Approvals Category
Approvals FAQ
Auto rejecting of invoices issue
Coding approvals
Creating Approvals
Division Management
Flashing invoice approval icon
How to approve or reject
Leaver process – Approver
Mandatory Approval Comments
Supplier approvals
Workflows & Approvals
Workflows & Approvals (part 2)
Business Unit Category
Add an email signature
Audit Trail
Coding Lists
Coding Restrictions
Create new Business Unit
Custom Buttons
Custom Fields
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
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
Integrations Category
Sage 50 Integration
Sage 50 Post-Install/Troubleshooting
Sage 50 SmartSync Pre-Install
SmartSync+ For Sage 200
Import Invoices from Xero
Tracking Categories Xero
Xero & Suppliers
Xero Gross Up
Xero Integration Explained
Xero troubleshooting
Access Dimension
MYOB Integration
Zapier Integration
Invoice Processing Category
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
Purchase Orders Category
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
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Any messages relating to connection or authentication
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Go to Business > Settings > Integrations. Disconnect and then reconnect to Xero. Enter relevant credentials and try a sync. Read the help article about using a dedicated username and password for Zahara.Â
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Invoice won’t post to XeroÂ
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If you see a red export icon, go into the invoice and look at the history at the bottom of the page. There will be a message with the reason why the export failed. This will usually be one of three things a) Xero is no longer connected to Zahara – see above b) The supplier or supplier account code isn’t matched or it thinks there is a duplicate – see below c) The Nominal code used isn’t validÂ
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Syncing Suppliers / Supplier issues
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When Zahara is first connected to Xero, suppliers will be sycned. Zahara matches the supplier on the Supplier Name and the Account Number. The account number is an optional field value in Xero – Zahara will use the long Unique Identifier if one doesn’t exist. If you have any issues with posting invoices or syncing suppliers, look for a duplicate first. Remove any duplicates and manually set the Account Number / Account Code to match. Read the article also on where to originate suppliers – our recommendation is in Zahara.Â
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Nominal Code Issues
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Make sure you don’t have any orphaned nominal codes in Zahara that are not in Xero. It could be you created some as part of a setup and then synced with Xero. Xero won’t recognise these, even if they have the same number.Â
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I cannot delete anything because it says do it in Xero and Sync
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If you need to delete something – like a nominal code or tax code, go to Business > Settings > Integration and change it to say Excel. Save the changes. Now go into the codes and make the delete change you need. Now go back to Integrations and reconnect to Xero.Â
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