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CHARGING.TXT
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* * * My Little Realm, v2.5 * * *
- Charging -
____________________________________________________________________
General Information
____________________________________________________________________
Important
Charging is protected by copyright. It is not freeware, and it is
not in the public domain.
This is the evaluation version of My Little Realm's Charging. It
is a full-featured, fully functional program. You are welcome to
try it on your computer to ensure that it functions on your system
as it should, and that it meets your individual needs. If after
30 days you decide to keep using Charging, you must pay for the
program. To print an order form, press <$> in the Options Window.
The registered version of Charging comes with a Review program and
a menu driver. The Review program allows you to view your credit
card file in a scrollable window, query the file, and generate a
year-to-date summary for all of your credit cards. Review is a
powerful complement to your Charging program. The menu driver
includes a documentation viewer, screen saver, and memory resouce
function.
Bonus! Get one MLR stand-alone program free with your order.
Read DESCRIBE.TXT for details. This offer ends 12/31/94.
My Little Realm Enterprises stands behind all of its products with
a 90-day money back guarantee.
Thank you for trying Charging!
____________________________________________________________________
Introduction
Keeping records may not be fun, but it is important to the
maintenance of a well run realm. To that end, Charging has removed
as much of the tedium of data entry as is feasible while maintaining
the accuracy and completeness today's realm requires.
When you run Charging, it builds the charge card screen and
generates the Viewing Window which contains the Quickeys and their
corresponding credit card names, the amounts outstanding for each
account, and the total amount outstanding for all accounts. It
then deposits you in the Options Window. From that vantage point,
you can choose which task you wish to perform, be it entering new
charges, paying off old charges, changing the contents of a record,
printing out your records or deleting old records.
Throughout your processing tasks, the Viewing Window is constantly
monitored and updated as you add to, update and change your credit
card file. So, if you ever need to know what your plastic debt is
at any given moment, you have but to up bring Charging.
____________________________________________________________________
The Interface
Windows.
Charging's screen consists of three types of windows: a Working
Window, a Viewing Window, and an Options Window. If you are using
a color monitor the Viewing Window is always green, the Working
Window red and the Options Window blue.
You select processes (like creating or changing a record) in the
Options Window. You create records in the Working Window, and you
find your Quickeys in the Viewing Window.
----------------------------
Extended processing options.
Several processing tasks, called extended processing options or
EPO's, are not listed in the Options Windows, because they are
functions that only occasionally need to be performed. EPO's are
used to "extend" a program's power and functionality.
To find out what EPO commands are employed by Charging, enter <?>
(the question mark) in the Options Window. The EPO's of Charging
are defined at the end of this document.
----------------------------
Quickeys.
The Quickeys in Charging give you single key access to the names of
your credit cards. Enter the names of your credit cards once and
forget about typing them in ever again.
____________________________________________________________________
Getting Started
Note: Press <#> (the pound sign key) in the Options Window to
switch between color and black/white modes.
The very first thing you'll want to do with Charging is make the
program uniquely yours. To do that, you will probably have to
change some of the default credit card names and Tax codes that
come with the Charging program.
Gather all of your credit cards. After you start Charging, enter
the backslash, <\>, in the Options Window to start the Change
Quickeys function. (It's one of the EPO's for this program.)
Charging will ask which Quickey you want to change. Enter the
Quickey and your cursor will appear in the Viewing Window. If you
merely want to delete one of the default credit card names, press
<delete> and then <enter>, otherwise key in the name of your credit
card and then press <enter>.
If you mistakenly press the wrong Quickey, press <esc> while your
cursor is in the Viewing Window and Charging will resurrect the old
credit card name.
After you've entered all of your credit card names, press <esc> to
advance to the next phase of this function, sorting your Quickey
names. If you've made letter assignments for your credit card
names (that is, if you've associated Quickey A with American
Express, D with Discover, and so on), tell Charging that you do
not want your Quickeys sorted. Otherwise, if you have more than
three or four credit cards, sort them. You'll find it easier to
spot the credit card name you're after if the list is in
alphabetical order.
