Winbiz

Detailed comparison of Winbiz Cloud editions

Compare the editions of Winbiz Cloud with the help of this detailed comparison table. You can also check out a more succinct summary comparison.

Don’t forget that it is always possible to quickly upgrade for example from Winbiz Cloud Basic to Professional or Ultimate+. The change of edition is done directly from the client area and is therefore instantaneous.

There is therefore no need to perform complex operations. For example, when changing editions, there is no need to migrate data or reinstall software.

Therefore, the detailed comparison does not only help you when buying the first access. You can actually consult it also when your needs change and you are considering upgrading to a more complete edition.

CHF 49.- excl. VAT/month
Basic

Order

CHF 69.- excl. VAT/month
Professional

Order

CHF 89.- excl. VAT/month
Ultimate+

Order

Accounting management

Basic

Professional

Ultimate+

General characteristics

Complete management of VAT: gross or net, depending on the services agreed or received

Foreign currencies, exchange rate management, automatic calculation of exchange rate differences

Automatic update of exchange rates

Budgets over 12 periods for each account

Depreciation management (fixed assets)

Cost Accounting with Account Splitting or Apportionment Structures

Dashboard with graphical evolution of expenses and revenues

Dashboard with multi-exercise comparisons

Chart of accounts

21 predefined and freely configurable charts of accounts (SME, Kaefer, etc.)

Number of accounts

Unlimited

Unlimited

Unlimited

12-digit account numbers

Grouping of accounts up to 10 levels

Account deactivation

Merging of accounts

Accounting entries

Number of single and multiple entries

Unlimited

Unlimited

Unlimited

Labels of 100 characters

Predefined entries with selection of accounts and amounts

Voucher number up to 20 characters

Automatic numbering of accounting documents

Account selection by number or by name (even partial)

Numerous search and selection possibilities

Evolution of the balance per account

Evolution of the balance per account with multi-year comparisons

Locking of accounting entries

Reversal of an entry

Automatic reversal of accruals at the beginning of the fiscal year

Importing accounting entries in different formats (XLS, text, etc.)

Accounting documents

Number of customizable layouts per document

1

Unlimited

Unlimited

Creation of documents in different formats (PDF, RTF, etc.)

Data export in different formats (XLS, XML, etc.)

XLS

Chart of accounts

Balance sheet, income statement, trial balance in local currency

Balance sheet, income statement, foreign currency balance sheet with local currency comparison

Account statements, posting journal

Graphical comparison of several accounts

Multi-year graphical comparison of several accounts

VAT statements at the standard calculation or at the net tax liability rate

VAT journal

Financial situation

Monthly or annual budget comparison

Depreciation for a fiscal year and depreciation history

Analytical: list of balances, account statements, breakdown by accounting accounts, etc.

Commercial management

Basic

Professional

Ultimate+

Addresses

Centralized address file: customers, salespeople, suppliers

Number of addresses

1 000

Unlimited

Unlimited

Number of address groups

10

Unlimited

Unlimited

Address models (Swiss and foreign customers, suppliers, etc.)

1

Ability to add attachments to addresses (images, documents of all types, etc.)

Free fields for entering custom information

Templates for administrative documents: letters, faxes, etc.

Global changes to certain information for all addresses or a selection of addresses

Unlimited number of financial institutions

History of the sales and purchase documents of an address

Graphical statistics of purchases and sales with multi-year comparisons

Association of one or more customizable objects to an address

Association of one or more predefined objects to an address (event, construction site, vehicle, etc.)

Selecting an Address Object in Sales and Distribution Documents

Sending e-mails

Items

Number of items

1 000

Unlimited

Unlimited

Item Templates

1

Descriptions in different languages

Free fields for entering custom information

Insertion of one or more images per item

Duplicating an item

Global changes to certain information for a selection of articles

Definition of one or more vendors per item

Use of barcodes (purchases, sales, inventories, etc.)

Number of different prices per item (price tables)

3

40

40

Price changes, by value or percentage, for all articles or for a selection of articles

Number of packages for price calculation

1

Unlimited

Unlimited

Calculation of the sales price according to the number of points, metering system, discount tables, etc.

