Sharp OZ-5500 - Manual

3 Editing an Existing Entry ............................. 59Editing Techniques ...................................... 59 Fields ............................................................. 59 The cursor ...................................................... 60 Typing in text ..........................

6 Postponing the ACCOUNT BALANCING procedure ..................................................... 153 Balancing the account and reconciling the transactions ................................................. 154 Handling unbalanced accounts ................... 155 Removing transactions after account...

8 Quick Start Important things to do HELP 1. Complete and return the Blue registrationcard. This allows Sharp to notify you of newproducts and accessories for your Organizeras they become available. 2. Please read through this Quick Start section.Even if you hate reading manuals, thissection will ge...

9 1. Set the battery replacement switch on the bottom of theOrganizer to “REPLACE BATTERIES” (so the red dotappears). (Fig. 1) 2. Remove the operation battery cover and remove oldbatteries. (Fig. 1) 3. Insert the two batteries on top of the ribbon tab,as shown in the diagram (Fig. 2) 4. Replace the ...

10 After you install the batteries for the first time, you must initialize the Organizer before using it. 1. Press the LOCK button and open the Organizer. 2. While holding down the ON key on the keyboard, push the RESET button on the back of theOrganizer with a pen or a similar object. 3. When the c...

12 After initializing the Organizer and adjusting the LCD contrast, or after restarting with the SET UP option selected forSTART-UP mode, the following steps occur. 1. The welcome screen appears, introducing you to theOrganizer’s features. Press ENTER to continue. #Q-4-1 2. After the User Setup intr...

14 #Q-6-2 1. TEMPLATES Built-in templates have been created for the Tel and User File applications. There are three telephone filesand three user files that can be customized to meet your specific needs. To customize your Tel files highlight TEL TEMPLATE and press ENTER . Use the cursor to highlight...

16 1. Press . 2. Press NEW . 3. Type in the name, telephone number and address of theperson or company you want to store. #Q-8-1 Use to move between fields. Use 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 entr...

17 1. Press , then press NEW . 2. Today’s date has been given automatically. If you want touse a different date, move up to the DATE field and press ˜ . Press 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 fiel...

18 Appointment times can frequently change. Instead of re-typing a new appointment and deleting the old one, you canchange an existing appointment easily. 1. Find the Schedule entry you want to move. 2. Press EDIT . #Q-10-1 3. If the appointment time has changed, enter the newstart and/or end times....

19 1. Press then press NEW . 2. Enter a description of the task to be done, then press . 3. Enter the DUE DATE, which is the date by which the task mustbe completed. #Q-11-1 4. If desired, enter any other information. 5. Press ENTER to store the entry. 6. Press . The To Do index appears, showing you...

20 The Calendar provides three different views: Monthly, Weekly and Daily. Each of these views allows you to seeinformation stored using the Schedule, To Do and Ann applications. 1. Press Calendar. If the Monthly view does not open, select it by pressing , selecting VIEWS and then MONTHLY. #Q-12-1 2...

22 1. Find an entry that you wish to change (a change of address inthe Tel application is shown here as an example). 2. Press EDIT to go to Edit mode. 3. Move to the field you want to change. 4. Make any desired changes. NOTE: You can clear any field by pressing NEW . You can highlight any text usin...

23 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

24 Deleting multiple entries 1. Switch to the application in which you want to 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 confirmatio...

25 1. Press 2nd . 2. Type in any text stored in the entries you want to find. 3. Press ˜ and select the application to want to 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 additiona...

26 The Index modes for Schedule, Tel, User File, Ann, Memo, Outline, and Money Tracking are very similar. 1. Select an application and press to go to Index mode if 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 t...

27 You may want to copy text from one place to another in the Organizer. 1. Display in Edit mode the entry containing the text you wantto copy. 2. Move to the start of the text you want to copy. 3. While holding down , use the cursor keys to select the text you want to copy. Selected text is display...

28 In addition to working like a standard calculator, the Organizer’s Calculator can work with figures created in anotherapplication. 1. In Edit mode, find an entry containing some figures youwant to calculate. 2. Use and the cursor keys to select the figures. #Q-19-1 3. Press 2nd to copy the figure...

29 Creating a new Money Tracking account Accounts must be set up before new transactions can be entered. 1. Press . 2. Press , select SET UP ACCOUNT and press ENTER . 3. When the ACCOUNT LIST appears, press NEW . 4. Enter the name you want to give the new account, thenpress . 5. In the TYPE field, p...

