I76 9 muKEYMOVE3 Account Type  6 Enter a valid account type. Valid types are:  6 1 - Asset 4 - Source of Funds(Revenue)  2 - Liability 5 - Use of Funds(Liability)  3 - Fund Equity ! 6 Press for help on key movement  Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8:  6.6  &  88 8 D!C C/ /  #/ C/ !  #/DD!DD!;c0 9 !KEYMOVE3 Account Number  6 Enter the general ledger account number to be  assigned to this account.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!.!!//!.!//!/!//8: 6 8  88 8 D!C C/ /  #/ C/ !  #/DD!BY0 9 KEYMOVE3 Account Description  6 Enter an appropriate description of up to 30  characters for this account.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!.!!//!.!//!/!//8: 6-8  88 8 D!C C/ /  #/ C/ !  #/DD!SS0 9  KEYMOVE3 Associated Fund  6 Enter the account number of the associated fund or  press for a table of valid funds. 6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!.!(//!6//!.!!//!.!//!/!//8: 66(8  88 8 D!C C/ /  #/ C/ !  #/DD!V L KEYMOVE3 Delete Member  I A value of "Y" indicates that this account is no longer active and  should be deleted. The account will be deleted the next time the  "Purge Deleted Records" option is selected provided no current transactions exist and there is no accountr balance.  I Press for help on key movement.  I Press ESC to terminate HELP. I K/!/ !//!I//!I//!I//!I//!I//!I//!.!+//!I//!.!*//KM  IIIIII+I*N K M! LL/ /!Pq69  General Ledger Accounts 6 Add new accounts or maintain the description for  existing accounts. Flag inactive accounts for  deletion provided they are no longer active and  have no balance. Enter a valid account type:  The account types are:  6 1 - Assets 3 - Fund Equity Accounts  2 - Liabilities 4 - Source Of Funds (Revenue)  5 - Use of Funds (Expenditures) 6 Press to terminate HELP 6 8/!/!//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//!.!//8: 6 *66666888 8 8 D! CC/  /#/ C/  !#/ D D!DD!kU6 9  Purge Deleted Accounts 6 This option will purge all accounts marked for  deletion. Press to abort this operation.  Press any other key to begin the purge. 6 6 6 Press to terminate HELP 66 8/!/!//!6//!6//!.!//!6//!6//!6//!6//!.!//!/!//8: 666668 88 8 D! CC/  /#/ C/  !#/ D D! D D!@$ 9  Church's Address  6 Enter up to 40 alphanumeric characters for each  line of the church's address.  6 Press to terminate HELP. 66 8/!/!//!6//!6//!6//!6//!.!//!6//8: 66666; 8 D! C C/  #/ ! D!DD!sY0 8  Attendance Date  5 5 Enter in format the date for the  attendance records you wish to build. 5 Attendance for up to three user-definable  events may be kept for this date.  5 Press to terminate HELP 5 7/!!/!!//!5//!5//!5//!5//!5//!5//!5//!5//!.!//79 555556664 7 C!C C/ /  #/ C/ !  #/CC!N0 8  Member No  5 5 Enter a valid member number or press  to view a popup table of members.  5 Press to terminate HELP 5 7/!/ !//!5//!5//!/!%.!//!5//!5//!.!//79  55%554 7 B!C C/ /  #/ C/ !  #/CC!va0 8  Event 1 Status  5 Enter the appropriate value, Present or Absent,  for this attendance event.  5 The congregational attendance system supports up  to three user-definable events.  5 5 Press to terminate HELP 5 7/!!/!!//!5//!! ! //!5//!5//!5//!5//!5//!5//!.!//79 5  5556664 7 C!C C/ /  #/ C/ !  #/CC!va0 8  Event 2 Status  5 Enter the appropriate value, Present or Absent,  for this attendance event.  5 The congregational attendance system supports up  to three user-definable events.  5 5 Press to terminate HELP 5 7/!!/!!//!5//!! ! //!5//!5//!5//!5//!5//!5//!.!//79 5  5556664 7 C!C C/ /  #/ C/ !  #/CC!va0 8  Event 3 Status  5 Enter the appropriate value, Present or Absent,  for this attendance event.  5 The congregational attendance system supports up  to three user-definable events.  5 5 Press to terminate HELP 5 7/!!/!!//!5//!! ! //!5//!5//!5//!5//!5//!5//!.!//79 5  5556664 7 C!C C/ /  #/ C/ !  #/CC!N0 8  Member No  5 5 Enter a valid member number or press  to view a popup table of members.  5 Press to terminate HELP 5 7/!/ !//!5//!5//!/!%.!//!5//!5//!.!//79  55%554 7 B!C C/ /  #/ C/ !  #/CC!#Y0 8  Attendance Date  5 5 Enter in format the date for the  attendance records you wish to build. 5 5 5 5 Press to terminate HELP 5 7/!!/!!//!5//!5//!5//!5//!5//!5//!5//!5//!.!//79 555556664 7 C!C C/ /  #/ C/ !  #/CC![0 8  Status  5 Enter the appropriate value, Present or Absent,  for this attendance event.  5 5 5 5 5 Press to terminate HELP 5 7/!/!//!5//!! ! //!5//!5//!5//!5//!5//!5//!.!//79 5  5556664 7 C!C C/ /  #/ C/ !  #/CC!68  ATTMENU  Build Attendance Records 5 Prior to posting attendance for a particular date, you must build attendance records for that date.  This routine will prompt you for the date you wish to enter attendance for, then build records for  the entire congregation.  5 Attendance for up to three events may be kept  for the entire congregation. This is an "exception" attendance system. That means you  enter a default when records are created and post only the exceptions.  5 Press to return to prior help menu.  Press to terminate HELP 5 7/!/!/ /!5//!5//!5//!5//!5//!5//!5//!5//!5//!5//!5//!5//!5//! .!"//!.!//79 530205555566 "4 7 C! CC/  /#/ C/  !#/ C C!CC!Y0 8 /ATTMENU  Enter Attendance By Date 5 Enter congregational attendance information for  each member by attendance date. Up to three  events may be recorded with the congregational  attendance option. 5 5 Press to return to prior help menu.  Press to terminate HELP 5 7/!/!//!5//!5//!5//!5//!5//!5//!5//! .!"//!.!//79 5555566 "4 7 C!C C/ /  #/ C/ !  #/CC!M0 8 tmATTMENU  Enter Attendance By Member 5 Enter congregational attendance information for  any and all dates by member. View and maintain  all attendance records for a particular member.  5 5 5 Press to return to prior help menu.  Press to terminate HELP 5 7/7/!5//!5//!5//!5//!5//!5//!5//! .!"//!.!//797 5555566 "4 7 C!C C/ /  #/ C/ !  #/CC!O6 9  Build Attendance Records 6 Prior to posting attendance records for a given  date, you must first build the records. Enter  the attendance date and default values, Present  or Absent for each of the three events. 6 6 6 Press to terminate HELP. 6 8/)!//!6//!6//!6//!,! //!!.//!6//!6//!6//!.!//8:) 666, $ 888 8 8 D!C C/ /  #/ C/ !  #/DD!CD!W6 9  Build Attendance Records 6 Prior to posting attendance records for a given  date, you must first build the records. Enter  the attendance date, the organization number and the default value Present or Absent.  6 6 Press to terminate HELP. 66 8/)!//!6//!6//!6//!6//!! !//!6//!6//!.!//!/!//8:) 666 88 88 8 D!C C/ /  #/ C/ !  #/DD!CD!568  Update Last Attendance Date 5 The routine will update the "last attendance date" field in the member file based on the congregational attendance information. The routine should be run after completing the entry of congregational  attendance records for a particular day. 5 This date is used by the system when printing the  attendance call list.  5 Press to terminate HELP 55 7/ !/!/ /!5//!5//!5//!5//!5//!5//!5//!5//!5//!5//!.!//!/!//79  5272-( 51664 7 C! CC/  /#/ C/  !#/CC!CC!g6 9  Purge Old Records  6 This routine will purge old organizational attendance records you no longer wish to keep in the system. It should be run at least once a year to keep the file size manageable. Enter the date range for which  you wish to purge records.  6 Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//!.!//!/!//8: 644%68 88 8 D! CC/  /#/ C/  !#/ D D! D D!a6 9  Purge Old Records  6 This routine will purge old congragational attendance records you no longer wish to keep in the system. It should be run at least once a year to keep the file size manageable. Enter the date range for which  you wish to purge records.  6 Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//!.!//!/!//8: 6844%68 88 8 D! CC/  /#/ C/  !#/ D D! D D!c68 !ATTMENU  Update Last Attendance Date 5 The routine will update the "last attendance date" field in the member file based on the congregational attendance information. The routine should be run after completing the entry of congregational  attendance records for a particular day. 5 This date is used by the system when printing the  attendance call list.  5 Press to return to prior help menu.  Press to terminate HELP 5 7/ !/!/ /!5//!5//!5//!5//!5//!5//!5//!5//!5//!5//! .!"//!.!//79  5272-( 516 "4 7 C! CC/  /#/ C/  !#/CC!CC!g6 9 teATTMENU  Purge Old Records  6 This routine will purge old congragational attendance records you no longer wish to keep in the system. It should be run at least once a year to keep the file size manageable. % 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6844%6 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!68 6ATTMENU  Build Attendance Records 5 Prior to posting attendance for a particular date, you must build attendance records for that date.  This routine will prompt you for the date and the organization you wish to entire attendance records for, then create the necessary records. 5 This is ans "exception" attendance system. That  means you enter a default (Present or Absent) when building records and post only the exceptions.  5 5 Press to return to prior help menu.  Press to terminate HELP 55 7/!/!/ /!5//!5//!5//!5//!5//!5//!5//!5//!5//!5//!5//!5//! .!"//!.!//!/!//79 530* 55555556 "64 7 C! CC/  /#/ C/  !#/ C C!CC!xY0 8 8ATTMENU  Enter Attendance By Date 5 Enter organizational attendance information for  each member of the organization by attendance  date. - 5 5 Press to return to prior help menu.  Press to terminate HELP 55 7/!/!//!5//!5//!5//!5//!5//!5//! .!"//!.!//!/!//79 555556 "64 7 C!C C/ /  #/ C/ !  #/CC!M0 8 ATTMENU  Enter Attendance By Member 5 Enter organizational attendance information for  any and all dates by organization by member.  View all attendance records for a particular  organization fo a particular member.  5 5 Press to return to prior help menu.  Press to terminate HELP 5 7/7/!5//!5//!5//!5//!5//!5//!5//! .!"//!.!//797 5555566 "4 7 C!C C/ /  #/ C/ !  #/CC!m6 9 e ATTMENU  Purge Old Records  6 This routine will purge old organizational attendance records you no longer wish to keep in the system. It should be run at least once a year to keep the file size manageable. % 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 644%6 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!ls<9 ) ATTMENU  Attendance Call List 6 Print a roster of members with telephone number  based on a runtime selectable "last attendance  date". All members that have not attended since  this date will print.  6 After entering congregational attendance but prior to running this report, you must run the option  "Update Last Attendance Date".  6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!!/!!//!6//!4//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6466666666 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!DD!NI6 9 o ATTMENU  Congregational Summary By Date 6 Print a congregational attendance summary report  by user selectable date range.  6 Press to return to Main Menu Help  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//! .!#//!.!//!/!//8:  6666 $ 88 8 D! CC/  /#/ C/  !#/ D D! C D!NI6 9 omATTMENU  Organizational Summary By Date 6 Print a organizational attendance summary report  by user selectable date range.  6 Press to return to Main Menu Help  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//! .!#//!.!//!/!//8:  6666 $ 88 8 D! CC/  /#/ C/  !#/ D D! C D!`X6 9 /ATTMENU  Congregational Detail By Member 6 Print a congregational attendance detail report  by member showing the attendance status each day. 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//! .!#//!.!//!/!//8:  6% .6 $ 88 8 D! CC/  /#/ C/  !#/ D D! C D!`6L AATTA 'JATTJ BATTB '!KATTK CATTC '!LATTL DATTD '"MATTM EATTE '"NATTN FATTF GATTG HATTH IATTI 'XCMTSMENU Attendance Module  I Use , , , and  to move the highlight bar or press the first letter of a menu option to move highlight bar to that option. To make a menu selection, position the hightlight bar over the item and press ENTER. For detailed help on any option, select the option below in the same  manner. @ I I A) Build Attendance Records J) Attendance Call List B) Enter Attendance By Date K) Congregational Summary By Date  C) Enter Attendance By Member L) Organizational Summary By Date  D) Update Last Attendance Date M) Congregational Detail By Member E) Purge Old Records N) Organizational Detail By Member F) Build Attendance Records , G) Enter Attendance By Date , H) Enter Attendance By Member * I) Purge Old Records 3 %X) Exit to Main Help Menu I Press ESC to terminate HELP. I K/!/!//!I//!.!!.!!.!.!5//!I//!A.!!//!I//!I//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!.!*//KM I69 KJJI !!"",,*3% I*N KM! /LL/MM!  L/ / K!! Jp`X6 9 raATTMENU  Organizational Detail By Member 6 Print a organizational attendance detail report  by member showing the attendance status each day. 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//! .!#//!.!//!/!//8:  6% .6 $ 88 8 D! CC/  /#/ C/  !