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.
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.
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.
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.
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.
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.
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:
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.
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 queryUniversal has a built in help facility. Simple press F1 when in Universal.
Videos are also available to help customers use Universal.
View online videosRemote 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 TrainingWe 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.
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.
"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
Call 0845 83 82 666 for a informal chat with our sales team or select one of the options below.
