Closing: certain investments could be flagged at the time of closing as to be posted, even if posting was not necessary. This message, which was not blocking the user, is now corrected.
Analytics: the software sometimes reported that the distribution of the analytics was not correct when certain payments and discounts from creditors were automatically posted (in particular when the document was saved). However, it was still possible to make the posting manually from the list of documents. This behavior is now corrected and this message to the user is not displayed when the cost accounting distribution is correct.
Balance sheet: A new option allows the balances of the balance sheet accounts to be presented in two separate columns so as to illustrate credit or debit amounts more visually.
Commerce: The posting generated by posting a partial payment in foreign currency against services received could contain the total amount of the corresponding invoice instead of the amount actually attributed to the payment. This behavior has been corrected so that the amount actually assigned to the payment is shown each time.
Currency prices were not recalculated automatically when the user changed the material to be entered in a document. This only happened if the user changed the material without saving the line and without closing the form for entering the material line. The currency price is now refreshed correctly.
The report that presents the Sales per customer offers the possibility to view or print the Summary Margins per customer without presenting negative margins inversely.
It is possible to allocate only part of a payment in Euro to a given invoice. In this case, in the payment tab of the invoice, the total amount of the payment is displayed instead of the amount allocated to the invoice. This behavior is now corrected.
Recurring Documents: The list of recurring documents now displays the validity date (or due date) of each recurring document. It is also now possible to filter the contents of the list based on their validity date. This is done from the Filter toolbar button.
Complements: you have technicians, agents, sales people in the field and you would like them to be able to enter documents in Winbiz? Would you then like to be able to retrieve these documents in the Winbiz that you use at headquarters? Would you also like to occasionally provide your field staff with a database containing all your items and addresses? Now you can do all this by activating a new add-on called “Document Exchange”. You can specify folders (local or FTP) to be used to import/export commercial documents. You can also specify a folder (local or FTP) to be used to export address and article data from headquarters.
Sales: Serial billing allows you to generate documents that contain title lines. The content of the generated document was always created respecting the language of the address of the document itself. On the other hand, some titles were not created and displayed in the correct language. The behavior is now correct.
Catalogues: The Littlebit catalogue contains quotation marks in the item descriptions. This caused errors when importing the catalog. The import behavior is now correct. Simply re-import the catalog (deleting the existing catalog) to correct the problem.
Form letters: Some features of the form letters were not available when using Office 2013 or Office 2016. In particular, it was not possible to use standard letters with drop-down lists (made using the Expand button). Compatibility with Office and Word 2013 and 2016 is now ensured.
Salary: the software now allows you to automatically add the headings PC Families, Maternity Insurance and Family Allowance Participation when creating a new folder.
Tax at source: Many users have asked us for the ability to enter the tax at source adjustment as an amount and not as a percentage. We are pleased to announce that it is now possible to choose whether the entry will be made on the amount or on the percentage. The percentage is then calculated automatically by Winbiz and displayed transparently to the user. To make it even easier, we have eliminated the possibility of causing an error once the adjustment has been entered and saved. Since the salary calculation, it was in fact possible to manually modify the content of the adjustment field. Since this modification could be made without going through the adjustment calculation form, it could then lead to an inconsistency in the statement.
Swissdec: Until now, it was impossible to view the result of the withholding tax transmission using Winbiz in Italian. This behaviour has now been corrected.
Wages: the AHV contribution could be incorrect for a pensioner employee who worked all year round with several contiguous periods of employment. This problem has now been corrected.
Withholding tax: Canton Ticino uses tariff groups S and T that were correctly saved in the database but not correctly displayed to the user. These tariff groups are now displayed correctly.
Projects: some users with a lot of projects and activities noticed a pronounced slowness in entering activities from the timesheet form. Input has been reviewed in depth and performance has been significantly improved.
Documents : It is now possible to insert documents from Office 2016 into the document files.
Documents : The “Summary Margin” and “Detailed Margin” reports presented a margin calculation that was not correct for credit notes. This is now corrected.
Virtual Printer: The installation of the Winbiz Virtual Printer on servers is now available even during updates.
Printing documents : The numbering of documents consisting of several pages is now correct in all cases.
Closing and down payments : When closing, Winbiz now allows you to differentiate down payments according to the VAT rate applied to each of them by creating a down payment line for each VAT rate used in the down payments of the previous year.
Closure documents: Until now, it was impossible to set up the printing of the Balance Sheet and the P&L completely independently when it was done from the closure documents. This functionality is now possible.
Closing: Only the maturities with at least one reminder already completed were included in a closing. The behaviour is now correct. A new closure is sufficient to correct this problem. When closing the loop, all the deadlines with a reminder already done are now included correctly. To correct this problem, simply run a new closing.
Documents : The margin of the down payment lines in the opening balances mirrored the margin of the material lines of the corresponding documents. This behavior is now corrected.
Documents : The margin of the lines imported via the import of document lines will always be calculated.
Periodic documents: An error occurred in the generation of periodic documents with a periodicity of one year. This only occurred when the last recurring entry was generated on a public holiday. This behavior is now corrected.
Periodic documents: It is now possible to filter the documents to be generated also by document classification.
