Document management

for Microsoft Dynamics 365 Business Central

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Document management for Business Central

The Zetadocs suite of add-ons for Microsoft Dynamics 365 Business Central 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.

Zetadocs Delivery

Read about Zetadocs Delivery

 
Zetadocs Express is available at no additional cost for up to four Business Central users

Email reports directly from Business Central

  • Send Sales & Purchases reports individually
  • Automatic addressing of emails
  • Personalized email subject
  • File copies automatically in Office 365's SharePoint Online
  • More about Zetadocs Express

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 Zetadocs Delivery

Tap the Delivery Plus tab to read about automating the distribution of documents from Business Central

 

 
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 Job Queues
  • Programmatic control over attachments, for example to attach copy invoices to reminders
  • Set additional archived metadata
  • Zetadocs Delivery is available in AppSource

More about Zetadocs Delivery

 
Zetadocs Capture

Read about Zetadocs Capture

 
Zetadocs Express is available at no additional cost for up to four Business Central users

Drag and drop archiving

  • File documents and emails against Sales and Purchases records in Business Central
  • Sets standard metadata such as the record no. for filtering document lists in SharePoint Online
  • Drag and drop in the Web client
  • Touch and choose to attach files on tablets and phones
  • More about Zetadocs Express

Tap the Capture Essentials tab to read about handling batches of scanned and emailed documents

 

 
Zetadocs Express features, plus...

Configurable secure archiving

  • Configurable folder structure for your archive, organized by date, customer and document type
  • Option for additional SharePoint archive metadata to satisfy your business needs
  • Secure access to archived documents using Office 365's SharePoint Online authentication
  • Find files and emails attached to other records from any Business Central record
  • More about Zetadocs Capture

Tap the Capture Plus tab to read about automating the filing of received documents, linking each to Business Central

 

 
Zetadocs Express and Capture Essentials features, plus...

Automated filing using barcodes

  • Customizable document queues for automated filing to any existing Business Central record
  • Unattended automation as a background task on Business Central
  • Full customizable control to set additional SharePoint archive metadata
  • Archive searchable PDF/A files in SharePoint
  • Zetadocs Capture is available in AppSource

More about Zetadocs Capture

 

How can Zetadocs help your business?

Book a personal, online demonstration with one of our consultants to see how Zetadocs Delivery can help your company.

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We also have an add-on for Business Central that helps you manage travel and entertainment expenses:

 
The Express edition of Zetadocs Expenses is available at no software cost to Business Central online customers for up to 25 users.

Fast, reimbursable expenses

  • Submit and approve expenses on your mobile or on your desktop
  • Reimburse employees promptly for business mileage in their own cars
  • Sales tax and VAT is recorded for tax compliance and recovery to bring tangible savings
  • Total visibility of submitted expense reports for finance teams
  • Export expense reports seamlessly to Business Central online, with no rekeying required
  • More about Zetadocs Expenses Express

Tap the Expenses Essentials tab to read about adding more automation, control and insight

 

 
Zetadocs Expenses Express features, plus...

Automation, control and insight

  • Multi company support for employees working across business units
  • Control spending with policy enforcement and setting business rules
  • Reconcile company credit cards without the need to rekey transactions into Business Central
  • Manage company cars, easily reimbursing for business mileage or recharging private mileage
  • Reporting insights help you control spend and improve budgeting
  • More about Zetadocs Expenses

Tap the Expenses Plus tab to read about customization

 

 
Zetadocs Expenses Express and Essentials features, plus…

Export customization

Apply additional business logic that records each approved expense in Business Central in whatever way you need:

  • Set the Due Date to the submission date of the expense report
  • Update the preconfigured Expense type export code (G/L account)
  • Replace the preconfigured export description on Purchase Invoice line or header
  • Set the Journal Comment to the expense notes entered by the submitter
  • Post the exported record after export completes successfully
  • Zetadocs Expenses is available in AppSource

More about Zetadocs Expenses

 

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

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Recent news

Following the most recent software update, as posted about here , we are pleased to say that all three editions of Zetadocs Expenses (Express, Essentials and Plus) are now available to be used with ...

The use of corporate credit cards is an easy and convenient way to incur business expenses – for both employees and finance teams. Employees working remotely and incurring a larger number of ...