BLOG Archive

Sage 50 Supplier Sync Tool

We have a tool called "Click2Sync" that can keep Sage 50 fully in sync with Zahara. It is a desktop tool and is available to buy or made available for to any customers using Sage 50 The tool i…

Create a Business Unit

Tenancy Settings > Create Business Unit As part of your sign-up, you will create your first Business Unit. We think of these as separate companies or separate Business Units. Example, you are…

Create new users & assigning permissions

Admin > Settings > Create User You create a new user by populating the relevant fields under "Create User" and then clicking "Create". You can suppress (stop) the automatic email going off to…

FileDirector workflow

FileDirector is a world-class document management system that compliments Zahara beautifully. It is available in the cloud as well as an on-premise install. The Process Management facility in FileD…

Workflow – how it works

You raise a Purchase Order and the workflow is set or can be chosen. Typically an approver gets an email and asks to approve or reject They are taken to a web page and have two options - Approve…

Set the default workflow

Business > Divisions > Edit > Defaults You can set the default workflow for a Division. Once set, every purchase order raised will trigger the approval process by default.  …