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Attaché is an easy-to-use, flexible system designed to assist with all your accounting requirements. It provides fast, accurate and detailed information to help you control the day-to-day running of your business.

The volume of information your Attaché system can handle is enormous, restricted only by the capacity of your computer's hard disk or your server.

The software has been designed with clear easy-to-read screens and plain-English messages to ensure smooth, speedy operation. You can tailor the software to suit your particular needs by selecting from the many features and options available.

About companies

Each set of business records you work with is called a company. Any number of different companies can be set up — the only limitation is the capacity of your computer. For more information see Setting up a new company - overview.

Using the Sample Data companies

If you wish, you can start using Attaché as soon as you have installed it. You can explore the software using the supplied Sample Data company to see how the details are organised and gain an understanding of how the software works. 

Supervisors and users

The software includes two users which are already set up — Supervisor, which has full access rights to all operations and cannot be deleted; and Sample, which has limited rights (for example, Sample cannot set up companies or users) although this can be altered. For more information see Signing on as supervisor for the first time and Setting up and managing users.

Customisation

Apperance and display

A number of different display options are available for the Attaché window and task screens, which can be set up on a user-by-user basis. Display options include choice of menu style and the toolbar appearance. For more information see Task screens and Setting up and managing users.

General ledger sets

General ledger sets provide enormous flexibility in directing general ledger information for reporting and for posting purposes. Each set contains groups of account codes to be updated. A set must be allocated to each customer, product and supplier. For more information see Setting up General Ledger Sets.

Design your own transaction-entry screens

You can design multiple transaction-entry screens, as well as user-defined screens for individual users. For more information see Setting up user-specific transaction entry screens as well as the Screen Designer guide.

Design your own forms (print layouts)

You can design a virtually unlimited number of different forms (print layouts) for your various business needs, including cheques and combined cheque/remittance advices. For more information please refer to the Forms Designer Overview .

Entering and finding information

Find (F2)

When you cannot remember a code you can quickly look it up using the find facility. Several search sequences are available that make it extremely easy to find any code. For more information see Using the Find (F2) facility.

Standard messages

Standard messages allow you to store information that is used often and thus avoid repeatedly typing the same details. You can create any number of standard messages which can then be accessed throughout the software. For more information see Using standard messages.

Notes

Notes options let you record additional details on each individual masterfile record. For example, with Supplier Notes you might add notes about contract terms and significant telephone conversations or with Payroll Notes you might keep track of details such as training attended and personal history.

 Notes, such as major system events or changes, can also be added to each company. For more information see Using Company Notes.

Drill-down facility

Drill-down facility lets you quickly access documents, transactions and masterfiles from within task screens. Fields that have drill-down capability are indicated by a red corner. For more information see Using the drill-down facility.

Document delivery serivces

The Attaché document delivery service lets you automatically email and fax documents created in your Attaché system, such as invoices, statements, orders, remittance advices and pay advices.

  • You can test that your system is Alex-ready by choosing Tools | Company | Document Management | Test Connection to Attaché Online, which also installs the software component of Attaché Alex.
  • You can install or upgrade Attaché Alex by choosing Tools | Company | Document Management | Install/Upgrade Connector.

For complete information on installing and using Attaché Document Management please refer to the Attaché Alex Home.

Passwords, protections and menu access

Access to companies

Supervisors can determine the companies that are available to each user on the Companies List when they sign on. If a company is not available to a user on the Companies List then they have no access to (or knowledge of) that company. For more information see Managing access to companies.

Passwords

To help secure your information, each user should be required to enter a password to sign on to Attaché. Passwords can also be used to limit access to certain tasks, such as user-specific transaction-entry screens. For more information see Setting up or changing a password.

Password levels

Password levels can be set for each user, and then assigned to certain fields to prevent unauthorised users from accessing the field. Use this facility in conjunction with menu access rights to secure your data. For more information see Applying password levels to fields.

Menu access rights

You can protect access to information by specifying which tasks or menu functions each user can access. This ensures that users only have access to the information that they require. For more information see Setting up menu access rights.

Managing data

Data System Status

You can check for data errors at any time. For more information see Data integrity and maintenance.

Compress Database and Index File Optimiser

You can compress your files to gain more operating speed and disk space. For more information see Data integrity and maintenance.

Backing up and protecting your data

You use Attaché Archive to create backups of your Attaché data and to restore data should it become necessary. Attaché Archive is accessed via the File menu. For more information see Creating backups by using Attaché Archive.  

Supplementary files and templates

Your Attaché system includes supplementary files such as templates, form layouts and tax scales (for Attaché Payroll). From time to time these files are updated, such as when the tax office changes payroll tax rates. Updates are announced via email, here in the Help Centre and in the on your Attaché desktop portlet, in our email news bulletins and are available for download from the Access Customer Success Portal

Your Attaché system also includes a current Australian postcode file.  For more information see Maintaining postcodes (Australia).

Reports

Standard reports

Your Attaché system contains a wide range of standard reports. Reports can be sent to a printer, to the screen, or to a disk file. With Attaché ExpressLink (see below), reports can also be sent to other programs and via email. Selections and printing requirements for each report can be stored by each user, and can be copied from user to user and company to company. For more information see Producing reports.

Attaché ExpressLink lets you open, save and send Attaché reports in different formats and different programs. For example, you can choose to open an Attaché report in MS Word or MS Excel, email it, or save it in HTML or CSV format. For more information see Exporting reports with Attaché ExpressLink.


REF: A000797.02 



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