MoneyWorks Tutorials
Learn how to use MoneyWorks accounting software with step-by-step video tutorials by Ostendo Solution
This page contains MoneyWorks guides for invoicing, payments, GST, reports, setup, and daily accounting tasks.
Getting Started with MoneyWorks
How to Clone a Company
Learn how to clone existing company file & keep chart of accounts to new company file. Save time!
How to Create COA
Learn how to create a chart of account using the Moneyworks software.
Moneyworks AI
What It Can Do and How to Get Started
Introduce MoneyWorks AI and show how supported AI tools such as Claude can work with MoneyWorks to help users ask questions in plain English, analyse accounting data, prepare reports, and review business information more efficiently.
Generate Cash Payment from Scanned Receipts
AI can help read scanned receipts, supplier invoices, handwritten documents, blurred receipts, and PDF attachments, then assist with preparing cash payment
Generate Sales Invoices from Excel
AI can help read an Excel workbook where each worksheet contains one day’s sales transactions, extract the total sales amount per day, and assist with creating daily sales invoices in MoneyWorks
Import Bank Statements
how to import a bank statement and use AI to identify the transactions and automatically generate: 1. Sales invoices for incoming receipts. 2. Bank payments for outgoing transactions. 3. Transaction records needed for bank reconciliation
How to use PowerBI
Power BI allows you to transform raw data into interactive dashboards and reports, delivering actionable insights to support better decision-making
Banking, GST & InvoiceNow
How to change GST Tax Rate
Learn how to change from old GST Tax Rate to new date with effective date
How to Load Bank Statement
You can upload bank statement (csv format) into Moneyworks and set simple rule so that transactions (payment / receipt) can be created automatically. No more manual entries.
How to Collect Payment with PayNow QR Codes
Invoice amount and number are filled up automatically when you customer scan the QR Code from their mobile phone
How to Pay Suppliers Electronically
After you record a payments suppliers, you can then save it into bank file and upload it to your bank for processing.