HourzPro and ExpenzPro Demo Version Read Me ================================================= Please read the license agreement ("License.txt") included with this software. By using this software you accept all terms in the license agreement. ----------------------------------------- Table of Contents ----------------------------------------- Demo Version Notes Latest Changes System Requirements Installing the PalmOS Applications Installing ZoskSync on Windows 95/NT Reading the Manual Compatibility with Prior Versions Contacting Zoskware Change History ----------------------------------------- Demo Version Notes ----------------------------------------- This is a demo version of HourzPro and ExpenzPro. It includes: * HourzPro PalmOS Application * ExpenzPro PalmOS Application * Reportz PalmOS Application * ZoskSync Conduit * ZoskDemoConfig.exe program for configuring ZoskSync * The User Guide This demo version expires after 30 days after which you must purchase the software or delete all copies of the software. The software has a 30 day built-in limitation. See the manual for installation instructions and system requirements. ----------------------------------------- Latest Changes ----------------------------------------- This is a maintenance release. No new features were added. * Zoskware Palm applications are now compatible with PalmOS 3.5. This includes support for the Palm Vx, Palm IIIc, and Palm IIIxe. * QuickBooks Pro 99 and 2000 have been tested with Zoskware products and are fully compatible. To import time entries correctly, QuickBooks Pro 2000 users must set the "Time Format" preference to "Minutes". See the user guide for more details. ----------------------------------------- System Requirements ----------------------------------------- The HourzPro, ExpenzPro and Reportz PalmPilot applications run on any version of Palm OS. The only requirement is that there be sufficient memory to load the programs. ExpenzPro will not run with earlier versions of HourzPro or Reportz installed on your PalmPilot. Zoskware recommends that you use HotSync Manager 3.0 or later. However, ZoskSync will operate with HotSync Manager version 1.1, 2.0. ZoskSync and ZoskDemoConfig require Windows 95, 98. 2000 or Windows NT ----------------------------------------- Unzipping your zip distribution file ----------------------------------------- Use a zip utility such as WinZip (http://www.winzip.com) to unzip the Zoskware distribution file that you downloaded from your retailer. !!! Important !!! Do not unzip the Zoskware zip file into your Palm directory (usually "C:\Palm"). Doing so will interfere with proper installation of ZoskSync. Always make sure that the files "ZoskConfig.exe" and "ZoskSync.dll" are in the same directory on your desktop computer. If ZoskConfig.exe cannot locate ZoskSync.dll, installation will fail. ----------------------------------------- Installing the PalmOS Applications ----------------------------------------- This installation assumes that you have PalmPilot Desktop installed on your computer and the HotSync Manager is running. !!! Important !!! Before installing the PalmPilot applications, you MUST disable any "hacks" and application launchers that you have on your PalmPilot . Some hacks modify the behavior of the Palm memory manager and will prevent the successful installation of large applications. If you get errors during HotSync installation of any Zoskware PalmPilot application and you appear to have sufficient memory, the problem may be caused by hacks or application launchers. If you still have problems, your PalmPilot memory may be fragmented. See the Troubleshooting Guide for more details. 1) Disable all hacks and application launchers installed on your PalmPilot. 2) Use Palm’s Instapp.exe program to install all the files ending in ".prc" included in your zip distribution: HproXX.prc, EproXX.prc, RptzXX.prc (where XX is a version number). 3) HotSync your Palm. ----------------------------------------- Installing ZoskSync on Windows ----------------------------------------- Follow these steps to install ZoskSync on your desktop computer: 1) Exit the HotSync Manager 2) Run the ZoskDemoConfig.exe program. 3) In the "Report Output Path:" field, enter the folder where you would like ZoskSync to save HourzPro reports during HotSync. If left blank, ZoskSync stores reports in your ZoskSync user directory (usually C:\Palm\\ZoskSync\). Click the browse button to choose a directory. 4) In the "Import File Path" field, enter the directory where you will store import list files (from QuickBooks Pro or your own custom files) that are to be transferred to your Palm during HotSync. If left blank, ZoskSync searches your ZoskSync user folder for import files (C:\Palm\\ZoskSync\). Click the browse button to choose a directory. 5) Select the preference for "Synchronize". Choose "All Palm Records" to remove ALL list items on your Palm including ones that you create. Choose "Only Records Previously Created by ZoskSync" to keep custom selections that you have entered on your Palm. 6) Select the preference for handling records with the same name. Choose "Replace with Desktop Version" if you always want the desktop version to placed on your Palm. Choose "Retain Palm Changed Version" if you want to retain any changes you made to list items on your Palm. 7) Click the "Setup" button. ZoskDemoConfig will check for the existence of the two paths you specified, install the ZoskSync.dll conduit to your Palm directory, and configure the Windows Registry. If either path does not exist, ZoskDemoConfig will prompt you to create it. If you choose not to create the file, ZoskSync will not save reports or look for import paths. 8) Exit and restart the HotSync Manager. See your Palm user guide for details. 