Microsoft Great Plains Edition
Zetadocs for Accounting is software that
works with your Great Plains accounts system. It gives users the ability
to deliver statements, invoices, purchase orders and other financial
documents instantly by email and fax from their PCs. Zetadocs archives
documents so they can be retrieved promptly, helping you quickly respond
to queries.
Zetadocs is set up and working within
minutes, without the need to change any system configurations in Great
Plains.
How Zetadocs works with Microsoft
Great Plains:
1. Select your
documents
Select the Great Plains documents you
want to send. Zetadocs for Accounting automatically converts them to PDF
format and places them in the Zetadocs Outbox. The software intelligently
recognizes the document type, e.g. statement, invoice etc. and merges the
financial information into a preformatted, customized template.
2. Choose a delivery
method
Choose how to deliver the document. The
recipient's address details are automatically extracted from the Microsoft
Great Plains database. Set Zetadocs to send your documents as a batch or
individually. Zetadocs does the rest, saving accounts staff time and
effort.
3. Archive
automatically
Zetadocs sends your documents by fax or
email, and can print a paper copy, if required. Files are archived and can
be retrieved quickly and simply on screen using a range of criteria.
Documents like invoices, statements and purchase orders are always at your
fingertips, and can be retrieved in seconds.
Screen shot: Statements sent directly
from Microsoft Great Plains to Zetadocs Outbox
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