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Financial Portrait Integrated Features


CONCURRENTLY OPEN ACCOUNTING PERIODS:
Up to 15 accounting periods can be open for transaction posting.  Groups of transactions can be restricted to within a single fiscal period.  Posting within closed periods is controlled by the manager and can be limited to certain types of transactions. 

PRELIMINARY ACCOUNTING PERIOD CLOSES:
Users can simulate the period close in order to perform preliminary review of period and year-end results.

AUTOMATED EXTERNAL INTERFACES WITH DYNAMIC FEATURE SELECTION:
Each Financial Portrait application supports posting of entries generated by other business application systems.  Extensive "guard code" is included in the posting procedures to ensure integrity of the incoming data and its compatibility with the existing information already in the database.  New categories can be set up as needed, in order to differentiate transaction source, type, edit functions and in some cases, even the data elements involved.

ON-LINE ENTRY WITH REVIEW PRIOR TO POSTING:
Financial Portrait provides current views of all data, including accounting transactions pending by other users.  The posting process, which flags the transactions as permanent, is indicated in a process separate from the entry process.  This results in cleaner transaction sets the first time with less correcting and adjusting entries.

MENU AND SESSION TAILORING:
The security officer or application manager can set up and tailor the menus.  Each user code is assigned an initial menu and company.  Menu hierarchies can be created specifically for departments or individuals.  Executive inquiry menus can contain options from several different applications.

FLEXIBLE SECURITY OPTIONS:
The ability to run the software functions is controlled by a security module.  Financial Portrait User IDs are setup and given access rights to menu options in several ways.  Permissions can be granted by application, individual function, and/or processing mode.  This internal security system is in addition to the i5/OS server operating system security, which prevents unauthorized users and groups from viewing even the existence of secured portions.

MULTIPLE COMPANY DATA BASE:
Single company data and corporate data (shared amongst multiple companies) co-exist in the same physical database.  Information common to all companies does not have to be redefined or duplicated as it does in many packages (accounting periods, processing codes, customers and vendors, etc.).  New companies can be added to an existing environment easily, without service commitments from our support staff or your in-house IT department.  Multiple-company inquiry and maintenance authority options are separate permission categories that are available on a per user basis.  Consolidation of balances across multiple companies is available through the financial statements report writer (to authorized users) without behind-the-scenes physical database manipulation.

REFERENTIAL DATABASE INTEGRITY THROUGHOUT DATA LIFE-CYCLE:
Data integrity is consistently maintained during all phases of maintenance and entry.  The system prevents deletion of certain data, such as deletion of a summary account, which may have a report, or other summary accounts dependent upon it, or a customer or vendor with open items.

HISTORICAL DATA ACCESS:
Summarized balance data may be retained for comparison reporting for an unlimited number of years.  Disk storage requirements for this type of data are minimal.  Transaction detail is always available for the current year and can be kept longer if desired.

BACKUP AND RESTORE PROCEDURES:
The software includes automated backup and restore procedures.  This provides an ensured method of saving the data base information, as well as recovering from hardware system failure.  Information reset procedures insure status information is synchronized if failure occurs during entry of complex transactions.

AUDIT TRAILS:
Optional audit trails of master file information can be automatically generated into data base files.  This information can then be accessed for reporting purposes.  The audit trail data includes the user profile, the Financial Portrait user code, workstation ID, time, date, and whether the processing function is add, change, update or delete.

USER TUTORIALS:
Provided to assist new users in understanding the system, the tutorials are self-paced learning documents that use color form pictures and descriptive text to lead the new users through their first experience with FPS.

USER REFERENCE MANUALS
We provide a complete and comprehensive user-oriented reference manual for each application.  All forms within the product are included in the documentation along with detailed explanatory text for each form.  In addition, a major focus of the manual is how to use the application systems to satisfy your company's unique business requirements.

FORM SENSITIVE HELP TEXT:
The user reference manuals are available for use when running a Financial Portrait function.  Each form points to a particular page in the manual.  When the help key is pressed, the user is delivered to the help text panels associated with what he or she is working on.

CONTEXT SENSITIVE USER ERROR MESSAGE DIAGNOSTICS:
In addition to the standard error message text that appears when an error is detected during an online session, more extensive diagnostic information is available at the next level of detail.  This information is context sensitive and is directly related to the error message condition.  Often times the user is given additional reasons for the error and/or other options for correction based on specific situations.

PRODUCT ENHANCEMENTS:
An aggressive enhancement policy exists for the Financial Portrait Software System.  New releases of the product are available on a regular basis.  New release enhancements are often based on suggestions made by users both during and after the initial implementation phase.

CUSTOMER SUPPORT:
Immediate answers to customer questions are available via phone by trained representatives.  These representatives are familiar with the overall business requirements of the applications as well as the technical details of the software.


Financial Portrait v4 Copyright by Tegratecs Development Corp., 2005-2009, 2012-2013 All Rights Reserved.

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