zetadocs for nav: the benefits

Zetadocs for NAV:the benefits

equisys.com Zetadocs Document management and delivery software

Automate and streamline processessuch as Supplier Invoice Processing, Payables Approval, Proof of Delivery Tracking and Electronic Invoicing.

• Replace common paper-intensive processes• Improve the way your business operates• Finance departments, customer services and all operational

teams work more efficiently on screen, saving time and costs

All results in better service levels to customers

Zetadocs is unique because it integrates seamlessly with NAV. It is certified for Microsoft Dynamics (CfMD) for Microsoft Dynamics NAV 2015.


Work smarterBy producing, sending, filing, approving and retrieving documents both automatically and electronically, Zetadocs enables finance and operations departments to spend more time on productive, value-added tasks.

• Scan and process supplier invoices on screen• Manage accounts payable processes with approval via

phones, tablets and PCs• Instantly deliver invoices and statements by fax and email• Resolve sales and delivery queries quickly through instant

on-screen access to documents• Eliminate printing, handling and mailing of documents

such as sales invoices• Remove storage costs associated with retaining paper

documents


Respond to your customers fasterZetadocs helps you offer better service levels than are feasible when staff have to search through physical files and archives. The result is a more satisfying and friendly experience for the customer. watch the video

• Address urgent queries in real time, leading to strengthened relationships with both customers and suppliers

• File sales orders, Proof of Delivery confirmations and sales invoices automatically to help staff handle customer queries quickly and efficiently

• Allow customers to help themselves. Provide access to copies of sales and purchase documents via a portal, set in the context of their trading history


Reduce your carbon footprintMinimize use of paper for letters, invoices, statements and envelopes, as well as reducing ‘delivery miles’.

• Limit the use of paper using electronic Proof of Delivery tracking, releasing required paper documents for recycling in place of filing

• Replace paper invoices, statements and remittance advice notes with their electronic equivalents

• Deliver business documents using fax or email instead of physical mail

• Reduce the use of printer cartridges, toner and energy in sales and delivery processes


SecureThrough central archives that can only be accessed by authorized staff, Zetadocs helps improves the security of your finance document records and reports.

Archiving documents is the most popular feature of Zetadocs for our customers and partners as it extends NAV 2015’s new document reporting and emailing functionality with personalized email content and documents attachments.

Documents can be sent in batches and automatically filed to the electronic archive of your choice.


Visibility and controlZetadocs enables accounts teams to manage approval processes on screen, making it not only faster but easier to stay on top of overdue items in need of chasing or reassignment.


Faster auditingZetadocs makes it quick and easy to find not just a single document such as an invoice, but all quotes, purchase orders, delivery documentation and correspondence relating to that invoice too.

This speeds up the search and inspection of any sales or purchase transaction by auditors, helping statutory audits run faster and more smoothly.


Disaster RecoveryZetadocs automatically indexes and archives copies of all documents. The archive itself can be at a remote location and can be readily backed up to a secondary system, providing protection against fire and flood.


Plus editions Customizable with C/AL programming

Essentials editions

Configurable without

programming

Zetadocs ExpressFoundation level

Email NAV reports as PDFs

Drag and drop archiving

DeliveryPDF emailing

Capture

Archiving document

s

Approval Web-based

approval

Batch sending

Batch capture and scanning

Automated attaching of

related documents

Automated filing using barcodes

Purchase order and invoice authorization

Product family


Delivery Essentials edition enables electronic document delivery in batches, 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.

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

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.

Paper still remains at the heart of many business processes, Zetadocs for NAV enables documents to be sent to customers and suppliers, while originals and copies are filed for future retrieval. It is a family of products. There are three family members:


Contact usto hear more about how Zetadocs for NAV can save your organization money

[email protected]+44 207 203 4001

Check out how Zetadocs can save you money with our return on investment calculator

http://www.equisys.com/products/zetadocs_for_nav/calculator_zetadocs_NAV.html











































zetadocs for nav: the benefits

Software

customers zetadocs

zetadocs document management

delivery software

delivery processes

delivery queries

sales invoices

paper invoices

business documents