Dynamics Zetadocs

Document and Expense Management

for Dynamics Business Central and Dynamics NAV

Out of pocket expenses made simple

Reimburse your staff promptly for cash expenses, with mobile capture and approval of expenses that abide by company policy, and are correctly coded for Microsoft Dynamics.

Company credit cards at speed

Reconcile corporate credit card accounts in minutes: card receipts and payments are quickly matched up to recover VAT easily and spare you rekeying card payments.

Business mileage is a breeze

Manage fuel payments and business mileage for your company vehicles and employees’ private cars, ensuring IRS or HRMC compliance, with full reclaim of VAT of fuel.

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 Express

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

Delivery Essentials

Zetadocs Express features, plus…

Configurable personalised 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

Delivery Plus

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 Express

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)

Capture Essentials

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

Capture Plus

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 customisable control to set additional SharePoint archive metadata
  • Archive searchable PDF/A files in SharePoint

Purchase order and invoice authorisation

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 overdue approvals

Capture, submit and approve travel and business expenses for reimbursement

On the go capture of expenses, sync when back online

Upstream policy checking ahead of claim submission

Multi-stage approval with automated reminders

Seamless Business Central and NAV integration for reimbursement and credit card reconciliation