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1994-01-08
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(This is a text-only version of the Account Manager user manual.)
Account Manager
version 1.3
WinnoVation
Innovation through Windows...
(C) Copyright 1993-1994
Winnovation
PO Box 271071
Ft. Collins, CO 80527-1071
USA
Telephone: (303) 226-8682
FAX: (303) 226-8682
E-mail: CompuServe: 71774,605
Internet: 71774.605@compuserve.com
Introduction
------------
Account Manager is a tool designed for people who
must keep track of how much time they spend on
different projects or accounts. Examples of such
uses are...
* A person who charges their time to several
different projects
* Someone who bills to multiple clients
* An entrepreneur who must keep records of
business vs. personal use of a computer for
tax purposes
* And many more!
To use Account Manager, you "punch in" to each
project or account as you begin working on it, and
"punch out" when you are done. At the end of the
week, or whenever you need a report of how your
time was spent, Account Manager will generate a
report, showing your time in varying levels of
detail.
Account Manager also has a convenient feature to
make it even easier to use. After your list of
projects has been entered, you can click on the
Account Manager icon with the right mouse button
to get the Quick Access List. This list shows all
of the projects in your list, and makes it very
easy and convenient to punch in and out of them.
For even greater flexibility and convenience,
Account Manager can automatically punch in or out
of a project or activate itself when certain user-
specified applications are started. You may never
have to punch in or out manually!
For those occasions when you must exit Windows for
whatever reason, Account Manager includes a DOS
command-line interface so you can punch in/out
from DOS.
Note that Account Manager requires Windows 3.1.
Packing List
------------
Your package should include the following:
This manual
Distribution disk
License statement
The following files should be present in the
distribution disk:
ACCTMAN.EXE Account Manager starter
$AM.EXE Account Manager program
ACCTDLL.DLL Account Mgr. support library
ACCTMAN.HLP On-line help file
DOSACCT.EXE DOS command-line interface
CTL3D.DLL Library for 3D controls
ACCTMAN.TXT Documentation text file
If any files are missing, please contact
Winnovation.
Installation
------------
Important: You must make sure no other copies of
Account Manager are running when you install this
version.
If your disk came with a SETUP or INSTALL program,
simply run that program. To do this, select
Run... from the File menu in Program Manager, and
type a:\setup or a:\install (change the drive
letter if necessary).
If you did not receive an installation program
with your copy of Account Manager, you can install
it using the following instructions. First, make
sure that no other copies of Account Manager are
currently running. Then simply copy all of the
files from the Account Manager distribution disk
to a directory such as C:\ACCTMAN. To do this
from a DOS prompt, type the following (assuming
your floppy drive is A: and your hard disk is C:):
MKDIR C:\ACCTMAN
COPY A:\*.* C:\ACCTMAN
Also move the file CTL3D.DLL to your
WINDOWS\SYSTEM directory. You may need to close
other applications to perform this copy, if the
file is in use.
After the files are copied, add Account Manager to
a Program Manager group. To do this, find
ACCTMAN.EXE with the File Manager and drag it to
the group you want in the Program Manager. To run
Account Manager every time you start Windows, add
Account Manager to the Startup group in Program
Manager. See your Windows manual if you are
unsure about how to do any of these steps.
Upgrading from an older version
-------------------------------
If you are upgrading to Account Manager 1.3 from
an older version, you should make a backup copy of
your project list and database files. The file
formats that this version uses are different from
the previous versions, and the files will be
converted immediately to the new format when
Account Manager 1.3 starts.
Registration
------------
When Account Manager is first started, you will
see a registration reminder screen. Click the
Register... button and you will see the following
registration screen:
Enter your name EXACTLY as shown on your license
statement, and enter your serial number and
registration code (also found on the license
statement).
Getting Started
---------------
This section is intended as a general overview to
using Account Manager. For more detail, please
refer to the reference section. Please note that
the words "project" and "account" are used
interchangeably within this manual.
When you start Account Manager, you will see a
screen similar to the following:
The large space on the left side is the project
list. You should enter each project or account
that you work on in to this list. To do this, you
should click on the top portion of the list (you
will then see a flashing cursor there), type the
name of the project, and click the Add button.
When you do this, you will notice that the project
has been added to the list. Repeat this step for
each project that you want to enter.
For each project that you enter, you may select
whether or not Account Manager should prompt for a
comment when punching in to that project. A
comment is simply additional information to help
you track your time with more detail (see the
Comments section in this manual for more
information).
After all of the projects have been entered, you
may punch in to one. To punch in to a project,
select the project in the list and click the In
button. Alternatively, you may double-click on
the project name in the list. If the Prompt for
Comment box was checked, you will be prompted for
a comment for this session. After you punch in,
the status line at the bottom of the window will
reflect which project you are punched in to.
To punch out of a project, simply click the Out
button. You can also just punch in to another
project -- this will automatically punch you out
of the first one.
To make punching in and out more convenient,
Account Manager provides a Quick Access List. To
access this list, minimize Account Manager and
click on the icon with the right mouse button.
This will bring up a list of your projects for you
to conveniently punch in to and out of.
If you wish to delete a project, select it in the
list and press the Delete button. Note that this
will not delete the data in the database for that
project -- it will merely remove the project from
the Project List.
To generate a report, select Create Reports...
from the Reports menu. You will have the option
of creating several different kinds of reports.
For details about the different report types
please refer to the reference section.
---------
Reference
---------
Project Lists and Databases
---------------------------
In Account Manager, the Project List and the
Database are two different things. It is
important to understand the differenc