Business Assistant/Business Assistant.iso/indus/expense/e.hlp

Text File | 1990-02-13 | 26KB | 876 lines

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The end of the report has been reached.  Press
ESC or ENTER to continue to the SELECTION MENU.

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Enter the starting date using date arithmetic
or by pressing the F10 key to display a popup
calendar.

Date arithmetic examples are shown below:

    ENTER      DATE
    .          today
    +1         tomorrow
    +1w        next week
    +1m        next month
    5+1m       the fifth of next month

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Enter the ending date using date arithmetic
or by pressing the F10 key to display a popup
calendar.

Date arithmetic examples are shown below:

    ENTER      DATE
    .          today
    +1         tomorrow
    +1w        next week
    +1m        next month
    5+1m       the fifth of next month

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Select 'PAID' if you wish to get a listing of
those bills that have been paid within a
range of dates.

Select 'NOT PAID' if you wish to get a listing
of those bills that have not been paid.

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Enter the total number of miles traveled in this
trip. This field will be automatically computed from
the start and ending odometer readings.

If the total mileage number doesn't agree with the
start and ending odometer readings, the ending
odometer reading will be automatically adjusted to
make the figures agree.

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Enter 'y' to make a backup of the datafiles now.  The
batch file EBACKUP.BAT will be run which will first
compress your datafiles using the PKZIP command from
PKWARE then it will copy the compressed file to
drive A.  You have the option to modify the backup
batch file.

Enter 'n' or press ESC and you will return to DOS.

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Enter 'y' to exit the system now. Otherwise press the
ESC key or enter 'n'.

You should exit the program completely. Do not simply
turn of the machine while the system is running or you
may inadvertently destroy the database. This will
force you to go to a backup copy.

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Enter the starting date of those expenses that have
been reimbursed. Press F10 to enter a date using
the popup calendar.

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Enter the ending date of those expenses that have
been reimbursed.  Press F10 to enter a date using
the popup calendar.

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Enter the starting date in which you wish to select
expenses. Only those expenses falling within the range
of dates that you select will be printed.

The ending date must be on or after the starting date.

Press the F10 key to enter a date using the popup
calendar function.

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Enter the ending date in which you wish to select your
expenses. Only those expenses falling within the range
of dates that you specify will be printed.

The ending date must be on or after the starting date.

Press the F10 key to enter a date using the popup
calendar function.

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Enter the ending name of the selection. This will be
the same name as in the FROM field if you wish to
print a report for ONE particular CHARGETO, PURPOSE,
or LOCATION.

For example, to print out a report for a certain
purpose - CONTRACTX, enter "contractx" in both the
FROM and THRU fields.

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Enter the starting name of the selection. Normally
you will enter the same name in both the FROM and
THRU fields to print out a report for a particular
CHARGETO, PURPOSE or LOCATION.

For example to print out a report for a certain
client - CLIENTA, enter "clienta" in both the FROM
and THRU fields.

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Enter the total billing amount. Normally this is a
calculated amount according to the following formula:

total = tax + misc charge + (hours * rate per hour)

You can alternatively enter the total billing amount
directly from this prompt.

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Normally the tax rate is automatically computed by the
following formula:

    tax = tax_rate * (misc + hours * rate per hour)

The tax_rate is accessible via the SYSTEM PARAMETER
MENU.

You can alternatively enter the tax amount directly
from this prompt.

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Enter any miscellaneous charges here. The tax will be
computed including the miscellaneous charge.

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Enter a number for the hourly rate charged to this
particular client. A default is set in the SYSTEM
PARAMETER MENU. The default can be changed at any
time.

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You have finished selecting your filter criteria.
Select 'y' to actually print the report now. You will
then be asked where you wish the output to be sent.

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There are several reports that will print out
information in various formats.  In each report,
you will be prompted with a selection menu allowing
you to filter information and effectively query
your expenses.

The difference between the summary and detail
reports is that more information is printed
in the detail reports.

The filter function will enable you to ask
questions like:

"List lodging expenses in months of Jan - Mar."

"List all expenses that haven't been reimbursed."

"List all expenses paid by personal check that
 haven't been reimbursed."

After making your selection, press the ESC key.  You
will then be prompted to send the output to the
screen, printer or file.  If you select the printer
or file, after the report finishes printing you will
be asked if you wish those expenses that were printed
to be deleted.

If you send the output to the screen, you will be
able to preview the output.  Note that blank lines
are squeezed out of the displayed output.

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Access the PRINTER PARAMETER and SYSTEM PARAMETER
MENU from here.

The PRINTER PARAMETER MENU allows you to change such
settings as line margin, end of line character, and
printer port.

The SYSTEM PARAMETER MENU has such settings as
screen color, tax rate, hourly billable
rates, etc.

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Enter 'y' if you want the field highlighted to have
a popup menu appear automatically. If you enter 'n',
you will have to press F10 to bring up the popup
menu.

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Enter the hourly rate charged to clients here.
This is only a default value that will be set
when entering new billable time.  You may change
the hourly rate when you add a new billable
record to the database.

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Enter the rate per mile charged to the customer
here.  The figure is in dollars and can handle
fractions such as 25.5 cents per mile, which
would be specified as $.2550.

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Enter the tax rate that will be applied to the
billable time.

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Select REIMBURSED if you wish to select those
expenses that have been reimbursed within a range
of dates.

Select NOT REIMBURSED to select ALL
expenses that have NOT been reimbursed yet.
You will not be able to select a range of
dates for those expenses that were not
reimbursed.



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Enter 'y' to select those expenses that were paid
in a certain manner. For example, you could print
expenses that were paid in CASH by selecting 'y'
now and entering CASH in both prompts.

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Enter 'R' to select those expenses that have been
reimbursed within a range of dates. Enter 'N' to print
a list of those expenses that have NOT been
reimbursed.

Select 'Not selected' to ignore this filter.

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Enter the payment method which you wish to select.

You may wish to get a listing of all expenses that
were paid by your VISA card. You would then enter
"VISA" in both the FROM and THRU fields.

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Enter the type of expense that you wish to print. A
range of expenses may be printed but is only useful
if they are in alphabetical order. For example, to
select lunch thru lodging, you will enter "LODGING"
at this starting expense and "LUNCH" at the ending
expense.

To view one type of expense, simply enter LUNCH at
both start and ending prompts.

You may press F10 to get a POPUP MENU of expense
types.

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Enter 'y' to select by type of expense such as
Breakfast, Lunch, Lodging, etc. This will enable
you to get an idea of what kind of money is spent
on lodging or tolls.

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Enter 'y' to print only those expenses falling within
a range of dates that you select. You may also select
a single day.

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