Vertec 6.8 brings strong innovations

We are pleased to present Vertec version 6.8. This new major release offers exciting new features and significant improvements for you:  

A new powerful full-text search for Vertec, including documents and emails, simplifies the search considerably. For even more efficient mobile use, access to Word and PDF documents is also possible on the smartphone. With automatic receipt recognition, expense entry is completed in no time. In addition, the phone app shines with a clearer presentation of entered services and an optimized list of activities. The BI module offers new, user-friendly views and extended presentations with measures such as the “burndown rate”. Vertec offers a new built-in spell checker that improves the quality of data entries.

New full-text search takes document management to the next level

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The full-text search shows you all relevant results directly.

The existing search feature will be replaced by a configurable, powerful full-text search. This new search feature offers a number of improvements:

• Indexing of any data: Texts on Vertec objects such as projects and addresses, documents, emails and attachments are flexibly indexed as needed.
• Relevant search results: With features like NEAR search, phonetic search, fuzzy search, and root search, you get more accurate search results.

BI module with pie charts
Take advantage of new display options in the BI module. In addition to the existing bar and line charts, pie charts can now also be used directly. This enables simple data comparisons and quick interpretations.  

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///MEDIA (Screenshot) The pie chart opens up new possibilities.

BI module: More user focus in the UI
The BI module has been extensively revised to improve the user experience.

BI views have been greatly expanded so that users can precisely pre-configure evaluations. Thus, for example, only HR measures (e.g. overtime HR) are shown in the HR folder. The selection of BI measures and their configuration have been simplified so that they can be used more efficiently. The desired currency can be selected directly on the BI view. Diagrams can be displayed from different dimensions (e.g. per project instead of per measure).  

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The burndown chart visualizes e.g. the budget and accumulated hours.

BI Module: Measures in Lists 

With this enhancement, measures can be used not only graphically, but also in lists. List evaluations are thus created immediately and available to other users. Because the data has already been pre-calculated by the BI, an evaluation list configured in this way is also loaded quickly. 
The release also offers other useful BI features:
– Calculation of future values: Look into the future with the BI and calculate key figures (forecast)
– Simplified BI generators
– Summed key figures: Once configured, this offers an additional performance gain.

Improved phone app

With Vertec 6.8 we have further improved the phone app.    

Entry of services
The overview of entered services has been redesigned. The screen now divides into two areas. In the left area there is a column chart that shows your entered time of presence, the absences of the day and the entered services in color. On the right of this you will find the list of entered services.    

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Phone app: Bar chart of presence time and entered services

Phone app: The mobile office

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///MEDIA Video: concrete benefits Demonstrate document access (webinar snippet)
With the phone app you always have your data at hand

Within the address entry, users can view and edit their activities. The entries are grouped by date and divided by separating lines as in the Outlook app. Do
you want to look at the offer again on the way to the appointment? You can now open, download and upload documents in the phone app. *

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Easily open and upload documents in the activity list of the phone app.

*This applies only to customers with internal document storage. Customers with external document storage such as the file system or an external DMS see the activity but do not have access to the documents.

Automatic receipt recognition with AI in the phone app    

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Video: Automatic receipt recognition with AI

Users of the Vertec phone app (iOS, Android) can now easily photograph and upload receipts. The connected AI service //LINK automatically detects all relevant data such as company, amount, currency, description and the correct VAT rate. This information is saved directly in Vertec. Typical receipts are detected with high accuracy by the system, even handwritten expense receipts provide appealing results. *2

*2 For the use of automatic receipt recognition, the license of the module Purchases is necessary. More information can be found in the forum.

Built-in spell checker

Vertec has built-in spell checker to help you avoid errors and increase efficiency. Spell checker is available in the cloud app and web app and supports multiple languages.

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The spelling checker marks spelling errors and displays suggestions directly in Vertec.

Do you have questions or feedback about the release? Feel free to use the Vertec forum ///LINK.

Conclusion
The Vertec Major Release 6.8 brings new features and numerous enhancements that increase both the usability and the performance of the system:
– Implementation of a flexible, powerful full-text search and enhancement of the document management system.
– Revised BI views with new display options and a better user experience.
– Improvements in the phone app, including a new overview of entered services and an improved activity list with access to documents.
– Automatic receipt recognition with AI for efficient expense recording
– Integrated spell check reduces correction effort

If you have any questions about the release, please contact your Vertec project manager. As part of our 10-point plan ///LINK for more Vertec security, we recommend that our on-premises customers implement this major release.

Detailed information about the release and what you need to consider for installation can be found in the Release Notes ///LINK.
The setup file is now available for download from the Knowledge Base. ///LINK KB