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AccountMate’s System
Manager module is the
control center for the entire
AccountMate system.
Software
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AccountMate 7 for SQL or Express Multiple Levels of Security
Security is vital to every company. The System Manager module delivers multiple levels of
password-based security. Set user access by company, by module, by function and all the way
down to key data fields. Additional security can be set to include global functions such as user
setup, custom reports and report drill-down. To speed up the assignment of user access rights,
AccountMate provides the ability to copy user and group rights settings. To facilitate the setup, users
can view or print reports on function and extended security settings by group, user or function.
Secure Password Policies
AccountMate supports secure password policies for Sarbanes-Oxley compliance. Users can define
parameters for password structure and expiration, set login by day and time, track history of invalid
logon attempts and any of the following options:
 User Interface
Support Global Operations
AccountMate comes with a multi-national sales taxation engine that supports US sales tax, Canadian
GST/PST, Australian GST, and VAT. It also comes with multilingual capabilities and allows users to
maintain dual descriptions (i.e. General Ledger account description, inventory item description, remarks,
units-of-measurement) for bilingual systems that can be printed onto reports generated for foreign
users, customers and/or vendors.
Transaction Rollback Gives Additional Data Protection
This fundamental feature significantly improves data integrity by ensuring that—if a power failure occurs
while a transaction is in process—the likelihood of having incomplete entries or corrupted files is kept to the
absolute minimum. This crucial safety feature offers significant data integrity benefits.
User-Defined Shortcut Pane
With the Shortcut Pane, users can add folders, AccountMate
function shortcuts and program shortcuts right onto the AccountMate
desktop. They can also view ‘Recent documents’ and ‘Favorites’.
AccountMate allows users to organize the shortcut pane in the
manner desired, collapse and expand the tree as needed and
save the last setting for future use. Best of all, these settings are
associated with each user ensuring that the shortcuts are available
regardless of which workstation the employee uses.
Integration with Microsoft Office
The AccountMate desktop includes buttons to access Microsoft
Word, Excel, Outlook and the Internet. These links to the most
commonly used Microsoft programs provide easy access to
the applications, saving time and increasing productivity. Plus,
AccountMate allows for exporting to Microsoft Excel from any grid.
Productivity Tools
AccountMate allows the attachment of files to each transaction or
maintenance record to serve as supporting documents or references
that can be retrieved and updated at any time. It also allows for the
column order and width settings to be defined and saved for each
user. You have access to a pop-up menu to see options such as cut,
copy, paste, lookup, e-mail and phone. Use function keys and/or hot
keys to navigate the screen without a mouse to facilitate data entry.
Powerful Lookup Feature
The lookup feature provides a Search window where fields can be
selected for display, export the data to Excel, sort particular fields in
either ascending or descending order and save the Lookup settings.
User-specific extended security settings are available to allow the
export of data from the Search grid.
Perform Multiple Functions without Closing the Current Function
Access several other functions without closing the current function,
even if the functions come from different modules. To speed up data
entry while entering a sale, you are able to drill down to a customer or
inventory file to set up a new customer or inventory record, subject
only to the limitations of the user’s access rights.
On-line Help Screens Always Available
At every level of operation, System Manager provides user-friendly Help
screens that allow the search for topics related to any AccountMate
module, function or feature, regardless of the module currently
being accessed.
Electronic Manual
The AccountMate User Manual in electronic form is available
whenever it is needed. An Electronic Manual menu option is
accessible from the Program Group in the Start menu and from
the My AccountMate Help group in the Shortcut Pane.
Store Data Forever
In AccountMate 7 for SQL data can be maintained for an infinite
number of years, limited only by the available disk space and
memory. You can quickly generate reports for any period of any
year instead of having to search through archived data.
Current User Login List
AccountMate can provide a list of all users who are currently
logged in to AccountMate. When a function needs to be performed
requiring exclusive access to the system (such as back up of data),
this information indicates which users need to exit AccountMate.
Table Browser and Exporter
AccountMate provides the ability to browse and export an entire data
file. Password protection is available to prevent unauthorized users
from viewing or exporting sensitive information.
Export or E-mail any Report
Users who are granted the appropriate security can export or
e-mail any report. They have the flexibility to choose the desired
output file format from a selection that includes HTML, Adobe
Acrobat, Microsoft Excel, Microsoft Word and others. There is the
flexibility to export reports to spreadsheets for analysis or e-mail
PDF files to customers or vendors.
Report Macros Set Report Criteria
With the System Manager's report macros, users can define their
own report criteria allowing them to generate reports without having
to manually reselect the criteria each time.
Print Batches and Labels Conveniently
A Print-Batch feature enables users to set up batches of reports
to be printed weekly, at period-end or at year-end. Labels can be
printed for customers, vendors, inventory items and other records.
Other Features
AccountMate Software Corporation © AccountMate Software Corporation. All rights reserved. Reproduction in whole or in part without permission is prohibited. The capabilities, Software Requirements and/or compatibility described herein are subject to change without notice. Contact AccountMate or Authorized AccountMate Solution Provider for current information. |
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