Are you printing invoices, then folding them, putting them in envelopes and mailing them? If so, Zetadocs for GP can help your finance staff work more efficiently, as well as reducing costs and increasing customer service. Zetadocs for GP provides secure electronic document delivery that virtually eliminates the costs associated with posting documents, meaning you could save at least one man day per week, compared to manual production and delivery of invoices. Zetadocs integrate seamlessly with Microsoft Dynamics GP to automate the production and delivery of whole batches of invoices by email and fax. Potentially thousands of invoices can be sent instantly in a secure and professional manner, and your customers receive them when and how they want.

Zetadocs for GP can also help you manage incoming emails, faxes and documents that relate to a particular transaction in GP.  Documents can be captures via a document queue, which automatically archives the document in SharePoint and creates links in SharePoint and GP.  With all information centrally stored, GP and non-GP users can retrieve all associated information relating to a transaction, meaning that customer queries or disputes can be quickly and efficiently handled.

Download our datasheet for more information on electronic invoicing.

Effective collections management processes are critical to business success. However, a reliance on paper to manage these processes can be a costly and time-consuming process. Zetadocs for GP allows you to automate the collections process via email and/or fax, allowing your finance team to become much more efficient, and improving the way you manage cash flow. Zetadocs for GP enables you to send, receive, capture, store and retrieve financial documents throughout the collections process with just a few clicks of a mouse and without the expense of printing documents.

Zetadocs for GP also allows you to quickly and easily capture incoming documentation that relates to a particular GP transaction. Using the document queue, documents can be automatically archived in SharePoint, with relevant links created for retrieval within GP or SharePoint. This means that GP and non-GP users can then retrieve the information to handle customer queries.

Download our datasheet on collections management for more information.

Managing complex relationships with your suppliers and maintaining control over ordering and supplier payment is vital to the success of your business. If you process your orders quickly, and arrange payment efficiently and correctly every time, you will develop rewarding relationships with your suppliers, and hopefully obtain and secure preferential rates. Zetadocs for GP enables you to send, receive, capture, store, retrieve, and share documents throughout the purchase order process with just a few clicks of a mouse and without the expense of printing documents. This helps you keep your accounts up to date, allowing you to stay on top of orders and invoice payments.

Other information that relates to the purchasing process can also be quickly and efficiently captured and archived in SharePoint with direct links to the transaction in GP.  For example, a delivery will contain a packing note which details the goods and quantities that have been included in the package.  This can be signed to confirm the quantities received, scanned and then captured for retrieval against the transaction in GP.  The document is automatically archived, allowing it to be retrieved and viewed on-screen as part of the purchase approval process.

For more information, download our datasheet on purchasing automation.

Efficient processing and management of sales orders is vital to your customer relations and business growth. Sales orders can arrive via fax, post or email, and processing them can be a costly, manual and time-consuming process. If you process your orders quickly, efficiently, and correctly every time, you will not only generate revenue more quickly, you will also promote better customer satisfaction, which leads to repeat business.

Zetadocs for GP allows you to quickly and easily capture sales orders however as they arrive via the sales document queue, automatically indexing and archive them for on-screen retrieval.  Order updates received can also be captured along with any other information received via email, fax or paper document, ensuring that all information is held in a secure, central location, allowing quick and easy retrieval by GP and non-GP users whenever it is required.

As carbon footprint reduction becomes more important to organizations and customers alike, limiting the use of paper within your organization can help you achieve sustainability targets.  Delivering finance documents via email can drastically reduce the amount of paper that your organization sends, as well as reducing consumables and energy used in printing and franking mail.  By electronically filing documents, you can also limit the printing of emails or faxes, and increase the amount of paper that your organization recycles.

It's important that you keep an up-to-date and accurate record of business transactions to adhere to compliance and regulatory requirements. However, if your company handles lots of paper and relies on manual document storage and retrieval, it's likely that your processes are prone to human error. Additionally, when it comes to your annual audit, you'll discover that it's not as easy to provide evidence as perhaps you'd like. It's common that employees go to retrieve documents from the filing cabinet only to find the required document has been incorrectly filed, lost or removed by someone else. Zetadocs for GP enables you to store and retrieve copies of inbound and outbound documents on screen, whether they were originally on paper, fax or email. This can help reduce the incidence of problems such as mis-filing or lost documents and provide secure mechanism for meeting your regulatory commitments.