9) HotSync your Palm. Verify that ZoskSync runs by watching the HotSync Monitor dialog window. You should see a message "Synchronizing ZoskSync". You can also check your HotSync log for ZoskSync messages. ZoskSync always reports the actions performed via status messages in your HotSync log. If ZoskSync does not appear to be running, see the Troubleshooting Guide. ----------------------------------------- Reading the Manual ----------------------------------------- You need Adobe Acrobat Reader to view the HourzPro User Manual ("ZProMan.PDF"). You can download the latest version from the Adobe Systems website at (http://www.adobe.com/prodindex/acrobat/readstep.html). Click on the shortcut file provided in this release. ----------------------------------------- Compatibility with Prior Versions ----------------------------------------- This release can be safely installed over any earlier 2.x release. HourzPro and Reportz will convert your existing data and preferences to the latest format. Some preference settings may be reset to default values. HourzPro, ExpenzPro and Reportz share a common database of projects/clients. Because of this, their versions must be the same. ExpenzPro will not run if an earlier version of HourzPro or Reportz is installed on your Palm. Once you have installed version 2.3 or later of the Zoskware Palm applications, you must not reinstall a version earlier than 2.3 without first deleting all Zoskware applications and databases. The reason is that earlier versions do not check the database version number and may crash and corrupt your data if an older database is present. ----------------------------------------- Contacting Zoskware ----------------------------------------- website: http://www.zoskware.com support: support@zoskware.com sales: sales@zoskware.com http://www.zoskware.com/order.htm ----------------------------------------- Change History ----------------------------------------- ---------------------------------------------------------------------------------- 2.5 ---------------------------------------------------------------------------------- HourzPro, ExpenzPro, and Reportz -------------------------------- - All are PalmOS 3.5 compatible. ---------------------------------------------------------------------------------- 2.3.4 ---------------------------------------------------------------------------------- ZoskSync: --------- - Fixed a crashing bug with HotSync Manager version 3.0.4. ---------------------------------------------------------------------------------- 2.3.3 ---------------------------------------------------------------------------------- HourzPro, ExpenzPro, and Reportz ---------- - All run out of flash RAM. Reportz: ---------- - Generates IIF file reports compatible with QuickBooks Pro 6.0. ZoskConfig: ---------- - Renamed to ZoskConfig to prevent autorun by WinZip Wizard. - Success message dialog makes it clear that the user must install the PalmOS applications .prc files separately. ZoskConfig: ----------- - The HotSync status messages when searching for import files are now more clear. ---------------------------------------------------------------------------------- 2.3.2 ---------------------------------------------------------------------------------- HourzPro: ---------- - In rare cases, HourzPro previously crashed after a project was deleted. This problem is fixed. ExpenzPro: ---------- - Negative expenses are now properly totalled in ExpenzPro. Reportz: ---------- - Reportz now removes trailing zeros from times included in reports. (e.g. 1.5000 hours is now reported as 1.5 hours). ZoskConfig: ---------- - ZoskConfig now properly installs the ZoskSync conduit in all cases. Previously there was a problem when Palm Desktop user data was not stored in the Palm directory. - Uninstall now deletes the file "ZoskSync.dll" from your Palm directory. ---------------------------------------------------------------------------------- 2.3.1 ---------------------------------------------------------------------------------- General: ---------- - Fixed several previously undetected memory leaks HourzPro: ---------- - Added a "None" option in the currency preference popup - Changed currency to use long or short currency symbol consistently based on a new user preference - Fixed a bug enter dollar amounts (rate, flat fee) when the selected currency has an embedded period '.'. ZoskSync: ---------- - Fixed a bug that prevented the QuickBooks Pro company ID from being imported when the company name was wrapped in quotes. - Fixed a bug importing projects/clients that caused the wrong client name to be assigned in some cases. - Now sets the project rate to zero (rather than none) so that HourzPro doesn't display the "Rate Changed" alert when a project is edited. ---------------------------------------------------------------------------------- 2.3 ---------------------------------------------------------------------------------- HourzPro: ---------- - Added "Type Selection" for all project and task popup lists. When a list is popped-up, simply write the first letter and the list will scroll to the closed item starting with that character. - Fixed the "* Missing Project *" problem. A problem with 3Com's backup conduit prevents Palm record IDs from being restored properly. After a hard reset, this caused HourzPro time entries to "forget" their associated project. A backup mechanism was developed to retain this linkage even after a hard reset. - The currency preference was changed to use the list of countries built into the PalmOS 2.x. You now must have PalmOS 2.x or later to use custom currencies. - The project lists now correctly sort project names by "hierarchy" when client names are shown. - Add buttons to Day View to easy increase or descrease the date. - Project View and Day View can now be completely customized. Each can be shown in compact or expanded mode. Each can have an Easy Entry Popup mode. Each can show/hide the reported checkbox, and each can show/hide reported entries. - The text fields displayed for each time entry in Project/Day view can now be customized in more detail. You can now specify the position of a field as well as wether to display it. - Added the "None" selection to Projects and Task lists. This choice cannot be removed or renamed. - Changed the "Proj"/"Day" view buttons to be graphical. ExpenzPro: ---------- - Initial Release. Reportz: ---------- - Added a preference "Include