Using configurable metadata with Zetadocs Delivery Essentials Using configurable metadata with Zetadocs Delivery Essentials Anonym / Wednesday, March 25, 2015 When sending a report with Zetadocs for NAV such as an Order Confirmation, Invoice, Shipment etc. Zetadocs can apply a template to the outbound report. The Zetadocs Template can contain stationery (Overlays, Company Logos, Addressing information etc), attachments (Terms and Conditions of Sales, Bank Details etc.) as well a dynamic HTML email message. Customers often want to customize the HTML email message to include other pieces of metadata. In the example below I will add the Shipment ... Read more
Less paper or paperless? Blog author (HK) / Tuesday, March 24, 2015 This is a guest posting provided by Abecon, a Zetadocs partner. The original posting can be read here. I barely use any paper at home. I make notes on my phone or tablet. What amazes me is that companies still keep and use documents in paper form. What's the value of it? Since January 2002, as far as accounting is concerned, it is no longer obligatory to keep and provide data on paper. And additionally, digital format provides a reduction in costs, time and environmental hazards. ... Read more
My top Zetadocs for NAV features My top Zetadocs for NAV features Greg Cole / Wednesday, March 18, 2015 Working with the Microsoft Dynamics NAV channel, I regularly discuss product requirements with both our Zetadocs partners and customers. I’d like to share with you some of the most common features I see customers using on a day to day basis which you may not know about. I’ve highlighted three key features below which our customers love. Read more
Making better decisions Greg Cole / Thursday, March 12, 2015 Microsoft Excel is still the default choice for many Professional services organisations when it comes to planning staff resourcing, owing to its ease of use and flexibility as a business tool. However many PSO’s we’ve spoken to find that Excel quickly becomes unwieldy when used to manage multiple projects that involve lots of staff, and especially when trying to calculate the impact on a projects profitability without the benefit of real-time staff availability. Early warning ... Read more
Step 1: Improving utilization by setting measurable targets Step 1: Improving utilization by setting measurable targets Blog author (HK) / Monday, March 9, 2015 In our previous blog, Seven steps to achieving optimal fee earner utilization, we introduced you to our 7 steps to improve fee earner utilization. This blog is going to take you through the first step in more detail. Setting measurable utilization targets across your PSO for all project resources is challenging for even the most system-rich organizations, but targets are key as a marker for your business to focus on and move towards. After assessing your current utilization rate based on ... Read more