ZaharaKnowledge Base
You can use the search bar below to search for specific answers or expand the knowledge base categories below to read relevant articles. You can also raise a support ticket using the button at the bottom of the page.
You can use the search bar below to search for specific answers or expand the knowledge base categories below to read relevant articles. You can also raise a support ticket using the button at the bottom of the page.
Coding Lists
Custom Buttons
How to create a new Business Unit
Custom Fields
Date formating
Nominal Codes
Tax Codes Explained
Default delivery address
Audit Trail
Unit Field
How to hide cost codes
FileDirector Overview
FileDirector web
Customised labels
Two factor authentication
GRN Custom Fields
Single Sign On
Required by Date
SMTP & Email Sending
How Zahara works
Invoice email forwarding – Microsoft 365
SmartSync+ For Sage 200
SmartSync+ for Sage 50
Xero Integration Explained
Xero & Suppliers
Xero troubleshooting
FileDirector Integration
QuickBooks Excel Importer
Quickbooks Desktop IIF Format
QuickBooks Online Integration
Sage 50 – Staging Data
Zapier Integration
QuickBooks Online – Invoice Number issue
FileDirector web
Tracking Categories Xero
Import Invoices from Xero
Sage 50 Departments
MYOB Integration
Access Dimension
PDF saving with Zapier
New invoice processing
Waiting for a GRN
Automatically reject supplier invoices
How to create a credit note
Invoice export colours
Auto rejecting of invoices issue
Invoice matching
Invoice Inbox
Finding an order or invoice
Invoice Processing Explained
Negative Order Balance
Invoice List – Z3
Month end cut offs
Supplier Matching
Setting up Autopilot
Invoice email forwarding – Microsoft 365
Quick Create a Purchase Order
Copy PO to Buyer
Duplicate Order Prevention
Editing Your Purchase Order Template
Adding a product to an order
Adding documents to an order
Bulk importing orders
Creating a Purchase Order
Purchase Order PDF
Editing an order
GRN an order
Finding an order or invoice
Closing an Order
Close Orders Automatically
Second Ref Counter
Purchase Orders Explained
Negative Order Balance
Purchase Order Prefix
Purchase Order Numbering
Grouped Purchase Orders
1/8/2022 – We now have a new reporting API where you can connect to Zahara and extract your data. The most obvious use is Excel and PowerQuery, giving you access to your line-items and all order or invoice information. Read this help article to find out more.
15/7/2022 – The mobile app has been updated with a bug fix release to remedy an issue with decimal points when raising orders. Some styling issues have been fixed and a possible Android problem was investigated and fixed.
7/7/2022 – we have updated Business Settings with a new custom exporter. Click into the integrations tab and from the options, you will find the new Custom Exporter option. This allows you to create a CSV or Excel export file for your invoices. All of the fields are available to choose along with their labels and the order. Once set, when you export your invoices from the Invoice list view, this format will be chosen.
1/7/2022 – The mobile app has been updated. We now have tax inclusive or exclusive options when raising orders. There is also the ability to hide orders completely if you are only using the app for approvals or expenses. Here is a help article for this setting. If you experience any issues after the upgrade, delete the app and install fresh. This will clear it.
23/6/2022 – We have switched everyone onto invoice processing in Zahara 3 (new Zahara). If you use the Invoice Inbox, you will now create, view and edit invoices in new Zahara. Here is a video explaining how it all works.
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