REGISTRATION                                                          Pg. xiD                                                                            D  If Genesis was purchased directly from  Signature Software,  you are alreadyD  registered.                                                                 Dtl                                                                            D  If you purchased Genesis from a  distributor, please send in  the form foundD  at the end of this manual.  If you do not  wish to remove the  page from theDa manual, you can print a separate registration  form by typing 'REGFORM' fromD ythe DOS prompt.                                                             Dte                                                                            D  Notification of Genesis v2.0 revisions and  future upgrades, as they  becomeD  available,  will be sent to all registered  users.   These will be availableDevfor  a  small  charge that will cover the  cost of manufacture and shipping.Dl The industry-wide  habit of price-gouging  for  software  upgrades  will notDl happen when you  purchase  Signature  Software,  that's our promise to  you.Dic                                                                            Dna                                                                            D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D  SETUP MENU                                   UTIL [S]                    2.0E                                                                              E  If  you  have  selected  [S]  from  the  Utilities  Menu,  you will have theE  following options:                                                          Efr                                                                            E       [I]nitial Setup                                                        E       [P]rinter Setup                                                        E       [C]olor Setup                                                          E       [Q]uit Setup                                                           E                                                                              E  Each of these three menu selections  will  install  specific  settings  thatE  Genesis will use each time you power up.   When  you  have finished with theEtisetup  procedures,  choose  [Q] and you will be returned to the Genesis mainE pprogram, or the Utility Menu if you entered Setup from there.               E]                                                                             Ef For more information,  see the help screens for each specific setup  option.E                                                                              E h                                                                            E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E  INITIAL SETUP                                UTIL [S],[I]                2.1B                                                                              B  Selecting option [I] from the Setup  Option Menu will allow you to initiallyB  configure  the  Genesis Program  with  the  GENESIS SERIAL NUMBER;  PASSWORDBSePROTECTION; FAST SCREEN UPDATE; DEFAULT DRIVES; and CHECK HEADINGS.         Bm                                                                             B; See the help screen for a specific option if necessary.                     B                                                                              Bif                                                                            B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B  SERIAL NUMBER                                UTIL [S],[I]                2.1E                                                                              E  Your  Genesis Serial  Number  will be found  on the label of  your  originalE  Program Disk.  This number must be installed during the Setup  procedure  orEwiGenesis will either not run, or operate incorrectly.                        Et                                                                             Er This  Serial  Number  is the same as your Registration Number.  It has  beenE  registered  to  you  and  appears on the Genesis Logo Screen, do not give itEamaway!                                                                       Ear                                                                            E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E  PASSWORD                                     UTIL [S],[I]                2.1C                                                                              C  If you choose to install a  Password,  press  'Y'  and  input a  4-characterC  letter/number  combination  of  your  choice at the password  prompts duringCssSetup.  Press [ENTER] when you have finished.   Each time you  boot Genesis,C  you will be asked for your Password.                                        C h                                                                            CswYou may remove or change your password as you wish by  selecting [S], Setup,C  from the Utility Menu and then running the Initial Settings, [I], once more.Cpa                                                                            C r     WARNING:  Do not forget your password or you will be locked out.   EvenC       Signature Software  will not be able to find it for you.               Cou                                                                            Cno                                                                            C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C  FAST SCREEN UPDATE                           UTIL [S],[I]                2.1A                                                                              A  Genesis powers up in a fast screen update mode  that  lends  a  little  moreA  speed  to  screen  display  changes.   Some  users,  depending  on  computerAreconfiguration, may experience a snow-like effect during display updates.  IfAanyou find that this is happening to you and you  find  it  distracting,  thisAa option can be changed during Setup  Procedures by selecting  [S] Setup, fromAg the Utility Menu and then running the Initial Setup, [I].                   Aet                                                                            Ain                                                                            A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A  DISK DRIVE(S) SETUP                          UTIL [S],[I]                2.1A                                                                              A  During the Initial Setup procedures,  or by selecting [S] and then [I]  fromA  the Utility Menu, you can enter the drive(s) where  Genesis  will  find  itsAduPrograms,  Data,  and  Help files.  For example, if you have only one drive,Ar enter 'A' for each input.                                                   Ale                                                                            A  If you have two drives and the Program/Help Disk will be in the first  driveA  and the Data Disk will be in the second: Prog Drive will be 'A';  Help DriveA Pwill be 'A'; Data Drive will be 'B'.  If you are using a  hard  drive,  eachAheentry will probably be a 'C'.                                               Ae                                                                             A  The entry prompts are as follows:                                           A                                                                              Aws     Prog Drive (A-E):  __                                                  A       Help Drive (A-E):  __                                                  A       Data Drive (A-E):  __                                                  A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A  CHECK HEADING                                UTIL [S],[I]                2.1@                                                                              @  During the Initial Setup Procedures,  or by selecting [S] and then [I]  from@  the  Utility Menu,  you  can  place  your name and your spouse's name on the@duscreen check display.                                                       @pl                                                                            @  The input prompts are as follows:                                           @                                                                              @ws     Enter Your Name As You Want It To Appear On The                        @       Screen Check Display (Up to 20 characters)                             @nt     ________________                                                       @to                                                                            @       Enter A Second Name As You Want It To Appear On                        @       The Screen Check Display (Up to 20 characters)                         @u      ________________                                                       @(U                                                                            @  Type in your choices, pressing  [ENTER]  after  each.   These  names are for@  screen display only and are not printed when you print your checks.         @                                                                              @t                                                                             @                                                                              @                                                                              @                                                                              @                                                                              @  PRINTER SETUP                                UTIL [S],[P]                2.2C                                                                              C  Selecting [P] from the Setup Menu will display a summary of printer options,C  including:   PRINTER CODE,  PRINTED CHECK FORMAT, ENVELOPE FORMAT, RECURRINGCenCHECK LIST FORMAT, and CONDENSED CHECK REGISTER OPTION.                     CIN                                                                            CEDSelect the help screen for the specific option.                             C                                                                              C s                                                                            C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C  PRINTER CODE                                 UTIL [S],[P]                2.2C                                                                              C  Genesis must have a printer code installed or it will  either  not  run,  orC  function incorrectly.  This printer code  may be installed, or changed, fromCdethe  Printer Setup sub-menu, [P], after first selecting [S] from the UtilityCprMenu.                                                                       Cst                                                                            C  Find your printer in  Appendix B,  at the end of this manual.   Next to eachC Bprinter is a  3-letter designator.   This is the printer code.   Input  thisCtocode at the printer code prompt:                                            Ct:                                                                            C       Enter Your Printer Code From Appendix B:  ___                          Cro                                                                            C  If you do not have a printer, input any code from the list.  If your printerCinis not listed, select the one most similar to yours.                        Cmo                                                                            C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C  CHECK FORMAT SETUP                           UTIL [S],[P]                2.2@                                                                              @  This Printer Setup  selection along with the others that are on the  Printer@  Setup Options Menu  are  for the most part self-explanatory.  You may select@alany combination of the choices.   If your printer is not capable of  one  of@hethe choices, that particular selection will print in a normal fashion.   For@. instance, if you have selected Near Letter Quality, Italics,  and  Condensed@elPrint for an item, and your printer is not capable  of  producing  Condensed@ NPrinting, the resulting printer product will be Near Letter Quality Italics,@inbut the size  will  be  your  printer's  normal  default  size  (usually  10@r characters per inch).                                                       @pr                                                                            @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @  ENVELOPE SETUP                               UTIL [S],[P]                2.2A                                                                              A  This Printer Setup  selection along with the others that are on the  PrinterA  Setup Options Menu  are  for the most part self-explanatory.  You may selectAalany combination of the choices.   If your printer is not capable of  one  ofAhethe choices, that particular selection will print in a normal fashion.   ForA. instance, if you have selected Near Letter Quality, Italics,  and  CondensedAelPrint for an item, and your printer is not capable  of  producing  CondensedA NPrinting, the resulting printer product will be Near Letter Quality Italics,Ainbut the size  will  be  your  printer's  normal  default  size  (usually  10Ar characters per inch).                                                       Apr                                                                            A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A  RECURRING CHECK/SEARCH LISTS FORMAT          UTIL [S],[P]                2.2D                                                                              D  This Printer Setup  selection along with the others that are on the  PrinterD  Setup Options Menu  are  for the most part self-explanatory.  You may selectDalany combination of the choices.   If your printer is not capable of  one  ofDhethe choices, that particular selection will print in a normal fashion.   ForD. instance, if you have selected Near Letter Quality, Italics,  and  CondensedDelPrint for an item, and your printer is not capable  of  producing  CondensedD NPrinting, the resulting printer product will be Near Letter Quality Italics,Dinbut the size  will  be  your  printer's  normal  default  size  (usually  10Dr characters per inch).                                                       Dpr                                                                            D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D  CHECK REGISTER FORMAT                        UTIL [S],[P]                2.2@                                                                              @  This Printer Setup  selection along with the others that are on the  Printer@  Setup Options Menu  are  for the most part self-explanatory.  You may select@alany combination of the choices.   If your printer is not capable of  one  of@hethe choices, that particular selection will print in a normal fashion.   For@. instance, if you have selected Near Letter Quality, Italics,  and  Condensed@elPrint for an item, and your printer is not capable  of  producing  Condensed@ NPrinting, the resulting printer product will be Near Letter Quality Italics,@inbut the size  will  be  your  printer's  normal  default  size  (usually  10@r characters per inch).                                                       @pr                                                                            @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @  COLOR SETUP                                  UTIL [S],[C]                2.4@                                                                              @  Selecting  [S]  and then  [C]  from the Utility Menu will display the  Color@  Configuration Screen                                                        @ f                                                                            @  The cursor will be blinking over  the  first  input  prompt.   Selecting  an@  appropriate color number  (valid numbers are in parenthesis) will change the@ercolor  of  that  display  portion.   The area just to the right of the color@idnumber will reflect the new color graphically.                              @io                                                                            @loBy moving down the menu and changing the color values,  you may custom color@  your display screens.   Depressing  [F1]  will  allow  you  to view a sample@andisplay of the choices that you have made.   Pressing  any  key while in the@sisample display will return you to the Color Setup Menu.                     @u                                                                             @ t[F4]  will  display  a  color  chart  that  will  allow the user to evaluate@  foreground colors against a background that changes color each time a key is@ cpressed.  [Esc] will return you to the Color Configuration Screen.          @ck                                                                            @u Should you wish to return to the original system default colors, press [F2].@  If you are satisfied with your selection of colors,  press  [F3]  and  these@hevalues will be saved.                                                       @ s                                                                            @                                                                              @  BEGINNING THE CHECKBOOK                                                  3.0?                                                                              ?  If this is the first time that you have used Genesis and  you  have  already?  gone through the setup  procedures,  the screen will display  the  following? ymessage:                                                                    ?ur                                                                            ?                 BEGINNING BALANCE DATE (MMDDYY) ______                       ?                 BEGINNING BALANCE $_________                                 ?CE                                                                            ?CEEnter the date that you would like the  Beginning  Balance  associated with.?  This entry must be six (6) digits, in the form 'MMDDYY'.  For example, 'July?li19, 1988' must be entered as '071988'.   You will  now  be prompted to enter?ityour Beginning Balance.  Pressing [ENTER] will record the information in the?07Genesis checkbook.                                                          ?in                                                                            ?  If you have recorded an incorrect beginning balance,  it can be corrected by?  using  Replace (Modify) A Check/Transaction,  [R]/[Ctrl R].   When  you  are?ecprompted for a  transaction number,  enter  '1'.   A  check  format  will be?k/displayed with  'BEGINNING BALANCE'  entered on the Payee Line.   Follow the?mbinstructions for Replace (Modify) A Check/Transaction (Section 4.8).        ?                                                                              ?fyWe  have  included  in  the  help  screens  two  methods of calculating your?  beginning balance.   Method #2  is  slightly faster but lends itself to more?elopportunity for error than Method #1.                                       ?  BEGINNING BALANCE METHOD #1                                              3.1?ho                                                                            ?  Locate the first uncleared check or deposit in your  checkbook.   Enter,  as?  the  Beginning Balance,  the balance in your paper checkbook  that  is  just?ckbefore that first uncleared check.  Press the [ENTER] key.                  ?al                                                                            ?ecUse  [F1]  to  enter  checks or other negative transactions such as fees, or?  [Alt F1] to enter deposits or positive transactions such as interest earned.?r Press  [F2]  to  record  each  check or other transaction from the Beginning?poBalance forward.                                                            ? c                                                                            ?  Use [F4] to recall Transaction Number  1.   Press  [Ctrl C]  to  change  the?  cleared  status of the transaction.                                         ? N                                                                            ?tiUse  [F4]  to  recall  the  next  transaction  that  must be cleared.  Press?  [Ctrl C] to change the cleared status.                                      ?xt                                                                            ? sRepeat the Clear Status Routine until all cleared checks have been correctly?  marked.                                                                     ?e                                                                             ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?  BEGINNING BALANCE METHOD #2                                              3.2?                                                                              ?  The beginning balance for Genesis is your ending checkbook balance, plus (+)?  the checks still outstanding, minus (-) deposits still outstanding.         ?si                                                                            ?miUse the following worksheet to help calculate your beginning balance:       ?                                                                              ? h     Balance at the end of your checkbook             $                     ?       Outstanding checks (checks not yet cleared)      $ +________           ?r                                            SUBTOTAL   $                     ?s      Deposits still outstanding                       $ -________           ?                            GENESIS BEGINNING BALANCE   $                     ?g                                                                             ?SIEnter this beginning balance and press the  [ENTER] key.   You will now have?  to enter,  as  separate transactions, each of those checks and deposits that?ndyou have written and that have not yet cleared the bank.   Transactions  may?ctbe checks,  deposits,  bank charges,  interest  earnings,  automatic  teller? nmachine withdrawals, or even corrections.   Refer  to  New Check/Transaction?ar(Section 3.1) for instructions on entering transactions.  Use  [F1] to enter?oreach outstanding check, then [F2] to record it.   Use [Alt F1] to enter each? ooutstanding deposit, then [F2] to record it.                                ?F2                                                                            ? t                                                                            ?                                                                              ?  TRANSACTION DISPLAY                                                      3.4E                                                                              E        __________________________________________________________            E       !         (1st name heading)                  ___(ck #)__  !           E__     !         (2nd name heading)                               !           Eng     !                                      __(date)___19____   !           Eng     !                                                          !           E       !Pay to  _____(payee line)_____________   $_(num amt)___   !           E       !                                                          !           E)_     ! _____(guarantee amt)__________________________________   !           E       !                                                          !           E__     ! ___(memo)_______              __(maker's signature)____  !           E       !                                 (printed maker's name)   !           E       !__________________________________________________________!           E                                                                              E__  Trans# ___of___  Clr [_] Tax [_]  Rel Bal ______  Ckbk Bal ______         E                                                                              E [A quick look at  the  above  check  illustration  should  be  sufficient  toE  acquaint  you  with  terms such as 'Payee' and 'Guarantee Amount', and theirEhelocations on a check.  As you can see, the Genesis Input Screen  looks  veryEh much like one of your own checks.                                           Eca                                                                            EksThe  line  immediately  below  the  check is the  Information Line  which isE  covered on a separate help screen.                                          E tINFORMATION LINE                                                         3.4Bee                                                                            B  The information line illustrated below and  located  just  under  the  checkB  display, will provide you with pertinent data that is continually updated asBedyou use Genesis.                                                            B p                                                                            B    Trans# 43 of 88  Clr [Y] Tax [N]  Rel Bal 242.14  Ckbk Bal 102.12         B                                                                              B [The  Trans#  is  displayed as two numbers,  such as  '43 of 88'.   The firstB  number is that of the transaction  currently being displayed.  