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
You can import your projects in exactly the same way you can import other assets.
From the Projects menu, click the “Import Projects” button.
Now download the import template. Open this spreadsheet. Copy and paste your data into this template. Make sure the date formats match.
Now click back into the Import screen, and tick that the template has a Header row
Now click Upload.
You should see all of your imported project in the list view. All imported projects will be enabled. You can click into each one to fine tune any settings.