Issue 05-2019

Issue 05/2019 (18.11.2019)

Our regular Coordinator information aims to provide you with up-to-date information on WINPACCS and assist you in your role as WINPACCS coordinator within your organisation.

This issue offers important information on the following topics: 

  • Review: Symposium and Customer Day
  • Document management now available for testing – free of charge!
  • Note on the use of virtual machines
  • The latest news from our WINPACCS Document library

Review: Symposium and Customer Day

The WINPACCS Symposium 2019 took place on 5 November in Wetzlar and was well attended by 50 guests from Germany and abroad. Interesting lectures and workshops ensured the day was full of valuable information. Many guests also took the various opportunities to network with other participants.

Special highlights were the workshops on Project planning and monitoring, Project controlling, Digital vouchers and the new Document management functions.

All the presentations held at the Symposium are available on our website accompanied by a review of the event.

The programme continued on 6 November – our Customer Day – exclusively for our customers with topics such as the switch-over to WINPACCS 2018, posting to external projects, tax postings in the new WINPACCS Accounting and the new functions in the soon-to-be-launched Inventory management.

All the slides from the Customer Day workshops are available for downloading from our Customer Portal.

By the way – our next Customer Day will be held on 5 November 2020 in Wetzlar. Save the date!

Test the new WINPACCS Document management free of charge from 25.11. to 31.12.2019.

Would you like to file electronic documents in the Donors or Partner functional areas? Would you like digital access to central WINPACCS project documents in the Projects functional area? Or would it be helpful for you to file documents relating to budgets? All of this and more is now possible! In WINPACCS you can upload documents from a variety of locations or link them from external systems. All participants then have worldwide access to them in WINPACCS Cloud.

WINPACCS also offers you a global overview of all the documents relating to data to which you have access. The extensive filter functions mean you can easily keep track of everything.

You can find more information on Document management in WINPACCS on our website.

During the testing phase, this new feature will automatically be available to all users to show them all the benefits. We will publish a brief note about this on the Dashboard from 25.11. If you would also like to use Document management permanently, i.e. beyond the testing period, simply inform us by the end of the year. Otherwise we will automatically deactivate the function, thus deleting the documents stored in it.

If you do not wish this function to be available to your users for testing, please inform us before the testing phase begins, at the latest by 22.11.2019.

Virtual machines offer various possibilities: for example usage of WINPACCS Accounting or WINPACCS Cashbook on a Mac.

If problems occur, virtual machines can also very easily be reset to an earlier "working" version.

Important – please note! Make sure that you have saved your accounting data beforehand. If closings have not yet been uploaded to WINPACCS Cloud and no current backups of the data exist outside the virtual machine, data may be lost when the machine is reset.

By the way, this is another advantage of WINPACCS Accounting 4: Thanks to the daily closings and automatic uploads, it has become very easy to back up all data in WINPACCS Cloud every day.

Current information on the most varying specialist and technical topics on WINPACCS is available on our website. 

As a WINPACCS coordinator you can download these White Papers and information documents directly from the Document library

The following documents were recently added or updated: 

Title Status Remarks
White Paper – Schritt für Schritt – Einrichtung eines Projektes in WINPACCS Cloud July 2019 Updated
White Paper – Step by Step – Setting up a project in WINPACCS Cloud July 2019 Updated

Beyond our events, we’re gladly available for you for any day-to-day issues and look forward to staying in touch.

If you have any questions or feedback about this Coordinator information email, please contact us.

We already wish you a peaceful Advent and Christmas season.

Best regards,
Martin Bork

Managing Director mbi GmbH