Approvals Category
Approvals FAQ
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Division Management
Flashing invoice approval icon
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Leaver process – Approver
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Supplier approvals
Workflows & Approvals (part 2)
Business Unit Category
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Invoice Processing Help 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
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Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
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Purchase Orders Category
Adding a product to an order
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Copy PO to Buyer
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Send PO to Supplier
Supplier order acceptance
The Payer is the last role in the payment process. They are responsible for providing the final authentication for the payment to proceed. This is only available once the invoice has been fully approved via the invoice workflow in Zahara, as well as the Payment approval workflow.
There are two ways of paying an invoice which has been fully approved. The Payer can select invoices to be paid from the invoice list view, and select the ‘Pay with Currencies Direct’ button. This is especially useful for bulk paying invoices. They can also click into an individual invoice to review in more detail, and pay from here.
This will bring them to the payment screen. Please note that all invoices on this screen will be paid, the check boxes are present so you may remove invoices from this selection as shown below:
Making the payment
To proceed with the payment, the Payer must first select the Currencies Direct Wallet to be used for the payment. This must be one of the listed wallets. You can only select one wallet per payment run.Â
If a wallet selected is not for the currency of the invoice, the exchange rate will be shown underneath the wallet panel. This updates every minute with the latest rates.Â
There are two mandatory fields that must be filled out for the transaction to proceed.Â
Confirmation
A window will pop up once you have submitted to confirm the payment. At this stage you will have to enter the code provided by your two-factor authentication application- this is a requirement for all Payers. Please scan the QR code provided under the Payment Authorisation button in the business settings with any authentication application to set this up. For more information on this, please read our Currencies Direct Setup and Settings guide.
Finally, you will see a confirmation screen to inform you that the payment has been sent through to Currencies Direct to process. The status of the document will change accordingly.
