Business Unit Category
Add an email signature
Audit Trail
Coding Lists
Coding Restrictions
Create new Business Unit
Custom Buttons
Custom Fields
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
GRN Custom Fields
How to hide cost codes
How Zahara works
Invoice email forwarding – Microsoft 365
Required by Date
Single Sign On
SMTP & Email Sending
T&C on your PO Template
Tax Codes Explained
Two factor authentication
Unit Field
Integrations Category
Sage 50 Integration
Sage 50 Post-Install/Troubleshooting
Sage 50 SmartSync Pre-Install
SmartSync+ For Sage 200
Import Invoices from Xero
Tracking Categories Xero
Xero & Suppliers
Xero Gross Up
Xero Integration Explained
Xero troubleshooting
Access Dimension
MYOB Integration
Zapier Integration
Invoice Processing Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Orders Explained
Quick Create a Purchase Order
Second Ref Counter
Send PO to Supplier
Supplier order acceptance
Here is a quick list of FAQs
How can I tell if something is approved?
You will see a green icon if a document has gone into a workflow and been approved.
What does a grey approval icon mean?
This means a document hasn’t actually gone into a workflow. You can set the Default approval workflows in the Division.
How can I see where an approval is in the process?
Just click the approval icon – the workflow steps will then be revealed.
Where can I edit an Approval workflow?
Head into the relevant Division, into the Workflow tab, find the workflow in the list and edit it.
How can I select a workflow from a list when raising an order or invoice?
The user will need the admin role to do this.
Can I export an invoice after it’s approved?
Yes, you can export an invoice automatically on approval, provided the export is one of the sync based ones and not a flat-file.
Can I just select an approver from a list of approvers?
Yes for invoice approvals you can use Ad Hoc approvals as well as rules-based approvals.
Can I be warned if something isn’t received?
Yes. You can use the GRN condition in an approval workflow.
Can I make someone code the invoice as part of an approval?
Yes. Every step can be a coding approval as well.
Can I have more than one person approve something?
Yes. You can create multi-step approvals.
Can I have an approval based on the nominal / GL code?
No. We don’t support that.
Can I send the PO to the supplier automatically?
Yes, there is a workflow step for this you can add.
Can I email someone when something is approved?
Yes you can send emails as part of a workflow.
Can I approve on the mobile app?
Yes. The Mobile app support approvals.
Can I notify a subcontractor when their invoice is approved?
Yes you can send an email to a supplier as part of an invoice approval.
Can I use Teams/Slack for approval messaging?
Yes. We integrate with Zapier and Flow so you can send messages using these two.
Is there a supplier approval process?
Not yet but you can certainly notify finance when a new supplier is created using Zapier.
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