ESR: When recovering ESRs with amounts that do not coincide exactly with the open amounts on the corresponding invoices, it is possible to automatically allocate the amount to the next document. In doing so, the software would, at times, allocate these payments to documents with negative amounts that were therefore not supposed to be paid. This behavior is now corrected and, as a result, the allocation to the next document is only made to documents for which an incoming payment is actually expected.
Complements : It is now possible to benefit from new functionalities by activating the add-on named “Document Exchange”. This will allow your technicians, agents or sales representatives in the field to enter documents in Winbiz. In addition, you will be able to retrieve these documents directly from the office in Winbiz. You will also have access to your data concerning articles and addresses.
Salaries: The UVG ceiling increases in 2016 from CHF 126,000 to CHF 148,200. This change is now automatically made by Winbiz when creating a payroll accounting for the year 2016.
Projects: It is possible to create tasks in succession, automatically reusing the information entered for the previous task. This is done from the task entry form, using the “New” button instead of the “OK” button. When this operation was performed, the information regarding the billing option of the task was not kept from one saved task to the next. Typically if a “Non-billable” task was created and the “New” button was clicked, the next task was newly considered billable. This behavior is now corrected and this information is correctly kept to avoid wasting the user’s time.
PrestaShop: It is now possible to import orders with sales or services outside the tax field.
Pollution checks, maintenance services: The forms for printing reminders for pollution checks (for vehicle type objects) and for maintenance services (for objects with maintenance services) have been completely revised to make them clearer and simpler to use.
SilverDAT II: Silver DAT II allows the working time to be set in hours or time units (ZE, Zeiteinheiten). The retrieval of calculations from Winbiz now takes this parameterization into account, which will then be correctly represented on Winbiz documents.
SilverDAT II: A new setting available in Options allows you to change the rounding calculation when retrieving SilverDAT II calculations.
SilverDAT II: It is now possible to specify items to be used also for small supply groups and for the ingredient recycling group.
e-banking: A new version of the e-banking module has been integrated. Among other things, this new version supports changes in the communication with Raiffeisen banks.
e-finance: PostFinance has suppressed the session transfer from third-party software to the user’s Internet browser. These operations are therefore now deactivated in Winbiz. For further information, please contact PostFinance directly.
Real Estate Objects: The dates of the items could differ from the document date due to an invoice made from the Real Estate Objects. This behavior is corrected, and the date used for document lines is always the same as the date used for the document.
Windows 10: the validity of the update subscription is now recognized correctly by Windows 10 every time.
nexmart: A new feature is added to the connection between Winbiz and the MDE (Mobile Data Entry) terminals provided by nexmart. The MDE now gives the possibility to make an inventory that can be imported into Winbiz. To do this, simply create a new inventory, choose the option to import an inventory file and then choose the nexmart inventory type from the drop down list.
General: when using Winbiz for the first time, the software toolbars are now by default in “Large icons plus text” mode. If needed, the user can then change this default display from the Options.
Analytical Accounting: When entering a posting, the New button now makes it possible to enter postings more quickly, without closing the data entry form. In addition, it is now possible to automatically calculate analytical allocations in new postings when using the New button.
Documents: the document edit form has been completely redesigned to improve the speed of the two buttons that move the selected line up or down in the document.
Document import: Addresses are now updated or created each time documents are imported.
Importing documents: with the importing of documents, it is now possible to perform a transformation of the documents. It is possible to specify which document is to be transformed and the type of the target document.
Importing documents: Importing documents now also allows you to import reduction and totalization lines. Both types of lines are available to allow an even more flexible connection with third-party software.
nexmart: it is now mandatory to specify the supplier when importing a catalogue supplied by nexmart.
nexmart: the MDE (Mobile Data Entry) provided by nexmart now gives the possibility to carry out an inventory. This inventory can then be imported into Winbiz. To do this, simply create a new inventory in the menu Stock, Goods Movements, Inventories by choosing the nexmart MDE file type.
nexmart: Winbiz is now able to recognise the same items in several catalogues and for different suppliers offered by nexmart. When importing or changing prices, each of these items will therefore be created only once in the Winbiz item database, and each additional supplier will be registered with its own code in the Logistics tab of the item.
nexmart: From now on a range of catalogues for household items supplied by nexmart is available. It is now possible to import these via the standard nexmart catalogue import.
Salaries: the calculation basis is now correct when a wage type with a special limit has a submitted share other than 100%.
Wages: The number of days displayed during withholding tax adjustment, for an employee with a period of employment beginning in the current month, is now displayed correctly.
Withholding taxes: it is again possible to search or update the new withholding tax rates directly from Winbiz.
Audatex: Winbiz is now compatible with the latest version of the Audatex platform.
General: Winbiz toolbars are now by default in Ribbon Menu mode (Large icons + text) when using Winbiz for the very first time. The user can change this display from the Tools -> Options menu.
Automatic document import: a new command can be inserted in the Winbiz command line to automatically import documents when Winbiz starts. This is particularly useful when Winbiz needs to receive business documents from third-party software. The use of this command, combined with the use of the Windows Task Scheduler, makes it possible to run Winbiz as a service, and to receive documents in the software at regular intervals, without manual intervention by the user.
Import/export addresses: the import wizard now assigns a good group to an address contained in the file to be imported.
VAT: It is again possible to perform a tax settlement using the net tax liability rate method that takes into account a manually specified rate from the print form.
