RISC DISC 1/RISC_DISC_1.iso/commercial/acp/profesnal/Help

Text File | 1994-10-06 | 14KB | 261 lines

                  Enterprise Professional and PayMaster

               For more details or to purchase contact ACP Ltd
                  PO Box 319, Lightwater, Surrey, GU18 5PW
                   Tel: [phone]  Fax: [phone]

Enterprise Professional consists of a range of computer programs
covering accounts, stock control, payroll, and the printing of
labels and letters for mailshots. Each section is known as a
'module' and they build together to form a powerful yet a very
easy to use range of business computer software. This demonstration
program includes the payroll module, known as PayMaster

Specification

Enterprise Professional requires RISC OS 3.10 or greater.

USING THE DEMONSTRATION PROGRAM

This file is in the form of a tutorial that will explain how to
start up the system and will demonstrate the methods used to access
the many facilities, with some examples of the multi-tasking
operations. To run the program, double click on the !Entprise icon.

STARTING THE SYSTEM

To start the program, click on the !Entprise icon on the icon bar. The
Working date dialogue box is displayed.

The Working date is used as the standard date throughout the system.
This can today's actual date, but other dates can also be used. Once
set, items can still be entered with a different date if the need
arises. For this example, just click on OK and the Enterprise
Control Panel will be displayed.

The Control Panel displays the modules that are present and provides
access to the facilities in each module no matter how many, or how few
modules are in use, The Control Panel shows the name of the company
that owns the system together with the Batch number and the Working
date. The Control Panel displays the modules that are available on the
demonstration program. The accounts modules consist of the Sales Ledger,
Purchase Ledger, Nominal Ledger and Stock Control. The Mailer module
provides a database program and mailshot facilities.

In this example, we will use the Sales Ledger to send out an Invoice.
To see the way that items are selected, move the pointer over the
Sales picture and click select. A menu entitled Sales will appear. A
menu of this type will appear by clicking on any of the pictures in
the Control Panel.

Move the pointer down the menu to the word Transactions. Move the
pointer to the right and the Transactions menu will be displayed.
Click on the Invoice option. The menu disappears and the Invoice
dialogue box appears.

There is a range of facilities to allow a particular account to be
selected. If the account number is known then enter it and press
Return. The account name and address will then be displayed as we see
here. It is possible to move through the accounts by clicking on the
browse arrows. Click on the browse right arrow to move to the next
account and then left arrow to move back to the first account.

It is also possible to search for an account by name. First, delete
the account number and press the down arrow to move the caret down to
the name box. Delete the current name, type "smith" and press Return.
The system will search through the account names and display the first
name that matches. The system will match a name where any part of the
name agrees e.g. Mr Smith, Smith & Sons, and The Blacksmith, regardless
of capital letters. If the required account is not displayed then click
Find and the system will continue the search for the next name to match.

Entering an Invoice

Having selected the customers account, press Return and the caret will
move to the Nominal box. This allows sales for various departments or
areas of the business to be allocated to different Nominal Ledger
accounts by using the search and browse facilities. In this example
just press Return. The next automatic Invoice number is displayed
here, but Invoice numbers can be entered manually if required. In the
next box, a customers Order number can be entered, followed by a Job
number and the Invoice date.

Click in the Code column in the body part of the invoice. Type ABC123
and press Return. The details of an item from the Stock Control
system will be displayed. The quantity sold and any discount can be
entered. The details displayed can be altered if required. Without
Stock Control, the details of the stock sold would be entered by hand.

Move on by pressing Return until the caret is in the description
column on the next line. Type the description of some work done. Keep
typing even when the column is full, and the column will 'word wrap'
and move down. Press Return when the description is finished. Enter
any other items required on the Invoice and click OK. A print/save box
is then displayed. (see Printing, below).

Multi-tasking

The multi-tasking facilities of Enterprise Professional mean that it
is not necessary to abandon a partly finished operation in order to
do something else. Click on the Sales picture to display the Sales
menu and select Edit accounts. This is used to create new accounts
and to alter the details of existing accounts. Let us assume that
there is an urgent need to change the rate of VAT.

Click on the Maintain picture to display the Maintain menu. Now click
on the Edit VAT rates option. This opens the VAT rates dialogue box
and the rates can be altered. This is an extremely useful facility.
For example, while entering an invoice, it is realised that the
customer has moved, and the new address has not been entered. There is
no need to abandon the partly completed invoice. Edit accounts can be
selected, and the new address can be entered. The invoice will remain
on the screen, and can be completed.

Similarly, while a Nominal Ledger transaction is being entered, a bill
outstanding in the Purchase Ledger must be checked. The Purchase
Ledger account can be viewed, and the Nominal Ledger transaction
completed later.

Printing

Any report or printed document will display a Print/Save dialogue box.
To print a document either drag the text icon to a RISC-OS printer
driver, or click on the Print button. To save the document as a text
file, drag the text icon to a directory viewer. To view the document
on the screen, click on the Screen button and a window will display
the report on the screen.

The document can also be viewed on the screen using the !Edit
application. Before selecting the report, run the !Edit application.
Drag the text icon from this box onto the !Edit application on the
icon bar. The report will be displayed. This principle can also be
used for other applications, e.g. drag to DTP and add styles before
printing.

