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156

Removing transactions after account

balancing

Since the Organizer contains limited memory capacity, it is
important to delete unwanted or out-of-date data from the
Money Tracking application just as for other applications.
However, one important advantage to having
RECONCILED transactions is that they are probably no
longer required, since they have all be successfully
accounted for. The Money Tracking applications offers a
useful facility of removing RECONCILED and/or other
transactions after adding their total value to the existing
OPENING BALance to create a new OPENING BALance.
This opening balance will be used the next time account
balancing is performed.

☞

Since transactions cannot be retrieved once they are
removed or deleted, you may want to store or back up
the transactions before removing them by transferring
them to a PC or even printing out the details.

To remove transactions:

1.

Select REMOVE TRANSACTIONS from the Money
Tracking application menu, then press

ENTER

.

The REMOVE TRANSACTIONS window appears.

2.

In the ACCOUNT field, press

˜

and select the

account in which you want to remove transactions, or
select ALL to remove transactions from all accounts.
Press

NEXT

.

3.

In the BEFORE field, enter the date before which you
want to remove transactions. You can either enter the
date directly from the keyboard or press

˜

and use

the arrow keys to select the date from the pop-up
calendar. Press

NEXT

.

☞

Transaction on or after the date you specify in the
BEFORE field will not be removed. For example, if
you specify BEFORE 1/1/97, then transactions up to
and including 12/31/96 will be removed.

4.

In the CONDITION field, specify the types of
transactions you wish to remove, according to their
status. Press

ENTER

.

Note the default is REMOVE RECONCILED.

☞

Note that while the removal of transactions maintains
the correct overall account balance, this is completely
different from deleting transactions, which causes the
balance to be reduced accordingly.

When the Organizer is Locked

Like most other applications within the Organizer, the
Money Tracking application allows you to define certain
information as Secret, so that it will be subsequently hidden
when the Organizer is Locked. However, locking the
Organizer causes certain changes to the Money Tracking
application’s behavior. These changes are discussed
below.

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Summary of Contents for OZ-5500

Page 1: ...tarted 41 General Operation 55 Time Management 69 Creating Your Own Database 95 Memo and Outlining 103 Desk Accessories 117 Money Account Management 133 Features and Utilities for Added Power 161 Using the Optional Peripherals 169 Personalizing Your Organizer 183 Appendices 191 ...

Page 2: ...2 SHARP ELECTRONICS CORPORATION Sharp Plaza Mahwah New Jersey 07430 2135 SHARP CORPORATION PRINTED IN JAPAN 95G16T TINSE1240PCZZ ...

Page 3: ...ICE SHARP strongly recommends that you keep separate permanent written records of all important data Data may be lost or altered in virtually any electronic memory product under certain circumstances Therefore SHARP assumes no responsibility for data lost or otherwise rendered unusable whether as a result of improper use repairs defects battery replacement use after the specified battery life has ...

Page 4: ...6 Setting the User s Preferences 47 Tel User File Templates 47 Setting the Start up Display 48 Setting the Password and Locking the Organizer 49 Setting the World City 49 To start working with the Organizer 49 Turning the Organizer on and off 50 Setting the LCD contrast to suit various lighting conditions 50 Turning off the initial display 50 Turning the key beep on and off 51 Getting to Know Your...

Page 5: ...ent 69 The Calendar Application 69 Selecting a Calendar view 69 The Monthly view 70 The Monthly view Monthly Goals display 70 The Weekly view 71 The Daily view 71 Finding entries using the Calendar views 72 Selecting a date 72 Making new Schedule To Do and Ann entries 72 The Calendar application menu 73 The Schedule Application 74 Making new entries 74 Finding Schedule entries 75 Moving appointmen...

Page 6: ...File Applications 99 Changing file names 99 Configuring fields 100 Customizing the Index display 101 Modifying the Index sort order 101 Modifying the templates 102 Chapter 5 Memo and Outlining 103 The Memo Application 103 Creating documents 103 Finding entries 104 Editing Memo entries 105 Deleting Memo entries 105 Changing the way text is displayed 106 Turning word wrap on and off 107 The Memo app...

Page 7: ... Things to Know about Money Tracking 134 Setting up Money Tracking accounts 135 Viewing account information 137 Editing or viewing account details 137 Entering Money Tracking transaction 137 Viewing account transactions 140 Displaying transactions in detail View mode 141 Editing updating existing transactions Edit mode 141 Listing all transactions 142 A closer look at Money Tracking transactions 1...

Page 8: ...se 165 Deleting a word or phrase 165 The Filter Function 165 Turning the Filter on 165 Turning the Filter off 166 Deleting filtered entries 166 Special Characters 167 Chapter 9 Using the Optional Peripherals 169 The Peripherals Menu 169 Printing from the Organizer 170 Setting printer emulation 170 Printing the current display 171 Printing a single entry 171 Printing a specified group of To Do entr...

Page 9: ... 187 Automatic Relocking 188 Changing or deleting the password 188 If you forget your password 188 Changing the Calendar Display Format 189 Setting the monthly format 189 Setting up the default Calendar view 189 Setting up the date format 190 Selecting the Bold display font 190 Appendices 191 A List of Key Notations 191 B Resetting the Organizer 196 All reset operation 197 C Troubleshooting 198 D ...

Page 10: ... The Organizer has been carefully designed to be extremely easy to use but it will help you greatly to go through this quick introduction to setting up and using your Organizer 3 Read through the section for answers to commonly asked questions There is a good chance that many general questions you may have about your Organizer will be answered in this section 4 Press 2nd H any time you need help u...

Page 11: ...ig 1 2 Remove the operation battery cover and remove old batteries Fig 1 3 Insert the two batteries on top of the ribbon tab as shown in the diagram Fig 2 4 Replace the operation battery cover Fig 3 5 Set the battery replacement switch to NORMAL OPERATION Fig 3 Installing or replacing the batteries Fig 1 Fig 2 Fig 3 ...

Page 12: ...nizer 2 While holding down the ON key on the keyboard push the RESET button on the back of the Organizer with a pen or a similar object 3 When the confirmation message appears press Y to initialize the Organizer Q 3 3 The Organizer then takes you through the set up procedure starting with adjusting the LCD contrast Initializing the Organizer ON ...

Page 13: ...s or to adjust the LCD contrast to your liking Q 3 4 5 Press ENTER You may have to wait for about 10 seconds before the next screen appears Note that the Start up continues with Setting up the Organizer on p 12 ...

Page 14: ...er Setup introduction appears press ENTER to continue 3 After you have read the User Setup Basic Instructions press ENTER to continue Q 4 2 4 Enter the Owner Information pressing to move to the next field Don t worry if you make a mistake you can change the Owner Information anytime see Chap 10 Q 4 3 5 Press ENTER to store the information you entered 6 After the Owner Information confirmation scre...

Page 15: ...r the current time in your city then press Single digit hours or minutes should be preceded by 0 eg 0533 Press AM or PM for AM or PM respectively 11 Select the time system you want to use ie 12 or 24 hour clock Press 12 Press and select today s date from the pop up calendar then press ENTER Use and to select the month and the cursor keys to select the day 13 Press ENTER to save Q 4 4 Q 5 6 Q 5 6 s...

Page 16: ... list of template options Highlight your choice and press ENTER to save To customize your User File files highlight USER FILE TEMPLATE and press ENTER Follow the steps above 2 START UP DISPLAY Highlight START UP DISPLAY and press ENTER This allows you to choose what you want to see when you turn on the Organizer Highlight your choice and press ENTER to save START UP ON displays Owner Information o...

Page 17: ...he World city to be used in the clock display Use and to scroll through the cities Highlight your choice and press ENTER to save 4 LOCK ORGANIZER Allows you to assign a password which will be needed in order to access entries marked as Secret 5 START ORGANIZING At any time you can start to actually use the Organizer by highlighting START ORGANIZING and pressing ENTER The Calendar application opens...

Page 18: ...BS or DEL to correct mistakes Use to move to a new line in the name and address fields 4 Press ENTER when finished to store the new entry Making your first entry in the Tel application The dark outline around a field indicates that it is selected for entering information Indicates that the entry is in Edit mode so it is being added or can be modified ...

Page 19: ...ess or to select the desired month then use the arrow keys to select the day of the appointment Press ENTER when done 3 Move to the TIME field and type in the start and end times for your appointment then press 4 Type in a description for the appointment eg Meeting with John 5 Press ENTER to store the entry Recording an appointment Q 9 1 Q 9 2 ...

Page 20: ...y you want to move 2 Press EDIT Q 10 1 3 If the appointment time has changed enter the new start and or end times 4 If the date has changed move to the DATE field press and select the new date from the pop up calendar then press ENTER 5 Press ENTER to store the revised appointment Q 10 3 with new date Changing an appointment Q 10 2 showing pop up calendar and new date selected ...

Page 21: ... any other information 5 Press ENTER to store the entry 6 Press The To Do index appears showing you the list of all To Do items Entering a To Do item You can assign a priority number which can be used to sort the entries in Index mode Press to mark any entry as completed Up to five category fields can be used to selectively access groups of entries using the Filter function Q 11 2 ...

