Buy

 


  How to buy new software license?

·         Step 1: Use it, feel it, then only pay for it

·         Step 2: Download / install the software

·         Step 3: To know how to use the software

·         Step 4:  Know the price of the software

·         Step 5: Make payment and Send detail

·         Step 6: Register the software  

·         Step 7: View status of your transaction / Download e-Invoice

·         Step 8: Any queries / doubts

  What are the hardware / software requirements for Winman software installation?

  How to download the invoice?

  I want Pro-forma invoice / Invoice before making payment?

  How to make the payment towards purchase / renewal of the software?

  Where do I get Bank Account details of Winman?

  How to send the details of payment made towards the purchase / renewal of the software?

  How to purchase additional license along with renewal?

  How to check the transaction status of payment made through software towards purchase / renewal?

  How to download / install the software? 

  How to download / install the software if the PC does not have the Internet connection?

  How can I make online payment to Winman CA-ERP?

  Procedure of online payment.

  I am not able to make online Payment to Winman.

  My Debit card / Credit card / Bank name is not found in the list to make online payment.

  After making online payment, the amount has been debited to my bank account. But I have not received the successful message.

  I have deposited cash to Winman’s Bank account. How to register or renew the software?

  I have sent the cheque through courier. But my software is not yet registered or renewed.

  Is there any discount on Renewal price?

 

  Updation

 


  How to update the software?

  How to update the software immediately?

  I have received an update pop-up message. What should I do?

  How to update the software copies installed in a PC (having no internet connection) with a single download of the update file?

  How to set for automatic updates in the Software?

  How to check whether my software copy is up-to-date or not?

 

Renewal

 

  How to renew the software?

  How to get the renewal registration key?

  How to do renewal registration after making payment?

  How to get Renewal registration key?

  How to get the registration key when additional license is purchased along with renewal?

  How to register the unregistered copy of the software after renewal key release?

  I have both main license and additional licenses. Can I renew only some of the additional licenses?

  Can I renew only main license without renewing additional licenses?

  I have both Winman CA-ERP and Winman-TDS software. Can I renew only Winman CA-ERP / Winman-TDS license?

  I have purchased CA-ERP software few months back. Why should I pay for the renewal now?

  Why should I renew CA-ERP software as 1 year is not complete from the date of purchase?

 

 

 

Additional software in another PC

 


  I want to install one more copy of the software.

  I want an additional license of the software.

  How to install additional software?

  How to extend the license to another PC?

  How to make payment towards purchase of Additional software?

  How to purchase additional license along with renewal?

  What is Additional License? What are the conditions for purchasing Additional License?

 

 

Data Path

 

  In which folder the data / files are stored by the software?

  How can I know the default data-path in the software?

  How to change the data-path?

  I want to save all the files in the server.

  How to set common data-path for all the copies of the software?

  All the copies of the software are having common data-path. How to set separate data-path for one copy of the software?

  How to set common data-path while installing for first time?

  Can CA-ERP / TDS files be saved in secure online location?

  How to save Winman Data in Cloud?

  How to set Dropbox as data-path?

 

 

Back-up / Restore

 

  How to take back-up of data in the software?

   In which folder, the back-up files are stored by the software?

  I want to restore a file from Back-up .

   Some files are missing.

  How to set or change backup path?

  How to set common backup path for all the copies of the Software?

  The storage of my PC is full due to ‘Winman’s External Backup files’. How to free up the disk space?

  Can I delete / move Winman’s ‘External backup’ folder to any external storage device like CD / DVD / Pen drive / Portable hard disk?

 

 

 Hard disk format

 

  How to preserve the data before formatting or transfer the data or software to a different PC or drive?

  How to surrender the license before formatting / shifting the software?

  How to surrender the additional licenses?

  How to install software after formatting?

  How to register the software after formatting / surrendering?

  Software is displaying ‘Unregistered Copy’

 

 

 

Hard disk crash

 

  Windows drive not working or System corrupted or Hard disk crashed or How to recover data / install software?

 

 

TDS Software

 

  I want to purchase TDS software

  I am having ‘Limited’ edition of Winman-TDS software. How to upgrade the same to ‘Full’ edition?

  How to enter the details of more than 100 Deductees in Winman-TDS software?

 

Others

 

  How to access the software in a Network PC (LAN PC)?

  Can I open more than one CA-ERP files to work on at the same time?

  How to convert ‘Excel’ / ‘Statement of income’ or ‘Word’ file into ‘PDF’ format?

  How to convert the files saved in ‘.gif’, ‘.jpg’, ‘.png’ or ‘.bmp’ format to PDF?

  How to convert the paper return into PDF format?

  How can I digitally sign the IT computation?

  Contact details of Income Tax Department / NSDL / TRACES

  How can I digitally sign the PDF files using ‘.pfx’?

  How can I digitally sign the PDF files using USB Token?

  How to install Dropbox?

  How to communicate the changes in address / contact details to Winman office ?

  I have to update my profile with Winman.

  How to change the registered details in Winman?

  How long will it take for the Customer Care Desk to answer a Query?

  How priority is set by the Customer Care Desk to respond to a Query?

  I want to update the details such as address / contact details / e-mail ID etc. in the invoice issued by Winman?

  How to check for which edition the software is registered?

  How to check whether my software copy is registered or not?

  I am having Standard / Basic edition of Winman CA-ERP software. How to upgrade the same to Premium / Standard edition?

  Unable to use 3CD utility in the software.

  Whether service tax utility is available with my software copy?

  How to know the different edition and the applicable modules of the software.

  How to check / upgrade the current edition of CA-ERP software?

  How to send computer key of software installed in different PC for registration?

  Where can I find computer key of the software?

  List of the Websites to be allowed / whitelisted in the Firewall / Proxy for proper working of Winman software.

  Unable to save the file in server due to permission or storage issues.

  What is the difference between Limited edition and Full edition of Winman-TDS?

  How to change the colour of the cells / windows in Winman CA-ERP?

  Can I upgrade only main license without upgrading additional licenses?

  I have more than one additional license, can I upgrade only few of them along with the main license?

  Postal address of Winman

  Contact details of Winman

 

 

 

 

 

 

 

 

 

 

 

 

   

  

 

 

 

 

 

 

 

Answers

Buy

 


  How to buy new software license?

