Mandate Management
Flexibly adaptable to your processes
Mandate management shows you the status of work per case or service type with just one click. Assign e-mails and documents to the appropriate cases and set deadlines. Vertec also allows you to map the special monitoring of risk mandates. You can show your open pending and appointments in an overview and thus always keep an overview.
✓ Adaptable to your processes
✓ Avoid errors with checklists
✓ Use sub-mandates for salary, VAT etc.
✓ Documentation of work in log files
Ansicht aller vorhandenen Mandate in Vertec.
Übersicht aller Teilmandate mit aufgelaufenen Honoraren.
´Mit Hilfe der Checkliste gelingt die Mandatseröffnung in Vertec mühelos.
Log-Einträge auf einem Mandat schaffen Nachvollziehbarkeit und Transparenz im Mandatsmanagement.
All important information about the case at a glance
a case in Vertec gives you an overview of all mandate-relevant information such as partial mandates, counterparties), memos or legal documents.
Management of fiduciary mandates
Increasing legal requirements also place increased demands on the management of fiduciary mandates. Mandate management in Vertec can be adapted to your specific needs. Take advantage of a variety of options to structure and manage your audit, tax and accounting appointments.
You can find more details on mandate management in the blog article Modern Mandate Management.