30 You can keep track of your account activities by entering transactions. 1. Press . 2. Press , select SET UP ACCOUNT and press ENTER . 3. From the ACCOUNT LIST, select the account for which youwant to enter the new transaction, then press ENTER . 4. Press NEW to start entering a new transaction. 5...

32 Answers to Commonly Asked Questions Q: My batteries only lasted for two months. Is theresomething wrong? Will I lose data in memorywhen I change the batteries? A: There is probably nothing wrong with your Organizer.Battery life will vary from user to user. A number offactors will affect battery l...

36 The OZ-5500 is a full-featured, pocket-size informationmanager with a large, easy-to-read screen. It provides built-in wireless communications facilities for exchanging datawith other compatible Organizers and personal computers. To help you better manage your time and activities, you canrecord a...

1 37 This manual is designed to help you to fully understand thefeatures and use of your Organizer. The first two chaptersprovide a general introduction and instructions about set-upand initialization, including an overview of the keyboard, thedisplay, and the operations.Other chapters are organized...

1 39 The following keyboard and symbol conventions are usedthroughout this manual: ON , ENTER and other similar notations indicate keys on the keyboard that should be pressed to perform operations. Letters and numbers to be entered in examples are shownin italics. For example: lunch indicates that l...

40 The Organizer contains sophisticated circuitry and a glassdisplay panel which can be damaged if not handled withcare. A few precautions should be taken regarding theOrganizer’s care to ensure it gives you many years ofreliable and trouble-free use. • Keep the Organizer away fromextreme heat. Do n...

1 41 This chapter explains everything you need toknow to set up and begin working with yourOrganizer, from installing the batteries toinitialization. The chapter also includes a labeledillustration of the parts of the Organizer, andbasic explanation of its key features, from thekeyboard to the displ...

42 • • Part Names and Functions Display Shows information, and is used for navigatingthe various functions. Numeric keypad Used for operating the calculator and enteringnumbers in other applications. 15-pin cable jack Connects a data transfer cable for computerlinks and other interfaces, etc. Applic...

1 43 Getting the Organizer Up and Running Installing the batteries 1. Set the battery replacement switch on the back of theOrganizer to REPLACE BATTERIES (the red dotbecomes visible). 2. Slide off the operating batteries cover. 3. Insert the two batteries on top of the ribbon tab,making sure they ar...

44 ☞ The Organizer will not function unless the batteryreplacement switch is in the NORMAL OPERATIONposition. Initializing The Organizer must be initialized when it is used for thefirst time. 1. Press and hold the ON key. 2. While holding down the ON key, push the RESET button on the bottom of the O...

1 45 Setting up the Organizer after Initialization The Organizer takes you through the various steps neededto set up the Organizer before use. These steps aredescribed below. We strongly recommend that youcomplete the entire SET UP procedure before starting toactually use your Organizer. * Welcome m...

46 3. Enter your telephone number, then press NEXT . The cursor moves to the ADDRESS field. 4. Enter your full address. Press ➞ to move the start of the next line in ADDRESS. 5. Press ENTER when done. A message appears confirming the Owner Information hasnow been set. Press ENTER to proceed with set...

48 1. With File 1 selected, press ˜ . The pop-up template list appears. If you wish to select a different template, select the desiredtemplate from the list and press ENTER . 2. Press NEXT . 3. Repeat the above steps for File 2 and File 3 ifnecessary. 4. Press ENTER when done. Setting the Start-up D...

1 49 Setting the Password and Locking the Organizer The Organizer provides two levels of security. The first isthe password required when the Organizer is turned onwhenever the ASK PASSWORD option is set. The second is the Lock Organizer function, which hides anydata entries that have been previousl...

50 2. Select any application you wish to use by pressing thecorresponding key. Turning the Organizer on and off Press ON to turn the power on and OFF to turn the power off. The Organizer will not operate if the batteryreplacement switch is in the REPLACE BATTERIESposition. Auto power off To conserve...

1 51 2. Select SET START-UP DISPLAY, then press ENTER . The SET START-UP DISPLAY window opens. 3. In the START-UP field, select OFF, then press ENTER . If you make a mistake, press CANCEL and start again. 4. Press ENTER . The initial display is now disabled. ➛ For more information about configuring ...

52 Menu operations Another powerful aspect of using the Organizer is its menusystem, which can be used to quickly issue commands andperform operations. Two universal menus, PREFERENCESand TOOLS, are available from all applications. In addition,all applications have a menu for functions and commandst...