Step 1: Use it, feel it, then only pay for it

If you are a new user, you can download the software free of cost and experience the user-friendliness and exceptional quality of the software before actually buying it. For more details about this scheme, click here.

Step 2: Download / install the software 

If PC is having Internet:

To install, double click on the downloaded file.

If PC is not having Internet, click here.

Step 3: To know how to use the software  

Go to ‘Help’ menu   ‘User Guide/features’

‘FAQ’

‘Other Help Items’ ‘Sample data’

Step 4:  Know the price of the software  

If you are a new customer, go to ‘Help’ menu in the software click ‘Buy now’.

If you are already having the Winman CA-ERP / Winman-TDS software, open the CA-ERP software which is already registered, click on ‘Help’ ‘Buy now’.

Step 5:  Make payment and send details  

To know about different modes of payment, go to ‘Help’ menu in the software ‘Buy now’ click ‘Payment Methods’. You can make payment through three methods:

·         Online Payment (You can check whether the payment is successful or not, using ‘Help’ menu ‘e-winman’ ‘Login’)

·         Deposit in e-Banking branch

·         Send cheque directly to the Company

In case of last two methods, send the details of payment to us using ‘Help’ menu ‘Send Payment Details’.

Step 6:  Register the software  

            Time lag for registration is 3 days (time required to process the transaction):

Online Payment                                   : from date of payment

Deposit in e-Banking Branch                  : from date of collection

Cheque sent to Company                      : from date of receipt of cheque

Within 4th day, the registration key will be provided to you by our customer care section. If key is not received within 4th day, please send a query using ‘Query manager’ option in ‘Help’ menu or click on picture.

Step 7:  View status of your transaction / Download e-Invoice 

Stages of processing of your transaction/order like receipt of cheque, collection of cheque, issue of e-invoice, registration ready message, etc. will be shown in the software automatically through our web-message service. To read these messages afterwards, go to ‘Help’ menu ‘Winman’s Messages’.

After processing your transaction, a link to download the digitally signed e-invoice will be sent through our web-message. However, you can download the e-invoice later using ‘Help’ menu ‘e-winman’ ‘Download Invoice’.

Step 8:  Any queries / doubts

If you have any queries/doubts, then send us the same through online ‘Query manager’ tool provided in the software. Go to ‘Help’ menu ‘Query manager’ or click on  picture.

 

  What are the hardware / software requirements for Winman software installation?

                                      Hardware / software requirements

 

Processor                 :    1 GHz x86-bit (32-bit)  or x64-bit processor

RAM

:

1.0 GB or higher

Hard disk

:

1.0 GB disk space for installation

Display

:

Any

Graphics

:

Not required

Operating system

:

Windows 7 / Windows 8 / Windows 10, Windows XP SP3 or above

(Note: MAC, LINUX are not supported)

MS office

:

2003 or above (Excel and Word)

 

For proper functioning of online features, the following software are required:

  Internet Explorer (version 8 or above)

  Adobe Reader (version 9 or above)

  Java (version 7 update 79)

  How to download the invoice?

After processing your transaction, a link to download the digitally signed e-invoice will be sent through our web-message within 3 days from the date of receipt of the cheque/DD (or date of credit). Also a copy of the invoice will be sent to your email ID which is registered in our record. Alternatively, go to ‘Help’ menu ‘e-winman’  ‘Download Invoice’.

  I want Pro-forma invoice / Invoice before making payment?

To generate pro-forma invoice, go to ‘Help’ menu ‘Renew now’ click ‘Send Payment Details’ click ‘Pro-forma Invoice’.

  How to make the payment towards purchase / renewal of the software?   OR   Where do I get Bank Account details of Winman?

Go to ‘Help’ menu ‘Renew now’/‘Buy now’ ‘Payment Methods.

  How to send the details of payment made towards the purchase / renewal of the software?

Go to ‘Help’ menu ‘Send Payment Details’

Note: Not required in case of e-payment. Only if payment is made through Deposit in e-Banking branch or if cheque is directly sent to us, then, payment details have to be sent to Winman using the above tool.

  How to purchase additional license along with renewal?

Go to ‘Help’ menu ‘Renew now’. Now, in the e-Purchase window, along with renewal details enter the quantity of  ‘New’, ‘Additional’ licenses, you want to purchase, in the ‘Qty’ column.

  How to check the transaction status of payment made through software towards purchase / renewal?

Go to 'Help' 'e-winman' 'Login' 'Transaction details'.

Note: Stages of processing of your transaction/order like receipt of cheque, collection of cheque, issue of e-invoice, registration ready message, etc. will be shown in the software automatically through our web-message service.

  How to download / install the software? 

·         PC having Internet:

  How to download / install the software if the PC does not have the Internet connection?

  How can I make online payment to Winman CA-ERP?    OR    Procedure of online payment.

  Go to ‘Help’ menu in the software Buy now’/ ‘Renew now’ fill the details in ‘e-Purchase’ window and click Pay Online’

  If your Winman online login password is not available in the software database, you will be asked to enter your e-mail ID and Winman online login password.

  Now, you will be connected to ‘Winman’s Online Payment’ page.

  I am not able to make online Payment to Winman.    OR    My Debit card / Credit card / Bank name is not found in the list to make online payment.

In below mentioned cases, you will not be able to make online payment using a particular e-payment gateway:

  If you are using an older version of browser

  If your Debit card / Credit card / Bank is not accepted by them

In such cases, click on Winman’s logo given at the top of ‘Winman’s Online Payment’ page select alternative e-payment gateway and proceed.

  After making online payment, the amount has been debited to my bank account. But I have not received the successful message.

Winman’s online payment process is as follows:

Step 1: Amount payable is computed in the software

Step 2: You will be navigated to an e-payment gateway’s website

Step 3: If you opt to make payment through net banking, e-payment gateway will lead you to your Bank’s website

Step 4: The transaction result will be conveyed by respective bank to e-payment gateway and in turn, it will be conveyed to us by e-payment gateway

Step 5: Now, transaction successful / failure message will be shown to you.

Thus, three websites, i.e. Winman website, e-payment gateway website and your Bank's website, will interact with each other. If the chain of events between websites takes place without interruption, the e-payment successful message will be shown.