The second isBtwthe total number of transactions currently in the Genesis checkbook.  In ourBioexample, the transaction displayed is the 43rd of 88 transactions.   The ClrBnsdisplay  will reflect the bank status of a transaction in your checkbook.  ABay'Y'  means  that  this transaction has cleared the bank; an 'N' indicates anB soutstanding transaction.   The Tax flag,  'Y' or 'N', depends on whether theBtitransaction was marked as a tax deduction.  The Rel Bal is the balance afterB Tthe  currently  displayed  check  was  subtracted from the previous balance.Bx Ckbk Bal, is the current amount in your checkbook.  When the displayed checkBckis the last check entered, the two balances will be the same.   The Ckbk BalBt only changes when a transaction is added to the checkbook.  The Rel Bal willB tchange depending on what transaction number is being displayed.             Bn                                                                             Bac                                                                            B                                                                              B  THE ESCAPE KEY                               [Esc]                       3.5A                                                                              A  Depressing the [ESC] key will immediately abort any operation and return youA  to the current menu display.   If, for instance,  you  were in the middle ofAimperforming a search and decided not to finish, the [ESC] key would interruptA Ithe search and return you to the Maintenance Menu.                          Ad                                                                             AhePressing the [ESC] key a second time will bring up the previous menu screen.A  For instance, if you had just escaped from performing a search and  were nowAd at the Maintenance Menu,  a second  [ESC] would return you to the Main Menu.AesPressing the  escape key  from the  Main Menu will give you the Quit GenesisAcooption.                                                                     A t                                                                            A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              B                                                                              B                                                                              B                                                                              Bbl                                                                            B e                                                                            Bes                                                                            B                                                                              Bhe                                                                            Bis                                                                            B                                                                              B i                                                                            B 1                                                                            B G                                                                            B                                                                              B                                                                              Ber                                                                            B p                                                                            B t                                                                            BAm                                                                            Ber                                                                            B                                                                              Bbe                                                                            Bck                                                                            BupRECORD CHECK/TRANSACTION IN CHECKBOOK        MAIN [F2]                   4.2D                                                                              DECOnce  you  have  finished  entering  information  into  a  check,  or  otherD  transaction currently displayed on the screen,  and it is exactly as wanted,Dg you are ready to record the check/transaction into the checkbook by pressingDeethe [F2] key.                                                               Dn                                                                             D  If the transaction to be recorded is a check, you will be asked if this itemDdeis tax deductible.  The default answer is 'N' for no, which may be chosen byDt just pressing the [ENTER] key.   If the check is tax deductible,  press 'Y'.D  The balance is now automatically updated and the check is  recorded  in  theDlyGenesis Checkbook.  If changes are necessary after the  [F2]  key  has  beenD apressed and the transaction has been recorded,  you must  use  [R],  ReplaceDs (Modify)  A  DATA  Check/Transaction,   from  the  Check   Maintenance  MenuDac(Section 5.8).                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D  USE DEFAULT CHECK/TRANSACTION                MAIN [F3]                   4.3E                                                                              E  Selecting [F3] will place the currently display transaction into  the  inputE  mode,  cursor  flashing  over  the  check number field, which will have beenEcuincremented.   [F3]  will not provide a blank transaction as  [F1] does, butE tallow you to use the transaction on screen as a model for a new check.   TheEprscreen  transaction  may  be  the one that appears upon power up, or a checkEonpreviously recalled by use of the [F4] or [Crs U/D] keys.                   Eth                                                                            EthThe  currently  displayed  information  in each field is the default answer.E  You  may  change the default answers by simply typing over them, or by usingEorleft/right cursor keys to move the cursor over the  character  that is to beEnschanged.   If you do not need to change a field,  you may choose the defaultE tanswer by simply pressing the [ENTER] key.                                  Eto                                                                            E[EWhen you are finished inputting information,  press  [F2] to  record the newE  transaction in the Genesis Checkbook.                                       E i                                                                            Eck                                                                            E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E  VIEW A CHECK/TRANSACTION                     MAIN [F4]                   4.4E                                                                              E  If you wish to view a specific checkbook entry,  select [F4]  and enter  theE  transaction number.   Your  selection will be displayed on the screen.   ForE cexample, if  Transaction Number 247 is currently displayed and you wanted toEleview  Transaction Number 1, you could back up one transaction at a time fromEr 247 to Transaction Number 1 by using the [Crs Up] key (see Section 4.14), buEu it is much faster, if you know the transaction number, select [F4], and thenE utype '1' and press the [ENTER] key.  Transaction Number 1 will be  displayedE ton the screen immediately.                                                  E k                                                                            E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E  INCREMENT DATE                               MAIN [F5]                   4.5B                                                                              B  Select  [F5]  to increment the currently displayed  date  by  one  day.  ForB  example, if the date on the displayed check or transaction is  'February 17,B c1989', selecting [F5] will change the date to 'February 18, 1989'.          Bsp                                                                            BngNOTE:  This  feature  was  added  for  convenience  when writing checks withB  sequential dates.  Any date, however, may be entered  in  the  Date field inBedthe 'MMDDYY' format.                                                        Bow                                                                            B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B  SELECT A RECURRING CHECK/TRANSACTION         MAIN [F6]                   4.6E                                                                              EACIf you write many of the same checks over and over each month,  such  as theE  electric bill, phone bill, water bill, car payment, insurance payment, etc.,Echyou may wish to use the Recurring Check feature of Genesis.                 Eer                                                                            EinPressing  [F6]  will  display  the  list  of  recurring  checks  (and  otherE  transactions)  that  you have previously created  by using  Add To RecurringE tCheck/Transaction List,  [A],  from the Checkbook Maintenance Menu.  You mayEprselect a check/transaction by entering the corresponding number and pressingE fthe [ENTER] key.  An incorrect entry will return you to the Main Menu.  YourEenselected transaction will then be displayed and may be used as a model for aE enew transaction.   Pressing the  [F3]  key will put the check into the inputE bmode with a new check number.   Changes, such as amount, date, memo, and theEe like, may be made in the same manner as per the instructions for  [F3],  UseE  Default Check/Transaction  (see Section 4.3).   The  new transaction is thenEmarecorded in the Genesis Checkbook by using [F2], Record Check/Transaction InEe Checkbook.                                                                  Eoo                                                                            E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E  PRINT CURRENT CHECK                          MAIN [F7]                   4.7C                                                                              C  If you want to print your checks, rather than write them  by  hand,  GenesisC  will  allow you to print on ordinary checks.   There  is no need to purchaseCksspecial  checks.   However,  to  assure that Genesis, your printer, and yourCdiparticular style of check all get along together, it will first be necessaryCo to run the  Check Configuration Program.   This is a relatively simple task,Cgeand can be accomplished from the Utilities Menu, Item [C] (see Section 6.3).Cn                                                                             CheOnce the check configuration is completed, simply  insert  a  regular  checkC  into the printer,  align the left side of the check at the  '0'  margin markCs and press [F7] to print the currently displayed check.                      Cef                                                                            Crr     NOTE:  On many pre-printed checks the first two digits of the year (19)C       are already printed on the check.   Therefore,  even  though the screenCd      display may reflect the date as 'February 14, 1989',  when the check isCe      printed, Genesis automatically deletes the '19' if so configured in theCat     Printer Setup  (see Section 2.2).   In  our  example,  the date will beCca     printed as 'February 14,   89'.                                        Con                                                                            C  Refer to the help screen 'Paper-Out Sensor' for additional information.     C                                                                              Cr-                                                                            C                                                                              C  PAPER-OUT SENSOR                                                         4.7C                                                                              C  When the Print Current Check  option  is  used,  the  Genesis  Program  willC  disable the paper-out function of most printers.  This will  allow  the userCopto print single checks without the  printer going off line because the checkC ois too short to keep the paper sensor switch depressed.   Although the paperC tout light  (if your printer is so equipped)  will signal that you are out ofC spaper,  the  printer  will  still  be  functional.   When you exit the PrintC sCurrent Check  routine,  your printer's  paper-out sensing will be restored.Cil                                                                            Cpr                                                                            C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C  PRINT ENVELOPE                               MAIN [F8]                   4.8C                                                                              C  Selecting [F8] will allow the user to print an envelope with an  address andC  return  address  if  the  corresponding check is maintained in the RecurringCusCheck  File.   