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ShareWare OnLine Volume 2 (CMS Software)(1993).iso
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10.INF
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12. PERSONAL CHECKING
The personal checking feature in turn displays four separate
submenus in the secondary menu display area. Following is a
description of each submenu's features.
12.1 PAYEE
12.1.1 Add
Most users send checks on a weekly or monthly basis to the
same creditors. A list of frequent payees can be generated
by the user to be accessed by the screen that prints or
records checks. This screen allows the user to add payees
to the list. As part of the mailing labels function, those
payees that require mailing labels can be specified and the
mailing address information is requested if so specified.
The user is asked if the payee is usually paid the same
amount on a regular basis. If yes, the amount is asked for.
This amount will be displayed as the initial amount of the
check when this payee is selected.
Next, the user is asked if the payment is periodic. If
"Y"is selected, a choice is requested, either Weekly,
Monthly, Quarterly, Semi-Annually, or Annually. Each choice
requires additional specific information to be input.
Follow the screen directions. Specifying payees as periodic
will allow the user to automatically issue checks to these
payees on their due date. See "Upcoming" in Section 12.3.7
for use of this feature.
Next, the user is asked if this payee is a credit card. If
Y is entered, the account number is requested. The type of
credit card is asked for next, such as VISA, American
Express, etc. Designating a payee as a credit card defines
a database for this credit card.
Finally, the user is asked if address labels for the payee
are required. Select "Y" if you want to be able to print
address labels for this payee. Also, the payee address will
be printed on the check if check format A is selected by the
user.
Each time a payee is added to the list, an alphabetical sort
is done on the new list, making it easier to find the payees
when issuing a check as the payee list grows in size.
12.1.2 Delete
This screen allows the user to delete payees from the
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frequent payee list. Selecting Delete will display a window
with the name and numbers of the current payees. Make the
appropriate selection to choose the payee to be deleted, or
select None if no payee is to be deleted. Selecting Quit
will return the user to the secondary menu screen.
12.1.3 Edit
This screen allows the user to edit most information for
payees in the frequent payee list. Selecting Edit will
display a window with the name and numbers of the current
payees. Make the appropriate selection to choose the payee
to be edited, or select None if no payee is to be edited.
Selecting Quit will return the user to the secondary menu
screen. Some fields relating to periodic payments and
credit card data cannot be edited. If you wish to change a
payment from monthly to quarterly, for example, delete the
current payee using the "Delete" feature and reenter it
using the "Add" feature. Similarly, if you wish to change
the payee's credit card status of Y or N, delete this payee
and create a new one with the new credit card status.
12.1.4 Labels
The frequent payee list provides the source information for
the mailing labels program. Labels will be printed for all
payees that the user requested labels for. You are asked
how many sets of labels you wish to print. Choosing 0
prints no labels and control is returned to the main menu
screen.
The user may also print personalized return address labels
in the same manner that payee mailing labels are printed. A
selection menu is displayed to make the choice of which
labels to print. The registration data of the owner is the
source of the return address labels.
To minimize loading mailing labels into your printer, print
several sets at a time and keep them handy for mailing
bills. Also, until you are sure how your printer behaves,
practice making labels on plain paper to minimize waste.
12.1.5 Quit
Return to the Personal Checking Secondary Menu