Zetadocs Solutions
From business and travel expenses to inbound supplier invoices, Zetadocs for Microsoft Dynamics NAV makes automating and streamlining common business paper-based processes easy.
Expense Management (coming soon)
Our new expenses management service will help finance teams save time by automating the processing of business expenses incurred by staff. It will provide centralized control over the approval and reimbursement of expenses, ensuring costs are kept to budget and company policies are enforced. It will give insight into how expenses are incurred and will help companies reduce costs and ensure full recovery of tax.
Collections Management
Dispute resolutions and cash flow issues are common in commerce and searching for the right documents for the right people can be very time consuming. Automating these processes with Zetadocs for NAV can help you to reduce your number of debtor days by encouraging earlier dialogue with customers, which removes barriers to payment, and eliminating manual searches for documents in filing cabinets or with other colleagues. In the end, this can save your business a small fortune every year.
Supplier Invoice Processing
File supplier invoices electronically with speed and accuracy, ready for approval. Zetadocs helps protect your supplier relationships by capturing and automatically filing your received invoices, ensuring they are never mislaid again. Using an innovative barcode sticker system, Zetadocs allows batches of incoming invoices to be scanned, split and linked against their appropriate transactions in Microsoft Dynamics NAV – cutting paper usage and the need for physical paper files.
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Payables Approval
Using a paper-based process for approving purchase documents can result in slower approvals, with little visibility or control. Misplaced documents can result in early payment discounts being missed or overdue payment charges being incurred. Zetadocs Payables Approval puts the whole approval process on screen and under your control. Buyers and budget holders are able to view and approve purchase invoices, purchase orders and purchase quotes whether they are in the office or away from it.
Electronic Invoicing
Reduce the cost and administrative headache of invoicing. From directly within NAV, Zetadocs allows invoices to be automatically personalized, scheduled and produced before being delivered electronically in batches. Once sent, invoices are automatically indexed and archived alongside other documentation relating to the client or transaction – ensuring finance teams run more efficiently.
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Proof of Delivery Tracking
Verifying successful goods deliveries can be fraught with difficulty. Signed paperwork may not always be filed correctly, and staff time spent resolving queries is both costly and inefficient. Zetadocs produces barcoded delivery confirmations that, once signed by the recipient, can be batch scanned and filed into NAV alongside other corresponding documentation. PDF/A archiving to SharePoint or network folders then ensures that documents are easily retrievable - reducing resolution times and improving customer service.