WINPACCS Cloud

Release Notes

Bug fixes

  • In the overview of accounts in the main chart of accounts, line breaks are now displayed correctly in the columns for the account description.

Bug fixes

  • When migrating a project to a partner project, a check is no longer performed to see whether the Accounting 3 journals have been finalised.
  • In bank details that are to be migrated into partner bank details, checks are no longer performed for assigned archived projects

New features

  • The voucher date is now also forwarded in the Beleginfo Inhalt 1 field when the file-based forwarding of postings to DATEV occurs.

Bug fixes

  • If the internet connection was poor, uploading attachments to closings and batches of vouchers led, in some cases, to a high server load. This has now been corrected.

Bug fixes

  • Whichever page you arrive from, the new feedback window is now correctly displayed in the respective language.
  • When manually uploading attachments to closings and voucher batches, the uploading process did not start automatically. This now works again correctly.

New features

  • In the Organisational settings, a limit can be set for the size of all the digital vouchers in voucher batches and closings. If this limit is exceeded in Accounting or Cashbook, users receive a warning with a request to create a batch of vouchers or a day-end closing.
  • The Postings overview has new table columns: Digital vouchers size, Digital vouchers number of and Project country.
  • There is now a progress bar for when data packets are uploaded and the process has been improved to make it easier to upload larger data packets.
  • Digital vouchers now comply with GoBD (the principles of orderly accounting in electronic form). Therefore, the delete function has been removed. The vouchers are filed by version number; older versions of a voucher can still be viewed.
  • A Feedback function is now available again in the Help menu.
  • The overview of the main accounts in Financial administration has been updated to new table technology, thus improved table functions are available.
  • The Project chart of accounts functional area has also been updated to new table technology, thus adding improved table functions.
  • The usability of the Funding tab in a journal has been improved, especially where assigning new fundings is concerned. All available fundings are displayed, a funding can be set to postable or not postable. The user interface has been slightly modified.
  • In the Organisational settings the Supply of funds management functional group has been hidden.
  • Period-end closing – an obsolete term – has been removed from the Organisational settings.
  • Various data origins in the old Accounting 3 world have been hidden.
  • Accounts from the old Accounting 3 world can no longer be created in the main chart of accounts.
  • The field for the name in Portuguese has been removed from the Accounts and Sub-accounts fields.
  • When displaying bank details, the Vouchers and Accounting data tabs are hidden, unless there are postings from Accounting 3 journals. Likewise, superfluous warning messages are no longer displayed.
  • In the list of journals, finalised journals can be shown or hidden.
  • No more cashbooks can be created for Accounting 3 journals.
  • The Reporting currency scheme functional group in a project is now only visible for WINPACCS Support.
  • The Help has been extended for the following functional groups: Journals, Cashbooks, Fundings, Project controlling, and Bank details in the Financial administration and Projects functional areas.
  • Minor improvements have been made to the interface texts and translations.
  • Accounting data of partners are now automatically released.
  • The sorting of the tables in the Data packets functional group has been improved.
  • In a bank sub-account, the Bank details information and SWIFT/BIC of the assigned bank details are now also displayed.
  • In the main chart of accounts, it is no longer possible to create accounts of the Purchase of assets and Sale of assets groups in the Clearing account class.
  • The column selection in the Postings functional group has been extended by the Entry number, Average rate voucher position, Account / sub-account number, CC amount (balance) and VC amount (balance).
  • For postings the Entry number field is also retroactively filled with the number from Cashbook.
  • The Postable in Company accounting feature has been removed from the main and project chart of accounts.
  • Various items have been removed from the User administration and Installation management functional areas: the old report configurators and with them the corresponding Read reports, Edit reports, Save reports publicly and Save reports user rights; the icons for accessing the reports at the top right of the page have also been removed.
  • The Log is now available as a functional group in the User administration and is no longer at the top right of the page.
  • The text search by project number has now been built in for some tables in such a way that it is also possible to search for partially entered project numbers. This has been adjusted for the tables for Forwarding data to Company accounting, Postings (WINPACCS Accounting 3), Postings (WINPACCS Accounting 4), Journals, Fundings, Assets, Movements of assets and the Project overview.

