Zetadocs for NAV

Document and expense management for Microsoft Dynamics NAV

Banner

Paper still remains at the heart of many business processes. But paper-based systems are hard to monitor or control, and filing or retrieving paper documents is time consuming and expensive. There is a better way.

Save time and costs

Save time and costs

Switch from paper-based business processes and unstructured emails to secure, easy to use software that is designed for efficiency.

  • Instantly deliver invoices, statements and reminders by email
  • Eliminate printing, handling and mailing of documents and emails
  • Remove storage costs associated with retaining paper documents
Improve service

Improve service

Help finance and customer services teams respond to customers, suppliers and colleagues more quickly by having everything on screen.

  • Address urgent queries in real time, leading to strengthened relationships
  • File related documents automatically to help staff handle queries efficiently
  • Encourage earlier dialogue by emailing copy invoices or other documents
Reduced carbon footprint

Reduced carbon footprint

Care for the environment by reducing your dependence on paper by cutting the amount of paper printed and stored.

  • Deliver business documents using email instead of physical mail
  • Reduce the use of printer consumables and energy in sales processes
  • Capture and store documents electronically in place of filing cabinets

 

 

 

 

 

 

Parallax image

The Zetadocs for NAV suite

The Zetadocs suite of business process add-ons for Microsoft Dynamics NAV helps you streamline business processes, freeing you from paper and improving the way your business operates. Finance departments, customer services, sales and operational teams can work more efficiently on screen, saving time and costs, while offering better service levels to customers, suppliers and staff.

Read about Zetadocs Delivery

Zetadocs Delivery

 
Zetadocs Express is available at no additional cost to NAV customers on a Dynamics service plan.

Email any NAV report from Dynamics NAV

  • Send any report individually
  • Automatic addressing of emails
  • Personalized email subject
  • File copies automatically in a choice of electronic archives

More details about Zetadocs Express here or tap the Delivery Essentials tab to read about delivery in batches

 
Zetadocs Express features, plus...

Configurable personalized batches

  • Bulk emailing of personalized invoices, statements and reminders
  • Consolidate multiple emails to same recipient
  • Flexible control over adding standard attachments like terms & conditions
  • Flexible delivery rules to set the From email address, add additional recipients and change default delivery method
  • More about about Zetadocs Delivery

Tap the Delivery Plus tab to read about automating the distribution of documents from Microsoft Dynamics NAV

 
Zetadocs Express and Delivery Essentials features, plus...

Fully customizable automated batches

  • Override the entire delivery logic and rules with code
  • Schedule emailing of statements and reminders automatically using NAV Job Queues
  • Programmatic control over attachments, for example to attach copy invoices to reminders
  • Set additional archived metadata
  • More about about Zetadocs Delivery

Read about Zetadocs Capture

Zetadocs Capture

 
Zetadocs Express is available at no additional cost to NAV customers on a Dynamics service plan.

Drag and drop archiving

  • File documents and emails against any NAV record
  • Sets standard metadata such as the record no. for filtering document lists in SharePoint
  • Drag and drop in the NAV Windows Client (RTC) and NAV Web client
  • Touch and choose to attach files with any NAV client – Windows or NAV HTML clients (incl. Web, Tablet, Phone clients and Universal App)

More details about Zetadocs Express here or tap the Capture Essentials tab to read about handling batches of scanned and emailed documents

 
Zetadocs Express features, plus...

Batch capture scanning

  • Batch processing of scanned documents to NAV Sales and Purchase records
  • Configure additional SharePoint archive metadata
  • Find files and emails attached to other NAV records from any NAV record
  • Check files in and out of multi-user document queues
  • More about about Zetadocs Capture

Tap the Capture Plus tab to read about automating the filing of received documents, linking each to Microsoft Dynamics NAV

 
Zetadocs Express and Capture Essentials features, plus...

Automated filing using barcodes

  • Customizable document queues for automated filing to any existing NAV record
  • Unattended automation as a background task on the NAV server
  • Full customizable control to set additional SharePoint archive metadata
  • Archive searchable PDF/A files in SharePoint
  • More about about Zetadocs Capture

Read about Zetadocs Approvals

Zetadocs Approvals

 
Purchase order and invoice authorization

  • Approve NAV purchase records from any browser
  • Delegate blocked approvals
  • Flexible rules for automated routing
  • Add almost any NAV field as custom data
  • Automated reminders of overdue approvals
  • More about about Zetadocs Approvals

Read about Zetadocs Expenses

Zetadocs Expenses

 
Capture, submit and approve travel and business expenses for reimbursement

  • On the go capture of expenses, sync when back online
  • Upstream policy checking ahead of claim submission
  • Multi-stage approval with automated reminders
  • Seamless NAV integration for reimbursement
  • Find out more

Zetadocs saves time, cuts costs and improves service levels

Find out how from our sales team or discover our solutions.

Drop us a line Our solutions



Recent news

This article describes the new features and other improvements in the February 2017 release of the Zetadocs Expenses service. Zetadocs Expenses ...

Many businesses continue to rely on ineffective and expensive paper processes when it comes to managing and storing documents. But in the 21st century, it does not need to be like this. Solutions ...