WinTeam Reviews

integrated package with a mobile platform that ties payroll with accounting functions.

Lack of HR package and the partner is not a viable solution. Platforms need to be updated with emphasis on user ease with analytical capability in all applications. BI is not a solution and requires the software provider to work with users to develop analytical reports. Of course that is also an opportunity to charge the user additional fees for something that should be part of the package. This is very yesterday in feel and use. Other software platforms are more robust and have many more features as a standard.

After we figured out the payroll benefits, it is great now. We had a very rough start on it but learned a lot in the process. Completing the billing and also the ability to email invoices automatically on creation is awesome. You just have to make very sure you do things exactly or it is a mess. I finally learned an easy way to reprint invoices just last week.. Auditing is a breeze in Winteam.. Very easy to trace things all the way through.

Our training 6+ years ago was abysmal. We ended up having to muddle our way through and figure things out on our own for the first year or so. Then we were offered additional training, but had most of it conquered by then. This caused us to do a lot of double work and all.. I still do not like the Other Billing portion, it requires a lot of manual work. And I don't like the limited invoice customization available. I am still having to do some invoices manually in Excel. Invoice Entry can still use some modifications also.

The Payroll, A/P, and A/R Modules are great!

I feel the notifications in TeamTime could be simplified, we have had issues with this since day one and still continue to have issues. Also, on the call review log it should attach the facility to the phone instead of just showing the phone number (example: 304-253-0800 TNCC). There should also be a report that could be printed daily that shows just facilities that were not clocked into at all for the previous night . Our former timekeeping software gave us all these features and in our industry that is a very important piece to making sure our clients are taken care of on a daily basis. It's more efficient to call a client first thing in the morning if a facility hasn't been cleaned rather them calling us because we weren't aware.

I use so many functions with this product that it is hard to list everything I love. This is the product I use the most and everyday. This helps me see hours worked, process payroll, record deposits, print reports and also find eligible employees for health benefits. One program to do it all.

There are times that WinTeam freezes. This is not helpful while in the middle of a batch of payroll checks or even putting in a deposit. Generally it takes about 5 minutes to reset itself.

The software covers many aspects of our business. We use it daily, we learn something new about it often. They update and add features often. Sometimes keeping up with them all is tough.

As a small company that has been with them for a long time we are not able to find room in our budget to utilize all the new features. I am working on it because they may pay for themselves if we use them fully.

Training, when in a training class they can log onto our system and show you the how to's on the subject/module you are using

Would like to have more training sessions with no cost, also some of the reports are missing information that is needed and or to extend to have more information put in

Winteam has a lot of functionality and can handle a lot of our data. In the past year, Team has really made strides in new product development and customer service. The most note worthy enhancement for me was the new AR module with future invoice pricing.

The product is not user friendly. Several processes that should be automatic take a lot of setup on the back end in order to implement. When you call customer service you can get multiple opposing answers to the same questions from different support members. When new modules or features come out there is no training. It would be great if they had a webinar to go through best practices on a new module. It often feels like we are alone in implementing features.

It is user friendly and easy to move around in. Entering data is very simple. Onboarding new employees from Kwantek is a plus.

Not history driven so any date can be used without reason. The benefits portal is not very user friendly and very hard to figure out. Doesn't have a way to fix data entered wrong. Reports are not easily produced within the system itself. Haven't experienced using the BI module yet.

The audit trail, and the way that the various modules interact. For example, payroll is pulled from the scheduling and billing is pulled from the payroll. There are no manual entries needed.

There are some things that cannot be reversed without a lot of steps. While this is useful for tracking, it is sometimes tedious.

Amount of options for inputting data and pulling up reports

Extremely hard to train any employees to use this software and would almost avoid it 100%. I use the example of Winteam is a computer programmers software if you were training the average person.

I love that it is user friendly. I love that the F1 on every screen. I also love the idea Portal. I love the fact that you implement changes based on customer Feedback

That modules are not as integrated. It would be helpful if items like vender master files are share between, Payroll, AR and AP.

Overall Winteam is easy to use. The modules that we use are essential to our business and work for what we need. The help desk is easy to work with as well.

The only thing I'm not a big fan of is exporting reports into Excel. The P&L does not come out in a usable format.

I like that everything we do is in one program from accounting to payroll to schedules and work requests.

I wish it was a little better on the data entry side where you don't have to use the mouse quiet as much. I would be easier if you could tab from field to field.

Easy to use after some training. Very good at job costing. You can export data from reports or screens to create your own pivot tables

The export of data is csv or xls of raw data