The Business Master (3rd Edition)/The Business Master (3rd Edition).iso/files/busition/trede2/td.doc

Text File | 1992-03-04 | 37.5 KB | 1,119 lines

           Treasurer's Delight (C) Version 1.00








































            Guia International Corporation
                 731 Edgewater place
               Kennesaw, Georgia 30144
                    [phone]

Introduction ................................................. 1

Required Equipment ........................................... 1

Treasurer's Delight, what it does............................. 1

Before you begin ............................................. 3

Installing the Program ....................................... 3

How to use Treasurer's Delight ............................... 6

Setting up new Organization .................................. 6

Keys you use ................................................. 4

Descriptions of Menus

Sign-on Menu ................................................. 4

 Removing an Organization .................................... 4

 Change an Organization's name ............................... 4

 Backup and Restore files .................................... 5

 Set up a new Organization ................................... 5

 Set-up Choices, option selections

 Color selections ............................................ 5

 Date format selection ....................................... 5

 Currency format selections................................... 5

 Printer selection ........................................... 6

Main Menu .................................................... 9

 Review a Client's account status ............................ 9

 Change a Client or Unit record .............................. 9

 Credit a Client's account ................................... 9

 Add a new Client to the file ................................ 10

 Delete a Client from the file ............................... 11

Manager's Menu ............................................... 7

 Review or change Organization Profiles ...................... 7

 Review or change Standard Services and Late Charges ......... 7

 Review or change Neighborhood Streets ....................... 8

 Delete history records prior to a date ...................... 8

 Year end activity, reset YTD amounts ........................ 8

 Enter a new Unit ............................................ 8

 Change a current Unit ....................................... 8

 Delete a current Unit ....................................... 11

Report Menu .................................................. 12

 Print Directory ............................................. 12

 Print Delinquency report .................................... 12

 Print history between two dates ............................. 12

 Print Billing Status report ................................. 12

 Print Contract start and expiration report .................. 12

Billing and Text Menu ........................................ 13

 Print Bills with the option to post ......................... 13

 Print Delinquency Notices with option to post late charges .. 13

 Post the Billing without printing bills ..................... 13

 Review Billing and Delinquency text ......................... 13

 Prepare letters to Clients .................................. 14

 Send letters to Clients ..................................... 14

 Print labels or envelopes ................................... 15

Messages About the Date ...................................... 15

Mailing Labels and Paper Sizes ............................... 16

Other uses ................................................... 16

Rebuilding a damaged file .................................... 17

Leave the Treasurer's Delight application .................... 17

Technical information ........................................ 17

Introduction~
------------

Treasurer's Delight is a multifunction program designed
to help you organize and control your member records and
accounts.  It can be used for office or apartment buildings,
condominiums, clubs, parking garages, churches, homeowners
associations or other types of organizations that keep
track of members or Clients, with or without a "Unit"
that has a separate identification such as a Lot or Apartment
number, Licence number or Employee serial number.

Note: For the purpose of clarity, we will refer to "Clients",
      "Units", "Contract" and "Membership". In the Manager's
      Menu, a substitute may be choosen for these names.
      For a rental organization, a Client would be a Tenant,
      the Unit would be an Apartment and the Contract would
      a Lease.


Required equipment~
------------------

An IBM PC-286 or higher compatible Personal Computer.
A Monochrome or VGA Display.
512 K of Memory.
One Diskette Drive and a Hard Disk.
A printer IBM/Epson or HP compatible).
DOS 3.00 or later.

Treasurer's Delight, what it does~
----------------------------------

o Handles up to 99 different organizations.

o Unlimited number of Clients.

o Ample selection of Color, Printer, Currency
  Date format and Sound.

o Help is available when needed by pressing F1.

o During the automatic installation process,
  "Example Organization" is set up with sample
  fictitious data and loaded for investigating
  Treasurer's Delight and practice.

o Easy backup and restore functions.

o Transaction history is maintained.

o The Unit (like Apartment) availability is checked
  based on availability.

o Easy Crediting of accounts with options to print out
  the amount credited and totaled to verify deposit slips.

o Prepares and prints bills with an optional
  late charge feature, Percentage or Currency.
  You can specify the current balance above
  which late charges should be billed.
  You can specify different late charges for
  Billing and for Delinquencies.
  You can do the Billing all at once for all
  Clients or selectively by a specified "Billing Cycle"

o Prints Status reports and Directory listings
  with options to select the order of printing.