Discounts in percent, francs or quantity per price table

3

Calculation grids (dimensions, volumes, areas)

Management of promotions

Graphical statistics of purchases and sales

Graphical statistics of purchases and sales with multi-year comparisons

History of the sales and purchase documents of an article

Historique des documents de ventes et d’achats d’un article avec comparaison multi-exercices

Article catalogues from many suppliers, automatic price changes

Search in external catalogues, unlimited import of items

Sales

Commercial documents (invoices, offers, quotations, order confirmations, worksheets, delivery notes, credit notes)

Presentations of inpayment invoices, ISR, any paper format (A4, A5, etc.) with or without amounts

2

Unlimited

Unlimited

Customizable payment terms

Invoice printouts with detailed or summary display of payments

Incoming payments IS, ISR with down payment and cash discount management

Billing by means of direct debit via ISO 20022, LSV, Debit Direct

Sending and receiving eBills

Reminders with or without ISR (up to 4 reminder levels), texts definable at each reminder level

Definable fees and interest on arrears for each reminder level

Customizable recurring documents (recurring invoices to debtors, etc.)

Multi-due invoices

Multi-recipient invoices

Invoices grouping together several other documents

Deductions from down payment invoices in the final invoice

Printing documents in the customer’s language

Document templates

Management of messages by document type

Fast text input by inserting standard texts

Number of document classifications

20

Unlimited

Unlimited

Categories of documents

Cash and credit sales

Complete or partial delivery of sales orders with backorder management

Monitoring customer credit limits

Gift vouchers

Account statements, open items, list of incoming payments, and so on.

Margin and turnover statistics by: item, customer, region, etc.

Statistics by salesperson

Payment Analysis

Posting and de-posting of documents

Invoicing in VAT excl. and VAT incl. with several VAT rates per invoice

Accounting for VAT gross or net, depending on the services agreed or received

Definition of the system for commissioning sales representatives by customer or article

Analytical breakdown in each document line

Importing documents

History of sales documents

Stock

Stock management in real time

Monitoring the replenishment threshold when creating a document

Manual or automatic inventories

Manual goods movements

Printing of item labels, with or without barcodes

Storage of items in several warehouses

Manufacture of composite articles

Manufacturing order management

Printouts of goods movements, stock situation, articles to be replenished, and so on.

Stock valuation

Serial number management

Definition of packages, automatic calculations in documents

Purchases

Invoices from creditors with IS, ISR, IPI, etc.

Reading the coding line by means of an optical reader (not supplied)

Entering Vendor Invoices with Expense Distribution

Commercial documents (invitations to tender, orders, receptions, returns of goods, etc.)

Selection of documents by many criteria

Configurable periodic documents (recurring vendor invoices, rents, leasing, etc.)

Number of document classifications

20

Unlimited

Unlimited

Categories of documents

Stages of document transformations

Commercial documents in the language of the supplier

Fast text entry by inserting standard texts

Proposal of purchase orders to vendors (articles with a replenishment threshold exceeded)

Generating a purchase order to the vendor from other documents

Complete or partial receipt of orders to suppliers with backorder management

Managing down payments and cash discounts when paying invoices

Electronic payment orders (ISO 20022)

Purchasing statistics by articles, article groups, suppliers, etc.

Account statements, list of incoming payments, invoices classified by accounting accounts, etc.

Posting and de-posting of documents

Analytical breakdown in each document line

Importing documents

Graphical purchase statistics

History of sales documents

E-commerce (online shop)

Interface with several e-commerce sites (PrestaShop™, Magento™, Dupral™, Loaded Commerce™, osCommerce™, Oxatis™, PepperShop™, ShopMachine™, Virtuemart™ and Zen Cart™)

Publication of items, images, prices to e-commerce sites (Sites listed above except Magento™)

Recovery of orders received, without re-entering them manually

Tools

Sales and purchasing dashboard with multi-year comparisons

Display of a memento when the program is opened (documents to be invoiced, invoices to be paid, reminders, birthdays, etc.).

Import wizard (articles, addresses, etc.) from different formats (XLS, TXT, CSV, DBF, etc.)

Shipment tracking (La Poste, DHL, DPD, etc.)

