Importing from Xero
If you are a Xero user and you also want to use Dext, Auto Entry or Dochub, you can import your invoices placed in Draft in Xero. Enable the feature in Business Settings Integrations. Read the dedicated article on this to find out more.
Always record an invoice in Zahara with a PDF. It will be stored in Zahara for at least 7 years. The PDF of the invoice can always be viewed together with the invoice record. The invoice PDF will be copied over to both Xero, MYOB and QuickBooks Online and can also be downloaded onto your network or PC using our Zapier link. For belt & braces PDF storage we would recommend you also consider FileDirector which is our go-to document management system. Invoices can be exported into FileDirector as part of a workflow.
Invoice Notes & History
You can add notes to an invoice at any time. Just click on the invoice and then see the history section at the bottom. Click the + icon to add a note or “Add Document” to upload a supporting document.
Adding a Credit Note
You can add a credit note – this is a negative invoice. Here is a help article specifically on this
Controlling who can export invoices
There are controls on who can export an invoice. You will find this in Business Settings > Invoices. Here is the specific article on this
The global search facility in Zahara is a great way to find invoices. You can also use the Invoice list view to filter down on invoices in your results.
When an invoice is sent for approval, you can specify – both for Adhoc approvals and rules-based – whether the Approver can or must edit the coding. This can be useful if you receive an invoice and you don’t know how to code it. In this instance, the user cannot simply approve or reject, they have to adjust the coding on the item you specified – ie Project / Job code.