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AccountMate - System Manager Module
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 the system environment and setup, desktop shortcuts to AccountMate functions and external applications, on-line help, multi-level password security, printer setup, module and company selection, system date and all pop-up menus. It also initializes the system, provides easy access to Microsoft Office tools and has multi-lingual capability.
AccountMate System Manager boasts a modern-looking interface as well as a userdefinable shortcut pane and a power toolbar that delivers enhanced efficiency, productivity and security to any business.
User Interface
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:
• Disallow changing of certain user passwords
• Require password change during next login
• Disallow re-use of old passwords
• Disallow multiple logins per user account
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
• User-defined menu display settings
• Support up to 999 companies, each with its own chart of accounts
• Ability to install/reinstall sample company data to be used in training new users
• All product components (including source code, if applicable) are included in a single media
© 2008 AccountMate Software Corporation. All rights reserved. Reproduction in whole or in part without permission is prohibited. The capabilities, system requirements and/or compatibility described herein are subject to change without notice. Contact AccountMate or an Authorized AccountMate Solution Provider for current information.
System Manager Features
- Support Password Complexity
- Define Multiple Levels of Security Down to Individual Fields
- Transaction Rollback Gives Additional Data Protection
- User-Defined Shortcut Pane
- Integration with Microsoft Office
- New Executive Summary
- Productivity Tools
- Powerful Lookup Feature
- Perform Multiple Functions without Closing the Current Function
- Error Reporting
- On-line Help Always Available
- Electronic Manual
- Hassle-Free Module Activation
- Store Data Forever
- Current User Login List
- Table Browser and Exporter
- Report Macros Set Report Criteria
- Print Batches and Labels the Easy Way
- Other Features
About AccountMate:
Since 1984, AccountMate Software Corporation has provided customers with powerful and flexible accounting and business management software. AccountMate provides the most stable and technologically innovative modifiable accounting solutions for the mid-market. The accounting systems are sold by the module which enables customers to acquire the software they initially need and add modules as their business needs evolve. The availability of source code makes this software highly modifiable so that it can be adapted to any changing business environment.
Software That Fits:
AccountMate is real-time, customizable financial and business management software designed to address the needs of small to mediumsized businesses. It takes advantage of the speed of client/server technology and the latest productivity-enhancing tools in Microsoft’s suite of products to help you better manage your business.
This leading-edge application combines the full functionality of our award-winning AccountMate system with the power of Microsoft’s SQL Server. It offers AccountMate users enhanced investment protection for the long haul with superior scalability, up-time performance, stronger data security and software applications.
A SQL database also optimizes the application’s performance so users can experience uniform highspeed performance—no more system slowdown at the end of your reporting period.