User Logon Codes and Passwords –

In order to logon to and access the Series 5 systems, users must signon with a valid User Code and Password.  The following features are in place:
  • Passwords must contain at least 8 non-space charactes and include at least 1 digit and 1 alpha character
  • As an option, the system manager may specify that passwords must be changed after a pre-defined number of days
  • When assigning passwords, different ones must be used from the last 3 that were used
  • As an option, the system manager may specify that if a user fails to correctly log on after a specfied number of times, that user logon may not be used again until it is re-enabled

Application and Sub-Menu Access Priviledges –

Besides having to sign on, users must also have had a User Access record defined in each of the applications they need to access.  Then for that application, access to individual menu items can be granted or denied.

User Access Audit Logging –

When users log into an application and when a specific menu item is selected, an entry is recorded in the User Access Audit log.  This may be inquired upon only be users with "System Management" access rights.

ODBC Compliant Data Files –

Series 5 data files may be accessed as ODBC compliant data sets using an optional interface product.  A variety of different applicable ODBC compliant utilities such as MS Excel, MS Access and Crystal Reports may then be employed to generated custom inquiries and reports.

Grid Display and Data Entry Screens –

In all Series 5 applications extensive use of grid display screens are employed.  These screens are made of a grid like table that displays anywhere from 10 to 20 different items at a time along with a number of their properties.  Similar to a spreadsheet, each row represents a master record item, or a transaction record.  The operator can navigate through the given file using assorted push-buttons and/or keyboard keys updating this grid window display.

Support for Multiple Network Printers –

The system allows you to define an unlimited number of Print Queues.  Each Print Queue has it's own set of properties like network printer, font, forms and margins.  When any reports or forms are generated and printed, the operator can select which Printer Queue the job is to be sent to.

Any given network printer may also be captured, and assigned to one of the Series 5 Print Queues.  When either the operator or the application function selects that Print Queue, the system automatically prints to the assigned capturdd printer.

Reports are Printed, Archived or Viewed –

When any report or forms printing function is executed, the operator is presented with the Print Options screen.  From this screen, they may select to send the output to a printer, have it "Archived", display it to the screen or saved it to a disk folder as an MS Word document, a PDF document, or a simple ASCII text file.  Any or all of these output destinations may be chosen.
  • "Archived" reports are stored and may be later viewed or printed
  • Reports displayed to the screen may be browsed.  You can position back and forth from page to page; and a search function is also provided.
  • When output as MS Word documents they may also be directed to be printed to specific printers. Pre-define configuration settings are also used to specify fonts and templates to be applied.  Also, you may select to have the output emailed.
  • When output to a printer, up to 9 copies may be printed.

Simultaneous Execution of Multiple Menu Items –

The Series 5 application menus provide the ability to select and execute up to 9 functions all at the same time.  Each executes in their own window independant of one another.  A list of the functions that have been launched are displayed within a frame at the bottom of the applications' menu screen's window.  From the Window menu-bar drop-down menu, the operator can terminate, hide, or cascade the executing functions' windows.

Data Import and Export Functions –

The Series 5 applications provide for the loading or dumping of data from or to your favorite spreadsheet.  Data can be read or written directly to Microsoft's Excel, or tab-delimited text files.  You can build your Customer Master file, Chart-of-Accounts, or maintain Budgets in your spreadsheet and load them into the system very easily.  A number of the applications' analysis and reporting functions also offer the option to export the accumulated data.  Data Import/Export is offered for a variety of different transactions and master records or analysis reports.

User Defined Wizards –

Each of the Series 5 applications provides for the opporunity to define a number of Wizards.  A Wizard is a program that automatically performs a series of steps.  Each step is basically one of the menu items that is associated to the application.  Up to 20 Wizards per application may be created, and each with up to 10 menu functions.

Scheduled Menu Item Functions –

The Series 5 Menus offers the ability to define certain functions to be scheduled for particular times of the day, of a given date, at specified intervals.  Tabbed sub-screens display those functions that have been scheduled and are Overdue, Due for Today, or Coming Due.  The operator must click the push button in the sub-screen to select these functions to have them executed.  Once the function is finished, the operator will be prompted to reschedule the job.

System Monitor Utility –

At any time, the system keeps track of which users are currently logged into the system, and what menu function they are executing.  This information is available for display by selecting the Monitor Usage utility.

Batch/Night Job Processing –

A number of the Series 5 applications have functions that may be executed as a background or delayed night job.  These also can be set up to be re-occurring automatically at different time intervals.  Jobs are executed using a Job Processor that can be configured to service different Job Queues and run as multiple instances on different client computers.