Partnerbook
WINPACCS Partnerbook
Discover how easily partner bookings can be integrated into WINPACCS.
The WINPACCS Partnerbook - a unique aid for working with partners
The WINPACCS Partnerbook enables the digital recording of expenses at the partner, the transfer to the commissioning project and the verification and simple integration into the internal and external reporting system. A unique tool for collaboration between projects and their partners.
Partnerbooks - simple and efficient financial data exchange with partners
Cooperation with partners is becoming increasingly important in development cooperation. Many project activities are carried out by partner organisations. Often, advance payments are made to the partner organisation by the project. The partner organisations can then submit their expenses to the project for verification.
Recording expenses, submitting them by the partner and checking and releasing them by the person responsible for the project are tasks that the WINPACCS Partnerbook perfectly supports. The WINPACCS Partnerbook can be used online with a specific user role for partners. It is user-friendly and can be easily customised to your own requirements.
The approved expenses are available directly in WINPACCS Controlling and can be used in the list of documents for the client.
A huge improvement in efficiency and transparency for all parties involved.
Functions of the Partnerbook
- Specific user role for using the function at the partner with restricted rights.
- Simple and intuitive recording of receipts by the partner.
- Direct recording in the cloud with the option of uploading digital receipts.
- Account assignment to budget lines possible.
- Copy & Paste from Excel for easy transfer to the partner book, for example an Excel export from partner accounting.
- Download a standard template for pre-recording in Excel.
- Submission of receipts to the project.
- Approval or rejection of the vouchers by the project.
- Logging of all changes from the time of submission.
- Direct integration of the released vouchers into WINPACCS project controlling for use in analyses and donor reports.
- Complete functionality in the cloud can be operated with the browser, no installations required at the partner's premises.
Which user roles allow me to use the Partnerbook?
The Partnerbook can be used with the user role Partner book user. Releasing and rejecting vouchers is possible with the Project controller user role.
Any questions about our products?
Please contact our team with any questions about WINPACCS.
Call us.
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+49 (0) 6441 7809-0
