Total Legal Accounting 3




USAGE: To export a file detailing all or a subset of the information on the Tax File Numbers (TFN) master-file. This export file can then be used as input to other programs, such as Spreadsheets, Databases and Word-processors. This gives you the flexibility to format reports, etc. in ways not otherwise available in T.L.A. This export is not suitable for Annual Investment Income Reports. For this, use the export in Securities and Mortgages.


The file will always be created in TFN code order.


DISCUSSION: Initially the screen is cleared and you will be asked, INCLUDE ALL TFN’S? If you enter, Y all TFN’s on file will be sent to the export file and no further limit questions will be asked. (Go to the EXPORT FILE question.) If you press <ESC> you will be returned to the TAX FILE NUMBERS MENU. If you enter N, the following series of questions will appear:


FROM TFN   This is the lower limit of the TFN. Here you enter the first TFN you wish printed. The default answer is blank. This will start printing from the start of the TFN file.


TO TFN     This is the upper limit of the TFN. Here you enter the code of the last TFN you wish printed. The default answer is zzzzzzzzzz. This will end printing at the end of the TFN file. This entry must not be less than the starting TFN code. If you choose the default for both questions all TFN’s will be included.


At each point, when answering the above questions, you can press <ESC> and the program will reset and return you to the TAX FILE NUMBERS MENU.


Next you will be presented with a page full of questions. These relate to the exact fields and nature of the proposed export file:



FILE NAME  This field contains the name of the file you wish to create. The default name is #FTLAT0.CSV (where # is replaced by the data directory name, eg. C:\TLA3DATA\COMP1\). However, this can be changed to any valid DOS (or UNIX) path name. Be very careful if you enter a name suffixed by DAT, KEY, BAT, EXE or COM as it is possible to overwrite normal files used by T.L.A. In a DOS environment, it is also possible to choose a name such as PRN or COM1 so that the export will be sent directly to a printer or a communications port. T.L.A. will automatically truncate the name from the first space encountered, so do not leave embedded spaces or leading spaces in the name. T.L.A. will warn you if the file you are about to create already exists.


FIELD NAMES Each field available in the master-file may be individually chosen for export. Highlighted fields will be exported. Low-lighted fields will be skipped. To toggle a field from highlight to low-light, move the highlight bar over that filed and press <Enter> or the <Space> bar. You must choose to export at least one field.


There are also function keys available for manipulating FIELD NAMES:


<F4>                  This will return you to the FILE NAME entry.


<F5>                  This will highlight (export) all fields.


<F6>                  This will low-light (skip) all fields.


<F8>                  This will restore the field choices to the state that they were before you entered the program.


<F9>                  This will open a screen that allows you to choose the format of the fields exported. For further details, see APPENDIX B.


<F10>                When you have finished choosing the fields you wish exported, press <F10> to start the export process.


When you have entered all the above information, press <F10> and you will be asked START FILE CREATION? If you answer N, the program will reset and return you to the TAX FILE NUMBERS MENU. If you enter Y, the screen will clear and the Matter master-file will be read in. During this time the computer will be selecting account records according to the selection criteria you have just entered will start writing the selected fields to the export file.


Like other reports, it is possible to stop the export of the ASCII file by pressing <ESC>. However, the ASCII file will have been created up to the point where you stopped it.


When the report has completed, T.L.A. will return you to the TAX FILE NUMBERS MENU.

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