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%CO:A,12,72%%H2%STERLING pfs Version 1.8     EVALUATION COPY    (c) 1991 D N Humphries

DISCLAIMER

%JR%Although the programs included in the STERLING pfs suite have been 
%JL%thoroughly tested before release, no claim can be made regarding the 
%JR%accuracy of this software. The above named and associated distributers 
%JL%cannot assume liability or responsibility for any loss or damage 
%JR%arising from the use of these programs. The programs are used on the 
basis of this understanding.

Note : Due to limited space available on a 32K EPROM to fit both the
       STERLING pfs evaluation program and this text, this guide has
       to be extremely short and cannot in any way cover all system
       operations. As the system is very easy to use, this should not
       prove too much of a problem. Otherwise, simply register for a
       complete 40 page manual and full software. See section 6.0 on 
       how to register.

1.0 INTRODUCTION

Welcome to Sterling pfs, the personal finance manager for your Z88.

%JR%Just a few moments of your time spent each day entering your daily 
%JL%transactions will reward you with greater control over your financial 
%JR%situation. You may find that you can play your current account nearer 
%JL%the borderline thereby releasing more funds for investment. The 
%JR%information will be right there before you, the balances will be 
updated to the day, as soon as you log on.

%JR%The main differences between the evaluation and full system are as 
follows :

                        EVALUATION              FULL SYSTEM
No. of Transactions         50                      9999 @
Process Standing Orders     NO                       YES
Archive Transactions        NO                       YES
Produce Reports             NO                       YES
Full 40 page manual         NO                       YES
Price                      FREE                 16 to Z88 Users' Club 
                                                members, others 20, 
@ memory permitting                             plus 2.50 postage
                                                and packing.
%P0%
2.0 SYSTEM REQUIREMENTS

In order to operate STERLING pfs a minimum 128K RAM PACK is required.

3.0 SYSTEM KEYBOARD STANDARDS

            GENERAL KEYS

ESCAPE      Used for returning to the Logon Screen from anywhere in  the
            system  other  than  the  Report, Standing Order or  Archive 
            modules. The modules must be Quit before use of  the  ESCAPE 
            key to return to the Logon Screen from the main system menu.

CURSOR UP & Allows  you to scroll the right hand account balance display
CURSOR DOWN if more than 6 accounts exist on the system.

INDEX       The index key may be pressed at any time in Sterling pfs and
            used in the normal way to access other applications.

            UPDATE SCREEN KEYS

Q - quit to previous menu      A - add a record      C - change a record
D - delete a record            N - next record       P - previous record
G - goto record                R - reconcile

4.0 STERLING pfs EVALUATION INSTALLATION

To install Sterling pfs carryout the following steps :

        1. Identify the RAM drive with at least 35K of memory
           (:RAM.1 will be chosen for the following examples)

        2. Create a subdirectory on chosen RAM drive called /STERLING

           Do this by entering the FILER with [SQUARE]+[F], make sure 
           you are in the correct RAM drive. Now enter [DIAMOND]+[C][D]
           and the path name of /STERLING.

        3. Copy the STERLING pfs program off your chosen media to:
                           :RAM.1/STERLING/STERLING

        Make sure the filenames remain the same, otherwise Sterling pfs
        will not operate.

        4. Now select [INDEX] and start a FRESH copy of BASIC.
                           - do not load the basic patch.

        5. Once in BASIC type in the following :

                CHAIN "/STERLING/STERLING"    [ENTER]

        6. The Sterling pfs LOGON screen will now appear.
           The password on initial use is Z88, type this in followed by 
           [ENTER]. You will now have access to the main menu.
%P0%
5.0 GETTING STARTED

%JR%Once you have entered the password, the main menu will appear. You will 
%JL%notice on the evaluation copy that some options on the menu appear in 
grey, these options are available on the full version only.