Follow the principles of this example to examine the other modules.
This demonstration disc is a fully working program with two
exceptions. Firstly, nothing will be saved onto the disc. The disc
contains sample data files and the information from them will be
displayed where appropriate, but no changes and no new items such as
invoices will be saved.

Secondly, the print routine will only print a selection of sample
documents. When any print option is selected from any reports menu or
from an Invoice, the invoice that has been created on the screen WILL
NOT be printed. As this program is for demonstration only, it is only
possible to print the sample invoice stored on the disc.

PayMaster

This is a payroll program recording the details of the
organisations employees and the payments made to them. The program
calculates Tax and National Insurance deductions and prints payslips.
The details of each employees wages or salary are stored. Additional
personal information and job details such as position held and holiday
entitlement are also stored. The program caters for various types of
weekly and monthly pay periods, for salaried and casual staff, both
full time and part time. Standard rates of pay and overtime can be
defined for particular jobs, and an employee can be allocated a
standard rate. When the rate is changed, only one single change needs
to be made to update all staff on a particular rate of pay. Standard
additions and deductions can also be set up for items such as union
dues or commission and bonuses. These will be automatically included
on each payslip when appropriate. Alternatively, individual employees
can have their own particular pay rates. In either case specific
additions and deductions such as overtime and expenses can be listed
for each employee. An alternative method of payment involves the use
of timesheets. Rather than provide a fixed rate of pay for an
employee, a timesheet can be placed on file from time to time. This
could be daily or weekly, or it just be on those occasions when a
casual employee was at work. The timesheets can be viewed on screen at
any time and printed out. When the payroll is run, the program
automatically totals all the timesheets on file for the relevant
period and calculates the payments due. When the time comes for the
wages to be paid, the employees payslips can be checked on the screen
if desired. The payroll run processes the payments made to them, it
automatically calculates the Tax and NI amount and prints payslips. A
wide range of user defined reports can be seen at anytime and give
access to the employee and payroll details. These include the
employers reports on the amounts of Tax and N.I. deducted and cover
Inland Revenue requirements.

When a new employee is taken on, their details are entered to the
module using the Edit employee option from the PayMaster menu. This
can include their name and address and their job details, such as
position held and the date they joined and holiday entitlement. It
also stores the details about their pay rates and the payments made to
them. Each employee is given an employee number which can be allocated
by the user or set automatically by the program. Once the employee has
been entered, two types of payment methods are available in the
program. The method of payment must be chosen for each employee, and
the types of payment available will depend on this choice. The first
type of employee is known as Salaried. This type of employee works a
regular amount each week or month, and receives a regular amount of
pay. The alternative type of employee is known as Non-salaried. A
non-salaried person does not necessarily mean part time, it just means
that they earn a different amount each week. This could be full time
or part time. The operations are as follows:

Salaried - These employees have the details of their regular salary
entered in the Edit employee, Pay box. No further entries are required
for these employees and they will be paid this amount regularly each
month automatically when the payroll run is done. If anything should
change, a salary adjustment is entered allowing items such as
overtime, or any deductions to be added to their regular salary.

Non-salaried - These employees can still have a regular payment
entered to the Edit employee, Pay box. This would be what they usually
earn, but the difference with non-salaried people is that they will
not be paid ANYTHING until a Timesheet is put on file. Every day, week
or month, as appropriate, a timesheet MUST be placed on file for the
period they have worked. The standard pay will be shown as the default
on the timesheet, but the actual number of hours/days etc worked must
be shown. When the payroll run is done, the timesheets are totalled to
calculate the amount to be paid.

All the entries of actual payments to employees and the handling of
payslips and the payroll run done using the Transactions option from
the PayMaster menu. The Timesheets are entered here. These must be
entered for all Non-salaried type employees who have worked during the
period. The Timesheets can be files for any combination of periods,
e.g. a Timesheet could be placed on file daily and the employee paid
weekly, or a Timesheet filed every week and the employee paid monthly.
For Salaried type employees Salary adjustments can be entered here.
Although the Salaried employees are paid the same amount each week or
month, any amendments or alterations to the regular salary must be
entered as a Salary adjustment. This would include overtime, bonuses
or commission, or any deductions. The payslips for each employee can
be checked at any time using Check payslips. This can be done at any
time during the period to see how much is owing to an employee. At the
end of the period, the payslips can be checked to ensure that the
correct amounts are paid to each employee and that nothing has been
omitted. The Payroll run is then performed. This totals the pay for
each employee, calculates the associated figures such as pension, Tax
and NI. The details of the payments and deductions are recorded and a
payslip can be printed out. A separate All payslips option can be used
to print or reprint the payslips at a later date, and a Coin analysis
is provided.

The Tax & NI option provides a number of dialogue boxes where the Tax
and NI bands and rates are stored. the information can be viewed at any
time if there is a need to check these figures. The figures can be edited
in these boxes. A product Support Contract is available that provides
an audate to the Tax and NI figures whenever they change, and also
provided unlimited telephone hotline support.


NOTE: The Final accounts module requires a password which is 5780

   Each module that makes up Enterprise Professional can be bought
                    individually for £79.95 + VAT
                      Mailer costs £49.95 + VAT

         The complete system comprising Sales, Purchase, Nominal,
            Stock Control and Mailer costs £279.00 + VAT

                     PayMaster costs £199.00 + VAT

              For more details or to purchase contact ACP Ltd
                 PO Box 319, Lightwater, Surrey, GU18 5PW
                  Tel: [phone]  Fax: [phone]