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.