5.1 ENTERING ACCOUNTS

%JL%In order to set the system up you will first need to add your accounts 
%JR%using option 8 (update accounts). Once selected simply type A to add 
%JL%and key in the fields required. The ACCOUNT ID is the account name to 
%JR%be displayed in scrolling balance display; ACCOUNT NAME is the full 
%JL%account description used for reporting (full version only); ACCOUNT REF 
%JR%can be the actual bank account number or any other reference; ACCOUNT 
%JL%TYPE may be a Bank Account, Credit Card, Nominal or Petty Cash account 
%JR%- Nominal Accounts may be reset using the period end procedure (full 
%JL%version). The BALANCE field is for display purposes only, by entering a 
%JR%transaction against an account the balance field will then be changed. 
%JL%The system account number used for all references is shown at the top 
%JR%right of the update screen area (ie. 2 of 8 - indicates account 2). If 
%JL%an account is to be deleted it should be deleted from the last account 
on file only.

5.2 ENTERING STANDING ORDERS

%JL%Standing orders may be entered in a similar way to accounts although 
the orders may only be processed on the full version.

5.3 ENTERING TRANSACTIONS

%JL%Once the accounts have been defined, simply select option 1 from the 
%JR%main menu and type A to add a transaction. Todays date will 
%JL%automatically be displayed for you to amend if necessary, then key in 
%JR%the transaction description and account numbers to debit and credit. 
%JL%Note, a negative in the balance display indicates an account in debt. 
%JR%On adding, modifying or deleting a transaction the balances will be 
updated instantly.

5.4 LISTING & RECONCILING TRANSACTIONS

%JR%Once you have entered your transactions you may then list them by use 
%JL%of option 3 from the main menu. Note - make sure transactions are 
%JR%sorted (main menu option 5) before use of this option or balances may 
%JL%not reflect a true state on the listing as some transaction dates 
could be out of sequence.

%JL%The reconciliation option lists all records for an account that have 
%JR%not yet been reconciled, simply type R to reconcile a chosen 
%JL%transaction and amend the date if necessary to match with your actual 
bank statement. The transaction will then be marked as reconciled.
%P0%
5.5 SAVE

%JL%Make sure you save any modifications made to data, the SAVE option will 
%JR%flash if a modification has been made, the last saved date is also 
%JL%indicated. Once saved you will notice two additional data files in 
/STERLING: STERLING.DBF AND STERLING.IDX.

6.0 HOW TO REGISTER

NOTE: Additional files will be sent to accompany your evaluation copy
      of STERLING pfs, an installation routine will turn your evaluation
      copy into a full version. Therefore :

      DO NOT DISCARD YOUR STERLING pfs EVALUATION PROGRAM! (STERLING)
         ---
    ---------------------------------------------------------------------------

    ORDER FORM #SPFSV18

    REMIT TO :                      FROM :

        D N HUMPHRIES                     NAME _________________________
        PROSPECT COTTAGE               ADDRESS _________________________
        HEATH ROAD                             _________________________
        HAMMER                                 _________________________
        HASLEMERE                              _________________________
        SURREY
        GU27 3QN                      POSTCODE ____________

Please delete * as appropriate:

*   I am a Z88 Users' Club member, my membership number is ______, and 
    enclose a cheque for 18.50 (2.50 postage and packing inclusive)

*   I am not a Z88 Users' Club member and enclose a cheque for 22.50
    (2.50 postage and packing inclusive)

    I enclose appropriate media in one of the formats indicated below :

    Z88         'BLANK' 32K EPROM (please send EPROMS by recorded 
                                                         delivery)

    PC/MSDOS :  'FORMATTED' 5 1/4" DISKETTE, 360K or 1.2mb

                'FORMATTED' 3 1/2" DISKETTE, 720K or 1.44mb

                NOTE: PC data will be stored using PC LINK II.

Please make cheques payable to D N Humphries and allow up to 28 days 
for delivery.
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