MoneyWorks Manual
Heading Part
A heading part will print a single line of text. This information can be text that is typed directly into the Heading edit box, or a formula which includes one or more report variables containing the information you want to print such as NAME to identify the company name. The formula can also be used to combine literal text and report variables.
Tip: In a calculated heading, use the meta-character “\t” as a tab character to align components of the heading with individual report columns, e.g.
=”Column1\tColumn2\tColumn3”
Report Variables
The report variables describing the gestalt (i.e. the conditions under which the report is being printed) for the report are listed below (a full set of system variables in listed in the Calculations section:
| Company Details: Information from Show>Company Details | |
| Name | the company name |
| Address1 ... Address4 | four fields each being one line of the postal address |
| State | the state/province of the postal address |
| PostCode | the postcode for the postal address |
| Delivery1 ... Delivery4 | four fields each being one line of the delivery address |
| DeliveryPostcode | the postcode of the delivery address |
| DeliveryState | the state/province of the delivery address |
| Phone | the telephone number |
| Mobile | the mobile phone number |
| Fax | the fax number |
| the electronic mail address | |
| GstNum | the company's GST/VAT/ABN number |
| RegNum | the company's IRD/ACN/IRS number |
| TaxName | the name of the local primary tax (GST, VAT, TAX) |
| WebURL | the URL of your website; if this is a complete URL (i.e. includes the http://) it will be hot-linked to your website in pdf reports and forms |
| RemittanceMessage | text to appear on invoices and statements for direct credit details |
| GST/VAT/Tax cycle and MoneyWorks Environment | |
| GstCycleEndDate | The date the current GST ends on |
| GstCycleNum | the current GST Cycle number |
| GstIncomeInvoiceBasis | True if GST reporting is set to invoice basis for income |
| GstExpenseInvoiceBasis | True if GST reporting is set to invoice for expenses |
| Version | The version of the MoneyWorks that is being used |
| Formatting | |
| LinesLeft | the approximate number of lines left on the current page. This will not be correct if cells in subsequent parts use word wrap, or if you subsequently change the running footer |
| Report Period: Variables that apply to the period for which the report is being printed, as selected in the period pop-up menu when the report is run | |
| Period | The name of the current period for which the report is being printed. |
| PerEnd | The last day in the report period as text, e.g. “30 June 2007” |
| PerEndDate | Same as PerEnd, but as a date. |
| PeriodNames | A comma separated list of period names |
| PeriodNum | The internal period number of the report1 |
| PeriodsInYear | The number of periods in the financial year |
| YearEnd | The date of the last day of your financial year as text. Since the last period for the financial year may not be open, MoneyWorks guesses this by looking at the end date for the last period of the previous financial year. |
| YearEndDate | Same as YearEnd, but as a date. |
| Columns: Variables used to determine information for a report column. Variables referencing periods are valid only if there is a well-defined period for the column. | |
| ColID | The ID of the column (i.e. what you called the column in the Ident field of the column settings). |
| ColPer | The name of the period for which the report column is printing |
| ColYear | the name of the financial year for which the report column is printing |
| ColPerNum | the internal period number of the column |
| Report Settings: Variables that are set by the user when the report is run | |
| Omit_Zero_Balances | 1 if the Omit Zero Balances option is set, otherwise zero |
| Include_Unposted | 1 if the Include Unposted option is set, otherwise zero |
| Show_Departments | 1 if the Show Departments option is set, otherwise zero |
| Print_Movements | 1 if the Print Movements option is set, otherwise zero |
| Cash_Basis | 1 if the Cash Basis option is set, otherwise zero |
| BreakDown | Where you are printing a breakdown of accounts this field gives the type of breakdown: “Category”, “Department”, “Classification” or “Depts in Group”. |
| Scope | the name of the particular category, department, classification or departmental group printed in this area of the breakdown. |
| ScopeCode | the code of the particular category, department, classification or departmental group printed in this area of the breakdown. |
| Sort_By | The setting of the Sort By menu. Account Code is 1, Accountants Code is 2 and Description is 3. All other settings are 1 |
| SubSummary: Variables that reflect the SubSummary settings when the report is run | |
| SubSummaryScopeCode | current breakdown code in a subsummary |
| SubSummaryScopeDesc | description corresponding to current breakdown code |
| SubSummaryHeadingLevel | 1 (lowest) to 5 (highest), or 0 if not emitting a subsummary heading |
| SubSummaryTotalLevel | 1 (lowest) to 5 (highest), or 0 if not emitting a subsummary total |
| SequenceNumber: | |
| StartupSequenceNumTransaction | The next sequence number for each of the files at the start of the session (i.e. file opened in single user mode, or client logged in). Can be used to implement session filters or reports. For example, SequenceNumber >= StartupSequenceNumTransaction would find all transactions entered since the current user logged in. |
| StartupSequenceNumName | |
| StartupSequenceNumJob | |
| StartupSequenceNumJobSheet | |
| StartupSequenceNumProduct | |
| StartupSequenceNumUser | |
Enter the fields into the Heading part using an equals sign. For example, to include the company name you would use:
=NAME
Use the plus sign to add these variables to other text—literal text should be enclosed in double quotation marks:
e.g: ="Phone" + Phone =ADDRESS1 + ", " + ADDRESS2 ="Income and Expense Report for " + PERIOD
For more information see You use calculation formulæ in many different places in MoneyWorks.
1 The PeriodNum can be viewed by pressing the Shift key while the Command>Open/Close Period in open. ↩