Keeping MoneyWorks® up to date ensures you have the latest features, bug fixes, and security improvements. The update process differs slightly depending on whether you use a standalone install or connect to a MoneyWorks Datacentre Server.
Standalone installation (most users)
- Open MoneyWorks® and go to Help → Software Updates
- MoneyWorks® will check for available updates and show you the latest version
- Click Download & Install and follow the prompts
- Restart MoneyWorks® when asked
Tip: You can set MoneyWorks® to automatically check for updates. Go to Help → Software Updates and enable daily or weekly checks.
Datacentre Server clients
If you connect to a MoneyWorks Datacentre Server, do not update the client software yourself. The server and all clients must run the same version.
- Your Datacentre administrator handles updates via the Updates tab in the MoneyWorks Datacentre Console
- Before updating, ensure all users are logged out and no documents are active
- Once the server is updated, client software will update automatically on next connection
After updating
If MoneyWorks® behaves unexpectedly after an update, check the Cognito release notes to see what changed, or submit a support ticket.