Sharetec Account Solutions provides a thorough approach to financial management. Sharetec streamlines processes and minimizes difficulty with streamlined methods and maximum ease of use. In addition, reporting capabilities allow you to fulfill NCUA reporting requirements for investments and quarterly 5300 call reports. It’s about maximizing freedom and efficiency while putting information at your fingertips.
Sharetec's Accounting Solutions include:
Each quarter, the 5300 Call Report Assistant automatically uploads data from different sources, saving your credit union up to 80 percent of the time typically needed to prepare the 5300 reports.
Accounts Payable lets you keep your funds as long as possible by allowing your employees to enter bills received from vendors now but having them immediately expensed and paid later, depending on the due date.
When you submit a file to your corporate or local bank containing all cleared items, Inzola will automatically update the "status" and "cleared date" fields for each check, bringing any mismatches to your attention.
With Sharetec's Fixed Asset program, you don't have to worry about a thing when it comes to depreciation and updating general ledger entries. Just give us the key details, like the acquisition date, amount, asset life, frequency, and salvage value, and we'll do the rest.
The Sharetec investment program is tightly linked with Sharetec's Integrated General Ledger (GL). There is no need for a separate ledger, and data does not have to be manually entered into the GL. To eliminate the difficulty, confusion, and potential error of multiple data entries, use Sharetec's investment system to manage your portfolio entirely.
Please contact us if you're not entirely satisfied with your current system provider or if you are interested in moving to a fully web app system. At Sharetec, we focus on improving customer-facing experiences. We hope to hear from you soon!
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