The  default  envelope  information  will be that of the lastCesRecurring Check selected.  For instance, if check #15 was the last selectionCnvfrom  the  Recurring  Check  List,  pressing  [F8] would return the envelopeC iaddress information for recurring check #15.  If no recurring check has beenCischosen in the  current  Genesis  session,  [F8]  would  return  the  addressCininformation for Recurring Check #1.                                         Cs                                                                             Ck Ideally,  [F6]  would be used to recall a recurring check, [F7] to print theC  check, and then [F8] to address the envelope.                               Cto                                                                            Cs By  using  the  simple  menu  at  the  bottom  of  the  screen display, thisC  information  may be printed on an envelope, modified, or stored.  Choose [E]Catto  edit  the  address  information  and  [R]  to  edit  the return address.C aPressing  [+]  or  [-]  will  display  the  previous or next recurring checkCataddress information.  Pressing [S] will toggle the envelope size from LetterCdito Business and adjust the printing coordinates accordingly.   [Q] will quitC [Print Envelope.  Selecting [P] will print both address and return address onCntan  envelope  while  [W]  will  print the envelope without a return address.C wMake sure an envelope is in  place  and  your  printer  is  on  line  beforeC  pressing [P] or [W].                                                        ClaNEXT MENU                                    MAIN [F9]                   4.9B                                                                              B  Pressing [F9] will display the next menu.  For instance, if [F9] was pressedB  while in the Main Menu, the Maintenance Menu would be displayed.            Bhe                                                                            Bin                                                                            B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B                                                                              B  DEPOSIT SLIP                                 MAIN [Alt F1]:             4.11A                                                                              A  Selecting [Alt F1] will produce a blank Deposit Slip  screen  in  the  inputA  mode.                                                                       Ae                                                                             A  This  Deposit  Slip  is inputted in the same manner as the Check Format whenA  [F1] is used.   Genesis  'sees'  the  'D' in the deposit number and adds theAedamount  to  the  checkbook  balance instead of subtracting it as in a check.A' Using  the  Deposit  Slip,  you  can enter several deposits and Genesis willAlaautomatically  total  them  and  display this total.   When you are finishedAu inputting  your  deposit, press  [F2] to record it in the Genesis Checkbook.Ad                                                                             As Although Genesis allows you to  enter  separate amounts on one Deposit Slip,A  after they are totaled and the transaction saved,  Genesis will not save theA  separate amounts.   If you recall the Deposit Slip, using [F4] for instance,A tthe separate  Item Amounts  will  be  blank,  but  the correct total will beAalreflected.                                                                  All                                                                            A  The  easiest  way  to  add a deposit is to make a 'Deposit' slip part of theA  Recurring Check File  (see Section 4.6).   The  next time you need to make aAepdeposit, simply press [F6] to view the Recurring Check File,  and choose theAtinumber corresponding to 'Deposit'.                                          Avi                                                                            Ait                                                                            A  ALTERNATE DEPOSIT METHOD                                                4.11?                                                                              ?  Genesis will also allow you to enter a deposit, or  other  positive  amount,?  using the Check Format, [F1], if you wish.   This is accomplished  by simply? eentering a 'D' as the first digit of the Check Number field.   This  feature?ifis here for the convenience of users of  previous  Genesis versions that did?ginot  have  a  separate Deposit Format.   If use employ this method, you must? utake care to remember the  'D' or your checkbook will not balance at the end? Fof the month.   This type of error  can not occur if a Deposit Slip is used,? oas the 'D' is already in place and can not be altered.                      ?rr                                                                            ? a                                                                            ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?  BROWSE REGISTER BACKWARD                     MAIN [Pg Up]               4.12?                                                                              ?  Pressing the  [Pg Up]  key will allow the user to browse through the Genesis?  checkbook  register,  starting  with  the  last  entry  (highest transaction?l number)  and  working backward toward the first entry.  Transactions will be?  displayed  on  the screen in  groups  of  six  (6).  After  each  series  of? tsix transactions have been displayed you will be asked to  press  any key to?grdisplay the next six records, or 'Q' to quit,  in which  case  you  will  be?plreturned to the main Menu.                                                  ?or                                                                            ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?  BROWSE REGISTER FORWARD                      MAIN [Pg Dn]               4.13?                                                                              ?  This is almost identical to  Browse  Checkbook  Backward,  except  that  the?  records are viewed in forward mode.   If you wish,  a  starting  transaction?ronumber may be inputted, or the default number '1' may  be chosen by pressing?mothe [ENTER] key.  As in [Pg Up], transactions are  displayed  in  groups  of?desix.  When the user is finished browsing, or has  reached  the  end  of  the?],checkbook, he may press 'Q' to return to the Main Menu.                     ?d                                                                             ? r                                                                            ?  PREVIOUS CHECK/TRANSACTION                   MAIN [Crs Up]              4.14C                                                                              C  Pressing  the  [Crs Up]  key  will  allow  you  to  move through the GenesisC  Checkbook  one  transaction  at  a  time.   For  instance,  if there are 114Cwitransactions in the checkbook and  you  are  currently  viewing  TransactionCt Number 99,  pressing the  [Crs Up]  key  will change the screen display fromCanTransaction Number 99 to Transaction Number 98.                             C U                                                                            Cac                                                                            C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C  NEXT CHECK/TRANSACTION                       MAIN [Crs Dn]              4.15C                                                                              C  This command is similar to the Previous Check/Transaction command,  however,C  it  will  display  the  next  transaction.   For  instance, if there are 114C Ptransactions in the checkbook  and  you  are currently  viewing  TransactionCtrNumber 99, pressing the [Crs Dn] key will  change  the  screen  display fromC aTransaction Number 99 to Transaction Number 100.                            Cn]                                                                            Cac                                                                            C                                                                              C  QUIT GENESIS                                 MAIN [End]                 4.16C                                                                              C  Pressing the  [END]  key will terminate the current session of Genesis.  TheC  user  will  be  prompted with 'Exit Genesis? (Y/N)'.  If 'Y' is pressed, allCtefiles will be automatically  closed  and  the  screen will return to the DOSC'Eprompt.   Any  other key will allow you to continue this session of Genesis.Clo                                                                            Cal     WARNING!  Never  exit  Genesis by removing the disk and turning off theC       computer without first using the [END] key.   The  [END] key will closeCne     any  open  files  and  keep them from being damaged when the program isCin     terminated.                                                            Cep                                                                            C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C  BALANCE CHECKBOOK                            MAINT [B]                   5.1?                                                                              ?  Locate any interest or fees that appear on the bank statement.   These  must?  be  entered in the Genesis Checkbook using either the [F1] key for fees,  or?at[Alt F1]  for  interest.   Clearing  these transactions using Change Cleared?ckStatus, [C], as they are entered will save time during balancing.           ?ar                                                                            ?edWhen you have finished entering these transactions,  you  are ready to start?  the balance routine.  Press [B], you will be prompted for the ending balance?g from your bank statement.  Enter this amount and press the [ENTER] key.     ?],                                                                            ?erGenesis will  now  search the checkbook for checks that have not cleared the?  bank previously.   As it locates these,  Genesis  will  ask if they have now?chcleared the bank.  Select 'Y' or 'N'.  Once all items on your bank statement?eshave been cleared, you can select 'E' to end the search routine.            ?or                                                                            ?ecOnce this search routine has been finished, Genesis will advise you if  your?  checkbook  is  in  balance.   If  it does not balance, you will be shown the?eedifference  as  a  positive  or  negative amount.  Additionally, you will be?Ifshown the number, and totals, of checks and deposits that have  not  cleared?r the bank.                                                                   ?of                                                                            ?  If you did not  balance and you would like step-by-step help in locating and?  correcting the error(s), refer to Appendix A.                               ?u CHANGE CLEARED STATUS                        MAINT [C]                   5.2@ t                                                                            @  By  selecting  [C],  you  can  change  the  cleared  status  of any check or@  transaction currently displayed on the screen.                              @ c                                                                            @d                                                                             @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @  VOID A CHECK/TRANSACTION                     MAINT [V]                   5.3E                                                                              E  If you added a transaction to the Genesis checkbook and later  decided  thatE  it should be voided, select [V].  You will be asked:                        Eth                                                                            E].                        Which Transaction To Void?                          E                                                                              ETrEnter the number of the transaction that is to be marked as 'VOID' and pressE  the [ENTER] key.  You will then be asked to confirm the process.            Ect                                                                            En      NOTE:  Using [V], Void A Check/Transaction, does not actually remove orE       delete the  record  (transaction),  but rather marks the transaction asECh     void and adjusts the balances.   