Page 22: ...te then press ENTER to switch to the Weekly view Q 12 2 Using the Calendar views An exclamation mark indicates a To Do item on this day An upper dot indicates a Schedule entry during the morning A lower dot indicates a Schedule entry during the afternoon or evening White on black display indicates an Ann entry recording an anniversary or some other annual event Press to display additional informat...

Page 23: ... to display its full details in the application used to create it You can also switch views by pressing You can press NEW to open CALENDAR ACTIVITIES which allows you to make a new entry for the Schedule To Do and Ann applications Shaded areas on the time bar indicate appointments Black areas indicate appointment conflicts Press to mark the selected entry as completed ...

Page 24: ...want to change 4 Make any desired changes NOTE You can clear any field by pressing NEW You can highlight any text using and the cursor keys and then delete the text by pressing DEL or cut the text by pressing 2nd to paste it elsewhere If you make a mistake and want to restore the original entry simply press Editing an entry Q 14 1 TEL entry with description highlighted ...

Page 25: ... 1 In any application select an entry that you want to delete in Index mode or display it in View mode 2 Press DEL A confirmation message appears Q 15 1 3 Press Y to confirm the deletion Deleting an entry ...

Page 26: ...o delete multiple entries 2 Press and select DATA DELETION then press ENTER 3 Select the group of entries you want to delete and press ENTER The menu choices will vary depending on the application 4 A confirmation message will appear Press Y to delete the selected items Q 15 2 ...

Page 27: ...search in using and then press ENTER The application you were using last will always appear as the default 4 Press ENTER to begin the search 5 Press to see additional entries that contain the searched text then press ENTER when you find the desired entry Searching for information anywhere in the Organizer Q 16 1 Q 16 2 ...

Page 28: ...f it is not already displayed Q 17 1 2 Use and to scroll through the list until you find the entry you want Type the first letter of the entry to jump to the closest position in the Index list 3 Press ENTER to view the desired entry once it is selected Q 17 2 You can also press EDIT to edit the entry or DEL to delete it Finding an entry using Index mode ...

Page 29: ... 3 While holding down use the cursor keys to select the text you want to copy Selected text is displayed in reverse white on black 4 Press 2nd to copy the selected text 5 Display in Edit mode the entry to which you want to add the copied text 6 Move the cursor to the position you want the copied text to begin and press 2nd Copying and pasting text between applications Q 18 1 Q 18 2 Q 18 3 ...

Page 30: ...ind an entry containing some figures you want to calculate 2 Use and the cursor keys to select the figures Q 19 1 3 Press 2nd to copy the figures 4 Press repeatedly until the Calculator screen appears 5 Press to bring in the copied figures to the Calculator Q 19 2 You can use the result to perform any other calculations you wish Using the Calculator ...

Page 31: ... press and select the account type from the pop up list then press ENTER followed by The type of the account affects the way in which the account is used See Chap 7 for an explanation of account types Q 20 2 6 Press ENTER to store the account Q 20 1 If a BANK or CREDIT CARD account enter the account s opening balance as it appears on your latest statement Enter any important account information su...

Page 32: ...ess ENTER 4 Press NEW to start entering a new transaction 5 Today s date appears in the DATE field as the default but it can be changed if desired Press when done To change the date press and use the cursor keys to select the desired date from the pop up calendar then press ENTER 6 Enter any other information desired in the appropriate fields pressing to move to the next field Entering a new Money...

Page 33: ...store the transaction Use and to select Wording used varies according to account type although the debit appears on the left and credit on the right Correct punctuation is inserted automatically Optional category used to select certain groups of entries using the Filter Enter any text you want to describe the transaction Used for account balancing change this to CLEARED when you have checked the t...

Page 34: ... all of my entries looked strange Some words were split in two and some lines ended too early The entries don t look like this in the other Organizer What can I do A In certain applications such as Tel the number of characters allowed per line is different from that of other Organizer models This means that the new line characters you entered in the older Organizer will not produce the same format...

Page 35: ... party You will also need one of the various PC Link cables or the CE IR2 wireless interface for computers Check with your local dealer regarding features and availability of these products Q I can t seem to turn my Organizer on I changed the batteries but still nothing happens What should I do A Check the following before sending the unit in for service c Check that the battery replacement switch...

Page 36: ...group and categorize information using a hierarchical structure Everyone has a lot of small but important pieces of information that have to be memorized or kept track of in a written record for example important personal information Social Security number credit card numbers various ID numbers account numbers clothing sizes etc Using the Organizer you could make a number of Memo entries for each ...

Page 37: ...t difficult to write an entire document from scratch The Outline application allows you to capture your thoughts and ideas then rearrange and categorize them at any time You can also copy an Outline file and paste it into the Memo application to finish the document there adding text to the major topics ...

Page 38: ...u set up yourself Both can be configured flexibly to store and recall the information most important for you The Organizer also provides a useful word processing facility The Memo application allows you to use the Organizer for everything from simple note taking to creating professional full size letters and the Outline application lets you record and organize your thoughts and ideas using topics ...

Page 39: ...n using menus and the built in help feature Chapter 3 Time Management Explains those features that help you structure your time and keep track of appointments and important events the Calendar Schedule To Do and Ann applications Chapter 4 Creating Your Own Database Explains the Tel and User File applications which not only store information such as addresses and phone numbers but can also be confi...

Page 40: ...rganizers including previous models Chapter 10 Personalizing Your Organizer Explains how to change the opening display and Calendar display format and how to use the Secret function as well as the password security Appendices A List of Key Notations B Resetting the Organizer C Troubleshooting D Battery Replacement E Specifications ...

Page 41: ...ation with or 2nd H for example accesses the HELP screen when the 2nd key is used with it When a key s second function is referred to in an explanation only that function is shown not the key itself For example the instruction to see the HELP screen would be shown as 2nd HELP not as 2nd H The symbol indicates a tip or an important point you should note The Organizer often lets you perform operatio...

Page 42: ...t Do not use extreme force when pressing the keys Do not use any sharp pointed object or even your fingernails to press them Sharp or hard objects can scratch and damage the Organizer Make sure it is adequately protected when carried with other objects Do not carry it loose in a bag or briefcase find a pocket or secure compartment within your bag Clean the Organizer only with a soft dry cloth Do n...

Page 43: ...in working with your Organizer from installing the batteries to initialization The chapter also includes a labeled illustration of the parts of the Organizer and basic explanation of its key features from the keyboard to the display and its symbols CHAPTER 1 Getting Started ...

Page 44: ...us functions Numeric keypad Used for operating the calculator and entering numbers in other applications 15 pin cable jack Connects a data transfer cable for computer links and other interfaces etc Application keys Starts appropriate applications Keyboard For entry of characters and commands ...

Page 45: ... plus and minus polarity as shown below 4 Replace the cover 5 Set the battery replacement switch back to NORMAL OPERATION the red dot disappears Infrared port For wireless communication with other OZ 5500 compatible Organizers etc Battery replacement switch Locks the battery compartment to prevent access to the batteries Memory back up battery compartment Holds memory back up battery Operating bat...

Page 46: ...r some other pointed object The following message will appear 1 5 Display 3 Press Y to initialize the Organizer The LCD Contrast screen then appears 4 If the display is not clear press and until the display is satisfactory 5 Press ENTER when ready The message Working appears for at least 10 seconds while the Organizer proceeds with the initialization procedure The Organizer then automatically star...

Page 47: ...TER to continue The User Setup Basic Instructions appear to instruct you how to move around the screen during User Setup and normal use You can use to move around the screen You can also use PREV and NEXT to move from field to field Press ENTER to proceed with setting the Owner Information or CANCEL to exit the SETUP procedure Setting the Owner s Information The Owner Information comprises your na...

Page 48: ...ork and the World city is London Before setting the Clock s correct time you should first select the Local City for which you want to set the time After entering the Owner Information above the following list of cities appears 1 8 Display 6 If the desired city does not appear press PREV or NEXT to display more cities You can jump to a particular country by pressing the first letter of that country...

Page 49: ... determine the kind of information that can be stored in the file You can change your mind later and switch to using a different template but some data in your existing entries may be lost as a result 13 In the LOCAL DATE field press to display the pop up calendar Use PREV and NEXT to select the current month then use the arrow keys to select today s date 14 Press ENTER once the date has been sele...

Page 50: ...sed and the Organizer returns to the most recently used application SET UP The Organizer will automatically perform the User Setup and User Preferences procedure ie what you are doing now the next time it is turned on However note that after this has been completed once the Start up Display is automatically set to OFF 1 In the START UP field move to the desired option and press NEXT 2 In the BACKG...

Page 51: ...e place 3 Press ENTER The User s Preferences screen reappears 4 Select LOCK ORGANIZER once again in order to Unlock the Organizer by giving the correct password Setting the World City As well as setting the Local city previously you can also select the World city used to display the time in another city of your choice alongside the Local time When the Organizer is initialized the World city is set...