Sometimes, though amount is debited from your account, you may not receive the successful message in website. The said situation arises due to break in connection between the three websites. This may happen due to:

  Error in your internet connection

  Error in website of the bank or e-payment gateway

  Closing of webpage before receiving payment successful message

In such cases, either we may receive the payment confirmation message immediately or we may receive it after 1-2 days. If there is an interruption in communication between the websites, we will not get confirmation of payment. In such cases, if you try to make another payment, it may result in double payment. As soon as we receive the confirmation message, we will inform the same to you through Winman's message which will be displayed in the software.

If amount is debited to your account but confirmation message is not received or if double payment is made, you can send a query using Query manager. We will check and once the confirmation is received, we will send a reply to you.

  I have deposited cash to Winman’s Bank account. How to register or renew the software?

Since you have made cash payment, we are unable to trace your transaction. Therefore, please send the scanned copy of ‘Pay-in-Slip’ through ‘Query manager’ tool under ‘Help’ menu.

  I have sent the cheque through courier. But my software is not yet registered or renewed.

As soon as we receive the cheque, a winman's message will be displayed in the software with details of amount received. Further, the registration or renewal key will be released immediately.

However, if the software is not registered within the expected time (i.e., delivery time required for courier service), please send a query with details of cheque. We will check our records and will reply.

  Is there any discount on Renewal price?

Please click here to know our pricing policy.

 Updation

 

  How to update the software?

Auto-update: If you are connected to internet at the time of opening the software, the software will automatically check, download and install the update from the Winman website.

Note: The software will auto-download the updates only if, the default option of ‘Daily’ is not changed in ‘Tools’ menu ‘Web Updation Settings’ under ‘Reminder’ tab ‘Check for updates’.  

Immediate update: To download/install the update yourself, go to the ‘Help’ menu ‘Download update’. However, the PC should have internet connection.

Update in PC not having Internet:

Step 1: Download the updates using the website links given below.

Winman CA-ERP updates : click here                 Winman-TDS updates : click here

Step 2: Copy the downloaded file to the PC where software is to be updated (or PC having no access to internet) and double click to install the file.

However, if the PCs are connected through LAN, you can select one copy of the software where internet connection is available to download the updates and copy the update file to the PC which has no internet connection. Click here for the procedure.

  How to update the software immediately?

To download/install the update yourself, go to the ‘Help’ menu ‘Download update’. However, the PC should have internet connection.

  I have received an update pop-up message. What should I do?

The software is constantly updated by us. It is done either to incorporate necessary changes in law or to make improvements in the Software or to provide value added features. On such updation of the software, an update file of the software is uploaded to the Winman website. Your software copy will check for updates and if any such update is available in the website, then the auto-update message will pop up based on the settings. To update your copy, click ‘Update’ Button in the pop up message. To know how to set for automatic updates, click here.

  How to update the software copies installed in a PC (having no internet connection) with a single download of the update file?

You can select one copy of the software where internet connection is available to download the updates. To copy the update file to other PCs, follow the below procedure.

Windows XP:

Go to ‘Tools’ ‘Web Updation Settings’ ‘Network Paths’ tab click ‘Add’ (see the picture below) ‘My Network Places’ ‘Entire Network’ ‘Microsoft Windows Network’ select the item below the ‘Microsoft Windows Network’ select the appropriate PC select the folder containing the software.

                                

  Windows 7 or 8:

Go to ‘Tools’ ‘Web Updation Settings’ ‘Network Paths’ tab  select the appropriate PC select the folder containing the software.

 

                                    

The software will automatically check for updates (To change the update settings, click here). Once the update is installed in Main PC, the update file will be copied automatically to each of the network systems.

  How to set for automatic updates in the software?

To set for automatic updates, go to ‘Tools’ menu ‘Web Updation Settings’ under ‘Reminder’ tab tick the required option below ‘Check for updates’ click ‘OK’. By default the ‘Check for updates’ option is set to ‘Daily’.

  How to check whether my software copy is up-to-date or not?

Software will automatically check the updation status on opening the software first time in a day. Thereafter, a picture indicating the updation status will be shown in the top-right portion of the ‘Home’ page as shown below;

- If software is up-to-date/Download of update is in progress

-If software is not up-to-date/Update downloaded but not installed/ Download incomplete/No Internet connection (click on the picture to update the software).

If software is not up-to-date, then software will start downloading the updates automatically. On completion of the download, a message will appear.

Alternatively, at the time of opening the software next time, if downloaded updates are available, installation will take place.

If you want to check for updates which are published today, you have to click the picture representing the updation status or go to 'Help' menu 'Download update'.

The updation process is independent in each PC.

 

 

Renewal

   How to renew the software   OR   How to get the renewal registration key?

Go to ‘Help’ menu ‘Buy now’ / ‘Renew now’ ‘Payment Methods’.  

   How to do renewal registration after making payment?   OR   How to get Renewal registration key?

Software will get auto-registered if internet is connected while opening the software.

However, if any PCs in a network is not having the internet connection, open the software in the PC which has internet connection and go to ‘Help’ menu ‘Renewal Registration Online’.

If all the PCs are not having the internet connection, then please contact our Customer care. For our contact details, go to ‘Help’ menu ‘Contact us’.

  How to get the registration key when additional license is purchased along with renewal?     OR    How  to register the unregistered copy of the software after renewal key release?

In the software go to ‘Help’ menu ‘Registration’ click ‘Next’ select ‘Online’ option enter your 6 digit serial number click on ‘Register’.

However, if the PC is not having the internet connection, go to ‘Help’ menu ‘Registration’ ‘Next’. Note down the Computer key. Now open CA-ERP in the PC where internet is available and send the noted Computer key to us through Query manager tool in ‘Help’ menu or click on  picture.

  I have both main license and additional licenses. Can I renew only some of the additional licenses?   OR   Can I renew only main license without renewing additional licenses?

Yes. Additional licenses which are not renewed will be cancelled automatically and you cannot renew them later on. If you need additional licenses later, you need to buy them as fresh which will cost more than renewal price.

To renew, go to ‘Help’ menu ‘Renew now’. In ‘e-Purchase’ window edit the value in ‘Qty’ column as per your requirement and proceed.

  I have both Winman CA-ERP and Winman-TDS software. Can I renew only Winman CA-ERP / Winman-TDS license?

Yes. Winman CA-ERP or Winman-TDS license can be renewed individually as per your requirement.

To do so, go to ‘Help’ menu ‘Renew now’. In ‘e-Purchase’ window, delete the value from ‘Qty’ column for the product which need not be renewed and proceed.

