The integrated software solution for international aid organisations
Release 2021.02 (22.07.2021)
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 Cloud is now identical to those in 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 the 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 Accounting 4 journals.
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.
Release 2021.01 (18 May 2021)
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.
Release 2021.01 (11 May 2021)
In certain constellations, an unassigned funding could be saved to a donor. This is now no longer possible.
Release 2021.01 (23 April 2021)
Conflicts in Project controlling that arise during a subsequent posting can now be resolved.
A reversed posting in a subsequent posting was not marked as reversed. This has been rectified.
The properties of a reporting currency scheme can now be saved again.
If a new currency is added to a reporting currency scheme, it appears correctly in WINPACCS cost control.
When migrating project backups from WINPACCS cost control, errors no longer occur if a project has no budget structures.
If the list of project fundings is printed out, the total sum is now only displayed with two decimal places.
Release 2021.01 (12 April 2021)
The BU key for 16% and 5% VAT has been integrated for the DATEV interface.
New fundings were no longer automatically assigned to the Company accounting journal or overall budgets, this has been corrected.
Release 2021.01 (March 2021)
In the new superordinate Fundings functional area, all the project fundings are now available across all the projects in a user-friendly table with the option of displaying different columns.
The Donor management and Project funding areas have both been relocated to the new Fundings functional area.
Under Projects and the desired project, the functional groups Project funding, Budget structures and Budgets have been combined into a new functional group Fundings; a new functional group has also been added here: Donors. The donors of a project are listed in the new Donors functional group.
Donor-specific templates for budget structures can be created for the donors. These can then be copied into the projects when a new budget structure is created.
In the Postings functional group (only for WINPACCS Accounting 4) individual postings can be printed. This is also the case under Financial administration / Postings (WINPACCS Accounting 4).
If inconsistencies arise in the analyses due to changes to postings in Project controlling and the reversal or reposting of such changed postings, this is now flagged as conflicts in Project Controlling. The reversed or reposted postings can then be adjusted.
The Comment on asset field can now also be shown as a column in the table.
On the overview pages for Bank details and Postings there is now also a button for displaying the selected bank details or posting. The bank details or postings can thus be opened by double-clicking or via the Display button.
In the Project controlling analyses, the traffic light system for showing how much budget remains can now be configured on a scale between -100% and +100% (previously 0-100%).
For new budget structures that have not yet been released, an unnecessary warning no longer appears during editing.
In the Postings (WINPACCS Accounting 4) tables the digital vouchers can now be downloaded in a ZIP file per multiple selection for up to 100 postings.
Project accountants whose authorisation to work with confidential data has been revoked, are removed the next time they edit in a confidential journal.
When copying budget structures, archived projects and archived budget structures can no longer be selected.
In the Project management, the Deadline status field can now deliberately be cleared and no mandatory field check appears.
When loading views in Project management, columns containing calculations such as costs or budgets were not completed correctly. This has now been corrected.
The hiding and reopening of groupings within a line in Project management using the arrows had stopped working. This has been corrected again.
If Inventory management is not used, the Inventory administrator user role can no longer be assigned.
If an asset has been posted in a confidential journal, a user without authorisation for using confidential data can still read and edit the asset, but can no longer open the confidential posting from within the asset.
When transferring data from Company accounting, an undefined error message occurred during the preview if the file contained errors. This is now correctly displayed with a clearer message.
Uploading a document to a funding in the In planning status now also works correctly.
In budget structures, it was possible to select the multiple selection and Monitoring of quantities characteristics at the same time. This is no longer allowed.
When editing the budget lines, the mandatory field check is now performed correctly again both for the code and for the name of the budget lines.
If an organisation does not use Monitoring of quantities, the Monitoring of quantities field is no longer visible in the budget structures.
If there are only archived budget structures with Monitoring of quantities, it is now possible to create a new structure with Monitoring of quantities again.
Without the Read digital vouchers in WINPACCS Cloud right, an error message occurred when opening the Postings (WINPACCS Accounting 3) functional group. It is now only possible to open the functional group with the Read posting right.
In the Postings functional group, the column filter in the Quantity column now also works with the Is not empty operator.
In the Postings functional group, the values in the Quantity column in the table and in the report are now correctly displayed, right aligned, and with decimal places.
In the Postings functional group, the cost centre numbers are now displayed as formatted according to the organisational settings.
On the detail page of a user or person, the Created on and Created by fields are now displayed correctly again.
When editing users or even your own account, the list of allowed email addresses was not taken into account. Now, when saving, an error message appears if an invalid email address is saved within a user.
Performance has been optimised when retrieving the status of digital vouchers from the suite modules.
The editing and thus also the performance of uploaded closings in the Cloud has been improved.
