Document management
Expense management

for Business Central and Dynamics NAV

 Watch video

Document management & expense management

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 suite

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

Zetadocs Delivery

Read about Zetadocs Delivery

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

Email any report from Business Central or NAV

  • Send any report individually
  • Automatic addressing of emails
  • Personalized email subject
  • File copies automatically in a choice of electronic archives
  • 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 or 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 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 to Business Central and NAV customers on a Dynamics service plan.

Drag and drop archiving

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

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

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

 

 
Zetadocs Express and Capture Essentials features, plus...

Automated filing using barcodes

  • Customizable document queues for automated filing to any existing Business Central or NAV record
  • Unattended automation as a background task on the Business Central or NAV server
  • 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

 
Zetadocs Approvals

Read about Zetadocs Approvals

Purchase order and invoice authorization

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

Read about Zetadocs 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

EquisysLogo
 

Recent news

As we write, the lockdown due to the coronavirus is being lifted in the UK, around Europe and in many other countries across the world. Workers are returning to their offices and other work ...

Today’s introduction of a new reduced VAT rate for the UK hospitality sector is no doubt welcome news to many. However, managing temporary and multiple rates of VAT in relation to employee ...