Amortization Plus - Loan Amortization Software

Amortization Plus (A+, for short) is a tool designed to create and manage loan amortization and annuity schedules. A+ can calculate payments, interest rates, principal amounts for any type of loan or annuity, print loan amortization and annuity schedules, and can even chart data pertaining to loans and annuities. In addition, you can create, manage, and save loan and annuity schedules for as many clients as you like.

Why does Amortization Plus indicate that I am using a DEMO program when I start it?

An activation code is required to convert Amortization Plus from a DEMO to a licensed version. Until you enter your activation code, Amortization Plus will start in DEMO mode. While in DEMO mode, whenever A+ starts, a screen is displayed prompting you to enter your activation code. To activate the program, click the "Enter Activation Code" button and type in your program prefix, serial number, and the activation code provided to you on the CD case that your CD was shipped in. If you bypassed the prompt during the startup, you may enter the activation information by selecting the option "Enter Activation Code" from the Help Menu, or wait until the next time you start A+.

I lost my activation code, how can I get another one?

Select Enter Activation Code from the Help Menu. Click the Request Activation Code button on the screen that is displayed. Complete the form and email or fax to Pro-Ware. We will respond by email if you email your request or by fax if you fax your request to us.

How can I tell what version of Amortization Plus I am using?

At the main menu, click the Help Menu and then click About Amortization Plus. The version and the version date of Amortization Plus is displayed on the screen.

If you have a current version and want to verify that you have the most current release of that version, follow the instructions in the next section, "How do I get the most current release of the current version of Amortization Plus?".

How do I get the most current release of Amortization Plus?

The most current release of Amortization Plus is always available on our website and can be downloaded by registered users at any time. For example, if you have an older version Amortization Plus, the most current release of A+ can be downloaded by selecting the Update option from the toolbar on the Main Menu or selecting Auto-Update from the Help Menu. You must have an internet connection to use this option. The auto-update feature built into Amortization Plus will download and install the update for you.

Alternatively, you can go to the Pro-Ware website ( www.proware-cpa.com/ap_updates.html ) and download the update to your computer and install it. Instructions for installing the update are included on our website.

Since I've never used Amortization Plus before, what is the best way to get an overview of its features?

The Amortization Plus Tutorial provides a quick overview of how to get started. It includes instructional text and video presentations to describe some of the most common features. To access the Tutorial, select the Amortization Plus Tutorial option from the Help Menu.

I can't find my Amortization Plus CD. How do I get a new one?

If you are using the current version of Amortization Plus, you can request a replacement CD from Pro-Ware. Call customer service at 402.861.8800 to order.

Installation

What should I do if I put the Amortization Plus CD in my computer and nothing happens?

Our installation relies on the "autorun" feature of Windows to start the installation program when you insert the Amortization Plus CD; however, if this Windows feature has been disabled or is not working properly, the installation program will not start. To manually start the installation program, click on My Computer, then right-click on the drive that represents your CD-ROM drive and select Open from the menu. When the contents of the CD are displayed, double-click on AUTORUN.EXE and the installation program will start.

Can I access my data files on a network if I install Amortization Plus on my computer?

Yes. If Amortization Plus is installed on your computer, you can access data files on your local computer, a network, or any drive that you can navigate to using Windows Explorer.

What is the System Configuration and what options should I choose?

The System Configuration Wizard appears the very first time that Amortization Plus loads after it is installed. Using this wizard, you can change almost any aspect of the program, including where client files will reside, printer and report settings, default settings for loans and annuities, backup options, and email configuration. This wizard can also be run at any time while in the program if necessary.

File Menu

How do I select a client in Amortization Plus?

To select a client you have setup previously in Amortization Plus, simply select the Clients option in the File Menu. There you will see a listing of all clients that are setup in A+ and you can select the one that you want to enter or edit loan or annuity information.

How do I backup my data files?

The best way to backup your data files is to use the option Backup/Restore in the File Menu. This option is a wizard that will allow you to backup your data files to a compressed file using the "zip" format. Files that have been backed up can not be accessed until they are "restored" using the Restore feature of this option.

How can I import client data from other programs?

Amortization Plus allows you to import client data from Accountant's Helper, Client Communiqué, and Ratios Plus. Simply select the Import Wizard from the File Menu to import your client data.

Client Schedules Menu

How do I enter loan amortization, annuity, or lump-sum information to create client amortization schedules?

Simply select the loan amortization, annuity, or lump-sum option from the Client Schedules Menu to create a corresponding schedule for the client you currently have selected. The information will be automatically saved where it can later be edited or removed, if desired.

Quick Schedules Menu

What is a Quick Amortization or Annuity Schedule and how do I create them in A+?

A+ allows you to create amortization or annuity schedules on the fly without having to enter any client information. Simply click the Quick Amortization button and enter your data. Once calculations have been made, you can elect to save the data for any client you have already setup in A+.

Reports Menu

How can I get a client listing for all the clients I have entered in A+?

Select the first option from the Reports Menu to print a client listing in Amortization Plus.

What other reports are available in the Reports Menu?

You can print amortization, annuity, and lump-sum deposit reports by selecting those items from the Reports Menu. In addition, you can also print 5-year loan analysis for any schedules already setup in A+.

How do I change the printer used for printing a report?

If you wish to select a printer other than your Windows default printer when printing a specific report, click the ellipsis (...) button on the right side of the printer field at the top of any of the report specification screens in Amortization Plus.

Does A+ have graphing capability?

Yes! Simply click the "Chart" button found on Amortization Plus. You can also choose the type of graph and other graphing options from this screen. In addition, you can print your graph to any printer you have available in Windows, including color printers.

Housekeeping Menu

When would I need to rebuild my index files?

The Rebuild Index Files option should be used if you error message indicating your index file is corrupted or if you experience a power surge or outage during data entry. This option is also used to permanently remove records that have been deleted from the selected files.

Help Menu

What resources are available for learning about Amortization Plus?

You are using one of the resources right now, but there are a number of resources available to learn about the Amortization Plus program including the following:

Help System - Press F1 from anywhere within the program to display the Help System.
Tutorial - If you are new to Amortization Plus, you should probably go through the tutorial. You can display or print the tutorial by selecting Amortization Plus Tutorial from the Help Menu. If you run the tutorial with videos from the Internet, you can run the video clips that will demonstrate how to use many of the features in Amortization Plus.
Online Discussion Board - The online discussion board on the Pro-Ware website has hundreds of postings from users regarding various issues concerning the program. Very often, you can find a solution to your problem or additional information about your concerns on the discussion board. To view the discussion board, go to www.proware-cpa.com/discussion.html.
Technical Support - Of course, you can always call our technical support staff for assistance. Alternatively, you can use the option "Comments / Question / Suggestion" in the Help Menu to fax or email us. Very often, we can respond more quickly and in greater detail via email or fax than we can if you call us.

How can I send Pro-Ware a comment or suggestion I might have about Amortization Plus?

Simply go to the Help Menu and select the option "Comments/Questions/Suggestions. There you can email your comments or print and fax them to Pro-Ware.