobs; mark jobs as complete; see newly assigned jobs.
    • Reports: Authorised users can view almost any (authorised) report at any time, including financial reports, dashboard reports, and sales reports.

    For rapid development of more complex solutions for iphone/ipad, we have provided a FileMaker Go template that you can easily modify

    The FileMaker Go template provides functionality to:

    • Stash a local copy of customer and product database so can work off line.
    • Live update of customer information changed on mobile device.
    • View specified reports.
    • Customer dashboard, showing balances, historic transactions, and any invoice.
    • Input and submit new quotes/orders/invoices.
    • FileMaker Go is free to deploy, and is available from the App Store.

    1You will need a static IP address and some configuration of your router/firewall.

    MoneyWorks Datacentre

    Exploit the power of your server

    REST and Command Line APIs enable extensive integration with other systems. These can be either local or remote (mobile devices, external databases etc).

    • REST APIs allow access from remote devices (tablets and smart phones), and also web apps and websites.
    • Authorised Websites can directly interrogate and update MoneyWorks data.
    • Command line access allows integration with backend services using tools such as PHP or Perl.
    • Open source Perl module available.
    • mwScript, the built-in scripting language, can access other data sources and websites.

    Features common to all MoneyWorks products

    All MoneyWorks product are built on a powerful, framework that includes the following:

    Cashbook

    Record payments and receipts and automatically track the GST.

    General Ledger

    Maintains details of your accounts for over 7 years.

    Powerful on-screen enquiries

    Easily view balances and trends for accounts, customer or item sales.

    Flexible reporting

    A library of over seventy standard reports.

    Names database and contact management

    Store customer and supplier names, addresses, phone numbers, email & web addresses.

    Item pricing

    Enter sales and purchases using account coding or item lookup with quantities and discounts.

    sales tax tracking

    MoneyWorks provides the best possible support for sales tax.

    Sticky notes

    All the better to remember you by.

    Budgeting

    Full budgeting for better control and decision making.

    Multiple entities

    Keep accounts for as many entities as you need.

    Import/export & interoperability

    Ensure interoperability with the other systems your business relies on.

    Unicode

    Record information and prepare invoices/reports in almost any language.

    Cashbook


    Easily record all your payments & receipts.

    • Clear entry screens make for fast, accurate recording of transactions.
    • Store original PDF or scan of original hardcopy docket for your records [not Cashbook]
    • Import downloaded bank statements in QIF, OFX, QBO formats.
    • Automatic allocation of income and expenses by predefined rules.
    • Automatically manage your sales tax.
    • Recurring transactions save re-entering repetitive items such as rent and wages.
    • Print cheques or create electronic direct payment files for supported banks.
    • Manage as many bank or credit card accounts as you need.
    • Point and click bank reconciliation—no need to re-enter your bank statement.
    • Full bank register and cashflow reporting.
    • Produce professional profit & loss reports for month, year, multi-year comparison, budget and more.

    General Ledger


    Maintains details of your accounts for over seven years, right through to trial balance and balance sheet.

    • Completely flexible chart of accounts allows MoneyWorks to operate the way your business does.
    • Seven character free-form account codes for reporting flexibility.
    • Journals (including reversing journals) for managing account transfers and accruals.
    • Account movement graphs with drill-down to actual transactions.
    • Comparative reports and graphical analysis going back seven years.
    • Supports alternative code for reporting. Use your own codes in-house to provide the degree of breakdown that you need, but give your accountant reports based on their preferred coding structure.
    • No end-of-month or end-of-year rollover—have up to 90 periods open simultaneously.
    • Complete audit trails for added accounting integrity.

    The extended general ledger in MoneyWorks Gold/Datacentre supports full departmental (cost-centre) accounting. Use departments to manage branches, divisions, vehicle fleets, properties etc.

    • Create departments for commonly occuring subledgers
    • Department codes can be up to five alpha-numeric characters
    • Group similar departments into groups for easy general ledger maintenance and reporting
    • Classify departments for reporting purposes
    • Report by department, group, classification or consolidated.

    Customer and Supplier Database


    MoneyWorks stores your valuable customer and supplier details and contact information in easily manageable lists, which can be easily searched and sorted. Use these to reliably identify contacts, perform sales analyses, prepare mail/email merge letters and more.

