Windows Accounting Series Users have Great Things to Say About their Conversion to TurningPoint.
"Our company moved from Red Wing Windows Accounting Series to TurningPoint a year ago, and I am very glad we did; it was worth the money. In the migration, we were able to bring over all of our data. The migration went smoothly, so we were able to be up and running with TurningPoint right away. One big benefit in TurningPoint is the ability to post to the general ledger without having to print the file, saving us time and lots of paper. We also use the ability to email invoices, which saves us time. Probably the best thing about moving to TurningPoint has been that it is just easier to use. And Red Wing Software support always helps get any of our questions answered quickly. We are very happy we made the move!" - Linda Cox, Santiam River, Inc.
Data Transfer Capabilities
Convert all your data to the TurningPoint software with ease. Migration tools are built into each module with step-by-step
on-screen instructions to assist you. Detailed directions guide you in preparing, transferring and verifying the data for accuracy. Or, save time by having one of our experienced technicians complete the process for you. Please consult with a sales representative for more information at 800-732-9464 or sales@redwingsoftware.com..
Enhanced Features
Ease of Use
Basic tree-menu structure allows you to easily access each module in TurningPoint. Each menu selection is described on the Main menu screen for a quick reference. An extensive Help menu is available at any time by pressing F1 and is specific to your location within the program. Keyboard shortcuts allow for fast data entry and tab-stops can skip fields that you do not use to increase efficiency when entering information.
Enhanced SecurityImplement menu level and company level security allowing users to only access the companies and tasks in the software specific to their personal responsibilities.
Customize to Your Needs
- Customize menus and create automated task reminders and personal task lists to help each user become more efficient by tailoring the program to their individual responsibilities.
- Customize fields specific to your business for customers, vendors and invoices to track information important for your business.
Preview Capabilities
View all checks, invoices, statements and reports on screen before printing to see exactly how they will look when printed. Plus, search within previewed reports, for example, within a customer activity report, search for a specific item code and it will be highlighted throughout the report.
Step Towards a Paperless Environment
- Any report, invoice or statement can be e-mailed directly from TurningPoint. You can also send monthly statements to all your customers with e-mail addresses and print the remaining statements for customers without e-mail addresses.
- Save electronic copies of reports, invoices and statements for future reference.
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Drill Down Capabilities
- Use vendor, customer and inventory inquiry tool to see the details of individual transactions.
- Determine the original source of any journal entry by drilling down to the original document for any transaction.
- Auto-complete features on drop-down boxes.
- Smart date logic to recognize the date format specified.
- Adjust commissions during invoice entry.
- Access any report from any period at any time.
- Easily pay invoices with credit cards.
- Void checks by check run date and reconcile checks within a specified check range.
- Unlimited users are available and users can be added any time, one at a time.
- Search previewed reports.
- Report Queues—set up the reports the way you like and save them to be easily run whenever you choose, with the click of a button.
- Easy use of foreign addresses.
- Update vendor balance immediately on invoice entry.
- Both cash and accrual options are available.
- Close and lock periods and years.
- Choice on how to report negatives on financials.
- Unlimited budgets per year.
- Rounding options are available when copying budgets.
- Print reports for any period/year without changing years.
- Produce graphs of financial data.
- Print overflow check stubs on plain paper.
- Sales tax collected option.
- Void invoice function.
- Void payment function.
- “Look Back at Date” reporting options on inventory valuation, A/R aging and A/P aging.
- Easy to use backup and restore options.
- Age Invoices by due date or invoice date .
- Set up default selling and purchasing unit of measurement (inventory).
- Generate Purchase Orders from Sales Orders.
- Print Quick check without having to add vendor and invoice.
- Generate and track down payment and prepayment checks for vendors.
- Option to immediately update customer balance on invoice entry.
- Option to print or mass e-mail statements or invoices.
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Frequently Asked Questions
Q: When is the best time to move to TurningPoint?
A: Some businesses wait for their slowest period to make the conversion. It is not necessary to wait for end-of-month,
end-of-quarter or end-of-year because all of your data will convert, including your history.
Q: Is moving Red Wing Windows Accounting Series data to TurningPoint difficult?
