Zetadocs for Microsoft Dynamics GP is a comprehensive document delivery and management solution. It can help accounts departments improve their efficiency, customer service as well as reduce the costs associated with producing and handling paper documents.
Zetadocs for GP Delivery Essentials is Equisys’s most popular product. It automates the electronic delivery via e-mail or fax of invoices, statements and other financial documents and reports (up to 20 GP reports out of the box). Documents can be delivered singly or in batches with just a few mouse clicks. Simple rules can quickly be set up to deliver documents according to the customer’s preferred choice (e-mail, fax or print) and this choice can vary across different document types. The solution also integrates with Microsoft SharePoint to allow you to archive documents automatically in SharePoint for immediate on-screen retrieval. Documents are also linked together in a transaction so that users can quickly track each stage of the sales or purchase cycle. Searching is effortless with search criteria based on any information contained in the document, even if not already captured in GP. Information contained in sent documents can also be accessed on-screen by non-finance staff or non-GP users without the need to involve the finance team.
The above solution can yield a very rapid ROI (see ROI calculator) if replacing conventional paper-based document delivery, which can be a very time-consuming and costly process - just think of the production, packaging and posting costs you’ll save!
Zetadocs for GP includes the Delivery Essentials component as well as the ability to capture incoming documents (either paper documents, e-mails or faxes) and links these into GP.
The addition of an application such as Zetadocs for GP gives our customers even more reasons for choosing Dynamics GP as their ERP solution.