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 Workshops

These workshops (about three hours) are designed to help MoneyWorks 4 users get the best out of MoneyWorks 5, and are held in a classroom setting (they are not hands-on), so bring pen and paper. Cost is $95 (inc GST) per person, and places are limited. To secure your place, please complete and return the appropriate booking form:

New Zealand booking form

Australian booking form.

Making the most of MoneyWorks 5: Covers what's new (how to take advantage of the new interface features such as filters; the revamped bank reconciliation; the more powerful bank statement importing; prompt payment discounts etc). This workshop is suitable for Gold, Express and Cashbook users.

Auckland: Fri 23rd March 9:30-12:30 [workshop W0707]

Dunedin: Tue 3rd April 9:30-12:30 [workshop W0709]

Using Multi-currency: How to set up and maintain multiple currencies in MoneyWorks Gold 5.

Auckland: Fri 23rd March 1:30-4:30 [workshop W0708]

MoneyWorks 5 General Training Courses

Full day courses suitable for MoneyWorks Gold and Express users (see content below) . Both new users and experienced users will find them an invaluable source of information -- new users should have at least worked through the MoneyWorks tutorial before attending. This is an all day course (there will be a break of about an hour for lunch).

Auckland Tues 27th March

9:30am - 5:00pm: General MoneyWorks $395 incl GST [course #F0709]

Sydney Mon 16th April

9:00am - 5:00pm: General MoneyWorks $A395 [course #F0710]

For New Zealand courses please complete and return this booking form.

For Australian courses please complete and fax this booking form.

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.

General course content

Navigating through MoneyWorks
- Navigator overview
- Using Lists and keyboard shortcuts
- Customising, searching, sorting and printing
Entering Transactions
- Navigating around entry screens
- Customising entry screens
- Auto allocations
- Importing bank statements from the internet
Transaction Flows
- Simple “cash” transactions
- Orders & Debtors
- Purchases & Creditors/Electronic Banking
- Overview of Inventory
Periodic Activities
- Bank Reconciliations
- GST Reporting
- Budgets
- Period Management & End of Year
Troubleshooting
- Cancellations and Writeoffs
- The Log File
Finding Information
- On-screen enquiries
- Printing reports
- Sending files to your accountant
Preferences
- Customising MoneyWorks

Report Writing course content

The Reporting Writing course is aimed at empowering users to get the maximum out of the MoneyWorks report designers. It starts by looking at existing reports, modifying them and then creating them from scratch.

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?

Booking

For New Zealand courses please send in the booking form.

For Australian courses please complete and fax this booking form.

Canada/USA courses please email for further details. Places are limited and will be allocated on a “first-come first-served” basis. Course fee must be pre-paid.