17 Bit Software 2: Collection B

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Text File | 1992-10-14 | 14.3 KB | 415 lines

' 0;32;43m 0m 1;32;43m Account Master v2.0 0m 0;32;43m 0m 0;32;43m Written by Martin Platt using AMOS in 1992 0m 0;32;43m 0m 2m Congratulations on an excellent choice of home finance program! 2m Account Master2 contains many improvements over version 1 and I 2m hope it does everything you expect. If there are any features or 2m additions you would like to see, let me know and I will incorporate 2m them into v2.1. Here's a brief explanation of how the program works. 2m What can it do? 2m Briefly, Account Master has the ability to use the Amigas real time 2m clock to automatically carry out regular direct debit transactions. 2m You could leave it a day, a week or a lifetime but as soon as you 2m load Account Master your account will be updated. 2m 2m You want multi-tasking? No problem ! 2m 2m Upto 1000 entries can be accepted per account. You can search any one 2m of those entries for any piece of data: description, code, debit amount, 2m credit amount, deferred entry... 2m 2m Full editing features. Alter any entry in any fashion in any order. 2m Dates can also be altered. By the way, dates do not need to be entered 2m chronologically, Account Master sorts this out for you. 2m 2m Full printing facilities are available. Print the whole account, print 2m from a specific date, print direct debit details, print deferred 2m entries, print code definitions... 2m All deferred items are printed in bold italics. 2m 2m A dedicated file requester supplied with all the usual options 2m including the ability to delete a specific account. 2m 2m Don't like the default colours? Alter them using the built in palette 2m control! 2m 2m 2m And much much more... 2m 2m Regards, Martin. == Index. == 0.0 Environment Note. 1.0 Useage 2.0 Known Bugs/Still to implement 3.0 Main Display operation 4.0 View Window operation 5.0 Future improvements 6.0 You may need to know... 7.0 Beta Test Credits. 8.0 History 9.0 Correspondance Address/Telephone number == == ---------------------- 0.0 Environent Note ---------------------- 2m When running Account Master for the first time, you will be taken 2m directly to the Environment editor. Here you must select : 2m a) Which drive you intend to use for storing account details 2m b) Which directory you intend using, this can be the root directory 2m or any sub dir but please NOTE: The directory MUST exist. On this 2m disk, there should be a directory named "Accounts" which 2m contains an example account. I suggest you use this directory for 2m your accounts. 2m c) Whether you have a battery backed real time clock or need to input 2m the date each time AM runs. 2m d) Whether you wish AM to make automatic backups of your accounts 2m e) The century... 2m f) Save, Use or Cancel. If you choose to return without entering or 2m saving then Account Master will assume the default set-up of: 2m DF0:<no subdir>, Set Clock, No Backup, 20th Century<!>. 2m ---------------- 1.0 Usage ---------------- ----------------------------------------------- 1.1 File Menu About ======================== 2m Opens window, displays name and address. Environment ================== 2m Displays Environment screen. Select your preferred environment and exit. 2m Account Master reads the environment when first run to determine where 2m to read/save accounts, which drive to use etc. It is advisable you 2m complete this section. (The default environment will be assumed if 2m you do not.) Open ========================= (LMB= Left Mouse Button) 2m Displays the Open file requester. Select an account in the display window 2m by moving pointer over required account. Press LMB twice for immediate 2m loading or once and then move to Load button and press LMB. 2m To Open a New account, move pointer to lowest input window and press 2m LMB. Enter Account name as required and press return. Move pointer to 2m Load button and press LMB. 2m To quit without opening an account, move pointer to Quit button and 2m press LMB. 2m To enter a new subdirectory, move pointer to upper input window and 2m press LMB or select directory from display window by moving pointer 2m over required directory and pressing LMB. 2m LMB on Drives produces a list of the available drives. Select an 2m alternative drive by moving pointer over required drive and pressing LMB. 2m Delete a highlighted account by moving onto Delete button and pressing 2m Left AND Right mouse buttons together. Save ======================== 2m Displays the Save file requester. 