Differences

This shows you the differences between two versions of the page.

--- auspicious:moneyworks_manager [2011/04/28 06:06] – [Projects] Craig Drown
+++ auspicious:moneyworks_manager [2019/11/15 11:35] (current) – removed lou
@@ Line 1: / Line 1: @@
-====== Installation ======
-  * Moneyworks manager comes as with a full Windows(c) or Mac(c) installer. Run it.
-====== Usage Basics ======
-===== Budget module =====
-The budget module allows you to:
-  * Set up a project that is linked to a Moneyworks department
-  * Retrieve a list of accounts from Moneyworks to use with that project
-  * Double-click on an account to show a spreadsheet-like window, where you can perform complex budget calculations.
-  * Send the result of your calculations to Moneyworks as either an A or a B budget for the account and department in question
-===== Opening the application =====
-  * Double-click the Auspicous.exe file in the Auspicious folder
-  * If it asks you to locate a journal, it's in the same folder (or create a new one)
-===== Setup your Moneyworks connection =====
-  - Choose **Projects > Moneyworks connection**
-  - {{ :auspicious:mwks_prefs.png? |}}
-  - **Connection type: **Choose what type of Moneyworks you're connecting to.
-  - **Datafile location: **Click **Choose** to locate a local Moneyworks data file or type the name of the data file on your Datacentre.
-  - **Moneyworks location: **Click **Choose** to locate your Moneyworks Gold.exe file (it's in program files, if we're not mistaken).
-  - **Doc username: **If you need a username to access the data file, enter it here (and a password below if needed).
-  - Stuff on the right of the window: ignore it- it'll disappear soon. Feel free to play with it in the meantime if you want though.
-===== Projects =====
-  * Choose **Projects > Show projects**
-{{ :auspicious:projects_output.png?500 |}}
-  * To add a new project, click **New**
-{{ :auspicious:projects_input.png? |}}
-  - **Name: **Fill in the name of your project
-  - **Manager: **Enter the Manager name
-  - **Moneyworks department: ** You need to enter this exactly right
-    - Before you send your budget to Moneyworks, you'll need to have created the department in Moneyworks with the same code as you enter(ed) here.
-===== Accounts =====
-  - Once you've set up projects, double-click a project to view the Accounts and their budgets.
-  - What? There aren't any? Click **Get**
-    - On a good day you'll see some of your Moneyworks accounts appear in the list.
-    - If not, you've not set up your connection correctly.
-  - Double-click an account to see a spreadsheet view
-  - {{ :auspicious:account_input.png? |}}
-  - Note the field at top-right where you enter a cell reference- that's the totals cell.
-    - When you click **OK** the value in that cell will be saved as the budget value for the account.
-  - When you're done, click **Send** and your accounts data will be sent to Moneyworks.