#/ D D! C D!q6 9 VIKEYMOVE3 Bank Number  6 Enter a valid identifier for this bank. This number does not have to be the same as the bank general  ledger asset account number.  6 6 6 Press for help on key movement  Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8:  640668  88 8 D!C C/ /  #/ C/ !  #/DD!DD!dY0 9 SEKEYMOVE3 FAX  6 Enter the bank fax number in #-#-#  format. This information is stored here for  documentation purposes.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8: 6+668  88 8 D!C C/ /  #/ C/ !  #/DD!s<9 >KEYMOVE3 Related GL Cash Account 6 Enter the general ledger asset account number  assigned to this bank account. This account  must have been defined in the accounts file  previously. This account will automatically  be updated by the appropriate transactions.  6 To select the account from a table of valid  accounts, press .  6 Press for help on key movement  Press to terminate HELP 66 8/!!/!//!6//!6//!6//!6//!6//!6//!6//!6//!.!//!6//!.!!//!.!//!/!//8: 6+6666668  88 8 D! CC/  /#/ C/  !#/ D D!DD!DD!t}<9 >KEYMOVE3 Related GL Expense Account 6 Enter the general ledger asset account number  assigned to this bank account. This account  must have been defined in the accounts file  previously. This account will automatically  be updated by the appropriate transactions.  6 To select the account from a table of valid  accounts, press .  6 Press for help on key movement  Press to terminate HELP 66 8/!/!/ /!6//!6//!6//!6//!6//!6//!6//!6//!.!//!6//!.!!//!.!//!/!//8: 6+6666668  88 8 D! CC/  /#/ C/  !#/ D D!DD!DD!k6 9 TBKEYMOVE3 Bank Name  6 Enter the name for this bank. This name is used  for documentation purposes and does not replace  the need for a descriptive account title for the  bank general ledger asset account name.  6 6 Press for help on key movement  Press to terminate HELP 66 8/! / !//!6//!6//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8:   666668  88 8 D!C C/ /  #/ C/ !  #/DD!DD!dk6 9  KEYMOVE3 Description of Account 6 6 Enter any additional description of this account  for documentation purposes.  6 6 6 Press for help on key movement  Press to terminate HELP 66 8/!!/!!//!6//!6//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8: 66/6668  88 8 D!C C/ /  #/ C/ !  #/DD!DD!M0 9  KEYMOVE3 Check Account Number  6 Enter the bank assigned check account number.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!6//!.!!//!.!//!/!//8: 6+8  88 8 D!C C/ /  #/ C/ !  #/DD!lY0 9  KEYMOVE3 Address  6 Enter up to three lines of address information  for this bank. This information is stored here for documentation purposes.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8: 6+668  88 8 D!C C/ /  #/ C/ !  #/DD!e6 9  KEYMOVE3 Related GL Ecpense Account 6 Enter the general ledger asset account number  assigned to this bank account. This account  must have been defined in the accounts file  previously. This account will automatically  be updated by the appropriate transactions.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!/ /!6//!6//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8: 6+66668  88 8 D!C C/ /  #/ C/ !  #/DD!DD!jY0 9 KEYMOVE3 Contact  6 Enter the name of the primary contact person  for this bank. This information is stored here for documentation purposes.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8: 6.668  88 8 D!C C/ /  #/ C/ !  #/DD!]M0 9  KEYMOVE3Telephone 6 Enter the bank telephone number in #-#-# format. This information is stored here for  documentation purposes.  6 Press for help on key movement  Press to terminate HELP 66 8/8/!6//!6//!6//!6//!6//!.!!//!.!//!/!//8:8 6+668  88 8 D!C C/ /  #/ C/ !  #/DD!cBH PERSONAL SCHEDULER  Day of 7  The month To Change Days To Change Months  Use: Use:   ##    Last Month  # AM Ŀ    Next Month  # PM    + Last Year   + Next Year  Total number of 1 AM Appointments '  + to Return to today's   Total number of '  PM Appointments 3 Press to access daily schedule.  E Press to terminate HELP. E G/G/!E//!E//!p !4//!p p!././!./!//!p p!/././.!./!//!p p!././!.!.!//!p !.!.!//!E//!/)!//!/.!.//!/!//!/)!//!E//!.! //!E//!".!//GI EE 4       EE!EE E"J GO!OO!! 5/4 ?/!+/ H/ / G! & &!9 9!GH 9  APPOINTMENT SUMMARY  Use the <> and <> keys to move the highlight bar. Enter appointments as desired. YOU MUST PRESS to save any appointments before returning to the  calendar. , 6 Press to enter additional note on the notepad. 6 Press to return to the calendar.  6 Press to terminate HELP. 6 8/8/! /!/!"//!0/!//!6//!6//!6//!/!+//!6//!/!*//!6//!/!//8:' $88888888  8 8 D! C/C C/ C/ /  !DD!/ /=A//  /Ur`O  UPDATE NOTES ! L Information typed into this field will be saved for the current  appointment date. The information can be scrolled by using the  , , +, and + keys, to view the  additional rows not currently displayed. is used to save and return to the appoinment window. is used to return without saving. Pressing or <> on the last row will save the MEMO field without returning to the appointment window. Pressing or <> on the first row will erase current changes without returning.  L Press to terminate HELP. L N/N//!J///!L//!L//!/!/!/!/!/!/!//!2/!//!2/!//!+/!/!//!//!//!$/!/!//!L//!L//!/!*//NP M MMMMM+/$MMMN N O/ M! O O! O O!  L!!N/  6/4:/::! 0 0! $ (!  !  !  !#/6jL UNKEYMOVE3 User Field 1  I This field is user definable. It may contain one character. One excellent use of this field is as a status indicator for custom  reports written with Clarion's Report Writer.  I The field description for this field is also user definable and may  be maintained in the SETUP module. % I Press for help on key movement.  I Press ESC to terminate HELP.  II K/!/ !//!I//!I//!I//!I//!I//!I//!I//!I//!.!+//!I//!.!*//!I//KM  IIIIIIII+I*IN K M!!MM! M M! M M!8dL KEYMOVE3 User Field 10 I This field is user definable. It may contain up to ten character.  One excellent use of this field is as a status indicator for custom  reports written with Clarion's Report Writer.  I The field description for this field is also user definable and may  be maintained in the SETUP module. % I Press for help on key movement.  I Press ESC to terminate HELP.  II K/!/+/!I//!I//!I//!I//!I//!I//!I//!I//!.!+//!I//!.!*//!I//KM+ IIIIIIII+I*IN K M!!MM! M M! M M!7jL  KEYMOVE3 User Field 2  I This field is user definable. It may contain two characters. One excellent use of this field is as a status indicator for custom  reports written with Clarion's Report Writer.  I The field description for this field is also user definable and may  be maintained in the SETUP module. % I Press for help on key movement.  I Press ESC to terminate HELP.  II K/!/ !//!I//!I//!I//!I//!I//!I//!I//!I//!.!+//!I//!.!*//!I//KM  IIIIIIII+I*IN K M!!MM! M M! M M!=jL #/KEYMOVE3 User Field 5  I This field is user definable. It may contain up to five character.  One excellent use of this field is as a status indicator for custom  reports written with Clarion's Report Writer.  I The field description for this field is also user definable and may  be maintained in the SETUP module. % I Press for help on key movement.  I Press ESC to terminate HELP.  II K/!/ !//!I//!I//!I//!I//!I//!I//!I//!I//!.!+//!I//!.!*//!I//KM  IIIIIIII+I*IN K M!!MM! M M! M M!I\0 9  KEYMOVE3 Amount  6 Enter the transaction amount for this transaction.  Note: Negative amounts are provided for adjusting  type entries. ( 6 Press for help on key movement.  Press to terminate HELP 6 8/!//!6//!6//!6//!6//!6//!.!!//!.!//8: 6,1 )8" 8 8 D!C C/ /  #/ C/ !  #/DD!xM0 9 2KEYMOVE3 Journal Code  6 Enter an optional user defined journal code that  indicates the source of the transaction. Typical  journal codes might be CHECK, PAYROLL, AP, etc.  6 Press for help on key movement.  Press to terminate HELP 6 8/!/ !//!6//!6//!6//!6//!6//!.!!//!.!//8:  6.688" 8 8 D!C C/ /  #/ C/ !  #/DD!=M0 9  Outstanding/Cleared Flag 6 Enter either "O"utstanding or "C"leared to  indicate the status of checks, deposits, and  other bank transactions.  6 Press to terminate HELP 66 8/!/!/!//!6//!6//!6//!6//!6//!.!//!/!//8: 6+288 88 8 D!C C/ /  #/ C/ !  #/DD!]E6 9 6 6 For more information on CMTS and CMTS PLUS, contact: 6 Torbert Data Systems, Inc.  P. O. Box 9218  Chesapeake, VA 23321  6 Voice (804) 488-5506 BBS (804) 488-4146  6 Press to terminate HELP 6 8/8/!6//!6//!6//!6//!6//!6//!6//!6//!6//!.!//8:8 666668888 8 8 D! CC/  /#/ C/  !#/ D D!DD!yH9 VMBRMENU RCMTSMENU Membership  6 Maintain extensive information on all families and  individuals within the church. Track special dates, talents, and organizations. Print mailing labels.  6 6 View Module Details  Return To Help Menu  6 6 Press to terminate HELP. 6 8/!/ !//!6//!6//!6//!6//!6//!p!//!p!//!p!//!p!//! /!#//!.!//8:  62 (26888 8 8 D! CC/  /#/ C/  !#// D D!CD! 3pDD!pB9 VDONMENU RCMTSMENU Donations  6 Track donations by member and fund category. Choose between several statement formats. Maintain a  comprehensive audit trail for all donations received. 6 6 View Module Details  Return To Help Menu  6 6 Press to terminate HELP. 6 8/!/ !!//!6//!6//!6//!6//!6//!p!//!p!//!p!//!p!//! /!#//!.!//8:  64/77888 8 8 D! CC/  /#/ C/  !#// D D!DD! 3pdN9 VFUNMENU RCMTSMENU Fund Accounting  6 This is a true fund accounting general ledger system. Most transactions are automatically created as a  result of entering deposit and cash disbursement  information. ) 6 View Module Details  Return to Help Menu  6 6 Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!p!//!p!//!p!//!p!//! /!#//!.!//8: ! 666  7888 8 8 D! CC/  /#/ C/  !#// D D!DD!DD! 3p to terminate HELP. 6 8/!/ !//!6//!6//!6//!6//!p!//!p!//!p!//!p!//! /!#//!.!//8:  4/86688 8 8 D!C C/ /  #/ C/ !  #/  /DD!DD! 4pnB 9 VVISMENU RCMTSMENU Visitation  Maintain information on shut-ins, visit dates and  visitation routes. Includes nice memo pad for  each member an sophisticated appointment schedular. 6 6 View Module Details  Return to Help Menu  6 6 Press to terminate HELP. 6 8/!/ !//!6//!6//!6//!6//!p!//!p!//!p!//!p!//! /!#//!.!//8:  1/38888 8 8 D! CC/  /#/ C/  !#// D D!  3pDD!nH9  VSETMENU RCMTSMENU Customize Church Setup 6 Customize CMTS to the special needs and requirements of your Church. Determine whether or not to require passwords, enter fund categories, special date  descriptions, organization names, talents, much more. 6 6 View Module Details  Return To Help Menu  6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!6//!p!//!p!//!p!//! /p!//!.!//8: 644.<788 8 8 D! CC/  /#/ C/  !#// D D!DD!DD! 3ph$ L - MCMTS1 - DCMTS2 -FCMTS3 - ACMTS4 - VCMTS5 -CCMTS6  Menu Help  Use , , , and  to move the highlight bar or press the first letter Membership  of a menu option to move highlight Donations  bar to that option. To make a menu Fund Accounting  selection, position the hightlight bar Attendance  over the item and press ENTER. For Visitation  detailed help on any option, select Customize Setup  the option below in the same manner. $ Press ESC to terminate HELP. I K/!!/ !//!.!!.!!.!.!p//!*p//!*p//!*p//!*p//!.! p//!*p//!*p//!.!*//KM!   6+ +     +I*N K M! LL/ /! M M!-KpYD0 9  Church Name  6 Enter the Church name as you wish it to appear  on all reports and menus. Be sure to center the  name within the total space available for the field. 6 Press .  6 Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//!6//!.!//!/!//8: 8/.21#8 88 8 D! C/C C/ /DD! ( ./  #/ C/ !(./  #/B09  Comments  6 Enter up to three lines of comments related to this record. Press to write the record  at any time. ( Press to terminate HELP. 6 8/!/!//!6//!6//!.!//!/!//!.!//8: 88" ) 8 8 D!C C/ /  #/ C/ !  #/DD!$2 Report Confirmation . You may direct the report to either the  screen or to a printer by pressing F2 to  toggle the direction. To cancel the report  press ESC. Press any other key to continue. . . For more information on report generation,  see the related section in the manual.  . Press to terminate HELP.  . 1!/!/!/ !/!./!/!./!/!$.!/!/!./!/!.!$/!/!./!/!./!/!./!/!./!/!./!/!.!/!/03 .'( $(0..1 1E!C/ /! E E!EE!Y0 9  Fund Number  Enter up to four digits corresponding to the fund  number for this fund category. You may also press  to view a pop up table of all funds. 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/ !//!6//!6//!.!.//!6//! .!#//!.!//!/!//8:  , 8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!Y0 9  Budget Amount  Enter the monthly budget amount for this account for this month. To enter the same amount for each month enter the monthly amount for January and press . 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/ !//!6//!6//!0.!!//!6//! .!#//!.!//!/!//8:  4448 $ 88 8 D!C C/ /  #/ C/ !  #/DD!*2 Journal Entries  - The total of all debits and credits must  be equal before the transaction is can be  ended. & - To add a new entry press . To  change an existing entry position the  selector bar over the desired record using either the  and  keys, or the and keys. Then press .  To delete a record position the selector  the selector bar over the desired record,  then press .  - Press to continue - 1!/ !/!/ !!/!-/!!/!-/!!/!-/!!/!-/!!/!-/!!/!.! /!!/!-/!!/!-/!!/! .!/..!./!/!!/!/. !.!/!!/!-/!!/!-/!!/! .!/!!/!-/!!/!.!/!!//!3  - "/11 1   1111 1E!/CC/C/!EE!EE!<2 Require Password . Indicate 'Y' to require a password to access each module, indicate 'N' if you do not  require security.  . IMPORTANT - If you elect to require a pass- word, be sure and set up the passwords  for each user before activating this feature. If you fail to do so, you will be locked out. . Press to terminate HELP.  . 1!/!/!!/ !/!./!/!./!/!./!/!./!/!/!//!/!-//!/!-//!/!./!/!./!/!-//!/!.!//!/03 .,'0+&//.1 1E! CC/C/ / 5 5/ % +/&(/! E E!EE!@ 9  Event 2 Description  6 The congregational attendance capability supports up to three user definable events. Enter a description for event 2. ) 6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!.!//8: 66666; 8 D! C C/  #/ !DD!@ 9  Event 3 Description  6 The congregational attendance capability supports up to three user definable events. Enter a description for event 3. ) 6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!.!//8: 66666; 8 D! C C/  #/ !DD!N6 9  Fiscal Year Start Month 6 When fund accounting is first installed, the  the two-digit fiscal year starting month should  be entered here. Thereafter, the field should  never be changed. ! 6 6 6 Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//!6//!/!//!/!.!//!6//8: 70888888  88 8 D! C/C C/ C/ / ' */  /  !DD!G6 9  Donation Year  6 Enter the year when you first set up CMTS. Then  this field should normally not be maintained.  Running the year end routine automatically  updates this field. It should only be maintained under direction of the CMTS programmers. 6 6 Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//!6//!/!//!/!.!//!6//8:  888#8888  88 8 D! C/C C/ C/ / ' */  /  !DD!n6 9  Fund Accounting Year 6 When fund accounting is first installed, the  current financial year should be entered here.  Running the year end routine automatically  updates this field from then on. Thereafter,  the field should not be changed.  6 6 Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//!6//!/!//!/!.!//!6//8: 80 #  88  88 8 D! C/C C/ C/ / ' */  /  !DD!4I 9  User Description 1  6 Enter the description you wish to associate with  the 1 byte user definable field. This field is on the membership maintenance screen.  6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!.!//8: 66 66; 8 D! C C/  #/ !DD!4I 9  User Description 2  6 Enter the description you wish to associate with  the 2 byte user definable field. This field is on the membership maintenance screen.  6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!.!//8: 66 66; 8 D! C C/  #/ !DD!4I 9  User Description 5  6 Enter the description you wish to associate with  the 5 byte user definable field. This field is on the membership maintenance screen.  6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!.!//8: 66 66; 8 D! C C/  #/ !DD!7I 9  User Description 10  6 Enter the description you wish to associate with  the 10 byte user definable field. This field is  on the membership maintenance screen.  6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!.!//8: 66!66; 8 D! C C/  #/ !DD!@ 9  Event 1 Description  6 The congregational attendance capability supports up to three user definable events. Enter a description for event 1. ) 6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!.!//8: 66666; 8 D! C C/  #/ !DD!I$2 Miscellanous Parameters   - To change any information, press .  - Press to continue - - 1!/ !/!/ !!/!-/!!/!".!/!!/!-/!!/!.!/!!/!-/!!//!3   /(11/ 1E!CC//%,/!EE!?B 9  Description  6 Enter a description of up to 25 alphanumeric  characters for this record.  6 Press to terminate HELP. 66 8/!/ !//!6//!6//!.!//!//!6//!.!//!/!//8:  778 88 8 D!C C/ / ( ./  #/ C/ !(./  #/DD!+,!C6 9  Description Number  6 Enter up to 2 numeric digits unique to this  description. This can range from 1 to 99.  6 Press to terminate HELP. 66 8/!/ !/!//!6//!6//!6//!6//!.!//!/!//8:  8888 88 8 D!C C/ / ( ./  #/ C/ !  #/DD!~Z< 9  Category Number  6 Enter up to 2 numeric digits unique to this  category. This can range from 1 to 99. 6 To view existing records through a pop-up  table, press .  6 Press to terminate HELP. 66 8/!/!/!!//!6//!6//!6//!6//!6//!.!//!6//!.!//!/!//8: 666778 88 8 D!C C/ / ( ./  #/ C/ !  #/DD!DD!Q6 9 DONMENU  Post Donations By Name  6 Post new donations and edit donations that have not been finalized. Members may be accessed quickly  and conveniently by entering part or all of their  last name,then positioning the selector bar on them. 6 Press to return to prior help menu.  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 666688 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!K6 9 aiDONMENU  Post Donations By Envelope Number 6 Post new donations and edit donations that have not been finalized. Members may be accessed quickly and conveniently by entering part of their envelope  number, and then positioning the seleclor bar.  6 Press to return to prior help menu  Press to terminate HELP 66 8/ !/-/!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: - 666688 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!6 9 DONMENU  Detail Data Entry Edit Listing 6 After entering donations but before finalizing, you should print a data entry edit listing to insure  that your data entry is error free. This report  will list each transaction by fund category with  both fund and grand totals.  6 Press to return to prior help menu  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  631 &08 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!t6 9 e DONMENU  Summary Data Entry Edit Listing 6 After entering donations but before finalizing, you should print a data entry edit listing to insure  that your data entry is error free. This report  will list total giving for each fund category.  6 Press to return to prior help menu  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  631 &.8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!u<9 .DONMENU  Finalize Data Entry 6 This routine updates the data base and creates a  audit trail of the donation data entry. Prior to  running this option you should insure through a  Data Entry Edit Listing that your data entry is  correct. Backup is recomended at this time. 6 Once this routine is run, corrections must be made  by posting adjusting transactions. See the user's  manual for more information on this topic. 6 Press to return to prior help menu  Press to terminate HELP 66 8/!!/!!//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66666666688 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!DD!=a69  dDONMENU  Member Pledge/Giving Maintenance  6 Maintain member's giving information. This option  allows you to maintain member's pledge amount by  fund category. You may enter both an annual and  a "life of the fund" pledge amount for any category desired. You can even enter next year's pledge  information in advance.  6 Press to return to prior help menu  Press to terminate HELP 66 8/ !/ !/ /!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:   66666666 $ 88 8 D! CC/  /#/ C/  !#/ D D!D D!d69 raDONMENU  Year End Roll  6 This routine rolls the "year", moves all current  year totals to prior year totals, clears the current year fields and prepares for the new year. 6 Files should be backed up prior to selecting this  option. . 6 Press to return to prior help menu  Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  66666666 #6; 8 D! CC/  /#/ C/  !#/ D D!D D!m6 9 esDONMENU  Purge History  6 This routine provides the ability to purge old  transactions. In no event can current year trans-  actions be purged. Backup of all data files should be run prior to executing this option.  6 Press to return to prior help menu  Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  6!2, -6 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!K< 9 DONMENU  Export Donation Data  This option will allow you to export donation data  into a comma delimited, ASCII text file. This file may then be accessed by many spreadsheets and other products that can import such files.  6 See CMTS.DOC for the layout of this file. 6 Press to return to prior help menu  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8:    8888888 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/  /Z6 9 tiDONMENU  Statement Processing Options 6 Select this option to view the statement processing menu. Several different statement processing  options are available.  6 6 Press to return to prior help menu  Press to terminate HELP 66 8/!/!/ /!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 67888 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!o6 9 IDONMENU  Detail Donation Inquiry By Member  6 View detail donation transactions by member. Current year as well as historical transactions may be  viewed. Transations that havve not been finalized  may be viewed as well.  6 Press to return to prior help menu  Press to terminate HELP 66 8/ !/!!/ /!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: ! 6432 8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!x6 9 DONMENU  Detail Donation Inquiry By Fund  6 View detail donation transactions by fund. Current year as well as historical transactions may be  viewed. Transations that havve not been finalized  may be viewed as well.  6 Press to return to prior help menu  Press to terminate HELP 66 8/ !!/!!/ /!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  6332 8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!vY6 9  HDONMENU  Quarterly Fund Inquiry  6 View summary information by fund category. Current  year as well as prior year quarterly totals may be  viewed. . 6 Press to return to prior help menu.  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  628.8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!*-$N ADONA ($KDONK $BDONB ("LDONL !CDONC (MDONM "DDOND (NDONN EDONE (ODONO #FDONF (PDONP GDONG (QDONQ HDONH (RDONR IDONI ("SDONS JDONJ (TDONT XCMTSMENU Donation Module  K Use , , , and  to move the highlight bar or press the first letter  of a menu option to move highlight bar to that option. To make a menu  selection, position the hightlight bar over the item and press ENTER.  For detailed help on any option, select the option below in the same  manner. B K A) Post Donations By Name K) Detail Donation Inquiry By Member B) Post Donations By Envelope Number L) Detail Donation Inquiry By Fund  C) Detail Data Entry Edit Listing M) Quarterly Fund Inquiry D) Summary Data Entry Edit Listing N) Donation Activity By Member  E) Finalize Data Entry O) Donation Activity By Fund F) Member Pledge/Giving Maintenance P) Donation Summary By Member  G) Year End Roll Q) Donation Summary By Fund H) Purge History (Date Range) R) Weekly Donation Summary I) Export Donation Data S) Call List By Last Donation Date  J) Statement Processing Options T) Quarterly Fund Summary K X) Exit to Main Help Menu 1 K Press ESC to terminate HELP. K M/!/!//!K//!.!!.!!.!.!5/!//!I/!//!A.!!/!//!I/!//!I/!//!I/!//pJ!//pJ!//pJ!//pJ!//pJ!//pJ!//pJ!//pJ!//pJ!//pJ!//pJ!//pJ!//!K//!.!,//MO K78 LLL $$"! " #  " K1K,P MO!/L L/ Lp!OO!xb6 9 DONMENU  Donation Activity By Member  6 Print detail donation transactions by member.  Current year as well as historical transactions may be printed. * 6 Press to return to prior help menu  Press to terminate HELP 66 8/ !!/!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  6.4 *8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!iY6 9 leDONMENU  Donation Activity By Fund 6 Print detail donation transactions by fund. Current year as well as historical transactions may be printed. * 6 Press to return to prior help menu  Press to terminate HELP 66 8/)!//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:) 6+ 4 *8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!lY6 9 11DONMENU  Donation Summary By Member 6 Print summary information by member. Current year as well as prior year quarterly totals may be  printed. - 6 Press to return to prior help menu  Press to terminate HELP 66 8/!/!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6, 8-8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD![* 4 Donation Data Entry 1 To enter another donation for this member,  press . To change an existing  entry, position the highlight bar over the  desired selection, and press . When all transactions for this member have been  entered press .  1 Press to terminate help. 1 3/!/!//!1//!1//! .!//!1//!!.! //!1//!.!//!1//!.!//35 11 3" 333 3E!/DD/D/!EE!EE!QU0 9 ddDONMENU  Donation Summary By Fund (Date Range)  6 Print summary information by fund category for any  user selectable date range.  6 Press to return to prior help menu  Press to terminate HELP 66 8/ !/%!//!6//!6//!6//!6//! .!#//!.!//!/!//8: % 626 $ 88 8 D!C C/ /  #/ C/ !  #/DD!PU0 9 DONMENU  Weekly Donation Summary  6 Print a donation summary report with totals rolled  up by fund category by week ending date. 6 Press to return to prior help menu  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//! .!#//!.!//!/!//8: 62( 6 $ 88 8 D!C C/ /  #/ C/ !  #/DD!>L 4 DONMENU  Call List By Last Donation Date  1 Print a "call list" of members based on a user selectable "last donation date" cutoff. 1 Press ENTER to return to prior help menu  Press ESC to terminate HELP 15/!!/!!//!1//!1//!1//!1//! .!!//!.!//35 121j 5! /55!  !v\6 9 /DONMENU  Quarterly Fund Summary  6 Print summary information by fund category. Current year as well as prior year quarterly totals may be  printed. - 6 Press to return to prior help menu  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  638-8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!*2 Transaction Distributions  - The total distribution amount must equal  the amount to be distributed for this  transaction. - To add a new entry press . To  change an existing entry position the  selector bar over the desired record using either the  and  keys, or the and keys. Then press .  To delete a record position the selector  the selector bar over the desired record,  then press .  - Press to continue - 1!/ !/!/ !!/!-/!!/!-/!!/!-/!!/!-/!!/!-/!!/!.! /!!/!-/!!/!-/!!/! .!/..!./!/!!/!/. !.!/!!/!-/!!/!-/!!/! .!/!!/!-/!!/!.!/!!//!3  -(11 1   1111 1E!/CC/C/!EE!EE!d<9  Export Transactions  6 This option will allow you to export transactions  into a comma delimited, ASCII text file. The file  may then be accessed by many spreadsheets and other products that can import such files. Press  to cancel the export, any other key to continue.  6 See the manual for the layout of this file.  6 Press to terminate HELP. 66 8/ !/!/ /!6//!6//!6//!6//!-.!//!6//!6//!6//!6//!.!//!6//8:  6666-66666; 8 D! C/CC/  /DD!#/ C/  ! B!DD! <L $SFAM05  FFAM02 $ SFAM08 AFAM04 $AFAM09  PFAM06 $DFAM11  NFAM03 $HKEYMOVE2 Family Number  I Enter a unique identifier for this family (up to four digits).  When adding new families, the system will "autoassign" a family  number. To accept this value, press - or - input the  desired value and press . # I For additional help, select any of the topics below and press . I I Family Number Statement Sort  Family Name Status Code  Address Alternate Family  Phone Number Delete Family?  Name Sort Help on Key Movement  I I Press ESC to terminate HELP. I K/!/,/!I//!I//!I//!+.!//!.!$//!I//!@.!!//!I//!pG!//!px p9!//!pG!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM IK?,$I@II     II*N KM! /LL/  L/ /  K!!JpMM!!./<L  FFAM01 $SFAM05 $ SFAM08 AFAM04 $AFAM09  PFAM06 $DFAM11  NFAM03 $HKEYMOVE2 Family Name  I Enter the family name. This could be the last name, both the husband and wife's name or literally any format you desire. When you elect  to print combined statements (husband and wife) together, this name  will appear on the statement. * I For additional help, select any of the topics below and press . I I Family Number Statement Sort  Family Name Status Code  Address Alternate Family  Phone Number Delete Family?  Name Sort Help on Key Movement  I I Press ESC to terminate HELP. I K/K/!I//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!px p;!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM  IKJJII@II     II*N KM! /LL/  L/ / K!!JpMM!!./<L  FFAM01 $SFAM05  FFAM02 $ SFAM08 AFAM04 $AFAM09  PFAM06 $DFAM11 $HKEYMOVE2 Name Sort  I Enter the last name. Certain reports will sort by this name. If the family name has the value "Mr and Mrs John Smith", the name "Smith" should be entered here to insure proper sorting. I I For additional help, select any of the topics below and press . I I Family Number Statement Sort  Family Name Status Code  Address Alternate Family  Phone Number Delete Family?  Name Sort Help on Key Movement  I I Press ESC to terminate HELP. I K/K/!I//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!px p=!//!pG!//!I//!.!*//KM   IKJJII@II     II*N KM! /LL/  L/ / K!!JpMM!!./<L  FFAM01 $SFAM05  FFAM02 $ SFAM08 $AFAM09  PFAM06 $DFAM11  NFAM03 $HKEYMOVE2 Address  I Enter up to three address lines. The street address, city, state and zip code should all be entered within these fields.  I I I For additional help, select any of the topics below and press . I I Family Number Statement Sort  Family Name Status Code  Address Alternate Family  Phone Number Delete Family?  Name Sort Help on Key Movement  I I Press ESC to terminate HELP. I K/K/!I//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pxp?!//!pG!//!pG!//!pG!//!I//!.!*//KM! ! IKJJII@II     II*N KM! /LL/  L/ / K!!JpMM!!./<L  FFAM01  FFAM02 $ SFAM08  NFAM03 $AFAM09 AFAM04 $DFAM11  PFAM06 $HKEYMOVE2 Statement Sort  I The zip code should be entered here as well as within the address  fields. This is necessary so that reports and label programs that  print in zip code order can sort properly.  I I For additional help, select any of the topics below and press . I I Family Number Statement Sort  Family Name Status Code  Name Sort Alternate Family  Address Delete Family?  Phone Number Help on Key Movement  I I Press ESC to terminate HELP. I K/K/!I//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!p!xp!//!pG!//!pxxp7!//!p xp9!//!pG!//!pG!//!I//!.!*//KM IKJJII@II     II*N KM! /LL/  L/ / K!!JpMM!2/<L  FFAM01 $SFAM05  FFAM02 $ SFAM08 AFAM04 $AFAM09 $DFAM11  NFAM03 $HKEYMOVE2 Phone Number  I Enter the telephone number for this household. This number will  appear on rosters and other appropriate reports for all members  belonging to this family. + I I For additional help, select any of the topics below and press . I I Family Number Statement Sort  Family Name Status Code  Address Alternate Family  Phone Number Delete Family?  Name Sort Help on Key Movement  I I Press ESC to terminate HELP. I K/K/!I//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!px p:!//!pG!//!pG!//!I//!.!*//KM  IKJJII@II     II*N KM! /LL/  L/ / K!!JpMM!!./<L  FFAM01 $SFAM05  FFAM02 AFAM04 $AFAM09  PFAM06 $DFAM11  NFAM03 $HKEYMOVE2 Status Code  I This is a user-definable field. You may use this field to indicate  families no longer active, etc. This is an especially handy field  to use in conjunction with custom "Report Writer" reports. I I For additional help, select any of the topics below and press . I I Family Number Statement Sort  Family Name Status Code  Address Alternate Family  Phone Number Delete Family?  Name Sort Help on Key Movement  I I Press ESC to terminate HELP. I K/K/!I//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!p!x p!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM  IKJJII@II     II*N KM! /LL/  L/ / K!!JpMM!!./<L  FFAM01 $SFAM05  FFAM02 $ SFAM08 AFAM04  PFAM06 $DFAM11  NFAM03 $HKEYMOVE2 Alternate Family  I This field is especially useful when it becomes necessary to assign  a member his/her own address (a college student, etc.) This field  provides a linkage and a reminder of the original family number.  I I For additional help, select any of the topics below and press . I I Family Number Statement Sort  Family Name Status Code  Address Alternate Family  Phone Number Delete Family?  Name Sort Help on Key Movement  I I Press ESC to terminate HELP. I K/K/!I//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!p!xp!//!pG!//!pG!//!pG!//!I//!.!*//KM $ IKJJII@II     II*N KM! /LL/  L/ / K!!JpMM! ./<L  FFAM01 $SFAM05  FFAM02 $ SFAM08 AFAM04 $AFAM09  PFAM06  NFAM03 $HKEYMOVE2 Delete Family?  I This allows you to flag families for deletion. The "Purge" option  will then delete families that have been flagged, provided that all  family members have also been flagged and can be successfully deleted. I I For additional help, select any of the topics below and press . I I Family Number Statement Sort  Family Name Status Code  Address Alternate Family  Phone Number Delete Family?  Name Sort Help on Key Movement  I I Press ESC to terminate HELP. I K/!/,/!I//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!p!xp!//!pG!//!pG!//!I//!.!*//KM, IKJJII@II     II*N KM! /LL/  L/ / K!!JpMM!!./u<9  Finalize Transactions 6 This routine updates the data base and creates a  audit trail of all data entry. Prior to running  this option you should insure through a  Data Entry Edit Listing that your data entry is  correct. Backup is recomended at this time. 6 Once this routine is run, corrections must be made  by posting adjusting transactions. See the user's  manual for more information on this topic. 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!/ !//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66#66666688 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!DD!IY0 9  CFUNMENU  Enter Transactions  6 Enter new financial transactions and edit  transactions that have not been finalized.  6 Press to return to prior help menu.  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6  8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!m6 9  FUNMENU  Transaction Edit Listing 6 After entering transactions but before finalizing,  you should print a data entry edit listing to insure that your data entry is error free. This report  will list each transaction by bank in check number  order and show both bank and grand totals. 6 Press to return to prior help menu.  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 688 &7* 8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!u<9 onFUNMENU  Finalize Transactions 6 This routine updates the data base and creates a  audit trail of all data entry. Prior to running this option you should insure through a  Data Entry Edit Listing that your data entry is  correct. Backup is recomended at this time. 6 Once this routine is run, corrections must be made  by posting adjusting transactions. See the user's  manual for more information on this topic. 6 Press to return to prior help menu.  Press to terminate HELP 66 8/!/!/ !//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66#66666688 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!DD!Vw69  tFUNMENU  General Ledger Accounts 6 You may add new accounts or maintain the description for any existing account. You may also flag inactive accounts for deletion, however no accounts will be  deleted if they have a balance or current year trans- actions. The account types are: 1-Asset 2-Liability 3-Fund Equity 4-Revenue 5-Expenditure  6 6 Press to return to prior help menu.  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6   $666668 $ 88 8 D! CC/  /#/ C/  !#/ D D!DD! M0 9  Fund Description  6 Enter an appropriate description of up to 30  characters for this fund.  6 6 Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!.!//!/!//8: 6-88 88 8 D!C C/ /  #/ C/ !  #/DD!V0 9  Fund Number  6 Enter up to four digits to assign an account number to this fund category.  6 6 Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!6//!.!//!/!//8:  6388 88 8 D!C C/ /  #/ C/ !  #/DD!e69 >FUNMENU  Bank Information  6 For every bank checking account, you must set up a  bank record. You will need to set up a corresponding asset account and expense account prior to adding a bank record. ) 6 6 6 6 Press to return to prior help menu.  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 666666668 $ 88 8 D! CC/  /#/ C/  !#/ D D!DD!d69  FUNMENU  Vendors  6 Enter all vendors you normally write checks to.  Your check reconiliation records will reflect the  payee for each check. One time or occassional  vendors do not have to be set up unless you wish  to do so. , 6 6 Press to return to prior help menu.  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66666666 #6; 8 D! CC/  /#/ C/  !#/ D D!D D!d69  FUNMENU  Check Reconcilation  6 Select this option to indicate checks, deposits, and other transactions that have cleared the bank or  appeared on the bank statement.  6 6 6 6 Press to return to prior help menu.  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66666666 #6; 8 D! CC/  /#/ C/  !#/ D D!D D!J69 FUNMENU  Year End Processing  6 This routine rolls the "year", moves all current  year totals to prior year totals, clears the current year fields and prepares for the new year. Monthly  amounts and budget amounts are moved from current  year to prior year as well. Files should always be backed up prior to selecting this option. 6 Press to return to prior help menu  Press to terminate HELP 66 8/!!/!!//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 666,1366 #6; 8 D! CC/  /#/ C/  !#/ D D!D D!m6 9 alFUNMENU  Purge Old Transactions 6 This routine provides the ability to purge old  transactions. In no event can current year trans-  actions be purged. Backup of all data files should be run prior to executing this option.  6 Press to return to prior help menu.  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6!2, -6 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!H9 FUNMENU  Purge Deleted Records  6 This routine will delete accounts that have been  flagged for deletion provided that  6 1 - The account balance is zero  6 and * 6 2- There are no current year transactions  associated with the account.  