Page 52: ...st of the LCD display may have to be adjusted for ideal readability You may find for example that a contrast setting that was fine for the home or office is not adequate when outdoors or when travelling on public transportation Follow the procedure below to adjust the LCD contrast 1 Press MENU three times to open the TOOLS menu 2 Highlight ADJUST LCD CONTRAST then press ENTER 3 Adjust the contrast...

Page 53: ...he OZ 5500 Organizer is a compact yet sophisticated information management device that you can use anytime anywhere Its applications and utilities allow you to enter and organize information and it has powerful communications facilities that enable you to put that information to optimum use when you return to your home or office You can quickly update your computerized mailing lists for example or...

Page 54: ...p up menu to appear containing a list of options or values currently available for that field You can then select the desired item from the list without having to type any text In addition all date fields function as pop up fields Whenever a date can be entered the user can press to display the special pop up one month calendar You can use PREV and NEXT to select the desired month then the arrow k...

Page 55: ... CAPS CAPS has been pressed In caps lock mode all typed letters will be in upper case Press CAPS again to turn off caps lock T The Organizer is locked Entries marked as secret cannot be accessed without first entering the password and unlocking the Organizer see p 186 e The key sound is on see p 51 All alarms are enabled When this symbol is not shown the alarm sound for any alarms that have been s...

Page 56: ...semble the following example 1 10 Display In this type of display pressing NEXT takes you to the next page of the display pressing PREV takes you to the previous page and pressing CANCEL takes you back to the HELP INDEX menu From time to time during normal operation the Organizer will display messages to guide you through necessary tasks Many of these messages will give you a choice of commands or...

Page 57: ...lication see p 95 Opening an Application To start an application simply press the corresponding key located on the top of the keyboard Each time you press CALENDAR SCHEDULE TO DO ANN CLOCK TEL USER FILE OUTLINE MEMO MONEY TRACKING or CALC the selected application will appear Any application already being displayed will be hidden whenever a new application is selected You can always return to anoth...

Page 58: ...de or is selected in Index mode causes the entry to be displayed in Edit mode The entry s details can then be altered as desired During Edit mode the word EDIT appears at the top of the screen Edit mode is also used when an entry is being created by pressing NEW The Calc and Clock applications do not have Index View or Edit modes Index mode Index mode shows you a one line view of each entry within...

Page 59: ...es not NEXT shown Displays any information not shown within an entry Edit mode Edit mode is used to create a new entry or edit an existing entry 2 2 3 Display Other operations NEW Clears a selected field CANCEL Clears an entry without storing it or cancels an operation and returns to the previous view mode ENTER Stores an entry in the Organizer s memory or initiates an operation Activates the pop ...

Page 60: ... Type in the name Smith John 4 Press or NEXT to move to the NUMBER field 5 Type in 201 529 8200 and then press Notice that the cursor has moved to the next line and the size of the field box has been automatically adjusted 2 3 2 Display 6 Type in 201 529 9695 FAX 7 Press or NEXT to move to the ADDRESS field 8 Type in 123 Main Street followed by Type in Mahwah NJ 07430 9 Press ENTER to store the en...

Page 61: ...ields Most applications divide the display into field boxes The number of fields in each application varies as do the types of fields The different types of field include text fields a date field time fields and pop up fields There are also a few special types of text fields In the Tel and User File applications you can define the number and names of fields according to your preferences see p 100 ...

Page 62: ...d format see above In some text fields or boxes when there is no character at the cursor position the cursor appears as _ Typing in text Typing in text is simple and straightforward The Organizer s keyboard layout is just like the keyboard on a typewriter or computer Letters lower case and upper case Any of the standard letters A to Z can be entered by pressing the corresponding key All letters wi...

Page 63: ...or past the character after which you wish to insert text and begin typing Insertion mode is the Organizer s default setting indicated by the triangle cursor ß To switch to the overwrite mode press INS Any text you enter will replace the existing text The cursor appears as in the overwrite mode To switch back to the previous mode press INS again Deleting text If you make a mistake while entering t...

Page 64: ...board Once text is selected any new text that is typed in will replace the selected text This can be useful if you are replacing one block of text with another as selecting the old text and then typing the new text saves you the trouble of actually deleting it first For a full explanation of the Cut Copy Paste functions see p 161 Scrolling the display If there is more information than can be displ...

Page 65: ... mode 1 Press the desired application key 2 If it is not already displayed switch to Index mode by pressing CANCEL A list of the existing entries appears 3 If the desired entry is not displayed you can scroll the list of entries by pressing and 2 5 1 Display 4 When the desired entry is displayed select it and press ENTER to see the entry in full Using keywords If you have no idea where an entry is...

Page 66: ... keyword press NEXT until you find the entry you are looking for Then press ENTER when you have finished searching If you highlight text in an entry before pressing 2nd SEARCH to begin a search the text is automatically entered as the search keyword By date You can use the various Calendar views to quickly and easily find information related to a time and or date 1 Press CALENDAR The calendar appe...

Page 67: ... entries 1 Open the desired application 2 Select the entry in Index mode 3 Press DEL on the keyboard A confirmation message appears asking if you are sure you want to delete the selected entry 4 Press Y or N to cancel the deletion Deleting entries using the application menu You can also make deletions using the application menu The DATA DELETION submenu allows you to do this flexibly and easily 1 ...

Page 68: ... to cancel the deletion Checking the Time and Date 1 To check the current date and time press CLOCK 2 7 1 Display 2 Press any other application key to close the Clock application For a full explanation of the Clock application see p 126 Deletes a selected entry Deletes Filtered entries Deletes all entries in TEL 1 TEL 2 or TEL 3 file Deletes all entries in all TEL files ...

Page 69: ... date entries The Check Memory function allows you to easily check the amount of free memory available in the Organizer and thus avoid the inconvenience of running out of memory and losing data 1 Press MENU three times to display the TOOLS menu 2 Select CHECK MEMORY then press ENTER The display shows the summary of the Organizer s memory usage and availability 2 8 1 Display 3 Press ENTER or CANCEL...

Page 70: ...ontrast of the LCD display see p 50 Other important facilities and functions are provided via the PREFERENCES menu which allows you to tailor the Organizer and is described in Chapter 10 and the PERIPHERALS menu which provides commands for printing and data transfer described in Chapter 9 Stores entries transferred from other units see p 178 Shows the amount of free and used memory see p 67 Displa...

Page 71: ... calendar that can display details of any month from January 1901 to December 2099 The Calendar also provides you with a convenient way of accessing viewing and making new entries in the Ann Schedule and To Do applications Selecting a Calendar view The Calendar application is used to display and indirectly access information about time and dates The Calendar provides you with three ways of viewing...

Page 72: ... box shows any Monthly Goals created in the To Do application for that month An upper dot next to a date indicates a Schedule entry for that morning AM and a lower dot indicates one in the afternoon or evening PM see p 74 You can use PREV or NEXT to move forward or backwards one month at a time The Monthly view Monthly Goals display The Monthly view normally provides you with the details of the se...

Page 73: ...ll entries for a single day It can be accessed from the Weekly view by highlighting a day and pressing ENTER 3 1 4 Display Shaded portions on the bar graph indicate times of the day when you have appointments or other commitments These are shown to the nearest five minutes Portions that are blackened indicate that you have more than one appointment during that period Press to display the bar graph...

Page 74: ...e cursor to a specific date to select it for display in another Calendar view However another convenient way of selecting a date that is not on the display is using GO TO A SPECIFIC DATE in the Calendar application menu 1 Press MENU in any Calendar view and select GO TO A SPECIFIC DATE then press ENTER A date entry window appears 3 1 6 Display 2 Enter the date you want to select in the order of mo...

Page 75: ... Press select the application for which you want to create the new entry then press ENTER The selected application appears in the application box 4 Press ENTER to proceed or CANCEL to cancel the new entry A new entry for the selected application appears in Edit mode 5 Enter the date time details as required for the particular application then press ENTER The new entry is then stored together with ...

Page 76: ...ing and ending time and entering a description of the event Entering a starting and ending time is optional but you must enter a description Enter the following information Date October 31 1996 Time 8 30 p m 12 00 a m Description Halloween Party 1 Press SCHEDULE 2 Press NEW 3 2 1 Display 3 Press PREV to move to the date field 4 Use the keyboard or press to select October 31 1996 then press NEXT to...

Page 77: ...member the date of an event or appointment if you know the subject and or a single word that appears in the DESCRIPTION field of the entry you can find the entry by searching for it 1 Press 2nd SEARCH The Search window appears 2 Type in any word that you think appears in the DESCRIPTION field of the entry you are looking for 3 Press ENTER If you still do not see the desired entry press NEXT to dis...

Page 78: ... 2 3 Display 3 Select SELECTED ENTRY then press ENTER A warning message will appear asking if you are sure you want to delete the entry 4 Press Y or N to cancel the deletion You can also delete an entry by pressing DEL after selecting it in Index mode or displaying it in View mode Deleting all entries All Schedule entries can be deleted at one time using the menu 1 Press MENU in Index or View mode...