2m Requester operates as above. Save As ===================== 2m Displays the Save As file requester. 2m Requester operates as Open. Clear Account =============== 2m This option clears the loaded account from memory but leaves any 2m Code definitions and/or Direct Debits intact. 2m ( Can be used when maximum entries have been reached- 1000 and you 2m need to start a new account.) Quit ======================== 2m Quits Account Master. If an account has been amended, a window is 2m displayed prompting QUIT or CANCEL. 2m ----------------------------------------------- 1.2 Update Account F6 ================= 2m Displays Transaction Document. 2m All fields and all buttons are active. If you enter incorrect data 2m (invalid date or amount), Account Master will tell you. 2m Dates prior to 1992 will NOT be accepted. 2m When a code is entered, a check is made to see if a description exists. 2m If it does, the item field is updated. Amounts up to £999,999.99 are 2m accepted. 2m Select NEXT for multiple entries, when you're finished, select DONE. 2m CLEAR clears all data entry fields. 2m To quit without entering any data, LMB on DONE. 2m LMB on CANCEL to erase all current fields and quit Transaction Doc. 2m The document defaults to a checked debit amount. To change LMB on 2m required button: DEFER, CHECKED, CREDIT, DEBIT. Direct Debit F7 ============ 2m Displays Direct Debit Document. 2m Operation as above. Frequency defaults to MONTHLY. LMB on any of 2m of the other options to alter. 2m When Opening an account, Account Master checks for the existence of 2m a direct debit record. If found, it searches the loaded account, 2m finds out when it was last updated and enters any new items that 2m require updating. 2m Code Definitions ============= 2m Displays Code Definitions Window. To add a code definition, move 2m the mouse pointer over any one of the 22 descriptions and press LMB 2m Enter code and descrition as required. ----------------------------------------------- 1.3 View Account Item ================= 2m Opens the View window. Enter the item you wish to view in the item box. 2m You must either enter something or select OK or the Close gadget. 2m Quit to main display - position pointer over OK button and press LMB. 2m See View Window (section 4.0) for an explanation of it's features. Code ========================= 2m Opens View window. Enter desired code. (See above.) Debit Amount ================= 2m Opens View window. Enter debit amount. (See Account Item.) Credit Amount ================ 2m Opens View window. Enter credit amount. (See Account Item.) Direct Debit ================= 2m Opens View window. Displays details of all Direct Debits relating to 2m loaded account. Full editing facilities are available from here. 2m See View Window (section 4.0) for an explanation. Code Definitions ============= 2m Opens Code Definitions window. Enter code to view. To return to the 2m main screen, move pointer over OK button and press LMB. Deferred Entries ============= 2m Opens View window and displays the loaded accounts' current deferred 2m entries. Full editing is available. --------------------------------------------- 1.4 Report Full Account ================= 2m Print Full Account details. Part Account ================= 2m Print Part Account. Enter the required date as requested or CANCEL. Direct Debit ================= 2m Print Direct Debit details. Code Definitions ============== 2m Print code definitions. Note. Ensure you have a printer connected and on-line or you'll get locked out. --------------------------------------------- 1.5 User Set Palette ================= 2m Alter colours as you wish. Contact ====================== 2m Displays my name and address. If you want the latest release, send 2m me a stamped addressed envelope and disk. -------------------------------------------------- --------------------------------- 2.0 Known Bugs/Still to implement --------------------------------- 2.1 Known bugs 2m Bugs ? What Bugs ?! 