The process of creating a new code is largely the same for the three different types. First click the New Code button next to the title and a box will appear, allowing you to populate information for your new code.
For Cost and Nominal codes, you enter the code itself, as well as its description. You can also decide whether or not to bring this code across to all your business units.
For Tax Codes, you enter the code, its name and percentage. You can also decide whether it is created active or not and whether it is the default tax code for your business. The default tax code will be marked on the list with a star icon.
You are also able to create codes through importing a CSV file, or syncing with additional accounting software such as Sage, Xero, MYOB or QuickBooks Online.Â
Importing
To import codes, click the arrow next to the New Code button and select Import Codes. This will take you to the import page. Hit upload to bring your CSV into Zahara, or download our template for populating yourself.
You can then choose which column in your CSV maps to which field in the list. A preview on the right hand side will guide you. You can then choose whether or not to bring these codes across to all of your business units. Hit Import Codes and you’re all done.
Syncing
The final way to create codes in Zahara is to sync with your existing accounting software. To do this, just hit the Sync button in the top right and wait for the synchronisation result to appear.