Discover all
the features
available with Winbiz
Winbiz Accounting
Enter your journal entries with ease to keep your books up to date in just a few clicks.
Winbiz Accounting allows you to enter journal entries quickly. These tasks can be performed by both accountants and administrative staff. VAT returns are generated automatically. Bank statements, balance sheets, income statements, and the general ledger are available at any time. Closing the books is simple and secure.
Available in French, German, Italian, and English.
Winbiz Accounting
Enter your journal entries with ease to keep your books up to date in just a few clicks.
Winbiz Accounting allows you to enter journal entries quickly. These tasks can be performed by both accountants and administrative staff. VAT returns are generated automatically. Bank statements, balance sheets, income statements, and the general ledger are available at any time. Closing the books is simple and secure. Available in French, German, Italian, and English.
General Specifications
- Automatic Posting
- Comprehensive accounting in accordance with Swiss standards
- 21 predefined charts of accounts, fully customizable
- Replacement of the Chart of Accounts
- Entering Budgets by Account
- Graphical Comparison of Multiple Accounts
Scriptures
- Unlimited number of single or multiple entries, in CHF or foreign currencies
- Predefined entries to make data entry easier
- Automatic Numbering of Accounting Documents
- Automatic exchange rate updates
- Ability to automatically reverse journal entries
VAT
- Comprehensive VAT management in accordance with Swiss standards
- VAT breakdown on the official form, submitted via SuisseTax (XML file)
- Detailed VAT Entry Log
- Calculation of VAT using the actual method or the net tax liability method
- Recognition of agreed-upon or received consideration
- Net or Gross VAT Accounting
Fixed Assets, Depreciation
- Unlimited number of fixed assets
- Fixed Asset Templates to Simplify Data Entry
- Several depreciation methods (straight-line, declining-balance, increasing-balance, etc.)
- Annual or pro rata depreciation
- Multi-Year Depreciation History
Analytical accounting
- Analytical plan, unlimited number of accounts
- Allocation Schemes: Automating Allocations Across Multiple Accounts
- Excerpts from Cost Accounting Statements
- List of Analytical Balances
States
- Balance Sheet, Income Statement, Trial Balance with Comparison to Previous Fiscal Years
- Account statements, general ledger, and journals in local currency and foreign currencies
- Cash Flow Statements: Direct and Indirect Methods
- Financial Closing Documents
Winbiz Commerce
Issue invoices, receive payments, and pay your suppliers.
Winbiz Commerce centralizes products, sales, purchases, inventory, and contacts. Winbiz Commerce allows you to manage all aspects of business operations within an SME. Invoicing is extremely simple. The integration of e-banking makes collecting payments and making payments a breeze. Winbiz Cloud easily integrates with several online stores.
Available in French, German, Italian, and English.
Winbiz Commerce
Issue invoices, receive payments, and pay your suppliers.
Winbiz Commerce centralizes products, sales, purchases, inventory, and contacts. Winbiz Commerce allows you to manage all aspects of business operations within an SME. Invoicing is extremely simple. The integration of e-banking makes collecting payments and making payments a breeze. Winbiz Cloud easily integrates with several online stores. Available in French, German, Italian, and English.
General Specifications
- Customizable layouts
- Specialized items related to a wide range of professional fields
- Passwords, activity audits, security groups
- Sample Letters
- Address verification via search.ch
Addresses
- Unlimited number of addresses
- Multi-contact addresses
- Option to add attachments to messages: images, videos, letters, etc.
- Customizable fields
- Comprehensive, multi-exercise history
Sales
- Invoices
- Recurring Billing
- Billing with Direct Debit (ISO 20022, LSV, Debit Direct)
- Cash and Credit Sales
- QR Payments with Down Payment and Discount Management (camt.053 and camt.054)
- Customized Multi-Level Reminders
- Full or partial deliveries with backorder management
Sales Reports and Statistics
- Analysis of Payments and Margins
- Calculating the selling price based on the margin
- Sales statistics by product, customer, region, etc.
