Financial Records Management Software Features
Zuercher Financial is a full double-entry accounting system, perfectly tailored to fit the unique accounting needs of a law enforcement agency.
Highly configurable – Set up agency accounts and fees to match real financial workflow.
Integrates tightly with other modules such as Civil, Jail, and Records to incorporate the financial side of operations with related records. This integration simplifies jail billing and keeps inmate expenses in the same unified system with other inmate records.
Financial data is displayed side-by-side with related records.
Cross-linking makes navigation easy by putting financial records just a click away from the related civil processes, inmate records, tow records, warrants, pistol permits, bike registrations, and parking tickets.
Automatic invoice creation saves time for data-entry personnel.
Fees can be configured to be added automatically when a certain record type is created, or sliding fee schedules can be set up to automatically recalculate as records, such as parking tickets, age.
Powerful searching – The main financial display provides an easily searchable list of financial items such as invoices, receipts, deposits, disbursements, bills, and checks. It can be filtered by elements such as record type, record number, and date range so that any financial record can be quickly located.
Permission-based access – Set up permissions to restrict access to financial records to those who need it.
A full audit trail is kept and includes access to voided/deleted financial records.
Account ledger – Check account balances, view account history, or select any transaction to view full details.
The account reconciliation feature makes it easy to ensure that all funds are accounted for, provides quick access to the full details of any transaction, and visibly flags any unreconciled amount.
Generate reports such as profit and loss reports, receipt income reports, disbursement reports, and inmate expense reports. Filter by account if desired, and choose to print and disseminate full details or summary information only.
Create invoices, record payments, generate receipts, and print customer statements. The customer list can be easily filtered to show only those with open balances or with recent activity, and customer statements can be printed in bulk.
Professional-looking printouts of forms such as invoices, receipts, and statements display perfectly in standard window envelopes and come off the printer ready to be mailed.
Easily make deposits by selecting the receipts to be included; the full details about each transaction are only a click away.
Track disbursement of funds to the appropriate parties; again, full invoice and receipt details are only a click away.
Learn more about integrated peripheral devices that make Zuercher Financial more efficient.
Read more about Zuercher Financial.