Automize Invoice Generation and Business Planning
These are simply a few examples for ZIPPYDOC use cases:
Complex Budget Management
You want to keep item- or pricelists accurate and up to date across suppliers and different business units? But don’t loose you flexibility to simply adjust data in Excel? ZIPPYDOC adds the functionality to privately share Excel based tables or table segments with others or even make them public.
You want to get notified if an external item- or pricelist has changed? Just send yourself an automated e-mail or setup any other follow-up process by setting the schedule to “On Table Change”.
You need to print a series-pdf based on data in your database or in your Excel-Sheets. ZIPPYDOC seamlessly connects your tables to PDFrePRO, a powerful tool to create your customized PDFs.
Complex Budget Management
ZIPPYDOC for Excel allows you to create a powerful budget management system that ensures all your expenditure against target is visible, approved and transparent.
Managers can utilise a centralised spreadsheet, using ZIPPYDOC, to create budget spreadsheets, that teams – internal & third party – can access from anywhere. Cell-level controls allow change control and visibility of expenditure, while automated process can drive management approvals and PO creation at the click of a button. Automated reporting capabilities drive accurate and efficient reporting at the click of a button.
Financial managers can automate their financial consolidation processes by using Excel spreadsheets and the ZIPPYDOC Add-in to capture results from multiple sources and systems, in multiple formats.
You can automatically configure these reports to provide comprehensive analysis every month or every quarter. Automated workflow processes support audit review and management approval, while assuring data integrity, control and transparency.
Finance teams can create travel and expense spreadsheets that staff can use to manage their travel and work expenses efficiently, transparently, and quickly.
Using Excel spreadsheets and ZIPPYDOC, staff can record expenditure, by client, by business unit, and by expense category, ready to submit automatically to their manager for approval and processing by the finance team. Visibility controls and change controls can easily be updated to ensure that the right people see the right information at the right time.
You don’t have time? Analysis24 is offering Controlling on demand. Analysis24 is a service of ZIPPYDOC GmbH. We support you to achieve your results quickly and enable you to do it yourself with the ZIPPYDOC platform.