At the end of the process, once the invoice is approved or you are happy, you will want to export the invoice to your account system. This could be as simple as producing an Excel spreadsheet that you use to import into your accounts system, or it could be like Xero & QuickBooks Online where the invoice and the PDF will now pass into the accounts system, fully coded and linked back to Zahara.
Firstly, if you have enabled it, you can do this manually and set the users that can export invoices in Business > Settings > Validations.
Now you will see the ‘Export’ button in the invoices list view. Tick your invoices and select export. Based on the integration you set in the Business > Settings > Integrations tab, the chosen method will be invoked.
Export Automatically – For Sage 50 Sync, Xero, and QuickBooks Online users, you can add a workflow step to “Export” the invoice. Provided this step is after an approval, you can find your invoices proceeding into account automatically.