Copyright: Copyright 1995 by Lloyd's Travel


How to use Expense Reporter
Getting started with Expense Reporter

Expense Reporter (1.0) requires MS Windows 3.1 or higher and a hard drive with one meg free.  By default, the installation program installs the software in the Lloyds Travel Utilities Program Group.  Upon selecting the icon from the appropriate group, you will be presented with the opening screen.  You can perform different functions by making selections from the Menu Bar or the Tool Bar.  The icons on the Tool Bar from left to right let you:  Access the Phone Book, Print Address Labels from the Phone Book, Input Expense Information from a Trip, View the Calendar, View the Calculator, Access Help, and Exit the Application.  By placing your mouse arrow over the icon a description of that icons function will show on the status bar.  The first time you run Expense Reporter you will want to input your Company Information which can be selected from the Setup Menu before entering your first expense report.  For help on other items, click on Search above.


Other Products

A number of useful products are available from Lloyds Travel.  Some of these are listed below.  All products are guaranteed.  To order, send the amount indicated in US dollars (for software add $5.50 shipping and handling per title) along with your name, address, e-mail address (optional) and phone number (optional) to:

Lloyds Travel

PO Box 13842

Research Triangle Park, NC  27709-3842

Lloyds Aircraft displays valuable and fun-to-know information about most commercial airplanes.  Speed, range, number of passengers, and aircraft size are all included.  Full color pictures are also available for most of these popular aircraft.  Requires Windows 3.1 or higher and a hard drive.  Software is shipped on 3.5 diskettes and is priced at $12.

Lloyds Airport for Windows gives travelers instant information on hundreds of airports.  Information includes hub airlines, location of airline clubs, transportation hints and more.  Airports can be looked up by name or by their standard abbreviation.  Airport also displays distances between any two airports which is helpful for estimating travel time and number of frequent flyer miles you will earn.  Requires Windows 3.1 or higher and a hard drive.  Software is shipped on 3.5 diskettes and is priced at $18.

Lloyds Convert It! quickly and easily lets the user calculate the conversion amounts between different measurements.  Convert standard measurements to metric for business or tablespoons to cups for cooking.  This useful software allows conversions between areas, lengths, volumes, power, time, speed, mass and more.  Common measurement abbreviations are also available.  Convert It! converts almost every measurement possible.  Requires Windows 3.1 or higher, and a hard drive.  Convert It! is available for only $12.

Lloyds Currency Converter for Windows is a utility that quickly displays and calculates conversion amounts for most of the worlds currencies.  Convert U.S. Dollars to Lira, Pesos to Dollars or almost any other currency imaginable.  Perfect for doing expense reports.  Software is shipped on 3.5 diskettes.  Requires Windows 3.1 or higher, and a hard drive.  Currency Converter is available for $12.

Lloyds Expense Reporter for Windows is the most powerful, easiest, quickest, and most economical software package for doing expenses on your PC.  Much easier to setup and use than competing products.  With Expense Reporters quick entry system, a few keystrokes is all it takes to input your travel expenses which can then be printed in standard expense report format.  Expense Reporter can be customized for your company.  It lets you work on multiple expense reports at the same time and can also be used to store old expense reports and track when they are paid.  On-line tax tips, a calculator, calendar, and an on-line phone book are all included to make submitting your expenses even easier.  Software is shipped on 3.5 diskettes.  Requires Windows 3.1 or higher, and a hard drive.  Expense Reporter is available for $29.

Lloyds Travel Clock for Windows software turns your computer into a travel alarm clock and a world time zone calculator.  Requires Windows 3.1 or higher and a hard drive.  Software is shipped on 3.5 diskettes and is priced at $10.

Lloyds Travel Letter is a newsletter for very frequent travelers.  Lloyds Travel Letter offers exciting articles, research, and up-to-date information on topics of interest to the traveler.  A great source of travel related hints, tips, and tricks.  Lloyd's Travel Letter gives the reader industry news, trends, vendor reviews, travel suggestions, and tracks frequent traveler programs.  Published in a concise manner, you can have LTL sent to you by first class mail or the day after printing by e-mail.  The advice given will easily pay for the subscription price.  A two year subscription to Lloyd's Travel Letter, is only $19.

Lloyds Travel Tracker has three functions that help you get the most from your frequent travel, Travel Log, Membership Inquiry, and Travel Vendor Partnerships.  Travel Log lets you keep track of your travel to make sure you get credit for every frequent traveler point/mile that you are due.  Membership Inquiry gives the user a quick snapshot of program information.  Travel Vendor Partnerships tracks which vendors have partner relationships with each other.  Requires Windows 3.1 or higher and a hard drive.  Software is shipped on 3.5 diskettes and is priced at $19.50.