    • Use alphanumeric customer/supplier codes (up to 11 characters) for accurate access to customer names, address, phone, emails etc.
    • Store banking information for creating deposit slips or direct credit files.
    • Create as many contacts as you need per customer/supplier, and assign roles for easy management.
    • Bulk email to contacts selected by role.
    • Assign tax overrides to ensure correct tax handling for unregistered or out-of-state/overseas customers/suppliers.
    • Import and update contact from Address Book (Mac), or from text files.
    • Store URLs for quick access to supplier web sites.
    • Assign default allocation general ledger codes to speed up recording of service transactions.
    • Colour code your contacts for easy access.
    • Assign customer categories and use to analyse your sales (or purchases).
    • Record dates and details of customer/supplier calls, and set automatic reminders to follow-up.
    • Create name templates for easy setup of new or casual customers.
    • Attach sticky notes to customers (or suppliers) which will appear automatically when you make a new sales transaction.
    • Print address lists & mailing labels, envelopes, merge letters1 etc.

    1Creating merge letters and postcards requires the MoneyWorks Forms Designer, which is available in MoneyWorks Express and Gold.

    Multi-company support


    Most accounting software allow you to only manage accounts for one company, or charge you extra for additional companies. The desktop1 version of MoneyWorks allows you to keep accounts for as many entities as you want on the one computer, with no additional fees or licenses required.

    • Run as many sets of accounts as you require on the one computer with no additional licensing fees.
    • Each set of accounts is kept as a separate file, allowing you to easily separate information from different entities.
    • Keep accounts for organisations with different structures, or even, with the international version, from different countries.
    • Have more than one file open at a time, allowing you to copy and paste transactions between entities [not supported for Gold clients].
    • All MoneyWorks versions are localised or self-localising for GST/VAT systems in New Zealand, Australia, Canada (including support for provincial sales taxes, HST, QST), Eurozone, Nepal, South Africa, Singapore and the UK, and for sales-tax tracking in the US.
    • Although designed for business use, MoneyWorks is also great for home accounts.
    • MoneyWorks Datacentre allows scripted consolidation across multiple sets of accounts.

    1Desktop versions include Cashbook, Express and Gold, as well as Datacentre that is hosted on your own hardware. Hosted copies of MoneyWorks by external hosting companies may charge a per-file fee.

    Budgets


    Full budgeting for better control and decision making.

    • Full budgeting—with two separate budgets.
    • Easily compare actual performance to budgets in on-screen enquiries.
    • Use the built-in budget editor to enter and manipulate budget data.
    • Copy and paste budget data from an external spreadsheet.
    • Import/update budgets from text file.
    • Full departmental (cost-centre) budgeting in MoneyWorks Gold/Datacentre.
    • Extensive set of reports for budget vs actual and revised forecasts.

    Easily manage GST/VAT/sales taxes


    MoneyWorks provides the best possible support for GST/VAT and sales taxes for most countries. Specific MoneyWorks versions are available for:

    • Australia - GST handling with BAS Guide
    • Canada - GST/HST/PST/QST handling for all provinces
    • Eurozone - VAT handling
    • Malaysia - VAT handling
    • Nepal - VAT handling with VAY Guide
    • New Zealand - GST handling with GST Return Guide
    • Singapore - GST handling with GST F5 Guide and IRAS Audit File IAF
    • South Africa - VAT handling
    • UK - VAT handling with VAT Guide
    • USA - Sales tax handling
    • Other countries - International version handles GST/VAT and sales taxes

    Tax handling is simple in MoneyWorks, and is normally done automatically when a transaction is entered.

    • Enter amounts as tax inclusive or exclusive—MoneyWorks does the rest.
    • Default tax is based on general ledger code used, so you never need to worry about charging tax on wages or other exempt/free items.
    • Tax code override for individual customers or suppliers (useful for offshore or out-of-state transactions).
    • Complete handling of GST/VAT on payments/cash basis (invoice/accrual basis available in MoneyWorks Express/Gold/Datacentre).
    • Tax handling is based on 'transaction tagging', so you never need worry that a transaction has been omitted or double-counted.
    • Guide forms available for a number of jurisdictions to help complete tax documentation/returns.
    • Detailed reporting provides complete audit trail.

    Item database with item counts


    Easily set up items or services that you regularly buy/sell as products, allowing you to specify quantities, maintain consistent pricing and perform extensive sales reporting and analysis.

    • Keep a price book of products or services sold or purchased.
    • Ensure consistent pricing with item buy and sell prices.
    • Maintain an automatic count of the items that you have on hand.
    • See who has (or hasn't) purchased which items.
    • Use product codes of up to 31 characters.
    • Assign categories to items and use to analyse your sales.
    • Attach sticky notes to your products, which will appear automatically as prompts when you make a new sales/purchase transaction ("Would you like fries with that?").
    • Print price lists, report on top selling products, view sales trends, analyse sales by item category, customer, region etc.

    MoneyWorks Gold/Datacentre has enhanced product features including pricing matrix, full inventory accounting, serial/batch tracking, multiple-warehouses and bills of materials.

