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EXPENSE1.DOC
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1987-07-27
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4KB
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DOCUMENTATION FOR REVENUE/EXPENSE REPORTS:
OVERVIEW
Yo⌡á caεá summarizσ al∞ revenue/expense≤ yo⌡ havσ incurreΣ fo≥ an∙á perioΣá oµ ì
time¼ fo≥ an∙ categor∙ oµ prospects¼ o≥ fo≥ an∙ individua∞ prospect«
Thi≤á screeεá summarize≤ thσ revenue/expenses¼á bu⌠ thσ Activit∙ filσá i≤á thσ ì
origina∞ sourcσ oµ entr∙ fo≥ thσ individua∞ revenue/expenses.
ORIGINA╠ ENTR┘ INT╧ ACTIVIT┘ FILE
Wheneve≥ yo⌡ makσ aε entr∙ int∩ thσ Activit∙ file¼á yo⌡ wil∞ seσ thi≤ iteφá oε ì
thσ screen:
"REVENUE/EXPENSE FROM THIS ACTIVITY:"
Iµá yo⌡ havσ an∙ revenue/expensσ associateΣ witΦ aε activity¼á theε ente≥á thσ ì
amoun⌠á oεá thσ screeε fo≥ tha⌠ activit∙ whilσ yo⌡ arσ iε thσá Activit∙á file« ì
Late≥ on¼á yo⌡ caε summarizσ al∞ oµ thσ revenue/expense≤ pe≥ prospec⌠ b∙ goinτ ì
t∩ thσ REVENUE/EXPENS┼ SUMMAR┘ MENU¼ thσ screeε wherσ yo⌡ presentl∙ are«
****OPTIONS*****
==============
| OPTION 1: |
==============
Optioε ▒ i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩
thesσ dates:
STAR╘ DAT┼ :'01/01/1901'
STO╨ DAT┼ :'12/12/2999'
Thi≤á mean≤á tha⌠á an∙ summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥á ßá 2,09╕á yea≥ ì
period«á Let'≤á sa∙ tha⌠ yo⌡ woulΣ likσ t∩ examinσ revenue/expense≤ fo≥ ßá tw∩ ì
weeδ period¼á durinτ whicΦ yo⌡ werσ oε thσ roaΣ visitinτ ß prospect«á Iε tha⌠ ì
case¼á g∩ t∩ optioε ▒ anΣ ente≥ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ begaε a≤ ì
thσá STAR╘á date¼á anΣ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ endeΣ a≤ thσá EN─ ì
date«á No≈ you≥ report≤ anΣ summarizeΣ revenue/expensσ datß wil∞ reflec⌠ jus⌠ ì
tha⌠ tw∩ weeδ period.
==============
| OPTION 2: |
==============
Optioε ▓ allow≤ yo⌡ t∩ choosσ thσ namσ oε whoφ thσ repor⌠ i≤ summarized« Thi≤ ì
optioεáá default≤áá t∩á ALL¼áá whicΦá mean≤á tha⌠á al∞á prospect≤áá wh∩áá havσ ì
revenue/expensσá item≤á representeΣ iε thσ Activit∙ filσ wil∞á bσá summarized« ì
Let'≤ say¼á though¼ tha⌠ yo⌡ wisΦ t∩ summarizσ thosσ revenue/expense≤ fo≥ jus⌠ ì
onσá prospec⌠á ove≥ somσ perioΣ oµ time«á B∙ invokinτ thi≤á option¼á yo⌡á caε ì
selec⌠ onσ specifiπ prospec⌠ oε whoφ yo⌡ wisΦ t∩ summarizσ data«
==============
| OPTION 3: |
==============è
Optioε │ summarize≤ thosσ activit∙ record≤ tha⌠ mee⌠ thσ criteriß yo⌡á entereΣ ì
iεá option≤ ▒ anΣ 2«á Theε thσ prograφ take≤ thσ summarizeΣá revenue/expense≤ ì
pe≥ prospec⌠ anΣ post≤ i⌠ permanentl∙ int∩ thesσ field≤ iε thσ Prospec⌠ file:
'Date revenue/expenses last summarized :º 'Time of update :'
'Summary of revenue/expenses for this Prospect¼ all activities :'
Thi≤á mean≤ tha⌠ an∙ timσ yo⌡ summarizσ revenue/expense≤ froφ thi≤á menu¼á yo⌡ ì
caε g∩ bacδ t∩ thσ Prospec⌠ filσ anΣ examinσ thσ total≤ fo≥ eacΦ prospect« Oµ ì
course¼á yo⌡á caε prin⌠ ou⌠ thσ SUMMAR┘ REPORT¼á optioε 4¼á anΣ seσ wha⌠ thosσ ì
summarie≤ were.
==============
| OPTION 4: |
==============
Optioεá ┤á print≤ thσ SUMMAR┘ REPOR╘ fo≥ al∞ thesσá activitie≤á summarizeΣá iε ì
Optioε 3«