Winbiz Specialist


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 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.

General information

  • Advanced property settings
  • User and security management

Accounting

  • Currency management
  • Security of accounting entries
  • Entry options
  • Importing accounting entries
  • Analytical accounting
  • Asset management

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

CHF 960.00 (excl. VAT) including course materials

This course is given in French only at our training centers in Geneva or Martigny.

Choose a location and date from the list to register.

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