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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.

Projects module gives access, even to small businesses, to a simple and powerful project management tool. Projects can be used as a time clock. Employees can, for example, record the time spent on an assignment with a single click. Then a supervisor can control and approve what is entered by the employees. If a job site also involves costs or purchases, these, in the form of payments or purchase invoices, can also be linked to each project. The project situation makes it possible to visualize, at any time, the gross profitability of each project. But the possibilities don’t stop there: the expected expenses and receipts are also easily displayed. The Projects module also simplifies invoicing to customers through full integration with the Sales and Purchases which are also always included in Winbiz Cloud.

Tailored to your needs

Companies of any size can use the Projects module. You can start using the Projects module as a simple time clock, and refine its use as your requirements evolve. There is no limit on the number of projects, the number of employees in the company, or the number of customers.

Time entry

Employees can enter the time spent on each project in time clock mode. It’s that simple. In addition to time, other additional services can be linked to the projects. It is possible to add expenses, such as for travel or a meal. There is also the possibility of adding items to projects as services: for example, you can add small supplies needed for a repair, or site equipment that was not planned at the start of the work. Predefined reports make it possible at any time to control the weekly hours per employee and per project, mandate or construction site.

Grouping by tasks

Tasks make it possible to group together the activities entered by employees and thus offer the possibility of managing them even more finely. It is possible to define that certain tasks are not billable. For example, you have a contractually agreed mandate that does not provide for the billing of trips. You can still enter these activities: They will not be billed to the customer, but they will be visible in the project situation. This allows you to keep your actual costs under control, even when they are not billed. You can also define minimum durations for each task or task group. For example, you are responsible for assisting customers on the phone, and your contract stipulates that each call is charged for at least 10 minutes, even if the actual duration is shorter. The minimum duration allows you to automate this process and always bill correctly.

Customisable prices

It is also possible to refine at will the configuration of the prices that will be used for the billing. A tariff can simply be specified for all employees. In other words, you charge the same price for all activities. If you need to, it is also possible to specify a rate for each employee or group of employees. In this case, you do not want to charge the same tariff for the activities of a master carpenter or accountant as for those of an apprentice or junior accountant. It is also possible to specify a pricing per task. For example, in a garage, you have configured one task for small jobs (level control) and another for a more extensive type of operation (correcting the geometry of the car). In this case you can specify different tariffs, which will also be used automatically when billing.

Customers

You do not need to create customers manually for each project. You can use the customers that you have already entered in Winbiz Addresses. In addition, since not all customers are equal, you can also specify a price per customer. This can be useful when, in order to obtain a mandate, you have participated in a call for tenders in which an hourly cost for your labour is specified and it is different from the one you usually use.

Billing

No matter what your level of use and customization of the Project module, billing is done automatically. You only need a few clicks to create Sales invoices. You can of course configure which level of detail you want to appear on the generated invoices. If, for example, you want the customer to be able to see how many non-billable hours you have spent on a project, you can do this. It’s your choice! You will then only have to send them (by mail, e-mail or even better by eBill) and wait to be paid.

Projects status

At any time, you can view the status of each project in detail. The project situation shows you, at a glance, everything that is happening in each mandate. You can see the activities invoiced, the expenditures, the advances, the invoices waiting to be paid or already paid… A clear figure tells you the gross profitability of each project. This allows you to act quickly when a project has problems.
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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