Knowledge 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.
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
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
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
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
07/11/2022 – New Divisions are now live. This is a major feature set that covers workflows, budgets and user management. All Division managers should check out new Divisions from the Business menu. We have left the older Division link in under “Older Zahara”
Customer Forum
17/10/2022 – Get the conversation started! Share your ideas for improvements and discuss new features on our new customer forum.
Customer Forum
10/9/2022 – We have released new purchase orders to everyone now under new look Zahara. The older Purchase Order create and edit is still available to use. There are a few things to implement still – like Recycle a workflow and in purchase GRN. These are coming soon. But we hope you like it.
10/9/2022 – We now have in-app messaging and guides. The guides will be there to tell you about new features and how to use them. There is also an annoucements area that you will find on the new blue Question mark, bottom right, which also has a link to the knowledge base.
8/9/2022 – Did you notice we now have some new reports in the reporting module? These reports run against the live database and are instantly downloaded. There is a long awaiting GRNI report (partial invoices included) as well.
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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