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Tips and Tricks

[vc_row][vc_column][vc_column_text]Looking for tips and tricks on customizing USL Financials? Look no farther - we've gathered a list of popular settings that help you do things like configure its appearance, build a list of your favorite screens in each module, and set a quick start opening form.[/vc_column_text][/vc_column][/vc_row][vc_row el_id="configappear"][vc_column][vc_text_separator title="Configuring Appearance" i_icon_fontawesome="fas fa-user-cog" css_animation="bounceInDown" add_icon="true"][vc_column_text]You are familiar with the standard "blue" appearance of the modules in USL Financials, but did you know you can change your color scheme and fonts? From any USL Financials module, simply click Utilities on the menu, click the My Settings menu, and then click Configure Appearance. From the Configure Appearance screen, click in the areas highlighted below to configure your color option for each of those sections.[/vc_column_text][vc_single_image image="1745" img_size="large"][vc_column_text]You can also control the font used in specific sections of USL forms by clicking in those highlighted sections and selecting your

Latest Development

Budget Options • Calculated Budgets • Separate Budget Controls Encumbrances, Actuals, and Projects • Printed Budget Transfer Requests Pop-up form allows you to specify which budget types to aggregate: Specify which budget to check by type of transaction: Control which budget types require approval before making adjustments (i.e. Transfer Requests): Budget Transfer Requests: Budget Transfer Requests- Preview: Final Budget Transfer Request with signatures option:

Latest Development

[vc_row][vc_column][vc_column_text]MICR Check Printing        •        Electronic Payment Options (EFTs)        •          Positive Pay USL Financials Accounts Payable contains all the functions necessary to track, distribute and pay invoices. This module integrates with the Purchase Order, Inventory Management, Project Accounting and Fixed Assets modules to price and quantify purchase orders created by the system. [/vc_column_text][vc_empty_space height="20px"][mnky_heading title="Features"][/vc_column][vc_column width="2/3"][vc_column_text]Paper Checks • Automated check processing for plain paper check printing on safety stock with MICR encoding. • MICR Check Printing feature eliminates the need for pre-printed and numbered checks for each of your bank accounts. • Eliminates the storage and security issues as well as check-number logging and control issues associated with pre-printed and pre-encoded check forms. • Configure the check printing options to meet organization needs. • Ability to print up to two signatures of your authorized Officer or Officers on the checks with secure integrated Signature. • Blank check stock may

Partners

CreateACheck provides an easy MICR check-writing solution with email remittance capabilities and the ability to process ACH payments that is fully integrated with USL Financials.[vc_row][vc_column][mnky_heading title="Other Partners"][mnky_related_posts no_tags="on"][/vc_column][/vc_row]

Partners

Andar/360 Fundraising Software is a powerful yet user-friendly fundraising management system developed by Helix. It offers advanced donor relationship management functions, as well as other campaign management functions for residential and workplace campaigns including pledge and payment processing, donor designations tracking and payouts, direct mail, etc. An integrated ePledge/CRM module provides a modern channel for communicating with donors and receiving their pledges and payments through the Internet. Auxiliary optional modules such as Information and Referral, Volunteer Matching, Allocations and Outcomes are closely integrated. Financial data is easily transferred to USL Financials fund accounting software.[vc_row][vc_column][mnky_heading title="Other Partners"][mnky_related_posts no_tags="on"][/vc_column][/vc_row]

USL Financials’ Financial Accounting Suite of Applications provide a fully-integrated, full encumbrance fund accounting system, offering all the financial management features needed today by not-for-profits and government agencies for making smart strategic decisions, achieving the highest level of fiscal accountability, and evaluating performance.

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