Documents: it is no longer possible to create duplicate document numbers via the user interface.
Employees: The employee supplement form now displays the employee’s correspondence language.
Wages: The headings and wordings of the employee’s first commitment and the activity end date have been renamed to make both statements clearer.
Wages: In the BFS statement, the employee’s 13-digit AHV number is now displayed correctly.
Withholding tax: The withholding tax adjustment for employees whose period of employment does not begin in January now works correctly.
Cash: Sales from the Cash module now take into account the component settings. The module therefore follows the same rules as the rest of the sales documents (Invoices, Cash sales, etc.).
SilverDAT II: the figures for Bodywork and Mechanical repairs are now displayed separately in the documents collected by Winbiz. Bodywork and Mechanics, on the other hand, remain grouped together if the SilverDat II user uses a flat rate. In the totalization line at the end of each group, in addition, the total number of hours of each group is displayed.
SilverDAT II: small supplies are now available in a separate group when a document is transferred from SilverDAT II to Winbiz.
SilverDAT II: a new group is created in Winbiz documents to display the Ingredient Recycling Costs. The texts displayed in the titles of each group (as well as in the subtotals) are now customizable from the Regional Options.
SilverDAT II: the layout of the documents retrieved from SilverDAT II has been revised to be clearer. A blank line now separates each group. The subtotals systematically display a more meaningful text that quotes the title of the group to which they refer.
SilverDAT II: ancillary costs were recovered in Winbiz documents as “Incidentals”. This group has been renamed by default to “Ancillary Costs”.
SilverDAT II: Winbiz can now retrieve the PDF file of the calculation performed from SilverDAT II. This PDF file is stored in the document folder. It is however easily accessible from the list of documents as well as from the document itself. It is also possible to retrieve any photos attached to the calculation from SilverDAT II. To benefit from these new features, it is necessary to activate them from Tools -> Options -> Complements -> SilverDAT II. The photos will be stored in the same location as the PDF file of the calculation, in the Winbiz document folder.
Addresses and objects: the transactions of the objects (available depending on the active object type) were not merged when two addresses were merged. The merge is now done correctly.
E-banking: retrieving and sending payments from Winbiz Cloud could cause a crash in the application. The update of the e-banking module corrects this problem.
When posting a payment with a cash discount and an exchange rate difference and there was a VAT reclaim on the cash discount, the VAT figure was also assigned to the line for the exchange rate difference. This is now corrected.
Assets: If the depreciation rate of an asset with an initial value was changed, the depreciation schedule showing the change in rate would be from the start of depreciation rather than from the date or year of the change. The depreciation proposal is now always based on the net book value from the previous year when depreciation has already taken place. This makes it possible to propose a depreciation value that correctly takes into account any changes in the proposed value from previous years.
Analytical: During the posting of a payment with VAT on the Net against a received service, sometimes the resulting postings showed VAT on the Gross instead of on the Net. This error has now been corrected.
Analytics: The configuration of analytics was not taken over when using the sales account of a document line with the largest amount to create a rounding entry on the document. The cost accounting configuration is now also transferred correctly.
Closing documents: it is possible to print account statements from the closing documents. When viewing the selection form, one could choose to select only part of the accounts. However, this selection was not used at the time of printing, so the account statement displayed all the accounts. From now on it is possible to select a range of accounts which is then correctly used to display, export or print the selected selection of accounts.
Closure Documents: If a user had included an external document (e.g., Word or PDF) in the closure documents, when returning to the closure document form, the software could crash if these external documents were no longer present on the hard drive or removable media. This behavior is now fixed.
VAT: the VAT statement for the transitional period did not correctly display the VAT rates when using the Net Tax Debt Rate method and the user had the standard rate and the reduced rate which corresponded to one and the same Net Tax Debt Rate. This behaviour is now corrected.
VAT: Postings made under the tax figure 220 were not always displayed correctly in the official settlement using the net tax debt rate method. This behavior is now corrected.
Articles: Merging articles sometimes produced results that were ambiguous because the source of some values in the merged article was unclear. Article merging has been completely revised so that the values of the target item (the item that will continue to appear in the list after the operation) are always kept and no values of the source item are now taken over.
Articles: a second much sought-after novelty is also now available. It is now possible to delete several articles at the same time. A new button in the article list allows you to delete all displayed articles. The deletion process is then modelled on the multiple deletion of documents. Once the multiple deletion has been started, the user will see the list of displayed items. From this list he can choose to delete all the displayed items or only some of them. If some of the displayed items are used in documents, the user is notified and a log displays the items concerned. The same happens if articles are used as components. Any user can use multiple deletion in combination with filters. A typical use is to filter the items without goods movement from a number of years to be chosen, and then delete them, thus having a smaller item base that is more suitable for the current year and future years.
Items: a novelty much requested by all our customers is finally available. From now on it is possible to make filters on the items. Several criteria are possible. Among other things it is possible to view only the list of items that have not had any stock movements in a number of previous years chosen by the user.
Documents: Until now, it was not possible to convert a goods receipt into a partial goods return. The user could transform the entire document, but could not select a quantity to be transformed. This is now possible.
E-banking: The e-banking module has been updated. This update allows nine-character passwords to be entered in DirectNet contracts for Credit Suisse and Neue Aargauer Bank.
