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13.INF
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1991-10-26
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12.4 Update
12.4.1 Edit
Occasionally, a check is categorized in the wrong budget
category, is incorrectly classified, an incorrect amount is
recorded or a note may be incorrect. The edit screen allows
the user to change any or all fields in a database record.
The user can find the record either by specifying the record
number or check number. Record numbers are listed in the
far most right hand column of all reports. If the amount of
the transaction is changed, the account balance is adjusted
appropriately. Also, the appropriate budget category will
likewise be adjusted accordingly, thereby keeping the budget
records correct automatically.
If the budget category of the transaction is changed to a
new category, PMIS automatically will modify both the old
budget category and new budget category. The old budget
category will have its balance decremented by the
transaction amount, and the new budget category will have
its balance incremented by the transaction amount. This has
the effect of moving the transaction to the new, appropriate
budget category. The old category will have its number of
transactions decremented by one, and the new category will
be incremented by one, completing the transaction transfer.
This feature is the means of correcting all errors in the
checking account and is invaluable in getting it in
agreement with the bank statement. Selecting Quit exits
this screen.
12.4.2 Delete
If an entry is made incorrectly it can be deleted using this
screen. The record is found by either specifying the check
number or the record number. When deleting deposit, cash
withdrawls, check credit payments, or service charges, use
their record numbers. When found, the record is displayed.
Select Y to delete the record. The balance is appropriately
adjusted to reflect the deleted record. The balance is
decremented when deleting deposits or check credit payments
and incremented for all other transaction types. Selecting
Quit exits this screen.
12.4.3 Quit
Return to the Personal Checking Secondary Menu