On the go expense capture and seamless integration with Business Central and Dynamics NAV: Zetadocs Expenses for a smarter way of working.
Web and phone apps to take snapshots of receipts and enter expenses, for managers to sign off expense reports whilst on the go, and for claimants to check for themselves when their expenses are approved.
No rekeying required as approved expenses are recorded directly in Microsoft Dynamics as purchase invoices or journals, with vendor, GL, dimension and tax codes already set – so the expenses are ready to reimburse or book to jobs.
Reimburse cash payments to staff quickly and efficiently, sparing them frustrating uncertainty and delays; pay for business mileage in private and company cars according to HMRC or IRS rules.
Reconcile payment card statements with ease by matching and creating expenses from card payments rather than entering every payment manually; it's faster for your finance team and for cardholders.
Set policies for reasonable travel expenses, ensure VAT is fully reclaimed and simplify audits with immediate access to digital receipts and every expense detail.
Rapid to implement with no changes to standard Business Central or NAV objects, no firewall changes, and regular automatic updates without requiring ERP upgrades.
Secure access to a scalable cloud service in the Microsoft Cloud that’s designed for reliability and compliance with GDPR and other privacy obligations.
Our support teams in the UK & US can explain how Zetadocs Expenses will handle your business processes, and provide advice on how best to move on from spread sheets for expenses.
Created to meet the needs of companies just like yours, Zetadocs Expenses is
simple to use and instantly accessible via our mobile app or the web.
Read more detail in our datasheet
No matter where you are, accessing Zetadocs Expenses is easy. Use our mobile app or any browser, on any device.
Expense reports are completely paperless, simply snap a photo of your receipt.
Collect together in moments your expenses for reimbursement and those charged to your corporate credit card, and submit as an expense report for approval. It couldn't be more straightforward.
Use a phone, tablet or PC – there's nothing to set up and no server to manage.
Zetadocs Expenses checks expense limits so you don't have to. Managers are notified automatically to approve expense reports.
The finance team makes a final check before approved expenses get transferred to the financial system.
Integrating seamlessly with Business Central and Dynamics NAV, Zetadocs Expenses ensures that expenditure is recorded using the expense categories and cost codes used in your business.
Checked expense reports and reconciled credit card statements are exported automatically to Business Central or NAV, saving time rekeying and giving staff visibility of the process to get expenses reimbursed.
We're experts in providing add-ons for Microsoft Dynamics 365, so you can be assured that Zetadocs Expenses will work appropriately for your needs. It's seamless integration:
Zetadocs Expenses is simple and yet suitably flexible for a company that uses Microsoft Dynamics. Expenses are quick and easy to enter and approve, with users training themselves and your finance team spared from needing an expenses system expert. Contact your partner to learn more.
*Feature coming soon
†Dynamics NAV only at present
Book a personal demo or watch the video.
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