6 Insure that all files are backed up prior to  executing this option.  6 Press to return to prior help menu.  Press to terminate HELP. 66 8/!/!//!6//!6//!6//!6//!6//!6//!6///!5//!6//!6//!6//!6//!6//!6//! .!#//!/.!//!/!//8: 66666666666666 # 6; 8 D! C/ CC/  / D D!#/ C/  !#//DD!  B!h69  sFUNMENU  Export Transactions  6 This option will allow you to export financial trans- actions into a comma delimited, ASCII text file.  This file may then be accessed by many spreadsheets and other products that can import such files.  6 See CMTS.DOC for the layout of this file. 6 Press to return to prior help menu.  Press to terminate HELP. 66 8/ !/!/ !/!6/!/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!6//8:  66 666666 #6; 8 D! C/CC/  /DD!#/ C/  ! B!yh6 9 FUNMENU  Detail Transaction Inquiry  6 View summary detail of all transactions. Both  current year as well as historical transactions  may be viewed. ' 6 Press to return to prior help menu.  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  6  '8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!e6 9  FUNMENU  Account Inquiry  6 View summary information by account. Current  year as well as prior year monthly totals may be  viewed. For income and expense accounts, you may  also view budget information.  6 Press to return to prior help menu.  Press to terminate HELP 6 8/ ! /! / /!6//!6//!6//!6//!6//!6//! .!#//!.!//8:   6-.88 $ 8 8 D!C C/ /  #/ C/ !  #/DD!DD!76LAFUNA )LFUNL BFUNB )MFUNM CFUNC )NFUNN DFUND )OFUNO EFUNE )"PFUNP  FFUNF )QFUNQ GFUNG )RFUNR HFUNH )SFUNS IFUNI )TFUNT JFUNJ )UFUNU KFUNK )VFUNV )WFUNW )XCMTSMENU Menu Help  Use , , , and  to move the To make a menu selection, position highlight bar or press the first the hightlight bar over the item  letter of a menu option to move and press ENTER. For detailed help highlight bar to that option. on any option, select the option  &below in the same manner. A) Enter Transactions L) Transaction Detail Inquiry  B) Transaction Edit Listing M) Account Inquiry  C) Finalize Transactions N) Check Register  D) General Ledger Accounts O) Chart of Accounts  E) Bank Imformation P) Revenue and Expendure Statement F) Vendors Q) Sources and Uses of Funds  G) Check Reconcilation R) Trial Balance  H) Year End Processing S) Actual vs Budgeted Report  I) Purge Old Transactions T) Check Register  J) Purge Deleted Accounts U) Transaction Audit Trail  K) Export Transactions V) Balance Sheet  'W) Changes in Fund Equity 'X) Exit to main help menu I Press ESC to terminate HELP. I K/!!/ !//!.!!.!!.!.!6//!I//!0.!//!I//!I//pI//pI//pI//pI//pI//pI//pI//pI//pI//pI//pI//pI//pI//!I//!.!)//KM!  6* 0*I  "   ' ' I)N KM! /LL/  L/ /!MM!MM!KpLP6 9  FUNMENU  Check Register  6 View all deposits, checks, and other bank charges for each check account.  6 6 6 Press to return to prior help menu.  Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 788888 $ 88 8 D! C/C C/ /DD!  #/ C/ !  #/fP6 9  FUNMENU  Chart of Accounts  6 Print a list of all assets, liabilities, fund equity accounts, revenue accounts and expense accounts.  6 6 6 Press to return to prior help menu.  Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 788888 $ 88 8 D! C/C C/ /DD!  #/ C/ !  #/H6 9  FUNMENU  Revenue and Expenditure Statement 6 This statement shows all revenues and expenditures  by fund equity. Each fund equity account begins  on a new page. ' 6 6 Press to return to prior help menu.  Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:# 788(88 $ 88 8 D! C/C C/ /DD!  #/ C/ !  #/e6 9  FUNMENU  Source and Uses of Funds (Detail)  6 View detail transaction level information effecting all fund equity accounts. All details effecting  revenue (sources of funds) and expenditures (uses  of funds) is shown. ! 6 Press to return to prior help menu.  Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: ! 7301"8 $ 88 8 D! C/C C/ /DD!  #/ C/ !  #/|6 9  FUNMENU  Trial Balance  6 A list of all accounts and the current balance for  each account is shown. Fund equity accounts are  shown with unadjusted balances as changes in fund  equity is reflected in the balances of the revenue  and expenditure accounts.  6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!$//!./!//8:  770128 %!8 8 D! C/C C/ /DD!  #/ C/ !  #/]6 9  FUNMENU  Actual vs Budgeted Summary  6 Print actual vs budgeted amounts for each month  for the current year as well as the prior year.  All revenue and expenditure accounts are shown.  6 Press to return to prior help menu.  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  6///8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!Yb6 9  FUNMENU  Check Register  6 Print a report showing all deposits, checks, and  bank charges for each check account.  6 6 6 Press to return to prior help menu.  Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 7 '888 $ 88 8 D! C/C C/ /DD!  #/ C/ !  #/k6 9 /FUNMENU  Transaction Audit Trail  6 Print detail transactions by transaction number for selected date range. Current year as well as his-  torical transactions may be printed.  6 Press to return to prior help menu.  Press to terminate HELP 66 8/ !/!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  68 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!q6 9 FUNMENU  Balance Sheet  6 Print a balance sheet showing all asset, liability and fund equity accounts. The fund equity accounts reflect adjusted balances from revenue and expense accounts. Thus the balance sheet is always in  balance. , 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8:  7432.-8 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/w6 9 FUNMENU  Changes in Fund Equity 6 In summary form, prints a schedule showing the start- ing balance, and changes due to fund transfers,  sources and uses of funds for each fund equity  account. - 6 Press to return to prior help menu.  Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 76,..8 $ 88 8 D! C/C C/ /DD!  #/ C/ !  #/lB 2  Password  . Enter your assigned password. Provided that your password allows access to this module  you will then go to the menu. If access is denied, notify your system administrator.  . Press to terminate HELP  . . 1!/!/!/!/!./!/!-//!/!-//!/!-//!/!-//!/!/!//!/!.!//!/!/!//!/03 .,*()00. 1E! CC/C/ / 5 5/ % +/%,/&(/! E E!EE!/09  Inquiry  6 Press to return to the scrolling table.  6 Press to terminate HELP 6 8/!/ /!6//! .!%//!6//!.!//8: 8 &8 8 8 D!C C/ /  #/ C/ !  #/DD! Q0 2  -  - Use the  and  keys, or the and the keys to browse, press  to quit.  - Press to continue - 1!//!!/!-/!!/! .!.!.!.!/!!/!. !/!!/!.!&/!!/!-/!!/!.!/!!//!3/ 1   11 1 E! CC/C/ / % +/&,/! E E!b6 9  General Journal Entries 6 Press to make general journal entries for this transaction. Press when all entries are  complete and total debits equal total credits.  6 When making journal entries, the total debit amount must equal the total credit amount.  6 Press to terminate HELP 66 8/!/!!//!6//!.!+//!.!//!6//!6//!6//!6//!6//!.!//!/!//8: 6+66688 88 8 D!C C/ /  #/ C/ !  #/DD!DD!;6L  MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4SMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 LMBR14 4 DMBR27  Help on Key Movement  Press to go to the next field. Use <> and <> to move from  field to field. Press to cancel changes in the current field.  Press + to cancel all changes. Press To  write the record without completing all fields.  I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Spouse  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Label Sort Key Delete Member Help on Key Movement  I Press ESC to terminate HELP. I K/!/!//!.!.!.!//!.!+//!.!.!.!.!//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pxp!//!I//!.!*//KM , JI@I                I*N KM! /LL/  L/ / K!! JpMM!ZL  FFAM01 $SFAM05  FFAM02 $ SFAM08 AFAM04 $AFAM09  PFAM06 $DFAM11  NFAM03  Help on Key Movement  I Press to go to the next field. Use <> and <> to move from  field to field. Press to cancel changes in the current field.  Press + to cancel all changes.  I I For additional help, select any of the topics below and press . I I Family Number Statement Sort  Family Name Status Code  Address Alternate Family  Phone Number Delete Family?  Name Sort Help on Key Movement  I I Press ESC to terminate HELP. I K/!/!//!I//!.!.!.!//!.!+//!. !4//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!p!xp!//!pG!//!I//!.!*//KM J0JJII@II     II*N KM! /LL/  L/ / K!!JpMM!!./13.9;. . . .v L Help on Key Movement  I Press to go to the next field. Use <> and <> to move from  field to field. Press to cancel changes in the current field.  Press + to cancel all changes. Press To  write the record without completing all fields.  I Press ESC to terminate HELP. I K/!/!//!I//!.!.!.!//!.!+//!.!.!.!.!//!I//!I//!.!*//KM I+II*N KM!!MM![Q< 2  -  Position the selector bar over the desired record using the  and  keys, or the and the keys. To select the record, press .  - Press to continue - 1!//!!/!-/!!/!.!.!.!/!!/!./!. !/! /!!/!.!/!!/!-/!!/!.!/!!//!3/ 1 11 1 E! CC/C/ / 5 5/ % +/%,/&,/! E E!"Q6LDA (VL  DB (PM CC (SN CD (PO CE (DP SF (CQ SG (SR RH (LS  PI (LT DJ (LU FK (LV (LW (WX (RY  Menu Help  Use , , , and  to move the highlight bar or press the first letter of a menu option to move highlight bar to that option. To make a menu selection, position the hightlight bar over the item and press ENTER. For detailed help on any option, select the option below in the same  manner. @ Disk Vendors By Name Vendor Categories  Disk Vendors By Category By Name Product Descriptions  Customers By Account Number Sales Jouranl (Date Range) Customers By Individual Name Purchases Journal (Date Range)  Customers By Company Disk Vendor Listing (Category)  Suppliers By Account Number Customer Listing  Suppliers By Company Supplier Listing  Registrations (Sales) Labels - Disk Vendors  Purchases Labels - Business Customers  Data Entry Edit Listing Labels - Individual Customers  Finalize (Update) Transactions Labels - Customers (By Product)  &Labels - Suppliers  &Weekly Sales Summary  &Registered Users(By Product)  Press ESC to terminate HELP. I K/!!/ !//!.!!.!!.!.!5//!I//!A.!!//!I//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!.!*//KM!  59 KK      &&&*N KM! /LL/MM!  L/ / K!!Jp6L SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Member Number  I Enter a unique identifier for this member (up to nine digits). You can use the member's social security number or use any numbering system  you desire. The system will "autoassign" the next sequential number. To override this, simply, enter the desired number.  For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/!/ !//!I//!I//!I//!I//!I//!@.!!//!I//!px p7!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM  IKJ83@I               II*N KM! /LL/  L/ / K!! JpMM!i 6L  MMBR01 SMBR08 4 DMBR18  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Family Number  I Enter the family number asociated with this member. You may press to view a popup table of all families.  Before a member can be added, the family must already exist.  I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/!/ !//!I//!I//!.!*//!I//!I//!@.!!//!I//!pG!//!px p7!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM  IK *JI@I               II*N KM! /LL/  L/ / K!! JpMM!6L MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Last Name  I Enter this member's last name of up to fifteen digits. I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/ !/ !/ /!I//!/!+//!I//!@.!!//!I//!pG!//!pG!//!px p;!//!pG!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM   I,J@I               II*N KM! /LL/  L/ / K!! JpMM!<L MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  First Name  I Enter this member's first name of up to twelve characters.  I For additional help, select any of the topics below and press . Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/ !/ !//!I//!I//!I//!@.!!//!pG!//!pG!//!pG!//!px p:!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM   IKI@               II*N KM! /LL/  L/ / K!! Jp C I/MM!6L MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Middle Initial  I Enter this member's Middle Initial.  I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/!/!//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!pxp6!//!pG!//!pG!//!pG!//!I//!.!*//KM IKI@I               II*N KM! /LL/  L/ / K!! JpMM!6L MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Title Please enter the title or "sirname" for this member (Mr., Mrs., Miss,  etc.) Use up to six characters as needed.  I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/"!/!/"/!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!pxp?!//!pG!//!pG!//!I//!.!*//KM"" IKI@I               II*N KM! /LL/  L/ / K!! JpMM!1<L  MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23 HKEYMOVE 4 DMBR27  Marriage Code  I Please enter this member's marital status using the following code:  S = Single -M = Married  W = Widdow or Widder #D = Divorced  I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/!