Onboarding ” Services and expenses Expenses
Performance recording is the core of Vertec software. User enter their services in order to document their working time. By assigning it to projects and optionally to phases and service types, the services form the basis for invoicing and project controlling.
The services are entered 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 recording at any time.
Services not only document the recorded hours (working time) and the billable values (fees), but also provide detailed information on the costs incurred and enable invoicing to the customer at the push of a button.
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. This means that the valid hourly rate is clearly defined at the time of recording the performance.
Expense types can be created for the entering and categorization of expenses. In the expense types, the type of price calculation – margin or unit price – and an automatic refund can be predefined. Each user enters his expenses, assigns the corresponding type and optionally stores expense documents in the form of images or PDF documents. The expenses are finally settled through a unified process. With the additional feature Travel expenses DE, standardized travel expense statements for Germany can be created at the push of a button.
The Vertec Phone App enables mobile working and entering of services and expenses on the go. In addition, contacts and addresses, activities, the processing of personal pending issues and access to own projects can be clearly managed.
Calendar entries that are entered in Outlook can be created as services in Vertec directly using the Vertec Outlook App. The services can already be assigned one phase and an service type in the Outlook App.
In relation to HR, the following additional features are available:
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 postings are created.
Knowledge BaseCreates the Expenses to reimburse report template showing attachment, which displays employee expenses to reimburse from expense entry and displays the receipts on individual pages.
Knowledge Base