  I have purchased CA-ERP software few months back. Why should I pay for the renewal now?    OR   Why should I renew CA-ERP software as 1 year is not complete from the date of purchase?

The software needs to be renewed at the beginning of each asst. year, and not on the completion of one year from the date of your purchase. For e.g.: If the software is purchased for A.Y. 2016-17, it should be renewed for A.Y 2017-18 within June 2017.

However, if the purchase is done on or after 1st September, then, you need not renew the software for succeeding asst. year as the license is given for two asst. years.

To know your date of purchase, go to ‘Help’ menu ‘Buy now’ / ‘Renew now’ double click on  picture which appears above ‘Payment Methods’ button.

 

 Additional software in another PC

  I want to install one more copy of the software.     OR     I want additional license of the software. OR    How to install additional software?  OR   How to extend the license to another PC?

To install one more copy of the software in another PC, you need to buy an additional license. However, you can open any number of files in the same PC with a single license (go to ‘File’ menu  ‘Open another CA-ERP’ or ‘Open Last AY file’).

Step 1: Download / install the software

PC having Internet:

Winman CA-ERP : click here          Winman-TDS : click here

To install, double click on the downloaded file.

If PC is not having Internet, click here.

Step 2: Know the price of the software

In the CA-ERP software which is already registered, click on ‘Help’ ‘Buy now’.

Step 3: Make payment and send details

To know about different modes of payment, go to ‘Help’ menu in the software ‘Buy now’ click ‘Payment Methods’. You can make payment through three methods:

  Online Payment (You can check whether the payment is successful or not, using ‘Help’ menu ‘e-winman’ ‘Login’)

  Deposit in e-Banking branch

  Send cheque directly to the Company

In case of last two methods, send the details of payment to us using ‘Help’ menu ‘Buy now’ ‘Send Payment Details’.

Step 4: Register the software

  Time lag for registration is 3 days (time required to process the transaction):

Online Payment                         : from date of payment

Deposited in e-Banking Branch     : from date of collection

Cheque sent to Company             : from date of receipt of cheque

Within 4th day, the registration key will be provided to you by our customer care section. If key is not received within 4th day, please send a query using ‘Query manager’ option in ‘Help’ menu or click on  picture.

Step 5: View status of your transaction / Download e-Invoice

After processing your transaction, a link to download the digitally signed e-invoice will be sent through our web-message. However, you can download the e-invoice later using ‘Help’ menu ‘e-winman’ ‘Download Invoice’.

Stages of processing of your transaction/order like receipt of cheque, collection of cheque, issue of e-invoice, registration ready message, etc. will be shown in the software automatically through our web-message service. To read these messages afterwards, go to ‘Help’ menu ‘Winman’s Messages’.

  How to make payment towards purchase of Additional software?

In the registered software copy, go to ‘Help’ menu ‘Buy now’.

  How to purchase additional license along with renewal?

Go to ‘Help’ menu ‘Renew now’. Now, in the e-Purchase window, along with renewal details enter the quantity of ‘New’ , ‘Additional’ licenses, you want to purchase, in the ‘Qty’ column.

  What is Additional License? What are the conditions for purchasing Additional License?

The First License purchased for use in one local area network is Primary License. Subsequent Licenses purchased for use in the same local area network as that of Primary License are Additional Licenses. Points to be noted while purchasing Additional license:

o    Both Additional license and Primary license should be used in the same premises and same LAN only.

o    Additional license cannot be used in a branch office or extension office or a branch called by any other name (irrespective of whether it is located in same place or in different floor in the same building) unless a separate primary license is purchased.

o    Additional licenses can be used in Laptop and the same can be taken out to an office of the client or residence.

o    Additional license should be used only by the partner/employee of the Licensee and not by third parties.

o   Additional license should not be used in any place of practice other than the premises for which primary license is purchased.

 

 

Data Path

 

  In which folder the data / files are stored by the software?     OR    How can I know the default data-path in the software?

To know the data-path,

  In Winman CA-ERP, go to ‘View’ menu ‘View Data-path’.

  In Winman-TDS, go to ‘Tools’ menu ‘Others’ ‘View Data-path’.

You can change this data-path, if necessary. For detailed procedure, click here.

 

  How to change the data-path?     OR     I want to save all the files in the server.

To change the data-path, press ‘F7’ or go to ‘Tools’ menu Options’. In the ‘Data Path’ tab, the address of the folder in which data/files are stored by the software will be shown click on ‘Browse’ select a drive.

To change the data-path to a network PC, click on ‘Browse’ (see the picture below) ‘My Network Places’ click on ‘Entire Network’ click on ‘Microsoft Windows Network’ click on the item below the ‘Microsoft Windows Network’ click on the required PC name select a drive. Similarly, to change the data-path to server, select the server drive.

Alternatively, you can just paste the required path in the box below the text ‘Select/enter Data Folder Location’.

Auto-shifting of Data-path: On changing data-path in one copy of the software, data-path of all other copies having the common data-path will also be changed to the new data-path. To auto-set the new data-path immediately, once open and close all other copies of the software. Keep the parent folder of the old data-path accessible until you once open all copies of the software.

Please note that the drive can be changed to data-path only if it is shared. Click here to know the sharing procedure.

 

  How to set common data-path for all the copies of the software?

PressF7’ key or go to ‘Tools’ menu ‘Options’. In ‘Data Path’ tab, the path of the folder in which data/files are stored by the software will be shown. Check whether this path is same in all the copies of the software. If not, set a common folder (i.e., a particular folder in a particular PC) as data-path for all the copies of the software.

Advantages of maintaining common data path:

·         Entire data will be saved in a single place and therefore, you can work in any file from any copy of the software.

·         When features like Mass advance tax planner, e-return filed / not filed report, Intimations e-mails download, e-return processing status, etc., are used, the details of all the assessees will appear in the report only if common data folder is maintained.

·         Data backup can be taken at one go as all data are in same folder.

·         E-Filing passwords will be saved in a common database and hence, it will be available for all users.

·         The software settings will be common for all users.

·         Easy to maintain the software.

 

  All the copies of the software are having common data-path. How to set separate data-path for one copy of the software?

·         Press ‘F7’ or go to the ‘Tools’ menu ‘Options’. In the ‘Data Path’ tab, the address of the folder in which data/files are stored by the software will be shown.

