Business Assistant/Business Assistant.iso/acctg/mngx27a/managex.doc

Text File | 1986-07-01 | 47KB | 983 lines

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                          MANAGEX DOCUMENTATION

                                 LICENSE

        The following text and the ManageX program are copyrighted (C)
   in 1985, 1986, & 1987 by R.A. Kelly.  They are published by Integra
   Computing.  You may use ManageX I on a single computer, provided that
   you do not use it in a business with more than 15 employees and that
   you accept the terms of the following AGREEMENT.  You may distribute
   ManageX I, as long as this license and the following disclaimer, agree-
   ment and instructions accompany the program.  You may not distribute
   ManageX I if any of its accompanying files or this documentation has
   been altered.  No fee may be charged for ManageX I, nor may ManageX I
   be bundled with (or in any way accompany or be used as an incentive
   to purchase or lease) any other product or service, without the express
   written consent of R.A. Kelly.

         All rights not expressly granted in the above paragraph are
   reserved in R.A. Kelly.  ManageX is a trademark of Integra Computing.

                                 DISCLAIMER

        Though ManageX and its predecessors have been under development
   since 1984, ManageX may contain design and programming flaws.  Before
   using ANY software on a regular basis, try estimating the potential
   harm that could result from your reliance upon it.  Please don't use
   ManageX unless you are willing to assume the associated risks.

        MANAGEX AND ITS INSTRUCTIONS ARE PROVIDED "AS IS", WITHOUT
   WARRANTY OF ANY KIND (INCLUDING THE IMPLIED WARRANTIES OF MERCHANT-
   ABILITY AND FITNESS FOR A PARTICULAR PURPOSE).  NO ORAL OR WRITTEN
   INFORMATION OR ADVICE PROVIDED BY INTEGRA, ITS DEALERS, DISTRIBUTORS,
   AGENTS, OR EMPLOYEES SHALL CREATE A WARRANTY OF ANY KIND REGARDING
   MANAGEX, AND YOU MAY NOT RELY UPON SUCH INFORMATION OR ADVICE.  USE
   OF MANAGEX IS ENTIRELY AT YOUR OWN RISK.

        NEITHER INTEGRA NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE
   CREATION, PRODUCTION, OR DELIVERY OF MANAGEX SHALL BE LIABLE FOR ANY
   DIRECT, INDIRECT, CONSEQUENTIAL, OR INCIDENTAL DAMAGES (INCLUDING,
   BUT NOT LIMITED TO, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS
   INTERRUPTION, AND LOSS OF BUSINESS INFORMATION) ARISING FROM THE
   USE OF (OR INABILITY TO USE) MANAGEX, EVEN THOUGH INTEGRA MAY BE
   ADVISED THAT SUCH DAMAGES ARE POSSIBLE.

        THIS DISCLAIMER APPLIES TO ALL PAST, PRESENT AND FUTURE VERSIONS
   OF MANAGEX, AS WELL AS TO UPGRADES, AUGMENTATIONS, EXTENSIONS, EXTRA
   MODULES, AND MODIFICATIONS OF THE PROGRAM THAT MAY BE PROVIDED TO YOU.

                                 AGREEMENT

        As used in this documentation, the term "ManageX", if not followed
   by a series or version designation, means any version or series of
   ManageX provided to you now or in the future.
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        Your attempt to use ManageX constitutes your acceptance of the
   terms set forth in the foregoing LICENSE and DISCLAIMER (which are
   incorporated into this Agreement).  Your attempt to use ManageX also
   constitutes your agreement that if you bring any legal action relating
   to ManageX, 1) your sole remedy for the damages for which any defendant
   is found liable (including direct, indirect, incidental and consequential
   damages) will be the recovery of forty dollars from that defendant, and
   2) you will pay the defendants' attorneys fees and other legal costs.

        The terms of this agreement are governed by Georgia law.  If any of
   this Agreement's terms shall be held invalid to any extent, the remainder
   of this Agreement shall be unaffected by such invalidity.

        THE ABOVE PARAGRAPHS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN YOU
   AND INTEGRA.  NO ORAL OR WRITTEN COMMUNICATION, INFORMATION, OR ADVICE
   FROM ANY SOURCE MAY ALTER THE AGREEMENT AS SET FORTH ABOVE.

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     NOTE: This is an abridged version of the instructions.  Registration
           will entitle you to COMPLETE documentation on disk.



                              MANAGEX  II
                              INSTRUCTIONS


                            TABLE OF CONTENTS

Page  4     SECTION 1    INTRODUCTION
     10     SECTION 2    SETTING UP
     11     SECTION 3    MAIN MENU
     12     SECTION 4    CASE MODULE
     16     SECTION 5    SERVICES/FEES MODULE
     17     SECTION 6    DISBURSEMENTS MODULE
     18     SECTION 7    RECEIPTS MODULE
     19     SECTION 8    BILLS
     21     SECTION 9    ADJUSTMENTS
     22     SECTION 10   CODES, CATEGORIES, AREAS OF BUSINESS
     23     SECTION 11   MESSAGES
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    NOTE:  Please remember to distribute only copies of the ORIGINAL ManageX
           files.  Don't pass on copies that you've already had on your hard
           disk, because using the program customizes it for YOU.



     SECTION 1.    INTRODUCTION
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     Sec.1.B  WHAT MANAGEX WILL DO
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          ManageX is based upon the proposition that it is usually best to
     send a statement to each client at some regular interval, preferably
     every month.  Even when nothing is due from the client for work done
     during that period, a statement should be sent, if for no other
     reason, to let him know that you're still thinking of him.  With
     this principle in mind, you may select a regular billing interval of
     1, 2, 3, 4, 5, or 6 months for each client, though, for simplicity's
     sake, you are urged to use the one-month interval for as many of your
     clients as you can.

          The minimum period for which a client may be billed is one cal-
     endar month.  Each bill will include all transactions from the begin-
     ning of the first month covered by the bill to the end of the last
     month covered.  A bill may be re-prepared for the same calendar month
     (or months) several times.  For example, if it were now January 15,
     and you wanted to send Mr. Smith's bill for work done so far this
     month, the bill prepared by ManageX would cover all work done during
     the entire month of January (the beginning of the first month covered
     by the bill is January 1, and the end of the last month covered is
     January 31).  However, since no work will have been done after the
     fifteenth, the bill will effectively be one for only the period from
     January 1 to January 15.

          If, in February, you subsequently printed a Smith January bill,
     the bill prepared would show work done during the entire month, in-
     cluding 1) a recap of what had already been shown on the previous
     January bill and 2) what had been done from the 16th to the 31st.
     You may not request a bill for only the period from January 16 to
     January 31, since, as mentioned above, the minimum billing period is
     one calendar month.  But don't worry.  Mr. Smith will NOT be charged
     again for the work already reflected in the first bill.  The second
     bill will SHOW that work for a second time (as a recap), but will not
     CHARGE him a second time for it.  Of course, if Mr. Smith had sent
     any payments since the first bill was mailed, those payments would
     also be reflected on the second bill.  Each bill sent out for any
     period of time reflects the most current status of the client's ac-
     count with you for that period.  ManageX is unique in that it allows
     you to prepare bills for the same period many times, not just once.
     Correcting and resubmitting bills to your clients present no problem
     to ManageX.
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     [These vertical dots suggest sentances, paragraphs, sections, or
      whole chapters that have been excised to conserve disk space]
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     Sec.1.C.2  Case Names, Case Numbers, & Master Record Numbers

          ManageX considers each matter handled by the firm to be a case.
     This nomenclature, ideal for accountants and lawyers, is al