1 53 Functions in blue above a key, such as HELP, can beaccessed by pressing the particular key after pressing 2nd . There is no need to hold down 2nd while you press the desired key. ➛ Special symbols and characters, such as “&”, “?” and“ / ” , can also be entered by using SMBL . For a full exp...

55 2 CHAPTER 2 General Operation his chapter introduces most of theOrganizer’s basic operations. The Telapplication will be used for the examples. However, most of the techniques described herecan be applied to all of the Organizer’sapplications. Each application is described indetail later on in th...

56 Selecting the Display Modes Once an application is open, you can switch between threebasic display modes: Index, View and Edit. Each displaymode has its own unique appearance and particularpurpose. Index mode is normally the default view when anapplication is opened, and provides a summary of the...

57 2 View mode View mode allows you to see the full details of an entry,without being able to edit or change it. #2-2-2 Other operations: NEW Creates a new entry for the current application (inEdit mode). EDIT Edits the currently displayed entry. DEL Deletes the currently selected entry. PREV Displa...

58 Creating a New Entry In Index or View mode, pressing NEW opens a blank form for creating a new entry. Make the following new Tel entry: Name John Smith Tel. 201-529-8200 Fax. 201-529-9695 Address 123 Main Street, Mahwah, NJ 07430 1. Press TEL to open the application. The application opens in Inde...

59 2 Editing an Existing Entry To edit an entry already stored in memory, you must firstaccess the entry in Edit mode (in which it was originallycreated). 1. Press TEL to open the application. 2. Select the desired entry in Index mode. 3. Press EDIT to open the entry in Edit mode. 4. Make any necess...

62 2. You can now perform a number of operations on theselected text: BS or DEL Deletes the selected text. 2nd COPY Copies the selected text to theclipboard so that it can later bepasted to another location. 2nd CUT Deletes the selected text from itscurrent location and moves it to theclipboard. 2nd...

63 2 Finding Specific Entries in Your Organizer There are a number of ways that you can locate entries andinformation in your Organizer. One is to scroll betweenentries using the NEXT and PREV keys. Others are as follows. Using Index mode Index mode gives you a listing of all the entries in aparticu...

64 3. Press ˜ , select TELEPHONE and press ENTER to close the pop-up list and then again to begin thesearch operation. If you are not sure about whichapplication to search, select ALL to search allapplications. #2-5-3 Display The Organizer will now display the first entry that containsthe text or “k...

65 2 4. In the Daily view, highlight an entry and press ENTER to display the details of the entry. ➛ For more information about using the Calendarapplication, see p.69. You can open the Calendar menu by pressing MENU to select the desired Calendar view. Deleting Entries Entries in the Organizer can ...

66 The submenu appears. #2-6-1 Display 5. Select SELECTED ENTRY, then press ENTER . A warning message appears asking if you are sure youwant to delete the entry. 6. Press Y (or N to cancel the deletion). Checking the Time and Date 1. To check the current date and time, press CLOCK . #2-7-1 Display 2...

67 2 Checking the Memory The Organizer has a certain memory capacity in whichoperations are carried out and data that has been entered,such as phone numbers and memos, are stored. When theamount of data already stored approaches the Organizer’smaximum memory capacity, you may not be able to storean ...

68 The TOOLS Menu - the Organizer’s Basic Utilities Many of the Organizer’s basic utilities are accessed throughthe TOOLS menu. The menu is also used to set up andconfigure certain features, such as the display contrast andthe WORD key. An illustration and summary of the TOOLS menu (including page r...

69 3 he Organizer’s Calendar, Schedule,To Do, and Ann (Anniversary)applications let you structure and manage your time easily, whether schedulingappointments or giving reminders aboutimportant people and events. The explanationsand examples in this chapter will give you theinformation you need to ma...

73 3 To create a new Calendar entry: 1. From any Calendar view, press NEW , or select CREATE ACTIVITIES from the application menu. The CALENDAR ACTIVITIES window appears. #3-1-7 Display 2. Type in a description of the event to be entered, thenpress ENTER . ☞ If you made another entry this way previo...

74 The Schedule Application The Schedule application allows you to enterappointments, times and dates for meetings, parties andevents, and also to set an alarm to sound prior to or at thetime of a scheduled entry. This makes it easy to organizeyour entire day and manage your appointments.Schedule en...

75 3 Finding Schedule entries There are three convenient ways to find particular scheduleentries, depending on the situation you are in. These are:Index mode, Calendar view and searching using keywords. Using Index mode 1. Go to Index mode by pressing CANCEL (if it is not already displayed). The ent...