·         To set separate data-path, click on ‘Browse’ select blank folder.

Note: Settings made earlier (using ‘Tools’ menu ‘Settings’) will not be available in new data-path as the same will be reset to default settings in new data-path.

 

  How to set common data-path while installing for first time?

While installing the software for the first time you can set required path as common data-path. Thereafter, this path will be automatically set as data-path for all the copies of the software. To do so:

Step 1: Download the ‘SetupSettings.txt’ (Right click on the link click ‘Save target as’)

Step 2: Mention the required data-path in the downloaded ‘SetupSettings.txt’ file,

                 Ex:<Winman><DataPath>\\pc113\d\Winman_Data\Tax Data</DataPath></Winman>

Please note that the mentioned path should be shared and accessible with full permission. Click here to know the sharing procedure.

Step 3: Copy this ‘SetupSettings.txt’ file to folder in which the ‘Setup.exe’ file is stored.

Step 4: Double click ‘Setup.exe’ file and install the software.

  Can CA-ERP / TDS files be saved in secure online location?      OR      How to save Winman Data in Cloud?   OR    How to set Dropbox as data-path?

You can store all your files including CA-ERP/TDS files in a secure online server and access it from any computer anywhere in the world through Internet. In simple words, cloud storage is a way to save information in the web. There are numerous cloud storage services available such as

Google Drive, Skydrive, Dropbox etc.

Dropbox is commonly used cloud storage service with 2 GB free space.

To set Dropbox as data-path;

·         Open the software and press F7 or go to ‘Tools’ ‘Options’ Browse and select your Dropbox folder in the Select/enter Data Folder Location field OK’.

·         Open your Dropbox folder and check whether CA ERP/TDS data files are created. Then check the status of Dropbox in system tray.

·         Dropbox will synchronise all files to cloud and you can recover your CA-ERP/TDS data easily. Older versions of current files, Deleted files also can be viewed there.

       Similarly, other cloud storage services may be used as data-path.

       Advantages of cloud storage are;

 

  Files saved to the internet are more secure

  Lesser risk of losing your data in case of computer failure, theft or etc.

  Automatic back up

  Get previous versions of your files

  Recover deleted files easily.

 

 

Back-up / Restore

 

  How to take back-up of data in the software?      OR     In which folder, the back-up files are stored by the software?

To avoid inconvenience arising due to accidental loss of data, the data is backed up automatically by the software using the following Back-up mechanisms:

1)    Auto-Recovery

Auto-recovery feature in the software backs up the current working file at five minutes interval, till the file is saved. Therefore, you need not save the file frequently due to fear of losing unsaved data. If there is an abrupt shutdown of PC due to power failure or any problem in PC, then, next time when the software is opened, you will be given an option to save the file in which you were entering data earlier.

2)    Winman’s Mirror Back-up

Every time the software is closed, back-up of the files modified by the user during that session is taken and stored in ‘Winman's mir bkup’ folder in ‘D’ drive of PC in which software was run. Thus, this folder contains back-up of files which were modified in that PC.

3)    Periodic Auto Back-up

Here, auto back-up of files is taken at periodic intervals and stored by the software in ‘Winman_Backup’ folder in ‘D’ drive by default. It is advisable to change the back-up destination path to a network PC to avoid loss of data on account of hard disk failure. To change the destination path and frequency of back-up, go to ‘Tools’ menu ‘Periodic Auto Backup’ select the destination path and choose ‘Daily’, ‘Weekly’ or ‘Monthly’. However, if 10 or more files are modified within the period, then the back-up takes place even if the period is not completed. This is done to ensure safety of data during peak season.

To facilitate you to get back-up of previous version of files, data is backed up and saved in 4 buckets namely ‘Buck 1’, ‘Buck 2’, ‘Buck 3’ and ‘Buck 4’. ‘Buck 1’ folder always contains the latest version of the backed up files. Whereas ‘Buck 2’, ‘Buck 3’ and ‘Buck 4’ contains the back-up of previous version of the backed up files.

4)    External Back-up (not available in Winman TDS)

It is advisable to take back-up of files in external storage device like CD/DVD/Pen drive at periodic intervals to ensure safety of data. Therefore, the software reminds and assists you to take external back-up of data at periodic intervals. To set, go to ‘Tools’ menu ‘Periodic Auto Backup’. Click on ‘External Backup’.

   I want to restore a file from Back-up     OR     Some files are missing.

  Restore a single file (not available in Winman TDS)

Go to ‘Tools’ menu ‘Utilities’ ‘General’ tab select the option ‘Search Tax Data’. Now ‘Search Winman’s files’ window will appear. Enter the search text in ‘File name’ given at the bottom of the window click on ‘Search’. The backup files will be displayed in the Winman files window. Select the relevant file and then click on ‘Restore’ button.

  Restore entire data from back-up

Go to ‘Tools’ menu ‘Restore’.

In ‘Restore From’, ‘Buck 1’ folder will be selected by default. This folder contains latest version of the backed up files. Other options available in CA ERP are:

·         If back-up of latest version of files are not available in ‘Buck 1’ folder as the backup period is not yet completed, then to restore the latest CA ERP files which were modified in the PC in which you are working, click on browse ‘D’ drive ‘Winman's mir bkup’ select ‘Tax’ folder.

·         To restore data from back-up saved in CD/DVD/Pen drive, click on browse and select the back-up folder.

·         If you want to restore previous version of the backed up files, then select ‘Buck 2’ or ‘Buck 3’ or ‘Buck 4’.

You can also restore other data such as MIS data, e-mail login details etc by selecting the option ‘Other Data’ in the ‘Restore’ window of CA ERP software.

 

   How to set or change backup path?

  To set backup path to local/external drive

Go to the ‘Tools’ menu ‘Periodic Auto Backup’. In the ‘Periodic Auto Backup’ tab, address of the folder in which backup files are stored by the software will be shown. Click on ‘Browse’ and select any local or external drive and click ‘OK’.

You can select any frequency for backup (Daily/Weekly/Monthly/Don’t Backup) as per your preference and click ‘OK’.