Management of specialized elements for many professional branches (garages, construction, painting, sanitary installers, electricians, etc.).

Payroll

Basic

Professional

Ultimate+

General characteristics

Swissdec certified

Approved Suva (AVS, AC)

Wage types that are pre-configured (hourly wage, monthly wage, AHV, AHV, UI, etc.) and can be changed

Creation of custom wage types

Duplication of wage types

Definition of company constants AHV, UVG, UVG, BVG, EO, EOG

Period management

Importing cantonal withholding tax tables (SECO)

Annualization of withholding tax calculation

Posting entries according to net salaries or gross salaries

Accounting for the employer’s share

Accounting for Analytical Expenses

Employees

Number of employees

5

Unlimited

Unlimited

Employees and groups of employees

Creation of employee templates (hourly wage earners, monthly wage earners, apprentices, etc.)

1

Unlimited

Unlimited

Definition of one or more activity periods per employee (seasonal, change of AHV status, etc.).

Templates for administrative documents: employment contracts, letters, etc.

Ability to add attachments to employees (images, documents of all types, etc.)

Free fields for entering custom information

Insertion of one or more photos per employee

Entering holidays and absences in hours or days

Duplicating an Employee record

Calculation of wages and payments

Calculation of all types of wages (fixed, daily, hourly, per job, etc.).

Salary entry per employee

Salary entry by wage type

Electronic payment orders (ISO 20022)

Connection to financial institutions

Automatic payment to third party beneficiaries (Office of Public Prosecutions, etc.)

Importing salary calculations in different formats (XLS, text, etc.)

Statements and statistics

AHV, UVG, UVG, BVG, withholding tax statements

Annual summary per employee or group of employees

Wage certificates with or without 2D barcodes

Statements of professional associations

Number of customizable layouts

1

Unlimited

Unlimited

Creation of documents in different formats (PDF, RTF, etc.)

Data export in different formats (XLS, XML, etc.)

XLS

Projects

Basic

Professional

Ultimate+

Staff

Pricing per employee

Synchronization with the employee file

Management of managers and employees assigned to projects

Customers

Pricing per customer

Synchronization with Winbiz Commerce addresses

Processing of fixed-price mandates

Tasks

Task management, task groups

Types of billable, non-billable tasks, absences, vacations

Minimum duration, block billing, grouping

Projects, mandates, building sites

Situation by project with financial details of purchases and sales

Ability to assign sales or purchase documents to projects

Activities

Entry of activities by project, mandate, business, construction site, etc.

Single and batch time entry, in the timesheet or in a project

Can be used in time clock mode

Weekly view per employee or for all employees

Entry in hours and minutes or hours and hundredths

Invoicing

Invoicing of activities and services

Choice of the level of detail of the invoices, grouping of activities

Reports

Detailed situation by project, productive and non-productive hours, etc.

Periodic activity reports

Control of weekly hours, annual summary per employee

Statistics on services and goods supplied

Accurate reporting of the financial status of projects

Cash

Basic

Professional

Ultimate+

Collections

Unlimited number of cash registers

Unlimited number of payment methods

Cash payments, debit cards, credit cards

Invoicing for subsequent invoicing

Using addresses and articles from the Winbiz Commerce Module

Gift vouchers

Cash funds

Compatible devices

Bar code scanners

Ticket printers

Customer displays

Cash drawers

Touchscreens

Card payment terminals (CCV Jeronimo, SIX Payments Services)

Reports

Receipts, invoices, delivery notes, etc.

Customizable layouts

Reprinting of tickets

Sales reports and statistics

Extensions

Basic

Professional

Ultimate+

Real estate

Gasoline vending machines

Copier Management

Plot management

TOMAS®

General features

Basic

Professional

Ultimate+

General features

Number of companies

3

Unlimited

Unlimited

Number of databases

1

Unlimited

Unlimited

Automatic updates

Sending documents by e-mail

Backup and restore of accounting folders

Security

Passwords per accounting file and per user

User management

Security group management

Activity history by accounting file (audit)

CHF 49.- excl. VAT/month
Basic

Order

CHF 69.- excl. VAT/month
Professional

Order

CHF 89.- excl. VAT/month
Ultimate+

Order