New Features in MoneyWorks 6

The following list is by no means complete. For a more complete overview visit the following page: What's new in MoneyWorks 6.
With over 100* new features and enhancements, including a more polished and streamlined user interface, rapid visualisation of your business's performance with the new Navigator Dashboard, and improved presentation of reports and forms.

* Note: Some new features may be specific to MoneyWorks Gold (or Express). This page describes selected new features only.

Navigator

The redesigned MoneyWorks 6 Navigator is simplified, yet more useful and informative. It's now scalable and displays live information.
• More efficient layout - With fewer panels, you can now get around the Navigator with fewer clicks.
• To do panel - The new to-do panel reminds you of regular tasks, overdues etc
• News feed - Important announcements from Cognito can be (discreetly) displayed right in your Navigator
• Welcome page - When you start MoneyWorks 6, your recently-used data files are right there on the Welcome page for easy access.
• Recent network connections - For MoneyWorks Gold, the recent files list now also includes server connections. If you have your password in your Keychain (on Mac) you can log straight in to your server with just a double-click.
• The navigator Dashboard provides instant graphical snapshots of your company's performance - Bank accounts, Monthly profit, Receivables (in Express and Gold), and Assets vs Liabilities. This provides at-a-glance understanding of how your company is doing. (And yes, in MoneyWorks Gold and Datacentre, the information is protected by privilege control).
• Customisable - You can even customise your dashboard--The new Navigator and dashboard is built using custom forms and custom reports that you can create and edit in MoneyWorks Gold.

Transaction Entry

MoneyWorks 6 streamlines transaction entry, lets you multitask more easily, and lets you keep track of original documents.
• Auto-fill of codes - New auto-fill lists show possible matches in real time as you type. If you don't know the code, start typing any word from the description and still get a match.
.• Auto-fill from history - If you often type similar transaction descriptions, you'll find the new autofill-from-history a big time saver.
• Original document storage - If you receive invoices by email, or scan them in for electronic storage, you can now attach them to the MoneyWorks transaction for easy recall. MoneyWorks 6 helps you get closer than ever to the paperless office.
• Custom validation lists - Custom validation lists allow you to specify a set of values that are allowed for many fields (in particular category and custom/user fields).
• Multiple open transaction entry windows - Halfway through entering a Quote and need to do a quick receipt? No longer a problem: you can now open any number of transaction entry windows.
- Drill down to related information without interrupting workflow - Want to look at a customer's details; drill down to the customer and you can keep the customer window open while you go back the transaction
- New keyboard shortcut to directly create a new transaction entry window from wherever you are.

Sticky Notes

Now there's an easy way to remind other staff members (or even yourself) of information concerning particular transactions, accounts, customers, suppliers or products.
• Attach “sticky notes” to transactions, accounts, names, items or jobs - Sticky notes will pop up when you view a record or when you use the code identifying that record

Product Images

Attach images to your product/item records and includee them in reports and on quotes, invoices, labels etc. [MoneyWorks Gold only]
• Drag-and-drop image files into product records or click to import
• Images are automatically optimised and stored with your accounts document or uploaded to your MoneyWorks server
• Product Catalogue - Customisable price list/catalogue, optionally with product images and/or barcodes as well as prices

Preview Window

A lot of your MoneyWorks workflow involves producing documents, whether they be reports, invoices, statements etc. MoneyWorks 6 has a greatly improved workflow for working with on-screen print previews.
• High quality rendering - Modernised, fully antialiased rendering; the preview automatically scales to fill the window.
• Consolidates multiple previews into one window - Each preview is named and timestamped; easily switch between multiple report runs
• View side-by-side - If you need to compare two versions of a report, just click the Own Window icon in the toolbar to open the current preview in its own window. MoneyWorks helpfully arranges the windows side-by-side.
• Refresh - Want the same report you just previewed but for a different month or with different options? Just click the Refesh icon in the toolbar to bring up settings for the current report.
• Save as PDF - Save the current preview directly to PDF without re-running the report. Even on Windows.
• Send as Email (PDF) - It's now easy to preview a report or invoice on screen before emailing and you know that what you see is exactly what you are sending.
• Copy page as PDF (Mac) (or EMF on Windows) - Copy and paste pages from reports into iWork, Word etc

Improved Forms Designer

[MoneyWorks Gold and Express only]
It's important to present a polished look in all your correspondence with customers. The much improved MoneyWorks 6 forms designer makes it easier than ever for you to create or customise professional-looking business forms.
• Zoom - A much requested feature: Zoom in or out of your form to get a better view.
• Auto alignment guides - When moving or resizing objects, the edges will automatically snap to line up with existing objects on the form, making it much easier to achieve an attractive layout.
• High quality display and output - The forms designer and forms printing now use high-quality Quartz/GDIPlus rendering.
• Line styles - Dotted and dashed line styles, and arrows are now supported.
• Fractional line widths 1/4pt and 1/2pt - True fractional line widths are now supported. Finer lines can greatly improve the look of your forms.
• Full colour range and transparency - New colour pickers allow you to choose any colour in the full colour range for lines, fills and text. You can also add transparency to lines, fills, and graphics.
• Find/Find again - Easily find any text in formulas on your form.
• Automatic optimisation of placed images - Large graphics are now automatically optimised when you save your form. With optimised graphics, your emailed PDF documents will be smaller and your forms will print faster.
• Barcodes - Include EAN13 (UPC) and GS1 (Code128) barcodes on forms and reports.
• Leading control - Control the line-spacing of text by adding “leading” between lines.
• Product images - Include product images in your quotes, invoices, labels etc.
• Signing - Re-sign and upload modified forms to your server using the new toolbar icon [MoneyWorks Gold/Datacentre]

Stocktake and improved stock receipting

MoneyWorks Gold 6 offers improved inventory features for stocktakes and purchasing [MoneyWorks Gold only]
• Stocktake facility - The new stocktake mode allows you to directly enter stocktake values or import stocktake values directly into the product database. The necessary accounting transactions are generated automatically when you commit the stocktake.
• Counted stock figures can be entered directly into the product list in Stocktake mode
• Stock level importing - You can import figures into the stocktake count: this means that when starting to use inventory it is easy to bring in your current stock figures using a stocktake.
• Stock receipting - MoneyWorks now has specific facilities for receiving purchased stock ahead of the invoice. Also for handling prepayment of invoices for stock not yet received. Find Related can now find the Originating Order for an invoice or stock receipt journal. This also works for a PO generated from a single Sales Order
• New Committed Stock report
• Available stock display - When entering a Sales Order you can now elect to have the true available stock displayed (taking existing unshipped sales orders into account).

Direct emailing

Emailing of invoices and other forms and reports can now optionally be done by direct connection to an SMTP mail server as an alternative to creating individual messages in your mail client. This can make sending many emails much faster and easier.
MoneyWorks 6 still supports GUI-client email creation (Simple-MAPI-compatible clients on Windows, Apple Mail and MS Entourage on Mac, and v6 adds Office Outlook 2011 support