  To set backup path to network PC/ server

Windows XP:

Go to the ‘Tools’ menu ‘Periodic Auto Backup’ click on ‘Browse’ click on ‘My Network Places’ click on ‘Entire Network’ click on ‘Microsoft Windows Network’ click on the item below the ‘Microsoft Windows Network’ select required PC name select the drive   click ‘OK’

                 

 

Windows 7/8:

Go to the ‘Tools’ menu ‘Periodic Auto Backup’ click on ‘Browse’ click on ‘Network’ Click select required PC name select the drive   Click ‘OK’

                 

Note: Before selecting a network PC for the backup, make sure that the target drive of that PC is shared and you have Read & Write permission for that drive. To know the sharing procedure Click here

Winman recommends setting back-up path to a network PC and also to take back-up of files in external storage device like CD/DVD/Pen drive/hard disk etc at periodic intervals to ensure safety of data. Also it is strongly recommended not to set the backup-path in a disk where data is stored.

 

   How to set common backup path for all the copies of the Software?

Backup path will be set to the common path automatically for all the copies of the software if those software copies have a common data-path (for the procedure to set common data-path, click here).  If backup path is changed in any one of the software copy, then the backup path of all other linked copies will be also changed automatically.

However, if all the copies don’t have common data-path then set backup path in each copy to a common folder.

 

  The storage of my PC is full due to ‘Winman’s External Backup files’. How to free up the disk space?     OR  Can I delete / move Winman’s ‘External backup’ folder to any external storage device like CD / DVD / Pen drive / Portable hard disk?

Winman’s ‘External backup’ folder is created to assist you to store the backup files in an external storage device like CD/DVD/Pen drive/Portable hard disk at periodic intervals to avoid loss of data on account of hard disk failure. Hence, you can move the entire ‘External backup’ folder to any external storage device and free up the disk space.

 

 

 

 Hard disk format

  How to preserve the data before formatting or transfer the data/software to a different PC or drive?

Step 1: Go to ‘Tools’ menu ‘Format wizard’ select the required option (see the picture below). At the end of the process, a document viz., Winman's Format Guide, will be generated and saved on your desktop. Thereafter, follow the procedure mentioned in the said document.

  I want to backup/shift Winman Data (before formatting Hard Disk/drive)

Once you select this option another window will be displayed with two options – ‘entire Hard disk’ & ‘drive’.

‘Hard disk’ – ‘Winman’s Write and Delete’ folder containing all relevant files like installation files, backup of data and ‘WinTaxSetup.exe’ (useful to install the software later) will be created in the desktop.

‘Drives’ – If you select the drives from the list, then Winman data from the selected drives will be shifted to a drive which is not formatted.

  I want to backup ‘Winman data' to a CD

In this option you can take back up of either ‘Winman Data’ or the ‘Files for installing the software’

‘Winman Data’ –Back up of the Winman Data will be taken and copied to the desktop within the folder ‘Winman’s Write and Delete’.

‘Files for installing the software’ – ‘Winman’s Write and Delete’ folder containing all the installation files along with a ‘.exe’ file to install the software will be created and copied to the desktop. 

 

         Step 2: surrender the license

Go to ‘Tools’ menu ‘Surrender Registration’. A document will be generated which contains the Surrender Key and the steps to register the software later using the surrender Key. Follow the instructions provided therein.

  How to surrender the license before formatting / shifting the software?    OR   How to surrender the additional licenses?

Go to ‘Tools’ menu ‘Surrender Registration’. A document will be generated which contains the Surrender Key and the steps to register the software later using the Surrender Key. Follow the instructions provided therein.

Note: If multiple copies of the software (additional Licenses) are installed in a PC (i.e., CA-ERP server PC), then surrender to be done in Server PC itself as per the above procedure.

  How to install software after formatting?

‘Winman’s Write and Delete’ folder which has been backed up by you before formatting contains ‘WinTaxSetup.exe’ (for Winman CA-ERP) / ‘WinTdsSetup.exe’ (For Winman-TDS). Double click the ‘.exe’ file to install the software. If the same is not available, click here to download the software.

  How to register the software after formatting / surrendering?

After formatting, when you open the software for the first time, a message relating to re-registration will appear. Click ‘Yes’ to register. Alternatively,

  If PC is having internet:

Step 1: If you are having the ‘Surrender key’, then go to the next step. Else, send a query through ‘Query manager’ option in ‘Help’ menu (or click  picture), mentioning the reason for not surrendering the license. You will get ‘Access Code’.

Step 2: Go to ‘Help’ menu in the software ‘Registration’ click ‘Next’.

Step 3: Select ‘Online’ option enter your ‘Surrender key’ or ‘Access Code’ click on ‘Register’. Winman CA-ERP/Winman-TDS will get registered automatically.

  If PC is not having internet:

Step 1: Go to ‘Help’ menu in the software ‘Registration’ click ‘Next’.

Step 2: If having the ‘Surrender key, communicate the same through ‘Query manager’ option under ‘Help’ menu of the software (or click  picture) where internet is available and you will get the ‘Registration code’.

Otherwise, send the ‘Computer Key’ shown in the window through ‘Query manager’, along with the reason for not surrendering the license, where internet is available. You will get the Registration code’.

Step 3: Enter ‘Registration code’ click on ‘Register’.

  Software is displaying ‘Unregistered Copy’.

If you have surrendered the license using ‘Tools’ menu ‘Surrender Registration’, you can register the software using the ‘Surrender Key’.

Otherwise, submit a query through ‘Query manager’ option under ‘Help’ menu of the software (or click  picture) briefly answering the following questions:

1.    Why software copy is Unregistered?

2.    How many software copies are already registered in your office?

3.    How did you recover the data?

 

 Hard disk crash

  Windows drive not working or System corrupted or Hard disk crashed or How to recover data / install software?

Step1: Recovery procedure of data differ from case to case

  Case 1: C drive (windows OS drive) is corrupted.

Case 2:  The hard-disk in which software is installed got corrupted. Data is in another PC.

Case 3: The hard disk in which Winman data was saved got crashed. (Software is installed in another PC.)

Folders: Winman_data

Files having text name *.tax  in the corrupted hard disk

Copy and paste Winman_data folder to drive of new hard disc where you want to save data  permanently (Note: Winman recommends that data folder should be kept in  Non-Windows drive (Other than C )

If Data path already exists some files already present in data folder, rename the recovered files folder as 'Winman Data' and paste in data path drive (To know in which drive data exists, click  Tools Options and note the drive  in Data Path)

Click on Tools Options  browse the recovered data folder and click ok

If data files are lost,  then to recover the files from Back-up

      Folders: ' Winman_backup ', ' Winman's mir bkup '

      Files having text name *.wb (*.wt for TDS)  in the corrupted hard disk

Note: If files could not be recovered from corrupted hard disk, then try to get the above folders/files from external backup, if done earlier.