o Produces a Delinquency report.

o A financial summary is offered showing the overall
  billing amount by Billing Cycle.

o Absentee Billing and Mailings.

o Maintains a year-to-date credit history, even
  after an account is closed, all transactions
  are recorded by Unit number and can be recalled.

o Sends customized letters to Clients, spelled
  Contract start and expiration dates, Current
  balance etc. Public documents (Letters Bills and
  Delinquency Notices) may be printed in other
  than English. Substitutions are offered for
  Salutation, Spelled Dates, Currency Symbols etc.

o You can choose to print on your own preprinted stationary
  or have the program generate the letterhead for you.

o You can do selective mailings to Clients, based on
  Contract dates, current balance, Billing Cycle or
  Standard Service.

o The program can store letters with Editors to compose
  text.  You may attach text to Bills and Delinquency
  Notices.

o Generate mailing labels or print addresses on envelopes.
  Bills and Delinquency Notices are prepared to fit window
  envelopes.

o All dates entered are checked for validity.

o Changes accounts easily with keystroke-saving features

o On screen Credit, Billing or Delinquency history, for
  each account.
o Description of the "Unit" detail, seven fields, with
  the option to customize the field names and print a report.


Before You Begin~
----------------

It is important to make a backup (working) copy of your
Treasurer's Delight diskettes in case an original diskette is
lost or damaged.  If necessary, refer to your DOS manual for
information about using DISKCOPY.  Label your working copies
"Treasurer's Delight Program" and put the originals in a safe
place.


Installing the Program~
----------------------

A batch file is provided that automatically installs the
program from a diskette drive to your choice of Hard Drive.
Put the program diskette in drive A.
Type  INSTALL C: (for installation on drive C: or INSTALL D:
etc.)

When completed, the following files should be installed in
Directory TREAS;

           TD0.EXE
           TD1.EXE
            TD.BAT
      PROISAMD.EXE
        TDHELP.DOC
        TDHELP.IND
         TDORG.DAT
        SAMPLE.DAT
         TDMGR.DAT
       LETTERS.DAT
       TD1DIR <DIR>

Batch File TD.BAT will also be installed in the Root
Directory.

The program will start from the TREAS directory or the root
Directory by typing TD.
When a new Organization is set up, new data files will be
created and placed into a separate directories.
When installing the program, Example Organization will be
loaded. The purpose is to familiarize the User with the
application without using "Live" data. Any time in the
future when Example Organization is set up, fictitious sample
data files are loaded for practice.



Keys you use~
------------

On the Menus, you can select the function by:

o - Typing the number in front of the desired function.
o - Move the select bar up or down with the arrow keys
    to the desired function, then press the enter key.

From any function in the program, you can return all the way
back to the Main Menu and DOS by repeatedly pressing the Esc
(Escape) key.
To move the cursor to different fields, press either Enter or
the Cursor Up, Cursor Down or Tab keys.  Press Ctrl-End to
erase text to the right of the cursor. The Home key moves the
cursor to the beginning of a line or the first field.
When you have finished filling out the information on the
screen press F10 to save the information.  To return to a
previous screen or menu without saving the information, press
Esc. The Tab keys are also functional.
To select a Client, you may either look for the Clients name
or the Unit designation. If you press the enter key on a blank
name or with a character search, the first 200 Clients
qualifying records will be displayed. Move the bar over the
Client you wish to select and press the Enter key.
When making changes to a Clients base file, you may flip
between Client records by pressing the Ctrl and the left
or right arrow keys at the same time.

Sign-on Menu~
------------

M - Main Menu~

The Main Menu will provided after the organization is selected.
Up to 99 Organizations may be entered, each may have its own
profiles and Manager's file. The only common item shared between
organizations is Color, Currency, Date format, Printer, Sound
suppression and auto field entry.

D - Remove an Organization~

This option is to delete Organizations that are no longer
needed. When the application was first installed, the
"Example Organization" was initiated, select this menu item
the remove it. You will be asked for confirmation the make
sure that the deletion is not accidental.

C - Change an Organization name~

This selection allows a name change.