Bug fixes

  • The header of the Individual posting report now shows the project and journal number, as in other reports.
  • In the detail view of a posting, the preview of a digital voucher is now correctly adjusted to changes in the size of the detail area in all formats, even in the Chrome and Edge browsers.
  • Previously, it was possible to enter an asset without a location, although the Location field is mandatory. Spaces are no longer allowed as locations, a mandatory field check now always occurs.
  • The technology for downstream processing of closings has been made somewhat robuster, so that even rare errors can no longer occur when accepting and submitting a journal.
  • If a project is removed from a user or person in the Assignment tab in the User administration, a check - when saving - is no longer performed to see whether this person is still assigned to a finalised cashbook.
  • In the Balance overview, confidential journals are now no longer included if the user is not authorised to view confidential data.
  • In the Installation management settings, the Expiry warning level 2 (in days) value is now displayed correctly in edit mode.
  • When publishing the Main chart of accounts, the Supply of funds - Partner account was a mandatory account if the Partner accounting - for information purposes - WINPACCS cost control (entry) was activated. This has been changed, the account is now only mandatory if the Partner accounting - Balance sheet effective - WINPACCS Accounting data source is activated.
  • In the text field for the name of the project type in the Organisational settings, the character limit has been implemented correctly.
  • An error message for the mandatory field check when saving allowed email addresses in the Organisational settings has been corrected.
  • When creating an organisational unit, a check now prevents several organisational units from being set up with identical names.
  • The performance for assigning projects in the User administration has been improved.
  • In the German user interface, the term Anmelden (sign in) is now consistently used instead of Login.
  • In the History table of the User administration, the values in the different languages are now translated correctly in the Event column.
  • In journals, the Assigned fundings and Assigned balance accounts tabs have been simplified and are now called Fundings and Balance accounts.
  • The detail area for displaying the digital vouchers for an asset is now updated correctly when switching to another asset.
  • When manually creating a user and converting a person into a user, the list of available projects is now correctly sorted in ascending order by project number.
  • When manually creating a user, the Changed on and Changed by fields are now also correctly filled in the new personal data for this user.
  • In the Main chart of accounts, when creating a new account of the Costs account class and the Non-recoverable VAT account group, the Manual entry of the company currencypossible postability feature is now correctly preassigned with No.
  • The Search function in the table of movements in an asset had not worked correctly, this has been fixed.
  • If a Verification code request is rejected by a user who has since been archived, this no longer leads to an unexpected error.
  • In the Transferred on field in the details of a digital voucher, the same time zone is now used as in the history of the digital vouchers.
  • In the Partner management Organisational settings, the Partner projects are used checkbox can be correctly used and now no longer be deselected if partner projects already exist.
  • In the Reporting currency scheme column the rates are now printed with 11 decimal places in analyses with posting positions.
  • When creating an analysis in Project controlling, a mandatory field name has been corrected.
  • When converting a person into a user, a correct error message now appears if no user role has been selected.
  • The available columns when configuring an analysis are displayed in full again.
  • When manually creating new users, the Title and Country fields are no longer preset, but initially have the empty <no selection> <no selection="">entry.</no>
  • When releasing the Project chart of accounts, an error message has been formulated more precisely.
  • In Project controlling, in analyses with the breakdown and display of percentage values, these were incorrectly added up in the totals line. The totals line now shows the values correctly.
  • The description of the Project staff user role has been finetuned.
  • In Financial administration in the overview of Project accounting journals, checkbox filters are now also available for the Project, project number, journal and journal number columns.
  • When navigating through the list of indicators in Monitoring in the Project planning and monitoring functional group, the documents are now correctly displayed for the correct indicator in the detail area.
  • If one switches to the next posting in the view of a posting, the history section of the digital vouchers is now updated correctly.
  • On the Authorised persons and Assigned projects tabs in the Bank details functional group, the detail area for the documents could not be opened. The button has now been removed.

Bug fixes

  • Double-clicking on a column edge in a table now correctly adjusts the width of the column to suit the size of its content.

Bug fixes

  • TLS has been restricted to version 1.2. Older versions have been deactivated; as a result, the automatic data exchange for the WINPACCS Accounting 3, Cashbook 1 and Cost control 3 modules has also been deactivated.

Bug fixes

  • When transferring data to the Company accounting, the conversion log now displays the correct external project or cost centre in the WP Project column for postings to external projects or cost centres. In the WP Journal column the number of the special journal for costs from external projects is now displayed for postings to external projects.

Bug fixes

  • Saving, setting up and opening asset types now no longer leads to error messages.
  • When projects were migrated to partner projects, partner fundings were removed from the partner journals. This should not be the case and has been corrected.
  • If a funding in the journal for costs from external projects was posted to by an external project, this funding could still be migrated to a partner financing and thus be removed from the journal. This should not be possible if postings have already been made to the funding, and is now prevented. A corresponding error message appears.

Bug fixes

  • In the analyses, the is empty and is not empty filter options which did not function correctly, have been removed from the column filter of the Voucher date and Voucher date (year) columns.
  • In Project controlling, an error that occurred when splitting posting items has been corrected.
  • When converting from WINPACCS Accounting 4 to Microsoft AX Company accounting, the file extension is now csv instead of txt.