Swissdec: the transmission of statements to Swissdec offers the possibility of replacing a statement sent previously. The list of sent statements was not very clear, as up to now it only showed the date and time of the statement to be replaced. The same list now shows the types of funds for which the settlement was sent, making it easier to select the settlement to be substituted.
Cash: a user who did not have access to the addresses could still view them from the Cash module. This behavior is now fixed. If a user does not have the privileges to access the addresses, when using the Cash module, he will always use the default customer specified in the checkout and will not be able to choose a different address.
Copiers: the software informs, during the closing, whether certain billing periods of the copiers have not been billed. This control did not take into account a special case that occurs when the user decides not to generate invoices when the price to be invoiced is equal to zero (this typically occurs at the end of the fiscal year when a customer has not reached or exceeded a fixed quantity of copies or prints). This is now fixed and the balance sheet verification no longer reports these invoices as not generated.
Prestashop: categories that no longer contain articles are now deleted when publishing to Prestashop.
Addresses and objects: the transactions of the objects (available depending on the active object type) were not merged when two addresses were merged. The merge is now done correctly.
Closing: when closing a financial year, it is necessary to modify any transfer postings at the end of the financial year itself to replace them with their updated version. During this process, the transfer postings at the beginning of the year (referring to the previous year’s closing) were also deleted. This behavior has been corrected and now only the year-end bank transfer postings are affected by the closing.
Closing: In a second closing, it has always been necessary to manually select all document types that were to be transferred newly in the following year. This often caused confusion among users, especially with regard to financial documents that were changed in the year to be closed and transferred to the new year. From this update, the software automatically selects the financial documents (invoices, credit notes, opening balances) when closing. It is always possible for the user to change this default selection as well as to select other types of documents.
Payments to creditors: when making a payment to creditors from a foreign currency account, only the amount in CHF was displayed. Now, next to the amount in CHF, the software also displays the total amount in the currency of the account from which the payment is made.
Salaries: the calculation of the ALV base was not correct when the ALV base was to be calculated based on the days worked in the month. The calculation is now done correctly.
Salary slips: Salary slips now contain details of the amounts paid to third party beneficiaries for the month. If the entire salary is paid to a third party beneficiary this is now clearly visible. The same behavior also affects salary slips in which several partial amounts are paid to one or more third party beneficiaries.
Withholding tax: The wage that determines the withholding tax for part-time employees is calculated on the equivalent amount of the theoretical 100% only when it concerns the employee’s main activity. In other cases, the calculation is based on the actual amount.
Timesheet: a new feature allows to import activities from a well-formed file. Importing activities is done like importing documents and it is possible to automate it by correctly setting up the launch of Winbiz via the Windows Task Scheduler. For more details refer to the documentation included in Winbiz.
SilverDAT II: some packages were not correctly included in the Winbiz documents when obtaining the calculations made in SilverDAT II. All packages are now supported and included in the Winbiz documents.
Addresses: Until now, the IDE/VAT number of the addresses was in the Creditor tab of the address. It is now moved to the main form of the address.
Closing: In a second closing, it has always been necessary to manually select all document types that were to be transferred newly in the following year. This often led to confusion among users, especially with regard to financial documents that were changed in the year to be closed and transferred to the new year. From this update, the software automatically selects the financial documents (invoices, credit notes, opening balances) when closing. It is still possible for the user to change this default selection as well as select other types of documents as well.
Assets: a new filter, available when calculating depreciations, makes it possible to filter the depreciations to be calculated from the asset account chosen in each asset. Only asset accounts used in fixed assets are displayed in the filter list.
Catalogues: Some catalogues offer articles with descriptions in several languages. When a search was subsequently carried out, activating the possibility of searching in external catalogues, the search results were confusing. Descriptions from the Articles database followed the user-defined language order, while descriptions from the catalogues were always displayed in certain columns regardless of the user’s language preferences. As a result, some columns displayed results in more than one language. The software now respects, in all cases, the choice made by the user.
Real Estate Objects: when invoicing expense statements and monthly rentals, it is now possible to define a date for the lines of items that will be invoiced.
Payments: In the payment received mode, the payment posting always also posted the pending payments. From now on, as in the case of agreed consideration, only payments that are not pending are posted. The confirmation of payments is always done from the payment list toolbar.
Collection contracts: it is now possible to identify postal accounts simply with IBAN and BIC/SWIFT also from collection contracts.
Copying documents: the payment method was no longer correctly adopted when copying or transforming a document. This behavior has been corrected.
Prestashop: the export of items to Prestashop has been modified to take into account items with descriptions in several languages.
Salaries: the speed of the preview and printing of the salary summary for all employees has been significantly improved.
Wage payments: when one wanted to pay a wage by entering only the IBAN (without account number) of the employee’s account, and the ISO20022 standard was used, the software did not make the payment while warning the user with a generic message. This has been corrected and it is now possible to enter the SWIFT/BIC code of the employee’s account (or clearing, which then determines the SWIFT/BIC code).
Withholding tax: the case of an employee taxed at source in a municipality that merges with another municipality was not covered by the Swissdec certification. It is now sufficient to change his tax municipality so that the software, without any further user intervention, transmits this change in a form that can be understood by Swissdec recipients.