76 4. Make the desired changes. 5. Press ENTER . The new edited entry is now stored. You can also use cut and paste to moveappointments. Deleting entries You can delete single entries or groups of entries. ➛ For a full explanation of deleting Filtered entries, seep.166. Deleting single entries 1. In...

77 3 1. In Index or View mode of the Schedule application,press MENU , and select GO TO A SPECIFIC DATE, then press ENTER . A date entry window appears. #3-2-4 Display 2. Enter the date you want to go to. 3. Press ENTER . The first entry on that day is selected in Index mode, ordisplayed in View mod...

79 3 Your five-day vacation is now stored. You can confirm that your vacation has been entered bychecking the Calendar monthly view. #3-2-7 Display ☞ • To repeat an entry that has already been stored,select it in Index mode, then proceed from step 6above. • Events like the second and fourth Thursday...

80 ➛ You can also set alarms separately from Scheduleentries. See p.178. Clearing a set alarm To clear an alarm that has been set for a Schedule entry,display the entry in Edit mode, then press 2nd ALARM . ➛ You can disable all set alarms simultaneously. Seep.179. The Schedule application menu #3-2-...

82 Enter the following information: Description Sales report Due Date Mar 10, 1996 In the To Do application: 1. Press NEW . 2. Type Sales report. 3. Move to the DUE DATE field. Enter the due date inthe order of month, day, year. Type 03101996, or press ˜ , use PREV and NEXT to display March 1996, th...

84 If you still do not see the desired entry, press NEXT to display the following matching entries. 4. Press ENTER when you find the entry you want. ☞ The Search function does not distinguish betweenupper- and lower-case letters. Editing entries 1. Select the entry you want to change in Index mode. ...

85 3 again. However, if you do this, the entry will be storedwithout a due date. Checking off entries in the To Do application 1. Select the entry in Index mode. Check box #3-3-7 Display 2. Press ✓ . The entry is checked off and the box is marked with ✓ . The DUE DATE field name changes to DONE DATE...

88 entries that have been checked off as completed. 1. Press MENU , select VIEWS and press ENTER . 2. Select the type of entries you want to delete (DONE,TO BE DONE, or MONTHLY GOALS), then press ENTER . 3. Press MENU , select DATA DELETION then press ENTER . 4. Select ALL IN CURRENT VIEW then press...

89 3 4. Press ENTER . Only To Do entries in the selected Category are displayed. 5. Press MENU , select DATA DELETION and press ENTER . 6. From the submenu, select ALL IN CURRENT VIEWand press ENTER . A confirmation message appears. 7. Press Y (or N to cancel the deletion). Deleting all To Do entrie...

91 3 In the Ann application: 1. Press MENU , select VIEWS and press ENTER . 2. Select ANN 2 BY DAY then press ENTER . 3. Press NEW . Edit mode opens. #3-4-3 Display 4. In the MONTH field, press ˜ and select the month from the pop-up list (choose “MAY”). Press ENTER followed by NEXT . 5. In the WEEK ...

93 3 The Ann application menu #3-4-4 Display Selects ANN 1 file or ANN 2file (see p.91). Selects the specific entries fordeletion (see p.92).

95 4 his chapter describes using the Tel(Telephone) and User File applications.These two applications are actually identical in the way that they function, except thatthey have different default file and field namesdesigned to handle different types of information.The flexibility of these applicatio...

98 Deleting file entries Deleting single entries 1. Select the entry you want to delete in Index mode, ordisplay it in View mode. 2. Press MENU , highlight DATA DELETION then press ENTER . 3. Highlight SELECTED ENTRY then press ENTER . A warning message will appear asking if you are sure youwant to ...

99 4 Customizing the Tel and User File Applications You can customize the Tel and User File applications inthe following five ways: File names: You can give each file a name of up to 10characters of your choice. Fields: You can change the field names (up to 12characters per field), and the number of...

100 6. Press ENTER to store the new name. (Or CANCEL to cancel any changes and leave the original filename.) Configuring fields If you do not want to change the number of entry fields,skip steps 1-6 below. 1. Press TEL or USER FILE to open the application that you want to set up the fields in. 2. Pr...

101 4 10. Press ENTER when you have finished. (Or CANCEL to cancel the changes and leave the fields as theywere.) Customizing the Index display You can set up a different Index format for each of thethree files in the Tel and User File applications,designating up to three fields you want displayed i...

102 sorted alphabetically first by COMPANY, then by NAME (asopposed to the default, which is by COMPANY only, so thatfor each company, the names are displayed in the order inwhich they were created). 1. Press TEL repeatedly until the CONTACTS file (file 2) is displayed. 2. Press MENU and select CONF...

