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- Copyright WordPerfect Corporation 1993
- All Rights Reserved
-
- README.CHK 2/1/93
-
- This README file is in DOS text format and is 2 pages long.
-
- Checkbook Management System (CHECKBOOK) helps you manage your
- checkbook and credit cards. It can track multiple accounts,
- monitor how much you are spending for charitable causes, show you
- your current account balance, and more. The database is designed
- for use with DataPerfect 2.3.
-
- For information on deleting the sample data in CHECKBOOK, see the
- file titled README.APP.
-
- You may copy and modify this database for your own or your
- company's use. You may not copy the database and resell it.
- Please be aware that while WordPerfect Corporation is happy to
- provide support on DataPerfect questions, only limited support is
- available for these predefined databases. No support is
- available for the databases if they have been modified.
-
- PANELS
- Checkbook was created with a built-in menu to make navigating
- easier. It contains six panels and eight menu options. Most of
- your work can be done by accessing one of the menu options.
- However, if you need to work directly with the panel list, you
- can enter 99 to bypass the menu.
-
- As you tab through each field in a panel, a help message at the
- top of the screen explains what to do while in that field. Press
- Help (F3) twice for further information about the field.
-
- REPORTS
- Checkbook provides 4 custom reports in addition to Built-In Short
- Reports. Each report is available from the menu (options 4-5 and
- 11-12). Using DPPrint when running reports is recommended. For
- more information about DPPrint, see Appendix L: Utilities--
- DPPrint in DataPerfect Reference.
-
- USING THE DATABASE
- Selecting a menu option will access a database panel or will
- begin a report. The menu options for adding, editing, or looking
- up are described below.
-
- Menu option 1 allows you to view or edit information about
- your accounts (e.g., the number, name(s) and address, phone
- number, and current balance).
-
- Menu option 2 allows you to view or edit information about
- deposits (e.g., the deposit slip number, deposit date,
- currency & coin, method(s) of depositing, deposit amounts
- and totals, cash received, net deposit, depositor, account,
- and whether the deposit has appeared on a bank statement).
-
- Menu option 3 allows you to edit or view the check register,
- listing the payee, amount, date, purpose, signature line,
- account, and other information.
-
- Menu option 4 allows you mark deposits as being cleared or
- outstanding.
-
- Menu option 5 allows you to mark checks as being cleared or
- outstanding.
-
- Menu option 6 allows you to read notes from the database
- designer.
-
- The menu options for reports are described below.
-
- Menu option 11 allows you to select a list of checks and
- deposits by account number.
-
- Menu option 12 allows you to select a list of tax-deductible
- expenses by account number.