Winbiz Evaluation: the Evaluation version now also allows you to discover the functionalities of the Winbiz Agro edition.
Virtual Printer: The virtual printer is required to produce certain types of files, including PDFs. Until now, to ensure that it is properly configured, it was reinstalled each time it was used. From now on, the virtual printer is uninstalled and reinstalled automatically only when the software is updated. This improves the speed of PDF file production. It is still possible to reinstall the virtual printer, if necessary, from the Options.
Gasoline vending machines: a new list available in the billing allows you to choose an existing payment method to be used when billing. By default the payment method defined in each address will be used.
Winbiz Cloud: the functionality to acquire images via local scanners is now disabled for Winbiz Cloud.
File creation: when creating a new file subject to VAT using the net tax debt rate method, the software will now automatically set the VAT to Gross.
Replacement of the chart of accounts: inconsistencies were sometimes reported when comparing accounts without VAT when creating relationships between old and new accounts. The rules for allowing mapping were too strict and the behaviour of the software was changed so that VAT information was only checked when accounts were set up with VAT.
Posting import: Posting import allows you to import document numbers of up to 20 characters. Up to now the document number import was limited to 10 characters. Compatibility with the 10-digit document number is guaranteed.
Payment methods: it is now possible to fill in the postal account numbers that allow to interface correctly with the WIR bank.
Swisscom Health: the former Curabill supplement is now renamed Swisscom Health
Addresses: it is now possible to enter addresses with Company Name that do not begin with a capital letter. The same change applies to Companies in the contacts as well as the names of the Company Reasons in the Project Clients and in the properties of the folders and branches.
Stock: Archived documents were taken into account in the goods movements displayed from a material. This behavior was not correct and has been corrected.
Stock: Initial balances were sometimes inaccurate in the goods movement report by warehouse. This behavior is now corrected. Bizinfo has been contextually enriched with the ability to return Initial Balances for a given item.
Catalogs: updating prices from a catalog could display a warning about an incompatible operator or operand. This message was not necessary, but still interrupted the price update. This behavior has been corrected.
E+H Catalogue 2010: When importing this catalogue, some descriptions displayed illegible characters. The import has been corrected.
Catalogue ferronorm: this catalogue has been updated to correspond to the latest version provided by ferronorm. Each ferronorm customer can request a customised catalogue structure. Users can find a list of the fields that must be present and their order in the software’s Help section.
Mitsubishi catalogue: the Mitsubishi catalogue import has been updated to take into account the latest available version.
A new feature allows you to pay an employee’s entire salary to a third party beneficiary. This is especially useful in typical cases where an employee’s thirteenth salary has to be paid in full to a debt enforcement agency. To perform the operation, simply open the employee’s salary calculation and then, in the “Absences, payment” tab, choose to pay the salary to a third party beneficiary as well as the third party beneficiary itself.
The calculation of the KTG base was not performed correctly when several KTG wage types were used when calculating the salary of the same employee. The calculation is now correct.
The field for entering the insured person number (BVG tab for activity periods) has been expanded.
When a heading was removed from a salary calculation, its coefficient and base could be attributed to the heading that preceded it. This behaviour is now corrected.
The software required a first hire date to be entered when creating an employee model. This behavior has been changed, but the obligation to enter the first hire date for employees has been retained.
Swissdec: the creation, deletion, modification of Swissdec recipients of type Taxes has been prohibited. The use of a different recipient than the one provided by default with the software made it impossible to carry out a correct transmission. In addition, only one recipient is permitted. If clients have erroneously deleted the default recipient in the past, the default recipient will be automatically recreated when the software is launched.
If a task was defined as not billable and its status was then manually changed from “Not billable” to “Billable” from an activity, it was then not proposed for billing. The behavior has been changed so that these activities are now proposed for billing.
Items related to activities were sometimes displayed several times in the project detail situation. This typically occurred when the project spanned several years. The behavior has been corrected.
ZIP: a major change in the postal platform made it impossible to update the ZIPs provided by Winbiz with the official postal list. This update is newly available.
Posting journal: the posting journal did not display results for journals that did not come from the commerce module. This behaviour has been corrected and it is now possible to correctly view the content of the accounting journals for salaries and fixed assets as well.
SilverDAT II: the interface with SilverDAT now allows you to retrieve full details of documents created in SilverDAT II. The detail of each document line now contains the quantity entered in SilverDAT II as well as the unit price of each item.
List of employees: This report did not correctly take into account the filter on employees subject or not subject to withholding tax. This behavior has been corrected
Salaries: Salaries of minor importance (less than 2300 CHF per year) are now managed by Winbiz. These salaries are now not transmitted via Swissdec until the floor is reached.
Salaries: the annualisation of the KTG could be incorrect for an employee with several periods of activity: it is now done correctly in all cases.
Salaries: the calculation of the ALV base was not correct when the ALV base was to be calculated based on the days worked in the month. The calculation is now done correctly.
Salaries: The annualization of the KTG was only possible until now if the user defined special limits in the corresponding field. Annualization is now performed correctly regardless of the wage type setting.
Payments to creditors: It was possible to enter an off-year date in payments to creditors at certain places in the software. The behaviour has been modified so that the dates of payments to creditors are always between the fiscal year dates.
