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Group of programs: Business automation
Accounting of clients of the exchange office
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If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.
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Who is the developer?
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Accounting of clients when buying currency is, in fact, an important factor of achieving overall success in the business associated with exchange offices, because due to this, it is possible to maintain your unified information base, as well as to interact in a more productive way with those people who most often prefer to use the services of one financial brand. Due to this reason, it is advisable to engage in almost all modern organizations and companies specializing in the previously indicated areas of activity, namely the currency exchange office, and, of course, try not to spare any necessary resources for its implementation. Also, it should be noted that due to these things it is possible to significantly improve the quality of management and contribute to an increase in cash income since the presence of regular customers always had a powerful positive impact on the success of doing business in any similar situations.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-04-24
Video of accounting of clients of the exchange office
This video can be viewed with subtitles in your own language.
During the accounting of clients of an exchange office, it is certainly extremely important to work out many different points. Therefore, it is not only necessary to promptly register passport data and record personal information but also to clearly record the exact time of transactions, responsible cashiers, the amount of cash transactions, and ensure the subsequent competent storage of information received. Subsequently, it helps in the preparation of internal reporting, the formation of accurate statistics, and the future provision of service. In the latter case, it is much easier to contact the right people and make them various offers on profitable purchases and sales of currencies, and it also becomes real to identify the most frequent and loyal customers in order to then provide them with well-deserved discounts and bonuses. With the help of the USU Software, you can calmly and effectively deal with such issues, because it provides the necessary tools, functions, options, services, and solutions specifically for this purpose. Moreover, using the program, you have the opportunity not only to keep an accounting of each client of the exchange office but also to introduce a whole variety of useful innovations into your business, which has an extremely positive effect on many important key indicators, statistical estimates, and the results of the work.
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When starting the program, you can select the language.
Who is the translator?
Khoilo Roman
Chief programmer who took part in the translation of this software into different languages.
In general, the work in the accounting of clients of the exchange office is well-developed and organised. This is due to the wide range of useful functionality and thoughtful interface, with everything that you need. It will be easy to navigate in the program with the help of pop-up reminders, which is convenient to use when there are new employees or novices in the field of exchange offices. If you wish, disable this feature via configuration of settings in order to free up your working space and eliminate all distracting factors. There is also a possibility to decorate your desktop by choosing a theme and style from more than 50 different designs. Be more creative and try to get all the best with the help of the USU Software. Do not worry about the complexity of the system. Despite a huge set of different functions and tools, the program is easy to understand and master. Every employee without a special professional background can deal with accounting in a matter of days. However, it is not all that we are going to provide. If there is a need for extra consultation concerning the guidelines of how to use the exchange office software, our supporting team will come to your rescue and give you advice about everything.
Order an accounting of clients of the exchange office
To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.
How to buy the program?
The program will be installed
If the program is purchased for 1 user, it will take no more than 1 hour
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Also you can order custom software development
If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!
Accounting of clients of the exchange office
The first thing the USU Software allows to do is to form a single database with which it is possible to perform many useful things. With the help of it, you can easily register the basic information about your clients, including personal data, contact information, mobile phone, and visit history, keep an accounting of clients, identify some of the people by attaching scanned copies of documents, edit and update already existing records, and find certain contacts. Besides, it is possible to successfully conduct the necessary communication with any persons and organizations since the appropriate tools are provided to do this. Due to the functions of carrying out mass mailings via phone messages, emails, or Viber, as well as through the technology of making voice calls, it is very convenient and effective to notify customers about any promotions, news, innovations and make various kinds of reminders, warnings, or notices.
Informative tables that conveniently display any data relevant to managers of exchange offices certainly facilitate high-quality accounting and interaction with clients. A positive point here is the fact that tables in programs from the USU Software may still be modified as you can customize the display of data according to your preferences: change the arrangement of fields, hide certain groups, fix columns, fix records, choose sorting options, and so on. A free trial version of the program of accounting of exchange office clients may be downloaded directly on the official website of our company. There are also other important materials for viewing and downloading, including special videos, articles, and detailed instructions. Note that the files we provide are free and are also intended for educational or informational purposes, and therefore, the functions and options in the test software are mainly of a presentation nature.