Zetadocs - Azzure IT
Azzure IT

Zetadocs

The Zetadocs suite of business process add-ons for Microsoft Dynamics 365 Business Central helps you streamline business processes, freeing you from paper and improving the way your business operates.

Finance departments, customer service, sales and operational teams can work more efficiently on screen, saving time and costs, while offering better service levels to customers, suppliers and staff.

Zetadocs Expenses is an expense management service designed for Microsoft Dynamics 365 Business Central and NAV. It saves teams time by dispensing with spreadsheets and the traditional paper-based processing of business expenses incurred by staff.

Available anytime, anywhere

Web and phone apps to take snapshots of recipients and enter expenses, for managers to sign off expense reports whilst on the go, and for claimants to check for themselves when their expenses are approved.

Fast, accurate reimbursements

Reimburse cash payments to staff quickly and efficiently, sparing them frustrating uncertainty and delays; pay for business mileage in private and company cars according to HMRC or IRS rules.

Better management of corporate credit cards

Reconcile payment card statements with ease by matching and creating expenses from card payments rather than entering every payment manually; it’s faster for your finance team and for cardholders.


The Delivery editions of Zetadocs email batches of documents in PDF format from within Microsoft Dynamics 365 Business Central or NAV using contacts’ email addresses, helping your finance team produce and send documents such as customer invoices and statements.

Email Consolidated Batches

Multiple emails for the same recipient are grouped together for convenience, and emails can be sent from a shared from address so that replies are seen by all the team.

Consistent Personalised Content

Templates ensure all emails have appropriate corporate branding, with terms & conditions and any supporting documents automatically appended.

Further Customisation, Automation

Zetadocs Delivery Plus can be further customised to meet complex business requirements for delivery rules or content, and to schedule bulk-email batches to run as a background task.


The Capture editions of Zetadocs stores emails and scanned documents alongside Microsoft Dynamics 365 Business Central or NAV transactions for instant access from within Business Central or NAV, or directly from an electronic archive. This speeds up handling customer queries and cuts time spent on traditional paper filing.

More Ways to Capture Documents

Drag and drop emails, PDFs and images directly onto records in Business Central or NAV – Snap and upload photos of documents in batches, filing them with links to appropriate financial transactions.

Powerful Search and Retrieval

Documents are filed and indexed automatically and consistently, making searching for them later easier, across your organisation.

Enhanced Secure Storage

The central archive removes inefficiencies from documents being spread across different systems and locations in paper and electronic form – it may be on a SharePoint server, on SharePoint Online (Office 365) or as network folders on your file server.