TRAVEL-MATE, Software for the Frequent Traveler for DOS costs just $35.  TRAVEL-MATE features an on-line Guidebook showing the best restaurants, hotels, airport information, etc. for hundreds of cities.  Frequent Flyer point tracker and maximizer, Travel Log, Travel Vendor Partnerships and other utilities for the frequent traveler.

Lloyds Weather for Windows is software that quickly and easily gives you the average historic high and low temperatures for hundreds of major cities around the world.  Expected rainfall is also available.  You can view information in either standard or metric formats and even graph the temperatures to get a visual overview.  Use Weather to plan and pack appropriately for your trips.  Requires Windows 3.1 or higher, 3.5 floppy drive, and a hard drive.  Weather is available for only $25.

Special Software Bundle:

Get the Lloyds Travel Conversion Utility Bundle which includes the registered versions of Convert It, Currency Converter, and Travel Clock for only $29.  Well even throw in the shipping and handling for free.  This is a savings of over 40%.  Convert time, money and measurements, you get three great pieces of software for one low price.

Get the Lloyds Travel Air Travel Bundle which includes the registered versions of both Aircraft and Airport for Windows for just $29.  Well even throw in the shipping and handling for free.  Know where you are going and how your are getting there with this value bundle.

Coming soon:  Lloyds Travel Guide.


Company

You can customize your expense reports by selecting Company Information from the Setup Menu.  Fill in the Company, Department, and Employee names that you want to be printed on your expense reports.


Trip Information

Entering Trip Information

When you begin to enter an expense report, your first step will be to Add the appropriate Trip Information.  For each expense report you can input starting and ending travel dates, trip purpose, cash advance, expense report status, and misc. notes about the trip.  Once you have put in the desired Trip Information select Save and you are ready to enter the actual expenses.


Trip Expenses

Adding Trip Expenses

After selecting the appropriate trip, you can Add individual expenses.  You may input expenses for a trip in any order, Expense Reporter will total and report them in the correct order.  When entering expenses, you will be asked the date, vendor, expense category, amount, how paid, and for a description.  You can use this description field to input client names or other information that you want to print out on your expense.


Phone Book

The Phone Book allows you to quickly retrieve and store names, address, and phone numbers.  For each person you can attach as many phone numbers as you would like to each name and address.  Once information is entered into the Phone Book, not only can it be quickly viewed, but can also be printed on the Phone Book Report or on Address Labels.


Expense Report

Print the Expense Report when you need a paper copy of your expenses.  Simply choose the desired report that you wish to print.  Expense Reporter uses the MS Windows Print Manager.  Use Print Setup to change printers or printer options.


Category

Use the Expense Category section under the Setup Menu to modify your expense categories to fit the needs of your company.  These Expense Categories are used to describe the types of business expenses you incur.  You can Add, Change, or Delete the existing categories as you wish.


Tax Tips

I.	The IRS Standard Mileage Rate for 1995 is $.30.  In addition you are allowed to claim parking fees and tolls.  For 1994 it was $.29 and for 1993 it was $.28.

II.	The IRS Standard Meal Allowance is $26-$38 depending on the city where you are traveling.

III.	It is generally accepted that the following tax deductible travel expenses dont require a receipt when under $25:

Parking, tolls, or transportation (taxi, bus, limousine, or subway) fares.

Phone calls for business and t home.

Photocopying and fax charges.

Laundry services.

Tips

Snacks between flights.

IV.	Meals are only 50% deductible by your company.  Consider staying in a hotel that offers a free breakfast so that this meal expense is paid by your lodging bill which is fully deductible.

V.	When buying meals for customers, the names of these clients should appear on the expense report.


Shareware

This software is distributed as shareware, feel free to distribute it in its original format to BBSs, online services, shareware diskettes or other places that promote the shareware concept.  Please register Lloyds Expense Report if you decide to continue using this software.  To register, send  a check for $29 to:

Lloyd's Travel

        	PO Box 13842

        	Research Triangle Park NC  27709-3842

You will then receive, Expense Reporter version 2.0 which contains a number

of enhancements.  Expense Reporter 2.0 will be released in Spring, 1996.

Features will include:

-addition of a mileage calculator

-bug fixed that prevents more than one expense of the same type on the

same day.

-addition of a foreign currency calculator

-ability to delete an expense report.

-and much, much more

Expense Reporter 2.0 also comes with full Users Documentation.