B - Backup files~

From the Sign-on Menu, you may elect to back up the current
data files from each Organization. The backups are usely
done to a floppy, but that is not a requirement. You may
back up your files to any valid Path.
Notice that the program will exit to DOS and all the
data files are copied to the specified Path through the
"SHELL" feature.

R - Restore files~

When restoring files, the last Path that was used to back up
your data files will be presented to you as the default.
Confirmation will be asked if you are sure, because the
current files will be overwritten with the backup files.
Before a major file change is about to take place, like a
posting operation, do back up your files and mark the
diskette if that is your backup drive.

N - Set-up a new Organization~

By selecting this option, provide the new Organization name
in the box provided, duplicate names will not be accepted.
After some file actively during which new data files will be
created, the Main Menu will appear. The first item of business
thereafter should always be the completion of the Organization
Profiles in the Manager's Menu.

S - Set-up choices~

Color selections~

You will find a variety of color options available.
Browse through the three pages and adjust foreground and
background colors. The program will prevent you to set
foreground and background colors to the same color.
By pressing F2, F3 or F4 you will set the color scheme
to preset levels. The color selection option is only
available if you have a color monitor.

Date format selection~

The United Sates, uses the date format of MM-DD-YYYY.
Other countries use DD-MM-YYYY. This option will allow
you to set the date format to either.

Currency format selections~

In the United States, the Currency format is written as
111,222,33.44. To change this format to 111.222.33,44,
answer the alternate format question with a "Y".


Printer selection~

Some of the printer control characters, are send to the
printers based on their make and compatibility to the
IBM standard. In general the Epson and IBM are compatible.
The HP printers however need alternate characters.
If you select "Other", double width printing will not
take place on reports and billing documents.

Printer port selection~

A printer can be connected to a PC on either a parallel
or a serial Port. The most common port is "LPT1:" and
is the default. If a COM port is selected, the defaults
are: Baud rate= 300, No parity check, 8 bits.

How to Use Treasurer's Delight~
------------------------------

The Treasurer's Delight program contains a primary Main Menu
and secondary Menus:  Manager's Menu, Reports Menu, Billing
and Text Menu. Ideally you would report income to an application
like "Quicken". All Budgets, venders and bank accounts would
reside there. The amount credited may be collected by adding
the deposit slips or print the "Credit history between two
dates" with the total amount credited, see the Report Menu.


Setting up a new Organization~
-----------------------------

From the Sign-on Menu, you may set up a new organization.
You will be asked to name the organization and new data
files will be created automatically and the next Menu to
show will be the Main Menu.

The sequence of events to complete the Organization set-up
is as follows:

1 Complete the Organization Profile in the Manager's Menu.
  (Until the Client data is completely finished, answer
  the bottom question on page one regarding retention as
  a "N", this will save you time).

2 Set up the chargers and late charges if applicable.

3 Fill in the Neighborhood streets if applicable.

4 Enter Clients and Units.

5 If you wish to retain Units after Client deletion, change
  the retention question on page one of the Organization
  Profiles to a "Y".

Manager's Menu~
--------------

1 - Review or change Organization Profiles ~

The first order of business is to set up the Organization
Profiles in the Manager's Menu. There are 3 pages of
information to review. Press F1 if you need help.

On the Organization's Profile screen, enter the name of your
organization on the first two lines.  Next, enter the
address, city, state, Zip code, telephone number.
Enter the type of Client (such as Tenant, Owner, or Member),
type of Unit (such as Apartment,Block/Lot, Account number
etc.) Enter contract type (such as Lease or Membership).  The
type of Client, Unit, and contract that you enter on this
screen are terms that are displayed throughout the program
and will be inserted into headings on printed bills and
letters.  Type this information capitalizing the first letter
of each word.  To change or review this information later in
the program, choose the Manager's Menu on the Main Menu.

     Note:  In this documentation, accounts are referred to
     as Clients and Units.  You can choose to name your
     accounts whatever is suitable for your application.

Important!
          Since Units are a part of the information to be
          entered, you may elect to enter them while the
          Client information is entered, rather then entering
          the Unit information in the Manager's Menu separately
          and assigning them to each Client. To do this, answer
          the last question on page one (Retention) with a "N"
          (For No) and the Unit information is entered with the
          Client information. This will save you time. When
          all the Clients have been entered, go back to the
          Manager's Menu and change the answer to a "No" if
          applicable.