Page 79: ... weeks Deletion of entries over a specific period You can delete all Schedule entries for a period of a month or a single day using the Calendar application 1 Press CALENDAR and select a date which falls within the period in which you want to delete all Schedule entries 2 Press MENU and select DATA DELETION then press ENTER A submenu appears 3 Select the desired period for deletion A warning messa...

Page 80: ...te each month for example the 10th for regular monthly events on a specific date For example if you have a five day vacation beginning on June 24th 1 Select the date when the entry will occur for the first time in the Schedule application 2 Press NEW 3 Move to the DESCRIPTION field 4 Enter the description Type Vacation 5 Press ENTER 6 Press MENU and select REPEAT THIS ENTRY then press ENTER 3 2 5 ...

Page 81: ...mation with an alarm set for one hour in advance Date March 16 1996 Time 1 00 2 00 pm Description Lunch with Sally 1 In the Calendar or Schedule applications select the desired date and press NEW 2 Enter the starting time and ending time each followed by PM The cursor moves to the alarm time field When this field is empty this means that no alarm is currently set 3 Enter the desired alarm Type 120...

Page 82: ...ask entries are identified as TO BE DONE DONE or MONTHLY GOALS Making new entries Entries in the To Do application contain nine fields Description Due Date Priority Done indicator and five fields for categories These categories which you can define yourself and assign as you like can be used to manage tasks according to project the personnel involved in them or any other groupings you wish to defi...

Page 83: ...number 0 9 or letter A Z but not special or accented characters which then indicate the importance of a task or project Numbers are given priority over letters Enter the following information Description Prepare Alpha project proposal for John Priority 1 1 Press TO DO 2 Press NEW The To Do entry display opens 3 3 1 Display 3 Enter the description of the entry Type Prepare Alpha project proposal fo...

Page 84: ... the entry becomes a monthly goal and will appear in the Calendar s Monthly view when HIDE MONTHLY GOALS is deselected You have a manuscript you have to read by the end of August In the To Do application 1 Press NEW 2 Enter a description Type Read manuscript 3 Move to the DUE DATE field 4 Enter the month when you want to accomplish this Type 08 5 Press twice skipping the date and enter the year Ty...

Page 85: ...side their due dates in the Calendar s Monthly views The Calendar application can also display a reminder of any Monthly Goals that have been set To display the Monthly Goals 1 From the Calendar application press MENU The application menu appears 2 Select HIDE MONTHLY GOALS and press ENTER The Monthly Goals will then be displayed the next time the Calendar s Monthly view is selected 3 Press MENU a...

Page 86: ...ayed on the done date in the Calendar This allows you to go back and review entries that have already been completed This operation can be done either using the Calendar which makes it easy to check completed entries when you check your schedule for the day or in the To Do application which lets you check off a monthly goal entry or a task that you have completed before its due date Checking off e...

Page 87: ...tries for subsequent selective access You can use categories to organize your information for example to group tasks by project personnel or other criteria that you may find useful Up to 32 different categories can be used in the To Do application and up to five categories can be assigned to each entry Once a word is entered within an entry as a category that word is automatically stored and sorte...

Page 88: ...ENU select CATEGORIES and press ENTER The CATEGORIES window appears 9 Press to display the pop up category list 3 3 9 Display You cannot use the same category more than once within the same entry Assigning categories using the category list 1 When entering or editing an entry in Edit mode move to any of the five CATEGORY fields The pop up symbol appears at the right 2 Press The Category window ope...

Page 89: ...ER to store the edited entry To delete an existing category Press select the desired category from the list and press ENTER The selected category appears in the category box Press DEL A confirmation message appears Press Y to confirm the deletion or N to cancel the operation If the Category is currently in use by one or more entries a warning message will be displayed and it will not be deleted 4 ...

Page 90: ...ES window appears 3 Press select the desired category from the list and press ENTER 4 Select the category whose To Do entries you want to view then press ENTER All entries that have been assigned the selected category are then shown in Index mode Deleting To Do entries Deleting single entries 1 Select the desired entry in Index mode or display it in View mode 2 Press MENU select DATA DELETION then...

Page 91: ...N then press ENTER 2 Select ALL TO DO ENTRIES then press ENTER A warning message will appear asking if you are sure you want to delete all To Do entries 3 Press Y or N to cancel the deletion It is not possible to delete all entries simultaneously if the Organizer is locked See p 186 The To Do application menu 3 3 11 Display Selects TO BE DONE DONE or MONTHLY GOALS entries Sets the Index sorting or...

Page 92: ...ores and displays entries that occur on a specific date and the second ANN 2 stores and displays entries that occur on a specific day for example the third Thursday in November ANN 1 is the default file but you can easily change between them whenever you like Making new entries in the ANN 1 file Enter the following in the ANN 1 file Date May 17 Description Sally s Birthday 1 Press ANN Index mode o...

Page 93: ...ress ENTER The anniversary is stored Finding entries Entries are stored in chronological order in each file Using Index mode 1 Go to Index mode 2 Press MENU select VIEWS then press ENTER 3 Select the file you want then press ENTER 4 Select the desired entry then press ENTER to display it in full Using the Calendar view In the Calendar s Monthly view Ann entries are indicated by dates highlighted i...

Page 94: ...ode or display it in View mode 2 Press MENU and select DATA DELETION A submenu opens 3 Select SELECTED ENTRY then press ENTER A confirmation message will appear asking if you are sure you want to delete the entry 4 Press Y or N to cancel the deletion In Index mode you can also delete single entries by pressing DEL after selecting the entry to be deleted Deleting all entries 1 Press MENU select DAT...

Page 95: ...93 3 The Ann application menu 3 4 4 Display Selects ANN 1 file or ANN 2 file see p 91 Selects the specific entries for deletion see p 92 ...

Page 96: ...94 ...

Page 97: ...ther application can be named and set up from a built in list of six types or templates These templates are pre defined for each application as follows For the Tel application Telephone Office Contacts Business Personal and Family For the User File application Travel Restaurant A V Guide Home Inventory Inventory and Product The three Tel files are each set up automatically to provide a simple addr...

Page 98: ...or USER FILE to open the desired application 2 Press MENU to open the application menu and then select VIEWS The currently selected file is marked with an asterisk 3 Select the desired file and press ENTER You can also press TEL or USER FILE to switch between the various files in the respective application Creating new entries In the Tel or User File application 1 Select the file in which you want...

Page 99: ...that appears in the entry then you can use the Search function to find it 1 Press 2nd SEARCH The Search window appears 2 Type in a word that appears in the entry you are looking for 3 Press ENTER If you do not see the entry you are looking for press NEXT until it is displayed 4 Press ENTER when you find the entry The Search function does not distinguish between upper and lower case letters Editing...

Page 100: ...sure you want to delete all entries in the selected file 5 Press Y or N to cancel the deletion Deleting all entries in all files 1 Press MENU highlight DATA DELETION then press ENTER 2 From the submenu highlight ALL TEL FILES or ALL USER FILES then press ENTER A warning message will appear asking if you are sure you want to delete all entries in the files 3 Press Y or N to cancel the deletion It i...

Page 101: ...cify which of the six templates to use as a template for each of the application s three files In order to select a particular template you must first select the file for which it is to be applied Note that the six templates are different for Tel and User File Changing file names 1 Press TEL or USER FILE to start the application containing the file whose name you want to change 2 Press MENU select...

Page 102: ...e the number of fields for a file that already has some entries stored fields and any information they contain will be deleted from the bottom of each entry until the decreased number of fields is reached Since the data in these fields are lost care should be taken when reducing the file size 6 Press ENTER to store the number of fields you entered Or CANCEL to cancel any changes and leave the orig...

Page 103: ...acters that you want the field to be able to hold Remember that the total maximum number of characters for all fields together is 38 If the desired fields are not all displayed use and to scroll one line at a time 5 Press ENTER when you have finished or CANCEL to cancel the changes You can set any text fields to be displayed in Index mode No matter which fields appear in the Index entries are sort...

Page 104: ...cate that the entries should first be sorted by COMPANY 5 Press NEXT 6 In the CONTACT field enter 2 to indicate that this field should be used as the second sorting key for the entries within each company 7 Press ENTER The Index view reappears with the entries sorted first by Company then by Contact name Modifying the templates For each file used in the Tel and User File applications you can choos...

Page 105: ...th a simple yet powerful means of recording information from meeting notes to memorandums and letters With a printer connected to the unit this gives you the capability to print out impressive full scale letters reports and other documents see p 170 Before reading this chapter be sure you have read Editing Techniques in Chapter 2 More advanced editing features are used in this chapter Be sure you ...

Page 106: ...erisk 3 Select the desired sorting method DATE or TITLE then press ENTER May 10 1996 Mr Frank Smith Chairman ABC Co Ltd Dear Mr Smith Thank you for your fax of May 5th 1996 regarding the Alpha Project We agree that it is too difficult to answer your questions about our new project properly based on the available information We will receive the proper documentation within the next week This shouldn...

