Automation of exchange office

Automation of exchange office

Automation of the exchange office begins with the involvement of specialized software for the implementation of planned processes. Modern technologies improve the work of each enterprise, bringing it to a completely different level, with the development of business at a rapid pace and an increase in profitability. Modern programs allow you to quickly carry out assigned tasks, work with any currencies, reflect data in an electronic statement with digital document management, interact with clients with tracking of persons from the black list, as well as control and manage funds by balances. Also, when implementing the program, there are no fraudulent activities when employees of the exchange office perform work. If you are interested in the program from the company "Universal Accounting System", then we suggest that you settle down more comfortably for a further description of the functionality of the automated assistant. The software is multifunctional, multi-user and is suitable for use by any employee, regardless of the level of understanding and use of the application. Thousands of satisfied users advise you to install and use the USU software around the world.

The software is convenient and automated, allows each user to find a suitable language for further work. Together with the native language, it is possible to use an additional language for interaction with foreign-language counterparties. The application is also available in the price segment of any organization, without hitting the pocket, but only developing the business and increasing the volume of income. The program for automating exchange offices also supports a personally selected style for user support, offering a choice of theme designs for the desktop screensaver. Each user will feel comfortable, quickly performing work assigned in accordance with work schedules, if necessary, using reference books and expert advice. The system begins with opening the application by clicking on the shortcut on the desktop, pre-registering for the subsequent formation of an account, which is intended for use by only one employee. Login is also carried out using a secure login and password, which ensures the safety of the accumulated confidential information, and also eliminates information leaks, data falsification, etc. Also using accounts, users will be able to transfer information over the internal network, taking into account the synchronization of all working devices.

Exchanger automation

Automation of the exchanger will become the simplest task, assuming universal and unlimited possibilities. The software provides automation in the exchanger, taking into account the detailing of the data displayed in the system. All work processes will be recorded, controlled by the status of actions of not only employees, but also clients of the exchange office. The unified information system provides the ability to manage an unlimited number of exchange offices, combining them into a single integrated network, reflecting financial activities with all expenses and income. It is also assumed that the division of user capabilities is both by labor authority and by the level of access to information materials that are automatically created and saved in a single cloud storage. It is also worth considering that the cloud storage assumes the storage of unlimited volumes of materials in the supported Excel and Word formats, without providing for time limits.

Users can quickly use the relevant information, using the electronic search engine daily. The program provides the ability to track all employee actions, competently keeping records of work activities, forming in the graphs the calculated indicators for the subsequent payment of monthly wages. Also, to exclude the facts of fraud, as well as identify the identity of persons from the black list, it is assumed to use video surveillance cameras that read and record video materials in real time. It is envisaged to use the scanning and identification function. The program can analyze the number of daily requests from customers, compare data with previous periods. It is also possible to make a comparative analysis for each cash desk daily, at each exchange office. Work with the most relevant currencies is available, as well as rarely used ones. Thus, it is possible to competently carry out accounting of all foreign currency with maintenance in the required volume, also viewing the order of a particular amount.

Program for automation of exchange office

The program for automation of the exchange office provides the ability to maintain accounting, displays everything in statements, documents and reports. Files will be automatically generated using existing electronic templates, which are promptly filled in both manually by users and automatically transferring this or that information from various media. The software significantly reduces the loss of time, the invested efforts of users, which will be directed to more necessary goals and tasks. The program for automation of exchange offices also provides for the use of a task scheduler, entering specific goals with specified deadlines for the execution of work. Thus, backup will be performed automatically, providing users with up-to-date information on the quality and date, time of execution. It also provides the ability to send information messages.

The program provides for the use of a special window for the implementation of currency exchange in a matter of seconds. The electronic window will display current information on the balance of funds in any world currency, taking into account the purchase and sale, additionally reflecting the national bank rate. It is possible to click on a certain currency with the display of data on the amount of exchange and indicating the client applying a discount, which is provided to increase loyalty. To improve the quality of work and speed up work processes, it is also assumed that certain cells are highlighted in different colors. It is possible to use various cash register equipment. For clients, as financial transactions are completed, a check will be automatically printed, providing detailed information for the cashier with the transactions listed. Thus, employees will not get confused in the work performed, displaying full details of the data in the system. The manager, without wasting a single minute, will control each network of the exchange office in the audit report.

CRM for exchanger automation

Multifunctional CRM utility for exchanger automation, provides for maintaining a single counterparty database with actual display of completed work, regular addition of information on transactions and currencies used. For each client, contact information will be entered into the electronic card, which is used in a convenient form to send messages with information on the status of the exchange of transactions, on profitable applications, on discounts provided, etc. Clients can contact exchange offices to order an amount, clarify this or that information. For fast customer service, as well as increasing loyalty, the use of the PBX telephony function, setting up an answering machine is provided. Conversations will also be recorded to improve the quality of service.

It is envisaged to increase the level of service by interacting with customers and receiving feedback and assessments for the work of the staff of the exchange offices. By means of a specialized program, it is possible to carry out a number of important tasks quickly and efficiently. The CRM database for automating the exchanger will be classified taking into account the display of clients by category. The system will not let employees get confused when calculating funds, taking into account the regular change in the rate, automatically calculating the final amount of conversion with an electronic calculator. To learn more about the software, use the free trial version, you should immediately follow the link below to the official website. The site also contains reviews of thousands of satisfied customers around the world, a short video review of software management, as well as contacts for communication with specialists.