qcard zetadocs for dynamics nav 2016
TRANSCRIPT
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
QuantiQ Technology
@QuantiQTech
