Setting up the MoneyWorks Connector

The Moneyworks connector works with MoneyWorks Datacentre via the API connection.

Step 1 Install the MW Connector for Daylite Sales Assistant
Click here to download the MWConnector and run the installer

Open the Preferences Menu to connect Daylite Sales Assistant to Datacentre and then add moneyworks document connection.

Adding a Document

Once you have added your Moneyworks Datacentre access details a document can be added.

!If the access details you enter into the connection settings are not correct or you have not enabled external access, failed to open the correct MW API ports then the connection will fail. In this case you will need to contact Cognito, PureMac or your system administrator for network assistance

Watch the setup video…

What is the function of the Default Product and Default Sales Account code?

The defaults provide a fail back setting for the moneyworks item and the sales code that will be used on the moneyworks document line item when moneyworks cannot find one set from Daylite. Each Daylite Sales Assistant line item will snd over its accounting code which is used by Moneyworks to map the line item to the correct account in the moneyworks ledger. If the products in Daylite match the products in Moneyworks then Moneyworks will set the matched Item to the document.

Setting up Account Code

Account codes are set on the Product / Service in Daylite Sales Assistant.

These account codes are sent to Moneyworks along with the document and set the correct codes for each line item in Moneyworks.