Case 4: Hard disk, in which both the Software and the data is saved, got corrupted.

Step 2: Register the software

        Please click here

 

TDS Software

  I want to purchase TDS software.

Click here for the detailed procedure

  I am having ‘Limited’ edition of Winman-TDS software. How to upgrade the same to ‘Full’ edition?    OR    How to enter the details of more than 100 Deductees in Winman-TDS software?

You can upgrade the Winman-TDS software license from ‘Limited’ edition to ‘Full’ edition. To know the upgrade price,

In the existing registered copy of the software, go to ‘Help’ menu  ‘Buy now’/‘Renew now’. In the ‘Upgradation’ row, select ‘Full’ and then proceed.

 

Others

  How to access the software in a Network PC (LAN PC)?

Open the registered copy of the software in the PC in which it is installed, go to ‘Tools’ menu ‘Utilities’ ‘General’ tab select ‘To open software in network PC (LAN)’ click ‘Ok’. A document will be generated, follow the instructions in the said document.

  Can I open more than one CA-ERP files to work on at the same time? (not available in Winman-TDS)

Yes. You can concurrently open many files by opening the multiple copies of the software with a single installation/license. In other words, the software works like MS Office, wherein you are allowed to open/edit multiple files at the same time. You can open any number of copies in one PC.

To open multiple copies of the software;

·         double click on the shortcut in your desktop or 

·         go to ‘File’ menu ‘Open another CA-ERP’.

  How to convert ‘Excel’ / ‘Statement of income’ or ‘Word’ file into ‘PDF’ format?  OR  How to convert the paper return into PDF format?

·         Download/install PDF Convertor Tool:

MS Office version

Recommended PDF software

Download links

Size

MS Office 2003

PDF995 version 8.1        

Click to download

2.2 MB

or Pdf creator 1.7.0  

Click to download

16.6 MB

MS Office 2007

(without Service Pack)

'SaveAsPDF' of Microsoft

Click to download

934 KB

MS Office 2007

SP2 or higher version

No need to install any software

-

-

·         Convert the ‘Excel’ / ‘Statement of income’ / ‘Word’ file into ‘PDF’:

If Pdf convertor tool is already installed, just follow the below steps to convert the ‘Excel’ / ‘Word’ file into PDF.

PDF Software installed

Steps

MS Office 2007

or higher version

Open the Word/Excel file, go to ‘File’ menu ‘Save as’ select ‘Save as type’ as ‘PDF’. Browse the path to save the file and click on ‘Publish’.

PDF995 

 

Open the Word/Excel file, go to ‘File’ menu ‘Print’ select the Printer name as ‘PDF995’. Browse the path to save the file and click on ‘Save’.

PDF Creator  

Open the Word/Excel file, go to ‘File’ menu ‘Print’ select the Printer name as ‘PDF Creator‘. Click on ‘Save’ in PDF Creator window. Browse the path to save the file and click on ‘Save’.

 

  How to convert the files saved in ‘.gif’, ‘.jpg’, ‘.png’ or ‘.bmp’ format to PDF? (not available in Winman-TDS)

·         Go to ‘Tools’ menu Others’ Image to Pdf converter’.

·         In the ‘Image to PDF converter’ window, click on ‘Add Files’ and select the files in the order in which it has to be converted into PDF and click on ‘Open’.

·         Click on ‘Create PDF’ select the path where you want to save the PDF file click on ‘Save’.

  How can I digitally sign the IT computation?

To digitally sign the IT computation, first you need to install/import PFX file. Double click on the PFX file and install it.

After installation, open CA-ERP file, export the IT computation data to Excel using ‘Export to Excel’ option and save the Excel. Now, in the Excel file click on to ‘Office button’ ‘Prepare’ ‘Add a Digital Signature’.

  Contact details of Income Tax Department / NSDL / TRACES

Contact details of Income-tax department:

Toll free numbers:   

Income Tax - General Queries

1800 180 1961

e-Filing of returns/ e-Filing Login

1800 4250 0025 / +91 80 2650 0025

Refund/ Refund re-issue/ Rectification Notification & Processing

1800 425 2229

Contact address

Directorate of Income Tax (Systems) –ll,

Aayakar Bhawan,

Sector 3, Vaishali,

Ghaziabad – 201 010.

For more queries you can also send a mail to: efilinghelpdesk@incometaxindia.gov.in

 

          Contact details of NSDL:

Toll-free number

020 - 27218080

E-mail

tininfo@nsdl.co.in

Contact address

5th Floor, Mantri Sterling,

Plot No. 341, Survey No. 997 /8,

Model Colony,

Near Deep Bungalow Chowk,

Pune - 411 016.

 

            Contact details of TRACES:

Toll-free number

1800 103 0344

E-mail

contactus@tdscpc.gov.in

Contact address

Aaykar Bhawan,
Sector - 3, Vaishali,
Ghaziabad, U. P. – 201 010.

 

  How can I digitally sign the PDF files using ‘.pfx’ file?  (available only in Winman-TDS)

To digitally sign the PDF files using ‘.pfx’ file, go to ‘Tools’ menu in the software ‘PDF Digital Signer’ ‘‘pfx’ file’ select required form. In the following window fill necessary details and click ‘Sign’. Further, you can change the position of digital signature in your PDF file by selecting required option under ‘Signature Display settings’.

‘First Page-Top’ indicates signature at the top of the first page of the PDF.

‘Last Page-Bottom’ indicates signature at the bottom of the last page of the PDF.

Further, you can also set the left and top margin as per your requirement.

  How can I digitally sign the PDF files using USB Token? (available only in Winman-TDS)

To digitally sign the PDF files using USB token:

    Step 1: Download the PDF signer

·         To download, click here click on ‘Run’ in the ‘File Download’ window.

·         The following window will be opened, browse the path to extract the files and click on ‘Extract’.

                    

·         Now, the ‘PDF signer (usb).exe’ will be installed in the selected path.

 Step 2: Digitally sign with USB Token

·         Connect your USB Token

·         Double click on ‘PDF signer (usb).exe’ which you have installed in ‘Step 1’

·         The following window will be opened:

                  

 

·         Against ‘Source folder’, browse the folder containing PDF files which needs to be signed.