The last phase of the Change Quickeys function is the Tax codes.
These categories are generally used for tax deductions, but can be
used to tally anything (like part-time income, home expenses, gas
expenses, etc.). If you're just starting out with Charging, you
might want to put this section off until you've had a chance to
think about how best to utilize these four categories.
After you have set up the Tax codes the way you want, press <esc>
one last time to return to the Options Window. And you're all set!
To begin entering records, press <1> in the Options Window to
start the Enter New Charges function. Charging will ask for the
Quickey of the charge card whose record you are entering. Then
simply enter the date, amount, Tax Code and memo. The Tax Code
and Memo fields are optional entries and can be skipped by pressing
<enter>.
After you've entered the memo, Charging creates the record and
returns the cursor to the top of the Working Window expecting you
to create record. If you have no more charge receipts to enter,
press <esc> to return to the Options Window.
While the above instructions will get you started, specific details
and examples follow in the section called Program Information.
Charging is a powerful system that can do a lot for you, but you
have to know how to make it work properly to get the most out of
it. Please read the rest of this documentation carefully.
Exiting Charging.
If you've made changes to your credit card data file, Charging will
so notify you when you attempt to return to your operating system
and ask if you want to save the changes. You will almost always
respond with <Y> or <enter> to save the changes. If, for some
reason, you do not want to save the changes, press <N>. Following
either response, you'll be returned to DOS. If you press <esc>,
Charging will instead return you to the Options Window from where
you can resume processing.
Why would you ever want to not save changes? Home programs must
take into account the unwanted help of children who occasionally
get into a program and wreak havoc. Should you find that someone
you love is "helping you" with Charging, don't get angry. Just
exit the program and don't save the changes.
____________________________________________________________________
Program Information
____________________________________________________________________
One of the marvelous aspects of Charging is that it immediately
tells you how much you have outstanding on each credit card and
the total outstanding for all of your cards. You don't have to
request the information, it's already on the screen when you start
up the program. The amounts are updated as you enter new charges
and refunds, and pay off your existing bills.
You have four processing activities at your disposal in the Options
Window of Charging:
________________________________________________________________
| |
| Options Window -- Selection: __ |
| |
| 1 Enter New Charges 2 Pay Old Bills 3 Change 4 Print/Delete |
|________________________________________________________________|
There are also several EPO's available. See the section entitled
Extended Processing Options described at the end of this document.
+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
+ There is a shortcut entry to option 1 (the Enter New +
+ Charges function). When in the Options Window, if you +
+ want to enter New Charges, simply press the Quickey for +
+ the first charge you wish to enter. By doing so, you +
+ automatically enter the New Charges function and enter +
+ your first Quickey at the same time. +
+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
____________________________________________________________________
Option # 1, entering new charges.
To process a new entry (either charge or refund), choose 1, the
New Charges option (or use the shortcut method described in the
preceding paragraph). There are five fields to every record if
you have made use of the Tax codes; four if you've deleted them.
You can abort a New Charge entry at any time by pressing <esc> in
any field, and no record will be created. To return to the Options
Window after entering one or more charge records, press <esc> when
the cursor is in the Credit Card Key field at the top of the
Working Window.
Note: When entering new records in the Working Window, you can
switch from one field to another by using the up and down arrow
keys. Hence, if you're entering the memo for a record and you
notice that you've entered the amount incorrectly, press the up
arrow to return to the Amount field. Reenter the amount and press
the down arrow to return to the Memo field to finish the record.
~ Field Definitions ~
- Credit Card Key field (single character entry, required).
Charging will position the cursor at the top of the Working Window
after the Credit Card Key field label at which point you enter the
Quickey of the appropriate credit card. Each charge record
requires its own Quickey entry.
After you've input a Quickey, Charging will verify your selection
by printing the credit card name in the Verification Box directly
below the Credit Card Key field label. If you enter a wrong albeit
acceptable Quickey, press the up arrow to return to the Credit Card
Key field. Then enter the correct Quickey.
