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Zetadocs for NAV product family

The Zetadocs suite of NAV business process add-ons for processing and approving supplier invoices, emailing sales invoices and notifications, capturing proof of delivery, and managing travel and business expenses.

Capture, submit and approve travel and business expenses for reimbursement*
(coming soon)

  • • 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
  • • Read more on the Expenses website

Email any NAV report from Dynamics NAV

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

Configurable personalized batches

  • • Bulk emailing of personalised invoices, statements and reminders
  • • Consolidate multiple emails to same recipient* (coming soon)
  • • Flexible control over adding standard attachments like T&Cs
  • • Flexible delivery rules set FROM email address, add additional recipients and change default delivery method
  • • Read our Delivery datasheet

Fully customizable automated batches

  • • Override the entire delivery logic and rules with code
  • • Schedule emailing of statements and reminders automatically using NAV Job Queues* (coming soon)
  • • Programmatic control over attachments e.g. attach copy invoices to reminders
  • • Set additional archived metadata
  • • Read our Delivery datasheet

Drag and drop archiving

  • • File documents and emails against any NAV record
  • • Sets standard metadata e.g. record no. for filtering document lists in SharePoint
  • • Drag and drop in the NAV Windows Client (RTC)
  • • Touch and choose to attach files with any NAV client (Windows, Web, Tablet and Phone)

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

Automated filing using barcodes

  • • Customisable Document Queues for automated filing to any existing NAV record
  • • Unattended automation using NAV Job Queues
  • • Full customisable control to set additional SharePoint archive metadata
  • • Archive searchable PDF/A files in SharePoint
  • • Read our Proof of Delivery Tracking datasheet and
    our Supplier Invoice Processing datasheet

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 oversue approvals
  • • Read our Payables Approval datasheet

At a foundation level, Zetadocs Express provides essential document management for Microsoft Dynamics NAV users.

The Delivery Essentials edition enables electronic delivery, archive and retrieval of documents and reports from Microsoft Dynamics NAV. Delivery Plus adds the power to fully automate and customize the document production and delivery process. Add-ons support faxing and very high document volumes.

The Capture Essentials edition offers electronic filing of inbound documents, emails and faxes for fast, efficient retrieval from Microsoft Dynamics NAV, SharePoint or network folders. Capture Plus adds features to automate and customize this. Add-ons support OCR and barcode processing.

Our Payables Approval module puts the whole approval process on screen - via mobile, tablets and PCs - so that buyers and budget holders can view and approve purchase invoices whether they are in the office or away from it. As a result, the Accounts Payable team can expect to spend 34% less time processing, filing and paying invoices.

Equisys can provide implementation services for a range of typical solutions. Further customization may require more days to implement with the Zetadocs SDK which is available to our fully trained Advanced Solutions Partners.