Getting started: customizing system settings

System settings can be used to set system-wide settings. Default values for user-specific settings can also be defined here. The most important settings are described below. Additional links can be found in the individual sections.

General

Document storage

This setting can be used to decide whether documents are stored directly in Vertec ( internal ) or on the file system of an external DMS ( file system or DMS ).

All information can be found in the article Document management with Vertec .

Company

Contains your company address. This is needed in various places within the program, for example, for reports and for automatic mailing.

Create company as address

Program jargon

Select the program jargon that suits you here. If you select the jargon for lawyers, terms such as project and customer are replaced by the terms case and client throughout the program.

Detailed description of all system settings – general

Project / case

Show minutes

Specifies the format in which the hours are entered, for example, when entering services. The following options are available:

• Minutes (90)
• Hours Minutes (1:30)
• Hours Decimal (1.50)

Round minutes to

Specifies how many minutes values should be rounded to. The default is 5, so values are rounded to 5 minutes. For example, if a service is entered for 3 hours 2 minutes, Vertec rounds it to 3 hours.

Detailed description of all system settings – project / case

Invoice

Length of invoice numbers

Enter here how long you want your invoice number to be. The prefix then counts up until either the prefix is changed or there are no more digits.

Next invoice number

Here, you can specify the number to be used next, if you want it to be higher than the one generated automatically. The length of this number must match the length you specified under “Length invoice number”.

Prefix of invoice number

Enter the first digits of your invoice numbers here. Make sure that there are enough digits at the back for automatic counting. Therefore, the prefix can never be the same or longer than the length of the invoice number. If the prefix is only one digit shorter than the length of the invoice number, a maximum of 9 invoices can be created. If the prefix is two digits shorter, 99 invoices can be created, etc.

Default VAT type

Select the default VAT type here. This VAT type is automatically assigned when new projects are created.

Creating VAT types

Detailed description of all system settings – invoice

Accounting

Payment terms for accounts receiveable and for accounts payable

For the maintenance of payment deadlines on invoices, you can define a default payment term for accounts receivable (and, if you use the Purchases module, also for accounts payable).

Detailed description of payment terms

Detailed description of system settings – accounting

Resource Planning

Planning interval

Only with Resource Planning additional module . You can set the scheduling interval for your Resource Planning. Possible values are day, week, or month.

Detailed description of all system settings – Resource Planning

Telephony

Support dialling via URI

Vertec supports URI dialing, so outgoing calls can also be made from the Vertec Cloud App and the Vertec Web App.

Detailed description of all system settings – telephony

Authentication

Here, you can set the password requirements and the minimum password length. Especially, if the Vertec instance is available over the internet, we strongly recommend requiring a complex password in combination with 2-factor authentication.

You can register with Vertec in the following ways:

• Registration to Vertec via login name and password .
• Authentication via 2 factor authentication .
• Authentication via LDAP server .
• Authentication via OpenID Connect (Single Sign On).

For more information, see the articles     Overview of authentication and Authentication system settings .