BLOG Archive

Q. Can I get a download of my PDF’s

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 …

Invoice export colours

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 …

Invoice matching

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…

Invoice Inbox

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 …

Finding an order or invoice

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…

Audit Trail

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,…

Invoice Processing Explained

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…

Negative Order Balance

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…

Invoice List View

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…

Invoice PDF saving with Zapier

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…

Setting up Autopilot

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…

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