WinContas is an account management program for accounting offices. Thus, it is possible to include and maintain the firm's client contracts, fees, tasks and other routines.

Customers

You don't need to have Data Cempro's other accounting systems to use the office management system, but if you do, you won't need to register customers again. In addition, you will have an information screen for each customer, showing their profile and all the resources used by them, such as: number of accounting and tax entries, monthly average of entries, number of active employees, number of items registered in Fixed Assets, etc..

Contracts

You inform the services to perform, WinContas suggests an ideal fee amount that can be changed. You print the contract through the system itself (standard of CFC), which can be edited and sent by email to your customer. The office management system will still control its renewals and readjustments, letting you know at the right time.

Fees and/or Services Provided

The office management system automatically generates the fees, issuing the RPA or NF, already with the discounts due from the INSS, ISS, CS and IRF, if applicable.

Current Account Integrated to the Cash and Balance Sheet of the Office

You pay an expense to be recovered, post the checkout to your cashier and the office management system automatically debits your client. You receive an amount, per account, from your customer, WinContas issues the Receipt, the entry in your Cashier and credits it to your customer. All of this is reflected in the statement of accounts. At the end of the month, you still have a comparative 12-month balance sheet, to analyze the office's results, which can still be interacted with on screen and, if you are doing the office's accounting, everything will be registered in this automatically.

Charge

You can generate a billing document for your customers' checking account balance, issue a barcode bank slip, send everything by e-mail, print payment receipt and/or download automatically with the bank's return file, generating the entries in your bank account and automatically crediting the payment to your customer.

Bills to pay

The office management system allows you to control the office's accounts payable, issuing reports by maturity, by supplier and automatically posting the payment of the bill to the cashier.

Task Management and Duty Schedule

You define monthly and annual obligations and eventual tasks for each client and the office management system automatically generates service requests by area (accounting, tax, personnel and others). Your employees complete the tasks and download them one by one, so you can know at any time what is pending or to be done.

Protocols

The office management system manages and prints the protocols for both receipt and delivery or returns of documents, allowing the download of documents, in order to control the backlog of returns, when necessary.

Archive Administration

You inform the office management system where each box or archive folder with documents will be kept and when you need it, just make a query in the system to locate the desired file. So you can better optimize your archive spaces without worrying about finding documents in the future.

Contact Registration

Through this option, it is possible to record, for future consultation, all communication with your customer, noting everything that was talked about during visits, phone calls, correspondence, e-mails, etc..

Monitoring of Workstations

Without leaving your computer, you can choose a workstation and see what your collaborator is doing, whether they are working, playing on the internet, playing games, etc..