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Vertex Systems

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7 reviews
  • 4 profiles
  • 4 categories
Average star rating
4.6
Serving customers since
1981
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Vertex Integrated ERP

5 reviews

Vertex Integrated ERP is a comprehensive, cloud-based Enterprise Resource Planning solution designed to streamline and automate business processes for organizations of all sizes, with a particular focus on Intellectual and Developmental Disabilities agencies and rehabilitative services. Built on the Microsoft Dynamics 365 Business Central framework, Vertex Integrated ERP offers a suite of modules that enhance operational efficiency, ensure compliance, and provide real-time insights into financial performance. Key Features and Functionality: - Financial Management: The Financial Manager module includes General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Budgeting, Fixed Assets, and Financial Reporting, enabling organizations to effectively manage their finances and gain valuable insights into their financial performance. - Production Management: The Production Manager module empowers agencies to efficiently manage production processes, optimize resources, and deliver high-quality products. It offers real-time production performance tracking, shop floor control, and comprehensive tracking of jobs, steps, time studies, work-in-progress, and production. - Payroll Processing: The Payroll Manager module simplifies in-house payroll processing by automating functions such as calculating wages, deductions, and taxes, as well as processing payments via check or direct deposit. It ensures compliance with tax regulations and offers robust reporting capabilities. - Case Management: The Case Manager module provides a user-friendly and comprehensive case management experience, maintaining compliance with automated reminders and organizing client progress from enrollment through discharge. - Billing Management: The Billing Manager module is a cloud-based invoicing system that tracks financials and authorizations in real-time, offering daily service delivery comparisons and critical error-reducing notifications. Primary Value and Solutions Provided: Vertex Integrated ERP addresses the unique challenges faced by IDD agencies and rehabilitative services by offering a unified platform that consolidates multiple case management facets—from case documentation to financial oversight—promoting a cohesive work environment that minimizes errors and saves time. By automating tedious administrative tasks such as scheduling, billing, and compliance reporting, Vertex enables staff to focus more on providing quality service and support. The system's real-time analytics and reporting capabilities facilitate data-driven decision-making, while its scalability ensures that the solution grows alongside the organization. Overall, Vertex Integrated ERP enhances operational efficiency, improves financial management, and supports superior client outcomes.

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Vertex Case Management and Billing

1 review

Vertex Case Management & Billing is the core of our system one digital toolkit that can eliminate paperwork leaving you more time to work with people.

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Vertex Time & Attendance

1 review

Software solutions for social services agencies that serve those with disabilities - client payroll, documentation, billing & financial solutions

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Vertex Client Payroll Manager

0 reviews

Vertex Client Payroll Manager is a cloud-based payroll software tailored for Intellectual and Developmental Disabilities agencies, rehabilitation organizations, and human services providers. It simplifies the complex process of managing client earnings and productivity, ensuring compliance with Department of Labor regulations, particularly for 14 participants. By automating payroll calculations and integrating seamlessly with existing payroll functions, the software enhances accuracy and efficiency in payroll processing. Key Features and Functionality: - Compliance Assurance: Ensures adherence to DOL regulations for 14 participants by accurately tracking client earnings and productivity. - Paperless Operations: Eliminates the need for paper timesheets, reducing associated costs and streamlining payroll processes. - Enhanced Accuracy: Minimizes manual data entry, providing precise calculations for error-free payroll processing. - Advanced Reporting: Generates essential reports, such as the NISH Quarterly Report, replicating familiar forms for easy submission. - Comprehensive Tracking: Monitors prevailing wage rates, target wage dates, and conducts classification surveys to maintain accurate job categories. - Automated Calculations: Automates earnings calculations, applies rounding rules, and implements correct wage rates effortlessly. - Benefit Management: Calculates sick and personal time off benefits based on qualified hours of work or attendance. Primary Value and Solutions Provided: Vertex Client Payroll Manager addresses the unique challenges faced by IDD agencies in managing client payroll. By automating complex calculations and ensuring compliance with stringent DOL guidelines, it reduces administrative burdens and the risk of errors. The software's integration capabilities allow for seamless data flow across systems, enhancing overall operational efficiency. Ultimately, it empowers organizations to focus more on their core mission of providing quality services to their clients, rather than being bogged down by payroll complexities.

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Vertex Systems Reviews

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Profile Name
Star Rating
6
1
0
0
0
Verified User in Accounting
CA
Verified User in Accounting
09/05/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review
Rishabh S.
RS
Rishabh S.
Indirect Tax Automation with Tax Bolt on OneSource-Global Next, Vertex-Accelerator with SAP ERP integration.
05/16/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Vertex ERP Integration for Indirect Tax

Indirect Tax calculation on Order to Cash ( Sales Order and Billing ) and Procure to Pay (Purchase Order and Invoice) is seamless once the Vertex Integration is completed with ERP. All the monthly tax updates across the globe is handled by Vertex and no effort is required in ERP
Verified User in Pharmaceuticals
UP
Verified User in Pharmaceuticals
01/12/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Tax Specialist

The ease if use and the quqick response to tickets

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HQ Location:
San Antonio, TX

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@vertexsystems

What is Vertex Systems?

Vertex Systems is a company that provides software solutions specifically designed for agencies supporting individuals with disabilities. Their suite of products aims to streamline operations, improve service delivery, and enhance regulatory compliance for these agencies. Key offerings include tools for case management, financial management, scheduling, and workforce development, which help organizations improve efficiency and focus more on client outcomes.

Details

Year Founded
1981