Help Categories

  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)

  Billing Information Category

   Billing FAQ

   Converting a trial

   How to change your billing details

   Updating your quota or allowance

  Budgets Category

   Apply invoice to budget

   Budget Setup

   Consuming the budget

  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

  Expenses Category

   Expense claim conversion

   Staff Expenses

  GRNs Category

   GRN an order

   GRN Controls & Settings

   GRN Custom Fields

   GRN Reminders

   Waiting for a GRN

  Integrations Category

   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

  Miscellaneous Category

   30 Minute Setup Guide

   Integrating with Zahara

   Invoice email forwarding – Microsoft 365

   Last Pass Icons

   Sample Supplier Email

   Whitelisting Myzahara.net

   Zahara desktop app for Mac

   Zahara Planning Guide

  Mobile app Category

   Hide Orders – Mobile App

   Mobile app overview

   Mobile app permission

   Single Sign On

   Staff Expenses

  Payments 🔥 Category

  Projects Category

   Exporting Projects

   Importing Projects

   Managing Projects

   Project Nominal Restrictions

  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

  Reporting Category

   Dedicated Reporting Database

   How to run a report

   Reporting API

   Reporting FAQs

   Reporting Limits

  Suppliers Category

   Account Code Pattern

   Auto reject supplier invoices

   Importing Products

   Importing Suppliers

   Sample Supplier Email

   Supplier History

   Supplier Management

   Supplier Matching

   Supplier order acceptance

   Supplier Portal

   Xero & Suppliers

  User Management Category

   Deleting Users

   Exporting Invoice Permissions

   Mobile app permission

   Password Reset

   Restricted Viewing

   Troubleshooting Users

   User Management