Configuring Vertec step by step

You have purchased and installed the Vertec software and now want to set it up. What is the best way to do this? This article gives you an overview and guides you to the right pages in our Knowledge Base.

When you log into Vertec, the program window opens. This window is always the same, no matter where you are in Vertec.

The user interface is divided into the following areas:

For more information, see the Vertec user interface article.

To work with Vertec, you need to make the following configurations:

• Set up user levels and rate levels: define rates
• Enter users: manage users
• Manage addresses: addresses
• Create projects: enter projects
• Save VAT rates: VAT system settings
• As required:
  • Create folder structures: folders
  • Save keywords: folders as keywords
  • Save service types and expense types: service types and expense types

• Entering services: How to enter your services
• Entering expenses: How to enter your expenses
• Activities, tasks, follow-ups: How to work with activities
• Issuing invoices: Vertec invoicing

• Evaluations with the Business Intelligence module
• Evaluations in folders:
  • Query folder
  • Expression folder
  • SQL folder
• In addition, numerous reports are available: All Vertec reports at a glance

• Licensing of Vertec
• The Vertec extensions at a glance
• Basics of working with reports
• Document management with Vertec
• The daily-updated user guide: Knowledge Base