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Overview
Zeta Optima provides a simple browser-based web interface to use the Zeta corporate tax benefit programs. Employers need to create a new Zeta HR account to gain access to Book & Periodicals card. This module allows employers to manage books & Periodicals reimbursement related administrative operations such as Initiating and managing order, reimbursing using Zeta digital platform.
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HR or admin needs to load currency into the funding account prior to issue the book and periodical card to employees. |
Create a Zeta Business Account
Refer to Create a Zeta Business Account page to create a new account.
Using the Zeta Dashboard
The Optima Books & Periodicals program provides a simple and hassle-free workflow for distributing books & periodicals allowances to employees through Zeta desktop interface. The program eliminates the hassles of collecting and verifying bills and hence, automates the overall reimbursement.
Organizations can choose to provide Books & Periodicals allowances and reimbursements aligned to the Income Tax act. Using Optima, HR, and Admin can create and manage Books & Periodicals card transfer orders with a provision of using custom modules. For example, they may provide to employees an option to upload the bill for reimbursement. Employers can even revoke unused amount of the card and close an employee's account. The Optima dashboard enables employers to perform the following tasks:
- Initiating first Books & Periodical transfer
- Editing Books & Periodicals transfer details
- Tracking Books & Periodicals transfer details
- Downloading Books & Periodicals transfer details
- Books & Periodicals notification
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Ensure to add sufficient funds via NEFT or cheque transfer and add these details in Zeta Optima dashboard to successfully execute Books & Periodicals transfer orders. See Manage Funds for more details. |
Custom Configuration
You may wish to have some custom needs that are not part of built-in product features. Zeta platform is flexible and designed to suit your custom needs.
Some custom configurations that you may wish to have, are listed below:
You can set service configuration like billing parameters or daily/monthly limits as per company guidelines.
You can set the usage parameter of Books and Periodicals card in both cases of offline and online purchase.
You can choose your own look and feel or design of Book and Periodical card as per company branding guidelines.
Email support (support@zeta.in) or call support (022 - 6112 3989) for any custom requirement.
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