Name: WinMan ERP Software
Rating: 10 (2 reviews)
Author: WinMan

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Service Mesh

Development

Alumni Management

School Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enhanced 911 (E911)

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Cloud Cost Management

Cloud Storage

Database Performance Monitoring

Email Verification

Fraud Detection

IP Address Management (IPAM)

IT Asset Disposal

Integration Platform as a Service (iPaaS)

License Management

Low-Code Development

Managed IT Service

Master Data Management (MDM)

Network Diagnostics

Network Performance Monitoring

Network Simulation

NoSQL Databases

Rack Servers

Tape Storage

Wireless LAN

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Digital Rewards

Email Marketing

Marketing Automation

Online Proofing

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video Editing

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Consulting

Sales

API Security

File Integrity Monitoring

Security Orchestration, Automation and Response (SOAR)

Security

Animation

Construction Management

Debt Collection

ID Card

Last Mile Delivery

Municipal

Vertical-Specific

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Companies that have undergone mergers and need a software to handle accounting for renewable energy credits have found Winman to be a suitable choice. Users have reported that Winman is helpful for filing returns, calculating P&L, and preparing balance sheets. They have also found it easier to autofill returns and calculate taxes using the software. With Winman, users can prepare balance sheets within seconds by inputting data into the Trial Balance. It has simplified ITR preparation, error resolving, and GST filing for them.

Freelancers have also found Winman useful for filing IT returns for their clients. The software allows for easy data input and tax calculation, making the process less daunting. However, some users have suggested improvements in support time and the overall appeal of the software.

In addition to its accounting capabilities, Winman ERP is used as the core control and planning utility within businesses. It provides benefits such as product data management, integrated CRM, production management, warehouse management, and project management. Users have found that Winman ERP has made filing tax returns easier and also helps with planning, controlling, and integrating inventory flow in businesses.

An interesting use case of Winman ERP is its ability to enable companies to turn products with a long lead time into a next-day service for customers. This applies to both B2B and B2C scenarios. The software streamlines processes and improves operational efficiency, allowing businesses to offer faster delivery times.

Overall, users have had positive experiences with Winman and have found it valuable for their accounting needs as well as core business operations.

Convenient Data Export: Several users have found it convenient that the software allows for easy export of data to Excel. This feature enables users to efficiently analyze and manipulate their data in a familiar format.

Reliable for IT Returns: Wiman ERP comes highly recommended by multiple reviewers as a reliable software for filing IT returns. This positive feedback indicates that the software is trustworthy and dependable when it comes to managing tax-related processes.

Simplified Filing Process: The simplicity of the filing process has been appreciated by many users who have praised its straightforward format and easy-to-understand dashboard. This user-friendly approach makes it easier for individuals to navigate through the software and complete their tax filings efficiently.

1. Not cloud-based: Some users have mentioned that the software not being cloud-based is inconvenient, as it requires each company to be held separately in its own instance. This lack of cloud functionality can limit flexibility and accessibility for certain users.

2. Subpar reporting feature: Several reviewers have expressed dissatisfaction with the reporting feature of Winman ERP, finding it below their expectations. As a result, they have opted to use alternative software like Solver for better reporting capabilities.

3. Slow performance and reliance on MS Excel: Multiple users have reported experiencing slowness while using Winman ERP, which can impact productivity. Additionally, some users have noted that downloading files requires MS Excel, which adds an extra step and dependency on another software tool.

On Premise

SAAS

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. 

The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.

The product also has an integrated project management module.

Standard

Professional

Ultimate

Plus

WinMan ERP Software

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

Likelihood to Recommend

Support Rating

Implementation Rating

Reporting & Analytics

General Ledger and Configurable Accounting

Inventory Management

Order Management

Single sign-on capability

Role-based user permissions

Dashboards

Custom reports

Accounts payable

Accounts receivable

Inventory tracking

Automatic reordering

Location management

Pricing

Order entry

Cost of goods sold

WinMan provides ERP solutions. As authors and distributors, with over 25 years of experience and expertise WinMan ERP Software is a comprehensive, highly scalable and leading class business solution for a broad range of manufacturing, supply chain, distribution and pharmaceutical companies. <br><br>Headquartered in the UK WinMan's mission is to provide the best solution they can to their customers worldwide.

WinMan

Financial management solution, including capabilities for general ledger and configurable accounting

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

The ability to track and manage the flow of goods or materials into and out of an inventory.

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

The software can be set up to automatically reorder a good when it falls below a certain threshold.

The software can track multiple goods across multiple locations.

The ability to process orders, and track them from quote to cash.

Users can set up complex and unique pricing requirements.

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

WinMan ERP Software

Overview

What is WinMan ERP Software?