Welcome to WinTeam Help
Overview
WinTeam is the most powerful financial, operations and workforce management tool on the market. It is fully integrated, sharing information throughout its modules. You need only to enter information once, saving valuable time and resources, and lowering the margin for error.
TEAM's online help tools are designed to help you increase productivity, to assist you in fully implementing your TEAM products, and to provide you with a progressive path as your company's needs change.
Users can view a graphical representation of each module's workflow menu map by selecting the Menu Page icon on the WinTeam toolbar. Icons representing each main screen/function in a module will be visible, with individual security permissions dictating those icons that may be selected to access said screens/functions. WinTeam's Navigation Pane is also security driven, and from that area individual users see only those modules/menus to which they've been granted access.
Overview by Module
The following describe briefly some of the main functionality you will find in each of WinTeam's modules. Click a module link below to view the corresponding menu map. Menu maps feature workflow icons of screens/functions that link to related help topics.
Accounts Payable - Enter and track vendor information, purchase orders and invoices; print checks. Reduce/eliminate late payment penalties and capture early payment discounts. Instantly locate invoices with supporting documentation.
Accounts Receivable- Enter and track customer information, create and print purchase orders, enter and print invoices, post cash, perform Cash Transfers, and set up Sales and Use Tax. Information stored here is shared closely with Work Scheduling, Inventory, the General Ledger and Personnel Scheduling.
Fixed Assets - Enter and track company assets by Job.
General Ledger - View your Chart of Accounts, General Ledger and Trial Balance; create budgets, financial statements and update journal entries; reconcile your bank accounts.
Human Resources - Set up and track employee benefits; track employee performance and equipment issued.
Insurance Benefits - Track and administer all insurance benefits, and ensure your company is operating in accordance with the Affordable Care Act.
Inventory - Track inventory received, sold and consumed.
Job Costing - Powerful and popular -- allows you to enter and track job information and Hours Categories; view a full profit and loss statement for each job on screen; use the On Screen Job Costing report to drill down to details, including an original invoice or check.
Payroll - Track all employee information, including timekeeping and performance data; process payroll checks .
Personnel Scheduling - Create schedules for each job site and update completed schedules to billing and payroll; search for the most qualified candidate for a post; track performance, find open positions, identify overtime activity, and update invoices.
Quality Assurance - Create, manage, and report on Checkpoints; use Checkpoints to create and respond to questions, act based on responses, and share results.
System - Divided into three areas to ensure you effectively manage Setup, Security and Tools.
TeamBid - Create and define tasks, estimate bids, generate proposals, and organize task details for jobs.
TeamTime - Versatile and robust time and attendance suite -- enables you to meet the diverse needs of small and large companies alike. Completely automate timekeeping processes, and save valuable time and money.
Work Scheduling - Create and define tasks, and identify where and when work will be completed, what will be done, who performs the work, and why it is being performed; generate work tickets and itineraries.
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