qcard zetadocs for dynamics nav 2016

Expenses Management with NAV 2016

We answer your Expenses questions

Ian NicksonZetadocs Team Lead

Nick BradleySenior NAV solution consultant

o Top UK Microsoft partner & Presidents Club 2016

o Over 650 years of combined Dynamics experience

o Over 680 Dynamics implementations globally

o Leading provider of expense management solutions

o Certified for Microsoft Dynamics NAV (CfMD)

o Over 900 Dynamics NAV customers worldwide

Designed by people like you

o Leadership in document management for NAV

o over 900 implementations on NAV

o Available in 17 countries and 7 languages

o Certified for Microsoft Dynamics NAV

o Committed to working through partners

† Source TechNavio’s “Global SaaS-based Expense Management Market 2014-2018”

Why move from a manual process?

o A recent survey† of 200 financial professionals found

o Biggest challenge in expense management is enforcing

corporate travel policies

o 42% reported manual data entry and inefficient processes as

key time consuming factors

o 50% use paper, email and fax to submit expense claims.

Why manage staff expenses?

o 10 - 12% of average company’s total budget*

o Almost 4 million UK employees claim regularlyo 36 claims p.a. each, receiving over £2,000 each

o Paper or spread sheet system is expensiveo Can be 3x cost to process

* Source: Aberdeen Group’s “T&E Expense Management” March 2014

Zetadocs Expenses

Faster finance

o Expenses can be submitted from any device at any time

o Photo receipts and automatic reminders ensure nothing gets lost or forgotten

Reduce expenditure

o Costs are kept to budget as company policies per spending type can be enforced

o Separation of sales tax improves value added tax (VAT) recovery on expenses

Complete control

o Apply company spending policies to limit expenditure

o A role-based approach helps delineate workflow, understand bottlenecks, speed up processing

Seamless integration

o Genuine integration with Dynamics NAV means the end of rekeying, saving valuable time

o Smoothly reimburse expenses

1. Capture

oAndroid and Apple (iOS)

oPhotograph receipts

oEnforce policies

2. Submit

oGather expenses quickly

oPhones, iPads, Tablets, PC

oTrack the approval

3. Approve

oEmail notification

oExpense limits

oMultiple approvers

4. Reimburse

oAutomatic export to NAVoUses your cost codesoReclaiming VAT

o Ian (Salesperson) adds an expense on his phoneo Creates and submits an expense report for approval by

Nick

oNick (Sales Manager) is alerted by emailo Logs on using his tablet, verifies the expenses and

receipts, approves the claim

oApril (Finance) is alerted by emailo Checks and verifies the expenseo Approves the claim to create an unposted invoice in

NAV

Demo

Zetadocs ExpensesoAvailability

oUK and W1 NAV databasesoUS coming soon

oFor mid-market companieso25-250 users

oSold throughoAccredited NAV partners

oNAV CompatibilityoNAV 2013 (7.00)oNAV 2015 (8.00)oNAV 2016 (9.00)

oDevicesoAndroid phones & tabletso iPhones & iPads

oWeb browsers

Coming Soon

Company credit cards

Import of company credit card statements so that card holders can match their expenses against card transactions before exporting to NAV

NAV in the cloud, NAV on premises

We are extending our integration support to include NAV 2009 R2 and then Microsoft Dynamics 365 Business Edition (Financials)

Company cars and business mileage

Better support for company paid fuel and fuel cards, helping reclaim VAT on fuel to make it easier for your finance team at period end

Pricing

oZetadocs Expenses service

o£5 - £10 pupm (minimum 5 users)oExample 50 users £3,540 p.a. (£5.90 pupm)oA subscription service

oConnector for NAV (Zetadocs Capture)

o Import expenses into NAV purchase ledgeroG/L codes, dimensions, etc are captured for

expensesoAccess expense receipts directly from NAV

Summary : Zetadocs Expenses

Faster finance

o Expenses can be submitted from any device at any time

o Photo receipts and automatic reminders ensure nothing gets lost or forgotten

Reduce expenditure

o Costs are kept to budget as company policies per spending type can be enforced

o Separation of sales tax improves value added tax (VAT) recovery on expenses

Complete control

o Apply company spending policies to limit expenditure

o A role-based approach helps delineate workflow, understand bottlenecks, speed up processing

Seamless integration

o Genuine integration with Dynamics NAV means the end of rekeying, saving valuable time

o Smoothly reimburse expenses

thank you

For a free consultation contact us

+44 (0)20 7451 1200

info@quantiq.com

QuantiQ Technology

@QuantiQTech