Additional features

As soon as a user enters an absence or changes an existing absence, the teamleader receives a notification and the absence is shown in the absences for approval subfolder.

In the HR root folder, this feature creates a folder called Absences overview , which shows a list of the absences of all employees with customizable colors.

A notification with the title of the activity is created if certain prerequisites are met. If the person responsible for the activity is changed, the new person receives a notification and the notification for the former responsible person is deleted.

Enables you to query account addresses via an external service provider. This is useful for updating existing addresses, to automatically enter new addresses, or to check for duplicates and accounts without identification.

• Count entries
• New root folder
• Remove folder from view
• Add user group folder to view

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Controlling & BI

This additional feature is particularly useful for law firms that work with cases. It enables the evaluation and presentation of internal/external hours, productivity, billed services as well as sales and depreciation from the perspective of the employees.

Law firms

HR
Controlling & BI

Implements the two BI measures turnover forecast from phase budgets and turnover forecast from phase budgets weighted, with which the fee budget of a phase can be distributed linearly over the lifecycle of a project.

Implements a standardized case management for Switzerland. This gives you an overview of the current processing status of your case and allows you to manage annually recurring tasks per fiduciary mandate in a standardized way.

Charges services on internal projects without the need to create a pro forma invoice.

Implements configurable presence time rules for employees. Rule checks and any differences entered are directly shown by notifications and in evaluation lists.

Basic question in the day-to-day work of lawyers: Can a case be accepted or not?
With this additional feature, jobs receive a page called
Open case with conflict check.
Once counterparties are assigned, the conflict check is carried out according to predefined criteria.

In addition to the person check in the KYC checks, this additional feature implements a compliance screening via the external platform Company.info.

Simplifies invoice cancellations in Vertec and includes the option of providing proof of cancellation.

Creates a set of address and CRM folders, with detailed searches for addresses, activities or emails, categories for evaluation, and customizable keyword folders for dispatch.

Creates deadlines with and without checks and corresponding preliminary deadlines.

Thanks to clearly arranged folders and calendar views, you can always keep an eye on them.

Enables you to reproduce and manage the dunning process directly into Vertec.

Plans corporate events, simple management of leads, participants and cancellations, analysis and billing of events.

Displays German terms in Vertec in gender-neutral form (variant with gender asterix or colon).

Adds the extension GetYourLawyer to Vertec. Services and expenses entered in Vertec are transferred to GetYourLawyer at the push of a button.

Enables you to calculate, provides and bill HOAI projects.

Creates a set of folders for HR, with categorization of users according to language skills, clear absence lists, e.g. in a monthly overview, as well as the display of employment level and user balance on a selectable effective date.

Registers the import holidays script, with which the regional holidays of Switzerland, Germany and Austria can be automatically imported to user groups.

Use this to issue invoice numbers in Germany. Enables you to set invoice numbers only after charging to avoid gaps in invoice numbers.

Creates a set of folders relating to invoicing e.g. projects with open fees, provisional, open, overdue and paid invoices, a detailed invoice search and an evaluation folder for turnover per customer.

Gives you the option to define  additional invoice recipients and to proportionally split invoices between several recipients.

Creates customer-specific LEDES templates and exports invoices in LEDES format.

This additional feature makes it possible to manage and charge the sale of software licenses and of service contracts, such as maintenance and support contracts, and to record their development.

Procurement & Purchases
Project and Case Management

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Services & Expenses

For outlays also Procurement & Purchases

Activates the required link types and creates the folders needed to work with the Opportunities feature, which was introduced with Vertec 6.5.
Opportunities enable you to display a lean sales process in Vertec, to gain an overview of the currently open sales opportunities and to make a variety of evaluations such as the expected turnover per salesperson over the course of the year.

Procurement & Purchases

Creates and charges payment plans for projects.

All

Additional feature for the procurement process with the Purchases module. Enables you to define procurement processes.

All

Creates a set of folders for project management, with detailed project searches, budget controlling and evaluations of the contribution margin.

Creates a sample project template for you to select after you have created a new project, so that the template values are transferred to the new project.
Based on this example, you can create your own project templates.

Creates the report template Reimburseable expenses with attachments which shows the employee expenses to be reimbursed from the expense entry and displays the receipt images on individual pages.

Attach documents directly from Vertec to Outlook emails and create your own custom templates.

Enables Resource Planning based on the allocation of users to phases (user-phase links).

Enables you to import RVG files and to create RVG invoices.

Provides three utilization graphs for Resource Planning that factor in the sales probability during phases.

Creates a set of folders for sales, with sales activities and quote searches.

Provides an example of how to implement fee calculation for engineering services in the field of heating, ventilation, cooling and plumbing in accordance with SIA Standard 108.

Offers you the possibility to create the grouped folder structure in the Settings root folder, which was introduced with version 6.6.

For correct invoicing , various information is required in different places in Vertec. To facilitate this process, this additional feature implements a dialog, in which you can enter all the necessary informationand save it automatically in the correct location in Vertec.

Implements a folder structure for managing third-party money (incoming third-party monies which are not to be assigned to the assets of the respective law firm or lawyer).

Enables companies in Germany to enter
travel expenses incl. additional meal allowances.
This feature automatically calculates the travel expenses to be reimbursed and the relevant receipts are saved.

Registers a script, which enables you to import the ZIP codes of Switzerland, Germany and Austria into Vertec with the push of a button.