103 5 his chapter explains the features ofthe Memo application, the Organizer’sbasic word processing utility, and the Outline application, a powerful application forstructuring your thoughts, ideas, and writtenwork. When used together, eg. first outlining adocument using Outline and then developing ...

105 5 The MEMO index view is redisplayed, with the contentssorted according to the selected method. 4. Select the desired entry, then press ENTER to see it in detail. The full entry is displayed. If an entry is too long to fit on the screen at one time, youcan press ¶ or ˜ to scroll the display. ☞ W...

106 The DATA DELETION submenu appears. 3. Select SELECTED ENTRY then press ENTER . A confirmation message appears asking if you are sure youwant to delete the entry. 4. Press Y to delete the selected entry (or N to cancel the deletion). You can also delete single entries by selecting theentry in Ind...

107 5 Turning word wrap on and off Word wrap automatically moves text which will not fit ontothe end of a line to a new line, preventing words from beingsplit when you type. This allows you to type text withouthaving to worry about when to insert a carriage return tomove to the next line. The defaul...

110 To return to the one-line view, repeat the above procedure.The ✓ disappears from the menu. To see contents that are off the display, use the cursorkeys. You can also press ¶ or ˜ to move to the first or last topic. ☞ Changing the view mode in an outline does not affectthe view mode setting of ot...

112 Splitting one topic into two A single topic can be easily divided (split) into two. 1. Select the topic you want to split. 2. Press MENU to display the application menu, select JOIN/SPLIT TOPICS then press ENTER . A submenu appears. 3. Select SPLIT 1 TOPIC INTO 2 then press ENTER . The selected ...

116 Instead, move the selected topic to another locationand then promote it. If you divide a topic that has subtopics (children), thesecond half of the divided topic will become the parent ofthese subtopics. The two parts of the original topic remainon the same level. You should not attempt to join ...

117 6 he Organizer’s desk accessories area set of valuable utilities for everydayuse. The Calc (Calculator) can perform calculations on figures entered either using thenumber keys or copied over from otherapplications. The Clock can simultaneouslydisplay the day, date, and time in any two citiesof y...

118 2. Perform the calculation using the numeric andmathematical symbol keys on the keyboard, just asyou would with a regular electronic calculator. To quit the Calc application, simply change to any otherapplication by pressing the corresponding key. ☞ • To clear an entered value, press C z CE once...

120 Deleting a line 1. Move to the line you want to delete using PREV . 2. Press DEL . The selected line is removed from the display. 3. Press ENTER to get the new total. Calculating dates As well as performing standard arithmetic calculations, theCalc application lets you determine the period of ti...

121 6 2. Press CANCEL to clear the starting date field and enter the desired starting date. Prefix a single-digitmonth or date with a “0”. 3. Press + to enter a number of days in the future, or – for a number of days prior to today. #6-1-5 Display 4. Enter the number of days to base your calculation...

122 #6-1-7 Display When E appears When any of the following situations occur, the errorindicator E is displayed and calculations are suspended.Press C z CE to clear the error. • The integer part of the calculation result is within therange of 11 to 20 digits (a rough calculation isobtained). Example...

123 6 ☞ Note that you must move out of a field in which youhave just entered a value before the calculation canbe performed. Re-calculating using different values Once you have made a Markup/Margin calculation, you canrecalculate using new values without having to start fromthe beginning. 1. Move to...

124 Calculation examples Calculation Example Operation Display (answer) Arithmetic 12 x 3 + 5 = 12 X 3 + 5 = 41. (–24) ÷ 4 – 2 = 24 + /– 4 – 2 = –8. Constant 34 + 57 = 34 + 57 = The addend becomes a constant. 91. 45 + 57 = 45 = 102. (Subtraction and division are performed in the same manner.) 68 x 2...

125 6 Calculation Example Operation Display (answer) Memory Summation Clears the memory before performing any calculations. R z CM R z CM 25 x 5 = 25 X 5 M+ 125. M –) 84 ÷ 3 = 84 3 M– 28. M +) 68 + 17 = 68 + 17 M+ 85. M (Total) = R z CM 182. M Temporary memory R z CM R z CM (14 – 3 x 2) x 14 M+ 3 X ...

126 Changing the Local city The Local city is the city selected to provide the local time.When you first use your Organizer, the default Local city isset as New York. To change this setting: 1. Press MENU to open the Clock menu. 2. Select SET CLOCK then press ENTER . 3. Select CHANGE LOCAL CITY then...