You do not have to enter your new charge receipts in any particular
order, so there is no need to sort them by charge card or even by
charge (debit) and refund (credit).
If you have not made use of all thirteen Quickeys you will notice
that Charging does not illuminate those that are unused. On color
monitors the active Quickeys are those displayed in bright yellow,
on monochrome monitors the active Quickeys are listed in bright
white. The inactive Quickeys are displayed in standard white
print on both types of monitors, making them appear grayed.
Should you select an inactive Quickey when at the Credit Card Key
prompt, Charging will tell you that you have chosen an illegal
Quickey and ask for another. If you attempt a shortcut entry from
the Options Window by pressing an inactive Quickey, Charging will
simply ignore the keypress.
___________________
- Date field (required).
After Charging gets a valid Quickey it displays the current date in
the standard American format mm/dd/yy. You can make changes to the
proffered date, or if it is correct, press <enter> or the down
arrow to accept it.
Charging will accept dates for the current month and the two
previous months, so you have at least two months and as long as
three to enter your charging records. Charging will not let you
enter future dates.
Note: The Credit Card System checks your computer's date when you
start Charging. If it suspects the date is incorrect, it asks
you to set the date before running the Charging program.
___________________
- Amount field (must be less than $10,000, required).
Charge amount entries must be positive amounts less than ten
thousand dollars. Do not enter dollar signs or commas, just the
numbers and the decimal point if it is necessary.
What if the amount is a refund (credit)? The <enter> key is a
toggle (i.e., a switch if you will) between the two amount fields
you see in the Working Window as long as neither field has an
amount in it. To get a feel for this capability try switching
between the two fields before you enter an amount ... just press
<enter> a few times while Charging is expecting an amount from
you. You'll see the cursor jump from the Charge field to the
Refund field and back again.
___________________
- Tax Code field (single character, optional)
Enter the number of the Tax code, if relevant, or press <enter> if
you want to skip this field. If you have deleted all of the
default Tax Codes and haven't defined any of your own, this field
will not appear in your Working Window.
When Charging comes to this field, it displays a field prompt of
your Tax codes at the bottom of the Working Window . If you
created three categories consisting of gasoline, charity and
business expenses, they would appear as:
1 Gasoline 2 Charity
3 Bus. Exp. 4
To tag a charge card record as an expense, for example, press <3>
when you're in the Tax code field. If you have undefined Tax
codes (as selection 4 is), Charging will not let you enter them.
You can use your Tax codes to track any kind of credit card
expense, be it groceries, gasoline, professional expenses,
whatever. Tax code amounts are tallied on a given year which
makes them useful if you're keeping track of your yearly
expenditures on any of the aforementioned items.
If you wish to change Tax codes in mid-year, be sure you use the
<+> EPO to reset the Tax codes you want to change. For example, if
you had set up Tax code 1 to be business expense and later that
same year you decided to change it to charity, you would have to
reset Tax code 1 to blank before making the change. Otherwise,
all of those records with a Tax code of 1 which were business
expenses would be included with your new Tax code records that are
charitable deductions. Refer to the section entitled Extended
Processing Options at the end of this document for more information
on the <+> EPO.
________ _________
Special projects and the Tax codes
If you find yourself facing a large project for which you want to
track the costs, make one of the Tax codes "Projects". Let's say
you're planning to build a deck in the backyard, and you want to
keep track of the expenses, so you make Tax code 4 "Projects" (or
"Deck", if you wish). Then whenever you charge something related
to the deck project, you simply tag that record with Tax code 4.
In this way you can monitor your deck expenses.
Note: If you are also using My Little Realm's Checking
program, you'll notice that it and Charging share the
Tax Code file. So, if you purchase something with a
check, you can tag it with the "Projects" Tax code as well.
