Ask us anything webinar: Zetadocs Expenses

In this webinar, our panel of product and support experts answer questions sent by Zetadocs Expenses customers. The session covered expense management, with a wide variety of questions asked live by customers. ⭐ What you’ll learn: Answers to questions that you may have too Answers to questions you didn't even realize you had! 🔍 Ideal for: Zetadocs Expenses customers Business Central customers who are considering Zetadocs Expenses as an expense management solution 📌 Learn more about Zetadocs Expenses: Website: https://www.equisys.com/Products/Zeta... Marketplace: https://marketplace.microsoft.com/en-... .......... 0:49 Intros 1:35 Format of webinar 3:05 Is it possible to approve reports on behalf of someone else? 4:39 How do I view an expense report once it has been approved? 5:48 We currently have about 75 Zetadocs users for corporate Visa cards. We may need to add approximately 125 employees who would only submit occasional reimbursement claims. What would it cost to add these employees? Is there a lower-cost licence for occasional users, and are there any additional setup, training, or support fees? 8:01 Can the same employee submit both Visa transactions and personal reimbursement claims? If so, how does the system tell them apart? 9:42 Employees are currently set up as vendors in Business Central. Finance enters an invoice under the employee’s vendor account and then pays the employee through EFT. After a reimbursement is approved in Zetadocs, can it automatically create the invoice in Business Central? If not, what would Finance still need to enter manually? 11:53 Reimbursement claims need to include the correct GL account, department, GST, and manager approval. Can we use our existing accounting and approval settings? 14:04 Can Zetadocs prevent duplicate claims and employees approving their own expenses? 17:27 How do I add new users? 18:28 How do we add an additional or other approver if the normal approver is away? 19:53 Can the currency exchange rates be updated automatically? 21:46 How do I change the mileage rates we pay? 23:10 We need to produce audit reports on employee expenses. What reporting options are available? 24:12 How do I set up a user so they can see the reporting data? 25:40 What new features are coming soon? 27:48 What updates have been made to Zetadocs Expenses recently? 28:56 How do I delete individual expenses and expense reports? 30:56 Other learning resources 31:40 Customer success manager details ..........