Importing documents: Importing documents now also allows you to import payments to creditors linked to existing invoices.
Goods Receipts: The status of goods receipts did not take into account certain types of document lines. It was therefore not possible to print text lines, dividing lines, etc. Now all line types are correctly maintained. The reports for other creditor documents have also been revised to ensure that all the line types that can be used in each document type are displayed in full.
Invoice presentation: for the “ESR cash on delivery” presentation, it was not possible to uncheck the box “On a separate page”. The behaviour of the software has been changed to allow this.
Catalogues: it is now possible to import the Yamaha and Hostettler spare parts catalogue. Catalogues must be obtained from Hostettler Autotechnik AG.
Catalogues: it is now possible to import the Motochic catalogue for motorcycle parts, accessories and clothing. The catalogue must be obtained from Hostettler Autotechnik AG.
Periodic documents: the periodicity was not correctly maintained for periods of 24 or 36 months. This behaviour has been corrected.
Salaries: the total company summary could display different amounts depending on the type of printing; printed directly from the software or converted to PDF via the virtual printer. This behaviour is now corrected. The problem is also corrected in a few other reports that may have had the same problem.
A new option makes it possible not to deduct CM amounts from medical expenses in the settlement for trades offices. By default the amounts are deducted. The user can set the deduction independently for each type of trade association.
Winbiz AGRO virtual printer: it could be impossible for a user without administrator rights to print via the virtual printer from a Winbiz AGRO version. This behavior has been corrected. For hosted environments, it is necessary to reinstall the virtual printer from the Tools/Options menu.
Exporting files: when a user exported files by entering a name, the text chosen for export was not respected. This behavior has been fixed.
Sending PDF documents: following the update of the tool generating PDF files, some fonts were not displayed correctly in PDFs, in particular the OCR-B font. The OCR-B font was not correctly included in the PDF file, despite the fact that it was embedded in the generated PDF. This behavior is now corrected.
Winbiz Cloud: the minimum resolution to be able to display the ribbon is 1024*768. If the resolution used is lower, the classic menu will be used by default and it will be impossible to use the ribbon.
VAT transitional period: it is now possible to carry out a VAT statement (transitional period) also for fiscal years using the flat-rate method (Rate of net tax debt). In this case, it is necessary to first set the rate(s) to be used for the old and new period. This setting, which is automatically proposed to the user who needs it, is made from the settings. The software then uses this table to assign the correct flat rate to the postings that contain VAT.
VAT: With the “net tax debt rate” method, the VAT statement indicated certain entries in the wrong figure. For example, postings that should appear under the number 230 could appear under the number 200. This now works correctly.
Deltacash import: When importing entries from the “Deltacash” cash register interface, the VAT information was not systematically and correctly transferred. This behavior is now corrected.
Sales – discount tables: For discount tables, it is now possible to enter negative percentages for quantity discounts. This makes it possible to make either quantity-related discounts or surcharges. Example: In the occasional case where certain materials are not sold in boxes, but in bulk (screws, nails, etc.), it is possible to make a price increase.
Items: it is now possible to enter initial quantities ranging from -999’999.99 to 9,999,999.99.
E-banking: UBS Bank’s ESRBs use a slightly different format from the classic ESR issued by Swiss Post. Until now, it was not possible to import them as payments without changing them manually. Now they are recognized by the software and also archived in their original format. It is possible to retrieve the ESRBs automatically via various e-banking or DirectBanking contracts that users can conclude with their UBS bank.
Employees: When creating an employee from a template, it is not possible to correctly calculate rates for certain wage types that are linked to age-based tables for the employee. Now, a message warns the user that certain wage types are in this situation and mentions them in the form of a detailed list.
Salary slips: bank details were always printed in French on the salary slips, regardless of the employee’s language. All fields on the salary slip are now printed in the language of the respective employee.
Salary journal: in some cases, the salary journal had asterisks in the total per month. This behaviour has been corrected.
Petrol vending machines: the BICA interface is now also compatible with customers with card numbers greater than 3 digits.
Closure documents: the preview of closure documents was no longer possible. This behaviour has been corrected.
Closure documents: The production of documents from the A-Twin DataPool required a processing time of one minute. In the event that some of these documents required longer processing, the time was increased to 5 minutes.
Installed software such as A-Twin is renamed with this update in Winbiz. All the functions specific to A-Twin users remain available, as well as the example folders.
Importing postings from A-TWIN.Cash no longer correctly recognized tax types that had a different code than their type. The behavior was changed to perform these imports correctly.
In the flat-rate VAT settlement, the posting amounts in the figure 235 in sales (figure 200) were never taken into account. This behavior is now corrected.
If one chose to print documents with ESR in PDF (Virtual Printer) by embedding the fonts, the reference number was not visible in the pdf file. This problem only occurred with certain versions of Windows. This behaviour has been reviewed and amounts and reference number are correctly visible on any operating system.
The Transmission of Payroll Data of Persons Taxed at Source now takes into account the tax adjustment (or tax smoothing at source).
The calculation of ALV, ALVZ and AHV for salaries after leaving could be incorrect when an employee had several periods after leaving in the same year. This behavior has been corrected.
