Software Solutions

Accounting & Financial Management with WinTeam

TEAM’s unique value proposition is that not only are we industry specialists in the areas of operations and labor management, but we also provided fully integrated accounting and financial management programs that meet the specific needs of your business.  The advantage to you?  Your company can rely on one system and one provider for your software requirements.

Other software programs that offer solutions to building service contractors usually focus on time and attendance or operations management only.  This means that you must use a separate system for accounting, payroll and financial statements.  The time spent managing interfaces between the two systems, coordinating updates and troubleshooting issues with two separate vendors can be frustrating.  With WinTeam, all of your data resides in one database.  Information is shared among all modules and programs, eliminating the need for dual data entry and interfaces. 

WinTeam’s Accounting & Financial programs include

Accounts Payable

  • Vendor Master file
  • Purchase Orders
  • Automated Recurring Payments
  • Cash flow management
  • Integration with Payroll module for garnishment payments (child support, etc.)
  • Create NACHA payments


WinTeam Accounts Payable - click on the image to enlarge

Accounts Receivable

  • Customer Master file
  • Recurring Invoices
  • Integration with Inventory module for quick & easy billing of resale
  • Integration with Work Scheduling module for immediate billing of completed work tickets
  • Taxability down to the item level
  • Electronic delivery of invoices
    • Via e-mail
    • Via eHub Customer Self Service site
      • Track when your customer viewed the invoice
  • Cash Transfers


WinTeam Accounts Receivable - click on the image to enlarge

Job Costing

  • Budget labor, materials, other direct costs to the job (work location) level
    • Budget labor by position, number of hours worked each day of the week
    • WinTeam intelligently calculates labor budgets based on working days in the month
  • Tier parameters allow for reporting by region, division, manager, market segment or any other category in your company that you specify
  • Interactive On Screen Job Costing Program
    • Shows profitability by job for the time frame specified
    • Can drill down to the source transaction to uncover details
    • Great information to share with management staff, site supervisors to make them aware of profitability at each site
    • Job Cost can be run or filtered many different ways
  • Supports an unlimited number of job sites for each customer


WinTeam Job Costing - click on the image to enlarge

General Ledger

  • Job Costing reads the General Ledger for all revenue and expense activity
  • Multi-company features
    • Supports multiple entities in one database
    • Inter-company “due to/due from” transactions created automatically
    • Consolidated financial statements
  • Chart of Accounts
  • Trial Balance
  • Adjusting Journal Entries
  • Recurring Journal Entries
  • Customizable and format financial statements to fit your needs
  • Check register and reconciliation program
  • Many financial reports

Fixed Assets

  • Track & depreciate equipment & other assets
  • Updates Job Costing
  • Tracks repairs
  • Assign equipment to jobs
  • Allocate cost for one piece of equipment to multiple jobs
  • Can also track non-depreciable items
  • 7 standard reports that may be run multiple ways


WinTeam Fixed Assets - click on the image to enlarge