Create, customise, automate & keep track of invoicing with Win Accounting’s Debtors Control. Get paid on time – and improve customer satisfaction along the way!
Launching Win Acc
Run the winacc.exe application from your install directory
Login using your unique Login and Password
When Logging in for the first time, use "New" for both the Login and Password
You will then have the ability to create a unique login
(keep this safe & confidential)
Once you've logged in, the "Win Accounting Select Company" window will open
Inserting/Selecting Company
To Add a New Company, go to File > Select Company
(this window will also automatically open when you log into Win Accounting)
Add a new company by Right Clicking anywhere in the white space below the “Sample Company” and clicking “Insert”
Enter your company’s name and press Tab for the system to automatically create a Data Folder location
The easy one-page System Parameters window will automatically open after creating a new company
Select your newly created company by double clicking on it in the list
(or by highlighting it and clicking the “Select” button)
One-Page System Parameters Window
The easy one-page System Parameters window will automatically open after creating a new company
Everything with a pink background is a required field
The information entered on the one-page System Parameters window is relevant across all modules for the selected company
Take note: each module has additional System Parameters with module-specific defaults that can be modified by selecting the module and navigating to System Settings > System Parameters
Fill in all relevant company information and click “Save” to continue
System Parameters
Easily fine-tune your additional Debtors Control System Parameter defaults to suit your specific business needs
Access your System Parameters by navigating to System Settings > System Parameters
Take note: the “System Settings” menu button will only be visible when
on the module’s main menu screen
Besides general company information, you can also speed up time by setting default analysis codes, personalised Statement and Document messages, Accounts Receivable Ageing settings, company-related bank details and more
Here you can also set whether you want the Debtors Control Module to integrate with Stock, whether you want to use Remote Document Posting, if the system should check if Credit Limit is exceeded and more
Win Accounting allows for Multi-User functionality
After logging in with the “new” “new” details, you can easily create a new user
To add a new user, click Option > Security Menu and then Browse User
Here you’ll see a list of all the current users
Add a new user by clicking the “Insert” button
Take note: When first creating a new user, their password will be the same as the Login Code/Username - The user will have the option to change their password when they first log in
Your Win Accounting licence allows for 5 unique users - speak to your Win Accounting Agent or contact Win Acc Support to unlock additional user slots
Changing Your Password
Change your password by going to Options > Security Menu > Change Password
Enter your Old/Current Password and your NEW Password
Verify your New Password and click “OK” to save
Accounting Period
While your fiscal period start month (Accounting Period) is set in the one-page System Parameters Window after first inserting your company, if required, these dates can be modified by opening the Debtors Control module and navigating to System Settings > Debtors Periods
Here you can easily change the specific month-end day for each financial month
Should you wish to modify the fiscal period start month to a different month than what was initially set in the one-page System Parameters window, this can be done quickly and easily by doing the following:
To fully clear/edit your periods table, press Alt+C to clear the first Period End Date - adding a new date, and pressing Tab will cause the rest of the period dates to automatically update (based on the newly inserted date)
Manage your Accounts Receivable and gain valuable business data with ease
Assign unique codes to your Customers, Products, Sales Team, Debtor Groups and VAT Rates to unlock the full potential of the Debtors Control Analysis Reports
Being able to better visualise and connect with your accounting data enables you to make informed business decisions, backed by facts and statistics, rather than gut-feel
Create, fully customise, automate and keep track of unlimited Invoices, Credit Notes, Orders and Quotations in the Document Capture Tab
Use Batch Transaction Processing to speed up the process and save on administrative costs
Integrate with Win Acc Stock Control to easily populate custom pricing, settlement discounts, interest calculation and other important document capture information with a click of a button
Use this section to easily enter, capture and post external transactions that weren't originally created using the Document Capture Tab
Whether you're out-of-office visiting a client, quoting a walk-in customer, recording an ad hoc payment or away from your Win Acc installed location, this section ensures that your business data remains complete, providing a truly comprehensive "big picture" of your Accounts Receivable
Query any and every aspect of your Accounts Receivable using the Query Tab
Select a Debtor to receive a comprehensive rundown of every account/transaction attached to the selected client
Use the Document History section to easily view details of every posted document for a selected Debtor, easily narrow down on a specific document using the "Item Details" button and print the selected document with ease
Use the Document Number History and Document Stock Code sections to quickly and easily search for specific documents
Easily visualise and connect with your business data using the Win Acc Debtors Reports
Use this valuable analysis to enhance your marketing strategies, establish sales patterns, set future budgets more accurately, pinpoint your most profitable products & customers, retain clients, keep your sales team smiling, identify potential sales opportunities and so much more
The sky is truly the limit when it comes to realising the potential for business growth!
