Winbiz

Winbiz Specialist course

Participants will learn the secrets of how Winbiz works in more or less complex environments. Would you like to learn how to ensure that Winbiz is always up to date? How to connect to an online store? How to import data? How to set up e-banking? How to assist a company looking to implement Swissdec transmission rapidly? All these questions are answered in this advanced course, which also prepares you for Winbiz Specialist Certification.

How do I sign up?

The current situation requires adaptations from all of us. The protection and health of our customers is paramount for us, that’s why the group courses are cancelled because of COVID-19. They will resume as soon as the health situation permits.

During this particular period, we offer personalized remote learning courses. You can register by following the usual procedure. The content and price will be adjusted to your specific needs.

Target audience

All IT vendors and partners working with Winbiz Cloud should take the Winbiz Specialist course. It offers all the necessary information to assist SMEs quickly and safely. It is also suitable for users with advanced knowledge of Winbiz Cloud and IT.

We recommend that you have a very good knowledge of all Winbiz Modules and be very comfortable using IT tools.

Contents

General information

  • Setting up automatic updates
  • User and security management

Accounting

  • Creating a company accounting file
  • Setting up VAT
  • Interest management
  • Currency management
  • Security of accounting entries
  • Entry options
  • Importing accounting entries
  • Analytical accounting
  • Asset management
  • Liaison with Excel

Commerce

  • Address management
  • Management of stock and items
  • Sales management
  • Purchase management
  • Use of e-commerce
  • Point of sale management

Projects

  • Order of tariff priorities
  • Supervision of activities for validation
  • Setting up invoicing options
  • Definition of fields to be frozen during input

Payroll

  • Setting up Swissdec with or without tax at source
  • Creation of salary statements
  • Use of third-party beneficiaries
  • Creation of electronic payment orders with e-banking or e-finance
  • Calculation and accounting of employer’s share
  • Printing statements
  • Accounting for salaries
  • Transmission of electronic statements via Swissdec 4

Price

CHF 180.-/hour (exc. VAT)

Inscription au cours personnalisé

Registration for the custom course