In this manner, when you are reviewingEsa     the register,  either by print out or the  Browse routine, you will seeEnc     the transaction marked 'VOID',  just  as  you would in a paper registerEpr     kept by hand.                                                          EOI                                                                            E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E  ADD TO RECURRING CHECK/TRANSACTION LIST      MAINT [A]                   5.4?                                                                              ?TIAny currently displayed check or other  transaction  may  be  added  to  the?  Recurring Check File by simply pressing the [A] key.  If the Recurring Check?orFile is full  (46 recurring checks or transactions),  a check or transaction? pwill have to be deleted before one may be added.  Refer to  the  Erase  From?ecRecurring Check/Transaction List instructions, if this is the case.         ? o                                                                            ?stA different check other than that currently on display may be  selected  for?  induction by use of the [F4], [Crs Dn], or [Crs Up] keys.                   ?ha                                                                            ?[C                                                                            ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?  ERASE FROM RECURRING CHECK LIST              MAINT [E]                   5.5A                                                                              AT The  [E]  key  allows  you to erase (delete) a check or transaction from theA  Recurring Check File.   After pressing the  [E]  key,  the  current  list ofAerrecurring  checks  will  be  displayed.  You will then be asked to input theAprnumber of the Recurring Check/Transaction to be deleted.  After entering theAiscorrect number and pressing the  [ENTER]  key,  the  selected  check will beATrerased from the Recurring Check List.                                       Ae                                                                             Ak      NOTE:  This will not have any  effect  on  any  of  the transactions orA       balances recorded in the Genesis Checkbook.                            A a                                                                            AGe                                                                            A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A  PRINT RECURRING CHECK LIST                   MAINT [L]                   5.6C                                                                              C  Selecting  [L]  will provide the user with a sorted list of checks and otherC  transactions  currently  in  the  Recurring Check File.   The  list  will beCheprinted  according  to  the  instructions  that  you provided Genesis in theChePrinter Setup procedure.                                                    Cns                                                                            C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C                                                                              C  PRINT REGISTER                               MAINT [P]                   5.7C                                                                              C  If you would like a printed copy of your checkbook register,  select the [P]C  key.  You will be asked:                                                    Cpy                                                                            C                         Starting Transaction Number  ____                    C                                                                              Cg Input the transaction number to start from.  The default number is '1'.  YouC  will then be asked:                                                         Co                                                                             C                         Ending Transaction Number  ____                      CTr                                                                            C  Input  the  last  transaction  number  that you want the register to  print.C nUsually this will be the last transaction  number  in the Genesis Checkbook.CtrThe default number is that of the last transaction recorded.   You will thenCwabe asked if you want to print:                                              C                                                                              Cuc                       Tax Deductible Checks Only?  (N/Y)                   C                                                                              CenSelecting  'Y'  will  cause  Genesis  to search the checkbook and select forCmaprinting  those  transactions marked  Tax Deductible.  After responding withCr either 'Y' or 'N', the register begin printing.                             C                                                                              C                                                                              C  REPLACE (MODIFY) A CHECK/TRANSACTION         MAINT [R]                   5.8D                                                                              DACIf, for some reason, you need to go back to a previously entered transactionD  and make a change, select Replace (Modify) A Check/Transaction, [R].        Dto                                                                            DacYou  will  be  asked  which  transaction  you  wish  to  modify.  Select theD  appropriate  number.   The  default  transaction number is that of the checkDracurrently displayed.                                                        Dfa                                                                            D  Genesis  will display the transaction to be changed and ask you to input theD  new information.  The old information will be the default answers.  Make theDsanecessary  changes by typing over the old entries.  If a field does not needDrmto  be changed, simply press the [ENTER] key while in that field and GenesisDvewill  accept  the  default  answer.  After all the fields have been entered,DheGenesis will resave the transaction with the new data and then return you toDswthe Main Menu.                                                              Dct                                                                            D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D                                                                              D  SIMPLE SEARCH                                MAINT [S],[S]              5.9aE                                                                              E  Selecting [S] [S] from the Maintenance Menu  will  display a check with eachE  field filled with asterisks.  Enter the information that you want to find inEnteach  field.   You  need not input the entire block of information.  GenesisEEnwill search the beginning of the selected field on all checks and return theEnptransactions  which  have  those  characters  starting  that  field.  If youEheprecede  the  data input (Payee, Memo fields only) with a caret (^), GenesisEsewill  search  for  that  string  of  characters  anywhere in the field.  ForEe,example:                                                                    Eg                                                                             E                      Payee: ^Fran****************************                E                                                                              Ean'^Fran'  would  return  'Joe Franks',  and 'Rodney Franklin', in addition toE  'Francis Jones', 'Frank Williams', and 'Francine George'.                   E                                                                              E  You can also search more than one field at a time.   That  is,  you can findE  the  check(s) made out to Mary Smith for $40.00 by inputing that informationEoninto  both  fields.   If you opt for a screen display, each transaction thatE Smeets the input criteria is  shown  and you will be prompted to enter an 'N'Eptfor  the  next  matching  transaction.  At the conclusion of the search, theEhototal  transactions  found,  the  sum  total  of those transactions, and theEsaaverage amount, will be displayed.  When this is complete, you will be askedEheif you would like the search results printed.                               EyeComplex Search                               MAINT [S],[C]              5.9b@es                                                                            @  Selecting [S] [C] from the  Maintenance Menu  will  display a check with the@  Payee and Memo fields filled with asterisks and the message:                @in                                                                            @it          Enter The Search Parameters For:                                  @  		Starting Check# ______; Ending Check#  ______                             @am		Beginning Date  ______; Ending Date    ______                             @ng		Least Amount    ______; Highest Amount ______                             @ng                                                                            @esEnter the parameters of the check numbers you would like to  search.   Enter@  the  date  in  the same manner, using the 'MMDDYY' format.  Do not enter the@ecdollar sign.  If  you  only  wanted  to  search one check#, one date, or one@, amount,  enter  it  and press [ENTER] after this first entry.  If you do not@anwish  to  enter  a  search  parameter at one of the three entry areas, press@[E[ENTER] twice.  Once you have finished these inputs and pressed [ENTER], the@racursor  will  be  placed  in the  Payee field of the check display.  You may@aventer  a  Simple  Search  in  this  field  and  the  Memo field if you wish.@he                                                                            @thWhen you have finished inputting the search criteria,  press [HOME]  and you@  will  be asked for the starting transaction number.  If you leave this blank@g and  press  [ENTER],  Genesis  will assume that you want to start the search@g from Transaction Number 1.                                                  @ w                                                                            @  CHANGE MAKER'S NAME                          MAINT [N]                  5.10@                                                                              @  Genesis assumes that the maker's signature that will appear on the bottom of@  a  check  when  it  is  signed  is  the first name that appears in the check@'sheading.   It  will  therefore  place  this name in the area for the maker's@  signature  when  the check is recorded in the checkbook.  This does not mean@  that the name will print out when the Print Check, [F7], feature is used, it@rewill not.  Your check will, of course,  have  to  be  signed  by yourself or@heanother account holder.  The inputted maker's signature does, however, serve@ cto note who wrote the check, if that becomes necessary.                     @in                                                                            @f By selecting  [Ctrl N]  the default maker's name is replaced with the second@  name that appears in the heading,  if  there  is  one.   If only one name is@fadisplayed, [Ctrl N] will toggle between that name and a blank line.         @ng                                                                            @e                                                                             @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @  FORCE BALANCE                                MAINT [F]                  5.11A                                                                              A  This  selection  will  automatically  write an adjusting transaction to yourA  checkbook to offset any difference when you are out of balance.             Aic                                                                            Aen     NOTE:  The Balance Checkbook Routine [B] must be employed before  usingA       Force Balance.  If [F] is run out of sequence, a new transaction with aAoo     zero  ($0.00) amount will be recorded in your checkbook.  Although thisA r     will not cause any harm to  the  checkbook  or the amounts and balancesA b     within it, it should be avoided.                                       Ao                                                                             AvoWhile the authors of Genesis do not endorse forcing a balance, some  people,A  and  even  some  businesses,  have a policy that allows a small error in theAo balance  to  be  adjusted by entering a new transaction without ever findingAhawhere the error occurred.   This  is  a  fast  method of balancing an out ofAntbalance checkbook,  but  it  is  not  without risk.  