Reports – send: the list of formats to which it is possible to export any software report has been revised. The docx and xlsx formats have been added and the quality of exports to image file formats (JPEG, TIFF, GIF, PNG, BMP) has been improved. Some formats (typically Word in absolute position) that were no longer exported correctly, with some versions of Windows, are now handled correctly again.
Importing documents: the use of the tag when importing Reconciliation Accounts and Turnover Accounts has been improved when importing documents. If this tag is used, Winbiz will now first use the accounts specified respectively in the addresses and in the accounting modes of the items used. Only if these accounts are not specified Winbiz will use the more generic accounts entered in the Options.
Importing documents: files from the ETIC-AEF software are now recognized when importing documents.
Import of entries: it is now possible to import the files containing the sales and payment logs from the cash registers of Technique DCSA.
Accounting: When closing the accounts, a check was made to ensure that all assets were posted. If assets had not been posted, it was not possible to close the fiscal year. This behavior was revised to be less restrictive. If assets are not posted, this is notified to the user, who can still close the fiscal year ignoring the warning.
Sales – Debtor Status: Debtor Status now supports documents with multiple due dates. Amounts due at each due date are now presented according to each due date.
E-banking: we now support the EBICS communication protocol (versions 2.4 and 2.5) when creating a new contract with a financial institution.
nexmart: When exporting a catalogue from Winbiz to the nexmart MDE, the price taken over for each supplier is the gross purchase price entered in the logistics tab of each item. If this Price is not filled in, then by default the purchase price entered in the Item Properties tab is taken over.
Factoring Plus: Printing and/or emailing costs are now taken into account when importing the daily report sent by Factoring Plus. Address codes are now mandatory once the Factoring Plus add-on is activated. This address code is then used when transferring receivables to Factoring Plus. There is the option of automatically filling in missing address codes: this is done from the global address changes.
Salaries: the Payroll Tax at Source report now allows you to view the amount of the Commission or Deduction of Collection for the employer. The calculation is done by canton of submission and the Collection Deduction is calculated on the basis of the percentage entered in the swissdec recipients.
Salary certificates: the behaviour of the Marginal Number 52 was not the same if the salary certificate was produced from Winbiz or from Swissdec. The behaviour when producing the certificate from Winbiz has been corrected and there is now uniformity between the two treatments.
Professional associations: two new options allow you to modify the results of salary statements for professional associations. It is now possible not to deduct amounts from AHV pensions for persons who are not subject to AHV contributions or for pension recipients. These two parameters can be activated together or separately. Each professional association can be parameterized independently of the parameterization of other professional associations that may be used in the same file.
VAT: Posting lines for pure VAT (at 100%) classified under tax code 300 now also appear on the official settlement with boxes as well as on the periodic settlement.
Accounting – P&L: The texts Result for the year and Operating result are now displayed even when the results for the current year are equal to zero. The previous behavior made it unclear how to compare with a previous year with results that were different than zero.
The software could generate an error when printing the turnover per salesperson. This error was caused by the presence of lines of items without associated items. The behavior is now corrected.
E-commerce – Plugin.ch : plugin.ch is the Swiss leader in the management of sports clubs via internet. It is now possible to interface with plugin.ch to retrieve invoices. This functionality can be configured from the configuration of interfaces with e-commerce sites.
E-commerce: it is now possible to reset images published on an e-commerce site. All the images linked to articles to be published will then be sent again on the next publication. This new feature is accessible from the Maintenance tab of the publication/publication.
nexmart: The form for setting up the nexmart FTP connection can now be used to set up folders in which nexmart customers can receive order confirmations, goods receipts or invoices from creditors. nexmart customers who wish to take advantage of these services should contact nexmart directly to receive instructions for the setup.
nexmart: nexmart document retrieval now also automatically retrieves additional documents that can be configured in the FTP configuration of the nexmart add-on.
nexmart: it is now possible to export items and suppliers to the MDE mobile device provided by nexmart. You do not need to be a nexmart member to use this new feature, which includes the ability to place orders to suppliers from the MDE mobile device.
Salaries – tax at source: a new field indicating the degree of occupation for a person subject to tax at source is available. The QST Base (and the applicable scale) is then calculated based on a 100% salary projection.
Projects: some documents appeared as off-project in the project situations for projects straddling several accounting years. These documents are now correctly taken into account.
License transfer: the license transfer wizard has been redesigned to make its use clearer.
Changing the chart of accounts: the user can now choose to replace his chart of accounts with: one of the plans delivered by default with Winbiz, the plan of another existing folder, an empty plan to be built autonomously.
Changing the chart of accounts: once the choice of the new plan is made, Winbiz proposes to automatically match the accounts that have the same code in the old and in the new plan. The user must then simply fill in the missing matches. From this list it is possible to create new accounts on the fly. These new accounts will have by default the codification and description of the old accounts. This is done in a transparent way and by giving the user the possibility to fill in a different code or description.
Change in the chart of accounts: it is possible to save a draft of the change in the chart of accounts. This means that the user is not obliged to complete the operation in one go, but can fill in a series of correspondences, save the state of his entry to request information, complete the correspondences in a second moment.
Changing the chart of accounts: as long as the plan change is in draft status, the change can be reset to zero to restart the replacement with a different plan than the one chosen first, or to restart matches automatically proposed by Winbiz on the basis of account codes.
