We provide many additional features covering a wide range of topics, and we are continually adding to this list. You can access these features free of charge in the form of config sets. Simply import them as XML files at the push of a button. For further information, see Key information about additional features.
Below, you can see the list of available features, including a short description and the key requirements. Clicking on a name of an additional feature brings you to the relevant page containing a detailed description and the download link to the relevant config set.
Additional feature | Brief description | Version | Operating mode | Module |
---|---|---|---|---|
Absence approvals |
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 |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Absences overview |
In the HR root folder, this feature creates a folder called |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Activity notifications |
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. |
6.7.0.7 | Cloud Suite On-Preises |
Services & CRM |
Address check (Germany) |
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. |
6.8.0.1 | Cloud Suite On-Premises |
Services & CRM |
Basic scripts | This additional feature creates the following scripts in Vertec:
|
6.7.0.7 |
Cloud Suite |
Services & CRM |
BI measures for opportunities | Enables you to analyze and display the amount of the opportunities in chronological order. | 6.8.0.1 | Cloud Suite On-Premises |
Business Intelligence |
BI revenue share | Imports two BI measures for analyzing and displaying the revenue share of employees on their charged services. | 6.8.0.1 | Cloud Suite On-Premises |
Services & CRM Business Intelligence |
BI turnover forecast from phase budgets |
Implements the two BI measures |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM Budget & Phases Business Intelligence |
BI turnover forecast from Resource Planning | Implements the two BI measures planning difference and turnover forecast from Resource Planning , which creates a forecast of the expected turnover. |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM Business Intelligence Resource Planning |
Case management CH |
Implements a standardized |
6.7.0.15 | Cloud Suite On-Premises |
Services & CRM |
Case participants | With this additional feature, case participations with different roles can be mapped, and additionally be evaluated in the conflict check. | 6.8.0.1 | Cloud Suite On-Premises |
Services & CRM |
Charge internal entries |
Charges services on internal projects without the need to create a pro forma invoice. |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM |
Check presence time rules |
Implements configurable presence time rules for employees. Rule checks and any differences entered are directly shown by notifications and in evaluation lists. |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Conflict check |
Basic question in the day-to-day work of lawyers: Can a case be accepted or not? |
6.8.0.1 | Cloud Suite On-Premises |
Services & CRM |
Compliance screening |
In addition to the person check in the KYC checks, this additional feature implements a compliance screening via the external platform |
6.8.0.1 | Cloud Suite On-Premises |
Services & CRM |
Create invoice cancellations |
Simplifies |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM |
CRM root folder |
Creates a set of |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Deadline monitor |
Creates Thanks to clearly arranged folders and calendar views, you can always keep an eye on them. |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Dunning |
Enables you to reproduce and manage the dunning process directly into Vertec. |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
E-invoice templates | Implements templates for e-invoices. | 6.8.0.1 | Cloud Suite On-Premises |
Services & CRM |
Event management |
Plans corporate events, simple management of leads, participants and cancellations, analysis and billing of events. |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Freelancer management | Simplifies the management and billing of freelancers. | 6.7.0.16 | Cloud Suite On-Premises |
Services & CRM Purchases |
Gender-neutral Vertec terms |
Displays German terms in Vertec in gender-neutral form (variant with gender asterix or colon). |
6.6.0.1 | Cloud Suite On-Premises |
Services & CRM |
GetYourLawyer extension |
Adds the extension GetYourLawyer to Vertec. Services and expenses entered in Vertec are transferred to GetYourLawyer at the push of a button. |
6.6.0.1 | Cloud Suite On-Premises |
Services & CRM |
HOAI |
Enables you to calculate, provides and bill |
6.7.0.16 | Cloud Suite On-Premises |
Services & CRM Budget & Phases |
HR root folder |
Creates a set of folders for |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Import public holidays |
Registers the |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM |
Invoice approvals | Enables you to track the invoice approval process. You can see who commented on, charged or approved an invoice, and on what date. | 6.7.0.14 | Cloud Suite On-Premises |
Services & CRM |
Invoice number DE |
Use this to |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM |
Invoicing root folder |
Creates a set of folders relating to |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Invoice splitting |
Gives you the option to define |
6.7.0.15 | Cloud Suite On-Premises |
Services & CRM |
KYC (Know Your Customer) | Checks affiliated companies and persons when case is opened. | 6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
LEDES export |
Creates customer-specific LEDES templates and exports invoices in LEDES format. |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
License sales and service agreements |
Enables you to sell |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM Purchases |
Monthly approvals | Implements a workflow for monthly approval of services, expenses, outlays and absences by users and their teamleaders. |
6.7.0.17 |
Cloud Suite |
Services & CRM For outlays also Purchases |
Opportunities |
Activates the required link types and creates the folders needed to work with the Opportunities feature, which was introduced with Vertec 6.5. |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Outlay approvals | Creates the Procurement root folder, including the folder structure, for the approval of outlays. | 6.8.0.1 | Cloud Suite On-Premises |
Services & CRM Purchases |
Payment plans |
Creates and charges |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Procurement |
Additional feature for the procurement process with the Purchases module. Enables you to define procurement processes. |
6.7.0.17 |
Cloud Suite |
Services & CRM Purchases |
Project management root folder |
Creates a set of folders for |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM |
Project templates |
Creates a |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM |
Reimburseable expenses with attachments report |
Creates the report template |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM |
Rename Honorarnote to Rechnung | Additional feature for the use of the German term Rechnung instead of Honorarnote in the program jargon for cases. |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM |
Report dispatch |
Attach documents directly from Vertec to Outlook emails and create your own custom templates. |
6.7.0.15 | Cloud Suite On-Premises |
Services & CRM |
Repost downpayments | Enables you to transfer individual downpayments or all the downpayments of a project to other projects. | 6.7.0.9 | Cloud Suite On-Premises |
Services & CRM |
Resource Planning with user phase links |
Enables Resource Planning based on the allocation of users to phases (user-phase links). |
6.7.0.16 | Cloud Suite On-Premises |
Services & CRM Budget & Phase Resource Planning |
RVG |
Enables you to import RVG files and to create RVG invoices. |
6.7.0.15 | Cloud Suite On-Premises |
Services & CRM Budget & Phases |
Sales probabilities in Resource Planning |
Provides three utilization graphs for Resource Planning that factor in the |
6.7.0.16 | Cloud Suite On-Premises |
Services & CRM Budget & Phase Resource Planning |
Sales root folder |
Creates a set of folders for |
6.7.0.17 | Cloud Suite On-Premises |
Services & CRM Budget & Phases |
SIA 108 |
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. |
6.8.0.1 | Cloud Suite On-Premises |
Services & CRM |
Settings folder structure |
Offers you the possibility to create the grouped folder structure in the Settings root folder, which was introduced with version 6.6. |
6.8.0.1 | Cloud Suite On-Premises |
Services & CRM |
Setting up invoice data |
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. |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM |
Third-party money management |
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). |
6.8.0.1 | Cloud Suite On-Premises |
Services & CRM |
Travel expenses DE |
Enables companies in Germany to enter |
6.7.0.15 | Cloud Suite On-Premises |
Services & CRM |
ZIP code import |
Registers a script, which enables you to import the |
6.7.0.7 | Cloud Suite On-Premises |
Services & CRM |