Expand your CRM and ERP for free with additional features
Expand the functionality of your Vertec. This is easy, fast and free of charge. Our additional features offer you alot.
With just a few clicks, you can independently expand the functionality of your existing Vertec installation, regardless of whether you operate Vertec as an On-Premises installation or are on a Cloud Suite.
On our Knowledge Base, our daily “handbook,” we regularly provide new additional features for download. Depending on the additional feature, these either expand certain basic functions or add a completely new feature. In any case, this is an added value for you free of charge.
Additional features for more functionality
Technically speaking, the additional features are XML files that can make certain presets, such as folder structures including user rights, evaluations, report templates, scripts, and process automations. Likewise, certain workflows or new additional features can be implemented. The imported add-on features can be used immediately. Industry-specific additional features are also offered if you are using Vertec as a Software for lawyers, for example.
The two tables below provide an overview of the general and sector-specific additional features that are currently available.
Summary | |
|---|---|
| Absence Approvals | Record absences and have them approved by the team leader |
| Addresses and crm | Creates different address and CRM folders for detailed searches of addresses, activities or emails |
| Outlay Approvals | Vertec creates a folder structure through which open outlays can be approved via a checkbox and tracked together with the person responsible for releasing them. |
| Basic Scripts | Implements basic scripts in Vertec |
| Notifications for activities | Created from Vertec 6.6 Notifications for specific activities |
| Report Dispatch | Create your own custom email templates and attach documents directly from Vertec to Outlook emails. |
| Report expenses to reimburse with annex | This report template allows you to view show employee’s employee expenses to reimburse and display the receipts on individual pages. |
| Bi revenue share | BI measures for the evaluation and presentation of the revenue share of employees on their billed services. |
| Bi revenue forecast from phase budgets | Implements measures for the development of the fee budget of a project phase linearly over the throughput time of a project. |
| Bi revenue forecast from resource planning | With the key measures “Planning Difference” and “Sale Forecast from Resource Planning,” you get a forecast for the expected sales. |
| Procurement | Map purchasing processes in Vertec. |
| E-Invoice Templates | Additional feature that implements templates for e-invoices. |
| Event Management | Plan corporate events, manage attendees, bill and evaluate events |
| Invoicing | Creates a set of folders related to invoicing. |
| On user groups, you can import regional holidays from the DACH region. | |
| Freelancer Management | This simplifies the management and billing of freelancers. |
| Gender-Appropriate Terms | Two additional features that import translations that show the German Terms in Vertec in a gender-appropriate manner. |
| HR | Creates a set of folders for categorizing users according to different criteria. |
| Charging internal entries | Charge services on internal projects without having to create a pro forma invoice. |
| Dunning | Mapping multi-stage dunning process of invoices created in Vertec |
| Opportunities | Visualize the sales process in Vertec in a lightweight way, including evaluations. |
| Folder Structure Settings | Groups existing folders in the “Settingssetting root folder. |
| Zip code import | Import the postal codes of Switzerland, Germany and Austria into Vertec with one click. |
| Project Controlling | a set of folders for detailed project searches, budget controlling and analysis of the contribution margin. |
| Project Templates | Enter your own project templates using a sample project template. |
| Invoice Splitting | Add additional invoice recipients and split invoices to several recipients pro rata. |
| Invoice number de | Set invoice numbers only after charging to avoid gaps in invoice numbers. |
| Create invoice cancellations | Cancel invoices in Vertec with proof. |
| Regular Check Of Presence Times | By means of notifications and evaluation lists, you always have an eye on presence times and recording differences of your employees. |
| Travel expenses en | Enter and reimburse travel and food expenses. |
| Sales | Sales activities, forecast and quotation searches with the help of different folders always in view. |
| Overview Absences | Creates a folder that displays a list of absences of all employees with customizable colors. |
| Payment Plans | Create payment plans on projects, settle projects in installments. |
| Time-Dependent Supplements | Companies define surcharges for services outside regular working hours – such as shift work, night work, weekend work or public holidays – that are automatically calculated. |
Summary | |
|---|---|
| Address Verification (Germany) | Vertec automatically matches company addresses with external service providers, updates existing entries and detects duplicates or unidentifiable companies. |
| Bi lawyer key figures | Law firms receive mandate-related evaluations on internal and external hours, productivity, billed services, sales and depreciation from the point of view of employees. |
| Bi consultant key figures | Consulting firms receive evaluations of fees and costs from a team and customer perspective as well as planned vs actual comparisons between budgeted and actual values at project and phase level. |
| Bi engineer, it and software vendor key figures | You will receive evaluations of fees and costs from the perspective of projects and project leaders, supplemented by employee working time analyses and planned vs actual comparisons between budgeted and actual values at project and phase level. |
| Bi financial key figures | Different user groups in the company get an overview of basic financial metrics such as orders, sales and costs. |
| Compliance Audit | In addition to the personal check in the KYC check, the additional feature implements a compliance check via the external platform Company.info. |
| Debt Management | New folder structure for the management of external funds (monetary values received from third parties, which are not assigned to the assets of the respective law firm or lawyer). |
| Getyourlawyer extension | Enter services and expenses in Vertec and transfer them to the Swiss lawyer portal GetYourLawyer. |
| HOAI | Calculate, offer and invoice projects according to the German Fee Regulations for Architects and engineers. |
| Justitia Swiss | Connection to the platform justitia.swiss: With this, documents can be sent and received to authorities and receipts can be created automatically. |
| Conflict Check | Checks whether a case may be applied over on the basis of the assignment of counterparties. |
| Kyc (know your customer) | With the additional KYC feature, you get a customizable basis for checking the respective affiliated companies and persons when opening a mandate. |
| Ledes export | With this additional feature, customer-specific LEDES templates can be created and invoices can be exported in the LEDES format. |
| Licence sales and service agreements | Map the sale of software licenses and the administration and billing of service contracts. |
| Case Participants | Mapping of case participants with different Role and additional evaluation in the conflict check. |
| Mandate Management Switzerland | Standardized mandate management for Switzerland. |
| RVG | For lawyers from Germany: The additional feature allows you to import RVG files and create invoices. |
| SIA 108 | Example implementation for the calculation of fees for engineering services in the field of HVAC according to SIA Standard 108. |
Additional features in the development process
In addition to Vertec itself, we are constantly working to improve existing additional features, so that in certain cases we offer new versions with enhancements or feature enhancements for download.
Priority is also given to the development of new additional features to standardize functionalities. We are always open to the ideas and wishes of our customers. The Vertec Forum is the ideal location to communicate with us and other Vertec customers.
Vertec remains updateable
No matter how much customization you do, either in the form of additional features or through adjustments made by your Vertec project management, Vertec remains updateable in any case. Thus, every minor and major release is accessible and usable for you, so that you benefit from new features and implementations. Import at least every major release is also an essential component of Secure vertec instance on the internet in the best possible way your Vertec instance on the Internet in the best possible way.
You can find more information in our Knowledge Base in the article “What to Worth knowing about the additional features”.
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