Page 107: ...r 3 Press ENTER If you still do not see the desired entry press NEXT to display the subsequent matching entries 4 Press ENTER when you find the entry The Search function does not distinguish between upper and lower case letters Editing Memo entries 1 Select the entry in Index mode 2 Press EDIT The entry opens in Edit mode 3 Make any desired changes If you are working with a long piece of text that...

Page 108: ...he text will wrap to the beginning of the next line However there may be times during editing when you want the text on the screen to behave as if it was being viewed on a standard PC screen which is 80 characters wide For example if you were writing a letter containing some rows or columns of prices you might want to see exactly where the line breaks occurred ie where one line ends and another be...

Page 109: ...rmation or key points of your ideas and writing into a clear easy to understand hierarchical structure This is ideal for organizing your goals and ideas and the application provides the flexibility to restructure the outline whenever necessary An outline structure consists of a title and one or more topics which in turn can have one or more subtopics These topics can be rearranged grouped together...

Page 110: ...t lines of the topic just entered disappear from view this is because only the first line of each topic is being shown This feature allows you to have a lot of information on one page but to see only the first line heading of each topic However this single line subtopic display is an option controlled by the user who can also have all topics displayed in full instead To do this select SHOW FULL TO...

Page 111: ...ay All lines in all the topics are displayed If you want to view the entire contents of a particular topic select the topic then press Press or ENTER to return to the regular display Text first entered as the title can be edited to extend up to 2 048 characters Locating outlines Outlines are stored in alphabetical order according to their titles Using Index mode to find an outline 1 Go to Index mo...

Page 112: ... directly to the last topic and to move directly to the first topic ie the title Editing text Only one topic can be edited at a time 1 Display the outline you want to revise If the entry is in the one line view mode select full view mode see p 109 to display all the hidden text of the outline 2 Select the topic you want to edit and press EDIT The block cursor appears at the start of the text 3 Mak...

Page 113: ...pics cannot be moved above the title Joining two topics into one You can join merge any two consecutive topics into one using the application menu A selected topic is joined to the topic above it 1 Select the topic you want to join to the one above it If the entry is in the one line view mode select full view mode see p 109 to display all of the outline s hidden text 2 Press MENU select JOIN SPLIT...

Page 114: ... 113 is split the subtopics are assigned to the second ie new topic Deleting Outline topics A FAMILY is the name given to a topic that contains one or more subtopics To delete a topic and its subtopics 1 Select the topic you want to delete 2 Press MENU select DATA DELETION then press ENTER A submenu appears 3 Select SELECTED FAMILY then press ENTER The selected topic is highlighted and a confirmat...

Page 115: ...which is always on the first level by itself This simple outline form may be all you need to organize your information You can however create subtopics for greater flexibility Each subtopic belongs to the particular topic that is on the next level above it A subtopic can in turn have its own subtopics these can continue for 15 levels below the title Subtopics are referred to as children the topic ...

Page 116: ... place the new topic Central on the same level as Northeast 5 2 10 Display 8 Continue and complete the outline in this manner Collapsing families As an outline grows in size and depth you may find it difficult to manage The collapse function allows you to condense the view and later expand only those topics and families that you wish to see Collapsing an outline hides all subtopics from view displ...

Page 117: ...regardless of whether or not the topic is collapsed and its subtopics are visible Therefore some care must be taken since these operations affect information that may not be visible The following restrictions apply when working with families 1 You may not be able to change the level of a collapsed family in certain situations No other topics may be moved into a family unless the family is expanded...

Page 118: ...u continue it will combine that topic with the last topic in the preceding topic s family It is therefore a good idea to first expand the collapsed topic s family in order to see the topic and subtopics you are combining with The Outline application menu 5 2 13 Display Moves the selected topic to the new location see p 111 Fully displays or collapses the subtopics of the selected topic see p 114 D...

Page 119: ...nd can also calculate duration of time periods based on given dates such as the number of days you have to complete a project In addition it has a paperless printer feature which shows all calculations in a vertical column on the display just as they would appear on a desk top calculator s built in printer roll The Calc application also provides support for cost selling price markup and margin cal...

Page 120: ...leared Press CzCE to clear the error Press to change the sign of a displayed value For further information on other calculator operations see p 124 The paperless printer In the basic calculator mode only the results of a calculation are displayed Using the paperless printer each step within a calculation are retained for reference so you can later edit specific parts of the calculation This allows...

Page 121: ...Inserting new figures You can add new steps to a series of calculations recorded on the paperless printer 1 Move to the line before which you want to insert the new value 2 Press INS INSERT MODE briefly appears on the calculator s display 3 Enter the operator and the value to be inserted then press ENTER The value is now included in the calculation 4 Press ENTER again to get the new total Once the...

Page 122: ... current date skip step 2 instead 6 1 4 Display 2 Press CANCEL once to clear the starting date field and then enter the desired starting date Prefix a single digit month or day with a 0 3 Press 4 Enter the ending date 5 Press If you wish to have today s date as the ending date when the starting date is prior to today use 2nd D to enter today s date The number of days between the two dates is shown...

Page 123: ...ost recently calculated date is automatically entered in the FROM field Simply enter the number of days to be calculated and press If you make a mistake press CANCEL to return to a previous step Using the Calculator with other applications The Calc application can perform calculations that have been written out as text within another application Transferring data from an application entry into Cal...

Page 124: ...ling price Margin calculations The Calc application provides a useful function for making markup and margin calculations based on figures that you supply via the keyboard The way it works is simple you enter two of the values that you already know for either the cost selling price or markup margin and the calculator works out and displays the missing value For example if you enter the cost and the...

Page 125: ...ue is calculated and appears in the field Setting the number of decimal places When using the Cost Selling price Markup and Cost Selling price Margin calculator you can choose whether the number of decimal places used in calculations is 0 or 2 In either Cost Selling price Markup or Cost Selling price Margin calculator mode 1 Press MENU select DECIMAL POINT SETTINGS and press ENTER 2 Select the des...

Page 126: ...nd division are performed in the same manner 68 x 25 68 X 25 The multiplicand becomes a constant 1 700 68 x 40 40 2 720 Percentage What is 10 of 200 200 X 10 20 What percentage is 9 36 25 9 of 36 Add on What results from a 200 10 220 10 increase of 200 or 200 X 10 Discount What is 500 after a 500 20 400 20 discount or 500 X 20 Square root 25 9 25 9 ª 4 Power 43 2 4 X X 4 096 Reciprocal 1 8 8 0 125...

Page 127: ... 17 M 85 M Total RzCM 182 M Temporary memory RzCM RzCM 14 3 x 2 x 14 M 3 X 2 M 6 M 52 35 52 35 X RzCM 136 M The Calc application menu 6 1 9 Display Selects the basic paperless date cost sell margin or cost sell markup calculator mode Selects the entry mode in the paperless calculator Selects the insert mode in the paperless calculator Sets the number of decimal places see p 123 ...

Page 128: ...ate this The Clock Application The unit s built in clock makes it possible not only to know the correct time and date in your area but also to know the time in other cities or any region around the world The Clock is used as the reference time by the Calendar Schedule and To Do applications In addition to these features daylight saving time DST can be enabled for any city you designate for those c...

Page 129: ...States of America USA Country and city names in the list and their relative time differences are current as of January 1992 Setting the time and date 1 Press MENU to open the Clock menu 2 Select SET CLOCK and press ENTER 3 Select ADJUST TIME DATE and press ENTER The ADJUST TIME DATE window opens 6 2 3 Display The window has three fields Local Time Time System and Local Date 4 Enter the current tim...

Page 130: ...ocal city when you press CLOCK The Organizer also shows you the time difference between the current World city and the Local city When you first use the Organizer the default World city is London To change the World city 1 Press MENU to open the Clock menu 2 Select SET CLOCK and press ENTER 3 Select CHANGE WORLD CITY and press ENTER A list of four cities appears These will be the four cities you m...

Page 131: ...se as the Local and World cities 1 Press MENU to open the Clock menu 2 Select SET CLOCK and press ENTER 3 Select ADD USER S CITY and press ENTER The ADD USER S CITY window opens 6 2 6 Display You can set up to three cities by entering information in the three fields In the unit s default settings New York has been designated as USER CITY1 4 Move to the field you would like to change for USER CITY1...

Page 132: ...n and off Enabling and disabling DST Once DST is assigned to a city it remains in effect until it is de assigned Once a year cities using DST will switch back to regular time Rather than having to de assign DST for each city separately you can simply disable the Organizer s DST feature itself which then applies to all cities within the Organizer When these cities switch back to DST you can simply ...

Page 133: ...ay s middle field Disabling all alarms Once you have set an alarm it will sound at the appropriate time whether the Organizer is turned on or off When the Organizer is on at the top of the display indicates that any alarm that is set will sound at the appropriate time There may be times when you do not want to hear any of the set alarms You can disable all Schedule and Daily Alarm sounds easily wi...