/ !//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!px p7!//!pG!//!I//!.!*//KM  IKJJI@I               II*N KM! /LL/  L/ / K!! Jp"-/MM!<L  MMBR01 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Sex Code  I Enter this members sex using the following code:  I M = Male /F = Female  I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/K/!I//!I//!I//!I//!I//!@.!!//!I//!pxp%!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM!  IKJJI@I               II*N KM! /LL/  L/ / K!! JpMM! L/<L  MMBR01 SMBR08 4 DMBR18  FMBR02 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  User Field 1  I This field is user definable. You may use one alpha-numerical.  character. One excellent use of this field is as a status indicator  for custom reports written with Clarion's Report Writer. The description for this field may be maintained in the SETUP module.  For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Feild 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/!/ !//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!px p!!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM  IKJJI@I               II*N KM! /LL/  L/ / K!! JpMM!(-/<L  MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  User Field 2  I This field is user definable. You may use two alpha-numerical.  characters. One excellent use of this field is as a status indicator for custom reports written with Clarion's Report Writer. The description for this field may be maintained in the SETUP module.  For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/!/ !//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!px p!!//!pG!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM  IKJJI@I               II*N KM! /LL/  L/ / K!! JpMM!(-/>BL  MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  User Field 5  I This field is user definable. You may use up to five alpha-numeric  characters. The description for this field can be maintained in the  setup module. : I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/K/!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!px p!!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM  IKJJI@I               II*N KM! /LL/  L/ / K!! JpMM!!./  !CBL  MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  User Field 10  I This field is user definable. You may use up to five alpha-numeric  characters. The description for this field may be maintained in the  SETUP module. : I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/K/!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!p&xp !//!px p !//!pG!//!pG!//!pG!//!I//!.!*//KM  IKJJI@I                II*N KM! /LL/  L/ / K!! JpMM!!./  ! 6L MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06 4NMBR23  MMBR07 LMBR14 4 DMBR27 HKEYMOVE  Label Code  Select "Y" to print a label for this member when Membership Labels are printed. Select "N" to suppres printing of a label for this member. This code does not affect family labels or organizational labels.  I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Label Sort Key Delete Member Help on Key Movement  I Press ESC to terminate HELP. I K/!/ !!//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!px p#!//!pG!//!pG!//!I//!.!*//KM  IKJI@I                I*N KM! /LL/  L/ / K!! JpMM!6L  MMBR01 SMBR08  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Date Joined  Enter the date this member joined in the following format: MM/DD/YY  Unlike user-definable dates, this field is stored here to allow for  custom reports that could key on this field. If you wish to view the date joined in date reports, you must duplicate this field in the  special dates. 9 I For additional help, select any of the topics below and press . Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/!/ !//!I//!I//!I//!I//!I//!I//!@.!!//!p1x p !//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM  IKJJII@               II*N KM! /LL/  L/ / K!! JpMM!6L  MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Relation  I May be used to indicate member's relationship within the family such as child, spouse, head-of-household, etc. " I I I For additional help, select any of the topics below and press . Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/!/!!//!I//!I//!I//!I//!I//!I//!@.!!//!pG!//!p1xp!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM IG&"JII@               II*N KM! /LL/  L/ / K!! JpMM!6L MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Employer  I Enter this member's Employer of up to 20 characters.  I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/!!/!/ /!I//!I//!I//!@.!!//!I//!pG!//!pG!//!p1xp!//!pG!//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM! IKJ@I               II*N KM! /LL/  L/ / K!! JpMM!6L MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Work Phone  I Enter this member's work phone in the following format: (#) #-# I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/ !/ !//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!p1x p !//!pG!//!pG!//!pG!//!pG!//!I//!.!*//KM   IKJ@I               II*N KM! /LL/  L/ / K!! JpMM!6L MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE 4 DMBR27  Occupation  I Enter this member's occupation of up to twenty characters. I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/ !/ !//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!p1x p !//!pG!//!pG!//!pG!//!I//!.!*//KM   IKI@I               II*N KM! /LL/  L/ / K!! JpMM!6L MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13  MMBR07 HKEYMOVE 4 DMBR27  Notes I Enter any notes or comments about this member - up to sixty characters. I For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/"!/!/"/!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!p1xp!//!pG!//!pG!//!I//!.!*//KM"" IKJ@I               II*N KM! /LL/  L/ / K!! JpMM!6L  MMBR01 SMBR08 4 DMBR18  FMBR02  UMBR09 4RMBR19  LMBR03  UMBR10 4EMBR20  FMBR04  UMBR11 4 WMBR21 MMBR05  UMBR12 4 OMBR22 TMBR06  LMBR13 4NMBR23  MMBR07 HKEYMOVE  Delete Member  I A value of "Y" indicates that this member is no longer active and  should be deleted. The member will be deleted the next time the  "Purge Deleted Records" option is selected provided no current donation transactions exist. + For additional help, select any of the topics below and press . I Member Number Sex Code Date Joined Family Number User Field 1 Relation  Last Name User Field 2 Employer  First Name User Field 5 Work Phone Middle Initial User Field 10 Occupation Title Label Code Notes  Marriage Code Help on Key Movement Delete Member I I Press ESC to terminate HELP. I K/!/ !//!I//!I//!I//!I//!I//!@.!!//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!p1x p !//!pG!//!I//!.!*//KM  IKJJI@I               II*N KM! /LL/  L/ / K!! JpMM!u.BL  AMENA (KMENK BMENB (LMENL CMENC (MMENM DMEND (NMENN EMENE (OMENO FMENF (PMENP GMENG ( QMENQ &HMENH 'IMENI JMENJ (XCMTSMENU Membership Module  Use , , , and  to move the highlight bar or press the first letter of a menu option to move highlight bar to that option. To make a menu selection, position the hightlight bar over the item and press ENTER. I For detailed help on any menu option, select the option below and  press ENTER. ; I A) Families K) Complete Family Listing B) Individual Members L) Membership Profile Report  C) Organizations M) "Special Dates" Report D) Special Talents N) "Special Talents" Report  E) Special Dates O) Organizational Rosters F) Purge Deleted Records P) Complete Church Roster G) Mailing Labels By Family Q) Export Members For Mail Merge  H) Mailing Labels By Individual Member ! I) Labels By Members of an Organization J) Label Test Pattern X) Exit To Main Help Menu Press ESC to terminate HELP. I K/!!/!!//!.!!.!!.!.!5//!I//!A.!//!I//!I//!.!  6 Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!/!//!6//!/!//!/!//8:8 8888888888 8 D! C/C C/ /DD! ( ./  #/ C/ !(./  #/F6 9  Member Number  6 Enter the member number or press for a  scrolling table of all members to select from.  6 Press to terminate HELP. 66 8/!/ !//!6//!#.! //! .!//!6//!.!//!/!//8:  8$ !8 88 8 D!C C/ / ( ./  #/ C/ !  #/DD!B9  Purge Deleted Records  6 In both the family and member files, there is a field such as "DELETE MEMBER? Y/N". This routine will  delete members and families that have been marked  for deletion under these conditions.  6 Families will not be deleted if members exist.  6 Members will not be deleted if current year  donations exist.  6 When a member is deleted, he is automatically  removed from organizations, etc.  6 Press to terminate HELP. 66 8/!/!//!6///!5//!6//!6//!6//!6//!/!0//!6//!6//!6//!6//!6//!6//!6//!/.!//!/!//8: 6<01$606+6- 6 6; 8 D! C/ CC/  / D D!#/ C/  !#//DD!FI0 9 RNKEYMOVE3 Shut In  6 Select if the member is a shut in and confined to the house. Otherwise, select .  6 6 Press for help on key movement.  6 Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!.! //!6//!.!//!6//8:  88888!8 88 8 D! C/C C/ /DD!  #/ C/ !II< 9  KEYMOVE3 Date Last Visit  6 Enter the date this member was last visited by a  represenative from the church.  6 Press fr help on key movement.  6 Press to terminate HELP. 66 8/!/!//!6//!6//!6//!6//!.! //!6//!.!//!/!//8: 6688!8 88 8 D!C C/ / ( ./  #/ C/ !  #/DD!DD!4=6 9 elMBRMENU  Families  6 Enter information on each family within the Church. There should be one record for each family. 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//! .!#//!.!//8: 8888 $ 8 8 D!C C/ /  #/ C/ !  #/  /DD!G6 9 MBRMENU  Individual Members  Enter information on every member within the Church. This file stores member specific information as  opposed to the family file which stores information which all members of a household have in common.  6 Press to return to prior help menu.  Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//! .!#//!.!//8: 88888 $ 8 8 D!C C/ /  #/ C/ !  #/  /DD!I6 9  MBRMENU  Organizations  Add members to any organization within the Church.  Access all members of a specific organization with  this selection. & 6 Note: All organizations a specific member belongs  to may be accessed from the "Individual Members"  selection. + 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! /!#//! .!#// !.!/ /8: 88888888 $ 8 8 D! C/C C/ /DD! C/  !  /  9!E< 9 6/MBRMENU  Special Talents  6 View and maintain all members assigned to a specific talent or skill. % 6 Note: You may maintain the talents of a specific  member using the "Individual Member" option. 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8: 8888888 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/  /< 9 6MBRMENU  Special Dates  6 View and maintain all members associated with a  specific date. ' 6 Note: You may maintain the special dates of a  specific member using the "Individual Member" option. 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8:  8 ((  -8 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/  /B9 6/MBRMENU  Purge Deleted Records  6 In both the family and member files, there is a field such as "DELETE MEMBER? Y/N". This routine will  delete members and families that have been marked  for deletion under certain conditions.  6 Families will not be deleted if members exist.  6 Members will not be deleted if current year  donations exist.  6 When a member is deleted, he is automatically  removed from organizations, etc.  6 Press to return to prior help menu.  Press to terminate HELP. 66 8/!/!//!6///!5//!6//!6//!6//!6//!6//8/!6//!6//!6//!6//!6//!6//! .!#//!/.!//!/!//8: 6<01&606+6- 6 # 6; 8 D! C/ CC/  / D D!#/ C/  !#//DD!{< 9 !6MBRMENU  Mailing Labels By Family 6 Print one mailing label for each family or household. Mailing labels are printed in zip code order and are printed on 3 1/2" by 15/16" labels. This label  format is the most popular and is easy to find.  6 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8: 854 (88 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/  /x< 9 /MBRMENU  Mailing Labels By Individual Member  6 Print mailing labels for each member of the entire  congregation. Mailing labels will be printed in  zip code order and member's will be skipped if the  print label flag is set to "N". 3 1/2" by 15/16"  labels are used. % 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8: % 8202& &8 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/  /E< 9 MBRMENU  Labels By Members of an Organization  6 Print all members of a single organization. This report prints labels in zip code order. 6 Choose the organization by organization number at run time. The label size is 3 1/2" by 15/16".  6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8:& 8888888 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/  /E< 9  MBRMENU  Label Test Pattern  6 Print a "test pattern" to insure your labels are  positioned in the printer correctly.  6 All label reports in CMTS use the widely available 3 1/2" by 15/16" labels.  