Services and expenses
Onboarding › Entry of services and expenses
Service entry is the core of the Vertec software. Users enter their services in order to document their working time. By assigning them to projects and optionally to phases and types of services, the services form the basis for invoicing and project controlling.
The entry of the services takes place in an overview, where the user is also directly shown his target and presence times, so that he has an overview of the completeness of his service entry at any time.
Services not only document the entered hours (working time) and the chargeable values (fees), but also provide detailed information on the costs incurred and enable invoicing to the customer at the push of a button.
Rate system
The hourly rate is defined globally in the rate system. The rate is defined depending on the user level, the rate level and the currency. However, the rate selected in a project can be overridden individually for project phases or individual service types. Thus, the valid hourly rate is clearly defined at the time of service entry.
Rate System
Expense recording
Expense types can be created for entering and categorizing expenses. In the expense types, the type of price calculation – margin or unit value – as well as an automatic reimburse can be predefined. Each user enters his expenses, assigns the corresponding type and optionally deposits expense documents in the form of images or PDF documents. The expenses are finally settled via a uniform process. With the additional feature Travel expenses DE, standardized travel expense statements for Germany can be created at the push of a button.
Expense Recording
Vertec Phone App
The Vertec Phone app enables mobile work and thus the recording of services and expenses on the go. In addition, contacts and addresses, activities, the processing of personal pending cases and access to own projects can be clearly managed.
Phone App
Vertec Outlook App
Calendar entries entered in Outlook can be created as services in Vertec directly using the Vertec Outlook app. A phase and a service type can already be assigned to the services in the Outlook app.
Outlook App
Additional Features
In connection with HR, the following additional features are available:
Travel expenses en
Implements the option for companies in Germany to enter travel including additional food expenses. The resulting travel expenses to be reimbursed are automatically calculated and the corresponding receipts are posted.
Knowledge BaseExpenses to be reimburseed with annexes
Creates the Expenses to Reimburse report template with attachment, which displays the expenses of an employee to be reimburseed from expense entry and displays the receipt images on individual pages.
Knowledge Base