Expenses
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years
Fundamentals
Cloud Based Solution
Probably the best choice to handle the donations and the processes around it. Cost effective and flexibility of managing the performance. You can access to UDS from any device, since it’s online and enjoy more security. Ability to collaborate and automation of workflows should also be mentioned.
Mobile
Wıth UDS mobile application, you will have access from anywhere to your system. Although your implementation is more limited than web, you can do lots of things from the UDS app.
Data & Insights
You can create for different types of reports based on the available data. Either with the integrated reporting tools or via PowerBI etc. as you like.
Multilingual
UDS system is presented to the user in a multilingual way. UDS is available in English, German, French and Turkish. Further language packages can be added.
Contract Management
You can create and update your contracts which is integrated in the customer module, add expiry notifications and templates. In order to make the contract process creation easier, in UDS you can create predefined HTML templates that can be used each time a contract is created.
User Support
Users can raise tickets for any incidents or requests which can be assigned to pool, to a department or even to a support user. All the communication between the ticket raiser and the support user takes place here. Support performance such as SLA breaches can also be measures.
Stock Management
You can manage your store with the process steps ordering, storing, tracking and monitoring of the goods. The goal is to optimize the stock level all times to minimize the costs and improves the cashflow.
Task Management
Effective collaboration is crucial. Manage the tasks and make them transparent for the team members.
Customers
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
Knowledge Base
You can see the guidelines in different language options for each module in the UDS system.
System Monitoring
System performance values can be viewed under the admin area.
Invoices
UDS allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.
Project Management
System performance values can be viewed under the admin area.
Estimates
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Ticketing System
Great support ticket system with auto response, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses, email piping.
Calendar
You can integrate your events to the calendar module. You can determine the location and the number of participants. Also you can receive notification for upcoming events.
FileShare Media
Huge number of files can be stored or exchanged with the system users.
Access management
You can create and effectively manage different users, groups, roles, and policies in the system.