To move on to the next project you have to clear all of the records
that have a 4 in the Tax Code field. You can either go in and
manually change all of those records (using the Change function),
or, when in the Options Window of Charging, press <+>, which
invokes the Reset function. It resets the Tax Code field of all of
the records with the Tax code you specify to blank. It affects
only those records that have a current year date.
___________________
- Memo field (20, optional).
General Use.
The Memo field, while optional, is nonetheless extremely useful for
a number of reasons. For example, if several members of the realm
have the same charge card, identifying the person who made a charge
can be beneficial should questions about the purchase arise later.
In other ways, the Memo field can be used to identify the store
where a purchase was made in the event a general card (like
Discover, VISA, or MasterCard) was used.
The Memo field is also handy if you purchase a product that is
covered by an extended warranty offered by the credit card issuer.
Numerous charge card companies now offer to double a manufacturer's
warranty if you charge an item on their cards. Use Charging's Memo
field to make a note of the warranty's expiration date, in addition
to the item purchased.
<+> Command.
If you plan to use Tax codes, described above, you can use the Memo
field to deduct a portion of the charged amount that is not
relevant for that category using the <+> command.
If one of your Tax codes is for business expenses, and you charged
a purchase of business items and a personal item, you must deduct
the cost of the personal item from the total amount of the charge.
This is what the <+> command does. It tells Charging to deduct a
certain amount, called an overage, from the amount of the charge.
Note: The IRS tends to frown on mixed
purchases. It is always better to pay
for business expenses separately.
<+> Command Example.
Let's say you bought some business items that cost $135.48 and a
personal item for $45.40. On that record's Amount (charge) line
you would enter 180.48 (the total amount of the charge), and on the
Memo line you would enter:
Memo: +45.4 birthday gift
which tells Charging that it should subtract that amount, $45.40,
when it calculates the Tax totals. [Note: The remainder of the
Memo line (birthday gift) is informational.]
When you run the Tax Summary function, you'll find out exactly how
much you spent on business expenses because at the end of the Tax
Summary Report the final tabulations are listed in this fashion:
Groceries Bus. Exp. Bus. Inc. Charity
Tax totals: $2500.36 $650.55 $0.00 $1002.00
Less deductions: $430.00 $45.40 $0.00 $0.00
Final results: $2070.36 $605.15 $0.00 $1002.00
From the final tabulations you can see that the business expenses
totaled $650.55, but that $45.40 (the price of the personal item)
was deducted from that total.
Note: If a record does not have a Tax code (i.e., the Tax code
field is blank), Charging ignores any <+> command that
appears on that record's Memo line.
__________
To be sure you are getting the deductions you want, run the Tax
Summary function (option 4, selection 3). In addition to the
credit card name and the record number, Charging will print the
Memo line in toto and, in parentheses, any valid Memo line amount
it finds.
If you aren't getting an amount in parentheses when you expected
one, you have probably entered the Memo line amount incorrectly.
If so, you can use the Change function in the Options Window to
correct the record. Remember, the record numbers appear on the Tax
Summary Printout so you can go directly to the records in question
if you need to make any changes. (Refer to Option # 4, Selection
# 3, Print Tax Summary Report, below, for more information on the
Tax Summary function.)
Memo line amount rules summary:
1. Amount must immediately follow a plus sign (+)
2. Amount must be followed immediately by a space
3. Amount can appear anywhere on the line, along with
other notes you wish to append
4. Amount must be less than $1,000.00
5. Amount must be a positive number
6. Only one amount on a Memo line
7. Amount on Memo line must be <= the charge (debit) amount
8. Do not include dollar signs or commas in the amount
Note: Memo line deductions are not allowed on credits. If your
entry is a credit (refund on a returned purchase), Charging does
not look for a deduction on the Memo line. In other words,
Charging will not subtract a Memo line amount, even a valid one,
from a credit when it comes time to calculate the Tax Summary.
____________________________________________________________________
Option # 2, paying old bills.
Charging will want to know which credit card account you're paying,
so you have to enter the appropriate Quickey. Then Charging will
display your current outstanding records for that particular
account and ask if each charge or refund has been paid, that is, is
it listed on the statement account (which you should have in hand).
