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Winbiz Accounting

Enter your transactions with ease for up-to-date accounting in just a few clicks.

Winbiz Accounting allows you to make entries rapidly These tasks can be performed by accountants or by commercial employees. VAT statements are created automatically. Account statement, balance sheet, operating accounts and ledger are visible at all times. Closing is simple and safe. Available in French, German, Italian and English.

General features

  • Complete accounting in line with Swiss standards
  • 21 preset charts of accounts, freely configurable
  • Replacement of chart of accounts
  • Budget entry by account
  • Graphical comparison of multiple accounts

Entry

  • Unlimited number of single or multiple entries in CHF or foreign currency
  • Preset entries to facilitate input
  • Automatic numbering of accounting documents
  • Automatic exchange rate updates

VAT

  • Complete management of VAT according to Swiss standards
  • VAT statement on the official form
  • Detailed journal of VAT entries
  • Calculation of VAT according to the effective method or according to the net tax debt method
  • Accounting according to agreed or received considerations
  • Management of net/gross VAT

Fixed assets, depreciation

  • Unlimited number of fixed assets
  • Fixed asset models to facilitate input
  • Several depreciation methods (constant, degressive, progressive, etc.)
  • Annual or pro rata depreciation
  • Multi-year depreciation history

Analysis

  • Analytical plan, unlimited number of accounts
  • Distribution plans: automating distributions across multiple accounts
  • Analytical account statements
  • List of analytical balances

Records

  • Balance sheet, income statement, balance of accounts with comparison to previous years
  • Account statements, ledger and journals in local currency and foreign currency
  • Cash flow tables, direct and indirect methods
  • Closing documents
Winbiz Commerce

Issue invoices, receive payments, and pay your suppliers.

Winbiz Commerce centralises items, sales, stocks and contacts. Winbiz Commerce allows control over all commercial aspects of an SME. Invoicing is extremely simple. The integration of e-banking makes it easy to collect and make payments. Winbiz Cloud interfaces easily with several online stores. Available in French, German, Italian and English.

General features

  • Customisable layouts
  • Specialised items related to many branches
  • Passwords, activity audit, security groups
  • Sample letters
  • Address verification from search.ch

Addresses

  • Unlimited number of addresses
  • Multi-contact addresses
  • Ability to add attachments to addresses: images, videos, letters, etc.
  • Customisable fields
  • Complete and multi-year history

Sales

  • BV, BVR, multi-BVR invoices
  • Periodic invoicing
  • Invoicing with direct debit (ISO 20022, LSV, Debit Direct)
  • BV and BVR receipts with management of advance payments and discounts
  • Multi-level customisable reminders
  • Total or partial deliveries with back-order management

Records and statistics

  • Analysis of payments, margins
  • Calculation of sale price according to margin
  • Turnover statistics by item, customer, region, etc.
  • Sales commission system by customer or item
  • Statistics and analyses by salesperson

Commercial documents

  • Periodic documents
  • Document classification and categories

Stages of commercial documents

  • Easy view of all transformation stages

Stock, benefits, services

  • Unlimited number of items
  • 40 price tables, percentage discounts, price per quantity
  • Customisable fields
  • Multi-year history of stock movements
  • Storage facilities and warehouse management

Tools and interfaces

  • Multi-year graphical dashboard of financial results, sales, purchases, margins, etc.
  • Daily reminder of tasks in progress
  • Interface with Microsoft Office™ and OpenOffice™
  • View of sales card by item, sales representative, etc.

Purchases

  • Creditor invoices with BV, BVR, IPI, IBAN, etc.
  • Compatible with optical readers: e.g. Crealogix
  • Electronic payment orders
  • Calls for tender, orders to suppliers
  • Goods receipt, goods return

Records and statistics

  • Analysis of payments, margins
  • Calculation of sale price according to margin
  • Turnover statistics by item, customer, region, etc.
  • Sales commission system by customer or item
  • Statistics and analyses by salesperson

E-banking

  • Unlimited number of financial institutions and banking relationships
  • Direct interface with financial institutions
  • Electronic payment orders: ISO 20022

E-commerce

  • Winbiz interfaces easily with several online stores (PrestaShop™, Magento™, Loaded Commerce™, osCommerce™, Oxatis™, PepperShop™, ShopMachine™, Virtuemart™ et Zen Cart™)
Winbiz Payroll

Automate calculations, simplify payments, and generate your employees' certificates.