Page 134: ...132 The Clock application menu 6 2 9 Display Sets the built in clock Sets and controls up to five alarms to sound daily see p 130 Turns all DST settings on or off ...

Page 135: ...he Money Tracking application can help you balance your accounts at the touch of a few buttons You can even transfer information between your money management software on your desktop computer Quicken MS Money and the OZ 5500 using the optional Link software Introducing Money Tracking concepts The Money Tracking application utilizes two main concepts for organizing its information Accounts and Tra...

Page 136: ...l transactions A closer look at Money Tracking transactions Using the Filter to display selected transactions Canceling an active Filter About Categories Using the pre defined Categories Adding your own Categories Editing Category names Using Categories The SPLIT function Automatic transfers Making a transfer for a SPLIT transaction Account balancing and reconciliation Deleting Money Tracking info...

Page 137: ...All Money Tracking transactions are recorded against accounts set up by the user There are no default accounts The first step in using the Money Tracking application is to set up your personal accounts To enter a new account 1 Press MONEY TRACKING to open the Money Tracking application 2 Press MENU and select SET UP ACCOUNT followed by ENTER The ACCOUNT LIST appears with the name type and current ...

Page 138: ...nds on the account type BANK Use the Closing Balance shown on your most recent bank statement CREDIT Use the New Balance shown on your CARD atest credit card statement Even though this represents a debit ie an amount that you owe you should enter the amount as it appears on your statement ie without a minus sign When performing account calculations the Organizer knows that an amount in a CREDIT CA...

Page 139: ...ntered incorrectly However since this involves the account setup information and not the actual transactions this is an operation the user would only use occasionally 1 Press MENU select SET UP ACCOUNT and press ENTER The ACCOUNT LIST is displayed 2 Select the desired account and press EDIT A message appears warning you that editing certain fields may cause a discrepancy in the reported account ba...

Page 140: ...as assigned is appears in the ACCOUNT NAME field as the default The cursor appears in the DATE field which already contains today s date as the default 4 Enter the date of the transaction if you do not wish you use today s date You can enter a date either via the keyboard or by pressing and selecting the date from the pop up calendar 5 Press NEXT to move to the REF NUMBER field Enter an optional r...

Page 141: ...nd corresponding categories for the transaction The total of the 10 sub amounts should equal the full amount entered in the transaction The pop up list contains those categories already defined via the CATEGORIES function in the Money Tracking application menu Instead of using the pop up list you can enter a new category in this field Any category you type in will be added automatically to the cat...

Page 142: ...and press ENTER The account list is displayed 2 Select the desired account from the list then press ENTER The Index mode view of the account then appears with the account name displayed at the top of the screen Each row represents the summary of a different transaction sorted in ascending date order ie oldest first 3 Since not all the information for each transaction can be displayed on the screen...

Page 143: ...When you have finished viewing the transaction press ENTER to return to the account Index mode or press CANCEL to display the ALL account transaction view When viewing a given transaction you can use NEXT and PREV to view successive and previous transactions in the same account without having to return to the account s Index mode to select a different transaction The Organizer warns you if you rea...

Page 144: ...line per transaction If you are currently in transaction View mode you can jump directly to the ALL account transaction view by pressing CANCEL 2 Press to view those transaction details that cannot fit on the display Press to redisplay the original group of transaction details 3 If necessary use and to scroll the display up and down to display any additional transactions that may not fit onto the ...

Page 145: ...ness people and others who incur regular expenses for which they are reimbursed at a later date After you incur a business expense you usually need to submit an expense claim in order to be reimbursed later When entering a transaction for a business expense you could set this field to NOT SUBMITTED Once you submit your expense claim you can update this to SUBMITTED to reflect the change When the e...

Page 146: ...lay a particular transaction in View mode select the transaction and press ENTER The selected transaction appears in View mode The word FILTERED appears in the top right of the screen to remind you that a filter is in effect and that some transactions may The SET FILTER STATUS window appears 2 To specify only transactions from a particular account press and select the desired account Select ALL wh...

Page 147: ...s The CATEGORY field provides a useful way of associating various transactions in different accounts according to a common purpose customer client or some other type While the Money Tracking application provides a comprehensive list of default categories ready for your use you can also define your own categories as required Careful defining and assigning of categories allows you to make the best u...

Page 148: ...T CATEGORY and press ENTER The CATEGORIES window appears 7 1 11 3 Press NEW and enter the name of the new category you wish to create then press ENTER or CANCEL to discard the new category The CATEGORIES window reappears with the new category name displayed 4 Press CANCEL to close the CATEGORIES window You can also define a new category while editing a new or existing transaction entry Simply type...

Page 149: ...category for all project related transactions so that the Filter function could later be used to select only those transactions This is also a valuable tool when transferring transactions between your Money Management software Quicken MS Money and the OZ 5500 The SPLIT function There may be times when you wish to enter a single transaction that actually comprises several different components For e...

Page 150: ...ses then press ENTER 7 1 15 If the category you want to use has not yet been defined you can create a new category simply by typing in the new category name in the CATEGORY field This applies whenever the CATEGORY field is used 7 Press NEXT Enter the second category AMOUNT field In this example enter 35 00 and press NEXT 7 1 16 The value in UNASSIGNED changes to 25 00 8 In the second CATEGORY fiel...

Page 151: ...d only during Edit mode If you view an existing transaction containing a SPLIT field in View mode and access the Split information no value for UNASSIGNED will appear Automatic transfers One of Money Tracking s most powerful and useful features is the Transfer facility Sometimes you may wish to transfer funds from one of your accounts to another This single transaction actually involves one accoun...

Page 152: ...a corresponding 250 deposit into your credit card account 1 Press MONEY TRACKING repeatedly until you see the CHECKING account Index view If you pass the CHECKING account by mistake press 2nd MONEY TRACKING to move through the accounts in the reverse order 2 Press NEW to start a new Money Tracking transaction for that account The new transaction window appears with CHECKING as the ACCOUNT NAME 3 S...

Page 153: ... CARD account appears If you pass the desired transfer account by mistake press 2nd MONEY TRACKING to move through the accounts in the reverse order The latest transaction will be the transfer transaction showing the same PAYEE and the same amount 250 However while the original transaction was a payment the transfer transaction s amount is a DEPOSIT Also the MEMO field will contain the text TRANSF...

Page 154: ...Once the account has balanced correctly reconciled transactions can be removed from the Organizer while maintaining the correct account balance thus freeing valuable memory and ensuring that only up to date transactions are stored in memory thus preventing the excessive build up of unnecessary information Since transactions cannot be retrieved once they are removed or deleted you may want to store...

Page 155: ...tion and press EDIT to update the details If any transaction appears in the statement but not in the account list display create it by pressing NEW and adding the necessary details When you finish checking each transaction mark it as CLEARED by selecting the transaction and pressing SMBL The status of the transaction changes to C on the display 7 1 23 Press SMBL again to cancel the status of a tra...

Page 156: ...nd press ENTER You can also use the keyboard shortcut 2nd R to initiate FINISH BALANCING The commands FINISH BALANCING and POSTPONE BALANCING cannot be selected from the menu unless ACCOUNT BALANCING has already been carried out The Organizer then calculates the sum of the transactions marked CLEARED and compares this to the difference between the START BAL and END BAL given in step 3 above If the...

Page 157: ... created The PAYEE of the account is given as ADJUSTMENT and the amount necessary to balance the account is shown in the AMOUNT field 3 Press Y to proceed with creating this special transaction to balance the account or N to reselect an option from the list in step 2 above When the adjustment transaction is created all other fields in the transaction are blank except for DATE today s date ACCOUNT ...

Page 158: ... select the account in which you want to remove transactions or select ALL to remove transactions from all accounts Press NEXT 3 In the BEFORE field enter the date before which you want to remove transactions You can either enter the date directly from the keyboard or press and use the arrow keys to select the date from the pop up calendar Press NEXT Transaction on or after the date you specify in...

Page 159: ...ay be hidden the total balance usually given at the top of the list cannot be given and instead shows when the Organizer is locked This reminds the user that there may be hidden transactions whose balances are not available When the Organizer is Locked all balances are given as even if there are no transactions for that account that are actually marked as Secret and therefore hidden The maximum am...

Page 160: ...o delete all the transactions in the account or N to cancel without deleting The message Deleted appears briefly The display is updated to show the appropriate entries have been deleted Deleting Filtered transactions When the Filter is turned on only certain transactions those meeting the current Filter selection criteria are displayed To delete only these filtered transactions 1 Press MENU select...

Page 161: ...sage appears 3 Press Y to proceed with deletion or N to cancel All preset and user defined categories are deleted Note that Categories cannot be deleted if they are currently being used by transaction entries Deleting all Money Tracking accounts This command is used to delete all Money Tracking accounts and any transactions they contain If you issue this command you will lose all your Money Tracki...

Page 162: ...lowing transactions to be marked as Cleared Determines whether account is in balance and if so marks cleared transactions as Reconciled Cancels account balancing until a later time but preserves changes already made Deletes transactions marked as Reconciled after account balancing but while maintaining total balance Selects the specific entries for deletion see p 157 Money Tracking application men...