Languages other than English for public documents~

Public documents are those items that are distributed
to Clients. Since these Clients may not know or wish
to be addressed in English, you may substitute terms, Dates,
Currency Symbols and titles in Letters, Bills and
Delinquency Notices. The pages two and three of
Organization's Profile are used for that language support.

2 - Review or change Standard Services and late Charges~

To enter standard services, charges or credits, choose the
option on the Manager's Menu.  This screen gives you the
opportunity to enter up to five standard services,charges or
credits.  These charges can be applied by the program to any
or all of your Clients.  Some examples are recreation fees,
pool fees, tennis memberships, and lawn maintenance.  Type
the name of the charge or credit, press Enter to move to the
next field.

     Note:  The Treasurer's Delight program automatically
     fills in the decimal point when a whole dollar amount is
     entered, credits are preceded by a a <-> (minus sign).
     The Esc Key (Escape Key), will allow exit from any point
     of any operation in any Menu back to the Main Menu and
     then DOS.

Use Enter to move the cursor to each field.  Use the Cursor
Up and Cursor Down keys to move the cursor up and down a
line. You can also use the tab keys or reverse tab (shift-
tab.). Press F10 to save the information or Esc to return to
the Main Menu without saving the information.

3 - Review or Change Inventory of Neighborhood Streets~

If your Clients all live in the same neighborhood,
it will save a lot of time if you only needed to fill
in the Street number and have the rest of the address
automatically entered. This is done by filling out the
Common street and city fields. Enter up to ten commonly
used streets, the City, State and zip.

4 - Delete history records prior to a date~

This option is offered for housekeeping purposes.
Unless a file gets to large, there is no reason
to use this option.

5 - Year end actively, reset the Year To Date amounts~

At the beginning of a new year, its important that
the Year to Date Credited totals are reset.

Note:
     The following three option will only be offered
     if the question on retention on page one of the
     Organization Profiles on the Manager's Menu was
     answered with a "Y" (For Yes).

6 - Enter a new Unit~

If the Unit is retained when a Client is deleted, this
selection will allow additional Units to be entered.

7 - Change a current Unit~

If the Unit is retained when a Client is deleted, this
selection will allow a Unit name to be changed.

Note:
     Since the history is based on Unit information,
     when changing the Unit name the history will not
     show when reviewing a Client's file in the
     Main Menu.

8 - Delete a current Unit~

If the Unit is retained when a Client is deleted, this
selection will allow a Unit deletion. Conformation will
be required to prevent accidental erasure.
It is now times to enter the Clients, this is done
from the Main Menu. "Add a Client to the file".


Main Menu~
---------

1 - Review Client Account status~

Use the Review Client Record option to inquire about any
Client's account without making any changes.
This option displays the Client's name, address, and phone
number with billing information, payment history, and
contract information.
Press the Enter key and the next screen will show all
activity with payment credited, amounts charged through
billing and delinquencies, late charges payment
identification etc.
This history, relates to the "Unit" identification.
The last name shows the Client at the time that the
transaction took place. The type indicates, B= Billing,
D= Delinquency and C= Credited

2 - Change Client Account or Unit status~

Select the Change Client Record option when you want to
change existing information about a Client.

     Note:  If you enter the first few letters of the last
     name, Treasurer's Delight locates all the names
     beginning with these characters.  If there is more than
     one name beginning with the same letters, the names are
     displayed.

3 - Credit a Clients account~

     Note:  Optionally your printer should be switched on
            and paper aligned when choosing this option.

Select the Apply Credits option when you want to apply a
credit to a Client's account. Enter the payment ID (Check,
number Corr for correction etc.) If the amount is the same as
the current balance, press Enter and the amount is displayed.
You can also change the contract start and end dates,since
any crediting is sometimes related to the extension of the
contract, such as memberships.

4 - Add New Client to the File~

Choose the Add New Client Record to File option to create an
account for a Client.

