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Expense Reporting

The Equisys (Zetadocs) web-based service allows team members to record and document their expenses. With workflow and complete integration within Dynamics 365 BC tegossuite (formerly ENWIS).

 

 

CRM

Financial Analysis for tegossuite NA

Installation Instructions

Our Financial Power BI Reports available are:

  1. Balance Sheet
  2. Income Statement
  3. Cash Flow
  4. Retained Earnings
Balance-Sheet
Income-Stmt
Cash-Flow
Retained-Earnings

Profit & Loss Analysis for tegossuite NA

Our Profit & Loss Power BI Reports available are:

  1. Profitability by Route Report
  2. Profitability by Line of Business and Contract Report
  3. Profitability by Customer Report
  4. Profitability by Location Task Site Report
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Video Library

The ZetaDocs web-based service allows team members to record and document their expenses. With workflow and complete integration within Dynamics 365 BC tegossuite (formerly ENWIS).