Equisys Zetadocs solution

Document Management Zetadocs

Software to help you escape from paper-based processes

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Designed for Microsoft Dynamics 365 Business Central and NAV, Zetadocs can automate and streamline business processes for handling and approving supplier invoices, emailing sales invoices and notifications, capturing proof of delivery and managing travel and business expenses.

Zetadocs
Document Mangement Solutions

sales order processing

Reduce costs with email delivery and speed up query resolution by capturing your customers’ purchase orders. Improve file retrieval and customer service by securely storing order confirmations and invoices in the same electronic archive. Zetadocs is designed specifically for users of Microsoft Dynamics 365 Business Central and NAV.

electronic invoicing

Instantly deliver and archive electronic invoices, drastically reducing the cost and time of invoicing. File all information related to a transaction electronically to speed up query resolution and improve customer service.

Proof of delivery tracking

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. Zetadocs is designed specifically for users of Microsoft Dynamics 365 Business Central and NAV.

Collections management

Reduce the pain of collections management by presenting the right documents to the right people at the right time, encouraging earlier dialogue which allows faster dispute resolution and payment. Zetadocs is designed specifically for users of Microsoft Dynamics 365 Business Central and NAV.

expense management

On the go expense capture and seamless integration with Microsoft Dynamics 365 Business Central and Dynamics NAV means the end of rekeying travel and entertainment expenses, saving you valuable time.

supplier invoice processing

Automatically split and securely file scanned batches of supplier invoices to increase staff productivity and improve handling of payables. Zetadocs gives users of Microsoft Dynamics 365 Business Central and NAV direct and immediate access to suppliers’ invoices.

invoice approval

Transform your financial approvals process with a modern add-on that takes paperwork off the desk and places the entire process on screen.

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Related Resources

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Zetadocs Electronic Document Management

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Microsoft Dynamics 365 Business Central

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Microsoft Dynamics NAV 2018