BLOG Archive

Creating Approvals

Approval workflows are administered from the Divisions. Divisions are found under the Business menu. Workflows can be created for both Purchase Orders and Invoices. There are a number of steps that yo…

Waiting for a GRN

An invoice can arrive in the business but you find a corresponding purchase order hasn't been receipted. There is no GRN. We have a workflow step for invoice approvals that can check the GRN status. I…

Coding approvals

There are times when you need your approvers to also code an invoice or an order as part of the approval. Coding can include the Account code (ledger/nominal), the Cost Code or the Project code. You c…

Auto rejecting of invoices issue

We have occasional reports of invoices and purchase orders being auto-approved or rejected when the approval email gets sent out to the users. This then stops the user from clicking the link as its al…

Workflows & Approvals (part 2)

Absence & Delegation If you are an approver and you will be away for an extended period of time, you or your tenancy admins can set a delegate to under-take the approvals while you are away. Once…

Workflows & Approvals

Approvals sit at the Division level and Divisions are designed to be flexible, but are really the natural groupings of people in your organisation. If you are a typical business with Marketing, Sales,…

Flashing invoice approval icon

A flashing approval icon is a notification related to an Adhoc approval. It means that the invoice has been updated and you need to take action.  Please see the help article that covers adhoc invoic…

Leaver process – Approver

An approver has left gainful employment with you, and they have 20 documents waiting for their approval. What to do?    Here's our advice.    Change their password in Tenancy > Admin and…

Mobile app overview

The mobile app is available on app stores with six main features: Approvals of Orders & Invoices with Coding  Full Order Creation  Quick Order Creation GRN / Receipting of Orders Cre…

Mandatory Approval Comments

You can ensure that your team is reasonably informed of why a purchase order or an invoice has been rejected. Using our "Mandatory approval rejection comment" feature you can make it mandatory that a …

Approvals FAQ

How can I tell if something is approved? You will see a green icon if a document has gone into a workflow and been approved.   What does a grey approval icon mean? This means a document hasn'…

How to approve or reject

People often ask how they actually do the approving (or rejecting in Zahara). Documents (Purchase Orders or Invoices) can be approved or rejected in the following ways:  The approval dashboard …

Supplier approvals

You can use Microsoft Power Automate (Microsoft Flow)  & Zapier to generate an approval when a new [geoip-content not-country="US,CA"]supplier[/geoip-content][geoip-content country="US,CA,MX"]ven…

  • Sun
  • Mon
  • Tue
  • Wed
  • Thu
  • Fri
  • Sat
    Take control and book in with one of our AP Specialists today.