On occasion two or moreAislarge  errors  will  offset  each  other  and  result  in just a small totalAs difference.  This small amount would be dismissed as insignificant when,  inAacfact, there is a real area for concern within the checkbook.                A w                                                                            A c     NOTE:  If you 'force' balance, you are  displaying  implicit  faith  inA       your bank's ability to accurately  process your checks and prepare yourAan     statement.  This is something most of us just do not have.             Acu                                                                            AhiPRINT GRID                                   UTIL [P]                    6.2C                                                                              C  Genesis  must  get  acquainted  with  the  check  that  you  will  be using.C  To facilitate this process, select item [P], Print Grid.   When your printerC  is  ready,  press  any key on the keyboard and three grids will be produced.CecThe top of each grid is numbered  across  and  the left side of each grid isCthnumbered down.  The plus signs will make grid coordinate locations easier toCedfind.                                                                       C w                                                                            C  Each  of  the three grids has slightly different line spacing.  Place one ofC  your checks over the top grid.   The left edge of your check should be flushCslwith the left edge of the grid sheet.   The  top  edge  of  the check shouldC  align with the top edge of the column numbers.  Hold both the check and gridC sup to a light source such as a window.                                      C c                                                                            C wMake note of the coordinates  at  which  the  last  two  digits of the Year,C  Payee,  Numeral Amount,  Guarantee Amount,  and Memo  are  to start printingCatfrom.  These should be noted as a column number and a row number.           Cnt                                                                            Cs If you are not able to exactly align the grid with one of your  checks,  oneC  of the other two grids will probably provide better alignment.  Make note ofC athe grid number of the grid that you used.                                  Cob                                                                            Cat                                                                            C  CHECK CONFIGURATION                          UTIL [C]:                   6.3@                                                                              @  Select [C] to install the Grid Number and coordinates found with  the  Print@  Grid Utility.   To accomplish this, you must have  already  ascertained  the@ Ncorrect  grid coordinates for your checks by using the Print Grid selection,@th[P].                                                                        @yo                                                                            @  The coordinate numbers after each input question are not defaults,  but  the@  current coordinates.   Even if this is the  first  time  that  you are using@acCheck Configuration,  you  will  notice  that  there are coordinates already@ tinstalled.  To change the current settings,  press  [E]  and  enter  the new@l coordinates.                                                                @en                                                                            @  If you would  like  a  sample  check  printed  so  that  you  may  test  the@  coordinates,  make  sure  that  your printer is on line, and that a sheet of@ cpaper is in place with the  left  and  top edges at the same position that a@  check would be placed in.  Pressing [P] will print the test check.          @ft                                                                            @ssPlace one of your checks over this sample and ascertain if the  superimposed@  printing would have been at the correct places on a real check.   Should you@thwish to change coordinates press [E].                                       @e                                                                             @ssWhen you are satisfied with the coordinates that you have supplied  Genesis,@  press [Q] and you will be returned to the Utility Menu.                     @e DOS GATEWAY                                  UTIL [G]:                   6.4Arn                                                                            A  Selecting [G] will temporarily suspend Genesis and return you to  DOS.   YouA  will see your normal DOS  prompt  and  be able to execute most DOS commands.A sThis  will  make  functions,  such  as  formatting a disk, convenient by notApthaving to exit the Genesis program.                                         Asu                                                                            AgrWhen you are ready to return to Genesis, type  'EXIT'  at the DOS prompt andA  press the [ENTER] key.   You  will  be returned to the Genesis Utility Menu.Ao                                                                             Awi     NOTE:  DOS 3.0  or higher  is necessary  to  employ  the  DOS  Gateway.A       Additionally the MS-DOS file  'Command.Com' must be in the path for theACo     Dos  Gateway  to  function correctly.  If you are operating from a hardAct     drive, or from a floppy disk with the system files on a hard drive, youAh      need do nothing more.   If you booted from a floppy  system  disk,  youAu      must copy  'Command.Com'  to the  Genesis Program/Data Disk in order toA G     use Dos Gateway. Refer to Section 1.4 or 1.5 for instructions on how toA       copy Command.Com.                                                      A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A  DIRECTORY                                    UTIL [D]                    6.5A                                                                              A  Selecting [D] will allow the user to view the contents of the current  disk,A  or  subdirectory  if  a  hard  drive is being employed.   This  is useful toAsedetermine what files are present and how much disk space is still available.A d                                                                            Ant     NOTE:  The  MS-DOS  file  'Command.Com'  must  be  in  the path for theA       Directory Utility  to  function correctly.  If you are operating from aA       hard drive,  or  from  a  floppy  disk  with the system files on a hardA       drive, you need do nothing more.   If  you  booted from a floppy systemA       disk,  you  must copy 'Command.Com' to the Genesis Program/Data Disk inA       order to use the Directory Utility.   Refer to  Section  1.4 or 1.5 forA       instructions on how to copy Command.Com.                               A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A  GENERIC PRINTER CODES                                                    2.2A                                                                              A  During the printer setup process,  you  may  wish to use the  Epson  or  IBMA  Generic codes for your printer, if that is the normal default setting of theAssprinter.  For instance, if you have an Epson FX-85 that you keep in IBM ModeA, (dip switch 1-4 off),  rather  than  use  the  Epson FX-85  printer code andA hchange the printer's  dip  switch setting each time you use Genesis, you canA tuse the printer code for the IBM Generic printer.                           Atc                                                                            ABM     NOTE:  With some printers,  this may result in the loss of some printerA       functions, however.                                                    A,                                                                             A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A  CUSTOM PRINTER DRIVER                        UTIL [S],[P],[999]          2.3@                                                                              @  If you wish to design a custom printer driver  for  Genesis,  enter '999' as@  the printer code during the printer setup.   This option has  been  included@ pfor the more experienced MS-DOS user to either install a printer that is not@inlisted in the printer codes,  or to custom  configure printed material.  For@S example, if the user would rather have  printing in  bold  font  or  perhaps@orexpanded font rather than italics,  and  he  knows  the  appropriate control@hecodes, he can easily change the italics function to print in bold.   Control@iccodes are to be entered in decimal format.  Enter an asterisk (*) at the end@e of each line of codes.  For  instance,  your  printer's manual gives you the@imfollowing information for Near Letter Quality mode:                         @te                                                                            @ s     ASCII:       ESC     x     (n)       n = 0 selects Draft; 1 selects NLQ@g      DECIMAL:      27    120    (n)                                         @       HEXADECIMAL:  1B     78    (n)                                         @                                                                              @  This would be entered on the Near Letter Quality line in the format:        @  Near Letter Quality: [27] [64] [* ] [  ] [  ] [  ] [  ] [  ] [  ] [  ]      @                                                                              @eaWhen you have finished inputting  the custom driver entry screen you will be@;Creturned to the  Printer  Setup  Menu  where  you  can  make  any changes if@  necessary.  You will then be returned to the Setup Menu.                    @g                                                                             @ilACCOUNT CHANGE                               UTIL [A]                    6.6?                                                                              ?  Selecting [A] from the Utility Menu will enable you to keep multiple Genesis?  checkbooks or other accounts.  Genesis can keep track of up to ten different? Maccounts and will power up in  the  last  account  that  was in use prior to?  exiting the program.   Select one  of  the options to either Add, Delete, or?  Change an account.   At the prompt,  enter the account name to be processed.? y                                                                            ?p The  name  in  the  'Account Currently Open'  space is that of the checkbook?  currently accessible.   When  an  account,  or checkbook,  is added, Genesis? ocreates new account files with a name that you must choose.  To create a new?omaccount,  simply  press  [A],  type in the account name, and press  [ENTER].?                                                                              ?  An account does not have to be a  checkbook.   It  can  be a savings, credit?  card, or similar account.   If you create a savings account, you can use the?  Deposit to add to savings and a check to simulate withdrawal.   Credit cards?  can  be  tracked  by  using  Checks to represent charges, and Deposits for a?  credit card payment.   If you have created a new account, you may proceed to?  the Setup Menu and define new Setup Configurations for that account.        ?                                                                              ?  To change from one checkbook to another,  press  [C],  enter the name of the?  account you want to work in, and press [ENTER].  Choosing [D] will delete an?  account.  After entering an account name to delete and pressing [ENTER], you?  will be asked to confirm the deletion.                                      ?  BALANCE ASSISTANCE                                                APPENDIX A?                                                                              ?  The correct method of using the Assistance Routines that follow is to  start?  with ERROR TYPE #1 and continue through each successive Error Type until you?e have found and corrected the mistake(s) in the suggested manner.            ?e                                                                             ?isYou should be aware that there may be more than one error in your checkbook,?  and that after finding one  mistake  and  making the appropriate correction,? myour checkbook may still be out of balance.                                 ?st                                                                            ?t                                                                             ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?  ERROR TYPE #1 - CHECK AMOUNT ERROR                                APPENDIX AA                                                                              ARRAn error was made when writing  (entering)  the  amount of a check, deposit,A  fee or interest earning.                                                    