    Sticky notes will help you organise


    Sticky notes act as on-screen reminders in the day to day use of MoneyWorks. Another example of one the many incredibly useful features that make MoneyWorks a stand-out product.

    • Attach a sticky note to a record, and it will pop-up as a reminder when you view the record, or use the code identifying that record.
    • If a customer (for example) has a sticky note on their record, it will pop-up whenever you sell something to that customer.
    • Sticky notes can be attached to transactions, customer/suppliers, accounts, items and job records.
    • Have different sticky notes appear for purchase or sales transactions.
    • Colour code your sticky notes to indicate importance.
    • On an item: use to up-sell ("Would you like fries with that?") or remind about required ancillary products.
    • On a customer: use to remind about bad credit, outstanding issues or for customer relations ("Ask about John's new baby").
    • On an account: use to provide guidelines on when to use and not use the account.
    • On a transaction: use to annotate why it was coded differently, or why it needs to be checked.

    On-screen enquiries make sense of your data


    On screen enquiries are a great way to get instant access to your valuable data. See historic balances, view sales (or purchasing) trends, and find out what makes your business tick.

    • Separate on-screen enquiries of accounts, products, customers/suppliers.
    • See general ledger balances for an account or range of accounts.
    • Display budget values to monitor performance.
    • View product sales, costs and quantities for a nominated selection of items.
    • See sales value (or purchases) for a nominated selection of customers.
    • Segment charts by item or customer category to view comparative performances.
    • Drill down to transaction level data to see what makes the values displayed.
    • See trends by enquiring on a range of periods—up to seven years is available.

    Unicode support


    Record information and prepare invoices/reports in almost any language.

    Languages include Chinese, Japanese, Greek, Cyrillic and most other non-Roman text, with the exception of right-to-left scripts (e.g. Arabic).

    Unicode also provides full cross platform support (Windows and Mac) for accented characters (bonne idée, Māori) and other special symbols.


    Powerful reporting


    Because an accounting system is only as good as the information you can extract, MoneyWorks comes with a large number of useful reports, each of which can be prepared in a multitude of ways.

    • Comes with Trial Balance, Income, Cashflow, Sales Tax, Cash Projection, Ledger and Balance Sheet, plus profit, trading, inventory, sales, job and budget reports.
    • Preview on screen, or output to PDF, Email, Excel, Word, Numbers, Clipboard, text or HTML file
    • Easily see what makes the numbers by drilling down to underlying transaction data.
    • Dice and slice your reports: most reports can be run on subsets of data, condensed, or summarised by different criteria.
    • Model and forecast your cashflow [MoneyWorks Gold].

    But there is much more to MoneyWorks than just financials ... for example:

    • Analysis reports will analyse your transaction data (e.g. see who has purchased what, what regions are products selling into).
    • The Product Catalog will print a catalog, complete with pictures
    • Top sales/purchases, salesperson commission, backorder, sales/purchase history, committed budget, recurring transactions ...

    MoneyWorks Express and Gold allow you to modify/create analysis reports, so you can extract just the data you need. MoneyWorks Gold includes a powerful report writer, allowing you to modify/create virtually any financial or management report.

    Interoperability: Works well with others


    Integrate MoneyWorks with other key systems for streamlined workflow and greater productivity.

    • Import bank statements with auto-allocations.
    • Configurable importing for transactions, names, items, accounts using Copy/Paste into lists, or the File>Import command1.
    • Export from all main database lists using Copy or the File>Export command1.
    • Import/Export data as tab delimited text or xml.
    • Use mwScript, the powerful MoneyWorks Gold scripting language, to format data into virtually any format.

    Ensure interoperability with the other systems your business relies on.

    • Use report scripts (developed in MoneyWorks Gold) to automate tasks.
    • Send reports direct to Excel, Numbers (Mac), pdf or text file.
    • Automate data transfer using Applescript (Mac) or Visual Basic (et al) via COM (Windows).
    • Live-link your Access or FileMaker databases to MoneyWorks to streamline your workflow.
    • Create scripts in the VBA layer of Excel to exchange data with MoneyWorks.
    • Use mwScript in MoneyWorks Gold/Datacentre to automate tasks and retrieve data from other sources.
    • Use the REST APIs in MoneyWorks Datacentre to access your accounts from other systems, even across the internet.

    1The file Import and Export commands are not available in MoneyWorks Cashbook; instead use Copy and Paste to transfer data through the clipboard.

    Buy now Free 45 day trial

    Looking for a cloud solution?

    Then take a look at MoneyWorks Now.

    MoneyWorks Now

    • MoneyWorks Now has the features of MoneyWorks Datacentre, but is hosted in the cloud.
    Learn more >