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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, managing, editing, tracking, reimbursing using Zeta digital platform.

HR 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 transfer details
  • Tracking transfer details
  • Downloading transfer details
  • Using notification

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

Employers can avail some customized feature that are not part of built-in product features. Zeta platform is flexible and designed to suit organization's custom needs such as service configuration parameters for bills, option for direct payment to vendors in case of Car Hire, and so on. Email support (support@zeta.in)  or call support (022 - 6112 3989) for any custom requirement.


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