Accounting and Payroll

Accounting and Payroll

Employee and Payroll Management

  • Manage all employee data including job categories, time sheets, payroll data, and unlimited notes.
  • Track earnings, withholdings, time disbursement, and multiple rate categories for all your employees.
  • Calculate and print payroll checks with year-to-date voucher data.
  • Print payroll journals, tax liability reports, 940 and 941 forms, W-2 and W-3 forms.
  • Print certified payroll reports. (not available in Wintac Green)
  • Define your own custom deductions to track 401(k), insurance contributions, union dues, etc.
  • Track employee productivity and profitability, as well as reimbursements for tools and other expenses.
  • Automatically generate employee commissions based on user-defined criteria such as job sales or job profit.
  • Built-in support for direct deposit to employee bank accounts and electronic filing of employee W-2 forms.
  • Post time/labor to jobs from employee payroll, or to employee payroll from jobs.
  • Note that Wintac currently supports withholding calculations based on U.S. payroll only.
  • Unlike most service management software, Wintac includes payroll processing and employee management!

Accounting and Payroll

Financial Reporting and Graphing

  • Prepare general ledger reports, income statements, balance sheets, trial balance, and cash flow forecasts.
  • Generate comparative and departmentalized Profit and loss reports.
  • View and print any report, as well as output to standard PDF format.
  • Analyze sales, expenses, and profits graphically with pie charts and line/bar graphs.
  • Track company data by division and department, and optionally close periods.
  • Sort, group, and filter your financial data with Wintac's state-of-the-art report builder.
  • Use the built-in AccountantÂ’s Export to compile financial data in a QuickBooks®-compatible format.
  • Unlike most service management software, Wintac includes full accounting and financial reporting!

Purchasing, Bill-paying, and Accounts Payable

  • Automatically generate vendor purchase orders based on minimum and optimal stock levels
  • Automatically generate vendor purchase orders based on vehicle usage. (not available in Wintac Green)
  • Automatically generate multiple vendor purchase orders for job fulfillment.
  • Full-featured accounts payable tracking with 30-60-90 day invoice aging payment history.
  • Schedule and make automatic payments on recurring bills.
  • Make a single payment covering multiple invoices from a vendor.
  • Make partial payments on vendor invoices and track early payment discounts.
  • Visual check writing with instant lookup of unlimited vendors and payables due.
  • Print tax information to IRS 1099 Misc. Forms.
  • Manage unlimited bank accounts with detailed activity reporting and automated bank reconciliation.
  • Instantly transfer funds between bank accounts.
  • Automatically generate and print bank deposit slips.
  • Track the details of all credit card expenses.
  • Download credit card transactions from most American Express, Visa, and MasterCard merchant services.
  • Wintac gives you the power to completely automate the bill-paying and banking process!

What are you waiting for?

Wintac software can help streamline your field service business and save you time and money. Take the product tour today to get started!