6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8: 8888888 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/  /0A6 9  MBRMENU  Complete Family Listing 6 This report provides a complete listing of all  family specific information.  6 Press to return to prior help menu.  Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//! .!#//!.!//8: 7888 $ 8 8 D!C C/ /  #/ C/ !  #/  /DD!E< 9 .MBRMENU  Membership Profile Report 6 This report provides detail membership information. No financial (giving) information is included. That information must be printed from the donation  module. . 6 Press to return to prior help menu.  Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!6//! .!#//!/.!//!/!//8: 888888 $ 88 8 D! C/C C/ /DD!  #/ C/ !  #/  /x< 9 1MBRMENU  "Special Dates" Report  6 Need to know everyone celebrating a birthday next  week? Perhaps you want all special dates for next  month. With this powerful report you are able to  print a list of all members that celebrate a special date or anniversary for a specific date range.  6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8: 84214.8 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/  /`k6 9 r MBRMENU  "Special Talents" Report 6 Handy list of all members that possess a particular skill or talent (from among the talents defined in setup). - 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//! .!#//!.!//8: 632-6 $ 8 8 D!C C/ /  #/ C/ !  #/  /DD!~G6 9  tMBRMENU  Organizational Rosters  6 Print a complete roster of any organization within the Church. This is a convenient list which shows the member's name and telephone number. 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//! .!#//!.!//8: 88888 $ 8 8 D!C C/ /  #/ C/ !  #/  /DD!]A6 9 lyMBRMENU  Complete Church Roster  6 Print a complete congregational roster. This is a  convenient list with each member's name and telephone number. . 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//! .!#//!.!//8: 88888 $ 8 8 D!C C/ /  #/ C/ !  #/  /DD!E< 9 atMBRMENU  Export Members for Mail Merge This option will allow you to export certain member- ship information into a comma delimited, ASCII text file. This file may then be accessed by the mail  merge capability of many word processors. 6 See CMTS.DOC for the layout of this file. 6 Press to return to prior help menu.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8:  8888888 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/  /EM0 9 KEYMOVE3 Fund To Pledge  6 Enter the fund number for the desired fund or press for a table of valid funds.  6 Press for help on key movement.  6 Press to terminate HELP 6 8/!/!//!6//!6//!.!.//!6//!.!!//!6//!.!//8: 66.8"8 8 8 D!C C/ /  #/ C/ !  #/DD!DG0 9 DKEYMOVE3 Annual Pledge Amount  6 Enter the amount this individual pledges to this  fund category for the entire year.  6 Press for help on key movement.  6 Press to terminate HELP 6 8/!/!//!6//!6//!6//!6//!.!!//!6//!.!//8: 6668"8 8 8 D!C C/ /  #/ C/ !  #/DD!EM0 9  SKEYMOVE3 Fund Life Pledge  6 Enter the amount this individual pledges to this  fund category for the life of the fund.  6 Press for help on key movement.  6 Press to terminate HELP 6 8/!/!//!6//!6//!6//!6//!.!!//!6//!.!//8: 668"8 8 8 D!C C/ /  #/ C/ !  #/DD!G0 9  KEYMOVE3 Next Year Pledge  6 Enter the amount this individual pledges to this  fund category for next year. The year ending process will move this amount to the current year field.  6 Press for help on key movement.  Press to terminate HELP 6 8/!/!//!6//!6//!6//!6//!6//!.!!//!.!//8: 66688" 8 8 D!C C/ /  #/ C/ !  #/DD!t0 0 Table  - To maintain an existing record: Position the selector bar over the desired record using the  and  keys, or the and keys. To select the  record, press .  - Press to continue -- ////!-//!-//!-//!.!.!.!//!./!/. !//!.!//!-//!.!//!-///1/ //*//1 /D!B/CC//%,/' (.!DD!D1B 9  Pastor  6 Enter up to 40 alphanumeric characters for the  pastor's name. $ 6 For HELP on key movement from this field  Press  6 Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!/!//!6//!/!//!/!//8:8 8888888888 8 D! C/C C/ /DD! ( ./  #/ C/ !(./  #/69  Print Code  6 This field allows suppression of statement printing for all members that have no active donations or  pledges. , 6 Select to print statements for ALL members.  Select to only print statements for members  having donations or pledges in the current or  previous year. & 6 Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//! .!*//! .!*//!6//!/!//!6//!.!//8:8 8( -8+"*'8 8 8 D! C/C C/ /DD! C/  ! ( ./  #/a6 9  Purge History  6 Enter a four digit year for the transactions to  be purged. In no event can current year trans-  actions be purged. Backup of all data files should be run prior to executing this option.  6 6 Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!6//!6//!6//!.!//!/!//8:  66 %, -68 88 8 D! CC/  /#/ C/  !#/ D D! D D!d69  Year End Processing  6 This routine rolls the "year", moves all current  year totals to prior year totals, clears the current year fields and prepares for the new year. 6 Files should be backed up prior to selecting this  option. . 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66666666 #6; 8 D! CC/  /#/ C/  !#/ D D!D D!R 9  Last Name  6 Enter the last name of the individual for whom  security is being assigned.  6 Press to terminate HELP. 66 8/!/ !//!6//!6//!6//!6//!.!//!6//8:  6  66; 8 D! C C/  #/ !DD!L 9  First Name  6 Enter the first name of the individual for whom  security is being assigned.  6 Press to terminate HELP. 66 8/!/ !//!6//!6//!6//!6//!.!//!6//8:  6 )66; 8 D! C C/  #/ !DD!H^ 9  Initials  6 Enter the initials of the individual for whom  security is being assigned. The user's initials  will appear on all transactions when they are  finalized. ( Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!.!//8: 6 '- (; 8 D! C C/  #/ !DD!4X 9  Password  6 Enter the password for the individual for whom  security is being assigned. This is only used if the "Require Password" flag is set.  6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!.!//8: 6 ( +6; 8 D! C C/  #/ !DD!7U 9  Module Access  6 For each module indicate whether this user is  allowed access. This is only relevant when the  "Require Password" flag is set to "Y". 6 Press to terminate HELP. 6 8/!!/ !//!6//!6//!6//!6//!6//!.!//8:  6.2) 6; 8 D! C C/  #/ !DD!-69 SETMENU  Fund Categories  6 You may add new fund categories or maintain the  descriptions of existing ones. Fund categories  must exist prior to creating new accounts. All  donations are assigned to a fund category. A cash  disbursement account must be assigned to a fund  category as well. $ 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 60/+2/$68 $ 88 8 D! CC/  /#/ C/  !#/ D D!DD!O0 9 >SETMENU  Date Descriptions  6 Enter or maintain the descriptions for all  significant dates you wish to track for the  membership (birthday, wedding anniversary, etc.) 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66666 $ 88 8 D! CC/  /#/ C/  !#/D D!P0 9 FASETMENU  Organizations  6 Enter or maintain the descriptions for all  organizations within the church for which  a roster, mailing list, attendance and other  records are desired.  6 Press to return to Main Menu Help  Press to terminate HELP 6 8/!/ !//!6//!6//!6//!6//!6//!6//! .!#//!.!//8:  666667 $ 8 8 D! CC/  /#/ C/  !#/D D!HI0 9  MSETMENU  Talents  6 Enter or maintain the descriptions for all  talents you wish to track for the membership.  6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6666 $ 88 8 D! CC/  /#/ C/  !#/ D D!_O0 9 SETMENU  Password Security  6 If password access is desired, maintain the passwords for all users you wish to allow access to the system. 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66666 $ 88 8 D! CC/  /#/ C/  !#/D D!?0 9 SETMENU  Miscellanous Parameters 6 Maintain miscellanous parameters. Indicate if  passwords will be required.  6 Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!.!//!/!//8: 6666 88 8 D! CC/  /#/ C/  !#/ D D!DO0 9 >SETMENU  List of Fund Categories  6 Print a list of all fund categories set up in the system. , 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66666 $ 88 8 D! CC/  /#/ C/  !#/D D!GR0 9 >SETMENU  List of Date Descriptions 6 Print a list of all date descriptions set up in  the system. ( 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66666 $ 88 8 D! CC/  /#/ C/  !#/D D!AO0 9 >SETMENU  List of Organizations  6 Print a list of all organizations set up in  the system. % 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66666 $ 88 8 D! CC/  /#/ C/  !#/D D!@O0 9 ENSETMENU  List of Talents  6 Print a list of all talents and skills set up in  the system. ( 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!/ /!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 66666 $ 88 8 D! CC/  /#/ C/  !#/D D!R6L ASETA (GSETG BSETB (HSETH CSETC (ISETI  DSETD (JSETJ ESETE FSETF (XCMTSMENU Menu Help  Use , , , and  to move the highlight bar or press the first letter of a menu option to move highlight bar to that option. To make a menu selection, position the hightlight bar over the item and press ENTER. For detailed help on any option, select the option below in the same  manner. @ I I A) Fund Categories G) List of Fund Categories B) Date Descriptions H) List of Date Descriptions  C) Organizations I) List of Organizations D) Talents J) List of Talents  E) Password Security 3 F) Miscellanous Parameters X) Exit to Main Help Menu I Press ESC to terminate HELP. I K/!!/ !//!.!!.!!.!.!5//!I//!A.!!//!I//!I//!I//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!pG!//!.!*//KM!  59 KKJI   3  I*N KM! /LL/  L/ /!Jp K!MM!$L (BSTATEA (PSTATEB (LSTATEC (PSTATED (!SSTATEE ( SSTATEF  Menu Help  I Use , , , and  to move the * highlight bar or press the first Build Statement Work File letter of a menu option to move Print Statements  highlight bar to that option. To Label Test Pattern  make a menu selection, position Print Mailing Labels  the hightlight bar over the item Single Statement - Summary Format and press ENTER. For detailed help Single Statement - Detail Format  on any option, select the option ( below in the same manner. / I Press ESC to terminate HELP. I K/!!/ !//!I//!.!!.!!.!.!p$!//!$p$!//!$p$!//!$p$!//!$p$!//!$p$!//! .!p$!//!$p$!//!I//!I//!.!*//KM   I6' && !  III*N K M! /LL/! 'Jp M M!r6 9  STATE  Build Statement Work File 6 Prior to printing statements, this option must be  run to create the statement work file. See the  manual for information on saving this work file  to reprint statements at a future date (after year  end processing, etc.) 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 618/2!8 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!m6 9  !STATE  Print Statements  6 Print statements for the entire membership. Both  individual statements and combined statements for  members so marked will be printed. Statements  will print in zip code sequence.  6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 612..6 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!E< 9 l STATE  Label Test Pattern  6 Print a "test pattern" to insure your labels are  positioned in the printer correctly.  6 All label reports in CMTS use the widely available 3 1/2" by 15/16" labels.  6 Press to return to Main Menu Help.  Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//8: 8888888 $ 8 8 D! C/C C/ /DD!  #/ C/ !  #/  /m6 9 .STATE  Print Mailing Labels  6 Print labels for the statement run. Labels will  be printed in the same sequence as the statements.  This option also uses the statement work file  created with option A.  6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6024.6 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!m6 9 eSTATE  Single Statement - Summary Format  6 Print a single statement for one member. This  statement will be printed in the same format used  for option B, the main statement program. 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/ !/!!/ /!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: ! 612/.6 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!m6 9 eSTATE  Single Statement - Detail Format 6 Print a single statement for one member. This  statement will be printed in a detail format showing each transaction and the date it occurred. 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/ !/ !/ /!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:   614/.6 $ 88 8 D! CC/  /#/ C/  !#/ D D! D D!*2 -  - To add a new record: press .  - To maintain an existing record: Position the selector bar over the desired record using either the  and  keys, or the and keys. Then  press .  - To delete a record:  Position the selector bar over the desired record, then press .  - Press to continue - - 1!//!!/!-/!!/!.! /!!/!-/!!/!-/!!/!-/!!/!.!/..! /!!/!./!/. !/!!/!.!/!!/!-/!!/!-/!!/!-/!!/!.!/!!/!-/!!/!.!/!!/!-/!!//!3/ - /1*    111111 1E!/CC/C/!EE!EE!u$ 2 -  - To maintain a record:  - Position the selector bar over the desired record using either the  and  keys, or the and keys. Then  press .  - Press to continue - - 1!//!!/!-/!!/!/!/!!/!-/!!/!-/!!/!.!/..! /!!/!./!/. !/!!/!.!/!!/!-/!!/!.!/!!/!-/!!//!3/ - 1*    111 1E!/CC/C/!EE!_6 9  Entering Distributions  6 Press to enter distribution information. Press to terminate work on this transaction.  6 When entering distribution records, the total amount of all records must equal the amount entered on this screen. . 6 Press to terminate HELP 66 8/!/!//!6//!.!+//!.!.//!6//!6//!6//!6//!6//!.!//!/!//8: 6+.66688 88 8 D!C C/ /  #/ C/ !  #/DD!DD!LY0 9  KEYMOVE3 Account Number  6 Enter a valid account number or press  to select from a table of accounts.  6 Press for help on key movement.  Press to terminate HELP 66 8/!/!//!6//!+.!//!6//!6//!.!!//!.!//!/!//8: 6 -8" 88 8 D!C C/ /  #/ C/ !  #/DD!fR$ 9  Transaction Type  6 Enter a valid transaction type. Valid types are:  6 1 - Unfinalized Transactions  2 - Current Year Transactions  3 - History 4 - Future Transactions  6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!6//!6//!6//!6//!.!//8: 66666666; 8 D! C C/  #/ !DD!DD!lS0 9 enKEYMOVE3 Bank Number 6 Enter the bank general ledger account number that  this transaction will be applied to or press enter to view a table of valid banks.  6 Press for help on key movement.  Press to terminate HELP 6 8/!/ ! //!6//!6//!6//!6//!6//!.!!//!.!//8:  6/88" 8 8 D!C C/ /  #/ C/ !  #/DD!%Y6 9  Check Number  6 Enter up to six digits corresponding to the check  number for this transaction.  6 6 6 6 Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!6//!6//!6//!.!//!/!//8:  616688 88 8 D!C C/ /  #/ C/ !  #/DD!DD!zd$ 9 NMKEYMOVE3 Transaction Date  6 Enter the transaction date. The system will auto-  matically apply the transaction to the proper period based on the date entered.  6 Press for help on key movement.  6 Press to terminate HELP. 66 8/!/$/!6//!6//!6//!6//!6//!.! //!6//!.!//!6//8:$ 6446'66; 8 D! C C/  #/ !DD!DD!Jb0 9  \KEYMOVE3 Debit Amount  6 Enter the transaction amount for this entry. This  amount will be debited to the indicated account.  6 Press for help on key movement.  Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!.!!//!.!//!/!//8:  6,1 )" 88 8 D!C C/ /  #/ C/ !  #/DD!Lh0 9 U for help on key movement.  Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!.!!//!.!//!/!//8:  6, )" 88 8 D!C C/ /  #/ C/ !  #/DD!w0 9 D!KEYMOVE3 Reference  6 Enter up to as 30 character reference detailing the nature of this transaction. This is especially  useful for entering correcting entries, adjustments, etc. 1 Press for help on key movement.  Press to terminate HELP 6 8/! / !//!6//!6//!6//!6//!6//!.!!//!.!//8:   6#42" 8 8 D!C C/ /  #/ C/ !  #/DD!LR$ 9  Transaction Type  6 Enter a valid transaction type. Valid types are:  6 1 - Unfinalized Transactions  2 - Current Year Transactions  3 - History 6 Press to terminate HELP. 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//!.!//!6//8: 66666666; 8 D! C C/  #/ !DD!DD!zd$ 9 8KEYMOVE3 Transaction Date  6 Enter the transaction date. The system will auto-  matically apply the transaction to the proper period based on the date entered.  6 Press for help on key movement.  6 Press to terminate HELP. 66 8/!/$/!6//!6//!6//!6//!6//!.! //!6//!.!//!6//8:$ 6446'66; 8 D! C C/  #/ !DD!DD!I< 9  Fund Number  6 Enter the fund number or press for a  scrolling table of all funds to select from.  6 Press to terminate HELP. 66 8/!/ !//!6//!!.!//!.!//!6//!.!//!/!//8:  8  8 88 8 D!C C/ / ( ./  #/ C/ !(./  #/DD!dB 9 D!KEYMOVE3 Transaction Amount  Enter the amount of this transaction. Negative  amounts may be entered to make adjusting entries.  The "-" sign must be entered last.  6 For HELP on key movement from this field  Press  6 Press to terminate HELP. 66 8/8/!6//!6//!6//!6//!6//!.!//!6//!.!//!/!//8: /1"888 88 8 D! C/C C/ /DD! ( ./  #/ C/ !(./  #/xj0 9  KEYMOVE3 Reference  6 Enter any comments regarding this transaction. This is the appropriate place to indicate a correction or an adjustment. ' 6 For HELP on key movement from this field  Press  6 Press to terminate HELP. 6 8/8/!6//!6//!6//!6//!6//!6//!.!//!6//!.!//8:  844(888 8 8 D! C/C C/ /DD!  #/ C/ !W6 9 TRNMENU  Bank Deposits  6 Enter bank deposit and distribute deposit amount  among accounts as appropriate. The total amount  of the distribution must equal the deposit amount. 6 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8:  6666688 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!W6 9  TRNMENU  Checks (Cash Disbursements) 6 Enter check amount and indicate distribution as  appropriate. The total amount of the distribution must equal the check amount.  6 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!/ /!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6666688 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!l6 9  TRNMENU  Miscellanous Bank Charge 6 Enter the amount of any bank service charges. The  transactions will be generated automatically based  on the bank asset account and bank expense account  as defined in the bank file.  6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!!/!//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 662288 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!W6 9  TRNMENU  Fund Transfers  6 Indicate the amount being transferred from the  selected fund and the distribution of funds that will receive the amount. The distribution  amount must equal the amount being transferred.  6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6666688 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!vW6 9  TRNMENU  Miscellanous Journal Entries 6 Enter transactions as approriate. Total debit  amount must equal total credit amount. 6 6 6 6 Press to return to Main Menu Help  Press to terminate HELP 66 8/!/!/ /!6//!6//!6//!6//!6//!6//!6//! .!#//!.!//!/!//8: 6666688 $ 88 8 D!C C/ /  #/ C/ !  #/DD!DD!$L (ATRNA (BTRNB (CTRNC (DTRND (ETRNE  Menu Help  I Use , , , and  to move the * highlight bar or press the first ( letter of a menu option to move A) Bank Deposits  highlight bar to that option. To B) Checks (Cash Disbursements)  make a menu selection, position C) Miscellanous Bank Charges  the hightlight bar over the item D) Fund Transfers  and press ENTER. For detailed help E) Miscellanous Journal Entries  on any option, select the option ( below in the same manner. / I Press ESC to terminate HELP. I K/!!/ !//!I//!.!!.!!.!.!6//!$p$!//!$p$!//!$p$!//!$p$!//!$p$!//! .!p$!//!$p$!//!I//!I//!.!*//KM   I6J&&  III*N K M! /LL/! 'Jp M M!o<9  Finalize Transactions 6 This routine updates the data base and creates a  audit trail of all data entry. Prior to running  this option you should insure through a  Data Entry Edit Listing that your data entry is  correct. Backup is recomended at this time. 6 Once this routine is run, corrections must be made  by posting adjusting transactions. See the user's  manual for more information on this topic. 6 6 Press to terminate HELP 66 8/!/!/ !//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//!6//!.!//!/!//8: 66#666666888 88 8 D! CC/  /#/ C/  !#/ D D! D D!DD!vfB 2  User Initials  . Enter your initials. When financial entries are finalized, the user's initials as well  as a date and time stamp are appended to  each transaction.  . Press to terminate HELP  . . 1!/!/!/!./!/!-//!/!-//!/!-//!/!/! //!/!/!//!/!.!//!/!/!//!/03 .,*(00. 1E! CC/C/ / 5 5/ % +/%,/&(/! E E!EE!w6 9  KEYMOVE3 Vendor Name  6 Enter the name for this vendor. This name can  be automatically used as the payee on checks when entering check transactions.  6 6 6 Press for help on key movement  Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8:  6 /#668  88 8 D!C C/ /  #/ C/ !  #/DD!DD!l_0 9 ATKEYMOVE3 Address  6 Enter up to three lines of address information  for this vendor. This information is stored here for documentation purposes.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8: 6+!68  88 8 D!C C/ /  #/ C/ !  #/DD!l_0 9 3 KEYMOVE3 Contact  6 Enter the name of the primary contact person  for this vendor. This information is stored here for documentation purposes.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8: 6. $68  88 8 D!C C/ /  #/ C/ !  #/DD!]V0 9 KEYMOVE3Telephone 6 Enter the vendor telephone number in #-#-#  format. This information is stored here for  documentation purposes.  6 Press for help on key movement  Press to terminate HELP 66 8/8/!6//!6//!6//!6//!6//!.!!//!.!//!/!//8:8 6$668  88 8 D!C C/ /  #/ C/ !  #/DD!f_0 9 TTKEYMOVE3 FAX  6 Enter the vendor fax number in #-#-#  format. This information is stored here for  documentation purposes.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8: 6#668  88 8 D!C C/ /  #/ C/ !  #/DD!cY0 9  KEYMOVE3 Comments  6 Enter any notes or comments regarding this  vendor. This information is stored here for  documentation purposes.  6 Press for help on key movement  Press to terminate HELP 66 8/!/!//!6//!6//!6//!6//!6//!.!!//!.!//!/!//8: 6+668  88 8 D!C C/ /  #/ C/ !  #/DD!Y 4 VISMENU  Members' Visitation Information  1 Maintain visitation information for each member including last visit date, whether this member is a shutin, visitation route, etc. 1 There is a convenient memopad for each member  where additional notes can be saved. 1 Press ENTER to return to prior help menu.  Press ESC to exit Help. 1 3/ !/!/ /!1//!1//!1//!1//!1//!1//!1//!1//! .!"//!.!//35  12222211 6 35! /55! 3p!N 4TEVISMENU  Appointment Schedular 1 Maintain a schedule of all visits and other  appointments. A comprehensive calendar and  appointment schedular with a daily memo pad  as well. & 1 Press ENTER to return to prior HELP menu.  Press ESC to terminate HELP. 1 3/!/!/ /!1//!1//!1//!1//!1//!1//! .!#//!.!//35 1222216 3 5! /55!  3p  !@P 4 VISMENU  Call List By Donation Date  1 Print a "call list" of members based on a user selectable "last donation date" cutoff. 1 Press ENTER to return to prior help menu.  Press ESC to terminate HELP 1 3/ !/!/ /!1//!1//!1//!1//! .!"//!.!//35  1221 6 3 5! /55!  !?F 4 VISMENU  Call List By Last Attendance Date  1 Print a "call list" of members based on a user selectable "last attendance date" cutoff.  1 Press ENTER to return to prior help menu.  Press ESC to terminate HELP 15/!/!!//!1//!1//!1//!1//! .!"//!.!//35! 12 1j 5! /55!  !6X 4 VISMENU  Visitation Roster By Route  1 Print a visitation roster of members based on selectable "visitation routes".  1 Press ENTER to return to prior help menu.  Press ESC to terminate HELP 15/ !/!/ /!1//!1//!1//!1//! .!"//!.!//35  1 1 j 5! /55!  !2L$ 9  KEYMOVE3 Visitation Route  6 Enter the member's visitation route number.  This field is not mandatory.  6 Press for help on key movement.  6 Press to terminate HELP. 6 8/!/!//!6//!6//!6//!6//!.! //!6//!.!//8: 6666 6; 8 D! C C/  #/ !DD!DD!04 "AVISA BVISB CVISC $DVISD  EVISE  XCMTSMENU Menu Help  Use , , , and  to move the highlight bar or press the first letter of a menu option to move highlight bar to that option. To make a menu selection, position the hightlight bar over the item and press ENTER. For detailed help on any option, select the option below in the same manner.  1 A) Members' Visitation Information  B) Appointment Schedular  C) Call List By Donation Date D) Call List By Last Attendance Date  E) Visitation Roster By Route X) Exit to Main Help Menu  1 Press ESC to terminate HELP. 1 3/!/ !//!.!!.!!.!.!//!1//!1//!1//!.!//!1//!1//!1//!!p-!!//!!p-!!//!!p-!!//!!p-!!//!!p-!!//!!p-!!//!1//!.!//35  22" 221" $ 16 35!/55!! 1p^69  Year End Roll  6 This routine rolls the "year", moves all current  year totals to prior year totals, clears the current year fields and prepares for the new year. 6 Files should be backed up prior to selecting this  option. . 6 6 Press to terminate HELP 66 8/!/ !//!6//!6//!6//!6//!6//!6//!6//!6//!6//!.!//!/!//8:  6666666666; 8 D! CC/  /#/ C/  !#/ D D!D D!]E6 9 6 6 For more information on CMTS and CMTS PLUS, contact: 6 Torbert Data Systems, Inc.  P. O. Box 9218  Chesapeake, VA 23321  6 Voice (804) 488-5506 BBS (804) 488-4146  6 Press to terminate HELP 6 8/8/!6//!6//!6//!6//!6//!6//!6//!6//!6//!.!//8:8 666668888 8 8 D! CC/  /#/ C/  !#/ D D!DD!ACC1 ACC2 ACC3 rACC4 RACC5 =ACCMENU ACCPURGE ADDRESS ATC01 "ATC02 )ATC03 ATC04 ATC05 ATO01 ATO02 }ATO03 4ATTA ATTB #ATTC *&ATTCUS1 O(ATTCUS2 w*ATTCUS3 ,ATTCUS4 /ATTCUS5 2ATTD |4ATTE 7ATTF +:ATTG =ATTH ?ATTI ABATTJ DATTK GATTL IATTM KATTMENU MATTN 5TBAN1 8VBAN10 XBAN11 ZBAN12 ]BAN2 aBAN3 cBAN4 eBAN5 PgBAN6 ZiBAN8 lBAN9 nCAL1 pCAL2 tCAL3 #wCD1 U{CD10 (~CD2 CD5 ˃CHE1 CHE2 CHE3 CMTS ^CMTS1 ACMTS2 CMTS3 CMTS4 $CMTS5 CMTS6 2CMTSMENU CNAME COMBINE \COMMENT3CONFIRM OCSH3 *CSH4 CCTABLE fCTL1 VCTL10 XCTL11 CTL12 hCTL3 CTL4 ӼCTL5 BCTL6 CTL7 CTL8 4CTL9 CTLTBL eDESC DESCNO TDESCRIPTDONA DONB xDONC DOND DONE IDONF DONG DONH SDONI DONJ VDONK DONL DONM DONMENU DONN MDONO rDONP DONPOST DONQ DONR DONS DONT DTABLE EXPORT FAM01 aFAM02 FAM03 FAM04 FAM05 " FAM06 $FAM08 (FAM09 Q-FAM11 1FINAL C6FUNA 9FUNB ;FUNC n>FUND AFUNDDESCEFUNDNO FFUNE