   If you specified a Unit and the retention, after account
   deletion a window with available Units will be offered,
   otherwise, the program will take you directly to the page
   one screen. The last name and Unit, are mandatory entrees
   and must be filled out. A message will remind you if you
   forget.

o Titles

  A key with numeric codes is displayed when the cursor is in
  this field.  Choose the code that is applicable.  You can
  choose one or two codes. For example, type 1,2, and then
  The Client's initials, without spacing.  Then press Enter.
  The words "Mr. and Mrs." with the Client's initials are
  displayed. You may substitute titles, see the Manager's
  Menu.

o Street, city, state, Zip

  If you designated some common streets for your units on the
  Manager's Menu, a screen displays these streets.
  Type the house number and press Enter.  Select the Street
  by moving the bar over it and press Enter.  The street name
  is filled in automatically.  If the city, state,
  and/or Zip code were specified, they are also added.

o Telephone Numbers

  Type these numbers without parentheses or dashes.  Then
  press Enter. The parentheses and dashes are automatically filled
  in by the program.

o Unit Number

  This is a mandatory field, and must be filled in.
  The information is unique and does not allow duplicates.
  If the retention question in the Manager's Menu was
  answered as "Y", this Unit can only be changed or entered
  in the Manager's Menu. For allowing multiple uses of a
  Unit, use a unique scheme such as 123(2 of 3).





o Mailing Name and Address

  If the mailing address is the same as the account address,
  skip these fields.  Otherwise, enter the information.  The
  mailing address is used when printing mailing addresses.
  If the mailing name is left blank, the account name and
  address is used for the mailing address.

Enter the start date and end date of your contract in their
fields in MM-DD-YY sequence (DD-MM-YY if the alternate date
format is specified.  Treasurer's Delight checks the dates to
be sure that the end date is later than the start date.  If
it isn't, the program detects this and allows you to correct
the error.  If you choose not to use these fields, press
Enter to move to the next field.
When you have finished entering all the information about
your new Client, press Page Down to display a second screen.
This screen displays the name, address, and Unit number
entered on the previous screens.  On this screen, you
can choose which charges are applicable to this Client.  In
the Requested Services box, type Y for Yes or N for No in the
column next to the service and charge.
Five more charges can be applied, these are "Special
Charges".  Three items are required;

   o - The name of the charge.
   o - The amount of the charge.
   o - The number of posting (from 1 to 99)that these charges
       will be billed.
       (As charges are billed and posted, they will decrease
        by one each time a posting takes place for this
        Client.) A "P" indicates that the charge is permanent.

Press Page Down again to access page three.
These fields are named in the Manager's Menu.
Fill out these fields.
All the information for your Client is now ready for you to
file.  Press F10 to enter the information or Esc to cancel
and return to the Main Menu.

5 - Delete a Client from the File~

Use the Delete Client Record from the File option when you
want to delete an account from your file.
After choosing this option, enter one of the following:

o Clients last name

o Unit number

To move the cursor, use the Enter key or Cursor Up or Cursor
Down keys. Be sure you really want to delete the account. All
the information for this Client is removed. You will be asked
for confirmation of your choice to prevent accidental erasure.
Report Menu~
-----------
Note:
In order to align the print vertically, be sure your
print fonts are not spaced proportionally.


1 - Print Directory~

The first question line asks you if you wish to override
the Clients request not to be listed. For internal,
non-public Directories, you may wish to override the request.
Mark the information you wish to print.

2 - Print Delinquency report~

This option print delinquencies above a specified amount.
Telephone numbers are also printed to aid contacting the
Clients that are delinquent.

3 - Print history between two dates~

This option will print either Credits, Billing or
Delinquency postings between two dates that you specify.

4 - Print Billing status report~

This option will print and total the organization totals
for each Billing Cycle, including the total number of Clients
in each and all Billing Cycles.

5 - Print Contract Start and Expiration between two Dates~

This option prints a list of accounts with start and end
contract dates.  You choose the specific dates for the
accounts to be listed and whether or not you wish to list
accounts that have no dates entered.

Note, before all printing takes place, the following
window will be offered:

     "Switch the printer off."

     "Line up the paper to the top line to be printed."

     "Switch the printer on."

     "Press any key to continue."

This will reset most printers to their power-on state
with on the top line of printing.



Billing and Text Menu~
---------------------

     Refer to the section on "Labels and Paper Sizes" for
     information about your specific paper needs.
     Before any Posting operation, make backup copies of
     the files for the Organization (See the Sign-on Menu.)

     Important!
     While printing Bills or Delinquency Notices no changes
     are made to the Client records. You may print bills
     and Notices as often as you wish. The record are only
     updated after you type POST for confirmation.

