White Papers

Valuable documents for in-depth knowledge of WINPACCS.

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Setting up a project in WINPACCS Cloud
Setting up a project in WINPACCS Cloud

The individual steps for setting up a new project are described below in chronological order. A detailed description of each step can be found in the help of WINPACCS Cloud.

649 KB

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Usage of the WINPACCS Cloud Archive
Usage of the WINPACCS Cloud Archive

The WINPACCS Cloud Archive is a facility which allows users to discontinue their active use of WINPACCS while retaining access to their stored data. The WINPACCS Cloud Archive can be used indefinitely at a reduced monthly cost. If you are planning to switch from the WINPACCS Cloud to the WINPACCS Cloud Archive, please contact your WINPACCS Consultant in advance to ensure a smooth transition. The WINPACCS Cloud and the WINPACCS Cloud Archive cannot be used in parallel. However, it is possible to return to an active use of the WINPACCS Cloud at a later date, if so desired.

419 KB

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WINPACCS accounting 4 - What's new?
WINPACCS accounting 4 - What's new?

WINPACCS accounting 4 will replace the existing WINPACCS accounting 3.2. WINPACCS accounting 4 was completely redeveloped and updated in terms of technology and usability. This White Paper is aimed at existing customers. It introduces the most important new features of WINPACCS accounting 4 compared to the previous version.

4 MB

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WINPACCS cashbook 2 - What's new?
WINPACCS cashbook 2 - What's new?

WINPACCS cashbook 2 will replace WINPACCS cashbook version 1.6. WINPACCS cashbook 2 has been completely redeveloped and updated in terms of technology and usability. This White Paper aims to address the needs of existing customers. It introduces the most important new features in WINPACCS cashbook version 2 compared to the previous version.

2 MB

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Changes in WINPACCS 2018.01
Changes in WINPACCS 2018.01

WINPACCS online 2018.01 is a new version that contains a number of small corrections, optimisations and new features. This White Paper addresses all customers that employ WINPACCS. Some adjustments are only relevant for customers who are already using the new version of WINPACCS accounting 4. Other adjustments are relevant for all customers. This is apparent from how the individual improvements are described. This document mirrors the structure of the functional areas. All the changes in any one functional area are described in the respective chapter of this document.

646 KB

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Data protection and data security in WINPACCS cloud
Data protection and data security in WINPACCS cloud

mbi GmbH is conscious of the fact that data protection and the data security of information of our customers are fundamental to their business operations. For that reason, the WINPACCS Cloud was developed based on state-of-the-art software systems with current software technology and the highest possible security standard. In addition, we are constantly monitoring and improving the security standards of WINPACCS Cloud in order to meet the growing requirements and challenges with regard to data protection and data security. This document describes the precautions, measures and processes that mbi guarantees in order to secure and protect our customers’ data in the Cloud.

345 KB

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Document Management in WINPACCS
Document Management in WINPACCS

The new Document management functions allows you to store documents in WINPACCS Cloud or set a link to them from external document management systems.

2 MB

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Moving Average Rate Procedure in WINPACCS accounting 3 - Basics
Moving Average Rate Procedure in WINPACCS accounting 3 - Basics

WINPACCS accounting features a moving average rate procedure, which prevents any profits or losses resulting from fluctuating exchange rates. This means: the funds received by the project/office are converted into costs, equaling the amount of the provided funds based on the company currency (except for rounding differences) or each unit of company currency send to the project/office will be converted into costs. There will be no profits or losses from fluctuating exchange rates. This procedure has been developed by chartered accountants specifically for project accounting for development cooperation.

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Moving Average Rate Procedure in WINPACCS accounting 4
Moving Average Rate Procedure in WINPACCS accounting 4

WINPACCS is an integrated industry solution aimed at addressing the special requirements of international development cooperation and humanitarian aid. The application enables organisations to structure their financial processes to meet their particular requirements and fulfil the diverse demands of international donors for budgeting and calculating costs. Initially designed purely for project accounting purposes, the application has now evolved to become a fully integrated industry solution. Today, WINPACCS covers a range of functions for supporting processes in international aid organisations and consulting companies. For more than three decades, WINPACCS and its predecessor PACCS have been successfully utilised in development cooperation projects worldwide. The modular structure of the system and its design as a software as a service solution means that it can be adapted very flexibly to fit the individual requirements of aid organisations.

1 MB

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New features in WINPACCS Cloud 2020.01
New features in WINPACCS Cloud 2020.01

This White Paper aims to provide you with an overview of the most important new features in WINPACCS Cloud 2020.01 as well as WINPACCS Accounting 4.2.2 and Cashbook 2.2.1. This release offers the following highlights: - You can now link budget lines and accounts, so that when posting, the selection of budget lines is limited to those that match the account. - An account description can be kept in the Cloud for the main chart of accounts and can be retrieved in Accounting and Cashbook.

882 KB

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Transactions in WINPACCS
Transactions in WINPACCS

In WINPACCS you can post all the transactions that are relevant in the project accounting of projects in development cooperation. In doing so, WINPACCS simplifies posting considerably, compared to other accounting systems. WINPACCS works with a number of preconfigured transactions, so-called "transaction categories". Many of these transaction categories are further subdivided into sub-categories, the "transaction types".

1 MB

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Using Digital Vouchers in WINPACCS
Using Digital Vouchers in WINPACCS

Using “Digital Vouchers” in accounting terms means digitizing posting vouchers, saving them in digital form and being able to display them at any time. Using this method produces many advantages. The following aspects, above all, are very interesting for organisations in development cooperation. More and more organisations using WINPACCS or planning to roll out WINPACCS for the projects and offices are thus reviewing the possibility of scanning their posting vouchers and filing them as image files in digital archives. Through the steady improvement of internet connections even in partner countries, the logistics requirements are often met. This document describes the use of digital vouchers in WINPACCS.

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WINPACCS Accounting 4.2 and Cashbook 2.2 - What's new?
WINPACCS Accounting 4.2 and Cashbook 2.2 - What's new?

WINPACCS accounting 4.2 and WINPACCS cashbook 2.2 are now available! The following White Paper provides you with some hints on two important new features that these updates offer: In WINPACCS Accounting and Cashbook you can now easily divide amounts between several budget lines of the same budget structure. There is now a new option for editing a previously entered splitting: If you change the total amount, you can split it among the partial postings according to the previous percentages. This preserves the ratio in which the total amount is divided and the individual amounts are adjusted accordingly. This option is particularly useful for posting templates for regularly recurring posting transactions in which an adjusted total amount is to be split to defined percentage values.

1 MB

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WINPACCS Project planning
WINPACCS Project planning

This White Paper provides you with an overview of the WINPACCS Project planning and monitoring. It offers comprehensive functions for the planning, management and monitoring of projects. If you are interested, contact your consultant today.

920 KB

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