Infortext PC-XPRT Conversion Program
Version 2.3

OVERVIEW

The XPRT2 program is used to convert photocopy, fax, printer and other miscellaneous expense transactions from the Infortext PC-XPRT system to be compatible with the TABS III Import Data Utility program. This program assumes the PC-XPRT System is configured for Function keys 1 through 3 to be: User number, Client number and Matter number respectively.

The amount for the expense transactions is taken from the Total Charges field of the DBCHARGE.OUT file provided by the Infortext PC-XPRT system.

This program can also create a client validation data file named UPDATE.REC that can be used by the PC-XPRT System. This file will contain a record for each active client/matter that exists in the TABS III Client file.

Note: The XPRT2 program must reside in the same directory as the TABS III programs in order to work properly.

INSTALLATION

The XPRT2 interface program (XPRT2.EXE) must be transferred to the directory on your hard disk where the TABS III programs and data files reside (otherwise you will get a "FILE NOT FOUND" error message). This is done by using the INSTALL program.

To install the XPRT2 Interface program on your hard disk:

1) Insert the XPRT2 Interface program disk into floppy disk drive "A:" and enter the following commands:

        A:
        INSTALL

2) 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 XPRT2 INTERFACE PROGRAM

Use the following procedure for conversion:

1) Transfer the data from your Infortext PC-XPRT system to your computer's hard disk in the directory where your TABS III software resides. The data file must be named DBCHARGE.OUT in the TABS III program directory.

2) Invoke the conversion program by entering:     XPRT2

The program will not work with a version of TABS III prior to 3.4. You will need to contact Software Technology.

3) The first time you run the XPRT2 program, you will be asked to enter the TABS III transaction code number that you use for photocopy expenses. If you have Printer and Fax Collection Devices connected to your PC-XPRT system, you may enter the TABS III transaction codes for these types of expenses also.

4) You will also be asked if you are using PC-XPRT's PARTNER system. If you answer "Y" and select to create a client validation file (see step 6 below), the validation file format will be configured for the PARTNER system. If you are not using PC-XPRT's PARTNER, answer "N" and the validation file will be configured to the regular PC-XPRT file format.

5) If you entered "Y" in step 4 above, you will be asked if you are entering descriptions in the PC-XPRT PARTNER system. If you answer "Y", any descriptions entered in the PC-XPRT PARTNER system will be converted into TABS III. If you answer "N", transaction descriptions will not be converted and the descriptions present in TABS III will appear on each transaction.

6) If you entered "Y" in step 4 above, you will be asked if you want to use transaction descriptions generated by the program.

If you answer "Y" and you answered "N" in step 5 above, the following descriptions will be created:

If you answer "Y" and you answered "Y" in step 5 above, the following descriptions will be created:

7) Next, you will be prompted to enter a command: CD, CV or Q. If you enter "Q" (Quit), the program will be aborted.

If you enter "CD" (for Convert Data), the program will look for the DBCHARGE.OUT file containing the PC-XPRT data. If the DBCHARGE.OUT file is found to contain data, the program will display the message "Converting Transactions" followed by a "." for each transaction read from the file.  The files T3EXPKEY.REM, T3EXPDESC1.REM and T3EXP.REM will be created which can be merged with the main TABS III data files. You must then start up TABS III and run the Import Data from Data Capture Devices program.

If you enter "CV" (for Create Validation File) the routine will create a client validation data file named UPDATE.REC. This file will contain a record for each active client/matter that exists in the TABS III Client file.


IMPORTANT:  Be sure to clear the transactions from your Infortext device's memory to avoid duplication of data merged with your TABS III files.

IMPORTANT:  If you are not using a demo version of the program, the DBCHARGE.OUT file will automatically be deleted when the conversion is complete to avoid double-posting of the data.

NOTE: You may change the transaction codes for photocopies, printer transactions and faxes in the future by deleting the file XPRT2.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.