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Zetadocs

A paperless document and expense management solution for Dynamics NAV that enables your business to move away from paper systems and streamline your business processes. 

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What is Zetadocs?

For many businesses, paper is still crucial in many businesses processes. The problem is that such systems are very difficult to maintain and control as well as being time consuming and expensive to file and retrieve documents relating to financial transactions on paper based systems 

This is where, Zetadocs can help as its software integrates with Microsoft Dynamics NAV to help improve your businesses processes and the way in which your business operates on a day to day basis by taking you away from your paper based system to an online system.

Zetadocs Expenses is a complete, on-the-go solution for travel and expenses management. Zetadocs Capture stores emails and scanned documents alongside NAV transactions for instant access from within NAV or directly from an electronic archive, while Zetadocs Delivery enables you to email batches of documents in PDF format from within NAV, helping your finance team produce and send documents such as customer invoices and statements.

Benefits

  • Improve Customer Service 

    Respond to customer queries in real time leading to stronger relationships & efficiently file financial related documents automatically.

  • Save Time and Costs

    Instantly deliver invoices, statements & reminders via email & remove the storage costs associated with keeping paper based documents.

  • Reduce your Carbon Footprint 

    Provide business documents via email instead of physically mailing documents to your customers & other stakeholders.

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Which financial processes can Zetadocs help to make more efficient?

  • Electronic Invoicing

    Instantly deliver and archive electronic invoices, drastically reducing the cost and time of invoicing.

  • Sales Order Processing

    Reduce costs with email delivery and speed up query resolution by capturing your customers’ purchase orders.

  • Expense Management

    On the go expense capture & seamless integration with your ERP solution means no rekeying travel expenses, saving you time.

  • Supplier Invoice Processing

    Automatically split & file scanned batches of supplier invoices to increase staff productivity & improve handling of payables.

  • Collections Management

    Simplify collections management by presenting the right documents to the right people at the right time, encouraging earlier dialogue which allows faster dispute resolution & payment.

  • Proof of Delivery

    Reliably scan and store batches of signed Proof of Delivery (POD) notes, allowing instant on-screen access that raises staff productivity and improves customer service.

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Make your business processes more efficient

If you’re a business currently using Microsoft Dynamics NAV and want to move your business away from a paper based system, why not get in touch today. 

Call us on 0203 740 4594