127 6 This advances the Local time by one hour. A symbolappears beside the city to indicate that daylight saving timehas been set. 7. Press ENTER . The Clock window appears briefly, showing the new Localcity. The time is automatically adjusted. ☞ • If you have defined a User city and want to select ...

128 You can set any date from January 1st, 1901 to December31st, 2099. 7. Press ENTER (or CANCEL to cancel the changes). The time and date are now stored. ☞ • You can access CHANGE LOCAL CITY from thisdisplay by pressing 2nd W . Because the Organizer automatically adjusts the time after theLocal cit...

129 6 5. Select the desired city. 6. If Daylight Saving Time (DST) is observed by theselected city, press ➞ to indicate this. A symbol appears beside the city, indicating that DST hasbeen set. 7. Press ENTER . The city is selected as the World city and the windowcloses. The Clock window briefly appe...

130 The city you entered is then stored as a User city, and islisted on the first page on both the Local and World citylists. ➛ To select the User city you have just entered as theLocal or World city, see p.126 or p.128, respectively. Daylight Saving Time (DST) Assigning DST to a city Designating Da...

132 The Clock application menu #6-2-9 Display Sets the built-in clock. Sets and controls up to fivealarms to sound daily (seep.130). Turns all DST settings on oroff.

133 7 he OZ-5500 Organizer’s MoneyTracking application provides youwith a sophisticated and easy-to-use tool for managing your personal and businessfinances. It offers comprehensive facilities forrecording cash, bank and credit cardtransactions. It also helps you reconcile accountbalances. It can ev...

134 made or received for a given account, conveniently andreliably. You may view each account and related transactions bypressing the MONEY TRACKING key. To display the next account in alphabetical order, simply press the MONEY TRACKING key again. To view the details of a transaction simply select t...

135 7 • Memory is full – What can I do Removing reconciled transactions from memory will freeup memory space. Make sure you back up thesetransactions for future reference either by printing orsaving to your computer with the optional Link software. • Sharing information with my desktop moneymanageme...

140 SPECIAL field to remind you of the purpose or someother relevant data about this transaction. ☞ Note that any text you provide in the MEMO andSPECIAL fields can be used by the Filter function toselectively access particular transactions. 14. Press ENTER to store the transaction details, or CANCE...

142 ☞ When editing text fields or the amount, you can use NEW to clear the field before typing in new text. 3. Press ENTER to store the edited transaction entry, or CANCEL to discard the changes. When ENTER is pressed, a message indicating the entry has been successfully stored briefly appears. Thet...

145 7 not be displayed (ie. those not meeting the selectioncriteria). 5. Use ˜ and ¶ to display those fields which cannot be displayed at one time. Use PREV and NEXT to display full details of previous and subsequent transactions that also meet the Filter’sselection criteria. Canceling an active Fil...

146 The message “Working...” appears for more than 10seconds. 3. To see the newly-added Categories, press MENU , select CATEGORIES then press ENTER . 4. Select NEW/EDIT CATEGORIES and press ENTER . The NEW/EDIT CATEGORIES window appears. 5. Press ˜ to display the Category list. Use NEXT and the arro...

147 7 2. Press ˜ , select the desired category from the pop- up menu list, then press ENTER . The selected category is displayed in the CATEGORIESbox. 3. Press EDIT . The EDIT CATEGORY window appears, with the selectedcategory name. 4. Make any necessary changes to the name, then press ENTER . The N...

149 7 11. Press ENTER to store the SPLIT transaction details and proceed with completing the rest of thetransaction. #7-1-18 ☞ • If the total amount given in the AMOUNT field ofthe Money Tracking transaction is not equal to thesum of the split amounts (ie. some split amountdetails have not been ente...

151 7 7. Press Y to confirm the transaction should be created (or N to skip). The messages “Working...” followed by “Stored!” appearbriefly. The transaction is then displayed in View mode. #7-1-20 ☞ Note that the ACCOUNT NAME, TYPE, DATE,PAYEE, AMOUNT, CATEGORY and MEMO fields areassigned for the de...

152 Account balancing & reconciliation The automatic account balancing and reconciliationfunctions are one of the Money Tracking application’smost powerful and useful facilities. It works by comparingthe difference between an account’s (usually a checkingaccount) starting and ending balances wit...

154 ACCOUNT BALANCING command is faded out, indicatingit cannot be selected. 2. Select POSTPONE BALANCING and press ENTER . You can also use the keyboard shortcut 2nd Y to initiate POSTPONE BALANCING. ☞ If you Postpone balancing after already marking sometransactions as Cleared, their Cleared status...