1 - Print Bills with Option to Post~

This option prints billing statements for all Clients on
file.  The screen prompts guide you through this option.
Complete the series of prompts relating to such items as name
of the Billing or Delinquency cycle, (defaults are shown
where appropriate), Press F10 to enter all selections.
The program has a restart capability in case you have paper
or printing problems.  Select the last name or Unit to start
printing.
When the last bill has been printed, the message: "Are now
ready to post". "Enter POST if ready to proceed" appears.
Enter the word POST and all accounts of the choosen Billing
Cycle will be posted, you cannot stop the operation until it
is completed, the program will display the progress while
posting.

2 - Print Delinquency Notices with option to post late charges~

Use the Print Delinquency Notices option to send delinquency
notices to accounts with overdue balances.  The screen
prompts guide you.

3 - Post Billing for Clients, without Printing Bills~

Use the Post Billing for All Clients, Without Printing Bills
option to record a billing Cycle for all the accounts without
printing the bills.  This option is useful if you have
previously printed, but have not posted the bills for a
Cycle, or if your organization doesn't need to send bills to
its Clients.
Answer the screen prompts about the balances and charges for
the account.  You can then review the balances.  After you
verify that the information is correct, the billing totals
are printed.





4 - Review Billing and Delinquency text~

o Prepare regular billing text
  Create up to 17 lines of text to go along with your regular
  bills, press F1 to see variables for inserts.

o Prepare delinquency text
  Create up to 17 lines of text for Clients whose payments
  are delinquent, press F1 to see variable inserts.

5 - Prepare letters to Clients~

o Prepare text for letters to Clients
  Store up to 15 different letters, and create up to 40 lines
  of your own letter text for special purposes (for example,
  meeting notices, price changes and voting ballots etc).
  The date, business address, and greeting are automatically
  printed.

o If you wish to check the spelling or substitute synonyms,
  you can use a text editor such as Writing Assistant, set
  left margin to 10 and right margin to 69. You can record up
  to 40 lines of text and save the file in ASCII format.

o Automatically insert spelled dates such as: January 12,
  1988 or an amount such as $44.45 in the text, based on
  information in the Client's file.

o Send letters to all Clients or only Clients based on:
  Standard Service groups.
  Contract start date.
  Contract end date.
  Outstanding balance.
  A Billing Cycle

You have the option to print your correspondence on
letterhead or standard computer paper. If you choose
to print your on letterheads (see Manager's Menu).

6 - Send Letters to Clients~

Use the Print Letters to Clients option to send letters to
your Clients.  You can review or change the text already
written before it is printed.  (After reviewing the text,
press F10 to continue.) Imbedded in the text, you can
automatically insert:

o - The Unit designation (Lot, Account number, Apartment).
o - The Year To Date Credited amount.
o - The Contract start date.
o - The Contract end date.
o - The current outstanding balance.
Press F1 to see the variables.

You can send this letter either to a group of Clients whose
outstanding balance is above an amount that you specify or
depending on a series of criteria such as Dates or Year To
Date Amount credited or to just one Client by responding to
the screen prompts.  You can store up to 15 different letters.

7 - Print labels or envelopes~

You can choose to print Mailing Addresses:

o For all Clients
  Prints labels for all Clients in your file.
o For selected service accounts
  Prints Addresses for Clients whom you are billing for a
  selected service.  Any Clients with any of the charges
  specified are billed.  For example, if you choose lawn
  maintenance and security, all Clients with lawn maintenance
  or security charges or both will have mailing Addresses
  printed.

o For delinquency notices
  Prints Addresses for Clients who are receiving delinquency
  notices.

o For selected Clients
  You can choose to print labels or envelopes (for friction
  paper feed only).  After choosing an option, answer the
  prompts.

  Select the label size you are using and check to be sure
  your labels are properly aligned.

Note: You can use window envelopes for Bills and Delinquency
      Notices, the mailing addresses will be in the window.


Messages about the Date~
-----------------------

Any of the following examples of dates entered are acceptable
to Treasurer's Delight, all dates are 01-02-1992.

10292
01021992
01-02-92,  or 01/02/92
01-02-1992 or 01/02/1992
01-2-92,   or 01/2/92
1-02-92,   or 1/02/92
1-2-1992,  or 1/2/1992
1-2-92,    or 1/2/92
If the alternate date format was selected on the Sign-on
Menu, the months and days would be reversed to DD-MM-YY.