A: The key to a successful data transfer and migration is preparing your Windows Accounting Series data prior to the migration. Before converting, you must be on version 6 of Windows Accounting Series. The process to migrate data can be completed on your own and detailed instructions are provided to guide you through the seven step process. Many companies choose to have a Red Wing Software technician complete the process for them. By sending your data through our secure FTP site or overnight a copy through the mail, we can transfer the information for you. Red Wing Software does request a week in advance notice to schedule the data transfer.* Please ask for a personalized quote for these services at 800-732-9464 or e-mail sales@redwingsoftware.com.
Q: Do I have to transfer all of my data?
A: The migration process offers three different options for the amount of data migrated.
- Master Files Only: Basic setup items, but no history. For example, G/L?accounts, A/P vendors, A/R customers.
- Balances Only: G/L period totals, A/P and A/R open invoices, Inventory quantities on hand.
- Detailed History: Transaction history for all core modules. A complete migration.
Our staff can discuss these options with you and determine what will be the best choice for your company and the data being converted.
Q: How long does the conversion take?
A: The larger your data set and the more history you convert, the longer the process takes. Depending on the amount of data in Red Wing Windows Accounting Series, the conversion can most likely be completed within a day or even hours for each database.
Q: Will any custom reports created in Windows Accounting Series transfer to TurningPoint?
A: Any customization done within your WIndows Accounting Series software will not transfer forward. TurningPoint has a multitude of predefined reports and reporting data filter options preset in the system. If you are unable to find the report needed within?TurningPoint, our technicians can consult with you on creating new customized reports in TurningPoint.**
Q: What is the learning curve after the data transfer has occurred?
A: Once the conversion is complete, the learning curve is greatly minimized through training seminars and the on-line help in the system. Our technicians can help improve your efficiency and effectiveness in using the software through answering simple how-to questions as well as assisting with complex issues. All new programs can take time to learn. You became proficient through years of using your Red WIng Windows Accounting software and it may take time to become completely comfortable with TurningPoint.
Q: What training options are available?
A: Red Wing Software offers training seminars. Most take place at our corporate office in Red Wing, MN. We do occasionally hold them in various locations throughout the country. Please visit our Web site at www.redwingsoftware.com/training for upcoming sessions. We also offer services based on individual training needs. To receive a quote for personalized training, please contact Red Wing Software at 800-732-9464 or e-mail sales@redwingsoftware.com.
Q: Can I continue to access my Windows Accounting Series data after the conversion?
A: Absolutely. All of your data will be accessible in Windows Accounting Series after the conversion takes place.
Q: What modules are available in TurningPoint?
A: TurningPoint includes the following modules: General Ledger, Accounts Payable, Accounts Receivable, Inventory, Order Entry and Purchase Orders. If you are a current user of Red Wing Payroll, your payroll program will completely interface with TurningPoint.
Q: How many users are available in TurningPoint?
A: Unlike your Windows Accounting Series, TurningPoint allows for an unlimited number of user logins and concurrent users are sold individually. Concurrent users determine the number of users at one time and an unlimited number of user logins can be created when you purchase TurningPoint. One user is included with the software.
Q: Can I purchase additional modules or users at a later time?
A: Yes. For example, your business only needs G/L and A/P right now with one user. As your business grows you can purchase A/R and additional users to add to the TurningPoint software.***
Q: Will I need to purchase new checks for A/P and Payroll?
A: If you are using laser checks for A/P and for Payroll, you can continue to use the same check stock. Please consult with a sales representative for more information at 800-732-9464 or sales@redwingsoftware.com.
Q: I am currently enrolled in a Customer Care Membership for my Windows Accounting Series program, will I receive a credit towards my TurningPoint Membership?
A: Yes. We will credit your current Membership in remaining monthly increments and apply it towards a TurningPoint Customer Care Membership.
*Red Wing Software does not schedule or complete any data conversions during the month of January due to the heavy call volume our technicians receive.
**It is not guaranteed that TurningPoint will be able to recreate any customized reporting as previously created in Windows Accounting Series. Additional fees do apply for any customized reports, statements, and invoices created.
***Additional modules and additional users purchased at a later date may not be subject to migration discounts. |