155 7 Handling unbalanced accounts When the sum of the cleared transactions does not equalthe difference between the START BAL and the END BALamounts, this means that the account is out of balance andthe account’s transactions have not been correctlyreconciled. The Organizer indicates this has occur...

156 Removing transactions after account balancing Since the Organizer contains limited memory capacity, it isimportant to delete unwanted or out-of-date data from theMoney Tracking application just as for other applications.However, one important advantage to havingRECONCILED transactions is that th...

157 7 Transaction view When the Organizer is in its Unlocked state, anytransactions that have been marked as Secret are markedwith an asterisk in the top left corner of the display. Whenthe Organizer is Locked, Secret transactions are hiddenfrom view and therefore cannot be accessed at all. Account ...

160 Lists existing accounts andallows accounts to be added orupdated. Allows Categories to beadded, edited, selected anddeleted, and preset categoriesto be reloaded. Commences accountbalancing by allowingtransactions to be marked asCleared. Determines whether account isin balance and if so, markscle...

161 8 n addition to its basic functions, the Organizeralso provides an wide range of utilities andfeatures to give you even greater control over your information. This chapter introduces anddescribes these features, which include textcutting, copying, and pasting, filtering of selectedentries, and m...

162 5. Press ENTER if you want to store the original entry with any changes you have made (including movingor copying the selected text), or press CANCEL to discard all the changes you have made to the originalentry. Note that even if you press CANCEL , the text you selected will remain in the clipb...

163 8 ☞ • In the Outline application’s Edit mode, to copy ormove an entire outline, you must begin by selectingits title. • If you select a topic in the outline, only the selectedtopic and its subtopics will be copied. The Time Stamp and Date Stamp Functions The time and date stamp functions can be ...

164 The Word Key You may sometimes find yourself having to enter the sameword over and over again in letters or lists, for example oryou may have several memos or letters you have to writethat are all on the same topic. Using the WORD key, you can easily insert words, names, numbers, and phrases (up...

165 8 3. Select the particular word you want to insert. Press PREV or NEXT to display more words if necessary. 4. Press ENTER . The word is inserted at the cursor position. Editing a word or phrase You can edit a word or phrase using a similar procedure toadding a word or phrase (see above), but ins...

166 In the Schedule, Money Tracking and Memo applications,a window opens for the user the enter a date range and/ordescription as the selection criteria, as shown below: #8-5-2 Display 4. Press 2nd – to check the SECRET ONLY box and extract secret entries only (see p.186). (This boxwill not be displ...

167 8 In the Schedule, Money Tracking, Memo, Tel, or UserFile applications: 1. Turn on the Filter using keywords to collect the entriesyou want to delete. 2. Press MENU to display the application menu, select DATA DELETION then press ENTER . A submenu appears. 3. Select ALL FILTERED ENTRIES then pre...

169 9 The Peripherals Menu #9-1-1 Display our Organizer is a powerful pocket-size computer with built-in functionsthat make it possible to accomplish a broad range of tasks, including printing. It hasthe flexibility to connect to other Organizers andtransfer data to desktop computers using datatrans...

170 Printing from the Organizer The Organizer offers a wide range of printing options,ranging from the current contents of the display toindividual entries to all the entries within an application. Theactual printing options available depend on which particularapplication you are using. Entries and ...

171 9 3. Select your printer type or one that your printeremulates (refer to your printer’s manual regarding theemulation modes it supports). ☞ If your printer does not support any of the printermodels listed, select [MORE EMULATIONS] andOTHER (US CHARACTERS) to print U.S. charactercodes or OTHER (I...

172 In the To Do application: 1. Press MENU , select VIEWS then press ENTER . 2. Select TO BE DONE ITEMS, DONE ITEMS,MONTHLY GOALS, or BY CATEGORY for a categorycontaining the entries you want to print then press ENTER . 3. Press MENU four times to display the PERIPHERALS menu, select PRINT, then pr...

173 9 Transferring Data There are several ways to transfer information – whetherspecific entries or entire files – between the Organizer andother information processing devices, including personalcomputers and other SHARP Organizers. In this way, you can back up your information to guard against los...

174 • No peripheral devices are required to transfer datavia the infrared port. However, infrared transfersare easily affected by ambient conditions whichmay interfere with this type of transfer. Connectingthe two units directly using the optional CE-315Lcable will ensure a more reliable transfer. S...