·         Against ‘Target folder’, browse the folder where the digitally signed PDF files are to be saved.

·         To change the position of digital signature in your PDF file select required option under ‘Settings’.

o    ‘First Page-Top’ indicates signature at the top of the first page of the PDF.

o    ‘Last Page-Bottom’ indicates signature at the bottom of the last page of the PDF.

o    ‘Left’ and ‘Top’ options are provided to set the margin.     

·         Click on ‘Sign’.

·         Choose the required certificate click ‘Ok’ enter the password click ‘Ok’.

  How to install Dropbox?

     Go to ‘https://www.dropbox.com click ‘Download ‘Run’.

     The login window will be opened. Click on the ‘Sign up’ and create a free account in Dropbox. Dropbox will be installed and a Dropbox folder will be created. Click on ‘Advanced Settings’

                           

                                                                                       

By default the Dropbox folder will be created in ‘C’ drive. You have to change the dropbox folder location. Select ‘Other’ and browse the required path Click ‘Ok’

                                                                                                                                                                                                                                                        

                        

    

     You can view your drop folder by clicking on the ‘Dropbox icon’ in system tray. If the Dropbox folder is up to date, one green right mark will be displayed. If Dropbox is synchronizing the files with the server, one blue icon will be displayed.

                

 

     Initially, Dropbox provides 2 GB of free storage space which can be expanded till 16GB in exchange for new customer referrals. To do so, login to Dropbox.com Get free space Refer  friends to Dropbox Enter email address Send.

 

For the procedure to set Dropbox as data-path, click here.

Dropbox FAQ: https://www.dropbox.com/help

 

  How to communicate the changes in address / contact details to Winman office?    OR     I have to update my profile with Winman.    OR   How to change the registered details in Winman?

Submit a request through the software. Go to ‘Help’ menu ‘Edit my profile with Winman’.

The changes will be updated in our records within 3 days.

Note: If any changes required in registered Licensee name, send a mail from your registered e-mail ID to: info@winmansoftware.com

  How long will it take for the Customer Care Desk to answer a Query?   OR   How priority is set by the Customer Care Desk to respond to a Query?

If all the following conditions are met, then the query will have first priority.

·         Sent through Query manager tool

·         Answer not available in FAQ

·         Query is stated clearly (need not be grammatically correct)

The priority will be based on the no. of conditions met, as shown below:

 

No. of conditions satisfied

 

Priority

                    All of the above

1

                    Only two

2

                    Only one

3

                     None

4

 

The reply to your query will be given through telephone or Query manager depending upon the query.

Query through telephone can be asked only if the software is not opening or for registration of the software. Priority of such a query will also be 1.

 

  I want to update the details such as address / contact details / e-mail ID etc. in the invoice issued by Winman?

The data required for invoice will be taken from the profile details updated in Winman records. Therefore, to update the details, go to ‘Help’ ‘Edit my profile with Winman' make any changes in the profile details if required click ‘Submit’.

  How to check for which edition the software is registered?      OR     How to check whether my software copy is registered or not?

To check, go to ‘Help’ menu ‘About’.

  I am having Standard / Basic edition of Winman CA-ERP software. How to upgrade the same to Premium / Standard edition?

To upgrade Standard/Basic edition of Winman CA-ERP,

In the existing registered copy of the software, go to ‘Help’ menu ‘Buy now’/‘Renew now’. In the ‘Upgrade’ row, select ‘Premium’/‘Standard’ as required and proceed.

  Unable to use 3CD utility in the software   OR   Whether service tax utility is available with my software copy?    OR   How to know the different edition and the applicable modules of the software   OR    How to check / upgrade the current edition of CA-ERP software?

To check the current edition of your software copy, go to ‘Help’ menu ‘About’.

To know the features/modules available for each edition, go to ‘Help’ menu ‘Renew now’/'Buy now' ‘Modules’.

For the procedure to upgrade, click here.

  How to send computer key of software installed in different PC for registration?    OR   Where can I find computer key of the software?

Please go to the PC in which you want to register / upgrade the software. Open the software, go to ‘Help’ menu  ‘Registration’ / ‘Registration Information’ ‘Next>>’. Copy the ‘Computer Key’ and send the same to us through ‘Query manager’ tool available under ‘Help’ menu of the software or click on  picture.

  List of the Websites to be allowed / whitelisted in the Firewall / Proxy for proper working of Winman software.

For proper working of Winman CA-ERP/Winman-TDS software, please ensure that the below listed URLs are allowed/whitelisted in your Firewall/Proxy and accessible in Internet Explorer.

URL

Purpose

https://www.winmansoftware.com

To access Winman’s main website

ftp://www.winmansoftware.com

To update the software

ftp://upd1.winmansoftware.com

http://upd1.winmansoftware.com

ftp://upd2.winmansoftware.com

http://upd2.winmansoftware.com

https://service.winman.in

For proper working of Winman’s Query Manager tool

https://service2.winman.in

https://winman.in

For proper working of Winman’s Online services

https://asp2.winman.in

 

  Unable to save the file in server due to permission or storage issues.

Due to insufficient permission or space to save the file in server, you may get the message as shown in below picture:

            

In such cases, go to the folder mentioned in the message and try to create new file in that folder. If error appears as ‘Permission denied’, then give full permission to every user to save file in that folder. However, ensure that enough space is available in the said folder to save the file.

Note: Please consult your Computer Administrator to give folder permission.

  What is the difference between Limited edition and Full edition of Winman-TDS?

Limited edition and Full edition of Winman-TDS are differentiated based on the maximum limit for the Deductees entry, as follows:

 

Limited edition

Full edition

Max. limit on Deductees per Quarter

100

unlimited

  How to change the colour of the cells / windows in Winman CA-ERP?

In ‘Computation’ window, go to ‘Tools’ menu ‘Others’ ‘Color Settings’ select required colour using the arrow buttons given at the top right of the window click ‘Apply and close’.

  Can I upgrade only main license without upgrading additional licenses?   OR    I have more than one additional license, can I upgrade only few of them along with the main license?

No. When you upgrade the main license, the additional licenses will be automatically upgraded.

  Postal address of Winman   OR    Contact details of Winman

To know our contact details, go to ‘Help’ menu ‘Contact us’.