A                                                                              A       1.   Starting  with  the  first  check  or   transaction  on  the  bankA            statement, use one of the  Browse Register  routines  (see SectionA f          4.12/4.13)   to  compare  the  bank  statement  amounts  with  theAf           checkbook amounts.  If you find a discrepancy,  make  a correctionApa          by one of the methods  outlined under  Amount  Correction  MethodsAIf          beginning with Appendix A.                                        As      2.   If a discrepancy is not found, proceed  to  Error Type #2.   If  aAdi          correction was made, proceed to step 3 below.                     Ano     3.   Press [B] to try balancing.                                       A p     4.   Select 'E' at the 'Y/N/E' prompt.                                 Aan     5.   If your checkbook balances, you are finished.                     A/N                                                                            Ala                                                                            A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A                                                                              A  ERROR TYPE #2 - INCORRECT CLEARED STATUS                          APPENDIX AA                                                                              AREA check or other transaction has been marked  as  cleared that is not clear,A  or vice-versa.                                                              Aas                                                                            A       1.   Select [P] and answer 'N' to  the  Tax  Deduction question.       A       2.   Enter the transaction number of the  first  check/transaction thatAr           was written after the last time you balanced your checkbook.      An      3.   Use the printer register  to make  sure that each transaction thatAe           appears on the bank statement has been cleared.                   Ast     4.   Search  for  a  transaction  that has been cleared in Genesis, butAst          does not appear on the bank statement.                            Asa     5.   If an inconsistency  appears  while  doing numbers 3 and 4 of thisAhe          section, display that transaction on the screen  (using  [F4] fromA a          the main menu) and change the check  cleared  status by using [C],At           Change Cleared Status, from the Maintenance Menu.                 Aha     6.   If no check cleared inconsistency  is found, proceed to Error TypeAs,          #3.  If a correction was made, continue to step #7 below.         Ain     7.   Press [B] to try balancing.                                       A w     8.   Select 'E' at the 'Y/N/E' prompt.                                 Aan     9.   If your checkbook balances, you are finished.                     A/N                                                                            Ala     NOTE:  One of the Browse Checkbook  routines  may  be  substituted  forA       printing the register in Step 1, if you like.                          AChERROR TYPE #3 - INCORRECT BEGINNING BALANCE                       APPENDIX AASt                                                                            ANNIf this is the first time you have used  Balance  Checkbook,  [B],  and  theA  methods outlined in  Error Types 1 & 2  did not work, then it is likely thatAhayou have made an error when calculating the beginning balance.              Aes                                                                            Alc     1.   Use the Replace (Modify) A Check/Transaction option, [R], from theA            Maintenance  Menu  to  make the correction.  When you are promptedAif          for  a  transaction  number,  enter '1'  (the beginning balance isAo           always Transaction Number 1).   Change  this  transaction  per theA n          instructions for Replace  (Modify)  A Check/Transaction  (see sec.Aum          5.8), and the instructions in step #2 below.                      Ala                                                                            Act     2.   If the difference between the reconciled amount  and the checkbookA            balance has a minus sign (-) in front of it,  lower the  beginningAtw          balance by the amount of the difference.   If  there  is  no minusAsi          sign  in  front  of  the  difference,  add  the  difference to theAt           beginning balance.                                                A t                                                                            A       3.   Your checkbook is now in balance.                                 A                                                                              Aw                                                                             A                                                                              A                                                                              A  CORRECTION METHOD #1 - TRANSACTION MODIFICATION                   APPENDIX A@                                                                              @TIThis correction is made by using the  Replace  (Modify)  A Check/Transaction@  option  to  change  the  amount of the offending check or other transaction.@ngAfter selecting [R], enter the Transaction Number of the incorrect check and@t press [ENTER].   Per  instructions  for Replace (Modify) A Check/Transaction@ T(see sec. 5.8), change the check amount to the correct figure.  After making@iothe correction  to the  incorrect  transaction in this manner, the checkbook@ckwill appear as if no error had ever been made.   If that was the only error,@ecthe checkbook will now be in balance.                                       @ e                                                                            @al                                                                            @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @  CORRECTION METHOD #2 - ADJUSTING ENTRY                            APPENDIX A@                                                                              @NGThe Adjusting Entry Method  provides  the  user with an audit trail, showing@  that an error was made and that a subsequent  correction was made.   This is@ovusually done when a  difference  is  found  in the amount of a check entered@t into the checkbook  and  the  amount  actually  written  on  the check.  For@e example,  while  balancing  your  checkbook  you  discover  that check #121,@amrecorded  in  the  Genesis Checkbook  as $79.12 was, in fact, written in the@uramount of $75.12.   Assuming that there are no other errors, you will be out@ckof balance by $4.00.                                                        @ha                                                                            @       NOTE:  If you print your checks using the  Genesis  Print Check option,@       the type of error cannot occur.                                        @ch                                                                            @ocThe  Adjusting Entry  is made by returning to the Main Menu and adding a new@  transaction,  by  use  of  [F1]  or  [Alt F1], that reflects the information@byconcerning the error as well as correcting it.  In our example, using  [F1],@] the new transaction  could  have  on the  Payee Line 'Correcting Entry', and@s '$4.00' in the Numeral Amount area, while the Memo should read  'To  Correct@veCheck Number 121'.   This would,  in effect, correct the error in check #121@arwhile providing proof  that  an error and correction had been made.  If this@d,is  the  method  of  choice,  you  will  have  to clear this Adjusting Entry@n Transaction using [C], Change Cleared Status.                               @yo                                                                            @ClCORRECTION METHOD #3 - FORCED BALANCE                             APPENDIX A@                                                                              @BAA  forced  balance  can  be  accomplished  by creating an adjusting entry to@  offset the out of balance difference.   If  you  wish  to  force  a balance,@ccGenesis will do this automatically for you by using  [F], Force  A  Balance,@erfrom the Maintenance Menu.                                                  @al                                                                            @       WARNING:  See Section 5.11 before proceeding.                          @                                                                              @1                                                                             @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @                                                                              @       SUBJECT                       MENU, KEY               SECTION                                                                                          Account Change                     Util  [A]                  6.6           7  Add A Checkbook                    Util  [A]                  6.6           7  Add To Recurring Check List        Maint [A]                  5.4           (  Alternate Deposit Method                                     4.11           !  Assistance, Balance                                         App A           8                                                                                Backup Data                        Util  [B]                  6.7           G  Balance Assistance                                          App A           8  Balance Checkbook                  Maint [B]                  5.1           %  Balance Correction Method #1                                App A           <  Balance Correction Method #2                                App A           =  Balance Correction Method #3                                App A           >  Balance Error Type #1                                       App A           9  Balance Error Type #2                                       App A           :  Balance Error Type #3                                       App A           ;  Balance, Force                     Maint [F]                 5.11           0  Beginning Balance Method #1                                   3.1             Beginning Balance Method #2                                   3.2             Beginning The Checkbook                                       3.0             Browse Register                    Maint [Pg Up/Dn]     4.12,4.13           "                                                                                                                                                                   SUBJECT                       MENU, KEY               SECTION                                                                                          Change A Check/Transaction         Maint [R]                  5.8           ,  Change Account                     Util  [A]                  6.6           7  Change Checkbook                   Util  [A]                  6.6           7  Change Cleared Status              Maint [C]                  5.2           &  Change Maker's Name                Maint [N]                 5.10           /  Check Configuration                Util  [C]                  6.3           2  Check Format Setup                 Util  [S],[P]              2.2             Check Heading                      Util  [S],[I]              2.1             Check Register Format              Util  [S],[P]              2.2             Check Register, Print              Maint [P]                  5.7           +  Cleared Status Change              Maint [C]                  5.2           &  Code, Printer                      Util  [S],[P]              2.2           
