Case management CH

What is the up-to-date status of my cases? How can I standardize annually recurring tasks per trustee mandate? This Additional Feature implements a standardized mandate management for Switzerland. This gives you an overview of the up-to-date status of your cases.

The corresponding config set can be found here.

User groups

• User group case management users: Allows the setting of service categories on cases and the execution of the case management script.
• User group folder access case management: Allows you to view the case management root folder folder.

The users must be assigned to the appropriate user groups.

Note:

Users assigned to the user group case management users receive full rights on all required additional classes and can run the case management script, but they do not have rights on the cases themselves.

As usual, the user rights for cases are controlled via the case manager or case supervisor user groups. In order to edit the data on the cases, a user group must also be assigned, with which access to the cases is ensured.

Application

With this additional feature, the Service Areas section is created on the case on the Further Info page, in which the service areas relevant for the case can be assigned via checkbox (multiple references are possible):

The service areas available for selection are defined in the folder Settings > Cases > Case Management. By default, the areas FAR / VAT, salary, taxes and auditing are included. If you would like to put other service areas into operation, please contact your Vertec advisor.

In addition, the root folder Mandate Management is created with a subfolder for each service area:

Each service area contains a folder with the active cases and a query folder with an annual overview:

Create mandate management

The case management is created for each case for one year. To do this, select the option on the individual case or the list of cases via actions Mandatsmanagement(can only be called by administrators or users with the User Group Mandate Management Editor) and select the year for which the Mandate Management is to be created. The subfolders Annual Overview are then created on the client according to the previously selected service areas:

In these subfolders, entries are created depending on the service area, in which corresponding fields can be filled in and options can be selected:

Service sector	settings
FARU / VAT	The fields Case manager and key manager are prefilled. The logged-in user is entered as key manager. If an entry for the previous year already exists, the remaining fields are also prefilled or applied. Folding options can be made: Tax method: Keine Effektiv: With the Effective tax method, processing is done on a quarterly basis. Therefore, fields for the status processing per quarter appear below: Saldo: For the tax method Balance, the processing takes place semi-annually. Therefore, fields for the status processing per semester appear below: Type of tax: Vereinnahmt or Vereinbart Accounting period: Monat, Quartal, Semester, Jahr
salary	The fields Case manager and key manager are prefilled. The logged-in user is entered as the key manager. Under Status, various options can be marked as completed by a checkbox.
Taxes	The fields Case manager and key manager are prefilled. The logged-in user is entered as the key manager. The tax domicile can then be added. Under Status you can select whether documents nicht, teilweise or vollständig are available and a deadline is entered.
Revision	The fields Case manager and key manager are prefilled. The logged-in user is entered as the key manager. If an entry for the previous year already exists, the fields in the Requirements section are also prefilled or applied. Under Revision Control, users can be assigned and a date can be set.

Use additional fields

In a service area, additional fields can be used by Adding additional custom items additional custom items, as in the following example for the Tax area:

The corresponding Supplementary Class is specified as a technical information. You can find out which one is below in the technical information.

An additional page will then appear showing these fields:

Requirements and download

• Additional classes 22, 23, 24 and 25 may not yet be in use.
• This is an additional feature for Switzerland.

Before importing the config set, we recommend you read the article Key information about the additional features. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process is described in config sets.

You can download the additional feature with the following link: