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(This is a text-only version of the Account Manager user manual.)
Account Manager
version 1.2
WinnoVation
Innovation through Windows...
(C) Copyright 1993
Winnovation
PO Box 271071
Ft. Collins, CO 80527-1071
USA
Telephone: (303) 484-7204
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
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.
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
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 1.2 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 1.2 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
difference.
A Project List is simply a list of your projects. It is
displayed on the main window, and also in the Quick Access
List for easy access. Project lists are usually saved with
a .AMP extension.
A Database contains all of the punch in/punch out data.
Every time you punch in to or out of a project, the database
file is updated. Database files are usually stored with a
.AMD extension.
Note that Project Lists and Database files are not connected
in any way. A Project List exists only for your
convenience. It is possible to punch in to a project which
is not even in the Project List (to do this, type the name
of the project and press In -- do not press the Add button,
which would add it to the Project List). Conversely,
deleting a project from the Project List will NOT delete the
associated data in the database.
To find out the current Project List and Database files,
choose Get Status... from the File menu.