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
When creating invoices from the Inbox, the user may know straight away that the invoice needs to be rejected and doesn’t need to go out for approval. This help article shows you how to do this.
Head into your Division and create a workflow. We recommend two steps. A “send email” step – which can be to the supplier with the reason. And the Change field to value step as shown below:
You can use the placeholder of {Internal_comments} to show the supplier the reason – which the user can add when creating the invoice.
To use this new Auto Reject workflow, the user will need the Admin permission to be able to choose workflows. This means when creating an invoice – as shown below the user will select the new workflow:
The invoice creator creates the invoice and selects the specific workflow created above to reject the invoice. The invoice will be created and sent into this workflow. Assuming the supplier has an email address, the supplier will receive an email with the reasons the invoice has been rejected.
The invoice will then go on to complete the workflow and the ‘change field to value’ will result in the invoice being set to Reject, therefore showing a red, rejected status in the invoice list view.
Arrange a 30-minute fast and friendly, end-to-end demonstration to see how
Zahara can help you save money and speed up existing invoice workflows
