Intermedia Telephone Transaction Interface Program
Version 1.0

Overview

The INTRMDIA interface program written by Software Technology, Inc. is a DOS program. It is used to convert telephone expense transactions from a Intermedia data file to be compatible with the TABS III Merge Data Capture Transactions program (TABS III Version 3.4 or later).

The INTRMDIA program must reside in the same directory as the TABS III programs in order to work properly.

The interface program assumes that the client/matter number in the Intermedia data is a single number with no separator. For example, if the client/matter number in TABS III is 200.03, the number must be entered as 20003 in the Intermedia system.

Note: The Create Validation Files program must be run before you can successfully use this data capture device interface program. The Create Validation Files program is found in TABS III by selecting the following menu options Maintenance|Integration|Create Validation Files. When creating validation files, select a Validation File Type of Data Capture Device.

Installation

The Intermedia telephone transaction interface program (INTRMDIA.EXE) must be transferred to the directory on your hard disk where the TABS III program files reside. This is done by using the INSTALL program on the Intermedia interface program disk.

To install the Intermedia interface program on your hard disk:

  1. Insert the Intermedia interface program disk into your floppy disk drive.
  2. From a DOS prompt, make the floppy disk drive the default drive by entering the drive letter followed by a "colon". For example, if your floppy disk drive is drive A, then enter:

    3.         A:

  3. From the floppy disk drive prompt, enter the command:

    4.         INSTALL

    Note: The INSTALL program has a built-in search feature that will find where your TABS III program files reside. On larger network hard drives, this search feature can take quite a bit of time. If you know where the TABS III program files reside, you can bypass this search feature by entering the path following the install command. For example, if the TABS III program files reside on drive F: in a directory named "STI", you would enter: INSTALL F:\STI

  4. Follow the on-screen instructions to install the software onto your hard disk. The Install program will locate your TABS III software on your hard disk so that the interface program can be transferred to the same directory as TABS III. After the installation process, the message "Installation Complete" will be displayed.

Executing the INTRMDIA Interface Program

Use the following procedure for conversion:
  1. Copy the data file containing the logged Intermedia telephone transaction data from its source location to the TABS III program directory.
  2. From a DOS prompt, start the interface program by entering:

    3.         INTRMDIA

    Note: You can specify the input file name when running the INTRMDIA program. For example, if the input file name is OCTDATA.ASC, you could enter "INTRMDIA OCTDATA.ASC" (without the quotes). If you don’t specify the input file name, the INTRMDIA program will prompt you for the file name later.

  3. The first time you run the INTRMDIA program, you will be asked to enter the TABS III transaction code number that you use for telephone expenses. Once the transaction code has been entered, the INTRMDIA program will use the same transaction code each time INTRMDIA is executed.
  4. Next, if you did not specify the input file when invoking the INTRMDIA program, you will be prompted to enter the input file name containing the Intermedia telephone data.
  5. You will now be prompted to enter a billing month for these telephone transactions. If any text is entered, the description for each transaction will be "Long Distance Charge –" and the text entered. (i.e. Long Distance Charge - September). If text is not entered, the TABS III transaction code description will be used.
  6. Next, you will be asked "Is it OK to continue? (Y/N)". If you enter "N" the program will be aborted. If you enter "Y" the program will look for the data file containing the Intermedia telephone data. If the file is found to contain data, the program will display the message "Converting Transactions" followed by a count of each transaction read from the file. The files T3EXPKEY.REM, T3EDESC1.REM and T3EXP.REM will be created which can be merged with the main TABS III data files. You must then start TABS III and run the Merge Data Capture Transactions program.

Note: If you are not using a demo version of the program, the data file containing the logged telephone calls will automatically be deleted from the TABS III directory when the conversion is complete to avoid double posting the data.

Note: Once the conversion is complete, the data file should be deleted from its original source location to prevent reconverting the same data in the future. If any new telephone transactions have been logged in this file since the conversion has been run, they will be lost upon deletion.

Note: You may change the telephone transaction code by deleting the file INTRMDIA.PRM which is created in your TABS III directory during Step 3 above. This will enable you to go through the setup procedure described above in Step 3 as a first time user of the program.

2001/01/11