ShoeBox Modules
This is the main application screen.
The Shoebox application is made up of a variety of modules
that handle different functions like the GL STRUCTURE that group the transactions,
into categories which allow for a number of ways to review the data.
This data can be viewed in summary or detail by, GROUP, CATEGORY, DATE or METHOD.
This makes it easy to select reports for specifically what you want.
The yearly summary report is especially great to see the CASHFLOW or to use for TAX PURPOSES,
it gives a summary by GROUP, by CATEGORY by the MONTH.
The TRANSACTIONS module has 6 different forms.
( to label these tabs use the PAYMENT TYPES module )
This example shows :
BANK 1 BANK 2
CARD 1CARD 2CARD 3
CASH
Each module has the ability to
CREATEEDIT
DELETEFIND
PRE-BUILT ( is used by ALL types to build recurring transactions ).
In the FUEL/SERVICE module you first select a vehicle to view the activity.
Then there are 3 option tabs to access.
FUEL
This will display a list showing all Fuel records to date.
SERVICE
This will display a list showing all Service records to date.
REPORT
This gives you options to select a report style to print.
Each asset requires a unique ID number.
The assets module has fields to identify each item for insurance purposes
and for reference to report on groups and determine total asset values.
A couple of the fields are of importance in maintaining control of your asset values like:
Purchase Price and the Replacement Price
The special information area is just a note field.
There is an area to link a picture to the file, this makes it handy for reference purposes.
This is the FILE MANAGER module.
Here is where you can CHANGE the current data file.
or to RESTORE the session file (a session file is created each time you start the SHOEBOX application)
An option is available here to set the file name and path for the current data file to use.
This shows EDITING a TRANSACTION.
Enter the date of the transaction ( the statement period # will automatically calculate ) according to the module you're in and the date entered.
Next, enter the WHERE SPENT or select from the available list,
then enter the DESCRIPTION or select from the available list.
Record the amount of the transaction and select the GL ACCOUNT from the available list of accounts ( created in the structure module ),
once you select a GL ACCOUNT for a WHERE SPENT selection the account will be linked to the same account automatically.
When a transaction is complete, SAVE it to the list or CANCEL and start over. The list represents a breakdown of a transaction into one or many parts,
depending on how detailed the need.
When the entire transaction is complete, SAVE AND EXIT, this writes the complete set of entries to the data file.
This shows EDITING a FUEL TRANSACTION.
This example shows :
DATEWHERE PURCHASED
PRICEODOMETERPRIOR
LITRESTOTAL AMOUNT
DISTANCE and KPL ( are calculated fields )
HOW PAID
This is a module that's only purpose is to build a database of names and email addresses.
It has the ability to separate family and relatives, friends and others such as doctors etc. and have a print-out for handy reference.
One of the uses is to produce a print-out that is great for a hard copy of a PHONE BOOK.
Another feature is to produce mailing labels and a special print-out for a Christmas Card list.