  Color Setup                        Util  [S],[C]              2.4             Complex Search                     Maint [S],[C]              5.9           .  Configuration, Check               Util  [C]                  6.3           2  Custom Printer Driver              Util  [S],[P],[999]        2.3           6                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           SUBJECT                       MENU, KEY               SECTION                                                                                          Default Check/Transaction          Main  [F3]                 4.3             Delete A Checkbook                 Util  [A]                  6.6           7  Deposit, Alternate Mathod                                    4.11           !  Deposit Slip                       Main  [Alt F1]            4.11              Directory                          Util  [D]                  6.5           4  Disk Drive(s) Setup                Util  [S],[I]              2.1             DOS Gateway                        Util  [G]                  6.4           3                                                                                End Genesis                        Main  [End]               4.16           $  Envelope Format                    Util  [S],[P]              2.2             Envelope, Print                    Main  [F8]                 4.8             Envelope Setup                     Util  [S],[P]              2.2             Erase From Recur Check List        Maint [E]                  5.5           )  Escape Key                         Any   [Esc]                3.5                                                                                           Fast Screen Update                 Util  [S],[I]              2.1             Force Balance                      Maint [F]                 5.11           0                                                                                Grid, Print                        Util  [P]                  6.2           1  Generic Printer Codes                                         3.2           5                                                                                Heading, Check                     Util  [S],[I]              2.1                  SUBJECT                       MENU, KEY               SECTION                                                                                          Initial Setup                      Util  [S],[I]              2.1             Information Line                                              3.4             Increment Date                     Main  [F5]                 4.5                                                                                           Maker's Name Change                Maint [N]                 5.10           /  Memo Field                                                    5.9           I  Modify A Check/Transaction         Maint [R]                  5.8           ,  Multiple Checkbooks                Util  [A]                  6.6           7                                                                                New Check/Transaction              Main  [F1]                 4.1             Next Check/Transaction             Main  [Crs Dn]            4.15           #  Next Menu                          Any   [F9]                 4.9                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              SUBJECT                       MENU, KEY               SECTION                                                                                          Paper-Out Sensor                                              4.7             Password                           Util  [S],[I]              2.1             Previous Check/Transaction         Main  [Crs Up]            4.14           #  Print Check Register               Maint [P]                  5.7           +  Print Current Check                Main  [F7]                 4.7             Print Envelope                     Main  [F8]                 4.8             Print Grid                         Util  [P]                  6.2           1  Print Recurring Check List         Maint [L]                  5.6           *  Printed Check Format               Util  [S],[P]              2.2             Printer Driver, Custom             Util  [S],[P],[999]        2.3           6  Printer Code                       Util  [S],[P]              2.2           
  Printer Setup                      Util  [S],[P]              2.2           	                                                                                Quit Genesis                       Main  [End]               4.16           $                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       SUBJECT                       MENU, KEY               SECTION                                                                                          Record Check/Transaction           Main  [F2]                 4.2             Recurr Check List, Add To          Maint [A]                  5.4           (  Recurr Check List, Erase From      Maint [E]                  5.5           )  Recurring Check List Format        Util  [S],[P]              2.2           
  Recurring Check List, Print        Maint [L]                  5.6           *  Recurring Check Selection          Main  [F6]                 4.6             Register, Print                    Maint [P]                  5.7           +  Registration Number                Util  [S],[I]              2.1             Registration                                               Pg. xi             Replace A Check/Transaction        Maint [R]                  5.8           ,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               SUBJECT                       MENU, KEY               SECTION                                                                                          Search                             Maint [S]                  5.9           F  Search, Complex                    Maint [S],[C]              5.9           .  Search, Simple                     Maint [S],[S]              5.9           -  Select A Recurring Check           Main  [F6]                 4.6             Serial Number                      Util  [S],[I]              2.1             Setup, Color                       Util  [S],[C]              2.4             Setup, Disk Drive(s)               Util  [S],[I]              2.1             Setup, Envelope                    Util  [S],[P]              2.2             Setup, Initial                     Util  [S],[I]              2.1             Setup Menu                         Util  [S]                  2.0             Setup, Password                    Util  [S],[I]              2.1             Setup, Printer                     Util  [S],[P]              2.2           	  Setup, Registration                Util  [S].[I]              2.1             Simple Search                      Maint [S],[S]              5.9           -  Single Entry Accounting                                       5.9           H                                                                                Transaction Display                                           3.4                                                                                           Use Default Check/Transaction      Main  [F3]                 4.3                                                                                           View A Check/Transaction           Main  [F4]                 4.4             Void A Check/Transaction           Maint [V]                  5.3           '  SEARCH                                       MAINT [S]                   5.9E                                                                              E  Selecting [S] from the Checkbook Maintenance Menu will provide the user withE  two powerful methods of searching the  Genesis  Checkbook.   The screen willEokdisplay:                                                                    Ein                                                                            E                      [S]imple Search                                         E                      [C]omplex Search                                        Eea                                                                            ESeEach of these will be discussed separately.   Refer to the  appropriate HelpE  Screen                                                                      Ed                                                                             E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E                                                                              E  BACKUP DATA                                  UTIL [B]                    6.7?                                                                              ?  Pressing [B] from the  Utility Menu  will allow you to  backup your  Genesis?  Checkbook Data.   These data files can be put on either hard drive or floppy? Mdrive, as the user wishes, simply be designating the path.  For instance, if?ilyou wanted to backup  your  data onto a  floppy disk in  Drive A,  you would?plenter  'A:'  at  the  prompt  'Enter Destination Drive And Path For Backup'.?ta                                                                            ?'EIf, for example, the data was to be backed up on a  subdirectory of  Drive C?  named 'GENDATA', you would enter 'C:\GENDATA' at the prompt.                ?to                                                                            ?erAfter  designating the correct path, and pressing the  [ENTER] key, the name?  of each file will be displayed as it is copied.                             ? p                                                                            ? a                                                                            ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?                                                                              ?  SINGLE ENTRY ACCOUNTING                                                 5.9cE                                                                              E  With a little prior planning,  the Memo Field of a check used in conjunctionE  with either the  Simple or Complex Search  abilities of  Genesis can provideE tthe  user  with  a  form  of Single Entry Accounting.  By planning a list ofEplcategories for checks to be classified in,  reports  on those categories canEinbe created by using the print feature of the Search Routines.               Eas                                                                            EfeFor example, you are going to set up a home budget with Groceries, Gasoline,E  Telephone, Rent, Insurance, Clothing, and the like.   Each  time you write aEsecheck for one of the budget bills,  the  corresponding  budget  category  isEotentered on the Memo line either by name, number, or other symbol.  This willEllallow you to gather information concerning that category by using one of theEr Search Routines.                                                            En                                                                             E  For example, you have been using 'TELE' in the Memo field for checks writtenE  to the phone company,  and you now want to know the total amount and averageEngphone  bill  for  a  six-month  period  from  May to October of 1989.  UsingE nComplex Search,  you would define the  Beginning Date as  '050189'  and  theE  Ending Date as '100189'.   'TELE'  would  be inputted in the Memo field.  InEinthis  fashion,  a  total  and average for this category within the specifiedE  dates would be very easily retrieved.   Using  the  print  function  of  theEavSearch  Routine  will  additionally  provide  the  user  with  a register ofEriindividual checks to the phone company within the given dates.              EnaMEMO FIELD                                                              5.9cB c                                                                            B  With a little prior planning,  the Memo Field of a check used in conjunctionB  with either the  Simple or Complex Search  abilities of  Genesis can provideB tthe  user  with  a  form  of Single Entry Accounting.  By planning a list ofBplcategories for checks to be classified in,  reports  on those categories canBinbe created by using the print feature of the Search Routines.               Bas                                                                            BfeFor example, you are going to set up a home budget with Groceries, Gasoline,B  Telephone, Rent, Insurance, Clothing, and the like.   Each  time you write aBsecheck for one of the budget bills,  the  corresponding  budget  category  isBotentered on the Memo line either by name, number, or other symbol.  This willBllallow you to gather information concerning that category by using one of theBr Search Routines.                                                            Bn                                                                             B  For example, you have been using 'TELE' in the Memo field for checks writtenB  to the phone company,  and you now want to know the total amount and averageBngphone  bill  for  a  six-month  period  from  May to October of 1989.  UsingB nComplex Search,  you would define the  Beginning Date as  '050189'  and  theB  Ending Date as '100189'.   'TELE'  would  be inputted in the Memo field.  InBinthis  fashion,  a  total  and average for this category within the specifiedB  dates would be very easily retrieved.   Using  the  print  function  of  theBavSearch  Routine  will  additionally  provide  the  user  with  a register ofBriindividual checks to the phone company within the given dates.              Bnally  provide  the  user  with  a register ofBri