Page 163: ...aste blocks of text The first step in cutting copying and pasting is to select the block of text you want to work with Text that has been cut or copied is stored on the unit s internal clipboard Only one block of text can be stored in the clipboard at a time and it will remain there until a new block of text is cut or copied There is no limit to the number of times you can paste the same text from...

Page 164: ...lication However only numbers and operators can be pasted in the Calc application Any text that is pasted will be ignored Copying or Moving Entries The CUT COPY PASTE operations provide a quick convenient way for you to copy or move an entire entry to another location Entries do not have to be in the same file or even in the same application since CUT COPY PASTE work across virtually all applicati...

Page 165: ...applications such as Schedule and To Do This is very convenient for keeping track of such things as telephone conversations or when tracking expenses as it saves you the trouble of finding out the time date and entering them manually 1 When working in an application s Edit mode place the cursor at the location where you want to insert the time or date 2 Press 2nd T to insert the time or 2nd D to i...

Page 166: ...d press ENTER A list appears which is used to define your own words or phrases The list will be empty when you use the function for the first time 8 4 1 Display 2 Press NEW A NEW WORD window opens 8 4 2 Display 3 Enter any word name number or phrase up to 32 characters that you want to be able to recall using the Word key 4 Press ENTER 5 Repeat steps 2 to 4 above to define any other words you migh...

Page 167: ...ars asking if you are sure you want to delete the selected word or phrase Press Y or N to cancel the deletion Then press CANCEL to close the window The Filter Function The Organizer s Filter function allows you to selectively access only those entries containing particular information in an application The Filter function does this by hiding all entries that do not match specified criteria from al...

Page 168: ...the arrow keys Any keyword s you wish to specify must appear in the DESCRIPTION field of the Schedule Money Tracking and Memo entries 6 Press ENTER The application returns to Index mode but now only those entries that meet the Filter s selection criteria are displayed Within the PREFERENCES menu SET FILTER STATUS is now displayed with a to indicate that the Filter function is turned on If no match...

Page 169: ...characters such as and These symbols and accented characters can be easily accessed and inserted into an entry Selecting any of these special characters inserts it at the cursor s current location 1 When entering data or editing an entry in any application in Edit mode position the cursor where you want to insert a symbol or special character 2 Press SMBL on the keyboard The Symbol window appears ...

Page 170: ...entry containing symbols certain symbols and characters may not be printed if they are not supported by your printer Consult your printer manual for detailed information on character support You can use the following keyboard shortcuts Accent Keyboard shortcut followed by the desired letter 2nd L 2nd J 2nd K 2nd B ˆ 2nd N ...

Page 171: ...essed through the PERIPHERALS menu This chapter provides descriptions and examples to get you up and running quickly with these powerful features CHAPTER 9 Using the Optional Peripherals Y Sets up data exchange with PCs see p 180 Prints entries in an application see p 170 Transfers data with other OZ 5500 Organizers see p 174 Selects the printer type see p 170 Selects a generic printer type charac...

Page 172: ...Series The Organizer also works with printers that can emulate any of the above printers consult your printer s manual regarding the emulation modes it supports For information about other specific models supported by the Organizer consult your local SHARP dealer The following restriction also applies for the Proprinter Series The Organizer supports the Proprinter X24E only Printers that emulate o...

Page 173: ...ple a collapsed Outline entry would be printed without its hidden subtopics etc Printing the current display Virtually any display on the Organizer can be printed as it appears with the exception of the confirmation prompt Yes No displays and other information messages 1 Open the display that you want to print 2 Press 2nd P Press ON at any time to cancel printing Printing a single entry 1 Select t...

Page 174: ... and press ENTER Press ON at any time to cancel printing Printing all entries All entries in an application or in a selected file in the Ann Tel and User File applications can be printed To print all entries in an application 1 Open the application containing the entries you want to print In the Schedule Tel and User File applications make sure that the Filter function is turned off see p 166 2 Pr...

Page 175: ...ire files None for infrared transfers Exchanging data with other OZ 5500 Organizer OZ 6500 applications CE 315L for cable transfers Organizers OZ 6500 ZR 5000 and ZR 5000 and OZ 9000 series Organizers OZ 9000 series Organizer See p 174 and p 176 Personal computer Single entries entire files Software CE IR2 or Backup archiving printing and emulation See p 180 applications compatible Organizer link ...

Page 176: ... cm apart Transferring between OZ 5500 Organizers Data can be transferred directly between two OZ 5500 Organizers via the infrared port Single entries or all the entries in an application can be transferred in the Schedule To Do Ann Memo Money Tracking and Outline applications and single entries or all the entries in a file can be transferred in the Tel and User File applications The transfer proc...

Page 177: ...g single entries Single entries can be transferred in all applications 1 Turn on both Organizers 2 On the sending Organizer select the entry you want to send 3 Press GET on the receiving Organizer 4 Press SEND on the sending Organizer The selected entry is transferred and appended to data in the appropriate application You can also transfer single entries using UNIT TO UNIT TRANSFER in the PERIPHE...

Page 178: ...n on both Organizers 5 Press MENU four times to display the PERIPHERALS menu 6 Select SET UNIT TO UNIT PATH then press ENTER 7 Select VIA DIRECT CABLE then press ENTER To conserve battery power disconnect the cable as soon as a transfer is completed The GET and SEND keys are used only for infrared transfers not for cable transfers You must use the PERIPHERALS menu to transfer data via cable Using ...

Page 179: ...izer is attempting to make a connection and receive data from the sending unit 4 On the sending unit Press MENU and select PERIPHERALS Select UNIT TO UNIT TRANSFER then select the preferred SEND option Repeat the steps above for all applications you want to import to your Organizer Memo entries from Organizers other than the OZ 5500 will be transferred to the Memo application All other matching ap...

Page 180: ...lows you to see the application and title of each entry that has been received and to decide whether you want to keep or delete each entry Removing entries from the IN BOX Since entries received via data transfer are stored in their corresponding applications and listed in the IN BOX you should remove each item from the IN BOX if you decide you want to keep the transferred entry To use the IN BOX ...

Page 181: ...r in a single operation 1 Select an entry to be transferred in Index mode or display it in View mode 2 Press 2nd F A copy of the entry is sent to the IN BOX the original entry remains unaffected The message Filed appears briefly 3 Repeat the above steps for any other entries in other applications to be sent to the IN BOX 4 Press MENU three times to display the TOOLS menu Select IN BOX VIEWER and p...

Page 182: ...s interface See the CE IR2 manual for details For a cable transfer connect the Organizer Link cable to the Organizer s 15 pin cable jack See the Organizer Link manual for details 3 Press ON 4 Press MENU four times to display the PERIPHERALS menu 5 Select PC LINK and press ENTER The SELECT PC LINK PATH window appears You can also press 2nd MENU to access the PC LINK 6 Select IR for infrared transfe...

Page 183: ...r when using an Organizer Link designed for another Organizer If an Outline entry is more than 32 Kbytes in size only the first 32 Kbytes of data will be received by an OZ 5500 Any subsequent text will not be transferred Only data in applications modes can be transferred If you have used free fields in Telephone or User File on your other unit you must set the number of fields in Telephone or User...

Page 184: ...182 ...

Page 185: ...ious applications as secret and then enable the LOCK ORGANIZER option within the TOOLS menu This is independent of whether the ASK PASSWORD option is set and provides another layer of security CHAPTER 10 Personalizing Your Organizer The Start Up Display The Organizer can display your name telephone number and address every time it is turned on set against one of three built in graphic backgrounds ...

Page 186: ...mpted to enter that password upon start up if START UP is also set to ON The Organizer cannot be used if the password is not entered correctly This is an important security feature for users whose Organizers contain sensitive information OFF You will not be prompted to enter your password upon start up 2 Select the desired setting in each field 3 Press ENTER to store the settings or CANCEL to canc...

Page 187: ... has to be reset Setting the Owner s Information The Owner s Information comprises your name address and telephone number You can choose whether to have this information displayed each time you turn the Organizer on by setting the START UP option to ON using the above procedure 1 Press MENU twice to display the PREFERENCES menu 2 Select SET OWNER INFORMATION and press ENTER The cursor starts in th...

Page 188: ...Letters numbers and symbols can all be used This text box is case sensitive which means that upper and lower case letters are treated differently The password SHARP for example is different from the passwords Sharp or sharp Choose your password carefully If you forget your password there is no way to bypass the Secret function or enter a new password without losing all data marked as Secret It is ...

Page 189: ...nd access secret entries the Organizer must first be unlocked 1 Press MENU twice to open the PREFERENCES menu Select SECRET then press ENTER The SECRET submenu appears 2 Select LOCK ORGANIZER then press ENTER A window appears prompting you to enter your password 3 Enter your password exactly as you registered it remember that the password is case sensitive distinguishing between upper and lower ca...