You respond yes or no by pressing <Y> or <N>. This is a single
character entry so don't press <enter> after your response. As a
matter of fact, <enter> is equivalent to <Y> for this query.
When you come to the last record in a given account, Charging will
tell you that you have reached the end of the file. If you wish to
peruse the outstanding records before you leave the Pay Old Bills
function, you can use the direction arrows to do so. If you
inadvertently mark a bill paid, use the arrow keys to return to
that record, and when Charging asks if it has been paid, respond
<N>, and Charging will rectify the situation.
Once you leave the Pay Old Bills function, your master file is
updated. If you discover after leaving Pay Old Bills that you have
incorrectly declared a record paid, you must use the Change
function to correct it. You cannot access a paid record by
invoking the Pay Old Bills function.
You will note at the bottom of the Working Window that Charging
displays the record number of the displayed charge or refund. This
is the displayed record's placement in your master file. So even
though you know you have only three outstanding records for a
specific credit card, the first record number could be 182, the
second 201, and the third 206.
Reviewing your outstanding records.
You can use option 2 to view your outstanding records for a
particular Quickey. Use the arrow keys, <ctrl> + <home>, and
<ctrl> + <end> to browse through your file. When you're finished,
press <esc> to return to the Options Window.
____________________________________________________________________
Option # 3, changing the information in a record.
Charging will want to know which record you wish to change. If you
know, fine, enter the record number (or a close approximation) and
Charging will take you to it. If you're off by a few records or if
you didn't know the record number and pressed <enter>, you can use
the arrow keys, <ctrl> + <home>, and <ctrl> + <end> to browse
through your file. When Charging displays the record you want to
change, press <Y> or <enter> to select it.
After you select the record you wish to change, the fields you can
change are listed in the Viewing Window next to their corresponding
hotkeys. Make the necessary changes, and press <esc> when you are
finished with that record. Charging will ask you for the record
number of the next record you want to change. If you haven't any
more records to change, press <esc> once more to return to the
Options Window.
Reviewing all of your records.
If you need to see all of your records (outstanding and paid) for
all of your cards, select the Change function. Use the arrow keys
to peruse your file. Press <esc> to return to the Options Window.
____________________________________________________________________
Option # 4, printing and deleting the file records.
This is the final option in the Options Window, and it displays a
sub-menu offering several selections:
1. Print entire file
2. Print outstanding only
3. Print tax summary report
4. Delete records/compress file
5. Return to the Options Window
If you want to abort any of the above print functions (selections
1, 2 or 3) while printing, press <esc>.
___________________
Selection # 1, print a comprehensive listing of your charge file.
This printout lists all of the data stored in each record in your
file in addition to the record number. At the end of the report,
Charging prints the total outstanding charges and refunds.
___________________
Selection # 2, print a report of the outstanding charges.
This function prints a one line banner for each credit card listed
in your charging Quickey file. Under each banner are listed the
records that are outstanding for that particular charge card.
Printed are: the date, memo, record number and the amount of the
charge or refund. If a card does not have an outstanding amount,
its banner is still printed, with a message indicating as much, so
you'll know that its records have been checked.
The outstanding report also prints the total outstanding charges
and refunds at the end of the listing.
___________________
Selection # 3, print tax summary report.
Note: If you do not have any defined Tax codes, you will not be
able to run the Tax Summary Report function.
The Tax Summary Report prints each charge or refund under one of
the appropriate Tax codes that you created using Charging's Change
Quickeys function. If a record has no Tax code entry, it is
omitted from the listing. Those records with a Tax code and a
valid amount on the Memo line will have their Memo line amounts
totaled and deducted from the total amounts in each Tax code
category.
If you did not define a Tax code, the message "No code ID" will be
printed in its stead in the Tax Summary heading, and Charging will
print a notice that it found a Tax code that is undefined. This is
merely informational; you need not define every Tax code.
