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Accounting procedure of financial investments

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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.



A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.

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Accounting procedure of financial investments - Program screenshot

The financial investments accounting procedure is established by law. Since financial investments bring income to the organization, records should be kept carefully and accurately, avoiding mistakes. According to the established procedure, financial investments include securities and shares procedure, investments in the capital of other companies, cash loans provided to others, and accepted deposits.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-11-24

This video is in Russian. We have not yet managed to make videos in other languages.

In the general procedure, the specifics of accounting for the acquisition and disposal of financial investments are considered separately. Financial acquisitions are accounted for in the order at the date of acquisition at cost. Interest-free loans are not accounted for, since they do not bring immediate profit to the organization. To account for all types of financial investments, according to the established procedure, they create their own accounting subaccount. The disposal is accounted for in the general income of the company, and the record of this is transferred from the account ‘financial investments’ to ‘other expenses’. The accounting procedure is mandatory for all organizations, while both short-term and long-term investments are subject to accounting. The monetary fund"s procedure and financial investments accounting procedure necessarily implies fixing the type, maturity, or circulation. So the financial well-being of the company is not threatened, and all its funds are properly formalized and withstand any audit, it is important to make the accounting procedure continuous, constant. The company must accurately record all expenses that it incurs when working with its own and invested funds, keep records of each operation procedure and maintain order procedure on the accounts. Some pecuniary assets require a special procedure and approach. We are talking about securities, land acquisitions, shares. Their cost may change, fluctuate, and thus, when accounting, the cost of investments must be adjusted, adjusted for the current date. Cash adjustments are provided by means from the reserve fund, which is also the task of the company. Working with financial investments is rather complicated, and includes not only accounting under the established procedure, but determining the financial feasibility procedure, the prospects of a particular track procedure, and the placement of funds. For this, the manager needs to know not only the peculiarities and the procedure of accounting activities, to have an intelligent accountant on the staff, but to engage in constant market analysis, the study of investment packages and proposals. Before resolving issues with accounting, you need to resolve issues with where, in what order, amount, and with what expected profit it is worth placing financial assets so investments are profitable. The order should be in everything - in the execution of a monetary transaction, in accounting for the timing, in compliance with the clauses of the contract. The receipt of information about the slightest changes should be recorded immediately, urgently. Hence, experts recommend using special software to work with financial investments and funds. It helps maintain order in the accounts, keeps an automatic record of financial changes, allows analyzing the investment market and looking for only profitable cash investments options, streamlining and optimizing the work of the team and the distribution of all company funds, including its material resources. The program automates work with clients, helps maintain order in the client base, settlements, procurement, warehousing, and logistics. Financial transactions are recorded automatically and reflected in the correct accounts. The manager has access to the analysis of investments, control over all processes from monetary to personnel.

We currently have a demo version of this program only in Russian.

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.



Free programs from the Internet, as well as monofunctional applications designed, for example, only for CRM or resource management, cannot act as a means of full-fledged automation. To be in every direction of work, multifunctional professional software is required. To put things in order in a company engaged in financial activities, cash investments, the company USU Software system has developed. USU Software is subject to all forms of accounting work, the program provides support in establishing constructive relationships with clients, helps plan and forecast, maintains order in the company"s warehouse facilities, helps to wisely manage all the funds at its disposal.



Order an accounting procedure of financial investments

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?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



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 procedure of financial investments

USU Software not only keeps records in accordance with the established procedure, but it also draws up documents and reports, automating labor-intensive routine processes, reducing the level of costs, and thereby increasing the profit from financial investments. The program control funds, human resources, help in marketing and strategic development. The software is not difficult to master, since its interface is simple like everything else is ingenious. The compiling databases procedure, reference books can be found within the framework of a remote presentation or using a free demo version. USU Software system does not require significant financial costs - there is no subscription fee, and the cost of the license is low. The developers have created the most secure program that saves information about cash reserves, personal data of customers, preventing leakage to the network. Employees receive personal access to the system only in the manner and scope stipulated by the position they hold. The installing software procedure provides remote work of technical specialists, and thus the accounting system is set up very quickly, no matter where the organization is located. The built-in planner helps you make financial decisions more efficiently. In it, you can draw up any plans, highlight the order of performing tasks, predict the profitability of cash investments. This tool in the accounting program optimizes the distribution of working time for each employee of the company. The program form and automatically update the customer database, and the organization can always maintain the order of interaction with them. For each client, the program allows keeping track of the entire history of cooperation. The system is automatically able to calculate interest on financial deposits, charge them to depositors" accounts, calculate loan payments, insurance premiums on long-term investments. The analytical capabilities of the USU Software information system show the most profitable monetary transactions, the most active clients, and the best placing company funds options. Based on the analysis, it is easier and easier to make management decisions. Optimization is also achieved by the consolidation of departments, branches of the company in a common information space. It makes it easier to maintain order and control, introduce automated and standardized accounting. Financial documents requiring increased attention are generated automatically by the program using templates and samples. These are promising investments in reducing the costs associated with routine. Cash transactions, expenses, and income, debts by the program are displayed in real-time. For any direction, operations, it is possible to receive an automatic report that helps in optimizing the assets and funds of the company. The reports automatically generated by the system help maintain order in the company. They show the situation in the team, in the supply, in the accounts, in the work with clients. To make it easier to compare current information with plans or statistics of past periods, it is convenient to print accounting information or display it on the monitor in a graph, chart, table. The organization work with financial contributors and partners using automatic notification capabilities. It is easy to send SMS messages, emails, voice notifications, messages to instant messengers from USU Software. The company acquiring USU Software gets the opportunity to work with international projects and investments without any problems since the software draws up documents and makes money settlements in any language and different currencies. The software shows the best employees of the company for the period in terms of the amount of time worked, according to completed projects, orders, and profit. Automatic calculation of wages is possible. Employees of the company and regular clientele receive an additional means of business communication - mobile applications running on Android. How to establish an ideal order in business in an organization, to achieve high profitability and success in business, will tell the ‘Bible of a modern leader’. BSR can be purchased from developers in addition to the accounting program.