Currency in Money Fields". When this is unchecked, money fields don't include the currency symbol. Use this preference for importing data into TimeSlips Deluxe. - Now creates time and expense reports for HourzPro and ExpenzPro respectively. The report type is shown as a small "clock" or "dollar sign" icon in the report list view. - The list view now displays the "synched" status of each report in iconic form in the left-most column of list view. If the icon is a "bullet", the report has not been synched. If the icon is a "checkmark", the report has been synched. - You can now force a report to be synched again. Use the "Transfer on Next HotSync" menu item available in the details view a report. - Fixed a problem with the "Last Week" date criteria. - Times are now reported to four decimal places instead of two. - For expense reports, added a popup menu to the "Create Report" dialog for selecting the "Trip". ZoskSync: ----------- - Improved error handling and log messages when reports cannot be saved. - The default directory for reports and import files was changed from "HourzPro-Reportz" to "ZoskSync". - Improved reliability when 3rd party conduits mess-up the Windows Registry. - ZoskSync replaces HourzSync. It synchs HourzPro, ExpenzPro and Reportz. - The QuickBooks Pro import file (QBLists.iif) has been renamed to "HrzLists.IIF". - ZoskSync now also synchronizes ExpenzPro databases using QuickBooks export. The export file must be named "ExpLists.IIF". See the user guide for details. - ZoskSync now imports data from a text file named "ZLists.IIF". See the user guide for import format specifications. - Changed the wording of some preferences. - Added a setup preference (in ZoskConfig.exe) to deal with records of the same name. You can now specify whether your Palm data takes priority over the import file. ---------------------------------------------------------------------------------- 2.2 ---------------------------------------------------------------------------------- HourzPro: - Entries can now be marked billable or non-billable. - Task names can now be 60 characters long. - Rates for hidden projects are now properly displayed in popup lists. - The tasks list may now have zero items without crashing HourzPro. - HourzPro no longer crashes the Palm on a Find when the displayed text is longer one line. - Several drawing bugs were fixed. Reportz: - Added a "Billable" field for text reports. - Non-billable entries are reported as no-charge in QuickBooks Pro reports. - Added a "Date Range" field for text reports. - Properly includes/excludes private entries based on the system security preference. - Displays a result dialog after creating each report. - The date range setting "Last Week" is now correctly implemented. It no longer overlaps "This Week" by one day. HourzSync: - No Changes. ---------------------------------------------------------------------------------- 2.1 ---------------------------------------------------------------------------------- HourzPro: - Added complete mileage tracking. Start and stop odometer fields are provided. The last odometer reading is auto-filled in new entries. Track auto trips either by entering the distance or the end odometer reading. HourzPro computes the rest for you. - Fixed a crash with long task names or many project and tasks. Reimplemented the project and task list drawing to be much faster and memory friendly. - The time picker now respects the system time format settings for 24 hour clock format. - Negative values are now displayed properly in the list views. - A time rounding mode was added. Timers and times can now be rounded up, down or nearest. The default is nearest. Previously, times were only rounded nearest. - Client name and project rate are shown in all popup lists. Client name is shown only if that preference is set. The popus are slightly larger. - Project display lists are sorted by client name if client names are shown. - The client and project names are now separated by a colon ':' rather than a space. - From Day View, the up/down buttons now allow you to change days. - A time entry is now properly saved when switching apps from the Entry View or Details View. Reportz: - CSV report fields are now delimitted only with a comma (not a command and space). This makes importing into Excel or Access much easier. - Added a preference for the format of start/end times in reports. The default is 24 hour format. The preference allows you to usethe system time format as set in the built-in "Prefs" application. - Added the preference to save reports to the MemoPad application rather than inside Reportz. This allows Mac users to access report data from Palm Desktop. NOTE: This feature is not enabled in the trial version of Reportz. HourzSync: - HourzSync transfers only QuickBook Pro items of type "Service". Previously, all items were transferred to HourzPro including parts, tax items, inventory etc. - HourzSync transfers the "Hidden" property of QuickBooks Pro customers/jobs. Hidden QuickBooks Pro customers will have the "Hide in Lists" attribute set in HourzPro. - HourzSync writes many status messages to the HotSync log. ---------------------------------------------------------------------------------- 2.0.1 ---------------------------------------------------------------------------------- - Fixed HourzSync bugs with long QuickBooks Pro company names. - Project list is sorted after Hotync. - HourzSync strips quotes from names in the QBLists.IIF file prior to synching. - Reportz quotes fields containing commas for QuickBooks reports. - Keyboard made available from Edit Projects and Edit Tasks dialogs. - Edit menus made available from Edit Projects and Edit Tasks dialogs. - Added menu command to toggle list view mode. - Many menu shortcuts added. ---------------------------------------------------------------------------------- 2.0 ---------------------------------------------------------------------------------- - Initial retail release. ---------------------------------------------------------------------------------- Copyright 2000 by Zoskware. All rights reserved.