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Country availability: Open to all countries
Operating system: Windows
Category: Pharmacy management system

Tables for exchange office

Tables for exchange office

Tables for exchange office

Exchange office tables will help analyze data for each currency, reflecting balances and automatic calculations. The work of exchange offices is directly related to a large number of financial transactions, daily conversion of large sums of money, therefore there are risks in the form of errors, shortages and inaccuracies when displaying in reports. In order for exchangers to work properly, and the business to generate profit, it is worth considering purchasing specialized assistants that optimize resource costs and increase productivity. When exchanging currencies, every nuance is important, problems may arise with the slightest inaccuracies. It is important to control and record every digit when buying or selling.

The only solution for automation of work and optimization of resource consumption is the latest generation program "Universal Accounting System". Among all the programs presented on the market, the USU utility occupies a special place considering its multifunctionality and automation of work at an affordable cost. The software has already proven itself on the positive side, providing unlimited opportunities for users around the world. In addition to the affordable cost, the application is also distinguished by the absence of a subscription fee. Users will feel comfortable in the application, given the convenience, beautiful interface design, individual settings and user rights. The utility is suitable for any level of user, providing an automatic format for completing assigned tasks.

Tables for exchanger

The tables for the exchanger can be moved in Excel format or generated anew. Importing data allows you to quickly fill in the required cells with information, highlighting them in different colors for visual convenience. The program also supports the work of different formats, quickly converting materials and saving them in a single information base. Volumes allow you to save large amounts of information, without compression and deformation of data, for a long period of time. In the software, users of all departments can use templates when working with document flow. Materials will be generated with the assignment of a document or report number, dating and reflecting in the register.

Filling in to avoid erroneous input or waste of time will be performed automatically, moving information from available sources. The application provides for the registration of exchange office employees individually, reflecting personal information with a secure login and password in a newly created account. Login is made from a shortcut on the desktop, without granting access rights to third parties. In the utility, the delimitation of access rights between employees is provided in connection with the protection of confidential information. Thus, cashiers, accountants, and managers will have additionally configurable rights. The system provides for personalized account settings so that exchange office employees feel comfortable performing financial transactions daily. Different languages can be used, interacting with foreign clients, developing business and expanding the customer base.

Table for exchange office

The table for the exchange office will help to rationally evaluate the dynamics of converting funds, identify the most popular currencies, compare turnover (income and expenses). When setting up and using the software, the manager will be provided with up-to-date data on all branches, combining them into a common information network, with indicators of actually completed transactions in the reports. Reports will be automatically generated upon request for any period of time, making it possible to make informed decisions. Employees, after registration, can interact with colleagues, exchanging messages with information data over a local network or the Internet. The manager can see each employee in real time, reflecting actual indicators on the monitor of the main computer, taking into account the integration of all user devices. Thus, downtime in work or leakage of information, violation of discipline are excluded. With proper operation of the software, the possibility of a convenient format for managing work activities is assumed. Accounting for transactions made, time worked will be performed automatically, recording general indicators of salary accrual in reports. Each employee's report will contain up-to-date information on all financial transactions carried out.

Table for currency exchange office

The table for the currency exchange office is fully automated, with all completed transactions reflected on the monitor screen. Given the formulas entered for calculations, there is no need to perform calculations manually. Therefore, the facts of erroneous input and falsification of indicators are excluded. When conducting transactions, the application will automatically generate a check with a seal for the client. Financial processes will be fully automated, with the need for cashiers to enter only the amount of the convertible unit. The calculation will be performed by an electronic calculator in a matter of seconds, also providing for a discount for regular customers. The discount can be calculated automatically, indicating the client from a single CRM database or manually correcting the discount amount by the cashier.

In the application, data on all currency names will be displayed on the screen, highlighted in different colors, reflecting balances, sales and purchases. The system also has the ability to analyze data on changes in exchange rate differences, submitting reports to the national bank. Reports and tables, graphs and diagrams will be generated automatically. In order for all processes to be performed accurately, with confirmation, reading and recording of materials from video cameras is provided. Thus, control over each branch, cash desk will be carried out on an ongoing basis, automatically reading and excluding various violations. The program can integrate not only with banks, but also with social networks, a website, reflecting actual currency exchange offers for customers. Customers can independently familiarize themselves with the offers of the exchange office, submit an application or consult with a specialist.

