EC-397 66K Electronic Organizer Auto Phone Dialer 
with Illuminator Backlight
(650-0727)                 Expense Manager            Faxback Doc. # 37546


The expense manager can help you organize your business and daily expenses.
The expense manager can also create an expense report by date and expense
type.  You can use the preset expense types or create your own.

The organizer has the following fields where you can enter, change, and
explain the expense information.

     Date

     Expense Type

     Amount

     Payment Type

     With/Without Receipt

     Note


ENTERING EXPENSE RECORDS

1.  Select the Expense Manager function.  The Expense Manager menu appears.

2.  Press 1 then ENTER.  The current date appears.

3.  Use >, <, and number keys to enter the expense date.

4.  Press ENTER.  EXPENSE TYPE? appears.

5.  Select the expense type by pressing number that appears next to that
    type.

     NOTE:  Press /\ or \/ to view all of the types of expenses.

6.  Press ENTER.  AMOUNT: appears.

7.  Enter the amount.

     NOTES:

     The expense amount is limited to 10 numbers, plus the decimal point.

     Press +/- to switch between a positive and negative number.

     Press C/CE to clear the amount entry.

8.  Press ENTER.  PAYMENT TYPE? appears.

9.  Select the payment type by pressing the number that appears next to
    that type.

10. Press ENTER.  RECEIPT Y/N? appears.

11. Enter Y for Yes or N for No.

12. Press ENTER.  NOTE? appears.

13. Enter the note (up to 512 characters).

14. Press ENTER to store the expense record.

15. Press MENU to return to the Main Menu.


RECALLING EXPENSE RECORDS

You can recall expense records by date or by wildcard search for note field
information.

RECALL BY DATE

1.  Select the Expense Manager function.

2.  Press 1 then ENTER.

3.  Use >, <, and number keys to enter the expense date.

4.  Press SEARCH /\ or SEARCH \/ to recall the records for that date.

     NOTES:

     Press /\ or \/ to scroll through the record.  Press SEARCH /\ or
     SEARCH \/ to display the previous or next record.

     If there is no expense record for the specified date, NOT FOUND!
     appears briefly.


WILDCARD SEARCH

1.  Select the Expense Manager function.

2.  Press ENTER repeatedly until NOTE? appears.

3.  Enter a character pattern (up to 8 characters) that is anywhere in the
    note.

4.  Press SHIFT then SEARCH /\ or SEARCH \/ to search the expense records
    for a record that has the matching character pattern.

     NOTE:  If no record match is found, NOT FOUND! appears briefly.

5.  Press MENU to return to the Main Menu.


EDITING EXPENSE RECORDS

1.  Recall the expense record you want to change.

2.  Press EDIT.  EDIT DATE? appears.  The first digit of the date flashes.

3.  Use the >, <, and number keys to enter the correct date, then press
    ENTER.  EXPENSE TYPE? appears.

4.  Select the expense type by typing the number that appears next to that
    type, then press ENTER.  AMOUNT: appears.

     NOTE:  Press /\ or \/ to view all of the types of expenses.

5.  Type the correct amount, then press ENTER.  PAYMENT TYPE? appears.

6.  Enter the correct payment type, then press ENTER.  RECEIPT Y/N?
    appears.

7.  Enter Y for Yes or N for No, then press ENTER.  NOTE? appears.

8.  Enter the correct note.

9.  Press ENTER to store the edited record.

10. Press MENU to return to the Main Menu.


DELETING EXPENSE RECORDS

1.  Recall the expense record you want to delete.

2.  Press DEL.  DELETE? (Y/N) appears.

3.  If you are sure, press Y.  The expense record is deleted.  Otherwise,
    press N.  The expense record remains unchanged.


VIEWING AN EXPENSE REPORT

The expense report displays totals of each expense category for a specified
date or time span.

1.  Select the Expense Manager function.

2.  Press 2 then ENTER.

3.  Use the >, <, and number keys to enter the start date for the report,
    then press ENTER.

4.  Use the >, <, and numbers keys to enter the end date for the report,
    then press ENTER.  The organizer calculates and displays each expense
    type subtotal and an overall expense total of all expense types for the
    specified time period.

     NOTES:

     Press /\ and \/ to scroll through the report.

     If the subtotal expense is more than 9 digits, E appears on the item
     line.

     The total amount of the 8 expense types appears at the bottom of the
     report.  If the total is more than 10 digits, E appears in the total
     line.

5.  Press MENU to return to the Main Menu.


RENAMING AN EXPENSE TYPE

You can rename the expense types to personalize the organizer to your
specific needs.

1.  Select the Expense Manger function.

2.  Press 3 then ENTER.

3.  Press /\ and \/ to scroll through the expense types line-by-line, or
    use SEARCH /\ and SEARCH \/ to scroll through the expense types
    screen-by-screen.  When the expense type you want to rename appears in
    the top line, press ENTER.

    Or, simply type the number of the expense type and press ENTER.

4.  Enter the new expense type label (up to 7 characters).

5.  Press ENTER to store the edited expense type label.

6.  Press MENU to return to the Main Menu.


(YO/km-01/28/1997)

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