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The System Manager module is
the control center for the entire
AccountMate system, and must
be installed in order to run any
of the AccountMate modules.
This module controls Software
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AccountMate 7 for LAN Support Password Complexity
AccountMate supports the comprehensive password policies recommended by many banks and
accountants 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 take
advantage of any of the following options:
 User Interface
Define Multiple Levels of Security Down to Individual Fields
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 data export. 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 about function and extended security settings by group, user or function.
Transaction Rollback Gives Additional Data Protection
This fundamental feature guarantees 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 on 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 runs
AccountMate. This eliminates the need to search for a program
or shortcut on the Windows program folders and desktop since
the AccountMate desktop addresses that requirement.
Integration with Microsoft Office
AccountMate’s Power Toolbar includes buttons to access Microsoft
Word, Excel, Outlook and the Internet, which when clicked will
automatically open the corresponding application. This link to the
most commonly used Microsoft programs provides easy access
to the said applications saving time and increasing productivity.
Moreover, users can export to Microsoft Excel from any grid.
New Executive Summary
An Executive Summary is now accessible from the Power
Toolbar. This screen provides a snap shot of the company’s
current financial condition to help managers quickly identify
potential areas of concern.
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, updated or purged at any time.
It also allows for the grid column order and width settings to be
defined and saved for each user. By doing a right-mouse click on
any grid, users can access a pop-up menu where they can see
options such as cut, copy, paste and others. They can also 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 users can
select the fields to be displayed, export the data in the grid to
Excel and save the Lookup settings as a macro. User-specific
extended security settings are required to export data from the
Search grid.
Perform Multiple Functions without Closing the Current Function
Users can access several other functions without closing the
current one, even if the functions come from different modules.
For example, while entering a sale a user can 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).
This speeds up data entry. For added convenience, a list of open
windows is available in the task list on the Power Toolbar. Users
can also display the windows in tile order to view multiple
windows at the same time.
Error Reporting
An Error Report window is provided which displays pertinent
information each time an application error occurs. This feature
allows users to view a description of the issue and send a report
containing the details of the error to the AccountMate Solution
Provider, AccountMate Product Support or any designated
recipient who can help troubleshoot the problem. Since the
e-mail that will be sent is generated by the system and the
error message is captured verbatim, the likelihood that wrong
information will be communicated to the parties concerned is
considerably reduced.
On-line Help Always Available
At every level of operation, the System Manager provides userfriendly
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 for all
users whenever it is needed. An Electronic Manual menu option is
accessible from the My AccountMate Help group in the Shortcut
Pane; which when clicked will present the user with the manual’s
Table of Contents.
Hassle-Free Module Activation
Activating the various modules is as easy as 1-2-3. Simply enter
the product key provided and the system will automatically
activate all the modules purchased.
Store Data Forever
Data can be maintained for an infinite number of years, limited
only by the available disk space and memory. Users can quickly
generate reports for any period of any year, instead of having to
search through archived data. Users also have the option to purge
historical data during period-end closing.
Current User Login List
AccountMate can provide a list of all users who are currently
logged in to the system. When a user needs to perform a function
requiring exclusive access to the system (such as period-end
closing or back up of data), this information indicates those who
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.
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 re-select the criteria each time.
Print Batches and Labels the Easy Way
A Print-Batch feature enables users to set up batches of reports in
convenient groups for periodic printing. Set up batches of reports
to be printed weekly, at period-end or at year-end. The Print-Label
feature supports the printing of labels 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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