- Commission Structure for Sales Representatives by Customer or Item
- Statistics and Analyses by Sales Representative
Business Documents
- Periodicals
- Classification and Document Categories
- Documents printed in the customers’ language
- E-invoices: Sending and Receiving
- Discounts, rebates, price reductions, payments in advance
Stages of Sales Documents
- Processing/copying documents within the current year and from one year to the next
- Tracking the stages of document processing
- Inventory Management Through Document Processing
Inventory, Benefits, Services
- Unlimited number of items
- Inventory Management, Inventory
- Serial Number Management
- Printing Product Labels
- 40 price tables, percentage discounts, quantity-based pricing
- Customizable fields
- Product catalogs from numerous suppliers
- Inventory Valuation
- Reorder Point Monitoring
- Storage Facilities and Warehouse Management
Tools and Interfaces
- Multi-fiscal-year graphical dashboard showing financial results, sales, purchases, margins, etc.
- Daily Checklist of Current Tasks
- Import wizard for various file formats (XLS, TXT, CSV, DBF, etc.)
- Sending Email Using SMTP
Purchase
- Vendor invoices with QR codes, IPI, IBAN, etc.
- Option to attach the original invoice to the Winbiz document
- Compatible with optical readers: e.g., PayEye and the Winbiz app (cloud-only)
- RFP, Orders to Suppliers
- Receipt of Goods
- Returns
Purchasing Reports and Statistics
- Purchasing statistics by supplier, item, etc.
- Schedule by Supplier, by Date
E-banking
- Unlimited number of financial institutions and banking relationships
- Access your online banking from Winbiz to send or receive payments (ISO 20022)
E-commerce
- Integration with multiple e-commerce platforms: PrestaShop™, Magento™, Loaded Commerce™, osCommerce™, Oxatis™, PepperShop™, ShopMachine™, Virtuemart™, Zen Cart™, and WooCommerce (cloud-based only)
Winbiz Payroll
Automate calculations, simplify payments, and generate certificates for your employees
Winbiz Payroll lets you quickly calculate monthly payroll for an unlimited number of employees. Electronic payment orders (pain.001) are prepared and sent directly to your financial institution. Salaries, employee contributions, and employer contributions can be automatically posted in Winbiz Accounting. Winbiz Cloud has been Swissdec-certified since 2008. The reports (SUVA, AVS, IJM, etc.) are in the official standard format. As a result, they are immediately recognized by SUVA auditors.
Available in French, German, Italian, and English.
Winbiz Payroll
Automate calculations, simplify payments, and generate certificates for your employees
Winbiz Payroll lets you quickly calculate monthly payroll for an unlimited number of employees. Electronic payment orders (pain.001) are prepared and sent directly to your financial institution. Salaries, employee contributions, and employer contributions can be automatically posted in Winbiz Accounting. Winbiz Cloud has been Swissdec-certified since 2008. The reports (SUVA, AVS, IJM, etc.) are in the official standard format. As a result, they are immediately recognized by SUVA auditors. Available in French, German, Italian, and English.
General Specifications
- Calculations for all types of pay: fixed, hourly, monthly, commission-based, etc.
- Electronic Payroll Payments (pain.001)
- Automatic transmission of statements via Swissdec
Employees
- Unlimited number of employees
- Employee templates to make data entry easier
- Option to add attachments per employee
- Importing Employees: XLS, TXT, etc.
- Entering vacation and absences in hours or days
- Automatic Updates to Cantonal Withholding Tax Tables
Payroll Calculations and Payments
- Automatic Payroll Calculations
- Annualization of the Withholding Tax Calculation
- Pay stubs printed or sent via email using SMTP
- Customizable categories (deductions or credits)
- Recording Salaries on a Net or Gross Basis
- Automatic posting of the employer’s and employee’s contributions
- Payment of salaries via e-banking with a direct connection to the financial institution
- Option to have a portion of the salary paid to third-party recipients (debt collection offices, etc.)
Swissdec
- Swissdec certified since 2008
- Pay stubs with barcodes
- Statements for AVS, AC, LAA, LAAC, LPP, CAF, IJM, OFS, etc.
