The Account Manager module allows you to display and edit information about your accounts.
Information about a specific account is displayed in the Account Manager window. A control panel allows you to move through the database or bring forward a dialog to locate records that meet specified criteria.
In addition, a Browse window is displayed. The Details Browse window displays information about specific transactions.
Moving Through the Database
In the control panel, choose Next, Prior, Top or Bottom to move through the database. Choose the Locate push button to locate records that meet specified criteria.
Editing Data
To edit a record in the Account Manager window, position the cursor on the a field and enter the desired changes.
Adding a New Record
Choose the New push button to add a new record. An empty Account Manager window is displayed.
Choose the account type from the Type popup, then enter the desired information in the Account Manager window.
Saving/Cancelling Changes
When you make changes or add a new record, you can choose the Save push button to save the information. Choose the Cancel push button to abandon all changes to the record.
Balance
The Balance push button displays the Balance dialog so you can update the current balance. For more information, see the Balance topic.
Menu System
The Account Manager uses the standard menu system used for most ORGANIZER modules. For more information, see the Menu System topic in online Help.
See Also: Organizer: General Help, Locate, Menu System, Report Dialog, Label Dialog, Balance
Add/Modify Card Users
This dialog allows you to edit the users for a specific credit card and add new users to the card users database. The names in the Authorized Users list in this dialog appear in the Authorized Users list in the Credit Card Manager window.
Adding an Authorized User
Double-click on the name you wish to add in the Selection list or select the name you wish to add and choose Move. The selected name appears in the Authorized users list. Duplicate entries are not permitted.
Removing an Authorized User
Double-click on the name you wish to remove in the Authorized Users list or select the name you wish to remove and choose Remove. The selected name is removed from the Authorized users list.
Choose Remove All to remove all names from the Authorized Users list.
Adding a New User
Choose New Name to add a new name to the Selection List.
Enter a last name in the Last text box and a first name in the First text box. Press Enter. The new name appears in the Authorized Users list. Repeat the process to add more new names.
When you choose OK, the new names appear in the Authorized Users list in the Credit Card Manager window. When you choose the Save push button, the new names are saved in the card users database. They will appear in the Selection list the next time the Add/Modify Card Users dialog is displayed.
See Also: Organizer: General Help, Credit Card Manager
Balance
This dialog allows you to update a balance on a single record or perform batch processing to update the balance of all records.
To update the balance for the current record:
Choose the Current Record Radio button.
Choose the desired month in the popup in this dialog, then choose OK.
The update operation is performed from the time of the last update to the month selected in the Balance dialog.
The balance is displayed in the upper right corner of the monitor. That balance is then added to the current balance for the record.
Choose the Save push button save this amount as the current balance. Choose the Cancel push button to cancel the operation and restore the previous balance.
To update the balance of all records:
Choose the All Records radio button.
Choose the desired month in the popup in this dialog, then choose OK.
The update operation is performed from the time of the last update to the month selected in the Balance dialog.
When you update all records, the new balance is automatically added to the current balance for every record in the database. This balance is then automatically saved.
There is no way to cancel the operation and restore the previous balance once this batch operation begins.
If you have previously updated the balance for the current month, a message is displayed stating that the account is balanced as of the last day of the month.
See Also: Organizer: General Help, Account Manager, Credit Card Manager, Client Manager
Calculator
When you choose Calculator from the System menu popup, the Calculator desk accessory appears. This calculator is used like a standard pocket calculator.
Calculations can be performed using the keyboard or the mouse.
With the keyboard, you can type the equation as it would be written. Most Calculator keys have the same keyboard equivalents, with the following exceptions:
Key Equivalent
R MR
N
A M+
Z MC
S M-
Calendar/Diary
The Calendar panel appears with the current month displayed and today's date selected.
Changing Current Date
Change selected day:
Use arrow keys or click on desired day.
Change Month
Press PgUp/PgDn or choose <-M or M-> push button.
Change Year
Press Shift+PgUp/Shift+PgDn or choose <-Y or Y-> push button.
You can select today's date by pressing T on the keyboard or by choosing the Today push button.
The Diary menu popup contains options that correspond to all of these actions.
You can have a diary entry for each day. Activate the Diary panel by pressing Tab or clicking on the panel with the mouse. The cursor flashes in the Diary panel, indicating that it is active.
Choose Delete... from the Diary menu popup to display the Delete Diary dialog.
Client Manager
The Client Manager allows you to display and edit information about clients. Information about a specific client is displayed in the Client Manager window. A control panel allows you to move through the database or bring forward a dialog to locate records that meet specified criteria.
In addition, two Browse windows are displayed. The Client List Browse window displays all clients in the database. The Account Details Browse window displays transaction information for the displayed client.
Moving Through the Database
In the control panel, choose Next, Prior, Top or Bottom to move through the database. Choose the Locate push button to locate records that meet specified criteria.
Alternately, you can scroll through the records in the Client List Browse window. When you position the record pointer on a record in the Client List Browse window, corresponding data is displayed in the Client Manager window and in the Account Details window.
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