Universal Sales Financial

  •  Try the system with a 7 day trial account
  •  Straight forward easy to use sales software
  •  Simple pay as your go subscription
  •  60 minute online setup
  •  FREE help desk support
  •  FREE automatic upgrades

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Overview of key features

Universal sales has enhanced management capabilities for sales invoicing and payments. Multiple invoices can be raised against vendors or purchasers. Payments can be marked as paid into specified bank accounts and reconciled. With these new features also come a series of new reports to help manage the data.


New invoice screen

The invoice tab within the vendor window has been completely redesigned making it easier to view the required information in one place.

From this tab you can raise the invoice for the sale that is worked out automatically based on the selling price. It is easier to see the solicitor and purchaser involved with the sale, with ‘Go To’ buttons taking you directly to their records.

Tenancy
Invoices

Create multiple invoices to vendors

You can now create multiple invoices for the vendor. This is perfect for agents who charge an upfront fee and then a fee on completion.

Alternatively, if you wish to charge separately for additional services such as EPCs or premium Rightmove adverts perhaps before the sale completes, this is now possible.

Email invoices to vendors/solicitors

As well as printing invoices for vendors and their solicitors, the system now comes with email templates. Therefore, with the click of a button emails can be sent directly.

Setup agent bills & credit notes

Universal allows you to add your own bills onto the system. You can associate a supplier with the bill and build up a list of commonly used suppliers. Also if you need to pay monies back to any parties this can now be done by creating credit notes.

Manage and reconcile banking

You can add bank accounts into Universal that payments are received into or paid out of. When a payment is marked as being paid, the user specifies the account the payment has come into, method of payment and the date. The same is also done for any payments made out.

With recording this data, Universal will build up a bank statement based on this information. There is also a reconcile screen that can be compared to your online banking or bank statements.

Enhanced reporting

There are now several new reports that can be generated for the sales financial figures. Reports can be filtered down based on various items including date range. These include:

  • Invoices summary
  • Profit & loss
  • Received payments
  • Payments made
  • Detailed invoice breakdown

Training & Support

Universal is designed to be easy to use but also has features which some clients may need extra help with. Thesaurus Technology's support team provide help in every area of the software.

Phone Support

Unlimited phone support is included in ALL subscriptions to Universal.

Call 0845 83 82 666 and a member of the support team will be willing to help you.

Raise a support query  

Online Help & Videos

Universal has a built in help facility. Simple press F1 when in Universal.

Videos are also available to help customers use Universal.

View online videos  

Remote Training

Remote training is available to new, existing and potential customers.

Training lasts 1-2 hour's and can involve a detailed look or a simple overview.

Book Training  

Choose how you want to access the software

We provide Universal in two separate systems.

Universal Office is our desktop solution where by the software is installed locally on your PC and an internet connection is not required to use the software. You can only access to software locally in one location.

Cloud v Desktop

Universal Anywhere is our cloud based solution why by the software is access over the internet. This is perfect for access the software in different locations or multi office setups. Data entered into the software is also backed up.

Cloud v Desktop
Website for estate agents

"We are constantly improving and developing the software. The vast majority of changes we make to Universal come from suggestions and feedback from our clients who use the system every day. If you have any feedback or ideas, we would love to hear them…

Send us a message via our suggestion box."

Adam Holliday
Lead software developer

Happy Customers

We started our business in 2008 and spoke to Ben who assisted with our website and back office system. I can't praise the team enough - they are always on hand to help with queries.
Customer review
Lisa Quayle
Quayles Estate Agency
We have dealt with this company for over 12 years. They have always been very helpful, supportive and easy to contact. They are very pleasant to deal with and know who you are when you call. Highly recommended.
Customer review
Karen
Zone Estate Agency
Just wanted to say thank you for building a wonderful new website for Lennard & Hill. I was very keen for a 'responsive' type and I'm very grateful for all of your efforts. It's been a pleasure dealing with you throughout this process.
Customer review
Ron Lennard
Lennard & Hill
We have used Thesaurus for nearly 10 years. During this time we have received excellent service across their product range. Our web design, was patiently executed for us and nothing was too much trouble.
Customer review
Andy Wren
Location Chelmsford
Happy customers

Interested?

Call 0845 83 82 666 for a informal chat with our sales team or select one of the options below.