If you define a Tax code, enter some records with that code, and
then delete said Tax code, Charging will warn you that you have
records with an undefined Tax code when you run this function.
This poses no threat to the integrity of your system or your data,
but you should be aware of this situation should you enter a new
category in that Tax code.
Should you decide to use that Tax code at a later date for a
different tax category, you must first reset all of the Tax code
fields on the older records that have that Tax code. For example,
if you start the year with Tax code 2 as Medical, you cannot later
change it to Charity without first resetting all of those records
that are listed as Medical records. To reset a Tax code, invoke
the Reset function by entering <+> in the Options Window.
Each tax record generates two lines of output. On the first line
are the record number, the date (in mm/dd format), and the credit
card name. On the second line are the Memo, the Memo line amount,
if there is one, in parentheses, and the amount. Example:
Charity Bus. Exp. Medical Child Care
107 10/08 Discover 120.45
+21.75 for a present( 21.75)
This sample tax record is record number 107, created on October 8,
of the selected year (which appears at the top of the report), for
the credit card Discover. The amount of the charge is printed
on the first line under the Business Expense heading. The second
line shows the memo which is "+21.75 for a present" and the Memo
line amount (printed in parentheses).
At the end of the Tax Summary report, Charging prints the totals
for each category, subtracts the deductions, and shows you the
final tallies.
___________________
Selection # 4, delete old records and compress file.
To make the system easy to use, Charging does not require you to
delete each record separately because even with a simple <Y> and
<N> response, deleting hundreds of old records individually can be
tedious. Thus, Charging deletes all of the records in the file
whose year date is less than the current year date except those
which are still outstanding.
If you wish to keep your old credit card records, you can direct
Charging to dump the records to be deleted to a floppy drive at
the time of the delete process. You don't have to save the deleted
records, but you might some day want to find some piece of
information stored on one. If you decide to save them, Charging
will create a dump file called SAVECARD.MLR on your floppy.
If a record's year date is less than the system's year date and the
record is still outstanding, Charging will write out a copy of the
record to your floppy, while retaining the original copy in your
master file for you to update later on.
To keep your credit card file manageable this procedure should be
run once a year, ideally at the beginning of the year after the
previous year's charges have all been marked paid.
You do not have to save the current year's deleted records on the
same disk that you saved the previous year's. If you do, Charging
notifies you that there is a previous dump file on the disk and
asks you to select an appropriate action from the following
sub-menu.
1 Abort this function
2 Delete the old dump file
3 Replaced floppy, retry
4 Rename the old dump file
If you decide you want to keep the old dump file, you must either
remove the floppy and put in another (selection 3) or tell Charging
to rename the old file (selection 4). Charging keeps the base name
SAVECARD and appends a unique extension. You can also direct
Charging to erase the older version of the dump file (selection 2)
and proceed with the Delete/Compress function or, finally, you can
elect to abort the D/C function altogether (selection 1 or <esc>).
Note: Do not confuse the Delete/Compress function with
the <-> (Delete) EPO. The Delete EPO removes a specific
record from your file regardless of its paid status or
creation date. The Delete/Compress function removes your
old paid records (those with a year date that is less than
the current system year date) and compresses your master
file.
One final reminder, if you need a copy of your Tax Summary Report,
be sure you print it before you run the Compress/Delete function.
Warning!
Potential problems await you if you do not keep your system's date
accurate. You risk losing your entire file, for example, if you've
allowed your system date to lag a year or two behind and then
correct it before running this procedure. If, for instance, you've
been creating records while the system year date was 1991, when in
fact the real date was 1992, and then you correct the date prior to
running this function, Charging will delete all of the records that
have a year date that is less than the current year date that are
not outstanding ... which in this case could be most of your file.
Please, keep the date accurate.
If you find yourself with a date error, determine the extent of
the damage by viewing your records using the Review Files function
of the Review program. If there aren't too many records with
incorrect dates, note their record numbers and use the Change
function to correct them (after you've corrected the system's
date), then run the Delete/Compress function. If there are a lot
of bad records, put off running the D/C function until next year.