Winbiz Payroll allows rapid preparation of monthly salaries for your employees. Electronic payment orders (ISO 20022) are prepared and transmitted to your financial institution. Salaries can be automatically posted in Winbiz Accounting. Winbiz Cloud has been Swissdec certified since 2008. Statements (SUVA, AVS, IJM, etc.) are presented in the standard official format. In this way they are immediately recognised by SUVA auditors. Available in French, German, Italian and English.

General features

  • Calculation of all types of wages: fixed, by day, by hour, by task, etc.
  • Electronic wage payments (ISO 20022)
  • Transmission of statements via Swissdec
  • Export of documents and data in various formats (PDF, HTML, RTF, DOC, XLS, ODT, ODS, XPS, CSV, etc.)

Employees

  • Unlimited number of employees
  • Employee models to facilitate input
  • Importing employees: XLS, TXT, etc.

Salary calculation and payments

  • Annualisation of withholding tax calculation
  • Salary files printed or sent by e-mail
  • Automatic accounting of employer share and employee share
  • Payment of salaries via e-banking with connection to your financial institutes
  • Option of paying part of a salary to third-party beneficiaries (Prosecution Offices, etc.)

Swissdec

  • Swissdec Certified since 2008
  • Salary certificates
  • AVS, CA, LAA, LAAC, BVG, CAF, IJM, FSO statements, etc.
  • Withholding tax statements
  • Sending statements via Swissdec
  • Statements and statistics by employee or group of employees
  • Annual summary by employee or group of employees
Winbiz Projects

It allows you to manage hours and activities, enabling you to 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 record their time, and a supervisor can validate entries. Expenses and purchases relating to a site can be attached to the project. The status of the project allows you to monitor its profitability in real time, as well as forecast expenditure and receipts. Thanks to integration with Sales and Purchasing in Winbiz Cloud, customer invoicing is also simplified.

General characteristics

  • Unlimited number of employees and tasks
  • Detailed situation by project
  • Can be used as a time and attendance clock
  • Visualisation of activities to be billed
  • View your projects by employee or task type
  • Unlimited number of activities
  • Invoicing integrated into Winbiz Commerce

Employees

  • Unlimited number of employees
  • Pricing per employee
  • Sending emails and text messages
  • Possibility of assigning one or more collaborators to a project

Customers

  • Unlimited number of customers and projects per customer
  • Rates per customer

Tasks

  • Managing tasks and task groups
  • Types of billable and non-billable tasks
  • Pricing by task
  • Minimum duration of tasks
  • Colour display of tasks

Projects, mandates, worksites

  • Unlimited number of projects
  • Ability to add attachments to projects (images, videos, letters, etc.)
  • Ability to assign sales or purchase documents to projects
  • Weekly view by employee or for all employees
  • Status of projects with open balance

Activities

  • Entering activities by project, mandate, case, worksite, etc.
  • Entering personal hours in time-clock mode
  • Unlimited entry of additional services (expenses, disbursements, items, etc.
  • Weekly view by employee or for all employees
  • Entering in hours and minutes or hours and hundredths

Generating invoices

  • Billing for activities and services
  • Deduction of advance payments

Reports

  • Detailed status by project, productive and non-productive hours, etc.
  • Periodic activity reports
  • Weekly hours check, annual summary by employee
  • Summary of projects
Winbiz Cash Registe

Enables stock management and automatic bookkeeping.

Winbiz Cash Register allows you to collect sales made in your store, garage or workshop. Its integration with Winbiz Cloud allows you to make sales based on offers, delivery slips or other existing documents. The cash fund will be available every day for follow-up.

General features

  • Benefit from complete integration of the Cashier option with Winbiz Accounting and Winbiz Commerce
  • Unlimited number of payment methods
  • Cash float
  • OPOS 2.0™ Compatible
  • Passwords, activity audit, security groups

Receipts

  • Unlimited number of cash registers
  • Payments in cash, debit cards, credit cards
  • Option of putting on hold
  • Gift vouchers integrated into Winbiz Commerce
  • Ability to pay with documents created in Winbiz Commerce (Delivery Notes, Offers, etc.)

Printing

  • Sales slips, receipts, invoices, delivery notes
  • Customisable layouts
  • Ticket re-printing
  • Sales reports and statistics

Management

  • Accounting entries automatically transferred in Winbiz Accounting
  • VAT statements integrated into Winbiz Accounting
  • Winbiz Commerce provides items and addresses
  • History of documents and transactions
  • Receipts automatically created in Winbiz Commerce as well as Cash Sales
Test the local Winbiz version

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