Page 190: ...password the current one must first be deleted 1 Press MENU twice to open the PREFERENCES menu 2 Select SECRET then press ENTER The SECRET submenu appears 3 Select DELETE PASSWORD and press ENTER 10 2 3 Display 4 Enter your password exactly as you registered it remember that the text box is case sensitive distinguishing between upper and lower case letters 5 Press ENTER A message appears indicatin...

Page 191: ...ault Calendar display to one you find more convenient There are two aspects to changing the display setting the monthly format and setting up the Calendar You can use these options to set up a way of working that you prefer Setting the monthly format You can set the Monthly and Two month views in the Calendar application to show the weeks in either a Sunday to Saturday format this is the default o...

Page 192: ...MM DD YYYY format the date July 4th 1996 will be entered as 7 4 1996 and displayed as JUL 7 1996 However in DD MM YYYY format the same date will be entered as 4 7 1996 and displayed as 4 JUL 1996 1 Press MENU twice to display the PREFERENCES menu 2 Select SET UP DATE FORMAT and press ENTER A submenu appears The current selection is marked with an asterisk 3 If the desired format is not already sel...

Page 193: ...es switch between ANN1 and ANN2 files TEL Opens the Tel application Subsequent presses switch between TEL1 TEL2 and TEL3 files USER FILE Opens the User File application Subsequent presses switch between USER FILE 1 2 and 3 CLOCK Opens the Clock application to display the time and date on the built in clock Appendices A List of Key Notations B Resetting the Organizer C Troubleshooting D Battery Rep...

Page 194: ...ction CALC Opens the Calc application Subsequent presses switch to paperless printer mode to date calculator mode cost sell margin calculation then to cost sell markup calculation then back to standard Calc Mode Key Representation in Text Function ON ON Turns the Organizer on Interrupts printing or data transfer OFF OFF Turns the Organizer off ª CzCE Calculator application function CzCE RzCM RzCM ...

Page 195: ...up 2nd Moves the cursor to the first line of a display in the Memo application Moves the cursor to the first line of a field in other applications Key Representation in Text Function Selects text for deleting cutting or copying Moves the cursor one line down Scrolls the display down 2nd Moves the cursor to the last line of a display in the Memo application Moves the cursor to the last line of a fi...

Page 196: ...ed text picture or a selected entry to the clipboard for pasting to another location V 2nd PASTE Places a text picture in the clipboard at the cursor location Key Representation in Text Function NEXT Steps down through entries screens Continues to search forwards for a keyword 1 0 1 0 Enters numerals 1 0 BS BS The backspace key Deletes the character to the left of the cursor A Z A Z Enter the lett...

Page 197: ...Switches the letter keys between upper and lower case modes Key Representation in Text Function 2nd 2nd Press this key then another key to access any second function indicated in blue above the key Also accesses keyboard shortcuts WORD WORD Accesses a user word list SMBL SMBL Accesses the symbol menus Checks off the To Do entries Enters as a symbol SPACE SPACE The space key INS INS Toggles between...

Page 198: ...inter is connected B Resetting the Organizer A strong impact exposure to an electrical field or other unusual conditions may render the unit inoperative and pressing the keys will have no effect If this occurs you will have to press the RESET switch at the bottom of the unit using a pen or similar object to be able to continue to use the unit A condition that makes the unit inoperative may erase s...

Page 199: ...ly more complicated procedure 1 While pressing and holding ON press and release the RESET switch A message appears 2 Release ON 3 Press N The built in clock and any set daily alarms are reset Do not press Y in step 3 Doing so will delete all data in the unit However if you have forgotten the password required at start up you have no choice but to press Y in order to use the unit but losing all you...

Page 200: ...factory at the time of manufacture may have become depleted during shipment and may not have the full battery life indicated in the specifications C Troubleshooting Refer to the list below for solutions when the unit is not functioning properly before contacting your local SHARP dealer Problem Solution The display remains Adjust the LCD contrast blank after pressing see p 50 ON Install new batteri...

Page 201: ...ould be replaced as soon as possible To confirm this turn the Organizer off and then on again If the display shown below appears replace both of the operating batteries immediately Display E 2 1 Turn off the Organizer 2 Set the battery replacement switch on the bottom of the Organizer to REPLACE BATTERIES a red dot will appear 3 Slide off the operating batteries cover 4 Remove the old batteries by...

Page 202: ...ce them promptly with new batteries If depleted batteries are not replaced the memory backup battery will be drained more quickly than normal This in turn could cause you to lose all your data when the operating batteries are replaced Memory backup battery life Approx 4 months when the operating batteries are depleted Approx 5 years when the depleted operating batteries are promptly replaced Do no...

Page 203: ...mory backup battery cover and secure it with the screw 8 Set the battery replacement switch to NORMAL OPERATION If nothing happens when you press ON Setting the battery replacement switch to REPLACE BATTERIES shuts off power to the unit Check that the battery replacement switch is set to NORMAL OPERATION Repeat the above battery replacement procedure step by step ...

Page 204: ...chedule 32 characters entry Tel 16 characters entry in the name field 12 characters entry in the number field Maximum data Memo 16 Kbytes size per entry Outline 32 Kbytes for an entire outline 2 Kbytes for each topic Tel User File 2 Kbytes for text data Other applications 2 Kbytes User interfaces Keyboard Other features Secret function data transfer search function help function et al Calculator D...

Page 205: ... backup 3 V DC lithium battery CR2032 x 1 Power 0 23 W consumption Battery life Battery life may vary depending on usage Operating batteries Approx 80 hours 2 months of 1 hour continuous use per day Continuous display at an ambient temperature of 23 C 73 F Approx 55 hours 1 5 months of 1 hour continuous use per day Searching data for 5 minutes and display on for 55 minutes per hour at an ambient t...

Page 206: ... H mm 6 5 16 W x 6 15 32 D x 3 8 H inch Closed 160 W x 89 D x 18 4 H mm 6 5 16 W x 3 1 2 D x 23 32 H inch Weight 245 g 0 54 lb including batteries Accessories Alkaline batteries LR03 x 2 lithium battery CR2032 x 1 installed operation manual ...

Page 207: ...ing 55 Keys 42 Assigning Due date 81 Priority 81 Auto power off 50 B Battery Installing 43 Life 203 Memory backup 200 Operating 199 Replacement 198 Blocks Copying moving 161 Working with blocks of text 61 Bold Font 190 C Calc ulator application 117 Date calculations 120 Using with other applications 121 Calculations Changing part of 119 Examples 124 Inserting figures into 119 Performing 117 Date c...

Page 208: ...ily view 71 Date calculation 120 Date format 59 Setting 190 Date stamp 163 Daylight Saving Time DST 130 Assigning to a city 130 Calendar view Daily 71 Monthly 70 Monthly Goals 70 Selecting 69 Two month 70 Weekly 71 Caring for the Organizer 40 Categories Money Tracking application Accessing by category Filter 143 147 Adding 146 Assigning to transactions 139 Category list 139 Deleting 159 Editing 14...

Page 209: ...modes 56 Edit mode 57 Index mode 56 View mode 57 E Edit mode 57 Editing techniques 59 Editing see also Revising Categories 87 146 Entries 75 84 92 97 105 110 141 Emulation Printer 170 Entering Monthly goals 82 Subtopics 114 Error indicator 122 Expanding families 115 F Families Collapsing 114 Expanding 115 Restructuring 115 Fields 59 Filter function 165 Deleting filtered entries 166 Turning off 166...

Page 210: ...6 Locking the Organizer 186 M Manual Conventions used 39 Organization 37 Marking entries as secret 187 Memo application 103 Memory check 67 Menu 52 Application 73 80 89 93 98 107 116 125 132 160 Peripherals 169 Tools 68 Money Tracking application 133 Accounts Adding new 135 Balances 136 Balancing and Reconciliation 152 Deleting 158 Editing 137 Index mode 137 List 137 Categories See under Categorie...

Page 211: ...nctions 42 Password Deleting changing 188 Forgotten 188 Registering 186 Paste 62 162 PC Link 180 Peripherals menu 169 Pop up list menu 52 Power Auto power off 50 Turning on and off 50 Printing 170 All entries 172 Current display 171 Groups of entries 171 172 Single entries 171 R Replacing Memory backup battery 200 Operating batteries 199 Revising see also Editing Outlines 110 S Schedule alarms 79 ...

Page 212: ... 170 Organizer 12 Splitting one topic into two 112 Start up display 48 183 Responses to 184 Setting 183 Subtopics 113 Entering 114 Symbols On the display 53 Entering 167 T Templates Tel 47 95 User File 47 96 Tel application 95 Time stamp 163 To Do application 80 Tools menu 68 Topics Adding 110 Joining two into one 111 Moving 111 Splitting one into two 112 Subtopics 113 Transactions see under Money...

Page 213: ...Unlocking the Organizer 187 User File application 95 User File templates 47 96 User s city 129 User s preferences 47 W Weekly format 189 Weekly view 71 Wireless interface 174 Word key Inserting words phrases in an entry 164 Deleting words phrases 165 Registering words phrases 164 Word wrap 107 World city 128 ...

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