Mailing Label and Paper Sizes~
-----------------------------

You can choose from four mailing label sizes.  They are:

     A  .83 inch
     B 1.0  inch
     C 1.17 inches
     D 1.5  inches
     E Envelopes (For friction type printers only).

The labels are measured from the top of one label to the top
of the next.  Many office supply catalogs and stores use the
actual length of the label when describing them and do not
include the space between them.  (For example, the "1 inch"
label might be called a "15/16 inch" label because there is a
1/16 inch space between the labels.)
Treasurer's Delight's billing routines are designed for paper
sizes 8.5 x 11 Inches measured without the tractor
perforation.  To accommodate folding, you may wish to
consider horizontal perforation, two per page, each containing
22 lines at 6 lines per Inch. A guideline is provided on Bills
and Delinquency Notices to assist you in folding.

The print format supports window envelopes;

     Columbian Double Window, 3 7/8 by 8 7/8

These envelopes are available at any Office Depot.


Other uses~
----------

Some users of the Treasurer's Delight program use the application
for other than the intended purpose. For example:
If you regularly contact your politicians with letters, set up
these politicians in a different Billing Cycle. Local in "L",
State in "S", House in "H" and Senate in "S".
Enter the politicians without a title and instead of first names,
use "Congressman Whatshisname". Set up the alternate mailing
address for example as:
                       The Hon. William Whatshisname
                       Russel Building
                       234 K Street
                       Washington, DC 44455

The letter salutation will be: Dear Congressman Wiliams,






Rebuilding a damaged file~
-------------------------

Because of power failures, lightning strikes etc. while
writing to a file, it is possible that a file may become
corrupt. To repair the indexes, a program called
ISAMREPR.EXE on the installation disk, will restore the
indexes. When the error message occurs, note the
Directory for the path and enter:

            ISAMREPR path\TDMAIN.DAT
            ISAMREPR path\TDHIST.DAT




Leaving the  Treasurer's Delight application~
--------------------------------------------

To exit the Treasurer's Delight program, return to the
Main Menu and press Esc.  Then answer Y to the prompt "Return
to DOS? Y/N,".  You may select the Sign-on Menu to work on
another Organization.

Technical information~
---------------------

Two files are used to store the Clients information and history.
These files are ISAM (Index Sequential Access Method) files
and require the ISAM Engine in memory (PROISAMD.EXE).
PROISAMD.EXE is loaded during startup (PROISAMD /Ib:20)
and unloaded after completion by one of two ".BAT" files.
TD.BAT is in Directory TREAS and one is in the Root Directory of
the hard drive that the program is installed on.
By typing "TD", the program automatically starts.
As new organizations are entered, new DOS Directories are also
created. The "Example Directory" is installed in Directory
"TD1DIR". Any new installations will start with Directory
"TD2DIR" etc. If an Organization is Deleted, the next
organization will re-use the now available Directory.









Any references to:
IBM PC, PS/2, DOS, are Trademarks of
International Business Corporation.
Portions Copyright (1990)Microsoft Corp.
Quicken is a trademark of Untuit.




Program License Agreement~
-------------------------

Read the following terms and conditions before using the
program. By using or accepting this program, you indicate
that you accept the terms and conditions set forth bellow.

Guia International Corp. provides this program and licenses
its use. You assume responsibility for the selection of these
programs to achieve your intended results, and for the
installation, use and results obtained from the programs.

Limited warranty
The programs are provided without warranty either expressed
or implied, including but not limited to the implied
warranties of merchantability and fitness for a particular
purpose. In no event, will Guia International Corp. be liable
to you for any damages, including any lost profits, lost
savings or other lost incidental or consequential damages
arising out of the use or inability to use such programs even
if Guia International Corp. or any of its agents or dealers
had been advised of the possibility of such damages.
When you start using the program as a production tool, the
Opening Window fee is due to Guia International for each
system the program is installed on.  The acknowledgement
returned to you will serve as your license for authorized
usage. You are free to duplicate the application and make
distributions providing that no alterations are made with the
exception of compression to facilitate electronic
transmission. You acknowledge that you have read this
agreement, understand it and agree to be bound by its terms
and conditions.

<End of file>
Revised 3-4-1992