Table for exchanger

The table for the exchanger provides for maintaining a separate information base on clients, with the necessary information on contact phone numbers and e-mail, address, passport number and scanned documents. A photo will also be attached to identify clients at the entrance to the exchangers. In this way, it is possible to prevent blacklisted persons from entering the exchangers. The presence of a CRM database simplifies the work of employees, seeing up-to-date information on each, taking into account the analysis of constant requests for a discount when exchanging a particular currency. It also provides for sending messages to e-mail or mobile operators to provide information necessary for clients on favorable terms for currency exchange, opening of new branches of exchangers, reminders of scheduled meetings and currency transactions. In addition to mailing, it is envisaged to use the latest telephone function of the PBX, reading phone numbers to answer a call with the provision of up-to-date data to clients upon request. In order for the employees of the exchange office to be able to operate information data quickly and easily, it is supposed to use a contextual search engine. Data is provided to users only to the extent stipulated by the job description. This method allows you to eliminate information leaks and does not interfere with unnecessary information during work processes.

Tables for currency exchange office

The tables for the currency exchange point will be correct, and the safety is reliable. The software also allows you to create tables and documentation in a timely and high-quality manner. Working with the 1C system provides high-quality accounting, promptly providing reports on the actual financial transactions to tax authorities, banks, and management. Based on the generated reports, automated analysis is available for rationally taken measures by management. The automated software has multifunctionality due to the availability of state-of-the-art functional solutions. You can also master the application by testing the capabilities in your own business when downloading the demo version. The test version is free and helps you learn more about the accounting, control and management system. The short-term validity of the test version is the only drawback. On the site, you can select modules and tools, as well as consult with specialists who will help you install and configure configurations.

Video of working with tables for an exchange office

Options for filling out a table for an exchange office

The following list represents some features of Special Software. Depending on the configuration of the software, a list of features may vary.

  • The automated utility has unique capabilities that help to build the correct work regime, with management and control of the exchange office, making currency exchange with documentary support;
  • ach employee will be registered in the database under personal credentials, with a secure login and password, and analysis of work activities;
  • he schedules will be generated automatically, providing for subsequent monitoring of implementation with the calculation of wages based on actual calculated indicators;
  • ll calculations are reproduced by an electronic calculator with input algorithms;
  • he unified information system provides control and accounting of an unlimited number of exchange offices, recording and analyzing the general indicators of financial transactions, income and expenses in the reports;
  • or each client, a separate card will be maintained with full name, personal data, address, discount percentage on financial transactions, information on completed transactions and planned ones;
  • inancial activities will be reflected in accounting through integration with the 1C system, simplifying and improving the work of the entire business;
  • ynchronization with various metering devices, cash register equipment, services, social networks;
  • elephony helps interact with customers by reading contact phone numbers to answer calls and promptly provide information upon request;
  • ontrol is carried out using video surveillance cameras installed in all branches of exchange offices;
  • nternal local connection of all working devices for fast exchange of information;
  • he information base contains unlimited volumes of information, with a long storage period in an unchanged state;
  • he electronic search engine makes the work of users easier, instantly providing information according to the level of employment when entering a request into the window;
  • igital document management facilitates the work of exchange office employees by generating materials based on provided templates with automatic filling;
  • he system provides the ability to work with dozens of different currencies, reflecting the actual purchase and sale rate, balances, hovering over the window in italics to quickly convert funds, with automatic printing of checks and saving reports in the database.

Free download CRM program for filling tables in the exchange office

Below are the download links. You can download the software presentation in PowerPoint format and demo version free of charge. Moreover, the demo version has a function of limitation: by time of use and functionality.

Have questions about the demo version?
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Write or call us. Contacts here.

Buy the program

If you want to purchase software, contact us by phone, Skype or write us an email. All contact details you can find here. You can discuss all the details with our specialists and then they will prepare a contract and an invoice.