Changing the chart of accounts: the change of the chart of accounts is effective only once the user is satisfied with the matches filled in. The operation is irreversible but can be carried out at any time during the year. The entries, documents, payments, etc… entered up to the time of the final change will appear under the new accounts once the change has been made.
Changing the chart of accounts: once the change is made, it is still possible to make changes in the new chart of accounts. These changes are automatically taken into account by Winbiz in relation to the correspondences entered when the chart of accounts is changed.
Changing the chart of accounts: the user can choose to replace his chart of accounts with a chart of accounts from another folder. When he chooses this option, he can also choose to take back any correspondence already entered. If the user has to replace several very similar charts of accounts, this feature allows the user to minimize the correspondence by retrieving those already entered in other folders.
Change in the chart of accounts: it is possible that the user may need to add an account from the old chart of accounts to the change even after having made the replacement in the new fiscal year. This is possible and the software will then ask to fill in the correspondence account in the new plan.
Change in the chart of accounts: a new report allows you to view at any time the parameters of the change in the chart of accounts. If the change is still in ‘draft’ mode, the report allows, for example, to have the chosen correspondences validated by a chartered accountant. It is obviously possible to print or visualize the same report also if the change has been made and saved in a definitive way. This makes it possible, even once the change has been made, to view the correspondences between old and new accounts at any time.
Changing the Chart of Accounts: once a Chart of Accounts has been replaced it is easy to view the correspondence accounts from the previous year. The accounts are now displayed in the old fiscal year.
Change in chart of accounts: the comparison with previous year(s) in the Balance Sheet & P&L reports now takes into account the correspondence between the old and new chart of accounts. It is necessary to have validated the change in the chart of accounts to obtain this comparison.
Changing the chart of accounts: Once the chart of accounts has been replaced in a new fiscal year, it is still possible to create a new account in an old fiscal year. When creating, it is mandatory to enter correspondence with an account in the replacement plan. A new field allows you to enter this information, as well as to create a new account on the fly in the new chart of accounts for the new fiscal year.
Change of chart of accounts: Once a draft of the chart of accounts replacement is reloaded for further modification, all validation checks are performed on all matches already entered. This allows users to change the current chart of accounts even if they have already created a draft of the chart of accounts replacement.
Changing the chart of accounts: the user can choose to reset all operations made before the final replacement. This allows the replacement process to start again from the first step, which consists in the choice of the new chart of accounts.
Import postings: It is now possible to automatically take over several pieces of information from the settings for the VAT type or the account affected by the VAT. In particular, it is now possible to automatically transfer the rate, type, and method of posting. The use of the field reserved for the VAT Code or Number has been made simpler and clearer.
Closure Documents: it is now possible to specify a title for Closure Documents. This title will be automatically printed on the Cover Sheet. It remains modifiable for customers with more specific needs.
Fixed assets: the field for entering the amount of a fixed asset has been expanded to allow the entry of fixed assets of several million francs.
Importing DeltaCash postings: Importing DeltaCash postings now also allows you to import purchases (in the form of cash disbursements).
AMFIS Catalogue: The AMFIS catalogue is now updated with the 2015 version.
Items: it is now possible to assign the same image to several items.
E-banking: The connection to the e-banking system of the Jura Cantonal Bank is now via Finnova. The e-banking module has been updated to accommodate this. Jura Cantonal Bank customers will have to redo the settings of their BCJ e-banking contracts after the update.
Wages – withholding tax: it is now possible to use the new scales introduced in the Caton of Ticino for the year 2015.
Salaries: the designations of certain types and subtypes of wage headings have been revised to be clearer for users.
Wages: the import of the monthly wage calculation was no longer possible for employees taxed at source. This regression that occurred at the time of the switchover to Swissdec version 4 has now been corrected.
Wages: The wage data checker now reports whether the BFS Commune number is missing from the employee’s data, from the residence of a period of employment and from the address of a spouse.
Wages: When generating the wage statements, the second line of the employee’s address was not always taken into account. This behavior has been corrected.
Wages: the amounts of the wage certificates could be rounded to the franc under certain conditions: this behaviour has now been corrected.
Wages: the printout of the total company summary did not take the filter into account when calculating UVGZ and KTG wages: this behaviour has been corrected.
Salaries: The KTG and UVGZ tabs of the activity periods have been revised to make the use of the codes clearer.
VAT: Printing the VAT Journal could cause an error under certain conditions. This behaviour has been corrected.
Closing: The first step in closing the balance sheet now makes it possible to check whether there are still assets to be posted before closing the balance sheet. All posting possibilities are taken into account (ordinary depreciation, extraordinary depreciation, investments/divestments, etc.).
The accounting methods available following the creation of a file not subject to VAT now correspond better to the needs of users. It is still easy to make a file subject to VAT that was not previously there.
Periodic documents: the management of the periodicity has been completely revised to take into account the delays due to public holidays.
The transient status could display incorrect data from a fiscal year that does not coincide with a solar year. The status was adapted to work correctly in this case as well.
The module for communication with ZKB (Zürcher Kantonalbank) has been updated. From the end of January, this bank no longer allows the use of SSL v3 protocol when communicating with its e-banking system.
Wages: importing wage types from another file could cause a crash. This behaviour has been corrected.