Zahara's documents are stored for a minimum of 7 years. This means all Invoice PDF's are safely backed up for their lifespan. You can set up to have your invoice PDFs saved into DropBox as you create …
For an invoice to be matched with an order, the line items from the Order have to be imported or the order has to be linked to the invoice at the create stage. …
Each of our list views - both Invoices and Purchase Orders, have the option to customise what fields are shown. Once a field is shown in the list view you can sort on it. There are also pre-set filter…
When you export an invoice from Zahara, we will show an export icon based on your setup. The three colours are: Green – exported successfully Yellow – exported awaiting confirmation Red â…
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…
With Zahara, you can raise purchase orders and you can record invoices. You can of course link the two together and show the difference between the order and the invoice. Zahara also has receipting (G…
This help article will help you set up the Invoice Inbox and start getting your invoices read, for fast and easy processing. So let's get you started. To have access to the Invoice Inbox, you need …
A document is a Purchase, an Invoice or a Purchase Requisition. This article explains how to find articles either using the respective Document list or the global search function. First off, you have…
One of the main compliance aspects of our system is the ability to see the history of the document. For every Order raised or invoice, we create document history as shown below. To get to the history,…
In Zahara, you can record two types of invoices - standalone and those that relate to a purchase order. There are several different ways of recording an invoice in Zahara and as well as the in-built I…
If you receive a warning that the order balance will be negative, then a setting has been enabled to prevent additional invoices from being recorded against an order once the order is fully matched. T…
The invoice list view is accessed from the Documents menu. From here you can: Find, view and edit invoices Check the approval/workflow status Select invoices for exporting Batch change…
Using Zapier you can have the PDF of the invoice saved into an application of your choice. Our recommendation is to save to DropBox, OneDrive, or Google Drive. You will need an account at Zapier - ww…
AutoPilot is the ability to have supplier invoices arrive in the Zahara inbox, be accurately read and then sent out for approval or into a workflow that may result in a straight-through export into th…