____________________________________________________________________
____________________________________________________________________
Extended Processing Options
EPO Definition
<\> Change or delete credit card names in the Viewing Window.
Press the backslash key in the Options Window to invoke
this function.
Charging will ask you which credit card name you want to
change or delete. Press the appropriate Quickey, and
Charging will highlight the Quickey in the Viewing Window
and place your cursor under the existing credit card
name, if there is one. To erase a Quickey name and leave
it blank, press <alt> + <C> and then press <enter>.
Otherwise, type in the changes, and press <enter>.
If you press the wrong Quickey, press <esc>. If you've
made changes to the wrong credit card entry, pressing
<esc> before leaving the Viewing Window resurrects the
old name.
When you've finished updating your credit card name
list (i.e., when your cursor is at the "Which Quickey do
you want to change?" prompt), press <esc>.
Charging will then ask if you want your Quickey list
sorted. This is largely a matter of taste. If you don't
have many cards or if you've made letter associations for
your credit cards (i.e., A for American Express, D for
Discover, and so on), tell Charging not to sort your
list. The sort is ascending alphabetic. [Note: If you
have a large number of credit cards, it helps to have the
list in alphabetic order.]
Credit card names must be unique. If you have AT&T's
Visa card and Ford's Visa card, for example, you could
make the former's Quickey name "Visa -- ATT" and the
latter's "Visa -- Ford". You cannot simply enter "Visa"
twice, however, because Charging needs to be able to
distinguish between the two credit card names.
You can delete credit card names from your active list
(those accounts that appear in your Viewing Window), but
Charging will not let you delete a credit card name that
has an outstanding balance. You can change the Quickey
name, but you cannot leave the name blank.
When you change the credit card name of an active account
that has outstanding records, Charging will also change
the credit card names on those outstanding records with
the old name to reflect the name change. The records
that have the old credit card name that have been paid
are made inactive, meaning you will no longer be able to
access them using the Change function. Charging will
still include them in the Tax Summary function, however.
In general, you won't be changing the names of your
active accounts. It usually occurs when one store buys
another, which does happen these days.
If you've used all of the thirteen Quickeys and you need
to add another, select one that is little used, wait
until it has no account balance and then change that
Quickey's credit card name.
After you've replied to Charging's query about sorting
your Quickey list, it will ask if you want to change your
Tax codes. The default Tax codes supplied with Charging
are of a general nature and include: Medical, Charity,
Child care and Expenses.
You can change any of them. Charging will tally your
expenses for these four categories when you run the Tax
Summary Report. See Option # 4, Selection # 3, Print Tax
Summary Report, in this document for complete details.
* * * * * Warning! * * * * *
It is imperative that you do not attempt to change your
credit card Quickey file by using a text editor. ALWAYS
use Charging's Change Quickeys function to make the
necessary changes.
Charging not only oversees the changes to your credit
card Quickey file, but also makes the requisite changes
to your credit card data file at the same time.
* * * * * ******** * * * * *
- - - - - - - - -
<-> Delete a specific record from your charging accounts
file. You must first select the record to be deleted,
finding it and selecting it the same way you do in the
Change function.
Charging will then highlight that record's contents and
ask if you are sure. Review the contents carefully. If
you are sure you want that record deleted from your
master file, press <Y>. You cannot press <enter> for
<Y> for this final query.
- - - - - - - - -
<+> Reset Tax code status in all records that have a specific
Tax code to blank.
For example: If you've set up one of your Tax codes as a
special projects code, you can reset the Tax code status
on all of the records with that Tax code to blank. Only
the records with a current year date are affected.
- - - - - - - - -
<$> Print an order form for My Little Realm's Charging.
- - - - - - - - -
<#> Switch between color and black/white modes.
- - - - - - - - -
<?> Display the EPO symbols and definitions available for
Charging.
____________________________________________________________________
+ The End +
____________________________________________________________________
(c) Copyright 1991 - 1992 John L. Salisbury
