This feature is designed for those Xero users that use Text, Auto Entry, EzzyBills or in fact anyone that created purchase invoices on your behalf. These services will export the invoice into Draft in Xero. From here the invoices can be imported into Zahara, routed for approval and then exported back into Xero when ready. Obviously, we would point out we can do this with our Inbox and do it better.
The invoice will be created and land in Zahara and will use the “Automatic Invoice Workflow” as it’s default workflow. This means you need to create an invoice workflow for the Division selected that has a conditional entry point. If you just have one workflow for the Division, add a condition like “Net Value > 0” – This will ensure the invoice goes into the workflow. Our recommendation is to use the “Can edit” or “Must Edit” options on the workflow step and have the approver check the coding.
It’s unlikely your recognition provider will find a Zahara purchase order number automatically and Xero simply doesn’t have a field for us to map against to use. This means any invoice created in Xero Drafts and imported into Zahara will have to be manually matched with an order in Zahara and will be problematic.