Release 2020.03 (28. January 2021)
When editing reporting positions (split posting items) in Project controlling, the respective amount in reporting currency changed and was shown correctly when editing the split amounts in voucher or company currency. However, the changed amount in reporting currency was not saved. This has been rectified.
When resetting reporting positions in Project controlling, various problems occurred if reporting currency schemes were assigned, or the posting items had been created using subsequent postings in Accounting. This has been corrected and reporting positions can now be reset.
Release 2020.03 (January 2021)
In Financial administration, it is now possible to see all the journals of all the projects in a tabular overview. The respective information on the most recent data packets of closings is also visible for each journal.
Current information from our WINPACCS website is now available on the login page of WINPACCS Cloud.
On a user's detail page, finalised or archived projects, journals, cashbooks and bank accounts are now no longer visible under “Assignments”.
In the list of cashbooks, there is now a column for the respectively assigned sub-account.
In the tables of the bank details, all the journals which use the bank details are now displayed in a “Journals” column.
The 3-digit ISO codes are now also passed on via the interfaces for the countries.
When publishing a project, all the other projects that are allowed to post to this project are now also automatically published.
In the Project planning, it is now easier to enter several elements one after the other. After each new element, you are automatically redirected back to an empty entry page.
In the Project planning, the values of the project start and end can now be automatically adopted for indicators for the start and target date fields. In addition, if the values are entered manually, the system checks whether they lie within the project duration.
In the Project planning, only persons who are also authorised to record indicator values can be selected in the Responsible and Deputy fields.
Archived elements can now be reactivated or deleted in the Project planning.
Archived elements can now also be displayed in the “Project management” table in Project planning.
In Project planning, it is now possible to navigate from one object to the next using corresponding buttons on the detail pages of elements and indicators without having to switch back to the table.
Archived methods can be reactivated in the Project planning settings.
Archived scales can be reactivated in the Project planning settings.
For postings from Company accounting, there is now a separate field in Project controlling for the voucher number from Company accounting, which is also filled out accordingly by the interface. The “Internal invoice number” field is no longer used.
Up to now, the postings for the validity area of a budget were based on the accounting period in Project controlling. There is now a new option “Base period”. This option allows you to distinguish between voucher date and accounting period. By selecting “Accounting period” the previous setting still applies. If you select “Voucher date” the postings are assigned to the validity area using the voucher date as a basis.
Unconverted closings can be rejected in the file-based interface if the “Wait for response from Company accounting” setting is used.
When uploading closings, additional checks have been added as a precaution. The system checks whether the balances of the sub-accounts in CC and VC are identical at the end of the previous closing and at the beginning of the closing to be uploaded.
If a user is assigned the Project financial auditor role or an individual role derived from it, access to confidential data is automatically activated and cannot be deselected manually.
Depending on which Company accounting is used, amounts are passed on in VC or in CC. If amounts are passed on in VC, amounts for which the CC amount equals 0, are now also taken into account.
The abbreviations CC and VC are now used uniformly in all the table columns and field labels in the Inventory management to match other areas in WINPACCS.
In Project controlling, as in the table of postings, there are now columns for the transaction category and the transaction type with number and description.
The fields and columns “Created on”, “Created by”, “Edited on” and “Edited by”, which are frequently used in WINPACCS, are now displayed with consistent terminology and an identical order.
On the detail page of a posting, the same terms are now used for reversals, reposted postings and repostings as in the column headings of the table view for uniformity purposes.
The User administrator is now also mentioned by their first name in the email with the activation link.
When forwarding month-end closings from WINPACCS Accounting 4 to DATEV, the accounting period is now forwarded in the “KOST date” field.
If the postability is withdrawn for one’s own project, the system now checks whether there are still cash books in other projects that use this project. A warning appears.
In the Project planning the field for the short description (previously too long), has been shortened.
The timeline and its labeling are now easier to understand in the Gantt chart in the Project planning.
In the Project planning, the “Add actual value” button is now always available on the detail page of an indicator, not only when the “Measured values” tab is activated.
In the Microsoft Edge browser, column filters were not displayed in the Project management views in Project planning. This now works.
In Project planning, error messages occurred when printing indicators. This has been corrected.
In the Project planning, the setting for displaying the code per project is now saved in the Logical Framework view.
The layout has been improved in several small areas.
Release 2020.02 (1 December 2020)
An error that occurred when printing certain analyses with assigned posting items has been corrected.
The incorrect assignment of limits in cashbooks of the bank or receivable type was corrected.
Archived budget structures are no longer displayed in analyses in Project controlling.
The correct language is now shown on tooltips for buttons where there was previously an error.
Release 2020.02 (4 November 2020)
When rejecting a closing with an attachment, the attachment is now correctly deleted.
The displaying of the wrong cashbook number in the navigation line of a cashbook backup has been corrected.
An error when displaying archived users has been corrected.
An error when accepting journals that do not appear in the history has been corrected.