Additional features

As soon as a user enters an absence or changes an existing absence, the teamleader receives a notification and the absence is shown in the absences for approval subfolder.

• Count entries
• New root folder
• Remove folder from view
• Add user group folder to view

Cloud Suite

On-
Premises

A notification with the title of the activity is created if certain prerequisites are met. If the person responsible for the activity is changed, the new person receives a notification and the notification for the former responsible person is deleted.

Attach documents directly from Vertec to Outlook emails and create your own custom templates.

Implements the two BI measures turnover forecast from phase budgets and turnover forecast from phase budgets weighted, with which the fee budget of a phase can be distributed linearly over the lifecycle of a project.

Additional feature for the procurement process with the Purchases module. Enables you to define procurement processes.

Cloud Suite On-
Premises

Plans corporate events, simple management of leads, participants and cancellations, analysis and billing of events.

Registers the Import holidays script, with which the regional holidays of Switzerland, Germany and Austria can be automatically imported to user groups.

Creates deadlines with and without checks and corresponding preliminary deadlines.

Thanks to clearly arranged folders and calendar views, you can always keep an eye on them.

Adds the extension GetYourLawyer  to Vertec. Services and expenses entered in Vertec are transferred to GetYourLawyer at the push of a button.

Enables you to calculate, provides and bill HOAI projects.

Charges services on internal projects without the need to create a pro forma invoice.

Basic question in the day-to-day work of lawyers: Can a case be accepted or not?
With this additional feature, cases receive a page called
Open case with conflict check . ???
Once counterparties are assigned, the conflict check is carried out according to predefined criteria.

Creates customer-specific LEDES templates and exports invoices in LEDES format.

Enables you to sell software licenses and to manage and bill
service agreements such as maintenance contracts or hotline contracts.

Enables you to reproduce and manage the dunning process directly into Vertec.

Implements a standardized case management for Switzerland. This gives you an overview of the current processing status of your case and allows you to manage annually recurring tasks per fiduciary mandate in a standardized way.

Cloud Suite On-
Premises

Services & CRM

For outlays also Purchases???

Activates the required link types and creates the folders needed to work with the Opportunities feature, which was introduced with Vertec 6.5.
Opportunities enable you to display a lean sales process in Vertec, to gain an overview of the currently open sales opportunities and to make a variety of evaluations such as the expected turnover per salesperson over the course of the year.

Offers you the possibility to create the grouped folder structure in the root folder settings, which was introduced with version 6.6.

Registers a script, which enables you, with the push of a button, to import the ZIP codes of Switzerland, Germany and Austria into Vertec.

Creates a sample project template for you to select after you have created a new project, so that the template values are carried over to the new project.
Based on this example, you can create your own project templates.

Gives you the option to define  additional invoice recipients and to proportionally split invoices between several recipients.

Use this to issue invoice numbers in Germany. Enables you to set invoice numbers only after charging to avoid gaps in invoice numbers.

Simplifies invoice cancellations in Vertec and includes the option of providing proof of cancellation.

Implements configurable presence time rules for employees. Rule checks and any differences entered are directly shown by notifications and in evaluation lists.

Enables companies in Germany to enter
travel expenses incl. additional meal allowances.
This feature automatically calculates the travel expenses to be reimbursed and the relevant receipts are saved.

Provides support for the migration of Resource Planning to version 6.6.

Services & CRM Resource
Planning

Enables Resource Planning based on the allocation of users to phases (user-phase links).

Creates the report template Reimburseable expenses with attachments which shows the employee expenses to be reimbursed from the expense entry and displays the receipt images on individual pages.

Creates a set of address and CRM folders, with detailed searches for addresses, activities or emails, categories for evaluation, and customizable keyword folders for dispatch.

Creates a set of folders relating to invoicing e.g. projects with open fees, provisional, open, overdue and paid invoices, a detailed invoice search and an evaluation folder for turnover per customer.

Creates a set of folders for HR, with categorization of users according to language skills, clear absence lists, e.g. in a monthly overview, as well as the display of employment level and user balance on a selectable effective date.

Creates a set of folders for project controlling, with detailed project searches, budget controlling and evaluations of the contribution margin.

Creates a set of folders for sales, with sales activities and offer searches.

Enables you to import RVG files and to create RVG invoices.

Provides an example of how to implement fee calculation of engineering services in the field of heating, ventilation, cooling and plumbing in accordance with SIA Standard 108.

Provides three utilization graphs for Resource Planning that factor in the sales probability during phases.

In the HR root folder, this feature creates a folder called Absences overview , which shows a list of the absences of all employees with customizable colors.

Displays German terms in Vertec in gender-appropriate form (variant with gender asterix or colon).

Creates and charges payment plans for projects.