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Group of programs: Business automation
Accounting of clients when selling currency
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Accounting of clients when selling currency in the USU Software is an operation, more precisely, an automated procedure, when the selling is automatically recorded in electronic documents, changes in funds, including currency, are displayed in the current balances in an instant, in parallel, the corresponding documents are generated, which you can easily print. Under the selling of currency, transactions of settlements are considered in foreign currency, which occur when conducting foreign economic activities, calculating daily allowances of an employee's business trip abroad, having a foreign exchange agreement, and others. The main thing in operations is taking into accounting the difference in the exchange rate when selling currency and writing off the requested amount from the client's account since even if it happens on the same day, it is not a fact that the rates will coincide. Therefore, the difference between the declared amounts will be considered, which can be both positive and negative.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-11-05
Video of accounting of clients when selling currency
Accounting of clients when selling currency is, of course, part of accounting, which is the subject of the USU Software automation system and, in some respects, is like an accounting of currency sales in other programs. However, there are significant differences between them, which will be noted below. The program of sales accounting in different values works without a monthly fee, while using other accounting services it is required to make it monthly. The cost of the USU Software of clients accounting when selling currency is one single payment at the conclusion of the contract, which is completely repulsed after several months of using other products and then goes free since the program becomes the property of the enterprise from the moment the contract is paid. The principle of operation of the clients’ accounting configuration is completely like other accounting systems, although there are important advantages of our application.
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You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.
Who is the translator?
Khoilo Roman
Chief programmer who took part in the translation of this software into different languages.
The interface of certain software is quite complicated, so it will be difficult for an employee without user experience to navigate the program of registering transactions when selling currency. Whereas our configuration of clients accounting when selling currency has a very simple interface and easy navigation. Anyone without computer skills can work in it as the algorithm of actions of conducting automated accounting is so clear in it, comparing with other offers. Such a difference can be convenient to an organization related to foreign exchange transactions since it does not require special training and a short master class for users organized by the USU Software’s employees is quite enough, which is held after installing the configuration of currency sale transactions accounting. But the number of invited employees should not exceed the number of licenses purchased as the software is distributed within the organization in the form of separate licenses for conducting foreign exchange sales transactions in automatic mode, which is also reflected in the agreement.
Order an accounting of clients when selling currency
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.
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Send details for the contract
We enter into an agreement with each client. The contract is your guarantee that you will receive exactly what you require. Therefore, first you need to send us the details of a legal entity or individual. This usually takes no more than 5 minutes
Make an advance payment
After sending you scanned copies of the contract and invoice for payment, an advance payment is required. Please note that before installing the CRM system, it is enough to pay not the full amount, but only a part. Various payment methods are supported. Approximately 15 minutes
The program will be installed
After this, a specific installation date and time will be agreed upon with you. This usually happens on the same or the next day after the paperwork is completed. Immediately after installing the CRM system, you can ask for training for your employee. If the program is purchased for 1 user, it will take no more than 1 hour
Enjoy the result
Enjoy the result endlessly :) What is especially pleasing is not only the quality with which the software has been developed to automate everyday work, but also the lack of dependency in the form of a monthly subscription fee. After all, you will only pay once for the program.
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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 when selling currency
The configuration of clients accounting when selling currency can expand the functionality by introducing new functions and services to the existing ones - like a designer, where each next detail makes it possible to increase the significance of the basis. Connecting a new service implies payment, which is also one-time and covers its price with the installation. This is always carried out remotely by USU Software’s specialists via an Internet connection. In addition to the listed superiorities such as the absence of a subscription fee and an accessible interface, the program performs procedures of other types of costs accounting that the organization incurs in carrying out its activities.
When selling currency, clients are accounted in the client base formed over time, where personal data and contacts of the client are registered, copies of documents are attached to their personal profiles, including those confirming their identity. The database also stores the history of transactions and other relationships with clients, sent quotations and texts of advertising and information mailings, which the program organizes while promoting its services. To interact with clients, electronic communication functions in the form of voice messages, Viber, e-mail, messages, and a set of text templates has been prepared to ensure mailings for any reason of contacting customers.
It should be noted that all databases presented in this selling currency configuration have the same structure of information distribution, when in the upper part there is a general list of items that form the basis, in the lower part of the screen a tab bar is formed, where the parameters of the item selected at the top are presented separately. In general, all electronic forms that perform similar tasks, but of different operations, are unified, which speeds up the work of users since there is no need to switch attention to the location of the data - it is always the same. This is one of the qualities that make the program available to everyone. All forms of entering data by users also have the same format and principle of filling out, which, in addition to speeding up the input procedure, also can form a strong connection between values from different categories in order to exclude the possibility of errors.