Approvals Category
Approvals FAQ
Auto rejecting of invoices issue
Coding approvals
Creating Approvals
Division Management
Flashing invoice approval icon
How to approve or reject
Leaver process – Approver
Mandatory Approval Comments
Supplier approvals
Workflows & Approvals
Workflows & Approvals (part 2)
Business Unit Category
Add an email signature
Audit Trail
Coding Lists
Coding Restrictions
Create new Business Unit
Custom Buttons
Custom Fields
Custom Fields on Line Items
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
Zahara is a complete AP Automation solution and there are a number of ways to push data into Zahara and get data from Zahara.
Options include:
The main data point of Zahara is the supplier’s invoice. Approved invoices need pushing / posting into the finance system. With Zahara’s built-in invoice OCR and approval workflows, any organisation can route invoices through Zahara but will need to have the invoice data moved into their finance or ERP system to record the expenditure and affect the P&L.
The simplest way to do this is to create a custom export profile in Business Settings. You can choose the fields you need, choose the layout / order of the field and then save a profile. The user would then manually select invoices, click Export and the output file will be produced. Currently, this is CSV or Excel.
Another way to get access to this data is using Zapier. You can create a Zap that listens for approved invoices in Zahara and then makes that data available. This could be populating a OneDrive / Gsuite spreadsheet automatically or pushing the data into your chosen system (assuming they support Zapier).
We also have an api. We have various methods to getting invoice data together with data points like its approval history and links to purchase orders.
If you are interested in writing an integration for your application then please get in touch. Just submit a contact form and one of the pre-sales team will schedule a call. We are keen to hear from specialists or VAR with these applications:
As a company, Zahara has created it’s own integration with finance systems like Xero, QuickBooks Online, MYOB and UK Sage 50 & 200 but we are now keen to work with resellers or specialists who can push or pull data from Zahara and then own that integration to resell onto other users.
