Monthly approvals
Use this Vertec feature for approval of services, expenses, outlays and absences
How this feature creates benefits
The feature "monthly approvals" helps companies manage the approval process of services efficiently and transparently. Instead of complex individual reviews, you benefit from structured monthly breakdowns that save you time while ensuring clear responsibilities. By bundling all open services in one overview, the approval process is simplified and the number of possible incorrect bookings is reduced.
- Efficient monthly purchase of all services at a glance
- More transparency and clear responsibilities in the approval process
- Less errors and rework due to standardized workflow
How it works
This feature provides an overview in which services can be reviewed and approved on a monthly basis. The process is structured and comprehensible:
- All recorded services are collected and shown monthly
- Responsible persons can check and approve services
- The overview shows the status per employee or project
- Unreleased services remain visible until a decision is made
- Permission can be accepted directly in Vertec – without external tools
Knowledge Base Articles
Prerequisites
Module “Services & CRM”
Related features
Absence Approvals, Invoice Approvals
Frequently asked questions
Can I implement a release process for services?
Vertec offers standard employee sharing options. This makes it possible to approve entered services, for example by the project management.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
Can I approve employee services before invoicing?
Yes, you can create individual release procedures in Vertec. Depending on your requirements, this can be done after performance recording or only after invoicing.
