Summary: Whether you're new to Zone & Co. or new to Zone Control Center, this is an exciting time to work with us! ZoneCapture customers can learn how to use Zone Control Center here.

ZoneCapture customers have access to Zone Control Center through one of two methods.

Embedded version of Zone Control Center within the ZoneCapture code
- This was turned on automatically for most existing ZoneCapture customers and will be available until May 1 2027.
- ⛔Customers using this version of Zone Control Center will not have access to the newest updates such as dashboard enhancements, navigation expansion to include ZoneApprovals, and the Zoe AI agent, AP Intelligence, available in August 2026.
Zone Control Center standalone Bundle
- This is the recommended method for customers to access Zone Control Center
  - ✅Current and future features
  - ✅ZoneApprovals: ZoneCapture customers with ZoneApprovals will have access to ZoneApprovals within the Zone Control Center navigation menu and dashboard.
  - ✅Zoe AI Agent: ZoneCapture customers will have access to the new Zoe AI Agent, AP Intelligence, designed for ZoneCapture + ZoneApproval customers. (Note: Customers on the Pay-As-You-Go plan are not eligible to use Zoe.)
- Admin: Learn how to install the Zone Control Center suite bundle here.

This article is for ZoneCapture customers who have not installed the Zone Control Center standalone bundle and are using Zone Control Center through the code embedded in ZoneCapture.

Introduction

The Zone Control Center is Zone’s intelligent finance automation center providing a real-time, unified view of ZoneCapture data alongside relevant NetSuite approvals data and AP processing metrics — all in one screen inside NetSuite.

It reduces daily friction by eliminating page switching and manual reporting, while laying the foundation for a broader, multi-product control center that will expand over time.

It’s the visibility, speed, and simplicity finance teams have been missing — now all in one workspace.

For questions that aren't answered below, check out the FAQ.

Zone Control Center Video guide

How to access Zone Control Center?

After upgrade to 2.20.0 ZoneCapture version or higher the new menu item is added on your NetSuite account called Zone&Co.

Navigate to Zone&Co > Product > ZoneCapture

That will trigger opening a Zone Control Center with a landing page being a dashboard for AP processes.

Dashboard

The dashboard consist of two sections - Overview and Metrics. Detailed explanations of the source data for the dashboard you can find below.

Filters

Dashboard can be filtered by date and by subsidiary.

Overview

Metrics

How to access Incoming queue from Zone Control Center?

The Incoming Queue is the primary workspace for AP Clerks and plays a key role in their daily operations.

You can access the Incoming Queue from the Zone Control Center in two ways:

From the dashboard
Click the top-left widget labeled Bills to Process.
From the left navigation panel
Click Incoming in the side menu.

Zone Control Center accessible via ZoneCapture portlet

For users who work with the ZoneCapture portlet on a daily basis, the portlet is fully compatible with the Zone Control Center.

When you open Incoming, Processed or sections related to e-invoicing from the portlet, the page will automatically open within the Zone Control Center in the dedicated section. From there, you can continue working as usual.

Automatic redirection to the Zone Control Center depends on the Enable Zone Control Center centralized workspace setting in ZoneCapture Main Configuration.

When the preference is enabled, then portlet will open within Zone unified workspace.

Save Zone Control Center Shortcut

To save Zone Control Center as a shortcut for easy access in the future:

Navigate to the Zone and Co landing page.
Hover over on the "star" icon above on the left side of the header menu.
Click "Add To Shortcuts"
Name the shortcut something you will easily remember like "Zone and Co"
Click "Save"
Refresh your screen and then hover over the star icon again to see the new shortcut in the dropdown

Accessing ZoneCapture-related configurations

ZoneCapture-related configurations can be accessed from the left-side navigation panel by clicking Settings.

Dashboard Deep Dive

Still have questions, check out the FAQ.

Section	What it shows	Why it matters	Action
Overview
Bills To Process	The total number of bills waiting in the Incoming queue for manual processing. Note: This tile displays the total number of unprocessed bills and is not affected by date filter selections.	Gives immediate visibility into the current workload and helps identify processing backlogs.	Click the tile to open the Incoming queue and start processing bills. Filter based on the subsidiary assigned to the bill to process records.
Processed This Month	The number of vendor bills and credits created via ZoneCapture within the selected time frame with the split between documents received through OCR scanning engine vs e-invoicing network.	Helps track team productivity and understand overall processing volume.	Click the widget to view the detailed list of processed documents.
Incoming vs Processed	A comparison of incoming (not yet processed) bills received on specific days versus bills processed on those days.	Helps identify aging or outstanding bills and highlights peak processing days.
Scanned This Month	The number of OCR scanned documents and total scanned pages within the selected time frame.	Provides insight into scanning activity and document volume entering the system.	Hover over "i" icon to compare numbers against your current subscription volume.
PO vs Non‑PO Bills	A split between purchase order (PO) related bills and non‑PO vendor bills created via ZoneCapture.	Helps understand the mix of structured (PO‑based) versus standalone bills and supports process optimization.
Delivery Method	A breakdown of bills received via ZoneCapture by delivery method: Email E‑invoicing network Manual upload (drag & drop by the NetSuite user)	Shows how vendors submit bills and helps identify opportunities to increase automation and e‑invoicing adoption.
E-invoices Sent	The number of sent e‑invoices compared to failed deliveries within selected time frame.	Allows monitoring of e‑invoice delivery performance and quick identification of failed transmissions.	Click on the number of sent or failed documents to open the detailed list of e‑invoices.
Approvals Summary	The number of bills pending approval along with their total monetary value (and overdue pending approval bills if any). The native NetSuite Pending Approvals status is an indicator here.	Highlights approval bottlenecks and draws attention to overdue approvals that may delay payments.
Bills Pending Approvals	A list of vendor bills currently in the Pending Approval status. The native NetSuite Pending Approvals status is an indicator here.	Provides quick visibility into which bills require action from approvers.	Click See All to view the detailed list.
Metrics
Processing Funnel	The number of scanned PDF documents that were automatically processed, manually processed, or rejected out of the total number of documents received.	Provides visibility into the level of automation achieved and highlights opportunities to reduce manual effort and rejections.
Time to process	The average number of days from the moment a PDF is scanned until the vendor bill is created, either automatically or manually. The metric is also compared against the previous period.	Helps measure processing efficiency and identify delays that could impact payment cycles.
Vendor recognition accuracy	The percentage of vendor bills where the final saved vendor matches the vendor suggested by the ZoneCapture matching algorithm. The metric is also compared against the previous period.	Indicates the quality of vendor recognition and helps assess the reliability of automated vendor matching.
PO recognition accuracy	The percentage of vendor bills where the final saved purchase order matches the purchase order suggested by the ZoneCapture matching algorithm. The metric is also compared against the previous period.	Measures how accurately purchase orders are identified and helps improve touchless processing for PO-based invoices.
E-invoices inbound and outbound	The number of inbound and outbound e-invoices processed within the selected time frame.	Allows comparison of e-invoice volume versus OCR-based document flow and helps track adoption of electronic invoicing.
Top Vendor Match Reasons	The most common factors used to match vendor bills to vendors, such as tax ID, bank account, or vendor name.	Provides insight into how vendors are identified and highlights potential improvements to vendor master data quality.
Top Vendors by Created Bills	A list of vendors for whom the highest number of bills have been created.	Helps identify high-volume vendors that may benefit most from automation, e-invoicing, or process optimization.
Top Vendors with Duplicates	A list of vendors with potential duplicate bills identified in the Incoming queue.	Helps prevent duplicate postings and supports clean-up of the Incoming queue by prompting users to review and resolve duplicates.