The three main benefits of Zetadocs Expenses, according to our customers

At Equisys, we are committed to our brand values: service excellence and trusted solutions.

Part of our service excellence involves our customer success team carrying out regular calls with customers. These calls provide an opportunity for customers to ask us any questions and for us to demonstrate features they may not be aware of and generally get a better understanding of how the customer uses Zetadocs. This helps us to maximize the benefits that Zetadocs offers customers in their day-to-day operations.

We have assessed the feedback we have received from these calls and identified the three most common benefits that each Zetadocs product offers, as told by our customers. Read on to see what they are.

This blog post focuses on Zetadocs Expenses. You can read the respective posts on Zetadocs Capture here and Zetadocs Delivery here.

Speed and simplicity

Zetadocs Expenses makes managing expenses a fast and straightforward process for all involved (submitters, approving managers and finance team), allowing tasks to be completed with minimal effort. 

Its user-friendly design ensures that finance teams can navigate the system with ease, reducing the time spent on manual tasks. One user highlighted: "Processing expenses is quick and easy", reflecting how the platform is built for efficiency. By removing unnecessary complexity, Zetadocs Expenses makes everyone’s tasks simpler and reduces time-consuming steps. 

Many users appreciate how intuitive Zetadocs Expenses is, with one remarking: "It doesn't take much time, and I like how it works at the click of a button". This streamlined approach simplifies tasks like capturing receipts, submitting claims and approving expenses. The efficient flow ensures finance teams spend less time managing expenses and more time on other priorities. 

The straightforward nature of the process is a recurring theme in user feedback, with comments such as: "The flow is easy when it comes to processing expenses", further emphasizing how Zetadocs Expenses provides a seamless experience from start to finish.

Automation 

Zetadocs Expenses offers automation to simplify expense management and remove repetitive manual tasks. 

Processes such as capturing receipt data and approvals of expense reports are handled with minimal effort. This saves significant time and reduces the likelihood of errors. One user shared: "I’m happy that it doesn’t require much work for approvals to happen and the process is almost automatic". This automation ensures that expense claims move quickly through the process without unnecessary delays, making it easier for teams to stay on top of their workload. 

Users have also noted how Zetadocs Expenses "doesn't require much work" while consistently delivering accurate and efficient results. This approach eliminates many of the pain points associated with traditional methods of expense management and frees up time for higher-value activities. 

The result is a solution that not only handles processes efficiently but also lightens the load for everyone involved by removing unnecessary complexity from their regular activities.

Seamless integration with Business Central

Zetadocs Expenses ensures that managing expenses is not just efficient but also seamlessly integrated into Business Central. By synchronizing directly with Business Central, the solution eliminates the need for manual data entry, reduces errors and saves time. 

This integration simplifies the approval and reimbursement process. Users frequently highlight how well Zetadocs Expenses connects with Business Central, with one noting: "I like the flow of approval process and how it’s integrated into Business Central" and another remarking: "It integrates with Business Central really well". This seamless connection also supports consistent financial records, ensuring data accuracy across systems. 

With this seamless integration, Zetadocs Expenses helps simplify expense management by bridging the gap between expense reporting and financial management, making it easier for finance teams to control spending.

Understanding Zetadocs Expenses

As our customer feedback shows, Zetadocs Expenses makes expense management a breeze for everyone involved:

• Submitters: information from receipts or transactions is extracted using AI to automatically create expenses in the Zetadocs Expenses app. This makes it quick and easy to submit expenses accurately, which in turn can encourage faster reimbursement. Managers receive an email notification when they have expenses to approve, offering the option to approve while on the go.
• Finance team: there is no need to rekey data into Business Central. Expenses are automatically checked for policy compliance and real-time insights are available thanks to the reporting functionality. This helps finance teams to control spend and work faster.
• IT team: Zetadocs Expenses offers a secure, cloud-based solution that is always available and seamlessly integrates with Business Central and other existing systems, including single-sign-on using Microsoft Work & School accounts. This means there is no need to worry about your expense management software.

By offering smart expense capture, control over expense spend and seamless integration with Business Central and other systems, Zetadocs Expenses provides a smarter way of working.

Summary

Zetadocs Expenses redefines the way businesses handle expense management by prioritizing simplicity, automation and seamless integration. 

Our user-friendly solution removes the complexities of traditional methods, allowing teams to process expenses with ease and accuracy. The automation capabilities reduce the workload on everyone involved, ensuring that repetitive tasks like submitting expense reports, approvals and processing expenses in Business Central require minimal effort. 

By integrating directly with Business Central, Zetadocs Expenses ensures a smooth flow of financial data, eliminating the need for duplicate processes and reducing the risk of errors. These features not only save time but also enhance the overall efficiency of financial workflows. 

With a focus on delivering practical solutions, Zetadocs Expenses helps businesses to streamline operations and achieve better control over their expense management processes.

If you’d like to learn more about Zetadocs Expenses, including reading some customer testimonials, click here. Alternatively, click here to arrange a demonstration to see if it could be a good fit for your company.