176 4. Select GET DATA (APPEND), and press ENTER . 5. On the sending Organizer, press MENU four times to open the PERIPHERALS menu. Select UNIT TOUNIT TRANSFER, and press ENTER . A submenu opens. 6. Select SEND ALL IN THIS MODE, or SEND ALL INTHIS FILE in the Tel and User File applications. All entr...

178 Single entries or entire files can also be transferredbetween an OZ-5500 and an OZ-6500, ZR-5000 orOZ-9000-Series Organizer via the infrared link. The procedures for this transfer are essentially the same asthose given in the preceding sections on the OZ-5500 side.Refer to the operation manuals ...

180 Exchanging Information with a Personal Computer Using SHARP’s optional Organizer Link software and cablepackage or certain third-party software packages, you canexchange data with a personal computer. Certain softwarewill allow you to exchange data with a personal computervia the Organizer’s inf...

181 9 Points to remember when using peripherals When using Organizer Link software designed for anOrganizer other than the OZ-5500: • Data in applications that are not compatible with theOrganizer Link cannot be transferred. • You cannot transfer an entry from USER FILE 1 of theUser File application...

183 10 ow that you have an understanding ofall of the Organizer’s functions and itsoperation, let’s take a look at the various ways you can customize the Organizer to suityour personal preferences: the display can showselected user information at start-up; entries canbe made secure through password ...

184 OFF: Even if ASK PASSWORD (see below) is set toON, no password will be required. The Organizerthen starts in the application or display mode thatwas most recently used. SETUP: Sets the Organizer to run through the setup procedure at start-up. This is the default display.This provides an overview...

185 10 ☞ • If no password has been registered, the prompt forthe password will not be displayed even if ASKPASSWORD and START-UP have been set to ON. • If you set ASK PASSWORD to ON with START-UPset to ON and you forget your registered password,you will have to reset it, which means erasing allthe d...

186 Locking the Organizer The Organizer’s LOCK function allows you to keep selectedinformation in your Organizer secure by locking it with apassword that you specify. Entries that you have marked assecret cannot be accessed until the Organizer is unlockedusing the password. Individual entries can be...

189 10 1. Press MENU twice to open the PREFERENCES menu. 2. Select SECRET then press ENTER . The SECRET submenu appears. 3. Select DELETE ALL SECRET DATA, and press ENTER . A warning message appears asking if you are sure youwant to delete all the secret entries. If you have forgottenyour password, ...

190 In the Calendar application: 1. Press MENU , select SET UP DEFAULT VIEW then press ENTER . A submenu appears. The current setting is indicated by anasterisk. 2. Select the desired format and press ENTER . The current calendar view does not change. However, thedesired format is used the next time...

191 A. List of Key Notations Key Representation in Text Function CALENDAR Opens the Calendar application. SCHEDULE Opens the Schedule application. TO DO Opens the To Do application. ANN Opens the Ann application. Subsequent presses switch between ANN1 and ANN2 files. TEL Opens the Tel application. S...

192 Key Representation in Text Function MEMO Opens the Memo application. OUTLINE Opens the Outline application. MONEY TRACKING Opens the Money Trackingapplication. In Index mode,subsequent presses display eachaccount’s Index view, as well asthe All transaction list. WhenAccount information is displa...

196 Key Representation in Text Function ENTER ENTER Executes operations. Stores entries in memory. Opens the Edit mode. 2nd ENTER Stores an edited enty as new, leaving the original unchanged. GET GET Receives data via the infrared port from an OZ-5500. SEND SEND Sends data via the infrared port to a...

197 All reset operation If the unit still fails to function after it has been reset using the procedure above, or you have forgotten the password to be entered in the start-up display, you will have to reset it using a slightly more complicated procedure: 1. While pressing and holding ON , press and...

198 D. Battery Replacement General guidelines The Organizer uses the following types of batteries: Use Type Size/Model Qty. General Alkaline batteries LR03 (L30) 2 operation Memory backup Lithium battery CR2032 1 There are some extremely important points to remember when installing new batteries: ☞ ...

199 Caution: • Keep batteries out of the reach of children. • Remove batteries from the unit when they become weak or when the unit will not be used for a long period of time. Leaving weak batteries in the unit may cause battery leakage and damage from corrosion. • Do not dispose of batteries by fir...

200 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. Replacing the memory backup batte...

205 Index A Accessing Secret entries 187 Accounts (see under Money Tracking)Adding Accounts(see under Money Tracking)Categories: Money Tracking(See under Money Tracking)Categories: To Do 85Topics 110Transactions(see under Money Tracking)User’s city 129 Alarms Daily 130Disabling all alarm sounds 131S...