- Withholding Tax Statements
- Submitting statements to social insurance agencies, the tax authorities, and the FSO via Swissdec
- Reports and statistics by employee or group of employees
- Annual Summary by Employee or Group of Employees
Winbiz Projects
It allows you to track hours and activities, and thus analyze the gross profitability of each project.
The Projects module offers a simple and effective management tool, even for small businesses. It can be used as a time clock: employees can easily log their hours, and a supervisor can approve the entries. Expenses and purchases related to a job site can be linked to the project. The project dashboard allows you to track its profitability in real time, as well as projected expenses and receipts. Thanks to integration with Sales and Purchasing in Winbiz Cloud, invoicing customers is also simplified.
Winbiz Projects
It allows you to track hours and activities, and thus analyze the gross profitability of each project.
The Projects module offers a simple and effective management tool, even for small businesses. It can be used as a time clock: employees can easily log their hours, and a supervisor can approve the entries. Expenses and purchases related to a job site can be linked to the project. The project dashboard allows you to track its profitability in real time, as well as projected expenses and receipts. Thanks to integration with Sales and Purchasing in Winbiz Cloud, invoicing customers is also simplified.
General Specifications
- Unlimited number of team members and tasks
- Detailed situation by project
- Can be used as a time clock
- Visualisation of activities to be invoiced
- View your projects by employee or task type
- Unlimited number of activities
- Invoicing Integrated with Winbiz Commerce
Contributors
- Unlimited number of employees
- Pricing per employee
- Sending emails and text messages
- Ability to assign one or more employees to a project
Customers
- Unlimited number of clients and projects per client
- Pricing by Customer
Tasks
- Managing Tasks and Task Groups
- Types of billable and non-billable tasks
- Pricing by Task
- Minimum duration of tasks
- Color-Coded Task View
Projects, Assignments, Construction Sites
- Unlimited number of projects
- Option to add attachments to projects (images, videos, letters, etc.)
- Ability to assign sales or purchase documents to projects
- Status of Projects with Outstanding Balances
Activities
- Recording activities by project, contract, case, job site, etc.
- Entering personal hours in time clock mode
- Unlimited entry of additional services (fees, expenses, items, etc.)
- Weekly view by employee or for all employees
- Enter in hours and minutes or hours and hundredths
Invoice Generation
- Billing for Activities and Services
- Deduction of Advance Payments
States
- Detailed breakdown by project, productive and non-productive hours, etc.
- Periodic Activity Reports
- Weekly Hours Tracking, Annual Summary by Employee
- Project Summary
Winbiz Cash Register
Winbiz Caisse enables inventory management and automatic bookkeeping.
Winbiz Caisse lets you process sales made in your store, garage, or workshop. Its integration with Winbiz Cloud allows you to process sales based on quotes, delivery slips, or other existing documents. The cash on hand will be available daily for tracking purposes.
Available in French, German, Italian, and English.
Winbiz Cash Register
Winbiz Caisse enables inventory management and automatic bookkeeping.
Winbiz Caisse lets you process sales made in your store, garage, or workshop. Its integration with Winbiz Cloud allows you to process sales based on quotes, delivery slips, or other existing documents. The cash on hand will be available daily for tracking purposes. Available in French, German, Italian, and English.
General Specifications
- Take advantage of the full integration of the Point of Sale feature with Winbiz Accounting and Winbiz Retail
- Unlimited payment methods
- Cash on hand
- OPOS 2.0™ Compatible
- Passwords, activity audits, security groups
Cash Receipts
- Unlimited number of checkouts
- Cash, debit cards, credit cards
- Option to put on hold
- Gift Cards Integrated into Winbiz Commerce
- Option to pay for documents created in Winbiz Commerce (Delivery Notes, Quotes, etc.)
- Receipts, invoices, delivery slips
- Customizable layouts
- Reprinting Tickets
- Sales Reports and Statistics
Management
- Accounting entries automatically transferred to Winbiz Accounting
- VAT Statements Integrated into Winbiz Accounting
- Winbiz Commerce provides the items and addresses
- Document and Transaction History
- Invoices automatically created in Winbiz Commerce as Cash Sales
ANALYZE,
DECIDE, MOVE FORWARD.
WITH WINBIZ.