2m Tell me. 2m 2.2 Still to implement 2m Version 2.1 which I'm currently working on allows you to catagorise 2m and budget your expenses using the code definitions and then displays 2m a graphic view of each budgeted item. ---------------------------------------------- -------------------------- 3.0 Main Display Operation -------------------------- 3.1 It's Intuitive isn't it ?! 2m I hope so anyway. Here's a brief description. 2m Once you've opened an account, you can edit any item by moving the 2m mouse pointer over the required line and pressing LMB. To deselect, 2m move pointer over Cancel button and press LMB. 2m To Delete, highlight line as above, LMB on Delete and again on 2m Confirm (or Cancel if you've changed your mind). 2m To Edit, highlight line and then LMB on Edit. This brings up the 2m View/Edit window. Edit as required. See View Window ( sec.4.0 ) for 2m a detailed explanation. 2m Scroll through your account using the slider bar to the right of the 2m screen or use the up/down arrows below slider. 2m The close gadget at the top left of the screen is a QUIT QUICK option, 2m you are not given a chance to cancel! 2m The screen to back gadget at the top right of the screen sends 2m Account Master to the back. (Yes, AMOS and Account Master MULTI-TASK). 2m ---------------------------------------------- ------------------------- 4.0 View Window Operation ------------------------- 4.1 What's on offer ? / What's on offer! 2m Select your item to edit by moving pointer over required line and 2m pressing LMB. If you've highlighted on the main screen ignore the above. 2m (You can "scroll" through the items within View Window by LMB on the 2m two arrows to the right of the display.) 2m Watch the *lights* above the buttons to see what's on offer. 2m Selecting EDIT activates all input fields, CREDIT, DEBIT and OK. 2m When you're done LMB on OK and your ready to edit another or return 2m to main display. (Depends how you reached the View Wind.) 2m If you've reached the View wind from the View pull down menu, you've 2m asked to see a range of related records eg. Show me all records with 2m the code H. If you want to view a new range (item, code, debit or 2m credit) move mouse pointer over one of the three grey input boxes and 2m press LMB. You can then enter your new details. 2m If you have the option to print, there will be a "light" above the 2m PRT Button; LMB on this to print. 2m The C and D buttons refer to Checked and Deferred respectively. 2m Change the C/D item you've selected by LMB on the required button. 2m To quit, LMB on OK button. ---------------------------------------- ----------------------- 5.0 Future Improvements ----------------------- 5.1 The list could be endless... 2m Codes related to budget. 2m Calculator. 2m Anything else you can suggest. ---------------------------------------- --------------------------- 6.0 You may need to know... --------------------------- 2m If you have a battery backed real time clock, this can be accessed by 2m Account Master if you place a call to setclock in your startup-sequence. 2m Otherwise you will have to input the date each time you run AM. 2m The maximum number of entries per Account is set at 1000. 2m 2m Account Master will not accept dates prior to 1992. Leap years and 2m number of days per month are fully recognised. 2m Credit/Debit entries are limited to "999999.99". If no decimal point 2m is input, ".00" is assumed. 2m Use W/B Preferences to set printer page length, margin etc. 2m 2m -------------------------------------- 7.0 Beta Test Credits for version 0.98 -------------------------------------- 2m Thanks to the following for their invaluable advice/suggestions. 2m Mike Phillips 2m Jayne Sanders 2m Mike Rothman 2m Martin Wilks 2m Sharon Covell --------------------- 8.0 History --------------------- 2m v0.98 released to beta testers June 1992. 2m v1.00 released July 1992 incorporating modified Transaction document. 2m v1.03 released July 1992 with minor bug fix on Tran Doc. 2m v2.0 released 20th October 1992. New look Workbench2 style front end. 2m Checked/Deferred option added. Speed increased. Palette control added. 2m --------------------- 9.0 Correspondance --------------------- 3;30;41m 0m 3;30;41m Please send Comments/Suggestions to: 0m 3;30;41m 0m 3;30;41m Martin Platt 0m 3;30;41m 6 Malpas Drive 0m 3;30;41m Northallerton 0m 3;30;41m North Yorkshire. DL7 8TU. 0m 3;30;41m 0m 3;30;41m Telephone : 0609 778613 0m 3;30;41m 0m 3;30;41m 18th October 1992 0m 3;30;41m 0m 3;30;41m 0m