Optima Books and Periodicals Card

Optima Book & Periodicals provides a simple web-based user interface to use the Zeta corporate tax benefit programs. You need to create a new Zeta HR account to gain access to Book & Periodicals card. This module allows you to manage books & Periodicals reimbursement related administrative operations such as initiating and managing order and reimbursing using Zeta digital platform.

1. Provides web interface for HR professionals and mobile app interfaces for employees which are available in android, iOS and windows versions.
2. Enables HR to create and manage books & periodicals card orders with a provision of using custom configurations.
3. Enables employers to revoke unused amount of the card.
4. Enables employees to upload bills for reimbursements.
5. Enables employees to view and analyse every transaction data and invoices. 

1. Streamlines the overall reimbursement process digitally.
2. Provides a flexible option for customisation.
3. Provides provision for digitally verified and signed bills for approval.
4. Provides an effortless way of managing employees' accounts digitally.
5. Mitigates human errors.
6. Eliminates logistic cost.

You can signup with Optima through our website  Create Zeta Account. Alternatively, you can reach out to us at  022 61123989 or write to us at  support@zeta.in and Zeta will get back to you.

1. Add funds
2. Schedule a date for payout of grants
3. Access reports and statements

Upload a .csv, .xls or .xlsx file containing employee details like name, email id and phone number (a sample form can be found on the dashboard itself). Finally, select a date for the payout and the grants will be distributed automatically.

Optima Book & Periodicals Card will be sent to your employees automatically on the scheduled date in one go .

No. You can add any number of beneficiaries.

Yes, using Optima dashboard, you can easily revoke an order that you have sent out by mistake. However, if the user has already used the credits, you’ll have to settle this internally. Unused credits can always be revoked. Refer to, Edit Books & Periodicals program to see how to cancel a fund transfer.

• Login to your Zeta Optima account.
• Choose Report center under Corporate tools.
• Click on Beneficiary spends summary report link.

Yes. Optima Books & Periodicals Card is 100% compliant with Information Technology Act and to know more, refer to  Where does Zeta stand?

Optima Books & Periodicals Card is valid for 3 years. It can be customised as per your organisation's policy.

Optima uses specially-developed software that can read text. It is far more capable than the human eye at recognising characters.

Optima Books & Periodicals credits will be sent to your employees automatically on the scheduled date in one go  every month through our user-friendly digital dashboard. Ensure that you set up the Books & Periodicals program and have sufficient funds in you account:

• set up a new program 
  
• sufficient funds in account
  

If you've configured multiple legal companies under your organisation, make sure  that you choose the company of your choice. For more detailed explanation, refer to Initiating transfer for Books & Periodicals Card.

You need to upload employee details like name and email ids/phone numbers and select a particular date to send grants. Just ensure, there are enough funds in your Optima account for all the payments to go through. You can easily add funds to your account by NEFT or cheque transfers.  See Manage Funds  for more details.

Zeta offers the unique advantage of a 100% customisation of our solutions as per the requirements of your company. We can tailor our Optima Books & Periodicals program as per your company requirements. You just need to reach out to your account manager and let them know about the customisation you need.

While an ex-employee can use the grants that have been credited to him or her, it is still possible for you to revoke any unused credits.

Any unclaimed amount in Optima Books & Periodicals Card in a fiscal year would be treated as a taxable component. In this case, you receive the amount after the tax deduction.

Yes. The Optima corporate dashboard gives you access to reports such as:

1. Order history
2. Employee-wise statements
3. Consolidated statements
4. Analytics