• Email any NAV report directly from Dynamics NAV
• Bulk emailing of personalised invoices, statements and reminders
• Automatic addressing of emails, consolidate multiple emails to the same recipient
• Flexible control over adding standard attachments like terms & conditions
• File copies automatically in a choice of electronic archives

• Quickly and easily capture incoming documents, emails and faxes, allowing instant access from a secure, central location
• Reduce the cost of filing, indexing, storing and retrieving information
• Avoid misfiled or lost documents, emails and faxes by securely filing electronically, also providing disaster recovery
• Improve the efficiency of sales, purchasing, and other document approval processes
• Ease compliance to corporate or regulatory guidelines by filing documents electronically
• Reduce your carbon footprint by recycling more paper, and reducing unnecessary printing of emails

Click to watch >> Zetadocs Drag & Drop archiving

• Empower colleagues who don't have NAV by giving them direct access to information
• Improve customer service by allowing more staff to deal with customer queries or disputes, speeding resolution
• Ensure that staff can get access to documents when they need them with multiple people able to access the same files
• Reduce audit times by ensuring that all information is immediately available

• Approve anywhere at anytime - Review purchase invoices alongside all supporting documentation whilst on the go, without requiring direct access to NAV
• Faster purchase approvals - Workflows route documents to the right budget holder instantly, wherever they are geographically, reducing the risk of lost paperwork
• Improved control and visibility - See where each purchase is in the approval process to quickly identify where delays and hold-ups occur and take appropriate action

Click to watch >> Zetadocs approvals webinar

• Capture Essentials
  The 'Essentials' edition of Capture provides off-the-shelf, essential functionality for electronic filing. For more information on the capabilities please take a look at the More Information PDF.

• Deliver Essentials
  The 'Essentials' edition of Deliver provides off-the-shelf, essential functionality for electronic document delivery. For more information on the capabilities please take a look at the More Information PDF.

• Capture and Deliver Plus
  The 'Plus' editions provide the opportunity to customize or fully automate capture and delivery to meet your specific organization or industry requirements. For more information on the Plus editions, please contact us to discuss your requirements.

• Zetadocs Expenses

• Keep tight control of job costs/budgets.
• Analyse jobs by job task (e.g. materials, labour).
• Construction industry KPIs.
• Subcontractor management including payment valuations.
• Contract sales management including valuations.
• Flexible cost value reconciliation functionality.
• Fully integrated system with Dynamics NAV 2009.
• Real time enquiries.
• Full reporting suite.

• Contract sales
  The contract sales module allows full control over your relationship with your customers including applications, certifications, contract sales invoicing, contract sales cash receipts, retention and VAT processing, configurable processing.

• Subcontractor processing
  Total control and visibility over your dealings with your subcontractor partners, including valuations, subcontractor payments, retention and VAT processing, HMRC accredited online verification and monthly return submission.

• Job costing
  The standard NAV 2009 modules are significantly enhanced to suit the planning and reporting needs of the construction and specialist contractor sectors.

• Cost value reconciliation (CVR)
  Fully user-customisable quick and full versions with check-out and check-in to Microsoft Excel. Approval routines for adjustments are available as are reversing journals. Liabilities of individual subcontractors can be adjusted.

• Plant
  The full-feature Dynamic Foundations plant module offers you total control over all aspects of internal and external plant.

• Costed Payroll
  Complete time-sheeting, costing and payroll (with HR capability) suite within NAV 2009, fully integrated to Foundations' job ledgers and the general ledger. Full HMRC accreditation and online processing.