New features

  • All PDF reports are now available in the new report layout. The header, footer, tables and section headings have been standardised. The layout of the reports in WINPACCS Cloud is now identical to those in WINPACCS Accounting and Cashbook.
  • The new Project category field has been added to the project master data. All existing projects have been given the Project project category.
  • The existing Project type characteristic is linked and is subordinate to the new Project category characteristic. Each Project type is assigned to a Project category.
  • The new Funds from field has been implemented under Fundings. Partners can be selected in the projects of the Partner project Project category.
  • In projects of the Partner project Project category, new Partner accounting - for information purposes journals have been introduced, these can be used in WINPACCS Accounting from version 4.4.0.
  • The Partner budget - balance sheet effective budget category is no longer available, the new Partner budget - for information purposes budget category has been introduced.
  • In connection with partner projects, various minor adjustments were made to some parts of the Project administration.
  • The new Invoice date field has been added to WINPACCS Cloud. It can be activated in the Organisational settings as an additional field for the accounting and can be used from versions WINPACCS Accounting 4.4.0 and Cashbook 2.4.0.
  • Two additional columns Voucher date (year) and Voucher date (month) have been introduced in Project controlling.
  • In the detail area of an asset, the digital vouchers of the corresponding postings to the asset are now also displayed.
  • If Document management is used, documents can now also be added to assets.
  • In Project controlling, digital vouchers can now be uploaded from external systems in the case of vouchers from Company accounting and partner vouchers for information purposes.
  • Assets can now be created for postings that come from Company accounting via the interface.
  • The Last possible month-end closing field has been removed in journals of the WINPACCS Accounting 4 entry software.
  • Entering bank details has been improved to avoid duplicate IBAN and account numbers. Additionally, further information on the banking institution is automatically completed using the BIC.
  • An export function for the overview of bank details has been added.
  • The new Quantity mandatory characteristic has been added to the budget structures.
  • Transaction type 1.2 Supply of funds due to currency exchange is now called Supply of funds by other journal. Transaction type 2.1 Forwarding of funds due to currency exchange is now called 2.1 Forwarding of funds to other journals. The Currency exchange account group is now called Transfer within project.
  • A quick filter for the voucher date is now available in Project controlling.
  • The link to reset the user password is now valid for only a limited amount of time.
  • Project monitoring now displays totals when grouping by units.
  • In the Organisational settings, the Donor management setting is now called Fundings.
  • In Project controlling, the file names are now uniquely named for each posting when the posting items are printed out.
  • In the main chart of accounts, the first section Master data has been removed.
  • A project can no longer be archived if there are still fundings that have not been finally calculated or archived.
  • New tax keys have been added for the transfer from the DATEV Company accounting.

Bug fixes

  • When assigning projects in users, it is now possible to search for the project number without entering the formatting characters.
  • In Project controlling, the mandatory fields are now highlighted in yellow.
  • In WINPACCS Cloud, the button icon for reactivating objects has been standardised everywhere.
  • Instead of Name, the field label Last name is now uniformly used throughout the software.
  • In individual fields of the multiple classification type the entries can now be filtered by typing characters.
  • An error has been corrected that occurred when saving the Organisational settings for Inventory management.
  • On the detail page of a posting, the Funding field is only visible if the organisation has activated the use of fundings.
  • If you select the No button when setting the check status of digital vouchers in the pop-up question, no error message is displayed.
  • In the bank details, Journals table column the filter did not work with is empty. A few more columns in other tables were affected, but now work.
  • The filter setting for the posting status in Project controlling is now displayed correctly in the configuration area.
  • In the printout of the Donor overview in a project, all the donors were displayed. Now only the donors of that particular project are printed correctly.
  • When editing the table columns in an analysis in Project controlling, all the previously selected columns are now correctly displayed under the selected columns.
  • In budgets, when showing all the historical values, the sub-tables are now also displayed with complete content.
  • When printing the project log, the column headings are now repeated on each new page.
  • Project controlling can now be used without errors when loading the page, if the user does not have the Read analyses in Project controlling right.
  • A project that is set to the Archived status is now correctly republished.
  • When uploading a closing, a journal is correctly automatically reaccepted in certain cases.
  • In certain cases in Project controlling, the selection list of budget structures was cut off in the Edge browser; this should no longer occur.
  • If a budget is created with the Funding budget type and the journal for costs from external projects is created later, the new journal is now automatically included in the budget’s validity area.
  • The digital vouchers in Project controlling can only be read with the existing Read digital vouchers in WINPACCS Cloud right.
  • In Project controlling, the field for the second analysis level can now be edited correctly in an analysis.
  • The name of budget lines can now be entered in all languages with up to 50 characters.
  • When editing new assets, historical entries now omit unaffected individual fields.
  • When transferring data from Company accounting, the archive function is now hidden for import files that have already been archived.
  • The creation of new partner contracts in a project now also works correctly if the user only has the Edit partner contracts in project right.

Bug fixes

  • In Project Controlling, postings were flagged as a conflict if a reversal or reposting was made in a later period, as this caused the reporting period to differ from the original posting. Different reporting periods are now only classified as a conflict if the change to the original posting was made manually.

Bug fixes

  • In certain constellations, an unassigned funding could be saved to a donor. This is now no longer possible.
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